Nykredit A S Makes New Investment in Hewlett Packard Enterprise Company $HPE

Nykredit A S purchased a new stake in Hewlett Packard Enterprise Company (NYSE:HPE) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 5,517,183 shares of the technology company’s stock, valued at approximately $248,880,000. Hewlett Packard Enterprise comprises 0.8% of Nykredit A S’s investment portfolio, making the stock its 21st biggest holding.

Several other large investors have also made changes to their positions in HPE. Capital World Investors acquired a new position in shares of Hewlett Packard Enterprise during the fourth quarter worth approximately $901,751,000. Barrow Hanley Mewhinney & Strauss LLC bought a new stake in Hewlett Packard Enterprise in the 2nd quarter valued at $1,027,139,000. Primecap Management Co. CA bought a new stake in Hewlett Packard Enterprise in the 2nd quarter valued at $773,225,000. Legal & General Group Plc bought a new position in shares of Hewlett Packard Enterprise during the 2nd quarter worth about $512,721,000. Finally, Elliott Investment Management L.P. raised its position in shares of Hewlett Packard Enterprise by 47.2% during the first quarter. Elliott Investment Management L.P. now owns 27,421,735 shares of the technology company’s stock valued at $652,912,000 after buying an additional 8,790,757 shares during the last quarter. Institutional investors and hedge funds own 80.78% of the company’s stock.

Insider Buying and Selling

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

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on HPE. Morgan Stanley upgraded Hewlett Packard Enterprise from an “equal weight” rating to an “overweight” rating and lowered their price target for the company from $71.00 to $69.00 in a research note on Monday, August 10th. UBS Group lifted their price objective on Hewlett Packard Enterprise from $25.00 to $65.00 and gave the stock a “neutral” rating in a report on Tuesday, June 2nd. Weiss Ratings upgraded Hewlett Packard Enterprise from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, June 29th. Sanford C. Bernstein upped their target price on Hewlett Packard Enterprise from $35.00 to $62.00 and gave the company a “market perform” rating in a research note on Tuesday, June 2nd. Finally, Raymond James Financial raised their target price on Hewlett Packard Enterprise from $29.00 to $74.00 and gave the stock an “outperform” rating in a research report on Tuesday, June 2nd. Twelve investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $69.44.

Hewlett Packard Enterprise Stock Up 1.9%

NYSE HPE opened at $51.85 on Thursday. Hewlett Packard Enterprise Company has a 1-year low of $19.84 and a 1-year high of $64.25. The company has a market capitalization of $68.66 billion, a price-to-earnings ratio of 48.46, a PEG ratio of 0.54 and a beta of 1.43. The stock’s 50 day moving average is $49.63 and its two-hundred day moving average is $37.46. The company has a current ratio of 1.09, a quick ratio of 0.75 and a debt-to-equity ratio of 0.72.

Hewlett Packard Enterprise (NYSE:HPE) last issued its earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.18. The business 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 11.91% and a net margin of 3.94%.Hewlett Packard Enterprise’s quarterly revenue was up 33.7% compared to the same quarter last year. During the same period in the prior 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. Equities analysts forecast that Hewlett Packard Enterprise Company will post 2.92 earnings per share for the current fiscal year.

Hewlett Packard Enterprise Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Thursday, September 17th will be issued a $0.1425 dividend. This represents a $0.57 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, September 17th. Hewlett Packard Enterprise’s payout ratio is presently 53.27%.

Key Hewlett Packard Enterprise News

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

• Positive Sentiment: Quarterly results exceeded expectations: HPE reported fiscal Q3 EPS of $1.11, above estimates ranging from $0.93 to $0.95, while revenue increased 33.7% year over year to $12.21 billion, topping the $11.97 billion consensus. EPS also more than doubled from $0.44 a year earlier. HPE Reports Fiscal 2026 Third Quarter Results
• Positive Sentiment: Management raised its outlook above Wall Street forecasts: Fiscal 2026 EPS guidance was set at $3.75-$3.85 versus consensus of $3.34, and revenue guidance was raised to $46-$47 billion versus $45.1 billion expected. Fourth-quarter EPS guidance of $1.20-$1.30 and revenue guidance of $13.9-$14.8 billion also exceeded consensus estimates. HPE raises annual forecasts as AI, networking demand lifts quarterly revenue
• Positive Sentiment: AI and networking demand are driving growth: Strong demand for AI-related servers and networking products lifted revenue across HPE’s businesses and contributed to a more than fivefold increase in quarterly profit. HPE Boosts Outlook as AI Demand Drives Surge in Third-Quarter Profit
• Positive Sentiment: Oracle collaboration expands: HPE will deploy Juniper Networking equipment and related services across Oracle’s AI data centers, supporting potential long-term infrastructure demand. HPE and Oracle Deepen Networking Collaboration
• Neutral Sentiment: HPE initially wavered or moved lower after earnings despite the beat, suggesting investors may be seeking evidence that elevated AI expectations can translate into sustained margins and growth. HPE Shares Slide Despite Strong Q3 and Raised Guidance
• Positive Sentiment: Broader enthusiasm for enterprise hardware, following Dell’s strong AI backlog and outlook, also supported sentiment toward HPE before its own results.

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.