23,745 Shares of Hewlett Packard Enterprise Company $HPE Purchased by Capstone Capital Management Ltd

Capstone Capital Management Ltd purchased a new position in Hewlett Packard Enterprise Company (NYSE:HPE) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 23,745 shares of the technology company’s stock, valued at approximately $1,517,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of HPE. Carnegie Investment Counsel raised its stake in Hewlett Packard Enterprise by 45.8% during the 3rd quarter. Carnegie Investment Counsel now owns 13,914 shares of the technology company’s stock valued at $889,000 after purchasing an additional 4,370 shares during the period. Pinnacle Associates Ltd. increased its holdings in shares of Hewlett Packard Enterprise by 45.8% in the 3rd quarter. Pinnacle Associates Ltd. now owns 11,787 shares of the technology company’s stock worth $753,000 after buying an additional 3,703 shares during the last quarter. Robeco Institutional Asset Management B.V. grew its position in Hewlett Packard Enterprise by 154.9% in the third quarter. Robeco Institutional Asset Management B.V. now owns 2,271,024 shares of the technology company’s stock worth $145,096,000 after acquiring an additional 1,379,938 shares in the last quarter. Blue Jean Financial LLC purchased a new position in shares of Hewlett Packard Enterprise in the 3rd quarter worth approximately $1,955,000. Finally, Asset Advisory Group Inc. bought a new position in shares of Hewlett Packard Enterprise during the 3rd quarter valued at approximately $260,000. Hedge funds and other institutional investors own 80.78% of the company’s stock.

Hewlett Packard Enterprise Price Performance

Shares of HPE stock opened at $56.06 on Wednesday. The firm’s 50-day moving average is $59.40 and its two-hundred day moving average is $46.95. The company has a market capitalization of $74.42 billion, a PE ratio of 29.20, a price-to-earnings-growth ratio of 0.50 and a beta of 1.39. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.11 and a quick ratio of 0.72. Hewlett Packard Enterprise Company has a 12 month low of $19.84 and a 12 month high of $73.56.

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 the consensus estimate of $0.93 by $0.18. Hewlett Packard Enterprise had a return on equity of 15.50% and a net margin of 6.60%. The business had revenue of $12.21 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same quarter in the prior year, the company posted $0.44 EPS. The company’s quarterly revenue was up 33.7% on a year-over-year basis. 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. Analysts predict that Hewlett Packard Enterprise Company will post 3.34 earnings per share for the current year.

Hewlett Packard Enterprise Announces Dividend

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

Key Headlines Impacting Hewlett Packard Enterprise

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

• Positive Sentiment: AI-server sector rebound: HPE shares moved higher alongside Super Micro Computer and Dell after Super Micro reported strong preliminary quarterly revenue, easing concerns from the prior week’s AI-hardware selloff. Super Micro Computer Surges On Blowout Preliminary Revenue; Dell, HPE Also Jump
• Positive Sentiment: New AI server platform: HPE launched ProLiant Gen13 servers using sixth-generation AMD EPYC processors. The systems target AI inference, agentic AI, simulations and financial modeling, potentially supporting higher-value enterprise infrastructure growth. Learn Why The Bull Case For HPE Stock Could Change Following Gen13 Server Launch
• Positive Sentiment: Miami Heat contract: HPE will modernize wired and wireless networking at Miami’s Kaseya Center, including AI-enabled connectivity and Wi-Fi infrastructure. The deal provides a visible customer reference for HPE’s networking and self-driving network offerings, though its direct financial impact is likely modest. HPE and Miami HEAT transform Kaseya Center fan experience
• Positive Sentiment: Space and HPC publicity: HPE’s Spaceborne Computer 4 is planned to run high-performance computing and AI benchmarks on the Moon aboard Astrolab’s FLIP rover, reinforcing the company’s positioning in specialized computing. The announcement is strategically notable but not an immediate earnings driver. HPE Spaceborne Computer to Power High Performance Computing and AI on the Moon
• Neutral Sentiment: Refurbished infrastructure opportunity: HPE’s upcycling business may benefit from demand for lower-cost refurbished equipment as companies expand AI capacity, including potential opportunities tied to Juniper Networks. HPE upcycle biz sees Juniper opportunity amid AI refurb surge
• Negative Sentiment: Price-target cut: Barclays lowered its HPE target from $83 to $77. The revised target remains above the recent trading level, but the reduction signals increasing caution after recent volatility and concerns that strong AI growth may not fully translate into sustainable returns. Barclays cuts target for Hewlett Packard Enterprise stock

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on HPE shares. Weiss Ratings raised Hewlett Packard Enterprise from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, September 4th. JPMorgan Chase & Co. upped their target price on Hewlett Packard Enterprise from $68.00 to $70.00 in a report on Tuesday, August 25th. Wall Street Zen raised shares of Hewlett Packard Enterprise from a “buy” rating to a “strong-buy” rating in a research report on Sunday, August 30th. UBS Group boosted their target price on shares of Hewlett Packard Enterprise from $59.00 to $66.00 and gave the stock a “neutral” rating in a research report on Thursday, October 1st. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on Hewlett Packard Enterprise in a research report on Tuesday, September 1st. They set a “buy” rating and a $62.00 price target on the stock. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, Hewlett Packard Enterprise has an average rating of “Moderate Buy” and an average price target of $65.44.

Insider Buying and Selling at Hewlett Packard Enterprise

In related news, CEO Antonio F. Neri sold 250,000 shares of Hewlett Packard Enterprise stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $60.44, for a total value of $15,110,000.00. Following the completion of the transaction, the chief executive officer owned 1,432,393 shares in the company, valued at $86,573,832.92. The trade was a 14.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rami Rahim sold 34,456 shares of the firm’s stock in a transaction on Tuesday, September 29th. The shares were sold at an average price of $61.42, for a total transaction of $2,116,287.52. Following the completion of the sale, the executive vice president owned 875,133 shares in the company, valued at $53,750,668.86. The trade was a 3.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 551,456 shares of company stock valued at $35,271,258 in the last 90 days. Company insiders own 0.44% of the company’s stock.

About Hewlett Packard Enterprise

Hewlett Packard Enterprise Company (NYSE:HPE) is a global technology company that provides information technology solutions for businesses, governments and other organizations. Its offerings are designed to help customers build, manage and modernize data centers, hybrid cloud environments and edge computing operations.

HPE’s portfolio includes enterprise servers and compute systems, data storage, networking products, high-performance computing and artificial intelligence infrastructure.