Robeco Institutional Asset Management B.V. Buys 1,379,938 Shares of Hewlett Packard Enterprise Company $HPE

Robeco Institutional Asset Management B.V. grew its stake in Hewlett Packard Enterprise Company (NYSE:HPE) by 154.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,271,024 shares of the technology company’s stock after acquiring an additional 1,379,938 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Hewlett Packard Enterprise were worth $145,096,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the company. Barrow Hanley Mewhinney & Strauss LLC bought a new position in Hewlett Packard Enterprise during the 2nd quarter worth approximately $1,027,139,000. Primecap Management Co. CA bought a new stake in Hewlett Packard Enterprise in the second quarter valued at approximately $773,225,000. Elliott Investment Management L.P. increased its stake in Hewlett Packard Enterprise by 47.2% in the first quarter. Elliott Investment Management L.P. now owns 27,421,735 shares of the technology company’s stock valued at $652,912,000 after purchasing an additional 8,790,757 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in Hewlett Packard Enterprise by 6.1% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 13,088,774 shares of the technology company’s stock worth $590,435,000 after purchasing an additional 756,972 shares during the period. Finally, Legal & General Group Plc acquired a new stake in Hewlett Packard Enterprise in the second quarter worth $512,721,000. 80.78% of the stock is currently owned by institutional investors and hedge funds.

More Hewlett Packard Enterprise News

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

• Positive Sentiment: AI infrastructure demand lifted the sector. Super Micro raised its quarterly revenue outlook and projected better gross margins, sending its shares sharply higher and pulling HPE and Dell Technologies along with it. The update provided fresh evidence that spending on AI computing infrastructure remains strong. Why are Dell and HPE stocks rising in premarket trading on Wednesday?
• Positive Sentiment: New ProLiant Gen13 servers expand HPE’s AI opportunity. HPE launched servers using sixth-generation AMD EPYC processors, targeting AI inference, agentic AI, data-intensive simulations and financial modeling. Higher core density, expanded memory and enhanced security features could support higher-value infrastructure sales. Learn Why The Bull Case For HPE Stock Could Change Following Gen13 Server Launch
• Positive Sentiment: Commercial and strategic projects add visibility. The Miami Heat selected HPE to modernize wired and wireless networking at Kaseya Center, while HPE’s Spaceborne Computer 4 is planned to run high-performance computing and AI benchmarks on the Moon. These projects are unlikely to materially affect near-term revenue but enhance HPE’s technology profile and potential customer relationships. Miami Heat Selects Hewlett Packard Enterprise to Modernize Infrastructure
• Neutral Sentiment: Investors remain focused on execution. HPE recently reported earnings and revenue above consensus estimates, but the stock’s substantial rally has increased scrutiny of valuation, backlog conversion and the durability of AI-related demand.
• Negative Sentiment: Analyst skepticism remains a risk. A recent downgrade triggered significant selling despite strong earnings growth and a record backlog, highlighting concerns that optimistic AI expectations may already be reflected in HPE’s valuation. HPE Has a 12x Forward PE and 400% Growth

Analyst Ratings Changes

A number of brokerages have recently weighed in on HPE. Piper Sandler lifted their price target on shares of Hewlett Packard Enterprise from $57.00 to $70.00 and gave the stock a “neutral” rating in a research report on Thursday, October 1st. Daiwa Securities Group upgraded shares of Hewlett Packard Enterprise from a “neutral” rating to an “outperform” rating and upped their price objective for the company from $65.00 to $75.00 in a research report on Friday, October 2nd. The Goldman Sachs Group upped their price objective on shares of Hewlett Packard Enterprise from $75.00 to $80.00 and gave the company a “buy” rating in a research report on Tuesday, October 6th. Argus reaffirmed a “buy” rating and set a $70.00 price objective on shares of Hewlett Packard Enterprise in a research note on Friday, September 4th. Finally, Truist Financial reiterated a “buy” rating and set a $75.00 target price (up from $70.00) on shares of Hewlett Packard Enterprise in a report on Thursday, October 1st. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Hewlett Packard Enterprise presently has a consensus rating of “Moderate Buy” and a consensus price target of $65.44.

Hewlett Packard Enterprise Price Performance

Shares of HPE opened at $58.11 on Thursday. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.72 and a current ratio of 1.11. The stock has a 50 day simple moving average of $59.39 and a 200 day simple moving average of $47.18. Hewlett Packard Enterprise Company has a 52-week low of $19.84 and a 52-week high of $73.56. The firm has a market capitalization of $77.14 billion, a PE ratio of 30.27, a P/E/G ratio of 0.50 and a beta of 1.39.

Hewlett Packard Enterprise (NYSE:HPE) last posted its earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.18. The business had revenue of $12.21 billion during the quarter, compared to analysts’ expectations of $11.97 billion. Hewlett Packard Enterprise had a return on equity of 15.50% and a net margin of 6.60%. Hewlett Packard Enterprise’s revenue for the quarter was up 33.7% compared to the same quarter last year. During the same period in the prior 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. Sell-side analysts predict that Hewlett Packard Enterprise Company will post 3.34 EPS for the current fiscal year.

Hewlett Packard Enterprise Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, October 16th. Stockholders of record on Thursday, September 17th were issued a $0.1425 dividend. This represents a $0.57 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Thursday, September 17th. Hewlett Packard Enterprise’s dividend payout ratio is 29.69%.

Insider Transactions at Hewlett Packard Enterprise

In related news, EVP Rami Rahim sold 34,456 shares of the business’s stock in a transaction on Tuesday, September 29th. The shares were sold at an average price of $61.42, for a total value of $2,116,287.52. Following the sale, the executive vice president directly owned 875,133 shares of the company’s stock, valued at approximately $53,750,668.86. The trade was a 3.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary Reiner sold 17,000 shares of the business’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $56.91, for a total transaction of $967,470.00. Following the completion of the sale, the director directly owned 65,072 shares in the company, valued at $3,703,247.52. This represents a 20.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 551,456 shares of company stock valued at $35,271,258 over the last quarter. Corporate insiders own 0.44% of the company’s stock.

About Hewlett Packard Enterprise

Hewlett Packard Enterprise Company (NYSE:HPE) is a global technology company that provides information technology solutions for businesses, governments and other organizations. Its offerings are designed to help customers build, manage and modernize data centers, hybrid cloud environments and edge computing operations.

HPE’s portfolio includes enterprise servers and compute systems, data storage, networking products, high-performance computing and artificial intelligence infrastructure.