Key Points
- EVP Neil Macdonald sold 24,251 shares at an average price of $27.01 for a total of $655,019.51 under a pre‑arranged Rule 10b5‑1 trading plan, reducing his holdings by about 42.9% (SEC filing available).
- HPE stock rose roughly 3.5% as investors pushed the price toward the 52‑week high amid an AI‑infrastructure narrative; the company also reported an EPS beat ($0.65 vs. $0.59), 18.4% revenue growth y/y, FY2026 EPS guidance of 2.30–2.50, and announced a quarterly dividend of $0.1425 (≈2.0% yield).
Hewlett Packard Enterprise Company (NYSE:HPE - Get Free Report) EVP Neil Macdonald sold 24,251 shares of the stock in a transaction that occurred on Monday, April 20th. The stock was sold at an average price of $27.01, for a total value of $655,019.51. Following the completion of the transaction, the executive vice president directly owned 32,243 shares in the company, valued at approximately $870,883.43. This trade represents a 42.93% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Hewlett Packard Enterprise Stock Up 3.5%
Shares of NYSE:HPE opened at $28.78 on Wednesday. Hewlett Packard Enterprise Company has a 52-week low of $14.91 and a 52-week high of $29.63. The stock has a market cap of $38.18 billion, a P/E ratio of -151.45, a price-to-earnings-growth ratio of 0.72 and a beta of 1.20. The business's 50 day moving average is $23.04 and its 200 day moving average is $23.09. The company has a quick ratio of 0.75, a current ratio of 1.03 and a debt-to-equity ratio of 0.71.
Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) last announced its quarterly earnings data on Monday, March 9th. The technology company reported $0.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.59 by $0.06. Hewlett Packard Enterprise had a positive return on equity of 9.93% and a negative net margin of 0.41%.The company had revenue of $9.30 billion for the quarter, compared to analysts' expectations of $9.31 billion. During the same quarter in the prior year, the firm earned $0.49 earnings per share. Hewlett Packard Enterprise's revenue 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. Sell-side analysts predict that Hewlett Packard Enterprise Company will post 1.96 EPS for the current year.
Hewlett Packard Enterprise Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Tuesday, March 24th will be given a dividend of $0.1425 per share. This represents a $0.57 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, March 24th. Hewlett Packard Enterprise's dividend payout ratio (DPR) is -300.00%.
Institutional Trading of Hewlett Packard Enterprise
Several hedge funds and other institutional investors have recently made changes to their positions in HPE. TFC Financial Management Inc. lifted its holdings in shares of Hewlett Packard Enterprise by 2,694.4% during the 3rd quarter. TFC Financial Management Inc. now owns 1,006 shares of the technology company's stock valued at $25,000 after purchasing an additional 970 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its holdings in shares of Hewlett Packard Enterprise by 176.7% during the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,043 shares of the technology company's stock valued at $26,000 after purchasing an additional 666 shares during the last quarter. Headlands Technologies LLC purchased a new stake in shares of Hewlett Packard Enterprise during the 2nd quarter valued at $26,000. Chilton Capital Management LLC purchased a new stake in shares of Hewlett Packard Enterprise during the 3rd quarter valued at $30,000. Finally, Union Savings Bank purchased a new stake in shares of Hewlett Packard Enterprise during the 4th quarter valued at $30,000. Hedge funds and other institutional investors own 80.78% of the company's stock.
Key Hewlett Packard Enterprise News
Here are the key news stories impacting Hewlett Packard Enterprise this week:
- Positive Sentiment: Analyst/feature pieces are promoting HPE as an AI‑infrastructure play, highlighting HPE’s positioning outside the chip layer (systems, networking, services) and arguing it could be an overlooked beneficiary of AI spending. This helps investor sentiment on HPE’s growth story. Forget Nvidia: Why HPE Could Be the Overlooked AI Infrastructure Play of 2026
- Positive Sentiment: Technical commentary suggests HPE may have “broken out” from a prior uptrend, a signal that can attract momentum and retail traders looking to pile into names with fresh upside. Stock Of The Day: Did Hewlett Packard Finally Break Out?
- Positive Sentiment: HPE announced an IT infrastructure partnership in Thailand, signaling ongoing regional deal flow and services/architecture traction outside core markets — a modest revenue/visibility positive for enterprise services. HPE unveils Thai IT infrastructure tie‑up
- Neutral Sentiment: The stock’s intraday rise was linked in coverage to recent insider sales, but filings show those trades were executed under pre‑arranged Rule 10b5‑1 plans; that reduces immediate corporate‑governance alarm even though headlines focus on the sales. Hewlett Packard Enterprise (NYSE:HPE) Rises After Exec Sale NYSE Comp
- Neutral Sentiment: CEO Antonio Neri sold 150,000 shares (~$3.98M) on April 17 under a 10b5‑1 plan; such planned sales lower insider‑sale signaling risk but reduce governance concern. SEC filing: Antonio Neri Form 4 (SEC)
- Neutral Sentiment: EVP Neil B. Macdonald sold ~24,251 shares (~$655k) April 20 under a 10b5‑1 plan; the filing shows a sizable percentage reduction in his holdings but the prearranged plan again mutes immediate concern. SEC filing: Neil B. Macdonald Form 4 (SEC)
- Neutral Sentiment: EVP Fidelma Russo sold ~17,001 shares (~$476k) on April 21 via a 10b5‑1 plan; similar to other filings, this appears planned rather than opportunistic. SEC filing: Fidelma Russo Form 4 (SEC)
- Negative Sentiment: HPE has sought bankruptcy administration for Mike Lynch’s estate in connection with the long‑running Autonomy litigation/collections — this legal development revives uncertainty around recovery outcomes and potential lingering liabilities/expenses. HPE seeks bankruptcy administration for Mike Lynch's ‘insolvent' estate
Analysts Set New Price Targets
HPE has been the topic of several recent research reports. Bank of America increased their target price on Hewlett Packard Enterprise from $29.00 to $32.00 and gave the company a "buy" rating in a research report on Tuesday, March 10th. Truist Financial initiated coverage on Hewlett Packard Enterprise in a research report on Tuesday, March 31st. They set a "buy" rating and a $31.00 target price on the stock. The Goldman Sachs Group initiated coverage on Hewlett Packard Enterprise in a research report on Tuesday, January 13th. They set a "buy" rating and a $31.00 target price on the stock. Raymond James Financial reaffirmed an "outperform" rating and set a $29.00 target price (down from $30.00) on shares of Hewlett Packard Enterprise in a research report on Monday, April 13th. Finally, Wall Street Zen raised Hewlett Packard Enterprise from a "hold" rating to a "buy" rating in a research report on Saturday, March 14th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $26.71.
Read Our Latest Research Report on HPE
Hewlett Packard Enterprise Company Profile
(
Get Free Report)
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.
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