Hewlett Packard Enterprise Company $HPE Stock Sold by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC lowered its stake in Hewlett Packard Enterprise Company (NYSE:HPE) by 2.6% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 447,351 shares of the technology company’s stock after selling 12,058 shares during the period. Nisa Investment Advisors LLC’s holdings in Hewlett Packard Enterprise were worth $28,645,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in HPE. Robeco Institutional Asset Management B.V. increased its position in Hewlett Packard Enterprise by 154.9% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 2,271,024 shares of the technology company’s stock valued at $145,096,000 after buying an additional 1,379,938 shares in the last quarter. Blue Jean Financial LLC purchased a new position in Hewlett Packard Enterprise during the third quarter valued at $1,955,000. Asset Advisory Group Inc. bought a new stake in Hewlett Packard Enterprise in the third quarter worth $260,000. Parkway Wealth Management Group LLC boosted its holdings in Hewlett Packard Enterprise by 36.7% in the third quarter. Parkway Wealth Management Group LLC now owns 110,121 shares of the technology company’s stock worth $7,036,000 after acquiring an additional 29,551 shares in the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd boosted its holdings in Hewlett Packard Enterprise by 8.4% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 186,317 shares of the technology company’s stock worth $11,904,000 after acquiring an additional 14,462 shares in the last quarter. Institutional investors own 80.78% of the company’s stock.

Key Hewlett Packard Enterprise News

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

• Positive Sentiment: AI-server sector rebound: HPE shares moved higher alongside Super Micro Computer and Dell after Super Micro reported strong preliminary quarterly revenue, easing concerns from the prior week’s AI-hardware selloff. Super Micro Computer Surges On Blowout Preliminary Revenue; Dell, HPE Also Jump
• Positive Sentiment: New AI server platform: HPE launched ProLiant Gen13 servers using sixth-generation AMD EPYC processors. The systems target AI inference, agentic AI, simulations and financial modeling, potentially supporting higher-value enterprise infrastructure growth. Learn Why The Bull Case For HPE Stock Could Change Following Gen13 Server Launch
• Positive Sentiment: Miami Heat contract: HPE will modernize wired and wireless networking at Miami’s Kaseya Center, including AI-enabled connectivity and Wi-Fi infrastructure. The deal provides a visible customer reference for HPE’s networking and self-driving network offerings, though its direct financial impact is likely modest. HPE and Miami HEAT transform Kaseya Center fan experience
• Positive Sentiment: Space and HPC publicity: HPE’s Spaceborne Computer 4 is planned to run high-performance computing and AI benchmarks on the Moon aboard Astrolab’s FLIP rover, reinforcing the company’s positioning in specialized computing. The announcement is strategically notable but not an immediate earnings driver. HPE Spaceborne Computer to Power High Performance Computing and AI on the Moon
• Neutral Sentiment: Refurbished infrastructure opportunity: HPE’s upcycling business may benefit from demand for lower-cost refurbished equipment as companies expand AI capacity, including potential opportunities tied to Juniper Networks. HPE upcycle biz sees Juniper opportunity amid AI refurb surge
• Negative Sentiment: Price-target cut: Barclays lowered its HPE target from $83 to $77. The revised target remains above the recent trading level, but the reduction signals increasing caution after recent volatility and concerns that strong AI growth may not fully translate into sustainable returns. Barclays cuts target for Hewlett Packard Enterprise stock

Insider Activity at Hewlett Packard Enterprise

In other Hewlett Packard Enterprise news, CEO Antonio F. Neri sold 250,000 shares of the business’s stock in a transaction dated Monday, October 5th. The stock was sold at an average price of $68.31, for a total value of $17,077,500.00. Following the completion of the transaction, the chief executive officer owned 1,182,393 shares of the company’s stock, valued at approximately $80,769,265.83. The trade was a 17.45% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rami Rahim sold 34,456 shares of the company’s stock in a transaction dated Tuesday, September 29th. The shares were sold at an average price of $61.42, for a total transaction of $2,116,287.52. Following the transaction, the executive vice president owned 875,133 shares in the company, valued at $53,750,668.86. This represents a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 551,456 shares of company stock valued at $35,271,258 over the last ninety days. Insiders own 0.44% of the company’s stock.

Analysts Set New Price Targets

HPE has been the topic of a number of recent research reports. Truist Financial reissued a “buy” rating and issued a $75.00 target price (up from $70.00) on shares of Hewlett Packard Enterprise in a research note on Thursday, October 1st. UBS Group lifted their price target on Hewlett Packard Enterprise from $59.00 to $66.00 and gave the stock a “neutral” rating in a research report on Thursday, October 1st. Piper Sandler upped their price target on shares of Hewlett Packard Enterprise from $57.00 to $70.00 and gave the stock a “neutral” rating in a research note on Thursday, October 1st. The Goldman Sachs Group increased their price objective on shares of Hewlett Packard Enterprise from $75.00 to $80.00 and gave the company a “buy” rating in a research report on Tuesday, October 6th. Finally, Deutsche Bank Aktiengesellschaft assumed coverage on shares of Hewlett Packard Enterprise in a research report on Tuesday, September 1st. They set a “buy” rating and a $62.00 price objective on the stock. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $65.44.

Hewlett Packard Enterprise Stock Performance

HPE stock opened at $56.06 on Wednesday. The stock has a market capitalization of $74.42 billion, a PE ratio of 29.20, a price-to-earnings-growth ratio of 0.50 and a beta of 1.39. Hewlett Packard Enterprise Company has a 12-month low of $19.84 and a 12-month high of $73.56. The company has a current ratio of 1.11, a quick ratio of 0.72 and a debt-to-equity ratio of 0.65. The stock’s 50 day simple moving average is $59.40 and its 200 day simple moving average is $46.95.

Hewlett Packard Enterprise (NYSE:HPE) last issued its earnings results on Wednesday, September 2nd. The technology company reported $1.11 EPS for the quarter, beating the consensus estimate of $0.93 by $0.18. The business had revenue of $12.21 billion for the quarter, compared to the consensus estimate of $11.97 billion. Hewlett Packard Enterprise had a return on equity of 15.50% and a net margin of 6.60%. The company’s revenue was up 33.7% compared to the same quarter last year. During the same period last year, the business posted $0.44 EPS. Hewlett Packard Enterprise has set its Q4 2026 guidance at 1.200-1.300 EPS and its FY 2026 guidance at 3.750-3.850 EPS. As a group, research analysts forecast that Hewlett Packard Enterprise Company will post 3.34 earnings per share for the current fiscal year.

Hewlett Packard Enterprise Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, October 16th. Investors of record on Thursday, September 17th were given a dividend of $0.1425 per share. The ex-dividend date of this dividend was Thursday, September 17th. This represents a $0.57 annualized dividend and a dividend yield of 1.0%. Hewlett Packard Enterprise’s dividend payout ratio (DPR) is 29.69%.

About Hewlett Packard Enterprise

Hewlett Packard Enterprise Company (NYSE:HPE) is a global technology company that provides information technology solutions for businesses, governments and other organizations. Its offerings are designed to help customers build, manage and modernize data centers, hybrid cloud environments and edge computing operations.

HPE’s portfolio includes enterprise servers and compute systems, data storage, networking products, high-performance computing and artificial intelligence infrastructure.