TD Waterhouse Canada Inc. raised its stake in shares of Hewlett Packard Enterprise Company (NYSE:HPE – Free Report) by 280.3% during the second quarter, HoldingsChannel reports. The fund owned 141,101 shares of the technology company’s stock after acquiring an additional 104,003 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in Hewlett Packard Enterprise were worth $6,251,000 as of its most recent SEC filing.
Other hedge funds also recently made changes to their positions in the company. Headlands Technologies LLC acquired a new stake in Hewlett Packard Enterprise during the second quarter worth about $26,000. Delos Wealth Advisors LLC acquired a new stake in Hewlett Packard Enterprise in the 2nd quarter valued at approximately $27,000. SJS Investment Consulting Inc. raised its stake in shares of Hewlett Packard Enterprise by 159.5% during the first 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 during the 4th quarter worth about $30,000. Finally, First Bancorp Inc ME bought a new stake in Hewlett Packard Enterprise during the second quarter worth approximately $30,000. Institutional investors and hedge funds own 80.78% of the company’s stock.
Insiders Place Their Bets
In other Hewlett Packard Enterprise news, SVP Kirt Karros sold 18,785 shares of the stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $48.50, for a total value of $911,072.50. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.44% of the company’s stock.
Analyst Ratings Changes
Check Out Our Latest Research Report on HPE
Key Headlines Impacting 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 Price Performance
Hewlett Packard Enterprise stock opened at $51.96 on Monday. Hewlett Packard Enterprise Company has a one year low of $19.84 and a one year high of $64.25. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.11 and a quick ratio of 0.72. The business has a 50 day simple moving average of $49.95 and a 200 day simple moving average of $37.89. The company has a market capitalization of $68.97 billion, a PE ratio of 27.06, a price-to-earnings-growth ratio of 0.51 and a beta of 1.43.
Hewlett Packard Enterprise (NYSE:HPE – Get Free Report) last released its quarterly earnings results on Wednesday, September 2nd. The technology company reported $1.11 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.18. The business had revenue of $12.21 billion for the quarter, compared to analyst estimates of $11.97 billion. Hewlett Packard Enterprise had a return on equity of 15.50% and a net margin of 6.60%.Hewlett Packard Enterprise’s revenue for the quarter was up 33.7% on a year-over-year basis. During the same period in the prior year, the company earned $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. On average, sell-side analysts forecast that Hewlett Packard Enterprise Company will post 3.03 EPS for the current fiscal year.
Hewlett Packard Enterprise Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Thursday, September 17th will be paid a $0.1425 dividend. The ex-dividend date of this dividend is Thursday, September 17th. This represents a $0.57 dividend on an annualized basis and a dividend yield of 1.1%. Hewlett Packard Enterprise’s dividend payout ratio is 29.69%.
About Hewlett Packard Enterprise
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.
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