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DELL · NYSE · Computer Hardware

Dell Technologies

Builds AI servers, storage systems, networking, and PCs for organizations and consumers.

$456.09
After-hours close+0.02 (+0.00%)
At close$456.07(−3.43%)
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Profile

Dell Technologies Inc.DELLInformation Technology

Sells AI-optimized and traditional servers, networking, storage, PCs, peripherals, and support through Infrastructure Solutions Group and Client Solutions Group. A global direct-and-partner sales model spans organizations and consumers, while recent business mix has shifted toward AI infrastructure.

Builds AI-optimized servers, traditional servers and networking, and storage through Infrastructure Solutions Group. Client Solutions Group adds commercial and consumer notebooks, desktops, workstations, displays, peripherals, and related support. Most segment revenue comes from the Americas, with the balance spread across Europe, the Middle East, Africa, and Asia-Pacific.

Combines direct customer relationships with broad reseller, integrator, and distributor channels, global support, financing, subscriptions, and as-a-service consumption. Recent sales have shifted toward AI-optimized infrastructure, while PCs remain a cross-selling and cash-generation engine. Manufacturing spans owned plants and contract assemblers; delivery depends on global component supply, including some single- or limited-source suppliers.

Company facts

CEOMichael Saul Dell
ListedDec 28, 2018
ExchangeNYSE
HeadquartersRound Rock, TX
CountryUnited States
Employees97,000
CIK0001571996
ISINUS24703L2025

Categories

Key statistics

Market cap$302.80B
EPS (ttm)$12.59
P/E (ttm)36.21
ROE-363.2%
P/B−210.72
P/S2.26
Dividend yield0.51%
Beta2.13vs XLK 1.72

Year to date +257% · Average volume (30d) 5.4M

Analysts

Price target, next 12 months$500.00+9.7%Median of 45 analysts · vs the Aug 28 close
ConsensusBuy26 of 45 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Aug 26, 2026UBSReiterateNeutral$700$455
Aug 24, 2026Morgan StanleyReiterateEqual Weight$430$434
Aug 19, 2026Evercore ISIReiterateOutperform$500$550
Aug 14, 2026Wells FargoReiterateOverweight$270$545
Aug 10, 2026Morgan StanleyTarget$448$430

Earnings

EPS

Estimate$4.91
ReportedDue Sep 1, 2026

Revenue

Estimate$44.93B
ReportedDue Sep 1, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
May 28, 2026Q1 FY27$2.96$4.86+64.2%$35.74B$43.84B+22.7%+32.76%
Feb 26, 2026Q4 FY26$3.53$3.89+10.2%$31.67B$33.38B+5.4%+21.93%
Nov 25, 2025Q3 FY26$2.47$2.59+4.9%$27.15B$27.01B−0.6%+5.83%
Aug 28, 2025Q2 FY26$2.29$2.32+1.3%$29.02B$29.78B+2.6%−8.88%
View details

Financial highlights

12 quartersQ4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$23.81B$23.38B$29.78B$27.01B$33.38B$43.84B
Gross profit$5.49B$4.94B$5.45B$5.59B$6.73B$7.78B
Operating income$2.16B$1.23B$1.77B$2.17B$3.15B$3.66B
Net income$1.53B$965.0M$1.16B$1.55B$2.26B$3.44B
Diluted EPS$2.15$1.37$1.70$2.28$3.37$5.24
Gross margin23.0%21.1%18.3%20.7%20.2%17.8%
Operating margin9.1%5.3%6.0%8.0%9.4%8.3%

Fiscal years (4-quarter sums)FY22 $95.40B · FY23 $102.30B · FY24 $88.43B · FY25 $95.44B · FY26 $113.54B

Revenue by product · Q1 FY27

Other Segments$43.62B · 99%
Corporate, Non-Segment$224.0M · 1%

Revenue by geography · FY26

United States$63.14B · 56%
Non-US$50.40B · 44%

Balance sheet, May 1, 2026Cash & short-term investments $11.58B · Total debt $31.16B · Total assets $114.91B · Shareholders' equity −$1.40B

Dividends

Next ex-date
Oct 21, 2026
estimated · in 53 days
Annual dividend
$2.31
per share
Dividend yield
0.51%
Schedule
Quarterly
4 payments a year

Raised for 2 straight years — most recently to $0.63 from $0.525 in Apr 2026. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jul 21, 2026Jul 21Jul 31$0.63
Apr 21, 2026Apr 21May 1$0.63raised from $0.525
Jan 20, 2026Jan 20Jan 30$0.525
Oct 21, 2025Oct 21Oct 31$0.525
Jul 22, 2025Jul 22Aug 1$0.525
Apr 22, 2025Apr 22May 2$0.525raised from $0.445
Jan 22, 2025Jan 22Jan 31$0.445
Oct 22, 2024Oct 22Nov 1$0.445
View details

Ownership

Institutions 65.91%437.79M sharesInsiders 9.90%65.78M sharesOther 24.19%160.69M shares

Shares outstanding 664.25M · Float 606.28M · 91.3% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Michael S. Dell265.67M45.70%13GFeb 6, 2026
BlackRock, Inc.24.09M3.63%13FAug 7, 2026
Vanguard Capital Management LLC19.01M2.86%13FAug 13, 2026
Silver Lake Partners IV, L.P. · director, 10 percent owner: 18.59M2.80%Form 4Jul 13, 2026
Spv-2 L.p. Sl · director, 10 percent owner: 16.85M2.54%Form 4Jul 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 24, 2026Lynn Vojvodich Radakovichdirector−2,022$438.21
Jul 22, 2026Lynn Vojvodich Radakovichdirector−2,022$413.77
Jul 9, 2026Silver Lake Partners IV, L.P.director, 10 percent owner: −68,706$453.54
Jul 9, 2026Lake Technology Investors V. L.P. Silverdirector, 10 percent owner: −601$453.54
Jul 9, 2026Spv-2 L.p. Sldirector, 10 percent owner: −59,492$453.54
View details

Peers

  • Hewlett Packard Enterprise

    Closest ISG peer; ProLiant servers and GreenLake vs PowerEdge and APEX.

  • HP

    #2 PC vendor by volume; direct rival in commercial PCs and workstations.

  • Super Micro Computer

    Fastest-growing AI-server rival; liquid-cooled GPU racks vs PowerEdge XE series.

  • NetApp

    Top storage rival; ONTAP platform vs Dell PowerStore and EMC Unity.

  • Apple

    Premium laptop rival; MacBook M-series vs Dell XPS/Latitude in pro segment.

  • Cisco Systems

    Data-center networking and UCS compute rival in Dell's ISG networking segment.

CompareAfter-hours close

CompanyPriceChange
Dell Technologies$456.09+0.00%$302.80B36.223.72.3+87.5%
Hewlett Packard Enterprise$52.56+0.50%$69.26B49.813.41.8+40.0%
HP$30.49−0.04%$27.91B11.610.80.5+12.5%
Super Micro Computer$37.080.00%$23.99B11.48.50.6+93.2%
NetApp$186.61−0.17%$36.70B29.420.85.3+12.5%
Apple$320.07+0.15%$4.70T36.634.710.1+16.4%
Cisco Systems$109.95+0.01%$433.28B33.021.46.8+17.6%
Median31.217.13.5+17.0%