SBI Securities Co. Ltd. Raises Stock Position in Hewlett Packard Enterprise Company $HPE

SBI Securities Co. Ltd. grew its holdings in Hewlett Packard Enterprise Company (NYSE:HPE) by 53.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 26,062 shares of the technology company’s stock after purchasing an additional 9,033 shares during the quarter. SBI Securities Co. Ltd.’s holdings in Hewlett Packard Enterprise were worth $1,176,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Headlands Technologies LLC purchased a new position in Hewlett Packard Enterprise in the 2nd quarter valued at approximately $26,000. SJS Investment Consulting Inc. increased its position in shares of Hewlett Packard Enterprise by 159.5% during the first quarter. SJS Investment Consulting Inc. now owns 1,165 shares of the technology company’s stock worth $28,000 after acquiring an additional 716 shares during the period. Union Savings Bank acquired a new stake in shares of Hewlett Packard Enterprise in the fourth quarter valued at $30,000. Reflection Asset Management acquired a new stake in shares of Hewlett Packard Enterprise in the fourth quarter valued at $31,000. Finally, WealthCollab LLC boosted its holdings in Hewlett Packard Enterprise by 121.8% in the fourth quarter. WealthCollab LLC now owns 1,657 shares of the technology company’s stock valued at $40,000 after purchasing an additional 910 shares during the period. Institutional investors and hedge funds own 80.78% of the company’s stock.

Hewlett Packard Enterprise News Roundup

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

• Positive Sentiment: A judge approved the U.S. Department of Justice settlement that allows HPE to proceed with its acquisition of Juniper Networks. The ruling removes a significant regulatory obstacle and reduces uncertainty surrounding the deal, which investors may view as strategically important for expanding HPE’s networking business. Hewlett Packard Enterprise wins approval for DOJ settlement in Juniper deal
• Positive Sentiment: Morgan Stanley upgraded HPE, adding to bullish analyst sentiment. The upgrade follows a sharp rally and reflects greater optimism about the company’s earnings outlook and AI-related infrastructure opportunities. Hewlett Packard Enterprise Stock Rating Upgraded by Morgan Stanley
• Positive Sentiment: HPE benefited from strength across AI-server stocks after Super Micro Computer issued strong fiscal 2027 guidance. The sector-wide move suggests investors remain focused on robust demand for AI data-center infrastructure. Super Micro Advances, Dell Gains, HPE Rises on Blowout AI Server Guidance
• Positive Sentiment: HPE’s earnings outlook is attracting attention: Zacks cited its history of earnings surprises and upgraded the stock to a Rank #2, or Buy. Analysts’ estimate revisions and a consensus price target implying additional upside are supporting the bullish case. Hewlett Packard Enterprise Rating Upgrade to Buy
• Neutral Sentiment: HPE will report fiscal third-quarter results on September 2. The scheduled call gives investors a near-term catalyst to assess AI demand, Juniper integration expectations and whether recent earnings momentum can continue. HPE to Present Live Audio Webcast of Fiscal 2026 Third Quarter Earnings Conference Call
• Negative Sentiment: Several states opposed the DOJ settlement, arguing it was ineffective and improperly reached. Although the judge approved the agreement, continued scrutiny could create legal, timing or integration risks for the Juniper transaction. Judge Affirms Settlement Allowing HPE’s Deal for Juniper

Analyst Ratings Changes

Several research firms recently commented on HPE. Raymond James Financial boosted their target price on Hewlett Packard Enterprise from $29.00 to $74.00 and gave the stock an “outperform” rating in a research note on Tuesday, June 2nd. Sanford C. Bernstein boosted their price objective on Hewlett Packard Enterprise from $35.00 to $62.00 and gave the stock a “market perform” rating in a research report on Tuesday, June 2nd. Loop Capital upgraded shares of Hewlett Packard Enterprise from a “hold” rating to a “buy” rating and upped their target price for the stock from $23.00 to $75.00 in a research note on Tuesday, June 2nd. Barclays raised their target price on shares of Hewlett Packard Enterprise from $28.00 to $67.00 and gave the company an “overweight” rating in a report on Tuesday, June 2nd. Finally, Weiss Ratings upgraded shares of Hewlett Packard Enterprise from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, June 29th. Eleven investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Hewlett Packard Enterprise currently has an average rating of “Moderate Buy” and an average target price of $69.80.

Insider Activity

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

Hewlett Packard Enterprise Trading Up 1.8%

NYSE:HPE opened at $59.83 on Friday. The stock has a 50-day simple moving average of $48.02 and a 200-day simple moving average of $34.37. The stock has a market cap of $79.23 billion, a P/E ratio of 55.92, a P/E/G ratio of 0.63 and a beta of 1.42. Hewlett Packard Enterprise Company has a 1 year low of $19.84 and a 1 year high of $64.25. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.75 and a current ratio of 1.09.

Hewlett Packard Enterprise (NYSE:HPE) last issued its earnings results on Monday, June 1st. The technology company reported $0.79 earnings per share for the quarter, topping the consensus estimate of $0.54 by $0.25. The business had revenue of $10.68 billion for the quarter, compared to analyst estimates of $9.78 billion. Hewlett Packard Enterprise had a return on equity of 11.91% and a net margin of 3.94%.The business’s quarterly revenue was up 40.0% on a year-over-year basis. During the same quarter last year, the company earned ($0.82) EPS. 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. As a group, analysts anticipate that Hewlett Packard Enterprise Company will post 2.9 earnings per share for the current fiscal year.

Hewlett Packard Enterprise Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 16th were given a dividend of $0.1425 per share. This represents a $0.57 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Tuesday, June 16th. Hewlett Packard Enterprise’s payout ratio is currently 53.27%.

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.