BW Gestao de Investimentos Ltda. Decreases Position in Hewlett Packard Enterprise Company $HPE

BW Gestao de Investimentos Ltda. cut its stake in Hewlett Packard Enterprise Company (NYSE:HPE) by 62.7% in the fourth quarter, HoldingsChannel reports. The firm owned 134,283 shares of the technology company’s stock after selling 225,717 shares during the quarter. BW Gestao de Investimentos Ltda.’s holdings in Hewlett Packard Enterprise were worth $3,225,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. Headlands Technologies LLC acquired a new position in Hewlett Packard Enterprise in the 2nd quarter valued at about $26,000. Clearstead Trust LLC boosted its stake in shares of Hewlett Packard Enterprise by 93.8% during the 3rd quarter. Clearstead Trust LLC now owns 1,291 shares of the technology company’s stock worth $32,000 after acquiring an additional 625 shares in the last quarter. Thompson Investment Management Inc. acquired a new position in shares of Hewlett Packard Enterprise during the 4th quarter worth approximately $34,000. JFS Wealth Advisors LLC raised its position in shares of Hewlett Packard Enterprise by 40.5% during the 4th quarter. JFS Wealth Advisors LLC now owns 1,565 shares of the technology company’s stock worth $38,000 after purchasing an additional 451 shares during the last quarter. Finally, WealthCollab LLC raised its position in shares of Hewlett Packard Enterprise by 121.8% during the 4th quarter. WealthCollab LLC now owns 1,657 shares of the technology company’s stock worth $40,000 after purchasing an additional 910 shares during the last quarter. 80.78% of the stock is currently owned by hedge funds and other institutional investors.

Hewlett Packard Enterprise News Roundup

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

• Positive Sentiment: HPE reported Q2 earnings of $0.79 per share on revenue of $10.68 billion, beating Wall Street estimates and marking 40% year-over-year revenue growth as networking demand jumped. HPE Reports Fiscal 2026 Second Quarter Results
• Positive Sentiment: The company lifted full-year fiscal 2026 guidance well above analyst expectations and said it is now on track to hit 2028 financial targets two years early, reinforcing the view that AI demand is accelerating growth. HPE expects to achieve 2028 financial targets this year after record quarter on AI boom
• Positive Sentiment: Analysts turned more constructive after the report, with multiple firms raising price targets and several reiterating buy/overweight views, suggesting expectations are being reset higher. Analyst target updates via Benzinga
• Positive Sentiment: HPE also introduced a new NVIDIA Vera CPU-based server for agentic AI workloads, adding another catalyst tied to its AI server strategy. HPE Introduces CPU Server with NVIDIA Vera CPU, Purpose-built for Agentic AI

Insider Activity at Hewlett Packard Enterprise

In other news, CEO Antonio F. Neri sold 150,000 shares of the firm’s stock in a transaction on Friday, April 17th. The shares were sold at an average price of $26.50, for a total transaction of $3,975,000.00. Following the transaction, the chief executive officer owned 1,687,329 shares in the company, valued at approximately $44,714,218.50. This trade represents a 8.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Fidelma Russo sold 17,001 shares of the business’s stock in a transaction on Tuesday, April 21st. The stock was sold at an average price of $27.97, for a total transaction of $475,517.97. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 702,402 shares of company stock worth $18,440,171. 0.44% of the stock is currently owned by company insiders.

Hewlett Packard Enterprise Trading Up 19.3%

Hewlett Packard Enterprise stock opened at $56.05 on Wednesday. Hewlett Packard Enterprise Company has a 1 year low of $17.16 and a 1 year high of $64.25. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.75 and a current ratio of 1.03. The firm has a market cap of $74.37 billion, a price-to-earnings ratio of 52.39, a price-to-earnings-growth ratio of 1.20 and a beta of 1.42. The firm’s 50 day moving average price is $29.23 and its two-hundred day moving average price is $24.80.

Hewlett Packard Enterprise (NYSE:HPE) last posted its quarterly earnings data on Monday, June 1st. The technology company reported $0.79 earnings per share for the quarter, topping the consensus estimate of $0.54 by $0.25. Hewlett Packard Enterprise had a net margin of 3.94% and a return on equity of 11.99%. The firm had revenue of $10.68 billion for the quarter, compared to analysts’ expectations of $9.78 billion. During the same period in the previous year, the company posted ($0.82) EPS. The company’s quarterly revenue was up 40.0% compared to the same quarter last year. 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, research analysts predict that Hewlett Packard Enterprise Company will post 1.97 EPS for the current fiscal year.

Hewlett Packard Enterprise Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 16th will be paid a dividend of $0.1425 per share. The ex-dividend date of this dividend is Tuesday, June 16th. This represents a $0.57 dividend on an annualized basis and a dividend yield of 1.0%. Hewlett Packard Enterprise’s dividend payout ratio (DPR) is -300.00%.

Analyst Ratings Changes

Several brokerages have weighed in on HPE. Wells Fargo & Company boosted their price target on Hewlett Packard Enterprise from $26.00 to $67.00 and gave the company an “equal weight” rating in a report on Tuesday. Citigroup upped their price target on shares of Hewlett Packard Enterprise from $39.00 to $70.00 and gave the stock a “buy” rating in a research report on Tuesday. Raymond James Financial increased their price target on shares of Hewlett Packard Enterprise from $29.00 to $74.00 and gave the stock an “outperform” rating in a research report on Tuesday. UBS Group increased their price objective on shares of Hewlett Packard Enterprise from $25.00 to $65.00 and gave the stock a “neutral” rating in a research note on Tuesday. Finally, Sanford C. Bernstein lifted their target price on Hewlett Packard Enterprise from $35.00 to $62.00 and gave the company a “market perform” rating in a research note on Tuesday. Eleven analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $59.47.

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.