101,909 Hewlett Packard Enterprise Company $HPE Shares Bought by Sterling Capital Management LLC

Sterling Capital Management LLC grew its stake in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 142.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 173,261 shares of the technology company’s stock after buying an additional 101,909 shares during the period. Sterling Capital Management LLC’s holdings in Hewlett Packard Enterprise were worth $11,070,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Ramsey Quantitative Systems acquired a new position in Hewlett Packard Enterprise in the third quarter valued at $31,000. XXI Wealth LLC increased its stake in Hewlett Packard Enterprise by 52.3% during the third quarter. XXI Wealth LLC now owns 10,878 shares of the technology company’s stock worth $695,000 after acquiring an additional 3,734 shares during the last quarter. MBL Wealth LLC increased its stake in Hewlett Packard Enterprise by 154.5% during the third quarter. MBL Wealth LLC now owns 13,542 shares of the technology company’s stock worth $865,000 after acquiring an additional 8,220 shares during the last quarter. Clarity Wealth Development LLC acquired a new stake in Hewlett Packard Enterprise during the third quarter worth about $221,000. Finally, Root Financial Partners LLC lifted its stake in shares of Hewlett Packard Enterprise by 7.5% in the 3rd quarter. Root Financial Partners LLC now owns 14,298 shares of the technology company’s stock valued at $913,000 after purchasing an additional 998 shares in the last quarter. 80.78% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, EVP Rami Rahim sold 34,456 shares of the company’s stock in a transaction that occurred on Tuesday, September 29th. The stock was sold at an average price of $61.42, for a total transaction of $2,116,287.52. Following the sale, the executive vice president directly owned 875,133 shares of the company’s stock, valued at approximately $53,750,668.86. This represents a 3.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary M. Reiner sold 17,000 shares of the stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $56.91, for a total transaction of $967,470.00. Following the sale, the director owned 65,072 shares in the company, valued at approximately $3,703,247.52. This trade represents a 20.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 585,899 shares of company stock valued at $37,270,329 in the last quarter. Insiders own 0.44% of the company’s stock.

Wall Street Analyst Weigh In

HPE has been the subject of a number of research reports. The Goldman Sachs Group boosted their target price on Hewlett Packard Enterprise from $75.00 to $80.00 and gave the stock a “buy” rating in a report on Tuesday, October 6th. Deutsche Bank Aktiengesellschaft began coverage on shares of Hewlett Packard Enterprise in a report on Tuesday, September 1st. They issued a “buy” rating and a $62.00 price target on the stock. Wall Street Zen raised shares of Hewlett Packard Enterprise from a “buy” rating to a “strong-buy” rating in a research report on Sunday, August 30th. Wells Fargo & Company boosted their price objective on shares of Hewlett Packard Enterprise from $54.00 to $63.00 and gave the stock an “equal weight” rating in a research note on Thursday, October 1st. Finally, Zacks Research upgraded shares of Hewlett Packard Enterprise from a “hold” rating to a “strong-buy” rating in a research note on Friday, September 4th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, Hewlett Packard Enterprise presently has a consensus rating of “Moderate Buy” and a consensus target price of $65.44.

More Hewlett Packard Enterprise News

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

• Positive Sentiment: Expanded NVIDIA AI relationship supports growth narrative. HPE updated its AI Factory offerings with NVIDIA to provide more secure deployment, governance and operational controls for regulated industries. The companies also announced collaboration with Schneider Electric on industrial AI agents, potentially broadening HPE’s private-cloud AI opportunity. HPE teams with Nvidia to enhance secure AI deployment Schneider Electric, NVIDIA and HPE strategic collaboration
• Positive Sentiment: HPE outperformed other AI-server stocks. HPE rose more than several peers as investors responded to its AI infrastructure announcements and an upbeat outlook from Super Micro, reinforcing expectations for robust server demand. HPE climbs while AI server peers lag
• Positive Sentiment: Value-oriented support remains. Zacks characterized HPE as a strong value stock, which may attract investors seeking exposure to AI infrastructure at a valuation viewed as more reasonable than some higher-growth technology names. Why HPE is a strong value stock
• Neutral Sentiment: Insider selling was disclosed. EVP Rami Rahim sold approximately $2.0 million of HPE shares, reducing his direct holdings by 3.94%. Because the transaction occurred under a Rule 10b5-1 plan, it may carry less negative signaling value than discretionary selling. SEC insider transaction filing
• Neutral Sentiment: Security remediation highlights product risk and responsiveness. HPE patched eight critical AOS vulnerabilities involving remote code execution and authentication bypass. The fixes reduce customer exposure, although the severity of the flaws could increase scrutiny of HPE security products. HPE patches critical AOS vulnerabilities
• Negative Sentiment: Barclays lowered its HPE price target from $83 to $77. Although the revised target remains above the current trading level, the reduction signals more cautious expectations for valuation or near-term upside. Barclays cuts HPE price target

Hewlett Packard Enterprise Stock Up 2.3%

Shares of HPE stock traded up $1.25 during trading hours on Friday, reaching $56.73. The company had a trading volume of 16,995,535 shares, compared to its average volume of 20,260,952. The company has a market capitalization of $75.30 billion, a P/E ratio of 29.54, a price-to-earnings-growth ratio of 0.49 and a beta of 1.39. Hewlett Packard Enterprise Company has a twelve month low of $19.84 and a twelve month high of $73.56. The stock’s fifty day simple moving average is $59.26 and its 200 day simple moving average is $47.46. 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 announced its 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 company had revenue of $12.21 billion during 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% on a year-over-year basis. During the same period last year, the firm earned $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, sell-side analysts expect that Hewlett Packard Enterprise Company will post 3.34 earnings per share for the current fiscal year.

Hewlett Packard Enterprise Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, October 16th. Stockholders 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 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.