American Century Companies Inc. Grows Stock Position in HP Inc. $HPQ

American Century Companies Inc. grew its position in shares of HP Inc. (NYSE:HPQ) by 3.7% during the third quarter, Holdings Channel reports. The institutional investor owned 5,057,324 shares of the computer maker’s stock after purchasing an additional 181,176 shares during the quarter. American Century Companies Inc.’s holdings in HP were worth $137,711,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in HP in the second quarter valued at approximately $91,698,000. Vanguard Group Inc. increased its holdings in shares of HP by 2.5% in the 3rd quarter. Vanguard Group Inc. now owns 129,658,754 shares of the computer maker’s stock worth $3,530,608,000 after buying an additional 3,122,436 shares during the last quarter. Qube Research & Technologies Ltd purchased a new stake in shares of HP during the 2nd quarter valued at $74,385,000. First Trust Advisors LP lifted its holdings in shares of HP by 93.9% during the 2nd quarter. First Trust Advisors LP now owns 4,874,334 shares of the computer maker’s stock worth $119,226,000 after acquiring an additional 2,360,678 shares during the last quarter. Finally, Schroder Investment Management Group grew its position in HP by 76.2% in the second quarter. Schroder Investment Management Group now owns 4,662,544 shares of the computer maker’s stock worth $114,046,000 after acquiring an additional 2,016,756 shares in the last quarter. Hedge funds and other institutional investors own 77.53% of the company’s stock.

Insider Transactions at HP

In related news, CEO Enrique Lores sold 41,922 shares of the firm’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $26.00, for a total value of $1,089,972.00. Following the completion of the sale, the chief executive officer owned 141,456 shares of the company’s stock, valued at $3,677,856. This trade represents a 22.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Ketan M. Patel sold 33,321 shares of HP stock in a transaction on Friday, December 26th. The shares were sold at an average price of $23.19, for a total transaction of $772,713.99. Following the completion of the sale, the insider owned 34,572 shares in the company, valued at approximately $801,724.68. This trade represents a 49.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 91,969 shares of company stock worth $2,277,993. 0.18% of the stock is currently owned by insiders.

HP Stock Up 0.8%

Shares of HPQ opened at $18.96 on Monday. The stock has a market capitalization of $17.34 billion, a P/E ratio of 7.18, a PEG ratio of 5.27 and a beta of 1.18. HP Inc. has a twelve month low of $17.56 and a twelve month high of $31.43. The firm has a fifty day simple moving average of $20.31 and a two-hundred day simple moving average of $24.34.

HP (NYSE:HPQ) last released its quarterly earnings data on Tuesday, February 24th. The computer maker reported $0.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.77 by $0.04. The firm had revenue of $14.44 billion for the quarter, compared to analysts’ expectations of $13.87 billion. HP had a net margin of 4.46% and a negative return on equity of 367.41%. The company’s revenue for the quarter was up 6.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.74 earnings per share. HP has set its Q2 2026 guidance at 0.700-0.760 EPS. Sell-side analysts expect that HP Inc. will post 3.56 EPS for the current fiscal year.

HP Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be issued a $0.30 dividend. The ex-dividend date is Wednesday, March 11th. This represents a $1.20 annualized dividend and a yield of 6.3%. HP’s dividend payout ratio (DPR) is 45.45%.

HP News Roundup

Here are the key news stories impacting HP this week:

• Positive Sentiment: Q1 beat — HP reported roughly 7% YoY revenue growth to about $14.4B, with Personal Systems and AI‑enabled PC shipments the main drivers; the quarter topped consensus on revenue and EPS, supporting near‑term upside. HP Inc. (HPQ): Strong Q1 2026 Revenue Growth Driven by Personal Systems and AI PC Adoption
• Positive Sentiment: Options activity shows bullish positioning: traders bought a large volume of HP call options, signaling speculative interest or hedged bullish bets that can amplify upside moves. Stock Traders Buy Large Volume of HP Call Options (NYSE:HPQ)
• Neutral Sentiment: Management flagged margin pressure from rising DRAM/NAND costs and outlined responses — long‑term supply deals, product/pricing moves and a $1B cost‑savings plan through FY2028; these are constructive long‑term but add near‑term uncertainty. HP Beats Expectations As AI PCs Grow And Cost Pressures Mount
• Negative Sentiment: Analysts are trimming targets and recommendations — the brokerage consensus has moved toward “Reduce” and several firms cut price targets, reflecting concerns about margin pressure and weaker near‑term outlook. HP Inc. (NYSE:HPQ) Given Average Recommendation of “Reduce” by Brokerages
• Negative Sentiment: CFO warning and memory‑chip crunch commentary sparked downside — press coverage noted HP hit a 52‑week low after management cautioned the memory cost squeeze may persist and could depress PC sales. HP Hits 52-Week Low After CFO’s Warning Wipes Out Earnings Win
• Negative Sentiment: Fund commentary suggests HP may be lagging AI tailwinds — some investor letters and notes say AI demand hasn’t fully translated into durable upside, highlighting execution and cost risks. HP (HPQ) Lags as AI Tailwinds Bypass Growth Amid Rising Costs and Weak 2026 Outlook

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the company. JPMorgan Chase & Co. lowered their price target on HP from $30.00 to $25.00 and set a “neutral” rating on the stock in a research report on Wednesday, November 26th. Wells Fargo & Company decreased their price objective on HP from $25.00 to $18.00 and set an “underweight” rating on the stock in a report on Wednesday, February 25th. The Goldman Sachs Group cut their target price on HP from $21.00 to $16.00 and set a “sell” rating for the company in a research note on Wednesday, February 25th. Argus upgraded shares of HP to a “strong-buy” rating in a research report on Tuesday, December 2nd. Finally, Barclays lowered their price objective on shares of HP from $18.00 to $16.00 and set an “underweight” rating for the company in a report on Wednesday, February 25th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Hold rating and six have issued a Sell rating to the stock. Based on data from MarketBeat.com, HP presently has a consensus rating of “Reduce” and an average price target of $22.23.

HP Company Profile

HP Inc is an American multinational information technology company that designs, manufactures and sells personal computing devices, printers and related supplies and services. Its product portfolio spans consumer and commercial notebooks and desktops, workstations, displays and accessories, as well as an extensive line of printing hardware that includes home, office and production printers. HP also provides consumables such as ink and toner, managed print services, device deployment and lifecycle support, and software for device and print management.

Founded from the original Hewlett‑Packard Company, HP Inc became a separately traded public company in 2015 following a corporate split that created Hewlett Packard Enterprise to focus on enterprise hardware and services.