other material
confidence high
sentiment positive
materiality 0.80
HPE raises dividend 10%, adds $3B buyback; guides FY26 non-GAAP EPS $2.20-$2.40
Hewlett Packard Enterprise Co
- Annual dividend for FY26 increased 10%; Board authorized additional $3B in share repurchases, total ~$3.7B.
- FY26 non-GAAP diluted EPS outlook $2.20-$2.40; GAAP $0.57-$0.77; revenue growth 5-10% (pro forma including 8 months Juniper).
- By FY2028: free cash flow >$3.5B, non-GAAP EPS at least $3.00, GAAP EPS ~$1.93; long-term revenue CAGR 5-7%.
- Catalyst cost-savings program to deliver at least $350M gross savings by FY28; Juniper synergies at least $600M.
- Corrected footnote: reported revenue growth outlook without Juniper normalization is 17-22% for FY26, 8-11% long-term.