Analog Century Management LP Acquires 214,713 Shares of Hewlett Packard Enterprise Company $HPE

Analog Century Management LP boosted its holdings in Hewlett Packard Enterprise Company (NYSE:HPE) by 8.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,716,725 shares of the technology company’s stock after purchasing an additional 214,713 shares during the quarter. Hewlett Packard Enterprise makes up approximately 3.2% of Analog Century Management LP’s holdings, making the stock its 18th biggest position. Analog Century Management LP’s holdings in Hewlett Packard Enterprise were worth $65,256,000 as of its most recent SEC filing.

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

Hewlett Packard Enterprise Stock Up 3.0%

Shares of HPE opened at $48.20 on Friday. The company has a market cap of $63.82 billion, a PE ratio of 45.04, a P/E/G ratio of 0.52 and a beta of 1.42. The business has a fifty day moving average of $34.03 and a 200 day moving average of $26.58. Hewlett Packard Enterprise Company has a 52-week low of $17.49 and a 52-week high of $64.25. The company has a quick ratio of 0.75, a current ratio of 1.09 and a debt-to-equity ratio of 0.72.

Hewlett Packard Enterprise (NYSE:HPE) last issued its quarterly earnings results on Monday, June 1st. The technology company reported $0.79 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.54 by $0.25. The company had revenue of $10.68 billion during the quarter, compared to the consensus estimate of $9.78 billion. Hewlett Packard Enterprise had a return on equity of 11.91% and a net margin of 3.94%.Hewlett Packard Enterprise’s revenue was up 40.0% on a year-over-year basis. During the same period last year, the company 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. On average, sell-side analysts expect that Hewlett Packard Enterprise Company will post 2.88 EPS for the current year.

Hewlett Packard Enterprise Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 16th will be given a $0.1425 dividend. The ex-dividend date is Tuesday, June 16th. This represents a $0.57 dividend on an annualized basis and a yield of 1.2%. Hewlett Packard Enterprise’s dividend payout ratio (DPR) is currently 53.27%.

Hewlett Packard Enterprise News Summary

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

• Positive Sentiment: Zacks Research upgraded Hewlett Packard Enterprise from “hold” to “strong-buy”, a direct bullish catalyst that can attract momentum and upgrade-driven buying. Zacks upgrade report
• Positive Sentiment: Several Zacks articles placed HPE on Strong Buy lists for momentum and income investors, reinforcing the view that the stock has favorable technical and style-score support. Best Momentum Stocks to Buy for June 11th
• Positive Sentiment: Wall Street analyst coverage cited potential upside of about 47%, suggesting the market may be re-rating HPE higher on improved earnings estimates and valuation arguments. Analyst upside article
• Neutral Sentiment: InvestorPlace published a broader AI-investing commentary about “the next Nvidia,” which does not specifically change HPE fundamentals but reflects continued market enthusiasm for AI-related hardware and infrastructure names. InvestorPlace AI commentary
• Neutral Sentiment: An MSN piece asked whether HPE is a buy, sell, or hold after Q1 earnings; this is more of a valuation check than a new catalyst, but it keeps the post-earnings debate active. MSN buy/sell/hold article

Insider Buying and Selling

In related news, CEO Antonio F. Neri sold 150,000 shares of the firm’s stock in a transaction on Friday, April 17th. The stock was sold at an average price of $26.50, for a total value of $3,975,000.00. Following the completion of the sale, the chief executive officer directly owned 1,687,329 shares in the company, valued at $44,714,218.50. This trade represents a 8.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Fidelma Russo sold 17,001 shares of the stock in a transaction on Tuesday, April 21st. The stock was sold at an average price of $27.97, for a total value of $475,517.97. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 702,402 shares of company stock valued at $18,440,171 over the last 90 days. 0.44% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research firms have weighed in on HPE. Zacks Research upgraded Hewlett Packard Enterprise from a “hold” rating to a “strong-buy” rating in a research note on Wednesday. Loop Capital upgraded Hewlett Packard Enterprise from a “hold” rating to a “buy” rating and increased their target price for the company from $23.00 to $75.00 in a research report on Tuesday, June 2nd. Bank of America increased their target price on Hewlett Packard Enterprise from $38.00 to $80.00 and gave the company a “buy” rating in a research report on Tuesday, June 2nd. Truist Financial reiterated a “buy” rating and set a $69.00 target price (up from $31.00) on shares of Hewlett Packard Enterprise in a research report on Tuesday, June 2nd. Finally, Raymond James Financial increased their target price on Hewlett Packard Enterprise from $29.00 to $74.00 and gave the company an “outperform” rating in a research report on Tuesday, June 2nd. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $64.65.

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.