HP Inc. $HPQ Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in shares of HP Inc. (NYSE:HPQ) by 1.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,874,541 shares of the computer maker’s stock after purchasing an additional 29,340 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in HP were worth $51,044,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. boosted its holdings in HP by 2.5% during the third quarter. Vanguard Group Inc. now owns 129,658,754 shares of the computer maker’s stock worth $3,530,608,000 after buying an additional 3,122,436 shares in the last quarter. Dodge & Cox lifted its position in shares of HP by 4.6% during the 2nd quarter. Dodge & Cox now owns 34,943,498 shares of the computer maker’s stock valued at $854,718,000 after acquiring an additional 1,537,945 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of HP by 1.6% during the 2nd quarter. Geode Capital Management LLC now owns 26,187,203 shares of the computer maker’s stock worth $638,720,000 after acquiring an additional 424,544 shares in the last quarter. Invesco Ltd. grew its holdings in shares of HP by 15.9% in the 2nd quarter. Invesco Ltd. now owns 13,146,875 shares of the computer maker’s stock worth $321,573,000 after acquiring an additional 1,806,246 shares during the last quarter. Finally, Legal & General Group Plc raised its position in shares of HP by 0.6% during the second quarter. Legal & General Group Plc now owns 8,066,521 shares of the computer maker’s stock worth $197,307,000 after purchasing an additional 46,778 shares during the period. 77.53% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other HP news, CEO Enrique Lores sold 41,922 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $26.00, for a total value of $1,089,972.00. Following the completion of the sale, the chief executive officer directly owned 141,456 shares of the company’s stock, valued at $3,677,856. The trade was a 22.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Anneliese Olson sold 16,726 shares of HP stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $24.83, for a total transaction of $415,306.58. Following the completion of the sale, the insider directly owned 169 shares of the company’s stock, valued at approximately $4,196.27. The trade was a 99.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 91,969 shares of company stock worth $2,277,993. Insiders own 0.38% of the company’s stock.

HP News Roundup

Here are the key news stories impacting HP this week:

• Positive Sentiment: Q1 beat — HP reported roughly 7% YoY revenue growth to about $14.4B, with Personal Systems and AI‑enabled PC shipments the main drivers; the quarter topped consensus on revenue and EPS, supporting near‑term upside. HP Inc. (HPQ): Strong Q1 2026 Revenue Growth Driven by Personal Systems and AI PC Adoption
• Positive Sentiment: Options activity shows bullish positioning: traders bought a large volume of HP call options, signaling speculative interest or hedged bullish bets that can amplify upside moves. Stock Traders Buy Large Volume of HP Call Options (NYSE:HPQ)
• Neutral Sentiment: Management flagged margin pressure from rising DRAM/NAND costs and outlined responses — long‑term supply deals, product/pricing moves and a $1B cost‑savings plan through FY2028; these are constructive long‑term but add near‑term uncertainty. HP Beats Expectations As AI PCs Grow And Cost Pressures Mount
• Negative Sentiment: Analysts are trimming targets and recommendations — the brokerage consensus has moved toward “Reduce” and several firms cut price targets, reflecting concerns about margin pressure and weaker near‑term outlook. HP Inc. (NYSE:HPQ) Given Average Recommendation of “Reduce” by Brokerages
• Negative Sentiment: CFO warning and memory‑chip crunch commentary sparked downside — press coverage noted HP hit a 52‑week low after management cautioned the memory cost squeeze may persist and could depress PC sales. HP Hits 52-Week Low After CFO’s Warning Wipes Out Earnings Win
• Negative Sentiment: Fund commentary suggests HP may be lagging AI tailwinds — some investor letters and notes say AI demand hasn’t fully translated into durable upside, highlighting execution and cost risks. HP (HPQ) Lags as AI Tailwinds Bypass Growth Amid Rising Costs and Weak 2026 Outlook

Wall Street Analyst Weigh In

HPQ has been the subject of a number of recent analyst reports. Sanford C. Bernstein reiterated a “market perform” rating on shares of HP in a research report on Monday, December 1st. Citigroup decreased their target price on shares of HP from $22.00 to $20.00 and set a “neutral” rating for the company in a report on Tuesday, February 17th. Bank of America restated an “underperform” rating and set a $20.00 price target (down from $26.00) on shares of HP in a report on Tuesday, February 3rd. JPMorgan Chase & Co. reduced their price target on shares of HP from $30.00 to $25.00 and set a “neutral” rating for the company in a research report on Wednesday, November 26th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of HP in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Hold rating and six have assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Reduce” and an average target price of $22.23.

HP Stock Up 0.8%

Shares of NYSE:HPQ opened at $18.96 on Friday. The firm has a fifty day moving average of $20.31 and a two-hundred day moving average of $24.36. HP Inc. has a 12-month low of $17.56 and a 12-month high of $31.43. The firm has a market capitalization of $17.34 billion, a P/E ratio of 7.18, a price-to-earnings-growth ratio of 5.29 and a beta of 1.21.

HP (NYSE:HPQ) last announced its quarterly earnings data on Tuesday, February 24th. The computer maker reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.77 by $0.04. The business had revenue of $14.44 billion during the quarter, compared to analyst estimates of $13.87 billion. HP had a negative return on equity of 367.41% and a net margin of 4.46%.HP’s quarterly revenue was up 6.9% compared to the same quarter last year. During the same period last year, the company earned $0.74 earnings per share. HP has set its Q2 2026 guidance at 0.700-0.760 EPS. Equities research analysts expect that HP Inc. will post 3.56 earnings per share for the current fiscal year.

HP Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be paid a $0.30 dividend. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $1.20 annualized dividend and a dividend yield of 6.3%. HP’s payout ratio is presently 45.45%.

About HP

HP Inc is an American multinational information technology company that designs, manufactures and sells personal computing devices, printers and related supplies and services. Its product portfolio spans consumer and commercial notebooks and desktops, workstations, displays and accessories, as well as an extensive line of printing hardware that includes home, office and production printers. HP also provides consumables such as ink and toner, managed print services, device deployment and lifecycle support, and software for device and print management.

Founded from the original Hewlett‑Packard Company, HP Inc became a separately traded public company in 2015 following a corporate split that created Hewlett Packard Enterprise to focus on enterprise hardware and services.