Welcome to our dedicated page for Dell Technologies SEC filings (Ticker: DELL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Dell Technologies Inc. filings document the reporting obligations of a large operating technology company whose Class C common stock trades on the New York Stock Exchange under DELL. The company's Form 8-K disclosures cover quarterly and annual operating results, Regulation FD presentations, material agreements, securities offerings by Dell International L.L.C. and EMC Corporation, and changes involving senior officers and related compensation arrangements.
Capital-structure filings include Class B common stock conversions into Class C common stock, unregistered equity issuances related to those conversions, dividend and liquidation rights described in the charter, shelf-registration-related debt issuance records and supplemental indentures for senior notes. Governance disclosures include officer appointments, restricted stock unit awards under the 2023 Stock Incentive Plan, board and compensation committee actions, and formal disclosures tied to Dell's technology hardware, storage, AI infrastructure and services businesses.
Dell Technologies reported a very strong first quarter of fiscal 2027, with net revenue of $43.8 billion, up 88% year over year. GAAP diluted EPS rose to $5.24, a 282% increase, and non-GAAP diluted EPS reached $4.86, up 214%.
Growth was driven by the Infrastructure Solutions Group, where revenue climbed to $29.0 billion, including $16.1 billion from AI-optimized servers, up 757%. Client Solutions Group revenue rose 17% to $14.6 billion. Operating income more than tripled to $3.7 billion, while cash flow from operations set a first-quarter record at $4.1 billion.
Dell returned $2.1 billion to shareholders via buybacks and dividends in the quarter. For fiscal 2027, the company now expects revenue between $165.0 billion and $169.0 billion and projects roughly $60 billion of AI-optimized server revenue, significantly above prior-year levels.
Dell Technologies is asking stockholders to vote at its virtual annual meeting on June 25, 2026. The proxy covers eight director elections, auditor ratification, an annual advisory Say‑on‑Pay vote, and a proposal to redomesticate the company from Delaware to Texas by conversion.
For fiscal 2026, Dell reports net revenue of $113.5 billion, operating income of $8.1 billion and non‑GAAP operating income of $10.0 billion, with diluted EPS of $8.68 and non‑GAAP diluted EPS of $10.30. The company returned $7.5 billion to stockholders through share repurchases and dividends.
The Board, which currently has a majority of independent directors and a Lead Independent Director despite Dell’s controlled company status, recommends voting FOR all proposals, including the Texas redomestication, which it says aligns with updated Texas corporate law and the new Texas Business Court framework.
Dell Technologies Inc. is soliciting proxies for its 2026 Annual Meeting to be held virtually on June 25, 2026. The Board recommends votes FOR election of eight director nominees, ratification of PwC as independent auditors for Fiscal 2027, advisory approval of named executive officer compensation, and approval to redomesticate from Delaware to Texas by conversion. The record date is April 27, 2026. Fiscal 2026 highlights disclosed include Net Revenue $113.5B, Operating Income $8.1B, Non-GAAP Operating Income $10.0B, Diluted EPS $8.68, Non-GAAP Diluted EPS $10.30, and $7.5B returned to shareholders via repurchases and dividends.
Dell Technologies Inc reports that Vanguard Capital Management beneficially owns 22,512,097 shares of Common Stock. The filing states this represents 7.07% of the class and shows sole voting power over 3,075,386 shares and sole dispositive power over 22,512,097 shares. The filing attributes holdings to Vanguard Capital Management LLC and affiliated investment divisions per SEC Release No. 34-39538.
Dell Technologies Inc. reported unregistered issuances of Class C common stock tied to share class conversions. Between March 2, 2026 and April 16, 2026, the company issued 4,237,699 shares of Class C common stock upon the conversion of the same number of Class B shares held by Silver Lake-affiliated entities.
As of April 17, 2026, Dell had 325,654,621 shares of Class C common stock outstanding and 47,789,758 shares of Class B common stock outstanding. Class B shares are convertible into Class C on a one-to-one basis, and both classes carry the same dividend and liquidation rights. The conversions were conducted without registration under the Securities Act in reliance on the Section 3(a)(9) exemption, with no commissions or other remuneration paid for soliciting the exchanges.
Dell Technologies Inc. disclosed that investment funds affiliated with Silver Lake, which are directors and 10% owners, carried out a series of conversions and sales involving its Class B and Class C Common Stock. On April 15–16, 2026, certain Silver Lake entities converted Class B shares into an equal number of Class C shares and sold an aggregate of 382,000 shares of Class C Common Stock at prices including $176.50 and a weighted average price between $193.46 and $193.75 per share. The filing also describes in-kind, pro rata distributions of Class C shares from several Silver Lake funds to their investors and personnel, with the receipt of these shares treated as exempt under Rule 16a-13. After these transactions and distributions, the report shows continuing positions across multiple Silver Lake vehicles and indicates that Egon Durban, a Dell director associated with Silver Lake Group, directly holds 1,313,489 shares of Class C Common Stock, along with additional indirect interests through related entities and trusts.
Dell Technologies disclosed that investment entities affiliated with Silver Lake converted Class B Common Stock into Class C Common Stock and sold part of their position. On April 15 and April 16, 2026, they exercised derivatives for 630,047 shares and sold 458,666 Class C shares in open-market transactions.
The sales occurred at weighted average prices ranging from $176.30 to $180.8671 per share, through funds such as SL SPV-2, Silver Lake Partners IV and V, and Silver Lake Technology Investors IV and V. The reporting entities and Silver Lake Group L.L.C. continue to hold significant indirect and direct stakes after these transactions.
Silver Lake-affiliated funds adjusted their Dell Technologies Class B and Class C holdings through conversions, sales and in-kind distributions. On April 16, 2026, several Silver Lake funds converted a total of 516,449 shares of Class B Common Stock into the same number of Class C shares at a $0.00 conversion price, then sold 382,000 Class C shares in open-market transactions, mainly at $176.50 per share and in one block around $193.58 per share. The funds also initiated pro rata, in-kind distributions of 312,832 Class C shares to affiliates, employees and managing members, including Egon Durban, whose direct Class C holdings increased to 1,313,489 shares immediately after the distributions.
Dell Technologies Inc.’s Form 4 shows Silver Lake–affiliated funds converting 630,047 shares of Class B Common Stock into an equal number of Class C shares and selling 458,666 Class C shares on April 15, 2026 at weighted average prices between $176.30 and $180.8671 per share. The entities continue to hold large indirect stakes in Dell, and Egon Durban is reported with 1,313,489 Class C shares held directly after these distributions.