Continuum Advisory LLC Makes New $1.31 Million Investment in Hewlett Packard Enterprise Company $HPE

Key Points

• Continuum Advisory purchased a new HPE stake of 28,997 shares valued at approximately $1.31 million during the second quarter. Institutional investors and hedge funds collectively own 80.78% of the company.
• HPE reported a strong fiscal third-quarter performance, with adjusted EPS of $1.11 beating estimates of $0.93 and revenue rising 33.7% year over year to $12.21 billion. The company issued fiscal 2026 EPS guidance of $3.75–$3.85.
• HPE declared a quarterly dividend of $0.1425 per share, equivalent to $0.57 annually and a 1.1% yield. Shares recently traded at $54.25, while analysts maintain a “Moderate Buy” consensus with an average price target of $69.44.

Continuum Advisory LLC acquired a new stake in shares of Hewlett Packard Enterprise Company (NYSE:HPE - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 28,997 shares of the technology company's stock, valued at approximately $1,308,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Safeguard Investment Advisory Group LLC bought a new stake in Hewlett Packard Enterprise during the 2nd quarter worth approximately $245,000. Nykredit A S purchased a new position in shares of Hewlett Packard Enterprise during the second quarter valued at approximately $248,880,000. EMC Capital Management bought a new stake in Hewlett Packard Enterprise during the second quarter worth $62,000. B. Metzler seel. Sohn & Co. AG raised its position in Hewlett Packard Enterprise by 5.5% in the 2nd quarter. B. Metzler seel. Sohn & Co. AG now owns 150,451 shares of the technology company's stock valued at $6,787,000 after buying an additional 7,794 shares during the last quarter. Finally, Natural Investments LLC purchased a new position in Hewlett Packard Enterprise during the 2nd quarter worth $288,000. Institutional investors and hedge funds own 80.78% of the company's stock.

Insider Activity

In related news, SVP Kirt Karros sold 18,785 shares of Hewlett Packard Enterprise stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $48.50, for a total value of $911,072.50. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.44% of the stock is currently owned by insiders.

Hewlett Packard Enterprise Trading Up 4.7%

NYSE HPE opened at $54.25 on Friday. The business's fifty day moving average is $49.79 and its 200-day moving average is $37.68. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.75. The stock has a market capitalization of $71.84 billion, a price-to-earnings ratio of 28.26, a PEG ratio of 0.60 and a beta of 1.43. Hewlett Packard Enterprise Company has a one year low of $19.84 and a one year high of $64.25.

Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) last posted its quarterly earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.18. Hewlett Packard Enterprise had a net margin of 6.60% and a return on equity of 15.75%. The company had revenue of $12.21 billion during the quarter, compared to analyst estimates of $11.97 billion. During the same quarter in the prior year, the business earned $0.44 earnings per share. The firm's revenue for the quarter 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. Equities research analysts predict that Hewlett Packard Enterprise Company will post 2.92 EPS for the current year.

Hewlett Packard Enterprise Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Thursday, September 17th will be given a dividend of $0.1425 per share. This represents a $0.57 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, September 17th. Hewlett Packard Enterprise's dividend payout ratio is currently 53.27%.

Hewlett Packard Enterprise News Summary

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

• Positive Sentiment: AI-driven earnings beat and higher guidance: HPE reported fiscal Q3 adjusted earnings of $1.11 per share, well above the roughly $0.93-$0.95 consensus, while revenue reached $12.21 billion, up 33.7% year over year and ahead of expectations. Management raised fiscal 2026 EPS guidance to $3.75-$3.85 and projected revenue of $46-$47 billion. HPE Reports Fiscal 2026 Third Quarter Results
• Positive Sentiment: Demand exceeds available supply: Record AI server orders and backlog, along with strong networking demand, led HPE to lift its fiscal 2027 growth targets. Networking revenue reportedly rose 75% year over year, with routing revenue up sharply, supporting expectations for higher-margin growth. HPE Q3 Earnings Call Highlights AI Demand, Networking Shift
• Positive Sentiment: Oracle partnership expands visibility: HPE and Oracle announced a deeper collaboration to deploy HPE Juniper Networking across Oracle’s AI data centers, potentially creating a sizable, multiyear source of networking demand. HPE and Oracle Deepen Networking Collaboration
• Positive Sentiment: Analyst and trading signals improved: Barclays, Raymond James, Citi and Truist raised their price targets, while traders purchased 178,801 HPE call options—more than triple the average daily volume.
• Neutral Sentiment: HPE will hold a Networking Investor Day on September 30, offering investors additional detail on its strategy and the Juniper portfolio.
• Negative Sentiment: Supply constraints temper the outlook: Shortages of memory, CPUs and other components could limit near-term shipments and pressure margins as AI systems become a larger portion of sales. UBS and Wells Fargo cut their price targets, while Piper Sandler maintained a neutral rating.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on HPE shares. Susquehanna upped their target price on shares of Hewlett Packard Enterprise from $21.00 to $65.00 and gave the stock a "neutral" rating in a research note on Tuesday, June 2nd. Citigroup boosted their price target on shares of Hewlett Packard Enterprise from $74.00 to $76.00 and gave the stock a "buy" rating in a report on Thursday. Piper Sandler reaffirmed a "neutral" rating and issued a $57.00 price objective (down from $63.00) on shares of Hewlett Packard Enterprise in a research report on Thursday. Bank of America increased their price objective on shares of Hewlett Packard Enterprise from $80.00 to $82.00 and gave the company a "buy" rating in a research note on Monday. Finally, Argus boosted their target price on Hewlett Packard Enterprise from $30.00 to $70.00 and gave the stock a "buy" rating in a research note on Wednesday, June 3rd. Twelve analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, Hewlett Packard Enterprise has a consensus rating of "Moderate Buy" and an average price target of $69.44.

Hewlett Packard Enterprise Company 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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