Nisa Investment Advisors LLC Boosts Holdings in Hewlett Packard Enterprise Company $HPE

Nisa Investment Advisors LLC increased its stake in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 5.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 516,092 shares of the technology company’s stock after acquiring an additional 25,321 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Hewlett Packard Enterprise were worth $12,470,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of HPE. Viking Fund Management LLC lifted its stake in Hewlett Packard Enterprise by 22.5% in the fourth quarter. Viking Fund Management LLC now owns 490,000 shares of the technology company’s stock valued at $11,770,000 after buying an additional 90,000 shares during the last quarter. Mcintyre Freedman & Flynn Investment Advisers Inc. grew its position in shares of Hewlett Packard Enterprise by 743.7% during the second quarter. Mcintyre Freedman & Flynn Investment Advisers Inc. now owns 153,975 shares of the technology company’s stock worth $3,149,000 after acquiring an additional 135,725 shares during the last quarter. Caxton Associates LLP increased its holdings in shares of Hewlett Packard Enterprise by 106.8% in the 2nd quarter. Caxton Associates LLP now owns 179,024 shares of the technology company’s stock valued at $3,661,000 after acquiring an additional 92,438 shares during the period. Knights of Columbus Asset Advisors LLC raised its position in Hewlett Packard Enterprise by 118.8% in the 3rd quarter. Knights of Columbus Asset Advisors LLC now owns 145,232 shares of the technology company’s stock valued at $3,567,000 after purchasing an additional 78,859 shares during the last quarter. Finally, Advisors Asset Management Inc. raised its position in Hewlett Packard Enterprise by 12.1% in the 3rd quarter. Advisors Asset Management Inc. now owns 558,702 shares of the technology company’s stock valued at $13,722,000 after purchasing an additional 60,353 shares during the last quarter. 80.78% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Hewlett Packard Enterprise

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

• Positive Sentiment: Truist initiated coverage with a Buy/Strong-Buy and set a $31 price target (roughly 29% upside from current levels), providing a clear near-term catalyst for buying interest. Truist initiates coverage of Hewlett Packard Enterprise (HPE) with buy recommendation
• Positive Sentiment: Zacks/other outlets upgraded HPE to a Strong-Buy, adding to the analyst momentum that supports higher expectations and retail/institutional flows. Zacks.com
• Positive Sentiment: Institutional buying: Ariel Global Fund disclosed a new position in HPE in Q4, signaling confidence from a value-oriented active manager. Ariel Global Fund Initiated a Position in Hewlett Packard Enterprise Company (HPE) in Q4
• Positive Sentiment: Product/strategy news: HPE rolled out new security and AI infrastructure offerings (AI governance, confidential computing, edge security and a national AI Experience Center) that support higher-margin services and enterprise AI adoption. HPE Security And AI Push Raises Questions On Value And Growth Potential
• Neutral Sentiment: Valuation/attention: Analysts and commentators are reassessing HPE after recent share strength (roughly +11% over the last month), weighing upside vs. stretched near-term multiples. Assessing Hewlett Packard Enterprise (HPE) Valuation After Recent Share Price Strength
• Neutral Sentiment: S&P 500 trading/activity spotlight: HPE’s share activity has drawn attention in S&P 500 discussions, which can increase volume and volatility but isn’t a direct fundamental change. Hewlett Packard Enterprise (NYSE:HPE) Share Activity Draws Attention In S&P 500
• Neutral Sentiment: Consensus view: Brokerages show a moderate buy consensus on HPE, supporting continued analyst coverage but implying mixed upside expectations across the sell-side. Hewlett Packard Enterprise Company (NYSE:HPE) Receives Average Rating of “Moderate Buy” from Brokerages

Analyst Ratings Changes

HPE has been the topic of several research reports. The Goldman Sachs Group began coverage on shares of Hewlett Packard Enterprise in a research report on Tuesday, January 13th. They set a “buy” rating and a $31.00 price objective on the stock. Zacks Research raised shares of Hewlett Packard Enterprise from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. Bank of America increased their target price on shares of Hewlett Packard Enterprise from $29.00 to $32.00 and gave the stock a “buy” rating in a research note on Tuesday, March 10th. Argus raised their price target on Hewlett Packard Enterprise from $25.00 to $30.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. Finally, Wall Street Zen upgraded Hewlett Packard Enterprise from a “hold” rating to a “buy” rating in a research report on Saturday, March 14th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $26.76.

Hewlett Packard Enterprise Stock Performance

NYSE:HPE opened at $24.00 on Thursday. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.03 and a quick ratio of 0.75. The firm has a market cap of $31.85 billion, a price-to-earnings ratio of -126.34, a price-to-earnings-growth ratio of 0.61 and a beta of 1.20. The firm’s fifty day moving average price is $22.16 and its 200 day moving average price is $23.02. Hewlett Packard Enterprise Company has a 1-year low of $11.97 and a 1-year high of $26.44.

Hewlett Packard Enterprise (NYSE:HPE) last announced its quarterly earnings data on Monday, March 9th. The technology company reported $0.65 EPS for the quarter, topping analysts’ consensus estimates of $0.59 by $0.06. Hewlett Packard Enterprise had a negative net margin of 0.41% and a positive return on equity of 9.93%. The company had revenue of $9.30 billion during the quarter, compared to the consensus estimate of $9.31 billion. During the same quarter in the prior year, the firm earned $0.49 EPS. Hewlett Packard Enterprise’s quarterly revenue was up 18.4% on a year-over-year basis. Hewlett Packard Enterprise has set its FY 2026 guidance at 2.300-2.500 EPS and its Q2 2026 guidance at 0.510-0.550 EPS. On average, sell-side analysts expect that Hewlett Packard Enterprise Company will post 1.85 EPS for the current year.

Hewlett Packard Enterprise Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Tuesday, March 24th will be issued a dividend of $0.1425 per share. This represents a $0.57 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, March 24th. Hewlett Packard Enterprise’s dividend payout ratio is currently -300.00%.

Insider Activity at Hewlett Packard Enterprise

In other news, EVP Neil B. Macdonald sold 112,652 shares of the stock in a transaction that occurred on Wednesday, March 25th. The stock was sold at an average price of $25.09, for a total transaction of $2,826,438.68. Following the completion of the transaction, the executive vice president directly owned 56,494 shares of the company’s stock, valued at approximately $1,417,434.46. This represents a 66.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Antonio F. Neri sold 264,432 shares of the firm’s stock in a transaction that occurred on Wednesday, March 25th. The shares were sold at an average price of $25.18, for a total value of $6,658,397.76. Following the completion of the sale, the chief executive officer directly owned 1,837,329 shares of the company’s stock, valued at $46,263,944.22. This represents a 12.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 411,085 shares of company stock worth $10,337,582 over the last 90 days. Company insiders own 0.44% of the company’s stock.

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.