Boston Common Asset Management LLC Makes New Investment in Hewlett Packard Enterprise Company $HPE

Boston Common Asset Management LLC acquired a new position in Hewlett Packard Enterprise Company (NYSE:HPE - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 45,777 shares of the technology company's stock, valued at approximately $2,065,000.

A number of other institutional investors also recently made changes to their positions in HPE. Headlands Technologies LLC purchased a new position in Hewlett Packard Enterprise in the 2nd quarter worth $26,000. SJS Investment Consulting Inc. increased its holdings in shares of Hewlett Packard Enterprise by 159.5% in the first quarter. SJS Investment Consulting Inc. now owns 1,165 shares of the technology company's stock worth $28,000 after buying an additional 716 shares during the period. Union Savings Bank bought a new stake in shares of Hewlett Packard Enterprise in the 4th quarter valued at about $30,000. Reflection Asset Management bought a new stake in shares of Hewlett Packard Enterprise in the 4th quarter valued at about $31,000. Finally, WealthCollab LLC boosted its holdings in Hewlett Packard Enterprise by 121.8% during the 4th quarter. WealthCollab LLC now owns 1,657 shares of the technology company's stock valued at $40,000 after acquiring an additional 910 shares during the period. Hedge funds and other institutional investors own 80.78% of the company's stock.

Key Headlines Impacting Hewlett Packard Enterprise

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

• Positive Sentiment: A judge approved the U.S. Department of Justice settlement that allows HPE to proceed with its acquisition of Juniper Networks. The ruling removes a significant regulatory obstacle and reduces uncertainty surrounding the deal, which investors may view as strategically important for expanding HPE’s networking business. Hewlett Packard Enterprise wins approval for DOJ settlement in Juniper deal
• Positive Sentiment: Morgan Stanley upgraded HPE, adding to bullish analyst sentiment. The upgrade follows a sharp rally and reflects greater optimism about the company’s earnings outlook and AI-related infrastructure opportunities. Hewlett Packard Enterprise Stock Rating Upgraded by Morgan Stanley
• Positive Sentiment: HPE benefited from strength across AI-server stocks after Super Micro Computer issued strong fiscal 2027 guidance. The sector-wide move suggests investors remain focused on robust demand for AI data-center infrastructure. Super Micro Advances, Dell Gains, HPE Rises on Blowout AI Server Guidance
• Positive Sentiment: HPE’s earnings outlook is attracting attention: Zacks cited its history of earnings surprises and upgraded the stock to a Rank #2, or Buy. Analysts’ estimate revisions and a consensus price target implying additional upside are supporting the bullish case. Hewlett Packard Enterprise Rating Upgrade to Buy
• Neutral Sentiment: HPE will report fiscal third-quarter results on September 2. The scheduled call gives investors a near-term catalyst to assess AI demand, Juniper integration expectations and whether recent earnings momentum can continue. HPE to Present Live Audio Webcast of Fiscal 2026 Third Quarter Earnings Conference Call
• Negative Sentiment: Several states opposed the DOJ settlement, arguing it was ineffective and improperly reached. Although the judge approved the agreement, continued scrutiny could create legal, timing or integration risks for the Juniper transaction. Judge Affirms Settlement Allowing HPE’s Deal for Juniper

Analysts Set New Price Targets

Several research firms recently issued reports on HPE. Bank of America raised their price target on Hewlett Packard Enterprise from $38.00 to $80.00 and gave the stock a "buy" rating in a research report on Tuesday, June 2nd. Raymond James Financial increased their price objective on Hewlett Packard Enterprise from $29.00 to $74.00 and gave the company an "outperform" rating in a research note on Tuesday, June 2nd. Zacks Research cut shares of Hewlett Packard Enterprise from a "strong-buy" rating to a "hold" rating in a report on Monday, August 3rd. The Goldman Sachs Group lifted their target price on shares of Hewlett Packard Enterprise from $32.00 to $79.00 and gave the stock a "buy" rating in a research note on Wednesday, June 3rd. Finally, Argus upped their price target on shares of Hewlett Packard Enterprise from $30.00 to $70.00 and gave the company a "buy" rating in a report on Wednesday, June 3rd. Eleven investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $69.80.

Hewlett Packard Enterprise Stock Up 1.8%

Shares of NYSE:HPE opened at $59.83 on Friday. The stock's 50-day moving average is $48.02 and its 200 day moving average is $34.37. The company has a market cap of $79.23 billion, a PE ratio of 55.92, a P/E/G ratio of 0.63 and a beta of 1.42. 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 Company has a 1 year low of $19.84 and a 1 year high of $64.25.

Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) last released its quarterly earnings data on Monday, June 1st. The technology company reported $0.79 earnings per share for the quarter, topping the consensus estimate of $0.54 by $0.25. The business had revenue of $10.68 billion during the quarter, compared to analysts' expectations of $9.78 billion. Hewlett Packard Enterprise had a return on equity of 11.91% and a net margin of 3.94%.The business's revenue was up 40.0% on a year-over-year basis. During the same quarter last year, the business posted ($0.82) EPS. 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 2.9 EPS for the current year.

Hewlett Packard Enterprise Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 16th were paid a $0.1425 dividend. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $0.57 dividend on an annualized basis and a yield of 1.0%. Hewlett Packard Enterprise's dividend payout ratio (DPR) is presently 53.27%.

Insiders Place Their Bets

In other Hewlett Packard Enterprise news, SVP Kirt P. Karros sold 18,785 shares of the business's stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $48.50, for a total transaction of $911,072.50. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.44% of the stock is currently owned by company insiders.

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.

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