Nilsine Partners LLC Invests $1.89 Million in Hewlett Packard Enterprise Company $HPE

Nilsine Partners LLC purchased a new stake in Hewlett Packard Enterprise Company (NYSE:HPE) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 41,938 shares of the technology company’s stock, valued at approximately $1,892,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in HPE. Delos Wealth Advisors LLC bought a new position in Hewlett Packard Enterprise during the 2nd quarter valued at about $27,000. First Bancorp Inc ME acquired a new stake in Hewlett Packard Enterprise during the 2nd quarter valued at $30,000. Transamerica Financial Advisors LLC bought a new position in Hewlett Packard Enterprise in the 2nd quarter valued at $37,000. SJS Investment Consulting Inc. grew its holdings 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 purchasing an additional 716 shares during the last quarter. Finally, Ancora Advisors LLC acquired a new stake in shares of Hewlett Packard Enterprise in the second quarter valued at $56,000. 80.78% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, SVP Kirt 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.44% of the company’s stock.

Hewlett Packard Enterprise Price Performance

Shares of HPE opened at $51.96 on Monday. The company has a current ratio of 1.11, a quick ratio of 0.72 and a debt-to-equity ratio of 0.65. Hewlett Packard Enterprise Company has a 1 year low of $19.84 and a 1 year high of $64.25. The stock has a market cap of $68.97 billion, a P/E ratio of 27.06, a price-to-earnings-growth ratio of 0.51 and a beta of 1.43. The stock’s 50-day moving average price is $49.95 and its two-hundred day moving average price is $37.89.

Hewlett Packard Enterprise (NYSE:HPE) last announced its quarterly earnings results on Wednesday, September 2nd. The technology company reported $1.11 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.18. The company had revenue of $12.21 billion during the quarter, compared to analysts’ expectations of $11.97 billion. Hewlett Packard Enterprise had a return on equity of 15.50% and a net margin of 6.60%.Hewlett Packard Enterprise’s revenue was up 33.7% on a year-over-year basis. During the same period in the prior year, the business posted $0.44 EPS. 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. On average, equities analysts predict that Hewlett Packard Enterprise Company will post 3.03 earnings per share for the current year.

Hewlett Packard Enterprise Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, October 16th. Shareholders of record on Thursday, September 17th will be paid a $0.1425 dividend. This represents a $0.57 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, September 17th. Hewlett Packard Enterprise’s dividend payout ratio is presently 29.69%.

Wall Street Analysts Forecast Growth

HPE has been the subject of a number of research analyst reports. Truist Financial lifted their price target on Hewlett Packard Enterprise from $69.00 to $70.00 and gave the company a “buy” rating in a report on Thursday. Wells Fargo & Company dropped their price objective on shares of Hewlett Packard Enterprise from $67.00 to $54.00 and set an “equal weight” rating for the company in a research report on Thursday. UBS Group reduced their price objective on Hewlett Packard Enterprise from $65.00 to $59.00 and set a “neutral” rating on the stock in a report on Thursday. JPMorgan Chase & Co. lifted their target price on Hewlett Packard Enterprise from $37.00 to $68.00 and gave the company an “overweight” rating in a research note on Tuesday, June 2nd. Finally, The Goldman Sachs Group increased their price objective on shares of Hewlett Packard Enterprise from $32.00 to $79.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Twelve equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $69.44.

Hewlett Packard Enterprise News Roundup

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

• Positive Sentiment: HPE reported fiscal third-quarter adjusted earnings of $1.11 per share, well above the roughly $0.95 consensus estimate, while revenue rose 33.7% year over year to $12.21 billion. HPE Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $3.75–$3.85, above the $3.34 consensus, and forecast fiscal 2026 revenue of $46 billion–$47 billion. It also projected fiscal 2027 revenue growth of 13%–17%, supported by record orders, backlog and expanding enterprise AI demand. HPE raises FY27 outlook on agentic AI demand
• Positive Sentiment: Networking is emerging as a major growth driver: networking revenue increased 75% year over year, with routing revenue reportedly up 270%. HPE’s expanded Oracle relationship, including warrants tied to a large AI-infrastructure deployment, could help secure longer-term demand. HPE and Oracle deepen networking collaboration
• Neutral Sentiment: Analyst opinion remains mixed. Argus, Citi, Truist, Barclays and Raymond James raised targets or maintained bullish ratings, while Piper Sandler, UBS and Wells Fargo retained cautious views or reduced targets. Raymond James set the highest cited target at $86.
• Neutral Sentiment: HPE will host a Networking Investor Day on September 30, which may provide additional detail on the Juniper integration, networking margins and AI infrastructure growth.
• Negative Sentiment: Investors are concerned that component shortages could limit near-term shipments and pressure margins as AI systems represent a larger portion of sales. Those concerns overshadowed the earnings beat and raised outlook, causing HPE’s shares to decrease while semiconductor peers performed better. Why is HPE stock falling despite stronger results?

About Hewlett Packard Enterprise

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.