Jefferies Financial Group Inc. Takes $34.65 Million Position in Hewlett Packard Enterprise Company $HPE

Jefferies Financial Group Inc. bought a new position in shares of Hewlett Packard Enterprise Company (NYSE:HPE) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 768,052 shares of the technology company’s stock, valued at approximately $34,647,000.

A number of other institutional investors have also bought and sold shares of the company. Headlands Technologies LLC bought a new position in shares of Hewlett Packard Enterprise in the 2nd quarter worth about $26,000. Delos Wealth Advisors LLC bought a new stake in Hewlett Packard Enterprise in the second quarter worth approximately $27,000. SJS Investment Consulting Inc. lifted its stake in 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 valued at $28,000 after buying an additional 716 shares during the period. Union Savings Bank bought a new position in shares of Hewlett Packard Enterprise during the 4th quarter worth approximately $30,000. Finally, First Bancorp Inc ME acquired a new stake in shares of Hewlett Packard Enterprise during the 2nd quarter worth approximately $30,000. Institutional investors own 80.78% of the company’s stock.

Key Stories 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

Hewlett Packard Enterprise stock opened at $54.43 on Friday. Hewlett Packard Enterprise Company has a 52 week low of $19.84 and a 52 week high of $64.25. The company’s 50 day moving average price is $49.36 and its two-hundred day moving average price is $36.66. The stock has a market cap of $72.07 billion, a P/E ratio of 50.87, a P/E/G ratio of 0.59 and a beta of 1.42. The company has a quick ratio of 0.75, a current ratio of 1.09 and a debt-to-equity ratio of 0.72.

Hewlett Packard Enterprise (NYSE:HPE) last issued its quarterly earnings results on Monday, June 1st. The technology company reported $0.79 EPS for the quarter, beating analysts’ consensus estimates of $0.54 by $0.25. The company had revenue of $10.68 billion during the quarter, compared to the consensus estimate of $9.78 billion. Hewlett Packard Enterprise had a return on equity of 11.91% and a net margin of 3.94%.Hewlett Packard Enterprise’s revenue was up 40.0% on a year-over-year basis. During the same period last year, the business posted ($0.82) earnings per share. 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 predict that Hewlett Packard Enterprise Company will post 2.92 earnings per share for the current year.

Hewlett Packard Enterprise Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 16th were paid 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 was Tuesday, June 16th. Hewlett Packard Enterprise’s payout ratio is presently 53.27%.

Insider Activity at Hewlett Packard Enterprise

In related news, SVP Kirt P. Karros sold 18,785 shares of the stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $48.50, for a total transaction of $911,072.50. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.44% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on HPE shares. Raymond James Financial upped their price objective on shares of Hewlett Packard Enterprise from $29.00 to $74.00 and gave the company an “outperform” rating in a report on Tuesday, June 2nd. Truist Financial reissued a “buy” rating and issued a $69.00 price target (up from $31.00) on shares of Hewlett Packard Enterprise in a research report on Tuesday, June 2nd. Loop Capital upgraded shares of Hewlett Packard Enterprise from a “hold” rating to a “buy” rating and upped their price objective for the stock from $23.00 to $75.00 in a report on Tuesday, June 2nd. Argus lifted their price objective on shares of Hewlett Packard Enterprise from $30.00 to $70.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Finally, Barclays upped their target price on shares of Hewlett Packard Enterprise from $28.00 to $67.00 and gave the stock an “overweight” rating in a report on Tuesday, June 2nd. Eleven investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $69.80.

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.