Stolz & Associates PS Makes New $1.49 Million Investment in Hewlett Packard Enterprise Company $HPE

Stolz & Associates PS bought a new position in shares of Hewlett Packard Enterprise Company (NYSE:HPE) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 23,241 shares of the technology company’s stock, valued at approximately $1,485,000. Hewlett Packard Enterprise makes up about 0.9% of Stolz & Associates PS’s investment portfolio, making the stock its 12th biggest position.

Other hedge funds also recently modified their holdings of the company. Triumph Capital Management increased its stake in Hewlett Packard Enterprise by 208.6% in the third quarter. Triumph Capital Management now owns 466 shares of the technology company’s stock valued at $30,000 after acquiring an additional 315 shares during the last quarter. Ramsey Quantitative Systems bought a new stake in Hewlett Packard Enterprise during the third quarter worth $31,000. Latitude Advisors LLC bought a new stake in Hewlett Packard Enterprise during the third quarter worth $37,000. Delos Wealth Advisors LLC bought a new stake in Hewlett Packard Enterprise during the second quarter worth $27,000. Finally, Pension & Wealth Management Advisors Inc. acquired a new stake in shares of Hewlett Packard Enterprise in the 3rd quarter valued at $40,000. Institutional investors own 80.78% of the company’s stock.

Hewlett Packard Enterprise Trading Up 0.8%

NYSE HPE opened at $47.90 on Wednesday. The firm has a market capitalization of $63.59 billion, a PE ratio of 24.95, a price-to-earnings-growth ratio of 0.31 and a beta of 1.46. The business’s 50-day moving average price is $59.01 and its two-hundred day moving average price is $41.65. The company has a current ratio of 1.11, a quick ratio of 0.72 and a debt-to-equity ratio of 0.65. Hewlett Packard Enterprise Company has a 12 month low of $19.84 and a 12 month high of $73.56.

Hewlett Packard Enterprise (NYSE:HPE) last issued its quarterly 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. 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 the consensus estimate of $11.97 billion. During the same quarter in the previous year, the company earned $0.44 EPS. The company’s revenue for the quarter 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. On average, analysts expect that Hewlett Packard Enterprise Company will post 3.35 EPS for the current year.

Hewlett Packard Enterprise Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, October 16th. Shareholders of record on Thursday, September 17th 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 of this dividend was Thursday, September 17th. Hewlett Packard Enterprise’s payout ratio is currently 29.69%.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on HPE shares. Morgan Stanley upped their price objective on shares of Hewlett Packard Enterprise from $67.00 to $72.00 and gave the stock an “overweight” rating in a research report on Thursday, October 1st. Zacks Research upgraded shares of Hewlett Packard Enterprise from a “hold” rating to a “strong-buy” rating in a research report on Friday, September 4th. Loop Capital decreased their target price on shares of Hewlett Packard Enterprise from $75.00 to $65.00 and set a “buy” rating on the stock in a research note on Tuesday, September 8th. Daiwa Securities Group upgraded shares of Hewlett Packard Enterprise from a “neutral” rating to an “outperform” rating and upped their price target for the stock from $65.00 to $75.00 in a report on Friday, October 2nd. Finally, Argus reiterated a “buy” rating and set a $70.00 price target on shares of Hewlett Packard Enterprise in a report on Friday, September 4th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $65.44.

Key Hewlett Packard Enterprise News

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

• Positive Sentiment: The Royal Australasian College of Surgeons moved its remaining on-premises workloads to HPE Private Cloud, managed through GreenLake. The organization targets AU$2.1 million in savings, providing a customer win that may support HPE’s cloud-services growth. Royal Australasian College of Surgeons Selects Hewlett Packard Enterprise for Private Cloud Transformation
• Positive Sentiment: Recent Zacks commentary describes HPE as attractively valued, citing potential from AI infrastructure, networking growth and GreenLake adoption. Another Zacks article also includes HPE among undervalued stocks with earnings-growth prospects, which could appeal to investors looking for opportunities in a market rally. Should You Buy, Sell or Hold HPE Stock at a P/E Multiple of 10.08X?
• Neutral Sentiment: A recent market analysis noted that HPE and Dell had surrendered a substantial portion of their AI-driven gains, leaving investors focused on whether upcoming earnings can support a recovery. Dell and HPE Were AI Winners Until the Selloff. Can Earnings Put Them Back on Track?
• Negative Sentiment: Shares of AI-server companies came under pressure as NVIDIA’s decline weighed on the hardware sector. The report cited HPE among the stocks pulled lower, highlighting its exposure to sentiment around AI infrastructure spending. NVIDIA’s Slide Drags AI Server Stocks

Insider Transactions at Hewlett Packard Enterprise

In related news, Director Gary Reiner sold 17,000 shares of Hewlett Packard Enterprise stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $56.91, for a total transaction of $967,470.00. Following the transaction, the director owned 65,072 shares of the company’s stock, valued at $3,703,247.52. The trade was a 20.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Rami Rahim sold 34,443 shares of Hewlett Packard Enterprise stock in a transaction that occurred on Wednesday, October 21st. The shares were sold at an average price of $58.04, for a total value of $1,999,071.72. Following the transaction, the executive vice president directly owned 840,690 shares in the company, valued at approximately $48,793,647.60. The trade was a 3.94% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 585,899 shares of company stock valued at $37,270,329 over the last ninety days. 0.44% of the stock is currently owned by insiders.

Hewlett Packard Enterprise Profile

Hewlett Packard Enterprise (HPE) is a global information technology company that provides products and services for businesses, governments and other organizations. Its offerings span servers and computing systems, data storage, networking, hybrid cloud, artificial intelligence and edge computing. HPE sells systems such as HPE ProLiant servers and HPE Alletra storage, along with networking products through HPE Aruba Networking. Its HPE GreenLake platform provides cloud and IT services through a flexible, consumption-based model.