244,093 Hewlett Packard Enterprise Company $HPE Shares Sold by Cantor Fitzgerald Investment Advisors L.P.

Cantor Fitzgerald Investment Advisors L.P. decreased its stake in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 33.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 480,844 shares of the technology company’s stock after selling 244,093 shares during the period. Hewlett Packard Enterprise accounts for 1.7% of Cantor Fitzgerald Investment Advisors L.P.’s portfolio, making the stock its 12th largest position. Cantor Fitzgerald Investment Advisors L.P.’s holdings in Hewlett Packard Enterprise were worth $30,721,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Irenic Capital Management LP acquired a new position in shares of Hewlett Packard Enterprise in the 1st quarter valued at about $18,691,000. Generate Investment Management Ltd bought a new stake in shares of Hewlett Packard Enterprise in the 3rd quarter worth approximately $19,340,000. Gunderson Capital Management LLC bought a new position in Hewlett Packard Enterprise during the 3rd quarter worth $15,409,000. Sanders Morris Harris LLC bought a new stake in Hewlett Packard Enterprise in the third quarter valued at $1,661,000. Finally, Farther Finance Advisors LLC increased its holdings in shares of Hewlett Packard Enterprise by 45.7% in the 3rd quarter. Farther Finance Advisors LLC now owns 69,745 shares of the technology company’s stock worth $4,456,000 after acquiring an additional 21,890 shares during the period. 80.78% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Hewlett Packard Enterprise

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

• Positive Sentiment: HPE plans to invest $75 million to expand its Chippewa Falls, Wisconsin, operations and add approximately 75 jobs. The project supports the company’s regional infrastructure and manufacturing footprint, although its near-term financial impact is likely limited. HPE Chippewa Falls expansion
• Positive Sentiment: Daiwa upgraded HPE to Outperform, providing a counterpoint to the more cautious analyst view and signaling continued confidence in the company’s longer-term prospects. Daiwa upgrades HPE
• Neutral Sentiment: HPE recently reported record quarterly revenue, orders and backlog, citing demand for traditional servers, AI systems and networking, as well as higher server prices. Those results offer fundamental support but are being weighed against concerns about how sustainable the growth rate will be. HPE demand and server pricing analysis
• Negative Sentiment: Barclays downgraded HPE from Overweight to Equal Weight and lowered its price target from $83 to $77. The firm cited elevated valuation and a lack of a meaningful AI-driven growth inflection, placing pressure on HPE and other server makers. Barclays downgrades HPE
• Negative Sentiment: Investors also remain concerned that enterprise customers may delay or moderate AI hardware purchases. The broader selloff in Dell, NetApp and Super Micro reinforced worries about server demand, revenue timing and near-term industry momentum. Hardware stocks fall on AI spending concerns

Insider Activity

In related news, CEO Antonio Neri sold 250,000 shares of the stock in a transaction on Monday, October 5th. The stock was sold at an average price of $68.31, for a total value of $17,077,500.00. Following the completion of the transaction, the chief executive officer owned 1,182,393 shares in the company, valued at $80,769,265.83. This trade represents a 17.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rami Rahim sold 34,456 shares of the stock in a transaction on Tuesday, September 29th. The shares were sold at an average price of $61.42, for a total value of $2,116,287.52. Following the completion of the transaction, the executive vice president owned 875,133 shares of the company’s stock, valued at $53,750,668.86. This trade represents a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 551,456 shares of company stock valued at $35,271,258 over the last three months. Insiders own 0.44% of the company’s stock.

Hewlett Packard Enterprise Price Performance

Shares of Hewlett Packard Enterprise stock opened at $58.71 on Friday. The company has a current ratio of 1.11, a quick ratio of 0.72 and a debt-to-equity ratio of 0.65. The company’s 50-day moving average price is $59.30 and its two-hundred day moving average price is $46.26. Hewlett Packard Enterprise Company has a 52 week low of $19.84 and a 52 week high of $73.56. The stock has a market cap of $77.94 billion, a PE ratio of 30.58, a price-to-earnings-growth ratio of 0.56 and a beta of 1.39.

Hewlett Packard Enterprise (NYSE:HPE) last posted its quarterly earnings data on Wednesday, September 2nd. The technology company reported $1.11 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.18. The company had revenue of $12.21 billion during the quarter, compared to analyst estimates of $11.97 billion. Hewlett Packard Enterprise had a net margin of 6.60% and a return on equity of 15.50%. The business’s revenue for the quarter was up 33.7% on a year-over-year basis. During the same quarter last year, the firm 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. As a group, sell-side analysts anticipate that Hewlett Packard Enterprise Company will post 3.34 EPS for the current fiscal year.

Hewlett Packard Enterprise Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Thursday, September 17th will be given a dividend of $0.1425 per share. The ex-dividend date of this dividend is Thursday, September 17th. This represents a $0.57 dividend on an annualized basis and a dividend yield of 1.0%. Hewlett Packard Enterprise’s payout ratio is 29.69%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the company. Zacks Research raised Hewlett Packard Enterprise from a “hold” rating to a “strong-buy” rating in a report on Friday, September 4th. Argus restated a “buy” rating and issued a $70.00 target price on shares of Hewlett Packard Enterprise in a research report on Friday, September 4th. Citigroup lifted their target price on Hewlett Packard Enterprise from $76.00 to $92.00 and gave the company a “buy” rating in a research note on Thursday, October 1st. Raymond James Financial boosted their price target on Hewlett Packard Enterprise from $74.00 to $86.00 and gave the stock an “outperform” rating in a research report on Thursday, September 3rd. Finally, Deutsche Bank Aktiengesellschaft assumed coverage on Hewlett Packard Enterprise in a report on Tuesday, September 1st. They set a “buy” rating and a $62.00 price target on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, Hewlett Packard Enterprise currently has a consensus rating of “Moderate Buy” and a consensus price target of $65.44.

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, governments and other organizations. Its offerings are designed to help customers build, manage and secure data center, cloud and edge-computing environments.

HPE’s portfolio includes enterprise servers, high-performance computing systems, data storage, networking equipment, software and technology consulting services. The company also provides hybrid cloud and as-a-service solutions through HPE GreenLake, allowing customers to access and manage computing, storage, data protection and other IT capabilities through a flexible consumption model.