Hewlett Packard Enterprise Company $HPE Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Key Points

• Mitsubishi UFJ Trust & Banking Corp cut its HPE stake by 68.3% in Q4, selling 1,193,451 shares and leaving 553,418 shares valued at about $13.29 million.
• Insiders have been selling: CEO Antonio F. Neri sold 150,000 shares at $26.50 under a Rule 10b5-1 plan, and company insiders sold a total of 602,337 shares worth about $15.44 million last quarter.
• HPE beat EPS estimates with $0.65 per share (vs. $0.59 expected) and revenue rose 18.4% YoY to $9.30 billion, while the company set FY2026 guidance of 2.30–2.50 EPS and declared a quarterly dividend of $0.1425 (annual yield ~2.0%).

Mitsubishi UFJ Trust & Banking Corp decreased its holdings in shares of Hewlett Packard Enterprise Company (NYSE:HPE - Free Report) by 68.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 553,418 shares of the technology company's stock after selling 1,193,451 shares during the period. Mitsubishi UFJ Trust & Banking Corp's holdings in Hewlett Packard Enterprise were worth $13,293,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in HPE. Jericho Capital Asset Management L.P. acquired a new position in Hewlett Packard Enterprise during the 3rd quarter worth approximately $416,900,000. Holocene Advisors LP acquired a new position in Hewlett Packard Enterprise during the 3rd quarter worth approximately $144,468,000. Arrowstreet Capital Limited Partnership increased its position in Hewlett Packard Enterprise by 475.0% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 3,551,715 shares of the technology company's stock worth $87,230,000 after purchasing an additional 2,933,972 shares during the period. Ceredex Value Advisors LLC acquired a new position in Hewlett Packard Enterprise during the 3rd quarter worth approximately $66,664,000. Finally, Analog Century Management LP acquired a new position in Hewlett Packard Enterprise during the 3rd quarter worth approximately $61,449,000. Institutional investors and hedge funds own 80.78% of the company's stock.

Insider Buying and Selling

In related news, CEO Antonio F. Neri sold 150,000 shares of the company's stock in a transaction that occurred on Friday, April 17th. The stock was sold at an average price of $26.50, for a total value of $3,975,000.00. Following the sale, the chief executive officer owned 1,687,329 shares of the company's stock, valued at approximately $44,714,218.50. This represents a 8.16% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Neil B. Macdonald sold 24,251 shares of the company's stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $27.01, for a total value of $655,019.51. Following the completion of the sale, the executive vice president directly owned 32,243 shares in the company, valued at approximately $870,883.43. The trade was a 42.93% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 602,337 shares of company stock worth $15,443,119 in the last quarter. Company insiders own 0.44% of the company's stock.

Hewlett Packard Enterprise Stock Performance

HPE opened at $28.57 on Friday. The stock has a market cap of $37.91 billion, a P/E ratio of -150.38, a P/E/G ratio of 0.74 and a beta of 1.20. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.03 and a quick ratio of 0.75. The stock's 50 day simple moving average is $23.88 and its 200 day simple moving average is $23.27. Hewlett Packard Enterprise Company has a 1-year low of $16.17 and a 1-year high of $29.63.

Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) last released its quarterly earnings results on Monday, March 9th. The technology company reported $0.65 earnings per share for the quarter, topping analysts' consensus estimates of $0.59 by $0.06. The business had revenue of $9.30 billion for the quarter, compared to analysts' expectations of $9.31 billion. Hewlett Packard Enterprise had a positive return on equity of 9.93% and a negative net margin of 0.41%.The company's revenue was up 18.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.49 EPS. Hewlett Packard Enterprise has set its FY 2026 guidance at 2.300-2.500 EPS and its Q2 2026 guidance at 0.510-0.550 EPS. As a group, equities analysts anticipate that Hewlett Packard Enterprise Company will post 1.96 EPS for the current fiscal year.

Hewlett Packard Enterprise Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, April 23rd. Investors of record on Tuesday, March 24th were issued a $0.1425 dividend. The ex-dividend date was Tuesday, March 24th. This represents a $0.57 dividend on an annualized basis and a dividend yield of 2.0%. Hewlett Packard Enterprise's dividend payout ratio is currently -300.00%.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on HPE. Truist Financial began coverage on Hewlett Packard Enterprise in a research report on Tuesday, March 31st. They set a "buy" rating and a $31.00 target price on the stock. Morgan Stanley boosted their target price on Hewlett Packard Enterprise from $23.00 to $25.00 and gave the stock an "equal weight" rating in a research report on Tuesday, March 10th. The Goldman Sachs Group began coverage on Hewlett Packard Enterprise in a research report on Tuesday, January 13th. They set a "buy" rating and a $31.00 target price on the stock. Raymond James Financial reiterated an "outperform" rating and set a $29.00 target price (down from $30.00) on shares of Hewlett Packard Enterprise in a research report on Monday, April 13th. Finally, Wall Street Zen cut Hewlett Packard Enterprise from a "buy" rating to a "hold" rating in a research report on Saturday, April 25th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $26.71.

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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