Analog Century Management LP Raises Stock Holdings in Hewlett Packard Enterprise Company $HPE

Analog Century Management LP increased its position in Hewlett Packard Enterprise Company (NYSE:HPE - Free Report) by 8.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,716,725 shares of the technology company's stock after buying an additional 214,713 shares during the quarter. Hewlett Packard Enterprise accounts for approximately 3.2% of Analog Century Management LP's holdings, making the stock its 18th biggest holding. Analog Century Management LP owned about 0.20% of Hewlett Packard Enterprise worth $65,256,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in HPE. Mirae Asset Global Investments Co. Ltd. boosted its holdings in Hewlett Packard Enterprise by 24.1% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 215,593 shares of the technology company's stock valued at $5,179,000 after acquiring an additional 41,896 shares in the last quarter. Viking Fund Management LLC boosted its holdings in Hewlett Packard Enterprise by 22.5% in the fourth quarter. Viking Fund Management LLC now owns 490,000 shares of the technology company's stock valued at $11,770,000 after acquiring an additional 90,000 shares in the last quarter. Freemont Management S.A. boosted its holdings in Hewlett Packard Enterprise by 197.1% in the fourth quarter. Freemont Management S.A. now owns 217,200 shares of the technology company's stock valued at $5,217,000 after acquiring an additional 144,100 shares in the last quarter. CIBC Asset Management Inc boosted its holdings in Hewlett Packard Enterprise by 60.2% in the fourth quarter. CIBC Asset Management Inc now owns 337,691 shares of the technology company's stock valued at $8,111,000 after acquiring an additional 126,938 shares in the last quarter. Finally, Vanguard Group Inc. boosted its holdings in Hewlett Packard Enterprise by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 173,058,714 shares of the technology company's stock valued at $4,156,870,000 after acquiring an additional 1,917,719 shares in the last quarter. 80.78% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, CFO Marie Myers sold 93,583 shares of the business's stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $30.01, for a total transaction of $2,808,425.83. Following the completion of the transaction, the chief financial officer directly owned 204,754 shares of the company's stock, valued at $6,144,667.54. The trade was a 31.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Neil B. Macdonald sold 112,652 shares of the business's stock in a transaction that occurred on Wednesday, March 25th. The shares were sold at an average price of $25.09, for a total transaction of $2,826,438.68. Following the transaction, the executive vice president directly owned 56,494 shares of the company's stock, valued at $1,417,434.46. The trade was a 66.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 702,402 shares of company stock valued at $18,440,171 over the last three months. Corporate insiders own 0.44% of the company's stock.

Analyst Ratings Changes

Several analysts recently weighed in on the stock. JPMorgan Chase & Co. lifted their price target on shares of Hewlett Packard Enterprise from $37.00 to $68.00 and gave the company an "overweight" rating in a report on Tuesday, June 2nd. Wells Fargo & Company lifted their price target on shares of Hewlett Packard Enterprise from $26.00 to $67.00 and gave the company an "equal weight" rating in a report on Tuesday, June 2nd. Barclays lifted their price target 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. Piper Sandler reiterated a "neutral" rating and issued a $63.00 price target (up from $23.00) on shares of Hewlett Packard Enterprise in a report on Tuesday, June 2nd. Finally, Sanford C. Bernstein lifted their price target on shares of Hewlett Packard Enterprise from $35.00 to $62.00 and gave the company a "market perform" rating in a report on Tuesday, June 2nd. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, Hewlett Packard Enterprise currently has an average rating of "Moderate Buy" and a consensus target price of $64.65.

Hewlett Packard Enterprise Stock Performance

Shares of Hewlett Packard Enterprise stock opened at $48.20 on Friday. The stock has a market cap of $63.82 billion, a price-to-earnings ratio of 45.04, a PEG ratio of 0.52 and a beta of 1.42. The firm's 50-day moving average is $34.03 and its 200 day moving average is $26.58. Hewlett Packard Enterprise Company has a 1 year low of $17.49 and a 1 year high of $64.25. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.75.

Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) last issued its earnings results on Monday, June 1st. The technology company reported $0.79 earnings per share for the quarter, topping analysts' consensus estimates of $0.54 by $0.25. Hewlett Packard Enterprise had a return on equity of 11.91% and a net margin of 3.94%.The business had revenue of $10.68 billion during the quarter, compared to analyst estimates of $9.78 billion. During the same quarter in the previous year, the firm earned ($0.82) EPS. Hewlett Packard Enterprise's revenue was up 40.0% on a year-over-year basis. 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. Sell-side analysts anticipate that Hewlett Packard Enterprise Company will post 2.88 EPS for the current fiscal year.

Hewlett Packard Enterprise Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 16th will be issued a dividend of $0.1425 per share. This represents a $0.57 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, June 16th. Hewlett Packard Enterprise's payout ratio is presently 53.27%.

Hewlett Packard Enterprise News Summary

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

• Positive Sentiment: Zacks Research upgraded Hewlett Packard Enterprise from “hold” to “strong-buy”, a direct bullish catalyst that can attract momentum and upgrade-driven buying. Zacks upgrade report
• Positive Sentiment: Several Zacks articles placed HPE on Strong Buy lists for momentum and income investors, reinforcing the view that the stock has favorable technical and style-score support. Best Momentum Stocks to Buy for June 11th
• Positive Sentiment: Wall Street analyst coverage cited potential upside of about 47%, suggesting the market may be re-rating HPE higher on improved earnings estimates and valuation arguments. Analyst upside article
• Neutral Sentiment: InvestorPlace published a broader AI-investing commentary about “the next Nvidia,” which does not specifically change HPE fundamentals but reflects continued market enthusiasm for AI-related hardware and infrastructure names. InvestorPlace AI commentary
• Neutral Sentiment: An MSN piece asked whether HPE is a buy, sell, or hold after Q1 earnings; this is more of a valuation check than a new catalyst, but it keeps the post-earnings debate active. MSN buy/sell/hold article

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.

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