Savant Capital LLC Sells 13,032 Shares of Hewlett Packard Enterprise Company $HPE

Savant Capital LLC trimmed its position in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 21.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 49,152 shares of the technology company’s stock after selling 13,032 shares during the period. Savant Capital LLC’s holdings in Hewlett Packard Enterprise were worth $1,181,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. grew its holdings in Hewlett Packard Enterprise by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 173,058,714 shares of the technology company’s stock valued at $4,156,870,000 after purchasing an additional 1,917,719 shares during the period. Geode Capital Management LLC lifted its position in shares of Hewlett Packard Enterprise by 1.3% during the fourth quarter. Geode Capital Management LLC now owns 34,869,143 shares of the technology company’s stock worth $835,626,000 after acquiring an additional 431,728 shares in the last quarter. Jericho Capital Asset Management L.P. purchased a new stake in shares of Hewlett Packard Enterprise during the third quarter worth $416,900,000. Legal & General Group Plc lifted its position in shares of Hewlett Packard Enterprise by 0.3% during the third quarter. Legal & General Group Plc now owns 13,241,459 shares of the technology company’s stock worth $325,210,000 after acquiring an additional 36,765 shares in the last quarter. Finally, Nordea Investment Management AB lifted its position in shares of Hewlett Packard Enterprise by 4.4% during the fourth quarter. Nordea Investment Management AB now owns 7,485,650 shares of the technology company’s stock worth $179,693,000 after acquiring an additional 312,698 shares in the last quarter. 80.78% of the stock is owned by institutional investors.

Hewlett Packard Enterprise News Roundup

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

• Positive Sentiment: HPE reported adjusted EPS of $0.79, well above Wall Street’s $0.54 estimate, showing stronger-than-expected profitability. Article Title
• Positive Sentiment: Revenue came in at $10.68 billion versus $9.78 billion expected, with year-over-year sales growth of 40%, reinforcing that demand remains strong. Read More.
• Positive Sentiment: The company said networking revenue surged 148%, highlighting robust AI infrastructure and networking demand as customers build out AI data centers. Article Title
• Positive Sentiment: Management raised guidance sharply, with Q3 EPS and revenue outlooks both above consensus, and also increased full-year FY2026 targets. Article Title
• Positive Sentiment: HPE said it now expects to reach its 2028 financial targets two years early, reflecting confidence in AI-driven demand and execution. Article Title
• Positive Sentiment: HPE also announced a new NVIDIA Vera CPU-based server designed for agentic AI workloads, which supports the company’s push deeper into AI infrastructure. Article Title
• Neutral Sentiment: HPE named Elliott partner Chris Hsu to its board, a governance update that is not likely to drive near-term results by itself. Article Title

Hewlett Packard Enterprise Stock Up 10.1%

HPE opened at $47.37 on Tuesday. The company has a market cap of $62.85 billion, a P/E ratio of -249.32, a P/E/G ratio of 1.10 and a beta of 1.28. The business’s 50-day moving average price is $29.23 and its 200-day moving average price is $24.80. 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 Company has a 12 month low of $17.02 and a 12 month high of $47.97.

Hewlett Packard Enterprise (NYSE:HPE) last released its quarterly earnings data on Monday, June 1st. The technology company reported $0.79 EPS for the quarter, topping the consensus estimate of $0.54 by $0.25. The firm had revenue of $10.68 billion for the quarter, compared to the consensus estimate of $9.78 billion. Hewlett Packard Enterprise had a positive return on equity of 9.93% and a negative net margin of 0.41%.The company’s quarterly revenue was up 40.0% on a year-over-year basis. During the same quarter in the previous year, the business earned ($0.82) earnings per share. 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 1.97 EPS for the current year.

Hewlett Packard Enterprise Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 23rd. Investors of record on Tuesday, March 24th were issued a dividend of $0.1425 per share. This represents a $0.57 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Tuesday, March 24th. Hewlett Packard Enterprise’s payout ratio is currently -300.00%.

Analysts Set New Price Targets

Several research firms have issued reports on HPE. Bank of America increased their target price on Hewlett Packard Enterprise from $29.00 to $32.00 and gave the stock a “buy” rating in a research report on Tuesday, March 10th. Wall Street Zen lowered shares of Hewlett Packard Enterprise from a “buy” rating to a “hold” rating in a research report on Tuesday. Citigroup increased their price objective on Hewlett Packard Enterprise from $27.00 to $39.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Raymond James Financial reiterated an “outperform” rating and issued a $29.00 price objective (down from $30.00) on shares of Hewlett Packard Enterprise in a research report on Monday, April 13th. Finally, Morgan Stanley increased their price objective on Hewlett Packard Enterprise from $25.00 to $33.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $27.88.

Insider Activity at Hewlett Packard Enterprise

In related news, EVP Neil B. Macdonald sold 112,652 shares of the business’s stock in a transaction dated Wednesday, March 25th. The stock was sold at an average price of $25.09, for a total transaction of $2,826,438.68. Following the transaction, the executive vice president owned 56,494 shares in the company, valued at $1,417,434.46. The trade was a 66.60% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Antonio F. Neri sold 264,432 shares of the business’s stock in a transaction dated Wednesday, March 25th. The shares were sold at an average price of $25.18, for a total value of $6,658,397.76. Following the transaction, the chief executive officer owned 1,837,329 shares in the company, valued at approximately $46,263,944.22. This represents a 12.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 702,402 shares of company stock worth $18,440,171 over the last 90 days. 0.44% of the stock is owned by insiders.

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.