AIA Group Ltd Acquires 102,043 Shares of Hewlett Packard Enterprise Company $HPE

AIA Group Ltd raised its holdings in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 77.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 233,241 shares of the technology company’s stock after purchasing an additional 102,043 shares during the period. AIA Group Ltd’s holdings in Hewlett Packard Enterprise were worth $5,728,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Elliott Investment Management L.P. bought a new position in shares of Hewlett Packard Enterprise during the second quarter valued at approximately $381,004,000. Jericho Capital Asset Management L.P. purchased a new stake in Hewlett Packard Enterprise in the third quarter worth $416,900,000. Schroder Investment Management Group boosted its holdings in Hewlett Packard Enterprise by 192.4% in the second quarter. Schroder Investment Management Group now owns 10,599,242 shares of the technology company’s stock valued at $216,754,000 after acquiring an additional 6,974,083 shares in the last quarter. Holocene Advisors LP purchased a new position in Hewlett Packard Enterprise during the 3rd quarter valued at $144,468,000. Finally, Norges Bank purchased a new position in Hewlett Packard Enterprise during the 2nd quarter valued at $110,093,000. Hedge funds and other institutional investors own 80.78% of the company’s stock.

More Hewlett Packard Enterprise News

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

• Positive Sentiment: HPE launched the HPE AI Grid — an end‑to‑end, NVIDIA‑based solution to link distributed AI factories and inference sites; this accelerates HPE’s addressable market in large‑scale, low‑latency AI deployments. HPE Transforms Distributed AI Factories Into Intelligent AI grid Powered by NVIDIA
• Positive Sentiment: HPE expanded its NVIDIA AI portfolio for enterprise‑scale deployments, reinforcing product depth for customers building on NVIDIA reference architectures — a direct revenue lever as customers scale GPUs and optimized servers. HPE Expands NVIDIA AI Portfolio For Enterprise-Scale Deployments
• Positive Sentiment: New infrastructure announcements (Blackwell servers, Rubin support and private cloud upgrades) broaden HPE’s AI factory stack — improving competitive positioning for hyperscalers, telcos and service providers. HPE broadens AI factory with new Blackwell servers, private cloud upgrades and Rubin infrastructure
• Positive Sentiment: Channel momentum: CBTS earned HPE “Triple Platinum Plus” partner status, and Hirundo joined the Unleash AI partner program — signals of stronger go‑to‑market execution and partner‑driven pipeline. Hirundo Joins HPE’s Unleash AI Partner Program
• Neutral Sentiment: Analyst and media coverage highlights HPE as both a growth and value opportunity (Zacks pieces), which can attract differing investor types but doesn’t change near‑term sentiment on guidance or valuation. Here’s Why Hewlett Packard Enterprise (HPE) is a Strong Growth Stock
• Neutral Sentiment: HPE published threat reports on industrialized cybercrime — this underscores market demand for security and edge‑resilient offerings but is more informational than revenue‑driving in the near term. HPE: Cyber Adversaries Adopting Industrial-Scale Operations to Accelerate Attacks
• Negative Sentiment: Analysts remain cautious post‑earnings — Bernstein reiterated a Market Perform rating with a $24 target after HPE’s Q1 beat on EPS but revenue roughly in line; neutral/limited analyst outlook and price targets can cap near‑term upside. Analysts Stay Neutral on Hewlett Packard Enterprise (HPE) After Earnings

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on HPE shares. Zacks Research raised shares of Hewlett Packard Enterprise from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Morgan Stanley boosted their price target on shares of Hewlett Packard Enterprise from $23.00 to $25.00 and gave the company an “equal weight” rating in a research report on Tuesday, March 10th. Wall Street Zen raised shares of Hewlett Packard Enterprise from a “hold” rating to a “buy” rating in a research note on Saturday, March 14th. Bank of America raised their price objective on shares of Hewlett Packard Enterprise from $29.00 to $32.00 and gave the stock a “buy” rating in a report on Tuesday, March 10th. Finally, Citigroup upped their target price on Hewlett Packard Enterprise from $26.00 to $27.00 and gave the stock a “buy” rating in a report on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $26.50.

Hewlett Packard Enterprise Trading Down 0.7%

Shares of NYSE HPE opened at $21.52 on Thursday. The firm’s 50 day moving average price is $21.80 and its 200-day moving average price is $23.03. Hewlett Packard Enterprise Company has a 52-week low of $11.97 and a 52-week high of $26.44. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.75 and a current ratio of 1.03. The company has a market cap of $28.55 billion, a PE ratio of -113.24, a P/E/G ratio of 0.55 and a beta of 1.31.

Hewlett Packard Enterprise (NYSE:HPE) last announced its quarterly earnings data on Monday, March 9th. The technology company reported $0.65 earnings per share for the quarter, topping analysts’ consensus estimates of $0.59 by $0.06. Hewlett Packard Enterprise had a negative net margin of 0.41% and a positive return on equity of 9.93%. The company had revenue of $9.30 billion during the quarter, compared to analyst estimates of $9.31 billion. During the same period in the previous year, the business earned $0.49 EPS. The firm’s revenue for the quarter was up 18.4% on a year-over-year basis. Hewlett Packard Enterprise has set its FY 2026 guidance at 2.300-2.500 EPS and its Q2 2026 guidance at 0.510-0.550 EPS. On average, equities research analysts expect that Hewlett Packard Enterprise Company will post 1.85 EPS for the current fiscal year.

Hewlett Packard Enterprise Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Tuesday, March 24th will be issued a $0.1425 dividend. This represents a $0.57 annualized dividend and a yield of 2.6%. The ex-dividend date is Tuesday, March 24th. Hewlett Packard Enterprise’s dividend payout ratio (DPR) is presently -300.00%.

Insider Activity

In other news, SVP Kirt P. Karros sold 36,460 shares of the business’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $24.61, for a total transaction of $897,280.60. Following the completion of the transaction, the senior vice president directly owned 18,785 shares of the company’s stock, valued at $462,298.85. The trade was a 66.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Antonio F. Neri sold 26,457 shares of the stock in a transaction that occurred on Monday, December 29th. The shares were sold at an average price of $24.49, for a total transaction of $647,931.93. Following the transaction, the chief executive officer owned 2,101,761 shares in the company, valued at approximately $51,472,126.89. This trade represents a 1.24% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.44% of the stock is currently owned by company insiders.

Hewlett Packard Enterprise Profile

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.