Sivia Capital Partners LLC Purchases 46,795 Shares of Hewlett Packard Enterprise Company $HPE

Sivia Capital Partners LLC lifted its position in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 57.0% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 128,890 shares of the technology company’s stock after purchasing an additional 46,795 shares during the quarter. Hewlett Packard Enterprise makes up about 0.7% of Sivia Capital Partners LLC’s portfolio, making the stock its 14th largest holding. Sivia Capital Partners LLC’s holdings in Hewlett Packard Enterprise were worth $5,814,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. raised its position in shares of Hewlett Packard Enterprise by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 173,058,714 shares of the technology company’s stock worth $4,156,870,000 after acquiring an additional 1,917,719 shares in the last quarter. Capital World Investors acquired a new stake in Hewlett Packard Enterprise during the fourth quarter worth approximately $901,751,000. Geode Capital Management LLC grew its stake in Hewlett Packard Enterprise by 1.3% during the fourth quarter. Geode Capital Management LLC now owns 34,869,143 shares of the technology company’s stock worth $835,626,000 after purchasing an additional 431,728 shares during the period. Elliott Investment Management L.P. increased its holdings in Hewlett Packard Enterprise by 47.2% in the first quarter. Elliott Investment Management L.P. now owns 27,421,735 shares of the technology company’s stock worth $652,912,000 after purchasing an additional 8,790,757 shares in the last quarter. Finally, Barrow Hanley Mewhinney & Strauss LLC bought a new stake in Hewlett Packard Enterprise in the fourth quarter worth approximately $433,537,000. Institutional investors and hedge funds own 80.78% of the company’s stock.

Hewlett Packard Enterprise Trading Up 1.8%

NYSE:HPE opened at $59.83 on Friday. Hewlett Packard Enterprise Company has a 52 week low of $19.84 and a 52 week high of $64.25. The firm has a 50-day moving average price of $48.02 and a two-hundred day moving average price of $34.37. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.75 and a current ratio of 1.09. The firm has a market cap of $79.23 billion, a price-to-earnings ratio of 55.92, a price-to-earnings-growth ratio of 0.63 and a beta of 1.42.

Hewlett Packard Enterprise (NYSE:HPE) last released its earnings results on Monday, June 1st. The technology company reported $0.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.54 by $0.25. The company had revenue of $10.68 billion during the quarter, compared to analyst estimates 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 quarterly revenue was up 40.0% on a year-over-year basis. During the same period in the prior year, the company 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 expect that Hewlett Packard Enterprise Company will post 2.9 earnings per share for the current fiscal year.

Hewlett Packard Enterprise Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 16th were given a dividend of $0.1425 per share. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $0.57 annualized dividend and a dividend yield of 1.0%. Hewlett Packard Enterprise’s dividend payout ratio (DPR) is currently 53.27%.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. Weiss Ratings upgraded Hewlett Packard Enterprise from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, June 29th. Truist Financial reiterated a “buy” rating and set a $69.00 target price (up from $31.00) on shares of Hewlett Packard Enterprise in a research report on Tuesday, June 2nd. The Goldman Sachs Group increased their target price on shares of Hewlett Packard Enterprise from $32.00 to $79.00 and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. Bank of America raised their price target on shares of Hewlett Packard Enterprise from $38.00 to $80.00 and gave the stock a “buy” rating in a report on Tuesday, June 2nd. Finally, Argus upped 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. Eleven investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, Hewlett Packard Enterprise currently has an average rating of “Moderate Buy” and a consensus target price of $69.80.

Insider Activity at Hewlett Packard Enterprise

In other news, SVP Kirt P. 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 legal filing with the SEC, which can be accessed 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.

More Hewlett Packard Enterprise News

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

• Positive Sentiment: A judge approved the U.S. Department of Justice settlement that allows HPE to proceed with its acquisition of Juniper Networks. The ruling removes a significant regulatory obstacle and reduces uncertainty surrounding the deal, which investors may view as strategically important for expanding HPE’s networking business. Hewlett Packard Enterprise wins approval for DOJ settlement in Juniper deal
• Positive Sentiment: Morgan Stanley upgraded HPE, adding to bullish analyst sentiment. The upgrade follows a sharp rally and reflects greater optimism about the company’s earnings outlook and AI-related infrastructure opportunities. Hewlett Packard Enterprise Stock Rating Upgraded by Morgan Stanley
• Positive Sentiment: HPE benefited from strength across AI-server stocks after Super Micro Computer issued strong fiscal 2027 guidance. The sector-wide move suggests investors remain focused on robust demand for AI data-center infrastructure. Super Micro Advances, Dell Gains, HPE Rises on Blowout AI Server Guidance
• Positive Sentiment: HPE’s earnings outlook is attracting attention: Zacks cited its history of earnings surprises and upgraded the stock to a Rank #2, or Buy. Analysts’ estimate revisions and a consensus price target implying additional upside are supporting the bullish case. Hewlett Packard Enterprise Rating Upgrade to Buy
• Neutral Sentiment: HPE will report fiscal third-quarter results on September 2. The scheduled call gives investors a near-term catalyst to assess AI demand, Juniper integration expectations and whether recent earnings momentum can continue. HPE to Present Live Audio Webcast of Fiscal 2026 Third Quarter Earnings Conference Call
• Negative Sentiment: Several states opposed the DOJ settlement, arguing it was ineffective and improperly reached. Although the judge approved the agreement, continued scrutiny could create legal, timing or integration risks for the Juniper transaction. Judge Affirms Settlement Allowing HPE’s Deal for Juniper

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.