Hewlett Packard Enterprise Company $HPE Stock: Sumitomo Mitsui DS Asset Management Company Ltd Raises Stake

Sumitomo Mitsui DS Asset Management Company Ltd raised its position in Hewlett Packard Enterprise Company (NYSE:HPE) by 8.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 186,317 shares of the technology company’s stock after purchasing an additional 14,462 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Hewlett Packard Enterprise were worth $11,904,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Delos Wealth Advisors LLC bought a new position in shares of Hewlett Packard Enterprise during the second quarter valued at approximately $27,000. SJS Investment Consulting Inc. raised its holdings in shares of Hewlett Packard Enterprise by 159.5% in the first quarter. SJS Investment Consulting Inc. now owns 1,165 shares of the technology company’s stock worth $28,000 after buying an additional 716 shares during the period. First Bancorp Inc ME bought a new stake in shares of Hewlett Packard Enterprise during the 2nd quarter worth approximately $30,000. Triumph Capital Management lifted its stake in shares of Hewlett Packard Enterprise by 208.6% during the 3rd quarter. Triumph Capital Management now owns 466 shares of the technology company’s stock worth $30,000 after acquiring an additional 315 shares during the last quarter. Finally, Transamerica Financial Advisors LLC purchased a new position in Hewlett Packard Enterprise during the 2nd quarter valued at $37,000. Institutional investors own 80.78% of the company’s stock.

Insider Buying and Selling at Hewlett Packard Enterprise

In other news, Director Gary Reiner sold 17,000 shares of the stock in a transaction on Monday, September 14th. The stock was sold at an average price of $56.91, for a total transaction of $967,470.00. Following the transaction, the director owned 65,072 shares of the company’s stock, valued at approximately $3,703,247.52. This represents a 20.71% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Rami Rahim sold 34,456 shares of the firm’s stock in a transaction on Tuesday, September 29th. The shares were sold at an average price of $61.42, for a total value of $2,116,287.52. Following the transaction, the executive vice president owned 875,133 shares in the company, valued at approximately $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 sold a total of 551,456 shares of company stock valued at $35,271,258 in the last ninety days. Corporate insiders own 0.44% of the company’s stock.

More 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

Wall Street Analysts Forecast Growth

HPE has been the topic of several research analyst reports. Deutsche Bank Aktiengesellschaft began coverage on Hewlett Packard Enterprise in a research report on Tuesday, September 1st. They issued a “buy” rating and a $62.00 price objective on the stock. UBS Group increased their target price on Hewlett Packard Enterprise from $59.00 to $66.00 and gave the stock a “neutral” rating in a research note on Thursday, October 1st. Piper Sandler lifted their target price on Hewlett Packard Enterprise from $57.00 to $70.00 and gave the stock a “neutral” rating in a research report on Thursday, October 1st. The Goldman Sachs Group boosted their target price on shares of Hewlett Packard Enterprise from $75.00 to $80.00 and gave the company a “buy” rating in a research note on Tuesday, October 6th. Finally, Zacks Research raised shares of Hewlett Packard Enterprise from a “hold” rating to a “strong-buy” rating in a research note on Friday, September 4th. Two research 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’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $65.44.

Hewlett Packard Enterprise Stock Performance

Shares of NYSE:HPE opened at $56.06 on Wednesday. The firm has a market cap 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. The firm’s 50 day simple moving average is $59.40 and its 200-day simple moving average is $46.95. Hewlett Packard Enterprise Company has a one year low of $19.84 and a one year high of $73.56. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.72 and a current ratio of 1.11.

Hewlett Packard Enterprise (NYSE:HPE) last posted its quarterly earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.18. The firm had revenue of $12.21 billion during the quarter, compared to the consensus estimate of $11.97 billion. Hewlett Packard Enterprise had a net margin of 6.60% and a return on equity of 15.50%. The company’s revenue was up 33.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.44 earnings per share. 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, equities analysts predict that Hewlett Packard Enterprise Company will post 3.34 EPS for the current year.

Hewlett Packard Enterprise Announces Dividend

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

Hewlett Packard Enterprise Company Profile

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.