iSAM Funds UK Ltd Invests $501,000 in Hewlett Packard Enterprise Company $HPE

iSAM Funds UK Ltd acquired a new position in Hewlett Packard Enterprise Company (NYSE:HPE) during the 2nd quarter, HoldingsChannel reports. The fund acquired 11,100 shares of the technology company’s stock, valued at approximately $501,000.

A number of other institutional investors and hedge funds have also bought and sold shares of HPE. Empowered Funds LLC increased its stake in shares of Hewlett Packard Enterprise by 317.3% in the first quarter. Empowered Funds LLC now owns 149,810 shares of the technology company’s stock valued at $2,312,000 after buying an additional 113,906 shares during the period. Geneos Wealth Management Inc. raised its position in shares of Hewlett Packard Enterprise by 44.7% during the first quarter. Geneos Wealth Management Inc. now owns 4,456 shares of the technology company’s stock worth $69,000 after acquiring an additional 1,377 shares during the last quarter. Brown Advisory Inc. lifted its stake in shares of Hewlett Packard Enterprise by 4.4% in the second quarter. Brown Advisory Inc. now owns 23,593 shares of the technology company’s stock worth $482,000 after acquiring an additional 996 shares during the period. Jump Financial LLC boosted its holdings in Hewlett Packard Enterprise by 25.8% in the second quarter. Jump Financial LLC now owns 15,662 shares of the technology company’s stock valued at $320,000 after acquiring an additional 3,215 shares during the last quarter. Finally, WINTON GROUP Ltd bought a new stake in Hewlett Packard Enterprise in the second quarter valued at approximately $207,000. 80.78% of the stock is currently owned by institutional investors and hedge funds.

Hewlett Packard Enterprise Stock Performance

NYSE:HPE opened at $51.85 on Thursday. The firm has a market capitalization of $68.66 billion, a P/E ratio of 48.46, a P/E/G ratio of 0.54 and a beta of 1.43. Hewlett Packard Enterprise Company has a twelve month low of $19.84 and a twelve month high of $64.25. The company has a fifty day moving average of $49.63 and a 200-day moving average of $37.46. The company has a quick ratio of 0.75, a current ratio of 1.09 and a debt-to-equity ratio of 0.72.

Hewlett Packard Enterprise (NYSE:HPE) last posted its quarterly earnings results on Wednesday, September 2nd. The technology company reported $1.11 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.18. Hewlett Packard Enterprise had a net margin of 3.94% and a return on equity of 11.91%. The business had revenue of $12.21 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same period last year, the company posted $0.44 earnings per share. The business’s quarterly 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. As a group, sell-side analysts anticipate that Hewlett Packard Enterprise Company will post 2.92 EPS for the current year.

Insider Activity at Hewlett Packard Enterprise

In related news, SVP Kirt P. Karros sold 18,785 shares of the business’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $48.50, for a total value of $911,072.50. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.44% of the stock is currently owned by corporate insiders.

Key Stories Impacting Hewlett Packard Enterprise

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

• Positive Sentiment: Quarterly results exceeded expectations: HPE reported fiscal Q3 EPS of $1.11, above estimates ranging from $0.93 to $0.95, while revenue increased 33.7% year over year to $12.21 billion, topping the $11.97 billion consensus. EPS also more than doubled from $0.44 a year earlier. HPE Reports Fiscal 2026 Third Quarter Results
• Positive Sentiment: Management raised its outlook above Wall Street forecasts: Fiscal 2026 EPS guidance was set at $3.75-$3.85 versus consensus of $3.34, and revenue guidance was raised to $46-$47 billion versus $45.1 billion expected. Fourth-quarter EPS guidance of $1.20-$1.30 and revenue guidance of $13.9-$14.8 billion also exceeded consensus estimates. HPE raises annual forecasts as AI, networking demand lifts quarterly revenue
• Positive Sentiment: AI and networking demand are driving growth: Strong demand for AI-related servers and networking products lifted revenue across HPE’s businesses and contributed to a more than fivefold increase in quarterly profit. HPE Boosts Outlook as AI Demand Drives Surge in Third-Quarter Profit
• Positive Sentiment: Oracle collaboration expands: HPE will deploy Juniper Networking equipment and related services across Oracle’s AI data centers, supporting potential long-term infrastructure demand. HPE and Oracle Deepen Networking Collaboration
• Neutral Sentiment: HPE initially wavered or moved lower after earnings despite the beat, suggesting investors may be seeking evidence that elevated AI expectations can translate into sustained margins and growth. HPE Shares Slide Despite Strong Q3 and Raised Guidance
• Positive Sentiment: Broader enthusiasm for enterprise hardware, following Dell’s strong AI backlog and outlook, also supported sentiment toward HPE before its own results.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the stock. Citigroup raised their price target on shares of Hewlett Packard Enterprise from $70.00 to $74.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Weiss Ratings raised shares of Hewlett Packard Enterprise from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, June 29th. Loop Capital upgraded shares of Hewlett Packard Enterprise from a “hold” rating to a “buy” rating and boosted their target price for the company from $23.00 to $75.00 in a report on Tuesday, June 2nd. Deutsche Bank Aktiengesellschaft started coverage on shares of Hewlett Packard Enterprise in a research report on Tuesday. They set a “buy” rating and a $62.00 price target on the stock. Finally, UBS Group boosted their price objective on Hewlett Packard Enterprise from $25.00 to $65.00 and gave the company a “neutral” rating in a research note on Tuesday, June 2nd. Twelve investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, Hewlett Packard Enterprise has a consensus rating of “Moderate Buy” and an average price target of $69.44.

About Hewlett Packard Enterprise

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.