Hewlett Packard Enterprise Company (NYSE:HPE) Stock Rated “Moderate Buy” by Sell-Side Analysts

Hewlett Packard Enterprise Company (NYSE:HPE) has been assigned an average recommendation of “Moderate Buy” from the twenty ratings firms that are currently covering the stock, Marketbeat reports. Eight equities research analysts have rated the stock with a hold recommendation, ten have issued a buy recommendation and two have issued a strong buy recommendation on the company. The average twelve-month price objective among brokerages that have issued a report on the stock in the last year is $65.44.

HPE has been the topic of a number of recent analyst reports. The Goldman Sachs Group raised their price target on shares of Hewlett Packard Enterprise from $75.00 to $80.00 and gave the stock a “buy” rating in a report on Tuesday, October 6th. Truist Financial reaffirmed a “buy” rating and set a $75.00 price objective (up from $70.00) on shares of Hewlett Packard Enterprise in a research note on Thursday, October 1st. JPMorgan Chase & Co. increased their target price on shares of Hewlett Packard Enterprise from $68.00 to $70.00 in a report on Tuesday, August 25th. UBS Group raised their target price on Hewlett Packard Enterprise from $59.00 to $66.00 and gave the stock a “neutral” rating in a research note on Thursday, October 1st. Finally, Daiwa Securities Group upgraded Hewlett Packard Enterprise from a “neutral” rating to an “outperform” rating and boosted their price target for the company from $65.00 to $75.00 in a report on Friday, October 2nd.

Hewlett Packard Enterprise Trading Up 2.3%

HPE traded up $1.25 on Friday, hitting $56.73. 16,995,535 shares of the company were exchanged, compared to its average volume of 20,260,952. The firm has a fifty day simple moving average of $59.26 and a two-hundred day simple moving average of $47.46. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.72 and a current ratio of 1.11. Hewlett Packard Enterprise has a 12 month low of $19.84 and a 12 month high of $73.56. The stock has a market capitalization of $75.30 billion, a PE ratio of 29.54, a price-to-earnings-growth ratio of 0.49 and a beta of 1.39.

Hewlett Packard Enterprise (NYSE:HPE) last issued its earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.18. Hewlett Packard Enterprise had a net margin of 6.60% and a return on equity of 15.50%. The firm had revenue of $12.21 billion for the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter last year, the business earned $0.44 earnings per share. The business’s revenue was up 33.7% on a year-over-year basis. 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 expect that Hewlett Packard Enterprise will post 3.34 earnings per share for the current year.

Hewlett Packard Enterprise Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, October 16th. Stockholders of record on Thursday, September 17th were given a $0.1425 dividend. This represents a $0.57 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Thursday, September 17th. Hewlett Packard Enterprise’s dividend payout ratio (DPR) is currently 29.69%.

Insider Activity

In other news, EVP Rami Rahim sold 34,456 shares of the business’s stock in a transaction that occurred on Tuesday, September 29th. The stock was sold at an average price of $61.42, for a total transaction of $2,116,287.52. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Antonio Neri sold 250,000 shares of the company’s stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $60.44, for a total value of $15,110,000.00. Following the transaction, the chief executive officer owned 1,432,393 shares of the company’s stock, valued at approximately $86,573,832.92. This represents a 14.86% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 585,899 shares of company stock valued at $37,270,329. Company insiders own 0.44% of the company’s stock.

Institutional Investors Weigh In On Hewlett Packard Enterprise

Several institutional investors and hedge funds have recently modified their holdings of the stock. Kingswood Wealth Advisors LLC boosted its stake in shares of Hewlett Packard Enterprise by 8.8% in the 3rd quarter. Kingswood Wealth Advisors LLC now owns 13,277 shares of the technology company’s stock worth $848,000 after buying an additional 1,074 shares during the last quarter. Valley National Advisers Inc. increased its position in Hewlett Packard Enterprise by 40.1% during the third quarter. Valley National Advisers Inc. now owns 1,709 shares of the technology company’s stock valued at $109,000 after acquiring an additional 489 shares during the last quarter. Signaturefd LLC increased its position in Hewlett Packard Enterprise by 16.0% during the third quarter. Signaturefd LLC now owns 37,188 shares of the technology company’s stock valued at $2,376,000 after acquiring an additional 5,121 shares during the last quarter. Citizens Financial Group Inc. RI lifted its holdings in Hewlett Packard Enterprise by 27.1% in the third quarter. Citizens Financial Group Inc. RI now owns 44,541 shares of the technology company’s stock valued at $2,846,000 after acquiring an additional 9,509 shares during the period. Finally, Simplicity Wealth LLC lifted its holdings in Hewlett Packard Enterprise by 25.5% in the third quarter. Simplicity Wealth LLC now owns 8,719 shares of the technology company’s stock valued at $557,000 after acquiring an additional 1,773 shares during the period. 80.78% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Hewlett Packard Enterprise

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

• Positive Sentiment: Expanded NVIDIA AI relationship supports growth narrative. HPE updated its AI Factory offerings with NVIDIA to provide more secure deployment, governance and operational controls for regulated industries. The companies also announced collaboration with Schneider Electric on industrial AI agents, potentially broadening HPE’s private-cloud AI opportunity. HPE teams with Nvidia to enhance secure AI deployment Schneider Electric, NVIDIA and HPE strategic collaboration
• Positive Sentiment: HPE outperformed other AI-server stocks. HPE rose more than several peers as investors responded to its AI infrastructure announcements and an upbeat outlook from Super Micro, reinforcing expectations for robust server demand. HPE climbs while AI server peers lag
• Positive Sentiment: Value-oriented support remains. Zacks characterized HPE as a strong value stock, which may attract investors seeking exposure to AI infrastructure at a valuation viewed as more reasonable than some higher-growth technology names. Why HPE is a strong value stock
• Neutral Sentiment: Insider selling was disclosed. EVP Rami Rahim sold approximately $2.0 million of HPE shares, reducing his direct holdings by 3.94%. Because the transaction occurred under a Rule 10b5-1 plan, it may carry less negative signaling value than discretionary selling. SEC insider transaction filing
• Neutral Sentiment: Security remediation highlights product risk and responsiveness. HPE patched eight critical AOS vulnerabilities involving remote code execution and authentication bypass. The fixes reduce customer exposure, although the severity of the flaws could increase scrutiny of HPE security products. HPE patches critical AOS vulnerabilities
• Negative Sentiment: Barclays lowered its HPE price target from $83 to $77. Although the revised target remains above the current trading level, the reduction signals more cautious expectations for valuation or near-term upside. Barclays cuts HPE price target

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.