HP Inc. $HPQ Position Lifted by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of HP Inc. (NYSE:HPQ) by 1.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,874,541 shares of the computer maker’s stock after acquiring an additional 29,340 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.20% of HP worth $51,044,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the stock. AlphaCore Capital LLC grew its stake in HP by 133.6% in the third quarter. AlphaCore Capital LLC now owns 3,647 shares of the computer maker’s stock worth $101,000 after purchasing an additional 2,086 shares in the last quarter. Intech Investment Management LLC lifted its holdings in HP by 24.8% during the 3rd quarter. Intech Investment Management LLC now owns 74,819 shares of the computer maker’s stock worth $2,037,000 after buying an additional 14,887 shares during the last quarter. Willow Creek Wealth Management Inc. acquired a new position in shares of HP in the 3rd quarter worth approximately $270,000. MAI Capital Management increased its holdings in shares of HP by 36.8% in the 3rd quarter. MAI Capital Management now owns 39,392 shares of the computer maker’s stock valued at $1,073,000 after acquiring an additional 10,589 shares during the last quarter. Finally, TD Asset Management Inc raised its position in shares of HP by 0.5% during the 3rd quarter. TD Asset Management Inc now owns 509,393 shares of the computer maker’s stock valued at $13,871,000 after acquiring an additional 2,431 shares in the last quarter. Institutional investors and hedge funds own 77.53% of the company’s stock.

Key Stories Impacting HP

Here are the key news stories impacting HP this week:

• Positive Sentiment: Q1 beat — HP reported roughly 7% YoY revenue growth to about $14.4B, with Personal Systems and AI‑enabled PC shipments the main drivers; the quarter topped consensus on revenue and EPS, supporting near‑term upside. HP Inc. (HPQ): Strong Q1 2026 Revenue Growth Driven by Personal Systems and AI PC Adoption
• Positive Sentiment: Options activity shows bullish positioning: traders bought a large volume of HP call options, signaling speculative interest or hedged bullish bets that can amplify upside moves. Stock Traders Buy Large Volume of HP Call Options (NYSE:HPQ)
• Neutral Sentiment: Management flagged margin pressure from rising DRAM/NAND costs and outlined responses — long‑term supply deals, product/pricing moves and a $1B cost‑savings plan through FY2028; these are constructive long‑term but add near‑term uncertainty. HP Beats Expectations As AI PCs Grow And Cost Pressures Mount
• Negative Sentiment: Analysts are trimming targets and recommendations — the brokerage consensus has moved toward “Reduce” and several firms cut price targets, reflecting concerns about margin pressure and weaker near‑term outlook. HP Inc. (NYSE:HPQ) Given Average Recommendation of “Reduce” by Brokerages
• Negative Sentiment: CFO warning and memory‑chip crunch commentary sparked downside — press coverage noted HP hit a 52‑week low after management cautioned the memory cost squeeze may persist and could depress PC sales. HP Hits 52-Week Low After CFO’s Warning Wipes Out Earnings Win
• Negative Sentiment: Fund commentary suggests HP may be lagging AI tailwinds — some investor letters and notes say AI demand hasn’t fully translated into durable upside, highlighting execution and cost risks. HP (HPQ) Lags as AI Tailwinds Bypass Growth Amid Rising Costs and Weak 2026 Outlook

Insiders Place Their Bets

In other HP news, CEO Enrique Lores sold 41,922 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $26.00, for a total value of $1,089,972.00. Following the completion of the sale, the chief executive officer directly owned 141,456 shares in the company, valued at $3,677,856. This represents a 22.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Ketan M. Patel sold 33,321 shares of the stock in a transaction on Friday, December 26th. The shares were sold at an average price of $23.19, for a total value of $772,713.99. Following the transaction, the insider directly owned 34,572 shares of the company’s stock, valued at approximately $801,724.68. The trade was a 49.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 91,969 shares of company stock worth $2,277,993. 0.38% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on HPQ shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of HP in a report on Thursday, January 22nd. Barclays decreased their price target on shares of HP from $18.00 to $16.00 and set an “underweight” rating for the company in a report on Wednesday. Citigroup dropped their price objective on shares of HP from $22.00 to $20.00 and set a “neutral” rating on the stock in a research note on Tuesday, February 17th. UBS Group decreased their target price on HP from $26.00 to $20.00 and set a “neutral” rating for the company in a research note on Thursday, February 19th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating on shares of HP in a report on Monday, December 1st. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Hold rating and six have given a Sell rating to the company’s stock. According to data from MarketBeat.com, HP presently has an average rating of “Reduce” and an average target price of $22.23.

HP Price Performance

Shares of HPQ stock opened at $18.96 on Friday. HP Inc. has a 12-month low of $17.56 and a 12-month high of $31.43. The firm has a market capitalization of $17.34 billion, a price-to-earnings ratio of 7.18, a price-to-earnings-growth ratio of 5.29 and a beta of 1.21. The business has a 50 day simple moving average of $20.31 and a 200 day simple moving average of $24.36.

HP (NYSE:HPQ) last announced its quarterly earnings results on Tuesday, February 24th. The computer maker reported $0.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.77 by $0.04. The company had revenue of $14.44 billion during the quarter, compared to analyst estimates of $13.87 billion. HP had a negative return on equity of 367.41% and a net margin of 4.46%.The firm’s quarterly revenue was up 6.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.74 EPS. HP has set its Q2 2026 guidance at 0.700-0.760 EPS. On average, equities analysts anticipate that HP Inc. will post 3.56 EPS for the current fiscal year.

HP Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be paid a dividend of $0.30 per share. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $1.20 annualized dividend and a yield of 6.3%. HP’s dividend payout ratio (DPR) is presently 45.45%.

About HP

HP Inc is an American multinational information technology company that designs, manufactures and sells personal computing devices, printers and related supplies and services. Its product portfolio spans consumer and commercial notebooks and desktops, workstations, displays and accessories, as well as an extensive line of printing hardware that includes home, office and production printers. HP also provides consumables such as ink and toner, managed print services, device deployment and lifecycle support, and software for device and print management.

Founded from the original Hewlett‑Packard Company, HP Inc became a separately traded public company in 2015 following a corporate split that created Hewlett Packard Enterprise to focus on enterprise hardware and services.