Andra AP fonden Invests $10.76 Million in Hewlett Packard Enterprise Company $HPE

Key Points

• Andra AP fonden acquired 238,500 HPE shares during the second quarter, valued at approximately $10.76 million. Institutional investors and hedge funds collectively own 80.78% of the company.
• HPE reported quarterly EPS of $1.11, exceeding the $0.93 consensus estimate, while revenue rose 33.7% year over year to $12.21 billion. The company issued fourth-quarter fiscal 2026 EPS guidance of $1.20–$1.30.
• HPE shares have rallied near their 12-month high amid strong AI-infrastructure and networking demand; analysts maintain a “Moderate Buy” consensus with an average price target of $69.18. The company also declared a quarterly dividend of $0.1425 per share.

Andra AP fonden acquired a new position in shares of Hewlett Packard Enterprise Company (NYSE:HPE - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 238,500 shares of the technology company's stock, valued at approximately $10,759,000.

Other large investors have also modified their holdings of the company. Tidal Investments LLC boosted its stake in Hewlett Packard Enterprise by 552.7% in the second quarter. Tidal Investments LLC now owns 800,103 shares of the technology company's stock valued at $36,093,000 after acquiring an additional 677,528 shares in the last quarter. BlueCrest Capital Management Ltd boosted its position in shares of Hewlett Packard Enterprise by 105.8% in the 2nd quarter. BlueCrest Capital Management Ltd now owns 201,015 shares of the technology company's stock valued at $9,068,000 after purchasing an additional 103,323 shares during the period. Engineers Gate Manager LP acquired a new stake in shares of Hewlett Packard Enterprise in the 2nd quarter valued at about $13,408,000. SVB Wealth LLC purchased a new position in Hewlett Packard Enterprise during the 2nd quarter worth approximately $237,000. Finally, Insight Wealth Partners LLC acquired a new position in Hewlett Packard Enterprise during the second quarter worth approximately $299,000. Institutional investors and hedge funds own 80.78% of the company's stock.

Hewlett Packard Enterprise Price Performance

HPE stock opened at $61.05 on Wednesday. The firm has a 50 day moving average of $53.06 and a 200-day moving average of $41.00. The company has a market cap of $81.04 billion, a price-to-earnings ratio of 31.80, a PEG ratio of 0.55 and a beta of 1.43. 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 12-month low of $19.84 and a 12-month high of $64.25.

Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) last issued its quarterly earnings data on Wednesday, September 2nd. The technology company reported $1.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.18. The firm 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 previous year, the firm posted $0.44 earnings per share. 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, equities analysts expect that Hewlett Packard Enterprise Company will post 3.34 EPS for the current fiscal year.

Hewlett Packard Enterprise Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 16th. Investors of record on Thursday, September 17th will be paid a $0.1425 dividend. This represents a $0.57 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, September 17th. Hewlett Packard Enterprise's dividend payout ratio is presently 29.69%.

Insider Transactions at Hewlett Packard Enterprise

In other news, CEO Antonio F. Neri sold 250,000 shares of the 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 sale, the chief executive officer directly owned 1,432,393 shares in the company, valued at $86,573,832.92. This represents a 14.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary Reiner sold 17,000 shares of Hewlett Packard Enterprise stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $56.91, for a total value of $967,470.00. Following the transaction, the director owned 65,072 shares of the company's stock, valued at $3,703,247.52. This represents a 20.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.44% of the stock is currently owned by corporate insiders.

Key Hewlett Packard Enterprise News

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

• Positive Sentiment: AI networking demand remains a major catalyst. HPE’s networking orders are reportedly running ahead of shipments as customers expand AI data centers. Large deals and the integration of Juniper Networks could support continued growth in networking, servers and related infrastructure. HPE's Networking Orders Signal Continued Growth: What's Ahead?
• Positive Sentiment: Morgan Stanley reaffirmed its Buy rating. The endorsement reinforces the bullish view that HPE’s AI-related growth and business transformation can justify additional upside. Morgan Stanley Reaffirms Their Buy Rating on Hewlett Packard Enterprise
• Positive Sentiment: Analysts generally remain constructive. HPE has an average “Moderate Buy” rating, while a MarketBeat review cited an average price target of $69.18—roughly 12% above the referenced trading level. HPE was also highlighted among highly ranked value and AI-server stocks. Hewlett Packard Enterprise Receives Average Rating of Moderate Buy
• Positive Sentiment: AI infrastructure momentum has sharply improved HPE’s outlook. The company’s networking revenue reportedly increased 75% in its latest quarter, and its stock is up nearly 159% year to date. Analysts see projected earnings growth of approximately 27%. 3 Tech Stocks Positioned for More Upside if the Sector’s Breakout Holds
• Neutral Sentiment: Technical momentum is strong but dependent on a breakout. HPE is trading near the $64 area, which has previously acted as resistance. A decisive move above that level could trigger further gains, while failure to break through may encourage profit-taking. The broader technology sector’s ability to sustain its breakout is another important factor.
• Neutral Sentiment: Valuation risk has increased after the rally. With HPE near its yearly high and trading at a materially higher level than its 50- and 200-day averages, further upside may require continued earnings growth and strong AI-related execution.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the stock. Truist Financial raised their price objective on shares of Hewlett Packard Enterprise from $69.00 to $70.00 and gave the stock a "buy" rating in a research report on Thursday, September 3rd. Evercore cut Hewlett Packard Enterprise from an "outperform" rating to an "in-line" rating and set a $65.00 price objective for the company. in a research report on Monday, September 14th. Weiss Ratings upgraded shares of Hewlett Packard Enterprise from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday, September 4th. Barclays upped their price objective on shares of Hewlett Packard Enterprise from $67.00 to $79.00 and gave the stock an "overweight" rating in a research report on Thursday, September 3rd. Finally, Zacks Research upgraded shares of Hewlett Packard Enterprise from a "hold" rating to a "strong-buy" rating in a research note on Friday, September 4th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $69.18.

About Hewlett Packard Enterprise

Hewlett Packard Enterprise Company NYSE: HPE is a global technology company that provides information technology products, services and solutions for businesses and other organizations. Its offerings are designed to support data centers, cloud computing, artificial intelligence, networking and the management of distributed IT environments.

HPE's portfolio includes enterprise servers, data storage systems, networking equipment, high-performance computing and software. Through its HPE GreenLake platform, the company also delivers cloud and as-a-service solutions that allow customers to access computing, storage, data protection and other IT capabilities through a flexible consumption model.

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