Dell Technologies (NYSE: DELL) reported fiscal 2027 second-quarter revenue of $47.0 billion, up 58% year over year, and GAAP net income of $4.1 billion, up 255%. GAAP diluted earnings per share rose 273% to $6.34.
The company raised its fiscal 2027 revenue outlook to $192.0 billion and projected third-quarter revenue of $49.0 billion.
- Infrastructure Solutions Group revenue was $31.8 billion, up 89% year over year.
- AI-Optimized Servers revenue reached $16.4 billion, up 100%, while AI server orders totaled $60.9 billion.
- Client Solutions Group revenue was $15.0 billion, up 20%.
- Dell returned a record $4.3 billion to shareholders through share repurchases and dividends.
- The board declared a quarterly cash dividend of $0.63 per common share, payable Oct. 30 to shareholders of record on Oct. 20.
$DELL Insider Trading Activity
$DELL insiders have traded $DELL stock on the open market 1630 times in the past 6 months. Of those trades, 0 have been purchases and 1630 have been sales.
Here’s a breakdown of recent trading of $DELL stock by insiders over the last 6 months:
- LAKE PARTNERS IV, L.P. SILVER has made 0 purchases and 264 sales selling 1,419,181 shares for an estimated $599,304,244.
- SPV-2, L.P. SL has made 0 purchases and 264 sales selling 1,293,920 shares for an estimated $546,669,228.
- V (GP), L.L.C. SLTA has made 0 purchases and 138 sales selling 2,602,507 shares for an estimated $425,348,066.
- IV (GP), L.L.C. SLTA has made 0 purchases and 138 sales selling 2,602,507 shares for an estimated $425,348,066.
- LAKE PARTNERS V DE (AIV), L.P. SILVER has made 0 purchases and 264 sales selling 631,664 shares for an estimated $266,265,791.
- WILLIAM F SCANNELL (Chief Customer Officer) sold 143,067 shares for an estimated $23,606,055
- ELLEN JAMISON KULLMAN has made 0 purchases and 4 sales selling 150,346 shares for an estimated $21,820,312.
- JEFFREY W CLARKE (COO & Vice Chairman) sold 116,000 shares for an estimated $21,167,680
- DAVID W DORMAN has made 0 purchases and 4 sales selling 41,292 shares for an estimated $16,760,156.
- LAKE TECHNOLOGY INVESTORS IV, L.P. SILVER has made 0 purchases and 264 sales selling 24,095 shares for an estimated $10,157,264.
- RICHARD J ROTHBERG (General Counsel & Secretary) sold 20,000 shares for an estimated $8,200,000
- LYNN VOJVODICH RADAKOVICH has made 0 purchases and 3 sales selling 16,066 shares for an estimated $6,783,965.
- LAKE GROUP, L.L.C. SILVER has made 0 purchases and 14 sales selling 16,679 shares for an estimated $6,611,124.
- LAKE TECHNOLOGY INVESTORS V, L.P. SILVER has made 0 purchases and 264 sales selling 10,875 shares for an estimated $4,584,125.
- JANE TUNNELL (Chief Marketing Officer) sold 28,529 shares for an estimated $4,350,957
- DAVID ALAN KENNEDY (Chief Financial Officer) sold 19,500 shares for an estimated $3,559,335
- JENNIFER D. SAAVEDRA (Chief Human Resources Officer) sold 10,200 shares for an estimated $1,479,000
- RICHARD TROY SHARP (Chief Accounting Officer) has made 0 purchases and 3 sales selling 2,838 shares for an estimated $799,524.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$DELL Hedge Fund Activity
We have seen 1,181 institutional investors add shares of $DELL stock to their portfolio, and 945 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 10,437,458 shares (+inf%) to their portfolio in Q2 2026, for an estimated $4,503,345,628
- INVESCO LTD. removed 5,859,255 shares (-65.7%) from their portfolio in Q2 2026, for an estimated $2,528,034,162
- JANE STREET GROUP, LLC removed 3,780,212 shares (-62.0%) from their portfolio in Q2 2026, for an estimated $1,631,010,269
- BANK OF AMERICA CORP /DE/ removed 3,552,687 shares (-24.7%) from their portfolio in Q2 2026, for an estimated $1,532,842,333
- TWO SIGMA INVESTMENTS, LP removed 2,378,034 shares (-78.4%) from their portfolio in Q2 2026, for an estimated $1,026,026,549
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,849,073 shares (+inf%) to their portfolio in Q2 2026, for an estimated $797,801,036
- DEUTSCHE BANK AG\ removed 1,638,387 shares (-51.6%) from their portfolio in Q2 2026, for an estimated $706,898,455
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$DELL Congressional Stock Trading
Members of Congress have traded $DELL stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $DELL stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOHN MCGUIRE sold up to $15,000 on 06/04.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
