Mizuho Markets Cayman LP Lowers Position in Hewlett Packard Enterprise Company $HPE

Mizuho Markets Cayman LP trimmed its position in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 99.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 24,350 shares of the technology company’s stock after selling 5,144,345 shares during the quarter. Mizuho Markets Cayman LP’s holdings in Hewlett Packard Enterprise were worth $598,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in HPE. TFC Financial Management Inc. lifted its stake in shares of Hewlett Packard Enterprise by 2,694.4% in the 3rd quarter. TFC Financial Management Inc. now owns 1,006 shares of the technology company’s stock valued at $25,000 after purchasing an additional 970 shares during the period. Headlands Technologies LLC bought a new stake in shares of Hewlett Packard Enterprise during the second quarter valued at approximately $26,000. Annis Gardner Whiting Capital Advisors LLC grew its stake in Hewlett Packard Enterprise by 176.7% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,043 shares of the technology company’s stock worth $26,000 after purchasing an additional 666 shares during the period. Chilton Capital Management LLC bought a new position in Hewlett Packard Enterprise in the third quarter worth $30,000. Finally, Clearstead Trust LLC raised its holdings in Hewlett Packard Enterprise by 93.8% in the third quarter. Clearstead Trust LLC now owns 1,291 shares of the technology company’s stock worth $32,000 after purchasing an additional 625 shares in the last quarter. Hedge funds and other institutional investors own 80.78% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on the stock. Morgan Stanley boosted their target price on shares of Hewlett Packard Enterprise from $23.00 to $25.00 and gave the company an “equal weight” rating in a report on Tuesday, March 10th. Bank of America increased their price target on shares of Hewlett Packard Enterprise from $29.00 to $32.00 and gave the stock a “buy” rating in a research note on Tuesday, March 10th. Weiss Ratings reissued a “hold (c-)” rating on shares of Hewlett Packard Enterprise in a research report on Friday, December 26th. Zacks Research raised shares of Hewlett Packard Enterprise from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. Finally, The Goldman Sachs Group began coverage on shares of Hewlett Packard Enterprise in a research note on Tuesday, January 13th. They set a “buy” rating and a $31.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $26.50.

Hewlett Packard Enterprise Trading Up 1.3%

Hewlett Packard Enterprise stock opened at $21.86 on Tuesday. Hewlett Packard Enterprise Company has a 12 month low of $11.97 and a 12 month high of $26.44. The company has a market capitalization of $29.00 billion, a price-to-earnings ratio of -115.04, a price-to-earnings-growth ratio of 0.56 and a beta of 1.31. The business’s fifty day simple moving average is $21.86 and its two-hundred day simple moving average is $23.05. The company has a current ratio of 1.03, a quick ratio of 0.75 and a debt-to-equity ratio of 0.71.

Hewlett Packard Enterprise (NYSE:HPE) last posted its quarterly earnings results on Monday, March 9th. The technology company reported $0.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.59 by $0.06. Hewlett Packard Enterprise had a positive return on equity of 9.93% and a negative net margin of 0.41%.The firm had revenue of $9.30 billion during the quarter, compared to analyst estimates of $9.31 billion. During the same quarter in the previous year, the firm earned $0.49 EPS. Hewlett Packard Enterprise’s quarterly revenue was up 18.4% compared to the same quarter last year. 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 predict that Hewlett Packard Enterprise Company will post 1.85 earnings per share for the current fiscal year.

Hewlett Packard Enterprise Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Tuesday, March 24th will be paid a $0.1425 dividend. This represents a $0.57 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Tuesday, March 24th. Hewlett Packard Enterprise’s dividend payout ratio is currently -300.00%.

Insider Buying and Selling

In related news, SVP Kirt P. Karros sold 36,460 shares of the business’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $24.61, for a total value of $897,280.60. Following the completion of the transaction, the senior vice president directly owned 18,785 shares in the company, valued at $462,298.85. The trade was a 66.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Antonio F. Neri sold 26,457 shares of the company’s stock in a transaction that occurred on Monday, December 29th. The shares were sold at an average price of $24.49, for a total value of $647,931.93. Following the completion of the transaction, the chief executive officer directly owned 2,101,761 shares in the company, valued at $51,472,126.89. This trade represents a 1.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.44% of the company’s stock.

Hewlett Packard Enterprise News Roundup

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

• Positive Sentiment: HPE expanded its NVIDIA AI Computing portfolio with new integrated systems aimed at secure, scalable, production-ready AI — messaging that directly targets enterprise buying cycles for large AI deployments. HPE Accelerates Secure, Scalable Production-ready AI Through New Innovations With NVIDIA
• Positive Sentiment: HPE unveiled next‑generation “AI factory” and supercomputing advances co‑engineered with NVIDIA — a product push that supports higher‑margin, large-scale sales and recurring services for deployments. HPE Unveils Next-Generation-AI-Factory-and-Supercomputing-Advancements-with-NVIDIA
• Positive Sentiment: HPE is supplying liquid‑cooled sovereign AI systems to national research centers (Argonne, HLRS), showcasing wins in government/high‑security markets that can drive sizable, long‑term contracts. HPE Drives Sovereign AI Leadership With Advanced Systems at National Research Centers: HLRS and Argonne National Laboratory
• Positive Sentiment: SiliconANGLE reports HPE added Blackwell servers, private‑cloud upgrades and Rubin infrastructure to broaden its AI‑factory stack — product breadth that helps capture hyperscale and enterprise spend. HPE broadens AI factory with new Blackwell servers, private cloud upgrades and Rubin infrastructure
• Positive Sentiment: Morgan Stanley raised its price target to $25 and reiterated a bullish stance, giving investors an analyst catalyst supporting upside. Morgan Stanley bullish on Hewlett Packard Enterprise Company (HPE) with increased price target of $25
• Positive Sentiment: Q1 results and the earnings call showed revenue growth (~18%) and record EPS, with management raising FY‑26 guidance — fundamental proof that AI and networking demand is translating to improved profitability. HPE (HPE) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Coverage pieces compare HPE to other enterprise storage and hybrid‑cloud players (e.g., PSTG), useful for benchmarking but not immediate catalysts. Everpure vs HPE: Which Enterprise Storage Stock is the Better Buy?
• Neutral Sentiment: Articles examining international revenue trends and positioning provide context on geographic exposure but don’t change near‑term outlook materially. Deciphering Hewlett Packard Enterprise (HPE) International Revenue Trends
• Neutral Sentiment: Inclusion on “cheap stocks” lists draws retail attention but is unlikely to move fundamentals. 5 Best Very Cheap Stocks to Buy According to Billionaires
• Negative Sentiment: Analyst and press notes flag memory/supply constraints that limit server shipment volumes and contributed to lower net income year‑over‑year — a near‑term headwind for the server business. How HPE’s Earnings Hike Amid AI Demand And Supply Constraints Has Changed Its Investment Story (HPE)

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.