WINTON GROUP Ltd Sells 16,423 Shares of Hewlett Packard Enterprise Company $HPE

WINTON GROUP Ltd cut its holdings in Hewlett Packard Enterprise Company (NYSE:HPE) by 31.0% in the 2nd quarter, Holdings Channel.com reports. The firm owned 36,600 shares of the technology company’s stock after selling 16,423 shares during the quarter. WINTON GROUP Ltd’s holdings in Hewlett Packard Enterprise were worth $1,651,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Headlands Technologies LLC acquired a new position in shares of Hewlett Packard Enterprise in the second quarter valued at approximately $26,000. Delos Wealth Advisors LLC bought a new stake in Hewlett Packard Enterprise in the 2nd quarter valued at $27,000. SJS Investment Consulting Inc. lifted its position in Hewlett Packard Enterprise by 159.5% in the 1st quarter. SJS Investment Consulting Inc. now owns 1,165 shares of the technology company’s stock valued at $28,000 after acquiring an additional 716 shares in the last quarter. Union Savings Bank acquired a new position in Hewlett Packard Enterprise in the 4th quarter worth $30,000. Finally, First Bancorp Inc ME acquired a new position in Hewlett Packard Enterprise in the 2nd quarter worth $30,000. 80.78% of the stock is currently owned by institutional investors and hedge funds.

Key Hewlett Packard Enterprise News

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

• Positive Sentiment: Oracle’s spending plans lifted the broader AI hardware group, with investors viewing the guidance as evidence of sustained demand for HPE’s AI servers and networking products. HPE and Dell were among the leading gainers in the S&P 500. Dell and HPE Stocks Are Surging on the AI Spending Boom
• Positive Sentiment: HPE’s reported AI backlog of approximately $7.6 billion and rising networking orders point to strong customer demand as hyperscalers and enterprises expand AI infrastructure. This supports expectations for continued revenue growth and improving profitability. Can HPE Sustain Its AI Infrastructure Momentum Amid the Capex Cycle?
• Positive Sentiment: Recent commentary has highlighted HPE’s AI, cloud and networking exposure, stronger profitability and valuation that remains relatively attractive compared with some AI infrastructure peers. The stock’s recent momentum has also drawn additional investor attention. HPE Surges 26% in 3 Months
• Neutral Sentiment: The move follows considerable volatility in AI server shares: HPE recently pulled back alongside Dell and other industry names without any company-specific announcement, underscoring the sector’s sensitivity to changes in expectations for AI capital spending. AI Server Stocks Slide as Two-Day Run Unwinds
• Negative Sentiment: Investors still face execution and cycle risks: elevated expectations for AI infrastructure spending could leave HPE vulnerable if customer budgets slow, while the stock’s rapid advance may increase profit-taking and valuation concerns.

Insider Buying and Selling at Hewlett Packard Enterprise

In related news, SVP Kirt Karros sold 18,785 shares of the business’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $48.50, for a total transaction of $911,072.50. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.44% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. The Goldman Sachs Group lifted their price target on Hewlett Packard Enterprise from $32.00 to $79.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Morgan Stanley reduced their price objective on Hewlett Packard Enterprise from $69.00 to $67.00 and set an “overweight” rating for the company in a research report on Thursday, September 3rd. Argus reiterated a “buy” rating and set a $70.00 price objective on shares of Hewlett Packard Enterprise in a report on Friday, September 4th. Raymond James Financial lifted their target price on Hewlett Packard Enterprise from $74.00 to $86.00 and gave the company an “outperform” rating in a research report on Thursday, September 3rd. Finally, Zacks Research upgraded Hewlett Packard Enterprise from a “hold” rating to a “strong-buy” rating in a research note on Friday, September 4th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $69.44.

Hewlett Packard Enterprise Stock Performance

HPE opened at $62.02 on Friday. The business’s 50-day simple moving average is $51.32 and its 200 day simple moving average is $39.01. Hewlett Packard Enterprise Company has a 52-week low of $19.84 and a 52-week high of $64.25. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.72 and a current ratio of 1.11. The firm has a market capitalization of $82.32 billion, a PE ratio of 32.30, a PEG ratio of 0.55 and a beta of 1.43.

Hewlett Packard Enterprise (NYSE:HPE) last posted its quarterly 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. The firm had revenue of $12.21 billion during the quarter, compared to the consensus estimate of $11.97 billion. Hewlett Packard Enterprise had a return on equity of 15.50% and a net margin of 6.60%.The business’s revenue was up 33.7% compared to the same quarter last year. During the same period last year, the company earned $0.44 earnings per share. 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. As a group, sell-side analysts expect 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 announced a quarterly dividend, which will be paid on Friday, October 16th. Investors of record on Thursday, September 17th will be paid a $0.1425 dividend. The ex-dividend date of this dividend is Thursday, September 17th. This represents a $0.57 annualized dividend and a dividend yield of 0.9%. Hewlett Packard Enterprise’s dividend payout ratio (DPR) is currently 29.69%.

Hewlett Packard Enterprise Profile

Hewlett Packard Enterprise Company (NYSE:HPE) is a global technology company that provides information technology products, services and solutions for businesses and other organizations. Its offerings are designed to support data centers, cloud computing, artificial intelligence, networking and the management of distributed IT environments.

HPE’s portfolio includes enterprise servers, data storage systems, networking equipment, high-performance computing and software. Through its HPE GreenLake platform, the company also delivers cloud and as-a-service solutions that allow customers to access computing, storage, data protection and other IT capabilities through a flexible consumption model.