TD Waterhouse Canada Inc. Boosts Stock Holdings in Hewlett Packard Enterprise Company $HPE

TD Waterhouse Canada Inc. increased its stake in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 280.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 141,101 shares of the technology company’s stock after purchasing 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.

Several other institutional investors also recently bought and sold shares of HPE. Empowered Funds LLC grew its position in Hewlett Packard Enterprise by 317.3% during the 1st quarter. Empowered Funds LLC now owns 149,810 shares of the technology company’s stock worth $2,312,000 after purchasing an additional 113,906 shares during the last quarter. Geneos Wealth Management Inc. grew its position in Hewlett Packard Enterprise by 44.7% during the 1st quarter. Geneos Wealth Management Inc. now owns 4,456 shares of the technology company’s stock worth $69,000 after purchasing an additional 1,377 shares during the period. Brown Advisory Inc. raised its position in Hewlett Packard Enterprise by 4.4% during the second quarter. Brown Advisory Inc. now owns 23,593 shares of the technology company’s stock valued at $482,000 after acquiring an additional 996 shares in the last quarter. Jump Financial LLC increased its holdings in shares of Hewlett Packard Enterprise by 25.8% during the 2nd quarter. Jump Financial LLC now owns 15,662 shares of the technology company’s stock valued at $320,000 after purchasing an additional 3,215 shares in the last quarter. Finally, WINTON GROUP Ltd purchased a new stake in shares of Hewlett Packard Enterprise during the 2nd quarter worth about $207,000. 80.78% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Hewlett Packard Enterprise

In related news, SVP Kirt Karros sold 18,785 shares of the company’s stock in a transaction on 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 Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.44% of the company’s stock.

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 Price Performance

Hewlett Packard Enterprise stock opened at $51.96 on Monday. Hewlett Packard Enterprise Company has a 12 month low of $19.84 and a 12 month high of $64.25. The stock 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. 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.

Hewlett Packard Enterprise (NYSE:HPE) last posted its quarterly earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.18. Hewlett Packard Enterprise had a return on equity of 15.50% and a net margin of 6.60%.The firm 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 business earned $0.44 earnings per share. The company’s revenue for the quarter was up 33.7% compared to the same quarter last year. 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. Equities analysts predict that Hewlett Packard Enterprise Company will post 3.03 earnings per share for the current year.

Hewlett Packard Enterprise Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 16th. Shareholders of record on Thursday, September 17th will be issued a $0.1425 dividend. 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 is 29.69%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on HPE shares. Wells Fargo & Company reduced their price objective on shares of Hewlett Packard Enterprise from $67.00 to $54.00 and set an “equal weight” rating for the company in a research report on Thursday. Citigroup boosted their price objective on Hewlett Packard Enterprise from $74.00 to $76.00 and gave the stock a “buy” rating in a research note on Thursday. Weiss Ratings upgraded shares of Hewlett Packard Enterprise from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday. Susquehanna boosted their price objective on shares of Hewlett Packard Enterprise from $21.00 to $65.00 and gave the company a “neutral” rating in a report on Tuesday, June 2nd. Finally, JPMorgan Chase & Co. increased their target price on Hewlett Packard Enterprise from $37.00 to $68.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 2nd. Twelve analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $69.44.

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.