What is the 13F Pro Quality Score for DELL?

13F Pro ranks Dell Technologies Inc. (DELL) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View DELL's current score at https://13fpro.ai/company/DELL (free sign-up required for the full ranking).

Which hedge funds own the most DELL stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of DELL include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/DELL as soon as new 13F filings post.

Where does 13F Pro source DELL data?

All Dell Technologies Inc. fundamentals and ownership data come directly from SEC EDGAR. Dell Technologies Inc. files with the SEC under CIK 1571996. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is DELL in?

Dell Technologies Inc. (DELL) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives DELL's revenue?

Per Dell Technologies Inc.'s latest 10-Q filed with the SEC on 2026-09-08, the biggest revenue drivers are: Infrastructure Solutions Group ($31.8B, +89% YoY); AI-optimized servers ($16.4B, +100% YoY); Traditional servers and networking ($10.5B, +122% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/DELL.

What are DELL's largest expenses?

Dell Technologies Inc.'s latest 10-Q reports these as the largest expense items: Cost of net revenue ($37.1B, +53% YoY); Selling, general, and administrative ($3.3B, +15% YoY); Research and development ($1.1B, +41% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2027 (quarter ended July 31, 2026).

How often is DELL research updated on 13F Pro?

DELL's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Dell Technologies Inc.(DELL)Stock Analysis

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SEC EDGAR: CIK 1571996 DELL stock profile & AI dashboard →

13F Pro Quality Score

71.2/100

Rank #193 of 2,961 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

87.0/100

Profitability

64.1/100

Balance Sheet

86.4/100

Earnings Quality

42.1/100

Free Cash Flow

44.5/100

Institutional Flow

36.9/100

Revenue Scale

99.0/100

Dilution Risk

69.4/100

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Why DELL Scores 71/100

exact factor attribution · 2026-09-11

DELL's composite is driven by revenue growth and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.4 pts

87th pct

Scale

+7.3 pts

99th pct

Capital efficiency

+3.6 pts

86th pct

Profitability

+2.1 pts

64th pct

Earnings growth

+2.0 pts

91th pct

Shareholder dilution

+1.0 pts

69th pct

Institutional flow

-0.7 pts

37th pct

Earnings quality

-0.8 pts

42th pct

Free cash flow

-0.8 pts

45th pct

Latest change (2026-09-08): 65 → 68 · ↑ Revenue growth 1→90; ↑ Revenue scale 62→99; despite ↓ Free cash flow 98→43

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

DELL Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Dell Technologies Inc. (DELL), a Technology sector company. 13F Pro's AI-powered ranking engine scores DELL at 71.2/100 on a 32-signal composite quality model, placing it at rank #193 of 2,961 stocks — the top 10% of the AI-ranked universe. DELL scores in the top quartile across revenue scale (99.0), revenue growth (87.0), balance sheet strength (86.4). Areas of concern include institutional flow (36.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Dell Technologies Inc. reports quarterly revenue of $47.0B, net income of $4.1B, an operating margin of 11.5%. Top institutional holders of DELL by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. DELL trades on the NYSE exchange and files with the SEC under CIK 1571996. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DELL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Dell Technologies Inc. directly from SEC EDGAR. Dell Technologies Inc.'s 13F Pro composite quality score has ranged between 44 and 73 since 2021, currently 71.2 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Dell Technologies Inc.

Quirks, history, and lore behind DELL — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · large-cap · listed on the NYSE · headquartered in Texas.
2
The Numbers
Annual revenue of roughly $90 billion, making it one of the largest tech companies on earth — yet most people couldn't name its CEO if you spotted them the first letter.
3
The History
Founded in 1984 by a college freshman with just $1,000 in a University of Texas dorm room, it pioneered selling computers directly to customers and cutting out the middleman entirely.
4
The Secret
The founder took the company private in 2013 to escape Wall Street pressure, then dramatically returned to public markets five years later in one of the largest tech re-listings ever.
5
The Lore
Its founder bought the company that once tried to acquire Apple — EMC — for a staggering $67 billion, the largest tech merger in history at the time.
6
The Giveaway
That dorm-room founder still runs the show, his last name is literally on every laptop, and the company's initials are tattooed on the chest of every alienware-gaming, XPS-toting tech enthusiast you know.

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What's Driving DELL's Business? Latest 10-Q Breakdown

✓ 31/31 datapoints verified

AI-extracted from Dell Technologies Inc.'s 10-Q filed 2026-09-08 — Q2 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Dell delivered Q2 revenue of $47.0B (+58% YoY) driven by exceptional AI-optimized servers demand, with operating income surging 204% to $5.4B.

Biggest Revenue Drivers

Infrastructure Solutions Group$31.8B+89% YoY

Strong demand for AI-optimized servers (+100% YoY), traditional servers and networking (+122% YoY), and storage (+26% YoY).

Client Solutions Group$15.0B+20% YoY

Commercial offerings grew 22% YoY; consumer offerings grew 7% YoY, driven by disciplined pricing and PC refresh cycle.

Biggest Revenue Drivers

Total revenue: $47.0B+58% YoY

Infrastructure Solutions Group$31.8B+89% YoY

Strong demand for AI-optimized servers (+100% YoY), traditional servers and networking (+122% YoY), and storage (+26% YoY).

Within Infrastructure Solutions Group

AI-optimized servers$16.4B+100% YoY

Significant increased demand for AI-optimized servers designed for training, fine-tuning, and inferencing workloads.

Traditional servers and networking$10.5B+122% YoY

Growth driven by disciplined pricing and richer configurations as customers modernize data centers.

Client Solutions Group$15.0B+20% YoY

Commercial offerings grew 22% YoY; consumer offerings grew 7% YoY, driven by disciplined pricing and PC refresh cycle.

Largest Expense Items

Cost of net revenue$37.1B+53% YoY

Increase driven by higher product and services revenue, partially offset by disciplined pricing and improved gross margin rate.

Selling, general, and administrative$3.3B+15% YoY

Increase principally due to higher employee compensation and benefits related to variable compensation.

Research and development$1.1B+41% YoY

Increase principally due to higher employee compensation and benefits related to variable compensation.

Margins: Gross margin increased 80% to $9.8B with gross margin rate expanding 260 basis points to 20.9%, driven by disciplined pricing. However, the shift in mix toward lower-margin AI-optimized servers partially offset gains; management expects continued margin pressure from this mix shift and inflationary component costs.

Watch Items from the Filing

AI-optimized servers revenue highly concentrated: substantial majority of revenue from relatively small number of large customers and cloud service providers, creating elevated credit risk in trade and financing receivables.
Supply constraints and memory cost inflation persist: global supply constraints and substantial inflation in memory component costs expected to continue throughout Fiscal 2027, impacting gross margins and input costs.
Financing receivables and DFS debt grew significantly: financing receivables increased to $20.4B (+43% from January 2026); DFS debt and allocated debt grew to $20.7B (+41%), funding rapid demand for lease/loan offerings.
Purchase obligations increased materially: $34.8B in total purchase obligations as of July 31, 2026 (up from ~$24B implied at January 2026), with $24.6B due within 12 months due to AI-optimized servers component commitments.
IRS examination ongoing for FY2018–2019 with significant proposed adjustments: Company disputes IRS proposals and pursuing administrative appeals; resolution expected to extend beyond 12 months with potential material impact.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$47.0B

Net Income

Q2 2026

$4.1B

Free Cash Flow

Q2 2026

$986.0M

Operating Margin

Q2 2026

11.5%

ROIC

Q2 2026

51.9%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+18.8% YoY

$113.54BFY 2026

FY23 $102.30BFY24 $88.42BFY25 $95.57BFY26 $113.54B

Net Income

+29.3% YoY

$5.94BFY 2026

FY23 $2.44BFY24 $3.39BFY25 $4.59BFY26 $5.94B

Operating Income

+30.7% YoY

$8.15BFY 2026

FY23 $5.77BFY24 $5.41BFY25 $6.24BFY26 $8.15B

EPS (Diluted)

+36.1% YoY

$8.68FY 2026

FY23 $3.24FY24 $4.60FY25 $6.38FY26 $8.68

Total Assets

+27.0% YoY

$101.29BFY 2026

FY23 $89.61BFY24 $82.09BFY25 $79.75BFY26 $101.29B

Total Debt

+32.7% YoY

$39.49BFY 2026

FY23 $36.16BFY24 $32.98BFY25 $29.77BFY26 $39.49B

Op. Cash Flow

+147.4% YoY

$11.19BFY 2026

FY23 $3.56BFY24 $8.68BFY25 $4.52BFY26 $11.19B

Free Cash Flow

+357.6% YoY

$8.55BFY 2026

FY23 $562.0MFY24 $5.92BFY25 $1.87BFY26 $8.55B

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$113.54B +18.8%	$95.57B +8.1%	$88.42B -13.6%	$102.30B +1.1%	$101.20B +16.8%	$86.67B
Net Income	$5.94B +29.3%	$4.59B +35.5%	$3.39B +38.7%	$2.44B -56.1%	$5.56B +71.2%	$3.25B
Operating Income	$8.15B +30.7%	$6.24B +15.3%	$5.41B -6.2%	$5.77B +23.9%	$4.66B +26.4%	$3.69B
EPS (Diluted)	$8.68 +36.1%	$6.38 +38.7%	$4.60 +42.0%	$3.24	—	$4.22
Total Assets	$101.29B +27.0%	$79.75B -2.9%	$82.09B -8.4%	$89.61B -3.4%	$92.73B -24.9%	$123.42B
Total Debt	$39.49B +32.7%	$29.77B -9.7%	$32.98B -8.8%	$36.16B +10.3%	$32.78B -28.1%	$45.58B
Operating Cash Flow	$11.19B +147.4%	$4.52B -47.9%	$8.68B +143.4%	$3.56B -65.4%	$10.31B -9.6%	$11.41B
Free Cash Flow	$8.55B +357.6%	$1.87B -68.4%	$5.92B +953.4%	$562.0M -92.5%	$7.51B -19.5%	$9.32B

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Available Research

13F Pro tracks comprehensive data for Dell Technologies Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of DELL

BlackRock, Inc.
$10.4B24,094,119 sh
VANGUARD CAPITAL MANAGEMENT LLC
$8.2B19,013,637 sh
STATE STREET CORP
$5.9B13,764,359 sh
BANK OF AMERICA CORP /DE/
$4.7B10,842,148 sh
JPMORGAN CHASE & CO
$4.3B10,437,458 sh
JANE STREET GROUP, LLC
$3.7B8,674,400 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$3.3B7,668,070 sh
GEODE CAPITAL MANAGEMENT, LLC
$3.3B7,651,858 sh
MORGAN STANLEY
$3.1B7,074,450 sh
JANE STREET GROUP, LLC
$2.9B6,735,900 sh

Fund	Value	Shares
BlackRock, Inc.	$10.4B	24,094,119
VANGUARD CAPITAL MANAGEMENT LLC	$8.2B	19,013,637
STATE STREET CORP	$5.9B	13,764,359
BANK OF AMERICA CORP /DE/	$4.7B	10,842,148
JPMORGAN CHASE & CO	$4.3B	10,437,458
JANE STREET GROUP, LLC	$3.7B	8,674,400
VANGUARD PORTFOLIO MANAGEMENT LLC	$3.3B	7,668,070
GEODE CAPITAL MANAGEMENT, LLC	$3.3B	7,651,858
MORGAN STANLEY	$3.1B	7,074,450
JANE STREET GROUP, LLC	$2.9B	6,735,900

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Is DELL a good stock to buy?

13F Pro's AI-powered analysis of Dell Technologies Inc. (DELL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DELL are available on the DELL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. DELL is classified as a mega company.

Which hedge funds own DELL?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DELL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Dell Technologies Inc.'s investment landscape.