Mizuho Markets Cayman LP Sells 5,161,128 Shares of Hewlett Packard Enterprise Company $HPE

Mizuho Markets Cayman LP cut its position in Hewlett Packard Enterprise Company (NYSE:HPE) by 99.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 7,567 shares of the technology company’s stock after selling 5,161,128 shares during the period. Mizuho Markets Cayman LP’s holdings in Hewlett Packard Enterprise were worth $186,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in HPE. Empowered Funds LLC increased its position in shares of Hewlett Packard Enterprise by 317.3% during the first quarter. Empowered Funds LLC now owns 149,810 shares of the technology company’s stock valued at $2,312,000 after acquiring an additional 113,906 shares in the last quarter. Geneos Wealth Management Inc. raised its holdings in Hewlett Packard Enterprise by 44.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 4,456 shares of the technology company’s stock worth $69,000 after acquiring an additional 1,377 shares during the last quarter. Foundations Investment Advisors LLC bought a new position in Hewlett Packard Enterprise in the 2nd quarter valued at approximately $402,000. Empower Advisory Group LLC purchased a new stake in Hewlett Packard Enterprise during the 2nd quarter valued at $202,000. Finally, Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its stake in Hewlett Packard Enterprise by 7.3% during the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 322,162 shares of the technology company’s stock valued at $6,588,000 after purchasing an additional 21,802 shares during the last quarter. Institutional investors own 80.78% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on HPE shares. The Goldman Sachs Group started coverage on Hewlett Packard Enterprise in a research note on Tuesday, January 13th. They issued a “buy” rating and a $31.00 price target for the company. Argus lifted their price objective on Hewlett Packard Enterprise from $25.00 to $30.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. Morgan Stanley boosted their target price on Hewlett Packard Enterprise from $23.00 to $25.00 and gave the stock an “equal weight” rating in a research report on Tuesday, March 10th. Zacks Research upgraded shares of Hewlett Packard Enterprise from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. Finally, Bank of America raised their price target on shares of Hewlett Packard Enterprise from $29.00 to $32.00 and gave the company a “buy” rating in a report on Tuesday, March 10th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat.com, Hewlett Packard Enterprise currently has an average rating of “Moderate Buy” and a consensus price target of $26.50.

Insider Transactions at Hewlett Packard Enterprise

In other news, CEO Antonio F. Neri sold 26,457 shares of Hewlett Packard Enterprise stock in a transaction dated Monday, December 29th. The stock was sold at an average price of $24.49, for a total transaction of $647,931.93. Following the transaction, the chief executive officer directly owned 2,101,761 shares of the company’s stock, valued at $51,472,126.89. The trade was a 1.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Kirt P. Karros sold 36,460 shares of the business’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $24.61, for a total value of $897,280.60. Following the transaction, the senior vice president owned 18,785 shares of the company’s stock, valued at approximately $462,298.85. This trade represents a 66.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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: Major AI product push with NVIDIA — HPE announced the HPE AI Grid to connect distributed AI factories and inference sites, a solution that could drive large, recurring systems and services revenue from service providers and edge deployments. HPE Transforms Distributed AI Factories Into Intelligent AI grid Powered by NVIDIA
• Positive Sentiment: Expanded NVIDIA AI Computing portfolio and AI Factory/supercomputing wins — HPE rolled out production-ready NVIDIA-integrated systems, liquid-cooled sovereign AI boxes and announced projects with Argonne and HLRS that underpin large-scale, high-margin system deals. These product wins support revenue growth and higher ASPs. HPE Accelerates Secure, Scalable Production-ready AI Through New Innovations With NVIDIA
• Positive Sentiment: Partner ecosystem and governance capabilities — Hirundo joined HPE’s Unleash AI program to add machine-unlearning (privacy/compliance) capabilities, strengthening HPE’s go-to-market for regulated customers. Hirundo Joins HPE’s Unleash AI Partner Program
• Positive Sentiment: Analyst support — Morgan Stanley raised its price target to $25, a bullish signal that can support investor sentiment. Morgan Stanley bullish on Hewlett Packard Enterprise Company (HPE)
• Neutral Sentiment: Quarterly results and outlook — HPE reported Q1 revenue growth and beat EPS, and management raised full-year outlook; investors will watch execution on guidance and margin recovery. HPE Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Value/peer comparisons — coverage from Zacks and others frames HPE as a value play versus peers in storage and hybrid cloud; this can attract long-term investors but may not move short-term price. Here’s Why Hewlett Packard Enterprise (HPE) is a Strong Value Stock
• Negative Sentiment: Supply constraints and margin pressure — analysts and press note memory supply issues and related server constraints that can cap near-term revenue/margin expansion despite robust AI demand; that risk is keeping some investors cautious. How HPE’s Earnings Hike Amid AI Demand And Supply Constraints Has Changed Its Investment Story (HPE)

Hewlett Packard Enterprise Stock Down 0.8%

HPE opened at $21.68 on Wednesday. The company has a current ratio of 1.03, a quick ratio of 0.75 and a debt-to-equity ratio of 0.71. Hewlett Packard Enterprise Company has a 1-year low of $11.97 and a 1-year high of $26.44. The company has a market capitalization of $28.76 billion, a PE ratio of -114.09, a PEG ratio of 0.56 and a beta of 1.31. The firm’s 50 day simple moving average is $21.82 and its two-hundred day simple moving average is $23.04.

Hewlett Packard Enterprise (NYSE:HPE) last issued its quarterly earnings data on Monday, March 9th. The technology company reported $0.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.59 by $0.06. The firm had revenue of $9.30 billion during the quarter, compared to the consensus estimate of $9.31 billion. Hewlett Packard Enterprise had a negative net margin of 0.41% and a positive return on equity of 9.93%. The company’s revenue for the quarter was up 18.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.49 EPS. Hewlett Packard Enterprise has set its FY 2026 guidance at 2.300-2.500 EPS and its Q2 2026 guidance at 0.510-0.550 EPS. As a group, equities analysts forecast that Hewlett Packard Enterprise Company will post 1.85 EPS for the current year.

Hewlett Packard Enterprise Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Tuesday, March 24th will be issued a dividend of $0.1425 per share. This represents a $0.57 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, March 24th. Hewlett Packard Enterprise’s payout ratio is currently -300.00%.

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.