Nykredit A S Makes New Investment in Hewlett Packard Enterprise Company $HPE

Nykredit A S bought a new stake in Hewlett Packard Enterprise Company (NYSE:HPE) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 5,517,183 shares of the technology company’s stock, valued at approximately $248,880,000. Hewlett Packard Enterprise accounts for approximately 0.8% of Nykredit A S’s investment portfolio, making the stock its 21st largest position. Nykredit A S owned about 0.42% of Hewlett Packard Enterprise as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. Headlands Technologies LLC acquired a new stake in shares of Hewlett Packard Enterprise during the second quarter worth approximately $26,000. Delos Wealth Advisors LLC acquired a new position in Hewlett Packard Enterprise in the 2nd quarter valued at approximately $27,000. SJS Investment Consulting Inc. increased its stake in 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 buying an additional 716 shares during the period. Union Savings Bank purchased a new stake in Hewlett Packard Enterprise in the 4th quarter worth approximately $30,000. Finally, First Bancorp Inc ME purchased a new stake in Hewlett Packard Enterprise in the 2nd quarter worth approximately $30,000. 80.78% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, SVP Kirt P. Karros sold 18,785 shares of the stock in a transaction dated 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 document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.44% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on HPE shares. Barclays boosted their price target on shares of Hewlett Packard Enterprise from $28.00 to $67.00 and gave the company an “overweight” rating in a report on Tuesday, June 2nd. Bank of America increased their price objective on Hewlett Packard Enterprise from $80.00 to $82.00 and gave the stock a “buy” rating in a report on Monday. Wells Fargo & Company boosted their target price on Hewlett Packard Enterprise from $26.00 to $67.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 2nd. Raymond James Financial upped their target price on Hewlett Packard Enterprise from $29.00 to $74.00 and gave the stock an “outperform” rating in a research report on Tuesday, June 2nd. Finally, Wall Street Zen raised Hewlett Packard Enterprise from a “buy” rating to a “strong-buy” rating in a research note on Sunday. Twelve research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $69.44.

Hewlett Packard Enterprise Stock Performance

Shares of HPE opened at $51.85 on Thursday. The company’s fifty day moving average is $49.63 and its 200-day moving average is $37.46. Hewlett Packard Enterprise Company has a 12 month low of $19.84 and a 12 month high of $64.25. The firm has a market cap of $68.66 billion, a price-to-earnings ratio of 48.46, a price-to-earnings-growth ratio of 0.54 and a beta of 1.43. The company has a quick ratio of 0.75, a current ratio of 1.09 and a debt-to-equity ratio of 0.72.

Hewlett Packard Enterprise (NYSE:HPE) last released its quarterly earnings data 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 business had revenue of $12.21 billion during the quarter, compared to analyst estimates of $11.97 billion. Hewlett Packard Enterprise had a net margin of 3.94% and a return on equity of 11.91%. Hewlett Packard Enterprise’s quarterly revenue was up 33.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $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. Equities analysts expect that Hewlett Packard Enterprise Company will post 2.92 EPS for the current fiscal 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 1.1%. The ex-dividend date is Thursday, September 17th. Hewlett Packard Enterprise’s dividend payout ratio is 53.27%.

Key Hewlett Packard Enterprise News

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

• Positive Sentiment: Quarterly results exceeded expectations: HPE reported fiscal Q3 EPS of $1.11, above estimates ranging from $0.93 to $0.95, while revenue increased 33.7% year over year to $12.21 billion, topping the $11.97 billion consensus. EPS also more than doubled from $0.44 a year earlier. HPE Reports Fiscal 2026 Third Quarter Results
• Positive Sentiment: Management raised its outlook above Wall Street forecasts: Fiscal 2026 EPS guidance was set at $3.75-$3.85 versus consensus of $3.34, and revenue guidance was raised to $46-$47 billion versus $45.1 billion expected. Fourth-quarter EPS guidance of $1.20-$1.30 and revenue guidance of $13.9-$14.8 billion also exceeded consensus estimates. HPE raises annual forecasts as AI, networking demand lifts quarterly revenue
• Positive Sentiment: AI and networking demand are driving growth: Strong demand for AI-related servers and networking products lifted revenue across HPE’s businesses and contributed to a more than fivefold increase in quarterly profit. HPE Boosts Outlook as AI Demand Drives Surge in Third-Quarter Profit
• Positive Sentiment: Oracle collaboration expands: HPE will deploy Juniper Networking equipment and related services across Oracle’s AI data centers, supporting potential long-term infrastructure demand. HPE and Oracle Deepen Networking Collaboration
• Neutral Sentiment: HPE initially wavered or moved lower after earnings despite the beat, suggesting investors may be seeking evidence that elevated AI expectations can translate into sustained margins and growth. HPE Shares Slide Despite Strong Q3 and Raised Guidance
• Positive Sentiment: Broader enthusiasm for enterprise hardware, following Dell’s strong AI backlog and outlook, also supported sentiment toward HPE before its own results.

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.