Cantor Fitzgerald Investment Advisors L.P. trimmed its holdings in shares of Hewlett Packard Enterprise Company (NYSE:HPE – Free Report) by 33.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 480,844 shares of the technology company’s stock after selling 244,093 shares during the period. Hewlett Packard Enterprise makes up about 1.7% of Cantor Fitzgerald Investment Advisors L.P.’s holdings, making the stock its 12th biggest position. Cantor Fitzgerald Investment Advisors L.P.’s holdings in Hewlett Packard Enterprise were worth $30,721,000 at the end of the most recent quarter.
Other large investors have also recently bought and sold shares of the company. Guyasuta Investment Advisors Inc. acquired a new stake in Hewlett Packard Enterprise during the 3rd quarter worth about $235,000. AdvisorNet Financial Inc grew its stake in Hewlett Packard Enterprise by 809.6% during the 3rd quarter. AdvisorNet Financial Inc now owns 43,563 shares of the technology company’s stock valued at $2,749,000 after acquiring an additional 38,774 shares in the last quarter. Saxony Capital Management LLC purchased a new position in Hewlett Packard Enterprise during the 3rd quarter valued at about $286,000. Assenagon Asset Management S.A. grew its stake in Hewlett Packard Enterprise by 10.6% during the 3rd quarter. Assenagon Asset Management S.A. now owns 1,371,297 shares of the technology company’s stock valued at $87,612,000 after acquiring an additional 131,297 shares in the last quarter. Finally, Gunderson Capital Management LLC acquired a new position in shares of Hewlett Packard Enterprise in the 3rd quarter valued at about $15,409,000. 80.78% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
Several research firms recently commented on HPE. Wall Street Zen upgraded shares of Hewlett Packard Enterprise from a “buy” rating to a “strong-buy” rating in a report on Sunday, August 30th. Raymond James Financial upped their price objective on shares of Hewlett Packard Enterprise from $74.00 to $86.00 and gave the company an “outperform” rating in a research note on Thursday, September 3rd. The Goldman Sachs Group increased their target price on shares of Hewlett Packard Enterprise from $75.00 to $80.00 and gave the stock a “buy” rating in a research report on Tuesday, October 6th. Daiwa Securities Group raised shares of Hewlett Packard Enterprise from a “neutral” rating to an “outperform” rating and lifted their target price for the company from $65.00 to $75.00 in a research note on Friday, October 2nd. Finally, Citigroup boosted their price target on shares of Hewlett Packard Enterprise from $76.00 to $92.00 and gave the company a “buy” rating in a report on Thursday, October 1st. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Hewlett Packard Enterprise presently has a consensus rating of “Moderate Buy” and an average price target of $65.44.
Get Our Latest Stock Analysis on HPE
Key Stories Impacting Hewlett Packard Enterprise
Here are the key news stories impacting Hewlett Packard Enterprise this week:
- Positive Sentiment: HPE plans to invest $75 million to expand its Chippewa Falls, Wisconsin, operations and add approximately 75 jobs. The project supports the company’s regional infrastructure and manufacturing footprint, although its near-term financial impact is likely limited. HPE Chippewa Falls expansion
- Positive Sentiment: Daiwa upgraded HPE to Outperform, providing a counterpoint to the more cautious analyst view and signaling continued confidence in the company’s longer-term prospects. Daiwa upgrades HPE
- Neutral Sentiment: HPE recently reported record quarterly revenue, orders and backlog, citing demand for traditional servers, AI systems and networking, as well as higher server prices. Those results offer fundamental support but are being weighed against concerns about how sustainable the growth rate will be. HPE demand and server pricing analysis
- Negative Sentiment: Barclays downgraded HPE from Overweight to Equal Weight and lowered its price target from $83 to $77. The firm cited elevated valuation and a lack of a meaningful AI-driven growth inflection, placing pressure on HPE and other server makers. Barclays downgrades HPE
- Negative Sentiment: Investors also remain concerned that enterprise customers may delay or moderate AI hardware purchases. The broader selloff in Dell, NetApp and Super Micro reinforced worries about server demand, revenue timing and near-term industry momentum. Hardware stocks fall on AI spending concerns
Insider Buying and Selling at Hewlett Packard Enterprise
In other 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 completion of the sale, the executive vice president directly owned 875,133 shares in the company, valued at approximately $53,750,668.86. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Antonio F. Neri sold 250,000 shares of the business’s stock in a transaction on Friday, September 11th. The stock was sold at an average price of $60.44, for a total transaction of $15,110,000.00. Following the completion of the sale, the chief executive officer owned 1,432,393 shares of the company’s stock, valued at $86,573,832.92. The trade was a 14.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 551,456 shares of company stock worth $35,271,258 over the last 90 days. Insiders own 0.44% of the company’s stock.
Hewlett Packard Enterprise Stock Performance
Shares of HPE opened at $58.71 on Friday. The company has a quick ratio of 0.72, a current ratio of 1.11 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. The company’s fifty day moving average is $59.30 and its 200-day moving average is $46.26. The firm has a market cap of $77.94 billion, a price-to-earnings ratio of 30.58, a price-to-earnings-growth ratio of 0.56 and a beta of 1.39.
Hewlett Packard Enterprise (NYSE:HPE – Get Free Report) last posted its earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.18. The company had revenue of $12.21 billion for the quarter, compared to analyst estimates of $11.97 billion. Hewlett Packard Enterprise had a return on equity of 15.50% and a net margin of 6.60%. The business’s revenue was up 33.7% compared to the same quarter last year. During the same period last year, the company earned $0.44 earnings per share. 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. Equities analysts expect that Hewlett Packard Enterprise Company will post 3.34 EPS for the current fiscal year.
Hewlett Packard Enterprise Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Friday, October 16th. Shareholders of record on Thursday, September 17th will be given a dividend of $0.1425 per share. The ex-dividend date of this dividend is Thursday, September 17th. This represents a $0.57 dividend on an annualized basis and a yield of 1.0%. Hewlett Packard Enterprise’s dividend payout ratio is presently 29.69%.
Hewlett Packard Enterprise Profile
Hewlett Packard Enterprise Company (NYSE:HPE) is a global technology company that provides information technology products, services and solutions for businesses, governments and other organizations. Its offerings are designed to help customers build, manage and secure data center, cloud and edge-computing environments.
HPE’s portfolio includes enterprise servers, high-performance computing systems, data storage, networking equipment, software and technology consulting services. The company also provides hybrid cloud and as-a-service solutions through HPE GreenLake, allowing customers to access and manage computing, storage, data protection and other IT capabilities through a flexible consumption model.
Featured Stories
- Five stocks we like better than Hewlett Packard Enterprise
- ASML Can’t Keep Up With AI Demand—Why That’s a Good Thing
- Enovix’s 100,000-Battery Drone Order Sets Up a Test of Its Production Plans
- AMD’s Support Could Help Fermi Stock Overcome Its Biggest Hurdle
- Beyond the GPU: Credo Paves the Next AI Data Superhighway
Want to see what other hedge funds are holding HPE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Hewlett Packard Enterprise Company (NYSE:HPE – Free Report).
Receive News & Ratings for Hewlett Packard Enterprise Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Hewlett Packard Enterprise and related companies with MarketBeat.com's FREE daily email newsletter.
