Hewlett Packard Enterprise Company ($HPE) reported strong third-quarter 2026 results, with revenue rising $12.2 billion, up 33.68% year over year and ahead of estimates. Profitability improved sharply as gross profit climbed to $4.9 billion, operating profit reached $1.4 billion, and net income attributable to common shareholders increased to $1.5 billion.
On a per-share basis, diluted earnings came in at $1.06, well above the $0.94 estimate. Cash from operating activities also increased to $1.6 billion, while cash and cash equivalents rose to $6.2 billion, giving the company a stronger liquidity position heading into the next quarter.
Costs rose as the business expanded, with cost of sales reaching $7.3 billion, and total liabilities stood at $57.0 billion. Capital spending remained significant, including $745 million in property, plant and equipment purchases. Despite the upbeat earnings report, the stock moved lower after the close, falling 7.82%.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Hewlett Packard Enterprise Company Insider Trading Activity
Hewlett Packard Enterprise Company insiders have traded $HPE stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $HPE stock by insiders over the last 6 months:
- ANTONIO F NERI (President and CEO) has made 0 purchases and 3 sales selling 414,432 shares for an estimated $10,633,104.
- NEIL B MACDONALD (EVP, GM, Server) has made 0 purchases and 3 sales selling 136,903 shares for an estimated $3,481,580.
- MARIE MYERS (EVP & CFO) sold 93,583 shares for an estimated $2,808,135
- KIRT P KARROS (SVP, Treasurer, Corp Dev) has made 0 purchases and 2 sales selling 42,460 shares for an estimated $2,024,271.
- FIDELMA RUSSO (EVP, GM, Hybrid Cloud & CTO) has made 0 purchases and 3 sales selling 51,002 shares for an estimated $1,328,263.
- GARY M REINER sold 20,000 shares for an estimated $1,095,384
- BETHANY MAYER sold 6,482 shares for an estimated $188,626
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Hewlett Packard Enterprise Company Hedge Fund Activity
We have seen 841 institutional investors add shares of Hewlett Packard Enterprise Company stock to their portfolio, and 565 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 40,050,764 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,806,689,964
- BANK OF AMERICA CORP /DE/ removed 34,600,654 shares (-46.7%) from their portfolio in Q2 2026, for an estimated $1,560,835,501
- SLATE PATH CAPITAL LP removed 15,473,200 shares (-66.5%) from their portfolio in Q2 2026, for an estimated $697,996,052
- D. E. SHAW & CO., INC. removed 10,642,673 shares (-78.2%) from their portfolio in Q2 2026, for an estimated $480,090,979
- CITADEL ADVISORS LLC removed 10,490,825 shares (-72.6%) from their portfolio in Q1 2026, for an estimated $249,786,543
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 10,262,842 shares (+inf%) to their portfolio in Q2 2026, for an estimated $462,956,802
- QUBE RESEARCH & TECHNOLOGIES LTD added 9,986,573 shares (+inf%) to their portfolio in Q2 2026, for an estimated $450,494,308
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Hewlett Packard Enterprise Company Government Contracts
We have seen $8,630,544 of award payments to $HPE over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- BASE SUPERCOMPUTER SYSTEM FOR THE NAVY DOD SUPERCOMPUTING RESOURCE CENTER: $1,588,800
- BASE SYSTEM: $1,528,800
- TI 22 ARL: $1,411,214
- TI-23 (ORDER26) SYSTEM 1 SYSTEM 2 AND TEST AND DEVELOPMENT SYSTEM: $990,249
- TI-24 SYSTEM ADMINISTRATION FOR TI-24 BASE SYSTEM AND TEST AND DEVLOPMENT SYSTEM.: $879,341
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Hewlett Packard Enterprise Company Congressional Stock Trading
Members of Congress have traded $HPE stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $HPE stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Hewlett Packard Enterprise Company Price Targets
Multiple analysts have issued price targets for $HPE recently. We have seen 16 analysts offer price targets for $HPE in the last 6 months, with a median target of $69.5.
Here are some recent targets:
- Jim Kelleher from Argus Research set a target price of $70.0 on 06/03/2026
- Michael Ng from Goldman Sachs set a target price of $79.0 on 06/03/2026
- Meta Marshall from Morgan Stanley set a target price of $71.0 on 06/02/2026
- Matthew Niknam from Truist Securities set a target price of $69.0 on 06/02/2026
- James Fish from Piper Sandler set a target price of $63.0 on 06/02/2026
- Amit Daryanani from Evercore ISI Group set a target price of $70.0 on 06/02/2026
- Mehdi Hosseini from Susquehanna set a target price of $65.0 on 06/02/2026
