Three Seasons Wealth LLC Takes Position in Hewlett Packard Enterprise Company $HPE

Three Seasons Wealth LLC bought a new position in shares of Hewlett Packard Enterprise Company (NYSE:HPE) in the 2nd quarter, Holdings Channel.com reports. The fund bought 17,027 shares of the technology company’s stock, valued at approximately $768,000.

A number of other hedge funds also recently bought and sold shares of the stock. Headlands Technologies LLC acquired a new position in shares of Hewlett Packard Enterprise during the second quarter worth about $26,000. Delos Wealth Advisors LLC purchased a new position in Hewlett Packard Enterprise in the second quarter worth approximately $27,000. SJS Investment Consulting Inc. grew its holdings in Hewlett Packard Enterprise by 159.5% during the 1st quarter. SJS Investment Consulting Inc. now owns 1,165 shares of the technology company’s stock worth $28,000 after acquiring an additional 716 shares in the last quarter. Union Savings Bank acquired a new stake in shares of Hewlett Packard Enterprise in the 4th quarter valued at $30,000. Finally, First Bancorp Inc ME acquired a new stake in shares of Hewlett Packard Enterprise in the 2nd quarter valued at $30,000. Institutional investors and hedge funds own 80.78% of the company’s stock.

Insider Activity

In other news, SVP Kirt Karros sold 18,785 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $48.50, for a total value of $911,072.50. The transaction was disclosed in a document filed with the SEC, which is accessible 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

Several equities analysts recently commented on the company. Wall Street Zen raised Hewlett Packard Enterprise from a “buy” rating to a “strong-buy” rating in a report on Sunday, August 30th. Wells Fargo & Company dropped their price objective on Hewlett Packard Enterprise from $67.00 to $54.00 and set an “equal weight” rating on the stock in a report on Thursday. Barclays raised their target price on Hewlett Packard Enterprise from $67.00 to $79.00 and gave the stock an “overweight” rating in a research report on Thursday. Deutsche Bank Aktiengesellschaft assumed coverage on Hewlett Packard Enterprise in a report on Tuesday. They issued a “buy” rating and a $62.00 price target for the company. Finally, Piper Sandler reissued a “neutral” rating and set a $57.00 price objective (down from $63.00) on shares of Hewlett Packard Enterprise in a report on Thursday. Twelve investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $69.44.

Hewlett Packard Enterprise Stock Performance

Shares of Hewlett Packard Enterprise stock opened at $51.96 on Friday. The firm’s fifty day simple moving average is $49.95 and its 200-day simple moving average is $37.78. Hewlett Packard Enterprise Company has a 12 month low of $19.84 and a 12 month high of $64.25. The stock has a market capitalization of $68.81 billion, a price-to-earnings ratio of 27.06, a PEG ratio of 0.63 and a beta of 1.43. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.11 and a quick ratio of 0.75.

Hewlett Packard Enterprise (NYSE:HPE) last issued its quarterly earnings data on Wednesday, September 2nd. The technology company reported $1.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.18. Hewlett Packard Enterprise had a net margin of 6.60% and a return on equity of 15.50%. The company had revenue of $12.21 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same period last year, the firm posted $0.44 EPS. Hewlett Packard Enterprise’s revenue for the quarter was up 33.7% on a year-over-year basis. 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, equities analysts forecast that Hewlett Packard Enterprise Company will post 2.92 earnings per share for the current year.

Hewlett Packard Enterprise Announces Dividend

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

Trending Headlines about 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?

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.