Dell Technologies will report fiscal 2027 second-quarter results on Tuesday with a conference call at 3:30 p.m. Central time. The earnings report will focus on server margins amid rising costs associated with AI infrastructure.
Server margin performance directly reflects Dell's ability to maintain profitability while absorbing the rising costs of AI-driven infrastructure demand.
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The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.
Recent SEC-reported share and derivative transactions in Dell Technologies Inc..
0 discretionary purchases · 14 discretionary sales
Confidence: High
As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.
Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 85.90%
Open short positions reported twice monthly; this is not daily short-sale volume.
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
| Owner | Activity | Change | Shares held | Value (thousands) | Reported |
|---|---|---|---|---|---|
| Vanguard Group Inc | Buy | 1,355,841 (4.507%) | 31,441,451 | $14,241,405 | 12/31/2025 |
| Blackrock, Inc. | Sell | -655,283 (-2.648%) | 24,094,119 | $10,913,431 | 6/30/2026 |
| Vanguard Capital Management Llc | Sell | -423,074 (-2.177%) | 19,013,637 | $8,612,227 | 6/30/2026 |
| State Street Corp | Sell | -576,056 (-4.017%) | 13,764,359 | $6,234,566 | 6/30/2026 |
| Bank Of America Corp /De/ | Sell | -3,552,687 (-24.68%) | 10,842,148 | $4,910,951 | 6/30/2026 |
| Jpmorgan Chase & Co | Buy | 7,355,785 (238.695%) | 10,437,458 | $4,727,647 | 6/30/2026 |
| Vanguard Portfolio Management Llc | Sell | -347,443 (-4.335%) | 7,668,070 | $3,473,252 | 6/30/2026 |
| Geode Capital Management, Llc | Sell | -71,104 (-0.921%) | 7,651,858 | $3,465,909 | 6/30/2026 |
| Morgan Stanley | Buy | 426,579 (6.417%) | 7,074,450 | $3,204,372 | 6/30/2026 |
| Fmr Llc | Buy | 1,412,435 (33.295%) | 5,654,576 | $2,561,240 | 6/30/2026 |
| Goldman Sachs Group Inc | Sell | -1,111,239 (-16.812%) | 5,498,457 | $2,490,526 | 6/30/2026 |
| Norges Bank | Sell | -512,281 (-10.618%) | 4,312,543 | $1,953,366 | 6/30/2026 |
Source: Nasdaq
| Settlement date | Short interest | Avg. daily volume | Change vs. previous report | Days to cover |
|---|---|---|---|---|
| Sep 30, 2026 | 12,305,069 | 8,561,495 | -10.14% | 1.44 |
| Sep 15, 2026 | 13,693,224 | 13,745,476 | -5.20% | 1.00 |
| Aug 31, 2026 | 14,444,059 | 4,928,297 | +3.07% | 2.93 |
| Aug 14, 2026 | 14,013,370 | 5,879,198 | +6.35% | 2.38 |
| Jul 31, 2026 | 13,176,463 | 6,039,929 | +0.63% | 2.18 |
| Jul 15, 2026 | 13,094,061 | 7,462,332 | +0.92% | 1.75 |
| Jun 30, 2026 | 12,975,131 | 8,847,352 | -17.93% | 1.47 |
| Jun 15, 2026 | 15,809,739 | 11,243,153 | -16.62% | 1.41 |
Source: FINRA Consolidated Short Interest
| Fiscal quarter | Reported | EPS | Consensus | Surprise |
|---|---|---|---|---|
| Jul 2026 | Sep 1, 2026 | 6.76 | 4.72 | +43.22% |
| Apr 2026 | May 28, 2026 | 4.63 | 2.79 | +65.95% |
| Jan 2026 | Feb 26, 2026 | 3.61 | 3.32 | +8.73% |
| Oct 2025 | Nov 25, 2025 | 2.35 | 2.26 | +3.98% |
Source: Nasdaq
