1,379,938 Hewlett Packard Enterprise Company $HPE Shares Acquired by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. increased its holdings in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 154.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,271,024 shares of the technology company’s stock after acquiring an additional 1,379,938 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.17% of Hewlett Packard Enterprise worth $145,096,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of HPE. Triumph Capital Management increased its stake in shares of 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 buying an additional 315 shares in the last quarter. Delos Wealth Advisors LLC acquired a new position in Hewlett Packard Enterprise during the 2nd quarter worth about $27,000. Pension & Wealth Management Advisors Inc. acquired a new position in Hewlett Packard Enterprise during the 3rd quarter worth about $40,000. First Bancorp Inc ME bought a new stake in Hewlett Packard Enterprise during the 2nd quarter worth about $30,000. Finally, Bullock Wealth Management Group bought a new stake in Hewlett Packard Enterprise during the 3rd quarter worth about $48,000. 80.78% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Hewlett Packard Enterprise

In other Hewlett Packard Enterprise news, Director Gary M. Reiner sold 17,000 shares of the firm’s stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $56.91, for a total value of $967,470.00. Following the transaction, the director directly owned 65,072 shares of the company’s stock, valued at approximately $3,703,247.52. This trade represents a 20.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Antonio Neri sold 250,000 shares of the firm’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 transaction of $15,110,000.00. Following the completion of the transaction, the chief executive officer directly owned 1,432,393 shares in the company, valued at approximately $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 551,456 shares of company stock worth $35,271,258 over the last ninety days. Company insiders own 0.44% of the company’s stock.

Hewlett Packard Enterprise Stock Performance

Shares of NYSE:HPE opened at $58.11 on Thursday. The stock has a market capitalization of $77.14 billion, a P/E ratio of 30.27, a P/E/G ratio of 0.50 and a beta of 1.39. Hewlett Packard Enterprise Company has a 1-year low of $19.84 and a 1-year high of $73.56. The company has a current ratio of 1.11, a quick ratio of 0.72 and a debt-to-equity ratio of 0.65. The business has a 50-day moving average price of $59.39 and a two-hundred day moving average price of $47.18.

Hewlett Packard Enterprise (NYSE:HPE) last released its earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.18. The company had revenue of $12.21 billion for the quarter, compared to the consensus estimate of $11.97 billion. Hewlett Packard Enterprise had a net margin of 6.60% and a return on equity of 15.50%. The company’s revenue was up 33.7% compared to the same quarter last year. During the same period in the prior year, the company posted $0.44 EPS. 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 predict that Hewlett Packard Enterprise Company 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. Investors of record on Thursday, September 17th were issued a $0.1425 dividend. This represents a $0.57 annualized dividend and a yield of 1.0%. The ex-dividend date was Thursday, September 17th. Hewlett Packard Enterprise’s dividend payout ratio is currently 29.69%.

Analyst Upgrades and Downgrades

Several research firms have weighed in on HPE. Morgan Stanley raised their price objective on shares of Hewlett Packard Enterprise from $67.00 to $72.00 and gave the company an “overweight” rating in a research report on Thursday, October 1st. Bank of America upped their target price on shares of Hewlett Packard Enterprise from $80.00 to $82.00 and gave the stock a “buy” rating in a research report on Monday, August 31st. Weiss Ratings raised shares of Hewlett Packard Enterprise from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, September 4th. Piper Sandler raised their price target on shares of Hewlett Packard Enterprise from $57.00 to $70.00 and gave the company a “neutral” rating in a report on Thursday, October 1st. Finally, Evercore raised their price target on shares of Hewlett Packard Enterprise from $65.00 to $67.00 and gave the company an “outperform” rating in a report on Thursday, October 1st. 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 company’s stock. Based on data from MarketBeat.com, Hewlett Packard Enterprise has a consensus rating of “Moderate Buy” and a consensus target price of $65.44.

Key Hewlett Packard Enterprise News

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

• Positive Sentiment: AI infrastructure demand lifted the sector. Super Micro raised its quarterly revenue outlook and projected better gross margins, sending its shares sharply higher and pulling HPE and Dell Technologies along with it. The update provided fresh evidence that spending on AI computing infrastructure remains strong. Why are Dell and HPE stocks rising in premarket trading on Wednesday?
• Positive Sentiment: New ProLiant Gen13 servers expand HPE’s AI opportunity. HPE launched servers using sixth-generation AMD EPYC processors, targeting AI inference, agentic AI, data-intensive simulations and financial modeling. Higher core density, expanded memory and enhanced security features could support higher-value infrastructure sales. Learn Why The Bull Case For HPE Stock Could Change Following Gen13 Server Launch
• Positive Sentiment: Commercial and strategic projects add visibility. The Miami Heat selected HPE to modernize wired and wireless networking at Kaseya Center, while HPE’s Spaceborne Computer 4 is planned to run high-performance computing and AI benchmarks on the Moon. These projects are unlikely to materially affect near-term revenue but enhance HPE’s technology profile and potential customer relationships. Miami Heat Selects Hewlett Packard Enterprise to Modernize Infrastructure
• Neutral Sentiment: Investors remain focused on execution. HPE recently reported earnings and revenue above consensus estimates, but the stock’s substantial rally has increased scrutiny of valuation, backlog conversion and the durability of AI-related demand.
• Negative Sentiment: Analyst skepticism remains a risk. A recent downgrade triggered significant selling despite strong earnings growth and a record backlog, highlighting concerns that optimistic AI expectations may already be reflected in HPE’s valuation. HPE Has a 12x Forward PE and 400% Growth

Hewlett Packard Enterprise Profile

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.