Corient Private Wealth LP Invests $14.61 Million in Hewlett Packard Enterprise Company $HPE

Corient Private Wealth LP acquired a new stake in Hewlett Packard Enterprise Company (NYSE:HPE) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 323,791 shares of the technology company’s stock, valued at approximately $14,607,000.

Several other large investors have also bought and sold shares of the company. Freemont Management S.A. boosted its holdings in Hewlett Packard Enterprise by 197.1% during the fourth quarter. Freemont Management S.A. now owns 217,200 shares of the technology company’s stock worth $5,217,000 after buying an additional 144,100 shares in the last quarter. CIBC Asset Management Inc grew its position in Hewlett Packard Enterprise by 60.2% in the fourth quarter. CIBC Asset Management Inc now owns 337,691 shares of the technology company’s stock worth $8,111,000 after buying an additional 126,938 shares during the last quarter. Irenic Capital Management LP bought a new position in shares of Hewlett Packard Enterprise in the first quarter valued at $18,691,000. Banque Cantonale Vaudoise lifted its position in shares of Hewlett Packard Enterprise by 73.6% during the 4th quarter. Banque Cantonale Vaudoise now owns 234,456 shares of the technology company’s stock valued at $5,632,000 after acquiring an additional 99,412 shares during the last quarter. Finally, Handelsbanken Fonder AB lifted its position in shares of Hewlett Packard Enterprise by 33.0% during the 4th quarter. Handelsbanken Fonder AB now owns 615,334 shares of the technology company’s stock valued at $14,780,000 after acquiring an additional 152,810 shares during the last quarter. Institutional investors own 80.78% of the company’s stock.

Key Hewlett Packard Enterprise News

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

• Positive Sentiment: J.P. Morgan assigned HPE a Buy rating, adding to the bullish analyst support for the company. Hewlett Packard Enterprise Receives a Buy from J.P. Morgan
• Positive Sentiment: Analysts’ average price target implies approximately 25.5% upside, while upward earnings-estimate revisions suggest expectations for a potential earnings beat. The article cautions that price targets alone are not always reliable. HPE Potential Rally Analysis
• Positive Sentiment: HPE’s third-quarter outlook is supported by demand for AI infrastructure, networking, and hybrid-cloud solutions, with its expanded product portfolio potentially supporting revenue growth. HPE Q3 Earnings Preview
• Neutral Sentiment: Brokerages collectively rate HPE “Moderate Buy,” indicating broadly favorable sentiment but not unanimous conviction. HPE Consensus Recommendation
• Neutral Sentiment: Investors are awaiting detailed third-quarter projections for revenue, earnings, margins, and other operating metrics for the period ended July 2026. HPE Q3 Key Metrics Preview
• Negative Sentiment: Cisco may have an edge over HPE for long-term networking investors because of stronger hyperscaler AI orders, networking growth, and its expanding security business. HPE Versus Cisco Networking Comparison
• Negative Sentiment: HPE’s multiyear global Wi-Fi patent agreement with a blacklisted supplier could raise compliance and reputational concerns, despite resolving intellectual-property issues. HPE Global WiFi Patent Deal

Hewlett Packard Enterprise Stock Down 3.9%

NYSE:HPE opened at $52.31 on Friday. The business’s fifty day moving average price is $49.46 and its 200 day moving average price is $36.77. The firm has a market capitalization of $69.27 billion, a price-to-earnings ratio of 48.89, a PEG ratio of 0.56 and a beta of 1.42. The company has a current ratio of 1.09, a quick ratio of 0.75 and a debt-to-equity ratio of 0.72. Hewlett Packard Enterprise Company has a 1-year low of $19.84 and a 1-year high of $64.25.

Hewlett Packard Enterprise (NYSE:HPE) last announced its quarterly earnings data on Monday, June 1st. The technology company reported $0.79 EPS for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $10.68 billion during the quarter, compared to analyst estimates of $9.78 billion. During the same period last year, the company posted ($0.82) EPS. The business’s quarterly 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. On average, sell-side analysts forecast that Hewlett Packard Enterprise Company will post 2.92 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 Wednesday, July 15th. Investors of record on Tuesday, June 16th were issued a dividend of $0.1425 per share. This represents a $0.57 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Tuesday, June 16th. Hewlett Packard Enterprise’s dividend payout ratio (DPR) is currently 53.27%.

Insider Buying and Selling

In related news, SVP Kirt P. Karros sold 18,785 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $48.50, for a total transaction of $911,072.50. The sale 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.

Analyst Upgrades and Downgrades

HPE has been the topic of a number of recent analyst reports. Piper Sandler reaffirmed a “neutral” rating and set a $63.00 target price (up from $23.00) on shares of Hewlett Packard Enterprise in a research report on Tuesday, June 2nd. Loop Capital raised Hewlett Packard Enterprise from a “hold” rating to a “buy” rating and lifted their price target for the stock from $23.00 to $75.00 in a research note 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 report on Tuesday, June 2nd. Zacks Research downgraded Hewlett Packard Enterprise from a “strong-buy” rating to a “hold” rating in a report on Monday, August 3rd. Finally, Bank of America upped their price objective on shares of Hewlett Packard Enterprise from $38.00 to $80.00 and gave the company a “buy” rating in a research note on Tuesday, June 2nd. Eleven equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $69.80.

Hewlett Packard Enterprise Company 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.