WINTON GROUP Ltd lessened its holdings in Hewlett Packard Enterprise Company (NYSE:HPE – Free Report) by 31.0% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,600 shares of the technology company’s stock after selling 16,423 shares during the period. WINTON GROUP Ltd’s holdings in Hewlett Packard Enterprise were worth $1,651,000 at the end of the most recent quarter.
Other institutional investors have also bought and sold shares of the company. Headlands Technologies LLC bought a new stake in Hewlett Packard Enterprise in the second quarter valued at $26,000. Delos Wealth Advisors LLC acquired a new stake in shares of Hewlett Packard Enterprise in the 2nd quarter valued at $27,000. SJS Investment Consulting Inc. boosted its stake in shares of Hewlett Packard Enterprise by 159.5% in the 1st 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 bought a new stake in shares of Hewlett Packard Enterprise in the 4th quarter worth about $30,000. Finally, First Bancorp Inc ME bought a new stake in shares of Hewlett Packard Enterprise in the 2nd quarter worth about $30,000. Institutional investors and hedge funds own 80.78% of the company’s stock.
Key Headlines Impacting Hewlett Packard Enterprise
Here are the key news stories impacting Hewlett Packard Enterprise this week:
- Positive Sentiment: Oracle’s spending plans lifted the broader AI hardware group, with investors viewing the guidance as evidence of sustained demand for HPE’s AI servers and networking products. HPE and Dell were among the leading gainers in the S&P 500. Dell and HPE Stocks Are Surging on the AI Spending Boom
- Positive Sentiment: HPE’s reported AI backlog of approximately $7.6 billion and rising networking orders point to strong customer demand as hyperscalers and enterprises expand AI infrastructure. This supports expectations for continued revenue growth and improving profitability. Can HPE Sustain Its AI Infrastructure Momentum Amid the Capex Cycle?
- Positive Sentiment: Recent commentary has highlighted HPE’s AI, cloud and networking exposure, stronger profitability and valuation that remains relatively attractive compared with some AI infrastructure peers. The stock’s recent momentum has also drawn additional investor attention. HPE Surges 26% in 3 Months
- Neutral Sentiment: The move follows considerable volatility in AI server shares: HPE recently pulled back alongside Dell and other industry names without any company-specific announcement, underscoring the sector’s sensitivity to changes in expectations for AI capital spending. AI Server Stocks Slide as Two-Day Run Unwinds
- Negative Sentiment: Investors still face execution and cycle risks: elevated expectations for AI infrastructure spending could leave HPE vulnerable if customer budgets slow, while the stock’s rapid advance may increase profit-taking and valuation concerns.
Hewlett Packard Enterprise Trading Up 12.3%
Hewlett Packard Enterprise (NYSE:HPE – Get Free Report) last issued its earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.18. The firm had revenue of $12.21 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Hewlett Packard Enterprise had a return on equity of 15.50% and a net margin of 6.60%.The company’s revenue was up 33.7% compared to the same quarter last year. During the same quarter last year, the business earned $0.44 earnings per share. 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. On average, equities analysts expect that Hewlett Packard Enterprise Company will post 3.34 earnings per share for the current year.
Hewlett Packard Enterprise Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 16th. Investors of record on Thursday, September 17th will be issued a dividend of $0.1425 per share. The ex-dividend date is Thursday, September 17th. This represents a $0.57 dividend on an annualized basis and a yield of 0.9%. Hewlett Packard Enterprise’s payout ratio is currently 29.69%.
Analysts Set New Price Targets
HPE has been the subject of several analyst reports. Truist Financial lifted their price target on shares of Hewlett Packard Enterprise from $69.00 to $70.00 and gave the company a “buy” rating in a report on Thursday, September 3rd. Wells Fargo & Company cut their price target on Hewlett Packard Enterprise from $67.00 to $54.00 and set an “equal weight” rating on the stock in a research note on Thursday, September 3rd. Sanford C. Bernstein lifted their price target on shares of Hewlett Packard Enterprise from $35.00 to $62.00 and gave the stock a “market perform” rating in a research report on Tuesday, June 2nd. Argus reissued a “buy” rating and set a $70.00 price target on shares of Hewlett Packard Enterprise in a research note on Friday, September 4th. Finally, The Goldman Sachs Group increased their price objective on shares of Hewlett Packard Enterprise from $32.00 to $79.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $69.44.
Check Out Our Latest Stock Analysis on Hewlett Packard Enterprise
Insider Buying and Selling
In other Hewlett Packard Enterprise news, SVP Kirt Karros sold 18,785 shares of the stock in a transaction on Monday, June 22nd. The shares were 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 available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.44% of the company’s stock.
About Hewlett Packard Enterprise
Hewlett Packard Enterprise Company (NYSE:HPE) is a global technology company that provides information technology products, services and solutions for businesses and other organizations. Its offerings are designed to support data centers, cloud computing, artificial intelligence, networking and the management of distributed IT environments.
HPE’s portfolio includes enterprise servers, data storage systems, networking equipment, high-performance computing and software. Through its HPE GreenLake platform, the company also delivers cloud and as-a-service solutions that allow customers to access computing, storage, data protection and other IT capabilities through a flexible consumption model.
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