Kendall Capital Management Has $6.10 Million Position in Hewlett Packard Enterprise Company $HPE

Kendall Capital Management boosted its stake in Hewlett Packard Enterprise Company (NYSE:HPE) by 15.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 248,379 shares of the technology company’s stock after acquiring an additional 33,600 shares during the quarter. Hewlett Packard Enterprise accounts for 1.4% of Kendall Capital Management’s portfolio, making the stock its 15th largest position. Kendall Capital Management’s holdings in Hewlett Packard Enterprise were worth $6,100,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently bought and sold shares of HPE. Vanguard Group Inc. boosted its holdings in shares of Hewlett Packard Enterprise by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 171,140,995 shares of the technology company’s stock valued at $4,203,223,000 after buying an additional 1,336,940 shares during the last quarter. Geode Capital Management LLC increased its position in Hewlett Packard Enterprise by 2.2% during the second quarter. Geode Capital Management LLC now owns 34,421,976 shares of the technology company’s stock worth $701,864,000 after acquiring an additional 724,974 shares during the period. Elliott Investment Management L.P. bought a new position in shares of Hewlett Packard Enterprise during the second quarter worth approximately $381,004,000. Slate Path Capital LP increased its stake in Hewlett Packard Enterprise by 36.2% during the 2nd quarter. Slate Path Capital LP now owns 15,896,242 shares of the technology company’s stock worth $325,078,000 after acquiring an additional 4,221,678 shares during the period. Finally, Legal & General Group Plc raised its holdings in Hewlett Packard Enterprise by 0.3% in the 3rd quarter. Legal & General Group Plc now owns 13,241,459 shares of the technology company’s stock valued at $325,210,000 after acquiring an additional 36,765 shares in the last quarter. Institutional investors and hedge funds own 80.78% of the company’s stock.

Trending Headlines about Hewlett Packard Enterprise

Here are the key news stories impacting Hewlett Packard Enterprise this week:

• Positive Sentiment: Q1 beat and upgraded guidance — HPE topped non‑GAAP EPS estimates and raised FY‑2026 and Q2 guidance, citing strong networking demand and record profitability for the quarter. HPE Reports Fiscal 2026 First Quarter Results
• Positive Sentiment: AI/server and networking momentum — Management flagged sizable orders for AI‑optimized servers (NVIDIA‑based) and continued Juniper integration that is driving networking revenue and higher‑margin sales. This underpins the company’s above‑consensus Q2 revenue outlook. Hewlett Packard Enterprise forecasts revenue will surpass estimates
• Positive Sentiment: Short interest fell materially in February — Short interest declined about 12%, lowering potential downside pressure from short sellers and reducing a near‑term days‑to‑cover metric to ~5 days.
• Positive Sentiment: Analyst price‑target moves — Banks raised price targets (Bank of America to $32 and Morgan Stanley raised its target to $25), reflecting growing conviction in HPE’s AI/networking opportunity and providing upside case support. Tickerreport.com
• Neutral Sentiment: Dividend declared — HPE set a quarterly dividend (record date March 24), which supports income investors but is unlikely to change near‑term growth expectations.
• Neutral Sentiment: Mixed underlying performance — While networking surged, Cloud & AI revenue showed softness and GAAP results differ from non‑GAAP figures, prompting some caution about sustainability of margin gains. HPE reports mixed first quarter results, raises 2026 profit outlook
• Neutral Sentiment: Memory shortages and price actions — Management warns memory tightness will persist; HPE is passing on price increases to customers, which may protect revenue but complicate margin and demand visibility. HPE Stays Ahead of Memory Shortage With Price Hikes — Market Talk
• Negative Sentiment: Security vulnerability disclosed — A critical AOS‑CX flaw that can allow admin password resets was reported; remediation and customer impact will be monitored and could create short‑term reputational or support costs. HPE warns of critical AOS-CX flaw allowing admin password resets

Analysts Set New Price Targets

A number of brokerages recently commented on HPE. Morgan Stanley raised their price target on Hewlett Packard Enterprise from $23.00 to $25.00 and gave the stock an “equal weight” rating in a research report on Tuesday. Zacks Research upgraded shares of Hewlett Packard Enterprise from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. Weiss Ratings reissued a “hold (c-)” rating on shares of Hewlett Packard Enterprise in a report on Friday, December 26th. Bank of America boosted their target price on shares of Hewlett Packard Enterprise from $29.00 to $32.00 and gave the company a “buy” rating in a research report on Tuesday. Finally, Argus increased their price target on shares of Hewlett Packard Enterprise from $25.00 to $30.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, Hewlett Packard Enterprise has an average rating of “Hold” and an average price target of $25.82.

Insider Transactions at Hewlett Packard Enterprise

In other news, SVP Kirt P. Karros sold 36,460 shares of Hewlett Packard Enterprise stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $24.61, for a total transaction of $897,280.60. Following the sale, the senior vice president directly owned 18,785 shares of the company’s stock, valued at approximately $462,298.85. This trade represents a 66.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Fidelma Russo sold 126,512 shares of the business’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $24.61, for a total value of $3,113,460.32. Following the sale, the executive vice president owned 51,002 shares in the company, valued at approximately $1,255,159.22. This trade represents a 71.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 238,850 shares of company stock valued at $5,877,664. 0.44% of the stock is currently owned by corporate insiders.

Hewlett Packard Enterprise Price Performance

Shares of NYSE:HPE opened at $21.09 on Wednesday. Hewlett Packard Enterprise Company has a one year low of $11.97 and a one year high of $26.44. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.01 and a quick ratio of 0.76. The company has a market cap of $28.03 billion, a price-to-earnings ratio of -111.01, a PEG ratio of 0.60 and a beta of 1.31. The firm has a 50 day simple moving average of $22.05 and a 200 day simple moving average of $23.08.

Hewlett Packard Enterprise (NYSE:HPE) last posted its earnings results on Monday, March 9th. The technology company reported $0.65 earnings per share for the quarter, topping analysts’ consensus estimates of $0.59 by $0.06. The firm had revenue of $9.30 billion for the quarter, compared to analysts’ expectations of $9.31 billion. Hewlett Packard Enterprise had a negative net margin of 0.41% and a positive return on equity of 9.97%. The company’s revenue was up 18.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.49 earnings per share. Hewlett Packard Enterprise has set its FY 2026 guidance at 2.300-2.500 EPS and its Q2 2026 guidance at 0.510-0.550 EPS. Research analysts predict that Hewlett Packard Enterprise Company will post 1.85 earnings per share for the current fiscal year.

Hewlett Packard Enterprise Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Tuesday, March 24th will be issued a $0.1425 dividend. This represents a $0.57 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, March 24th. Hewlett Packard Enterprise’s dividend payout ratio is presently -950.00%.

About Hewlett Packard Enterprise

Hewlett Packard Enterprise (HPE) is an enterprise technology company that designs, develops and sells IT infrastructure, software and services for business and government customers. Its core offerings span servers, storage, networking, and related software, together with consulting, integration and support services aimed at modernizing and managing enterprise IT environments. HPE’s product portfolio includes systems for traditional data centers as well as solutions for high-performance computing, edge computing and telecommunications infrastructure.

A major focus for HPE is hybrid cloud and consumption-based IT.