Nilsine Partners LLC Takes $1.89 Million Position in Hewlett Packard Enterprise Company $HPE

Nilsine Partners LLC acquired a new position in shares of Hewlett Packard Enterprise Company (NYSE:HPE) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 41,938 shares of the technology company’s stock, valued at approximately $1,892,000.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in Hewlett Packard Enterprise by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 173,058,714 shares of the technology company’s stock worth $4,156,870,000 after purchasing an additional 1,917,719 shares during the period. Capital World Investors acquired a new position in Hewlett Packard Enterprise during the fourth quarter worth approximately $901,751,000. Geode Capital Management LLC raised its stake in Hewlett Packard Enterprise by 1.3% in the fourth quarter. Geode Capital Management LLC now owns 34,869,143 shares of the technology company’s stock valued at $835,626,000 after buying an additional 431,728 shares during the period. Elliott Investment Management L.P. raised its stake in Hewlett Packard Enterprise by 47.2% in the first quarter. Elliott Investment Management L.P. now owns 27,421,735 shares of the technology company’s stock valued at $652,912,000 after buying an additional 8,790,757 shares during the period. Finally, Barrow Hanley Mewhinney & Strauss LLC acquired a new stake in shares of Hewlett Packard Enterprise in the fourth quarter valued at approximately $433,537,000. 80.78% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts recently weighed in on HPE shares. Citigroup boosted their target price on Hewlett Packard Enterprise from $70.00 to $74.00 and gave the stock a “buy” rating in a report on Friday, July 24th. UBS Group raised their price target on Hewlett Packard Enterprise from $25.00 to $65.00 and gave the company a “neutral” rating in a report on Tuesday, June 2nd. JPMorgan Chase & Co. lifted their price objective on shares of Hewlett Packard Enterprise from $37.00 to $68.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 2nd. Zacks Research downgraded shares of Hewlett Packard Enterprise from a “strong-buy” rating to a “hold” rating in a report on Monday, August 3rd. Finally, Morgan Stanley raised shares of Hewlett Packard Enterprise from an “equal weight” rating to an “overweight” rating and dropped their price objective for the company from $71.00 to $69.00 in a research report on Monday. Eleven investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, Hewlett Packard Enterprise currently has a consensus rating of “Moderate Buy” and a consensus target price of $69.80.

Insider Activity

In other Hewlett Packard Enterprise news, SVP Kirt P. Karros sold 18,785 shares of the stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $48.50, for a total transaction of $911,072.50. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.44% of the stock is currently owned by insiders.

Hewlett Packard Enterprise Stock Up 1.8%

HPE stock opened at $59.83 on Friday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.75. The stock has a market capitalization of $79.23 billion, a price-to-earnings ratio of 55.92, a PEG ratio of 0.63 and a beta of 1.42. The business’s fifty day moving average price is $48.02 and its two-hundred day moving average price is $34.37. Hewlett Packard Enterprise Company has a fifty-two week low of $19.84 and a fifty-two week high of $64.25.

Hewlett Packard Enterprise (NYSE:HPE) last announced its earnings results on Monday, June 1st. The technology company reported $0.79 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.54 by $0.25. Hewlett Packard Enterprise had a net margin of 3.94% and a return on equity of 11.91%. The company had revenue of $10.68 billion during the quarter, compared to analysts’ expectations of $9.78 billion. During the same quarter in the previous year, the business posted ($0.82) earnings per share. Hewlett Packard Enterprise’s quarterly revenue was up 40.0% on a year-over-year basis. Hewlett Packard Enterprise has set its FY 2026 guidance at 3.350-3.450 EPS and its Q3 2026 guidance at 0.880-0.930 EPS. On average, equities analysts anticipate that Hewlett Packard Enterprise Company will post 2.9 earnings per share for the current year.

Hewlett Packard Enterprise Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 16th were issued a $0.1425 dividend. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $0.57 dividend on an annualized basis and a yield of 1.0%. Hewlett Packard Enterprise’s payout ratio is currently 53.27%.

More Hewlett Packard Enterprise News

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

• Positive Sentiment: A judge approved the U.S. Department of Justice settlement that allows HPE to proceed with its acquisition of Juniper Networks. The ruling removes a significant regulatory obstacle and reduces uncertainty surrounding the deal, which investors may view as strategically important for expanding HPE’s networking business. Hewlett Packard Enterprise wins approval for DOJ settlement in Juniper deal
• Positive Sentiment: Morgan Stanley upgraded HPE, adding to bullish analyst sentiment. The upgrade follows a sharp rally and reflects greater optimism about the company’s earnings outlook and AI-related infrastructure opportunities. Hewlett Packard Enterprise Stock Rating Upgraded by Morgan Stanley
• Positive Sentiment: HPE benefited from strength across AI-server stocks after Super Micro Computer issued strong fiscal 2027 guidance. The sector-wide move suggests investors remain focused on robust demand for AI data-center infrastructure. Super Micro Advances, Dell Gains, HPE Rises on Blowout AI Server Guidance
• Positive Sentiment: HPE’s earnings outlook is attracting attention: Zacks cited its history of earnings surprises and upgraded the stock to a Rank #2, or Buy. Analysts’ estimate revisions and a consensus price target implying additional upside are supporting the bullish case. Hewlett Packard Enterprise Rating Upgrade to Buy
• Neutral Sentiment: HPE will report fiscal third-quarter results on September 2. The scheduled call gives investors a near-term catalyst to assess AI demand, Juniper integration expectations and whether recent earnings momentum can continue. HPE to Present Live Audio Webcast of Fiscal 2026 Third Quarter Earnings Conference Call
• Negative Sentiment: Several states opposed the DOJ settlement, arguing it was ineffective and improperly reached. Although the judge approved the agreement, continued scrutiny could create legal, timing or integration risks for the Juniper transaction. Judge Affirms Settlement Allowing HPE’s Deal for Juniper

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.