Hewlett Packard Enterprise Company $HPE Stock Purchased by Vest Financial LLC

Vest Financial LLC lifted its position in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 34.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 171,806 shares of the technology company’s stock after acquiring an additional 44,137 shares during the quarter. Vest Financial LLC’s holdings in Hewlett Packard Enterprise were worth $10,977,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the company. Elliott Investment Management L.P. raised its stake in Hewlett Packard Enterprise by 47.2% in the 1st quarter. Elliott Investment Management L.P. now owns 27,421,735 shares of the technology company’s stock valued at $652,912,000 after acquiring an additional 8,790,757 shares during the period. Barrow Hanley Mewhinney & Strauss LLC bought a new position in Hewlett Packard Enterprise during the second quarter worth about $1,027,139,000. Primecap Management Co. CA bought a new position in Hewlett Packard Enterprise during the second quarter worth about $773,225,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Hewlett Packard Enterprise by 6.1% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 13,088,774 shares of the technology company’s stock worth $590,435,000 after purchasing an additional 756,972 shares in the last quarter. Finally, Legal & General Group Plc purchased a new position in shares of Hewlett Packard Enterprise in the second quarter worth about $512,721,000. Hedge funds and other institutional investors own 80.78% of the company’s stock.

Insider Activity

In related news, EVP Rami Rahim sold 34,456 shares of the company’s stock in a transaction that occurred on Tuesday, September 29th. The shares were sold at an average price of $61.42, for a total transaction of $2,116,287.52. Following the sale, the executive vice president owned 875,133 shares of the company’s stock, valued at approximately $53,750,668.86. This represents a 3.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary Reiner sold 17,000 shares of the stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $56.91, for a total transaction of $967,470.00. Following the completion of the sale, the director owned 65,072 shares in the company, valued at $3,703,247.52. This represents a 20.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 551,456 shares of company stock worth $35,271,258. 0.44% of the stock is owned by company insiders.

Key Hewlett Packard Enterprise News

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

• Positive Sentiment: HPE expanded its AI Factory portfolio with NVIDIA, adding capabilities designed to improve security, governance and operational control for regulated industries. The companies also highlighted secure deployment of enterprise and agentic AI, strengthening HPE’s position in private-cloud and data-center AI. HPE updates AI Factory with Nvidia for regulated sectors
• Positive Sentiment: A collaboration with Schneider Electric and NVIDIA will combine HPE Private Cloud AI with industrial AI agents that operate at the edge. The offering targets data sovereignty, cybersecurity and AI-cost challenges in process industries, potentially broadening HPE’s addressable market. Schneider Electric, NVIDIA & HPE announce strategic collaboration
• Positive Sentiment: HPE is also promoting its Spaceborne Computer-4, intended to support AI and high-performance computing workloads on the Moon. Separately, stronger-than-expected preliminary results from Super Micro Computer provided fresh evidence of demand for AI servers, benefiting the broader infrastructure group. HPE Tests Its Valuation Following NVIDIA AI Factory And Moon Computing News
• Neutral Sentiment: The announcements initially drove bullish interest in HPE and helped lift the broader AI-server sector, but investors are now testing whether the company’s valuation fully reflects the expected AI growth. HPE stock is up, what you need to know
• Negative Sentiment: Analyst opinions remain divided, and recent coverage questions how much downside or upside remains after HPE’s powerful run. That disagreement can encourage profit-taking and limit the stock’s response to otherwise positive AI news. Analysts Conflicted on Hewlett Packard Enterprise

Hewlett Packard Enterprise Stock Down 4.7%

Shares of NYSE HPE opened at $55.44 on Friday. Hewlett Packard Enterprise Company has a 52 week low of $19.84 and a 52 week high of $73.56. The business has a 50-day simple moving average of $59.30 and a two-hundred day simple moving average of $47.40. The company has a quick ratio of 0.72, a current ratio of 1.11 and a debt-to-equity ratio of 0.65. The company has a market cap of $73.60 billion, a P/E ratio of 21.00, a P/E/G ratio of 0.52 and a beta of 1.39.

Hewlett Packard Enterprise (NYSE:HPE) last posted its 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 business had revenue of $12.21 billion during the quarter, compared to analyst estimates of $11.97 billion. During the same quarter in the previous year, the firm earned $0.44 EPS. The company’s quarterly revenue 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. Research analysts anticipate that Hewlett Packard Enterprise Company will post 3.34 earnings per share for the current fiscal year.

Hewlett Packard Enterprise Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, October 16th. Stockholders of record on Thursday, September 17th were given a $0.1425 dividend. This represents a $0.57 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Thursday, September 17th. Hewlett Packard Enterprise’s dividend payout ratio (DPR) is 29.69%.

Analysts Set New Price Targets

Several analysts have recently issued reports on HPE shares. Citigroup boosted their price target on shares of Hewlett Packard Enterprise from $76.00 to $92.00 and gave the company a “buy” rating in a research report on Thursday, October 1st. Deutsche Bank Aktiengesellschaft started coverage on shares of Hewlett Packard Enterprise in a report on Tuesday, September 1st. They issued a “buy” rating and a $62.00 price objective for the company. Morgan Stanley lifted their price objective on shares of Hewlett Packard Enterprise from $67.00 to $72.00 and gave the company an “overweight” rating in a research note on Thursday, October 1st. Evercore lifted their price objective on shares of Hewlett Packard Enterprise from $65.00 to $67.00 and gave the company an “outperform” rating in a research note on Thursday, October 1st. Finally, Piper Sandler boosted their target price on shares of Hewlett Packard Enterprise from $57.00 to $70.00 and gave the company a “neutral” rating in a report on Thursday, October 1st. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $65.44.

Hewlett Packard Enterprise Profile

Hewlett Packard Enterprise Company (NYSE:HPE) is a global technology company that provides information technology solutions for businesses, governments and other organizations. Its offerings are designed to help customers build, manage and modernize data centers, hybrid cloud environments and edge computing operations.

HPE’s portfolio includes enterprise servers and compute systems, data storage, networking products, high-performance computing and artificial intelligence infrastructure.