MUFG Securities EMEA plc Acquires 2,795,975 Shares of Hewlett Packard Enterprise Company $HPE

MUFG Securities EMEA plc grew its holdings in Hewlett Packard Enterprise Company (NYSE:HPE) by 11,131.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,821,092 shares of the technology company’s stock after purchasing an additional 2,795,975 shares during the quarter. Hewlett Packard Enterprise makes up 0.8% of MUFG Securities EMEA plc’s portfolio, making the stock its 23rd biggest position. MUFG Securities EMEA plc’s holdings in Hewlett Packard Enterprise were worth $67,763,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Bleakley Financial Group LLC raised its holdings in shares of Hewlett Packard Enterprise by 1.0% in the 3rd quarter. Bleakley Financial Group LLC now owns 42,532 shares of the technology company’s stock valued at $1,045,000 after purchasing an additional 439 shares in the last quarter. TD Private Client Wealth LLC raised its holdings in shares of Hewlett Packard Enterprise by 0.6% in the 4th quarter. TD Private Client Wealth LLC now owns 80,769 shares of the technology company’s stock valued at $1,940,000 after purchasing an additional 448 shares in the last quarter. JFS Wealth Advisors LLC raised its holdings in shares of 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 valued at $38,000 after purchasing an additional 451 shares in the last quarter. Western Wealth Management LLC raised its holdings in shares of Hewlett Packard Enterprise by 3.3% in the 3rd quarter. Western Wealth Management LLC now owns 15,253 shares of the technology company’s stock valued at $375,000 after purchasing an additional 489 shares in the last quarter. Finally, Meiji Yasuda Asset Management Co Ltd. raised its holdings in shares of Hewlett Packard Enterprise by 1.6% in the 4th quarter. Meiji Yasuda Asset Management Co Ltd. now owns 35,130 shares of the technology company’s stock valued at $844,000 after purchasing an additional 539 shares in the last quarter. Institutional investors own 80.78% of the company’s stock.

Key Hewlett Packard Enterprise News

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

• Positive Sentiment: HPE is getting a lift from a broader rally in AI and server-related names after Dell’s strong first-quarter results pointed to robust demand for AI infrastructure, which has helped boost sentiment for peers like HPE. Stock Market Today, May 29: Hewlett Packard Enterprise Surges After Dell AI Server Results Spark Sector Rally
• Positive Sentiment: Heavy call-option buying suggests traders are positioning for more upside, with unusually large bullish activity signaling rising speculation ahead of earnings. Hewlett Packard Enterprise Co (HPE) Shares Surge 12.6% — What GF Score of 76 Tells Investors
• Positive Sentiment: Analysts and market chatter are focused on HPE’s upcoming quarterly results, with expectations centered on whether the company can show continued AI-related strength and guide positively. Hewlett Packard Enterprise Q2 earnings on deck: What to expect
• Neutral Sentiment: HPE also announced an expanded partnership with Rowan University to support research and campus technology initiatives, a positive strategic development but not an immediate stock-moving catalyst. HPE and Rowan University Expand Partnership to Accelerate Research and Strengthen Student Workforce Readiness
• Neutral Sentiment: Commentary noting HPE’s recent surge and strong momentum supports the view that investors are re-rating the stock higher ahead of earnings, but it does not add a new fundamental catalyst on its own. Hewlett Packard Enterprise (HPE) stock trades up, here is why

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on HPE shares. Weiss Ratings restated a “hold (c-)” rating on shares of Hewlett Packard Enterprise in a report on Wednesday, March 25th. Truist Financial assumed coverage on shares of Hewlett Packard Enterprise in a research note on Tuesday, March 31st. They set a “buy” rating and a $31.00 price objective for the company. Wall Street Zen upgraded shares of Hewlett Packard Enterprise from a “hold” rating to a “buy” rating in a research note on Monday, May 25th. Morgan Stanley boosted their price objective on shares of Hewlett Packard Enterprise from $25.00 to $33.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 21st. Finally, Citigroup boosted their price objective on shares of Hewlett Packard Enterprise from $27.00 to $39.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $27.88.

Hewlett Packard Enterprise Stock Up 12.7%

NYSE:HPE opened at $43.07 on Friday. The company has a market cap of $57.14 billion, a PE ratio of -226.67, a P/E/G ratio of 1.10 and a beta of 1.28. Hewlett Packard Enterprise Company has a twelve month low of $17.02 and a twelve month high of $44.58. The company has a current ratio of 1.03, a quick ratio of 0.75 and a debt-to-equity ratio of 0.71. The company’s 50 day moving average is $28.73 and its two-hundred day moving average is $24.62.

Hewlett Packard Enterprise (NYSE:HPE) last released its earnings results on Monday, March 9th. The technology company reported $0.65 earnings per share for the quarter, topping the consensus estimate of $0.59 by $0.06. The company had revenue of $9.30 billion for 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%. Hewlett Packard Enterprise’s revenue was up 18.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $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. Analysts anticipate that Hewlett Packard Enterprise Company will post 1.97 EPS for the current year.

Hewlett Packard Enterprise Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, April 23rd. Shareholders of record on Tuesday, March 24th were given a dividend of $0.1425 per share. This represents a $0.57 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Tuesday, March 24th. Hewlett Packard Enterprise’s payout ratio is currently -300.00%.

Insider Activity at Hewlett Packard Enterprise

In other Hewlett Packard Enterprise news, EVP Neil B. Macdonald sold 24,251 shares of the business’s stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $27.01, for a total transaction of $655,019.51. Following the sale, the executive vice president owned 32,243 shares of the company’s stock, valued at approximately $870,883.43. The trade was a 42.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Marie Myers sold 93,583 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $30.01, for a total transaction of $2,808,425.83. Following the sale, the chief financial officer directly owned 204,754 shares in the company, valued at approximately $6,144,667.54. This represents a 31.37% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 702,402 shares of company stock worth $18,440,171 in the last 90 days. 0.44% of the stock is owned by insiders.

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.