Corient Private Wealth LP Lowers Stock Holdings in Hewlett Packard Enterprise Company $HPE

Key Points

• Corient Private Wealth reduced its HPE stake by 13.7% in the second quarter, selling 47,926 shares and retaining 301,294 shares valued at approximately $13.6 million. Institutional investors and hedge funds own 80.78% of the company.
• HPE reported quarterly EPS of $1.11, beating estimates of $0.93, while revenue rose 33.7% year over year to $12.21 billion. The company issued fiscal 2026 EPS guidance of $3.75–$3.85.
• Analysts maintain a consensus “Moderate Buy” rating with a $69.18 price target, although Evercore recently downgraded the stock to “In Line.” CEO Antonio Neri also sold $15.1 million of shares under a pre-arranged Rule 10b5-1 plan.

Corient Private Wealth LP lessened its position in Hewlett Packard Enterprise Company (NYSE:HPE - Free Report) by 13.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 301,294 shares of the technology company's stock after selling 47,926 shares during the quarter. Corient Private Wealth LP's holdings in Hewlett Packard Enterprise were worth $13,593,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of HPE. Delos Wealth Advisors LLC purchased a new position in shares of Hewlett Packard Enterprise in the second quarter valued at approximately $27,000. First Bancorp Inc ME purchased a new stake in shares of Hewlett Packard Enterprise in the 2nd quarter valued at approximately $30,000. Transamerica Financial Advisors LLC purchased a new position in Hewlett Packard Enterprise in the second quarter valued at $37,000. SJS Investment Consulting Inc. increased its holdings in shares of Hewlett Packard Enterprise by 159.5% in the 1st quarter. SJS Investment Consulting Inc. now owns 1,165 shares of the technology company's stock valued at $28,000 after acquiring an additional 716 shares during the last quarter. Finally, Ancora Advisors LLC acquired a new stake in Hewlett Packard Enterprise during the second quarter worth approximately $56,000. 80.78% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Hewlett Packard Enterprise

In related news, SVP Kirt Karros sold 18,785 shares of the 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 sale was disclosed in a 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. Also, CEO Antonio Neri sold 250,000 shares of Hewlett Packard Enterprise stock in a transaction on Friday, September 11th. The shares were sold at an average price of $60.44, for a total transaction of $15,110,000.00. Following the completion of the transaction, the chief executive officer owned 1,432,393 shares in the company, valued at approximately $86,573,832.92. This trade represents a 14.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.44% of the stock is owned by company insiders.

Key Headlines Impacting Hewlett Packard Enterprise

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

• Positive Sentiment: Rebound after downgrade: HPE recovered after Evercore ISI cut its rating from Outperform to In Line, with the firm retaining a $65 price target. The rebound suggests investors view the downgrade as a moderation of expectations rather than a fundamental shift in HPE’s outlook. Hewlett Packard Enterprise Rises 4% a Day After Evercore ISI Downgrade
• Positive Sentiment: AI and quantum-computing exposure: A market commentary identified HPE as a potential beneficiary of the convergence between AI infrastructure and quantum computing, supporting the longer-term investment case even as investors debate whether AI spending is slowing. AI Slowdown Fears Rise: Buy NVIDIA, HPE That Connect AI and Quantum
• Positive Sentiment: Supply-chain execution: HPE is working with suppliers and improving forecasting to manage memory constraints, an important factor for maintaining AI-server production and meeting customer demand. HPE Combats Memory Constraints With Supplier Help, Better Forecasting
• Neutral Sentiment: Cloud leadership change: HPE appointed Hitachi Vantara chief Brad Pulfer as its cloud chief in a broader C-suite reshuffle. The move could strengthen execution, but investors may initially view the transition as an uncertainty. HPE C-Suite Shakeup as Hitachi Vantara Chief Takes Cloud CEO Helm
• Negative Sentiment: Analyst caution and insider selling: Evercore’s downgrade followed a roughly 159% year-to-date rally, citing a more balanced risk-reward profile. Separately, CEO Antonio Neri sold 250,000 shares worth approximately $15.1 million under a pre-arranged Rule 10b5-1 plan. The planned nature of the sale reduces its significance, but it may reinforce concerns that the stock’s rapid advance has outpaced near-term fundamentals. Hewlett Packard Enterprise Slides After Evercore ISI Downgrade

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the company. The Goldman Sachs Group raised their price objective on Hewlett Packard Enterprise from $32.00 to $79.00 and gave the stock a "buy" rating in a report on Wednesday, June 3rd. Morgan Stanley decreased their target price on Hewlett Packard Enterprise from $69.00 to $67.00 and set an "overweight" rating for the company in a research report on Thursday, September 3rd. Evercore downgraded Hewlett Packard Enterprise from an "outperform" rating to an "in-line" rating and set a $65.00 price target on the stock. in a research note on Monday. JPMorgan Chase & Co. lifted their price target on Hewlett Packard Enterprise from $37.00 to $68.00 and gave the stock an "overweight" rating in a research report on Tuesday, June 2nd. Finally, Piper Sandler reissued a "neutral" rating and issued a $57.00 price objective (down from $63.00) on shares of Hewlett Packard Enterprise in a report on Thursday, September 3rd. One 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, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $69.18.

Hewlett Packard Enterprise Price Performance

Shares of HPE opened at $55.72 on Wednesday. Hewlett Packard Enterprise Company has a fifty-two week low of $19.84 and a fifty-two week high of $64.25. The company has a market capitalization of $73.97 billion, a price-to-earnings ratio of 29.02, a price-to-earnings-growth ratio of 0.49 and a beta of 1.43. The firm has a 50-day simple moving average of $51.81 and a 200-day simple moving average of $39.64. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.72 and a current ratio of 1.11.

Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) last issued its quarterly earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.18. The firm had revenue of $12.21 billion for 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%.The firm's revenue for the quarter was up 33.7% on a year-over-year basis. During the same quarter in the previous 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. On average, equities research analysts anticipate that Hewlett Packard Enterprise Company will post 3.34 earnings per share for the current year.

Hewlett Packard Enterprise Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Thursday, September 17th will be paid a dividend of $0.1425 per share. This represents a $0.57 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, September 17th. Hewlett Packard Enterprise's dividend payout ratio is 29.69%.

Hewlett Packard Enterprise Profile

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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