Banque Cantonale Vaudoise Sells 33,840 Shares of Hewlett Packard Enterprise Company $HPE

Banque Cantonale Vaudoise lowered its holdings in Hewlett Packard Enterprise Company (NYSE:HPE) by 20.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 135,044 shares of the technology company’s stock after selling 33,840 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Hewlett Packard Enterprise were worth $3,317,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of HPE. TFC Financial Management Inc. boosted its position in shares of Hewlett Packard Enterprise by 2,694.4% in the third quarter. TFC Financial Management Inc. now owns 1,006 shares of the technology company’s stock valued at $25,000 after acquiring an additional 970 shares during the period. Annis Gardner Whiting Capital Advisors LLC grew its stake in shares of Hewlett Packard Enterprise by 176.7% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,043 shares of the technology company’s stock worth $26,000 after acquiring an additional 666 shares during the last quarter. Chilton Capital Management LLC bought a new position in Hewlett Packard Enterprise during the third quarter worth $30,000. Headlands Technologies LLC acquired a new position in Hewlett Packard Enterprise during the 2nd quarter valued at $26,000. Finally, Clearstead Trust LLC raised its stake in Hewlett Packard Enterprise by 93.8% during the 3rd quarter. Clearstead Trust LLC now owns 1,291 shares of the technology company’s stock valued at $32,000 after purchasing an additional 625 shares during the last quarter. 80.78% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Hewlett Packard Enterprise news, SVP Jeremy Cox sold 13,463 shares of the business’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $24.68, for a total value of $332,266.84. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, SVP Kirt P. Karros sold 36,460 shares of the stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $24.61, for a total value of $897,280.60. Following the sale, the senior vice president owned 18,785 shares in the company, valued at $462,298.85. The trade was a 66.00% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 238,850 shares of company stock valued at $5,877,664. Corporate insiders own 0.44% of the company’s stock.

Key Headlines Impacting Hewlett Packard Enterprise

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

• Positive Sentiment: Q1 beat and upgraded guidance — HPE topped non‑GAAP EPS estimates and raised FY‑2026 and Q2 guidance, citing strong networking demand and record profitability for the quarter. HPE Reports Fiscal 2026 First Quarter Results
• Positive Sentiment: AI/server and networking momentum — Management flagged sizable orders for AI‑optimized servers (NVIDIA‑based) and continued Juniper integration that is driving networking revenue and higher‑margin sales. This underpins the company’s above‑consensus Q2 revenue outlook. Hewlett Packard Enterprise forecasts revenue will surpass estimates
• Positive Sentiment: Short interest fell materially in February — Short interest declined about 12%, lowering potential downside pressure from short sellers and reducing a near‑term days‑to‑cover metric to ~5 days.
• Positive Sentiment: Analyst price‑target moves — Banks raised price targets (Bank of America to $32 and Morgan Stanley raised its target to $25), reflecting growing conviction in HPE’s AI/networking opportunity and providing upside case support. Tickerreport.com
• Neutral Sentiment: Dividend declared — HPE set a quarterly dividend (record date March 24), which supports income investors but is unlikely to change near‑term growth expectations.
• Neutral Sentiment: Mixed underlying performance — While networking surged, Cloud & AI revenue showed softness and GAAP results differ from non‑GAAP figures, prompting some caution about sustainability of margin gains. HPE reports mixed first quarter results, raises 2026 profit outlook
• Neutral Sentiment: Memory shortages and price actions — Management warns memory tightness will persist; HPE is passing on price increases to customers, which may protect revenue but complicate margin and demand visibility. HPE Stays Ahead of Memory Shortage With Price Hikes — Market Talk
• Negative Sentiment: Security vulnerability disclosed — A critical AOS‑CX flaw that can allow admin password resets was reported; remediation and customer impact will be monitored and could create short‑term reputational or support costs. HPE warns of critical AOS-CX flaw allowing admin password resets

Hewlett Packard Enterprise Stock Performance

Hewlett Packard Enterprise stock opened at $21.09 on Wednesday. The firm has a market capitalization of $28.03 billion, a P/E ratio of -111.01, a P/E/G ratio of 0.60 and a beta of 1.31. The stock has a fifty day moving average price of $22.05 and a two-hundred day moving average price of $23.08. 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 0.72, a current ratio of 1.01 and a quick ratio of 0.76.

Hewlett Packard Enterprise (NYSE:HPE) last issued its earnings results on Monday, March 9th. The technology company reported $0.65 EPS for the quarter, beating the consensus estimate of $0.59 by $0.06. Hewlett Packard Enterprise had a negative net margin of 0.41% and a positive return on equity of 9.97%. The company had revenue of $9.30 billion for the quarter, compared to the consensus estimate of $9.31 billion. During the same quarter in the previous year, the company earned $0.49 EPS. The firm’s revenue for the quarter was up 18.4% compared to the same quarter last year. 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. As a group, analysts anticipate that Hewlett Packard Enterprise Company will post 1.85 EPS for the current fiscal year.

Hewlett Packard Enterprise Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Tuesday, March 24th will be given a $0.1425 dividend. The ex-dividend date is Tuesday, March 24th. This represents a $0.57 dividend on an annualized basis and a yield of 2.7%. Hewlett Packard Enterprise’s payout ratio is -950.00%.

Analyst Ratings Changes

Several research firms have issued reports on HPE. Bank of America raised their price target on shares of Hewlett Packard Enterprise from $29.00 to $32.00 and gave the stock a “buy” rating in a research report on Tuesday. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Hewlett Packard Enterprise in a research report on Friday, December 26th. Citigroup reduced their target price on shares of Hewlett Packard Enterprise from $28.00 to $26.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. Argus lifted their target price on Hewlett Packard Enterprise from $25.00 to $30.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Finally, The Goldman Sachs Group initiated coverage on Hewlett Packard Enterprise in a research note on Tuesday, January 13th. They set a “buy” rating and a $31.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $25.82.

Hewlett Packard Enterprise Company 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.