Hewlett Packard Enterprise Company $HPE Shares Bought by Wellington Management Group LLP

Wellington Management Group LLP raised its holdings in Hewlett Packard Enterprise Company (NYSE:HPE) by 34.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 410,169 shares of the technology company’s stock after purchasing an additional 106,163 shares during the period. Wellington Management Group LLP’s holdings in Hewlett Packard Enterprise were worth $18,503,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Headlands Technologies LLC acquired a new stake in Hewlett Packard Enterprise in the 2nd quarter valued at $26,000. Delos Wealth Advisors LLC acquired a new position in Hewlett Packard Enterprise during the second quarter worth $27,000. SJS Investment Consulting Inc. lifted its holdings in Hewlett Packard Enterprise by 159.5% during the first quarter. SJS Investment Consulting Inc. now owns 1,165 shares of the technology company’s stock valued at $28,000 after purchasing an additional 716 shares in the last quarter. Union Savings Bank acquired a new stake in shares of Hewlett Packard Enterprise in the fourth quarter valued at about $30,000. Finally, First Bancorp Inc ME acquired a new stake in shares of Hewlett Packard Enterprise in the second quarter valued at about $30,000. 80.78% of the stock is currently owned by hedge funds and other institutional investors.

Hewlett Packard Enterprise Stock Down 0.1%

Shares of NYSE HPE opened at $51.96 on Monday. The stock has a market cap of $68.97 billion, a PE ratio of 27.06, a P/E/G ratio of 0.51 and a beta of 1.43. The company has a current ratio of 1.11, a quick ratio of 0.72 and a debt-to-equity ratio of 0.65. Hewlett Packard Enterprise Company has a 12-month low of $19.84 and a 12-month high of $64.25. The company has a 50-day moving average of $49.95 and a 200 day moving average of $37.89.

Hewlett Packard Enterprise (NYSE:HPE) last released its earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.18. The business had revenue of $12.21 billion for the quarter, compared to analyst estimates of $11.97 billion. Hewlett Packard Enterprise had a net margin of 6.60% and a return on equity of 15.50%. The business’s revenue was up 33.7% on a year-over-year basis. During the same period last year, the company posted $0.44 EPS. 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 predict that Hewlett Packard Enterprise Company will post 3.03 EPS for the current fiscal year.

Hewlett Packard Enterprise Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 16th. Shareholders of record on Thursday, September 17th will be paid a dividend of $0.1425 per share. The ex-dividend date of this dividend is Thursday, September 17th. This represents a $0.57 dividend on an annualized basis and a yield of 1.1%. Hewlett Packard Enterprise’s payout ratio is 29.69%.

Key Headlines Impacting Hewlett Packard Enterprise

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

• Positive Sentiment: HPE reported fiscal third-quarter adjusted earnings of $1.11 per share, well above the roughly $0.95 consensus estimate, while revenue rose 33.7% year over year to $12.21 billion. HPE Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $3.75–$3.85, above the $3.34 consensus, and forecast fiscal 2026 revenue of $46 billion–$47 billion. It also projected fiscal 2027 revenue growth of 13%–17%, supported by record orders, backlog and expanding enterprise AI demand. HPE raises FY27 outlook on agentic AI demand
• Positive Sentiment: Networking is emerging as a major growth driver: networking revenue increased 75% year over year, with routing revenue reportedly up 270%. HPE’s expanded Oracle relationship, including warrants tied to a large AI-infrastructure deployment, could help secure longer-term demand. HPE and Oracle deepen networking collaboration
• Neutral Sentiment: Analyst opinion remains mixed. Argus, Citi, Truist, Barclays and Raymond James raised targets or maintained bullish ratings, while Piper Sandler, UBS and Wells Fargo retained cautious views or reduced targets. Raymond James set the highest cited target at $86.
• Neutral Sentiment: HPE will host a Networking Investor Day on September 30, which may provide additional detail on the Juniper integration, networking margins and AI infrastructure growth.
• Negative Sentiment: Investors are concerned that component shortages could limit near-term shipments and pressure margins as AI systems represent a larger portion of sales. Those concerns overshadowed the earnings beat and raised outlook, causing HPE’s shares to decrease while semiconductor peers performed better. Why is HPE stock falling despite stronger results?

Insider Transactions at Hewlett Packard Enterprise

In other news, SVP Kirt Karros sold 18,785 shares of Hewlett Packard Enterprise stock in a transaction on Monday, June 22nd. The stock was 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 SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.44% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on HPE shares. JPMorgan Chase & Co. upped their price target 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. Susquehanna boosted their price objective on Hewlett Packard Enterprise from $21.00 to $65.00 and gave the stock a “neutral” rating in a research note on Tuesday, June 2nd. Loop Capital raised Hewlett Packard Enterprise from a “hold” rating to a “buy” rating and increased their target price for the company from $23.00 to $75.00 in a report on Tuesday, June 2nd. The Goldman Sachs Group raised their target price on Hewlett Packard Enterprise from $32.00 to $79.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. Finally, Piper Sandler reaffirmed a “neutral” rating and issued a $57.00 price target (down from $63.00) on shares of Hewlett Packard Enterprise in a research note on Thursday. Twelve equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $69.44.

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.