Sivia Capital Partners LLC Has $5.81 Million Holdings in Hewlett Packard Enterprise Company $HPE

Sivia Capital Partners LLC raised its holdings in Hewlett Packard Enterprise Company (NYSE:HPE) by 57.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 128,890 shares of the technology company’s stock after acquiring an additional 46,795 shares during the period. Hewlett Packard Enterprise comprises 0.7% of Sivia Capital Partners LLC’s holdings, making the stock its 14th biggest holding. Sivia Capital Partners LLC’s holdings in Hewlett Packard Enterprise were worth $5,814,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Sax Wealth Advisors LLC lifted its holdings in shares of Hewlett Packard Enterprise by 2.9% in the second quarter. Sax Wealth Advisors LLC now owns 8,782 shares of the technology company’s stock worth $396,000 after acquiring an additional 244 shares during the last quarter. MassMutual Private Wealth & Trust FSB grew its holdings in shares of Hewlett Packard Enterprise by 5.2% during the 2nd 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 last quarter. Investment Research Partners LLC grew its holdings in shares of Hewlett Packard Enterprise by 2.0% during the 4th quarter. Investment Research Partners LLC now owns 21,925 shares of the technology company’s stock valued at $527,000 after purchasing an additional 423 shares during the last quarter. D.A. Davidson & CO. increased its position in Hewlett Packard Enterprise by 4.5% during the 1st 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. lifted its stake in Hewlett Packard Enterprise by 2.4% in the 1st quarter. Compound Planning Inc. now owns 18,951 shares of the technology company’s stock valued at $451,000 after purchasing an additional 446 shares during the last quarter. 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: 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

Insider Buying and Selling

In other Hewlett Packard Enterprise news, SVP Kirt P. Karros sold 18,785 shares of the company’s 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 transaction was disclosed in a document filed with the SEC, which is available at 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.

Wall Street Analyst Weigh In

A number of analysts have weighed in on HPE shares. JPMorgan Chase & Co. raised their target price on shares of Hewlett Packard Enterprise from $37.00 to $68.00 and gave the company an “overweight” rating in a research report on Tuesday, June 2nd. Truist Financial reiterated a “buy” rating and set a $69.00 price target (up from $31.00) on shares of Hewlett Packard Enterprise in a report on Tuesday, June 2nd. Raymond James Financial raised their price objective on Hewlett Packard Enterprise from $29.00 to $74.00 and gave the company an “outperform” rating in a report on Tuesday, June 2nd. Morgan Stanley upgraded Hewlett Packard Enterprise from an “equal weight” rating to an “overweight” rating and reduced their price objective for the stock from $71.00 to $69.00 in a research report on Monday. Finally, Weiss Ratings raised Hewlett Packard Enterprise from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, June 29th. Eleven research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Hewlett Packard Enterprise currently has an average rating of “Moderate Buy” and a consensus target price of $69.80.

Hewlett Packard Enterprise Trading Up 1.8%

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

Hewlett Packard Enterprise (NYSE:HPE) last released its quarterly 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 firm had revenue of $10.68 billion during the quarter, compared to the consensus estimate of $9.78 billion. Hewlett Packard Enterprise had a net margin of 3.94% and a return on equity of 11.91%. The company’s revenue for the quarter was up 40.0% on a year-over-year basis. During the same quarter last year, the firm earned ($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. As a group, research analysts predict that Hewlett Packard Enterprise Company will post 2.9 earnings per share for the current year.

Hewlett Packard Enterprise Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 16th were issued 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 yield of 1.0%. Hewlett Packard Enterprise’s payout ratio is presently 53.27%.

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.