Hewlett Packard Enterprise Company $HPE Shares Sold by Munich Reinsurance Co Stock Corp in Munich

Munich Reinsurance Co Stock Corp in Munich decreased its position in Hewlett Packard Enterprise Company (NYSE:HPE) by 68.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 178,188 shares of the technology company’s stock after selling 386,977 shares during the period. Munich Reinsurance Co Stock Corp in Munich’s holdings in Hewlett Packard Enterprise were worth $8,038,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in HPE. Sax Wealth Advisors LLC grew its position in Hewlett Packard Enterprise by 2.9% during the 2nd quarter. Sax Wealth Advisors LLC now owns 8,782 shares of the technology company’s stock worth $396,000 after purchasing an additional 244 shares during the period. MassMutual Private Wealth & Trust FSB grew its position in shares of Hewlett Packard Enterprise by 5.2% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 7,180 shares of the technology company’s stock valued at $324,000 after purchasing an additional 355 shares during the period. Investment Research Partners LLC boosted its holdings in Hewlett Packard Enterprise by 2.0% in the 4th quarter. Investment Research Partners LLC now owns 21,925 shares of the technology company’s stock worth $527,000 after buying an additional 423 shares during the last quarter. D.A. Davidson & CO. increased its position in shares of Hewlett Packard Enterprise by 4.5% during the first quarter. D.A. Davidson & CO. now owns 9,998 shares of the technology company’s stock worth $238,000 after purchasing an additional 429 shares in the last quarter. Finally, Compound Planning Inc. grew its holdings in shares of Hewlett Packard Enterprise by 2.4% during the first quarter. Compound Planning Inc. now owns 18,951 shares of the technology company’s stock worth $451,000 after buying an additional 446 shares in the last quarter. 80.78% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

HPE has been the subject of several recent research reports. Morgan Stanley cut their price target on Hewlett Packard Enterprise from $69.00 to $67.00 and set an “overweight” rating for the company in a report on Thursday. Piper Sandler restated a “neutral” rating and issued a $57.00 price objective (down from $63.00) on shares of Hewlett Packard Enterprise in a report on Thursday. Zacks Research downgraded Hewlett Packard Enterprise from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 3rd. Wells Fargo & Company dropped their price target on shares of Hewlett Packard Enterprise from $67.00 to $54.00 and set an “equal weight” rating for the company in a research note on Thursday. Finally, Loop Capital upgraded shares of Hewlett Packard Enterprise from a “hold” rating to a “buy” rating and upped their target price for the stock from $23.00 to $75.00 in a research note on Tuesday, June 2nd. Twelve investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, Hewlett Packard Enterprise presently has a consensus rating of “Moderate Buy” and an average target price of $69.44.

Insider Activity at Hewlett Packard Enterprise

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 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 Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.44% of the stock is currently owned by company insiders.

Hewlett Packard Enterprise Stock Performance

Shares of HPE stock opened at $51.96 on Friday. The stock has a market cap of $68.81 billion, a PE ratio of 27.06, a P/E/G ratio of 0.63 and a beta of 1.43. Hewlett Packard Enterprise Company has a 1 year low of $19.84 and a 1 year high of $64.25. The stock has a fifty day moving average price of $49.95 and a 200 day moving average price of $37.78. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.75 and a current ratio of 1.11.

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

Hewlett Packard Enterprise Dividend Announcement

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

Hewlett Packard Enterprise News Summary

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 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.