Three Seasons Wealth LLC Takes $768,000 Position in Hewlett Packard Enterprise Company $HPE

Three Seasons Wealth LLC bought a new position in shares of Hewlett Packard Enterprise Company (NYSE:HPE) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 17,027 shares of the technology company’s stock, valued at approximately $768,000.

Several other institutional investors also recently bought and sold shares of the company. Delos Wealth Advisors LLC acquired a new stake in shares of Hewlett Packard Enterprise in the second quarter worth approximately $27,000. First Bancorp Inc ME purchased a new stake in shares of Hewlett Packard Enterprise during the second quarter worth $30,000. Transamerica Financial Advisors LLC purchased a new stake in shares of Hewlett Packard Enterprise during the second quarter worth $37,000. SJS Investment Consulting Inc. raised its position in shares of Hewlett Packard Enterprise by 159.5% in the first quarter. SJS Investment Consulting Inc. now owns 1,165 shares of the technology company’s stock valued at $28,000 after buying an additional 716 shares during the last quarter. Finally, Ancora Advisors LLC purchased a new position in shares of Hewlett Packard Enterprise in the second quarter worth about $56,000. 80.78% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related 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 transaction of $911,072.50. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.44% of the company’s stock.

Key Stories 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?

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. Loop Capital raised shares of Hewlett Packard Enterprise from a “hold” rating to a “buy” rating and upped their price objective for the company from $23.00 to $75.00 in a research note on Tuesday, June 2nd. Citigroup raised their target price on shares of Hewlett Packard Enterprise from $74.00 to $76.00 and gave the stock a “buy” rating in a research note on Thursday. Susquehanna raised their target price on shares of Hewlett Packard Enterprise from $21.00 to $65.00 and gave the stock a “neutral” rating in a research note on Tuesday, June 2nd. Deutsche Bank Aktiengesellschaft initiated coverage on Hewlett Packard Enterprise in a report on Tuesday. They set a “buy” rating and a $62.00 target price on the stock. Finally, Raymond James Financial increased their price target on Hewlett Packard Enterprise from $74.00 to $86.00 and gave the company an “outperform” rating in a report on Thursday. Twelve equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $69.44.

Hewlett Packard Enterprise Trading Down 4.6%

Shares of HPE stock opened at $51.96 on Friday. Hewlett Packard Enterprise Company has a 1-year low of $19.84 and a 1-year high of $64.25. The firm has a market cap of $68.81 billion, a PE ratio of 27.06, a price-to-earnings-growth ratio of 0.63 and a beta of 1.43. The company has a 50-day moving average of $49.95 and a two-hundred day moving average of $37.78. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.11 and a quick ratio of 0.75.

Hewlett Packard Enterprise (NYSE:HPE) last released its quarterly earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.18. Hewlett Packard Enterprise had a net margin of 6.60% and a return on equity of 15.50%. The business had revenue of $12.21 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the previous year, the firm earned $0.44 EPS. The business’s revenue was up 33.7% on a year-over-year basis. 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, analysts predict that Hewlett Packard Enterprise Company will post 2.92 EPS for the current year.

Hewlett Packard Enterprise Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 16th. Investors of record on Thursday, September 17th will be issued a $0.1425 dividend. This represents a $0.57 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, September 17th. Hewlett Packard Enterprise’s payout ratio is currently 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.