MASTERINVEST Kapitalanlage GmbH acquired a new position in Hewlett Packard Enterprise Company (NYSE:HPE – Free Report) during the second quarter, according to the company in its most recent filing with the SEC. The fund acquired 58,945 shares of the technology company’s stock, valued at approximately $2,659,000.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sax Wealth Advisors LLC increased its position in shares of Hewlett Packard Enterprise by 2.9% during the second quarter. Sax Wealth Advisors LLC now owns 8,782 shares of the technology company’s stock worth $396,000 after acquiring an additional 244 shares during the last quarter. MassMutual Private Wealth & Trust FSB boosted its holdings in Hewlett Packard Enterprise by 5.2% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 7,180 shares of the technology company’s stock valued at $324,000 after purchasing an additional 355 shares during the last quarter. Investment Research Partners LLC boosted its holdings in Hewlett Packard Enterprise by 2.0% in the fourth quarter. Investment Research Partners LLC now owns 21,925 shares of the technology company’s stock valued at $527,000 after purchasing an additional 423 shares during the last quarter. D.A. Davidson & CO. grew its stake in Hewlett Packard Enterprise by 4.5% during the 1st quarter. D.A. Davidson & CO. now owns 9,998 shares of the technology company’s stock valued at $238,000 after purchasing an additional 429 shares in the last quarter. Finally, Compound Planning Inc. grew its stake in Hewlett Packard Enterprise by 2.4% during the 1st quarter. Compound Planning Inc. now owns 18,951 shares of the technology company’s stock valued at $451,000 after purchasing an additional 446 shares in the last quarter. 80.78% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In
HPE has been the topic of a number of recent analyst reports. Barclays upped their target price on Hewlett Packard Enterprise from $28.00 to $67.00 and gave the company an “overweight” rating in a research report on Tuesday, June 2nd. UBS Group increased their price objective on shares of Hewlett Packard Enterprise from $25.00 to $65.00 and gave the company a “neutral” rating in a research note on Tuesday, June 2nd. Bank of America raised their price objective on shares of Hewlett Packard Enterprise from $38.00 to $80.00 and gave the stock a “buy” rating in a report on Tuesday, June 2nd. Loop Capital raised shares of Hewlett Packard Enterprise from a “hold” rating to a “buy” rating and boosted their target price for the stock from $23.00 to $75.00 in a research report on Tuesday, June 2nd. Finally, Argus upped their target price on shares of Hewlett Packard Enterprise from $30.00 to $70.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Eleven research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, Hewlett Packard Enterprise currently has a consensus rating of “Moderate Buy” and an average target price of $69.80.
Insider Activity
In other news, SVP Kirt P. Karros sold 18,785 shares of the firm’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $48.50, for a total value of $911,072.50. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.44% of the company’s stock.
Key Headlines Impacting Hewlett Packard Enterprise
Here are the key news stories impacting Hewlett Packard Enterprise this week:
- Positive Sentiment: HPE’s private-cloud AI business is gaining momentum, supported by rising enterprise demand, growing AI orders and a stronger backlog. These trends could support revenue growth and improve the company’s long-term positioning in AI infrastructure. HPE’s Private Cloud AI Gains Momentum: What Lies Ahead?
- Positive Sentiment: Analysts expect HPE’s upcoming quarterly results to benefit from favorable earnings and revenue trends, raising the possibility of an earnings beat. Investors will focus on AI demand, margins and forward guidance. HPE Earnings Expected to Grow
- Positive Sentiment: Technical coverage remains constructive: HPE recently moved above its 20-day moving average after finding support, while one bullish analysis identified a potential “bull flag” setup ahead of earnings. HPE Crossed Above the 20-Day Moving Average
- Neutral Sentiment: HPE is included among low price-to-book stocks with potential value and growth characteristics, but the comparison is broad and does not provide a specific near-term catalyst. Five Low P/B Stocks
- Negative Sentiment: A reported multiyear Wi-Fi patent deal with Huawei, a U.S.-blacklisted supplier, introduces potential geopolitical, regulatory and reputational concerns. Although the agreement may secure technology rights, investors may view the counterparty risk negatively. HPE Signs Multiyear Global WiFi Patent Deal
- Negative Sentiment: Competitive analysis favors Cisco Systems, citing stronger hyperscaler AI orders, networking growth and an expanding security business. This could limit enthusiasm for HPE among investors seeking long-term networking exposure. HPE vs. CSCO
Hewlett Packard Enterprise Price Performance
Shares of NYSE HPE opened at $54.43 on Friday. Hewlett Packard Enterprise Company has a twelve month low of $19.84 and a twelve month high of $64.25. The company has a current ratio of 1.09, a quick ratio of 0.75 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $72.07 billion, a price-to-earnings ratio of 50.87, a price-to-earnings-growth ratio of 0.59 and a beta of 1.42. The business has a 50 day simple moving average of $49.36 and a 200-day simple moving average of $36.66.
Hewlett Packard Enterprise (NYSE:HPE – Get Free Report) last posted its quarterly earnings results on Monday, June 1st. The technology company reported $0.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.54 by $0.25. Hewlett Packard Enterprise had a return on equity of 11.91% and a net margin of 3.94%.The business had revenue of $10.68 billion for the quarter, compared to analyst estimates of $9.78 billion. During the same period in the prior year, the company posted ($0.82) EPS. The business’s revenue was up 40.0% compared to the same quarter last year. 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. As a group, equities research analysts expect that Hewlett Packard Enterprise Company will post 2.92 earnings per share for the current year.
Hewlett Packard Enterprise Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 16th were issued a dividend of $0.1425 per share. This represents a $0.57 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Tuesday, June 16th. Hewlett Packard Enterprise’s dividend payout ratio is 53.27%.
Hewlett Packard Enterprise Profile
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.
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