Hewlett Packard Enterprise (NYSE:HPE) Updates Q1 2026 Earnings Guidance

Hewlett Packard Enterprise (NYSE:HPE) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 0.570-0.610 for the period, compared to the consensus EPS estimate of 0.510. The company issued revenue guidance of $9.0 billion-$9.4 billion, compared to the consensus revenue estimate of $9.9 billion. Hewlett Packard Enterprise also updated its FY 2026 guidance to 2.250-2.450 EPS.

Analyst Ratings Changes

Several research analysts have commented on HPE shares. Susquehanna boosted their target price on Hewlett Packard Enterprise from $16.00 to $21.00 and gave the stock a “neutral” rating in a research note on Thursday, September 4th. Weiss Ratings reiterated a “hold (c)” rating on shares of Hewlett Packard Enterprise in a research report on Wednesday, October 8th. The Goldman Sachs Group raised their target price on shares of Hewlett Packard Enterprise from $27.00 to $31.00 and gave the company a “neutral” rating in a research report on Thursday, October 16th. Barclays boosted their target price on shares of Hewlett Packard Enterprise from $26.00 to $27.00 and gave the stock an “overweight” rating in a research note on Thursday, October 16th. Finally, Piper Sandler began coverage on Hewlett Packard Enterprise in a research note on Wednesday, October 22nd. They issued a “neutral” rating and a $24.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Hewlett Packard Enterprise presently has an average rating of “Hold” and an average target price of $25.24.

Hewlett Packard Enterprise Trading Up 2.9%

Shares of NYSE HPE opened at $22.91 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.69 and a current ratio of 0.95. Hewlett Packard Enterprise has a 52-week low of $11.97 and a 52-week high of $26.44. The firm has a 50 day moving average price of $23.30 and a two-hundred day moving average price of $21.58. The stock has a market cap of $30.22 billion, a P/E ratio of 27.93, a price-to-earnings-growth ratio of 0.90 and a beta of 1.34.

Hewlett Packard Enterprise (NYSE:HPE) last issued its quarterly earnings results on Thursday, December 4th. The technology company reported $0.62 EPS for the quarter, topping analysts’ consensus estimates of $0.59 by $0.03. Hewlett Packard Enterprise had a net margin of 3.77% and a return on equity of 9.01%. The company had revenue of $9.68 billion for the quarter, compared to analyst estimates of $9.91 billion. During the same quarter in the previous year, the business earned $0.58 earnings per share. Hewlett Packard Enterprise’s revenue was up 14.7% compared to the same quarter last year. Hewlett Packard Enterprise has set its FY 2026 guidance at 2.250-2.450 EPS and its Q1 2026 guidance at 0.570-0.610 EPS. As a group, equities analysts forecast that Hewlett Packard Enterprise will post 1.85 EPS for the current year.

Hewlett Packard Enterprise Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, January 16th. Stockholders of record on Friday, December 19th will be paid a $0.1425 dividend. The ex-dividend date of this dividend is Friday, December 19th. This is a positive change from Hewlett Packard Enterprise’s previous quarterly dividend of $0.13. This represents a $0.57 annualized dividend and a dividend yield of 2.5%. Hewlett Packard Enterprise’s payout ratio is currently 63.41%.

Insiders Place Their Bets

In other news, Director Gary M. Reiner sold 40,000 shares of the business’s stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $24.58, for a total value of $983,200.00. Following the transaction, the director owned 83,869 shares in the company, valued at approximately $2,061,500.02. The trade was a 32.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Antonio F. Neri sold 166,666 shares of the stock in a transaction on Friday, September 12th. The stock was sold at an average price of $25.03, for a total transaction of $4,171,649.98. Following the sale, the chief executive officer owned 1,585,726 shares of the company’s stock, valued at approximately $39,690,721.78. This trade represents a 9.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 210,404 shares of company stock worth $5,248,749. 0.36% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in HPE. Headlands Technologies LLC bought a new stake in shares of Hewlett Packard Enterprise during the 2nd quarter valued at about $26,000. Quarry LP bought a new stake in Hewlett Packard Enterprise in the third quarter worth approximately $45,000. Geneos Wealth Management Inc. increased its holdings in Hewlett Packard Enterprise by 44.7% in the first 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 in the last quarter. Palisade Asset Management LLC acquired a new position in Hewlett Packard Enterprise in the third quarter valued at approximately $123,000. Finally, Harvest Fund Management Co. Ltd bought a new position in shares of Hewlett Packard Enterprise during the 3rd quarter worth approximately $151,000. 80.78% of the stock is owned by institutional investors.

Hewlett Packard Enterprise Company Profile

Hewlett Packard Enterprise Company provides solutions that allow customers to capture, analyze, and act upon data seamlessly in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It operates in six segments: Compute, HPC & AI, Storage, Intelligent Edge, Financial Services, and Corporate Investments and Other.