Jefferies Financial Group Inc. Makes New $34.65 Million Investment in Hewlett Packard Enterprise Company $HPE

Key Points

• Jefferies Financial Group acquired 768,052 HPE shares worth approximately $34.65 million during the second quarter, giving it a 0.06% stake. Institutional investors collectively own 80.78% of the company.
• HPE reported quarterly EPS of $0.79, beating estimates of $0.54, while revenue rose 40% year over year to $10.68 billion. The company issued fiscal 2026 EPS guidance of $3.35–$3.45.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $69.80, although ratings are mixed; meanwhile, an HPE senior vice president sold 18,785 shares under a pre-arranged trading plan.

Jefferies Financial Group Inc. acquired a new stake in Hewlett Packard Enterprise Company (NYSE:HPE - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 768,052 shares of the technology company's stock, valued at approximately $34,647,000. Jefferies Financial Group Inc. owned 0.06% of Hewlett Packard Enterprise as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Delos Wealth Advisors LLC bought a new stake in Hewlett Packard Enterprise in the 2nd quarter valued at $27,000. First Bancorp Inc ME acquired a new position in shares of Hewlett Packard Enterprise in the second quarter valued at $30,000. Transamerica Financial Advisors LLC bought a new position in shares of Hewlett Packard Enterprise in the second quarter valued at about $37,000. SJS Investment Consulting Inc. lifted its stake in shares of Hewlett Packard Enterprise by 159.5% during the 1st 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 last quarter. Finally, Ancora Advisors LLC bought a new stake in shares of Hewlett Packard Enterprise during the 2nd quarter worth about $56,000. 80.78% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Hewlett Packard Enterprise

In related news, SVP Kirt P. 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 value of $911,072.50. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 corporate insiders.

Hewlett Packard Enterprise Stock Performance

NYSE HPE opened at $54.43 on Friday. The stock has a market cap of $72.07 billion, a PE ratio of 50.87, a PEG ratio of 0.59 and a beta of 1.42. 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 debt-to-equity ratio of 0.72, a quick ratio of 0.75 and a current ratio of 1.09. The firm's fifty day moving average price is $49.36 and its two-hundred day moving average price is $36.66.

Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) last issued its earnings results on Monday, June 1st. The technology company reported $0.79 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.54 by $0.25. Hewlett Packard Enterprise had a return on equity of 11.91% and a net margin of 3.94%.The business had revenue of $10.68 billion during the quarter, compared to analysts' expectations of $9.78 billion. During the same quarter in the prior year, the firm earned ($0.82) EPS. The business's revenue for the quarter was up 40.0% compared to the same quarter last year. 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. On average, equities analysts expect that Hewlett Packard Enterprise Company will post 2.92 EPS for the current fiscal year.

Hewlett Packard Enterprise Announces Dividend

The firm also recently disclosed 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 annualized dividend and a dividend yield of 1.0%. Hewlett Packard Enterprise's payout ratio is currently 53.27%.

Analyst Upgrades and Downgrades

HPE has been the subject of several research reports. Zacks Research downgraded shares of Hewlett Packard Enterprise from a "strong-buy" rating to a "hold" rating in a research report on Monday, August 3rd. Morgan Stanley raised Hewlett Packard Enterprise from an "equal weight" rating to an "overweight" rating and dropped their price target for the stock from $71.00 to $69.00 in a report on Monday, August 10th. Wall Street Zen lowered Hewlett Packard Enterprise from a "strong-buy" rating to a "buy" rating in a report on Saturday, August 22nd. Susquehanna upped their price target on shares of Hewlett Packard Enterprise from $21.00 to $65.00 and gave the company a "neutral" rating in a research note on Tuesday, June 2nd. Finally, Sanford C. Bernstein raised their target price on shares of Hewlett Packard Enterprise from $35.00 to $62.00 and gave the stock a "market perform" rating in a report on Tuesday, June 2nd. Eleven investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, Hewlett Packard Enterprise has an average rating of "Moderate Buy" and an average target price of $69.80.

Trending Headlines about Hewlett Packard Enterprise

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

• Positive Sentiment: HPE’s private-cloud AI business is gaining momentum, supported by rising enterprise demand, growing AI orders and a stronger backlog. These trends could support revenue growth and improve the company’s long-term positioning in AI infrastructure. HPE's Private Cloud AI Gains Momentum: What Lies Ahead?
• Positive Sentiment: Analysts expect HPE’s upcoming quarterly results to benefit from favorable earnings and revenue trends, raising the possibility of an earnings beat. Investors will focus on AI demand, margins and forward guidance. HPE Earnings Expected to Grow
• Positive Sentiment: Technical coverage remains constructive: HPE recently moved above its 20-day moving average after finding support, while one bullish analysis identified a potential “bull flag” setup ahead of earnings. HPE Crossed Above the 20-Day Moving Average
• Neutral Sentiment: HPE is included among low price-to-book stocks with potential value and growth characteristics, but the comparison is broad and does not provide a specific near-term catalyst. Five Low P/B Stocks
• Negative Sentiment: A reported multiyear Wi-Fi patent deal with Huawei, a U.S.-blacklisted supplier, introduces potential geopolitical, regulatory and reputational concerns. Although the agreement may secure technology rights, investors may view the counterparty risk negatively. HPE Signs Multiyear Global WiFi Patent Deal
• Negative Sentiment: Competitive analysis favors Cisco Systems, citing stronger hyperscaler AI orders, networking growth and an expanding security business. This could limit enthusiasm for HPE among investors seeking long-term networking exposure. HPE vs. CSCO

About Hewlett Packard Enterprise

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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