Hewlett Packard Enterprise Company $HPE Stock Position Lowered by Gotham Asset Management LLC

Gotham Asset Management LLC lowered its position in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 12.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,141,747 shares of the technology company’s stock after selling 158,047 shares during the quarter. Gotham Asset Management LLC’s holdings in Hewlett Packard Enterprise were worth $28,041,000 at the end of the most recent quarter.

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

Key Hewlett Packard Enterprise News

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

• Positive Sentiment: Morgan Stanley raised its price target on HPE to $25, signaling analyst conviction that HPE’s outlook and AI exposure justify higher valuation. Morgan Stanley bullish on Hewlett Packard Enterprise Company (HPE) with increased price target of $25
• Positive Sentiment: HPE expanded its NVIDIA AI Computing by HPE portfolio — delivering integrated, validated systems aimed at speeding AI time-to-value while addressing scale, security and governance (a direct revenue play into AI infrastructure demand). HPE Accelerates Secure, Scalable Production-ready AI Through New Innovations With NVIDIA
• Positive Sentiment: HPE won/announced sovereign AI systems deals and will supply liquid-cooled AI infrastructure for national research centers (Argonne, HLRS), strengthening longer-term, high-value public-sector and research bookings. HPE Drives Sovereign AI Leadership With Advanced Systems at National Research Centers: HLRS and Argonne National Laboratory
• Positive Sentiment: HPE unveiled next‑generation AI factory and supercomputing solutions with NVIDIA (full-stack compute, GPUs, networking, cooling, software, services), reinforcing its addressable market in at‑scale AI deployments. HPE Unveils Next-Generation-AI-Factory-and-Supercomputing-Advancements-with-NVIDIA
• Positive Sentiment: Q1 FY2026 results beat on EPS, delivered high‑end revenue growth (+18% YoY) and management raised full‑year guidance — concrete fundamentals that underpin the bullish trading. HPE (HPE) Q1 2026 Earnings Call Transcript
• Positive Sentiment: Retail/idea coverage highlights HPE as an inexpensive name favored by some money managers/billionaire-watch lists, which can attract bargain-hunting flows. 5 Best Very Cheap Stocks to Buy According to Billionaires
• Neutral Sentiment: Analyst pieces and comparisons (e.g., versus other enterprise storage and hybrid-cloud peers) outline competitive dynamics — useful context but not immediate stock-moving news. Everpure vs. HPE: Which Enterprise Storage Stock is the Better Buy?
• Neutral Sentiment: Deep-dive pieces on international revenue trends and market exposures provide analyst-level nuance on where HPE might accelerate or lag globally — watch for region-specific booking trends. Deciphering Hewlett Packard Enterprise (HPE) International Revenue Trends
• Neutral Sentiment: Coverage noting HPE’s improved earnings story also flags memory supply constraints that could cap server growth — a risk to monitor but currently outweighed by AI demand and guidance. How HPE’s Earnings Hike Amid AI Demand And Supply Constraints Has Changed Its Investment Story (HPE)

Hewlett Packard Enterprise Trading Up 1.3%

Hewlett Packard Enterprise stock opened at $21.86 on Tuesday. 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 0.71, a quick ratio of 0.75 and a current ratio of 1.03. The firm has a market capitalization of $29.00 billion, a price-to-earnings ratio of -115.04, a P/E/G ratio of 0.56 and a beta of 1.31. The company has a 50 day moving average price of $21.86 and a 200 day moving average price of $23.05.

Hewlett Packard Enterprise (NYSE:HPE) last announced its earnings results on Monday, March 9th. The technology company reported $0.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.59 by $0.06. The company had revenue of $9.30 billion for the quarter, compared to the consensus estimate of $9.31 billion. Hewlett Packard Enterprise had a negative net margin of 0.41% and a positive return on equity of 9.93%. The company’s revenue was up 18.4% on a year-over-year basis. During the same period in the previous year, the business earned $0.49 EPS. 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. Research analysts forecast that Hewlett Packard Enterprise Company will post 1.85 EPS for the current year.

Hewlett Packard Enterprise Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Tuesday, March 24th will be paid a $0.1425 dividend. This represents a $0.57 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, March 24th. Hewlett Packard Enterprise’s dividend payout ratio is currently -300.00%.

Insider Transactions at Hewlett Packard Enterprise

In other Hewlett Packard Enterprise news, CEO Antonio F. Neri sold 26,457 shares of the firm’s stock in a transaction dated Monday, December 29th. The stock was sold at an average price of $24.49, for a total transaction of $647,931.93. Following the completion of the sale, the chief executive officer directly owned 2,101,761 shares in the company, valued at approximately $51,472,126.89. This trade represents a 1.24% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Kirt P. Karros sold 36,460 shares of the company’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $24.61, for a total value of $897,280.60. Following the completion of the transaction, the senior vice president owned 18,785 shares in the company, valued at $462,298.85. This represents a 66.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.44% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have issued reports on HPE shares. Argus lifted their price target on shares of Hewlett Packard Enterprise from $25.00 to $30.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Citigroup increased their price objective on Hewlett Packard Enterprise from $26.00 to $27.00 and gave the company a “buy” rating in a research report on Wednesday, March 11th. Zacks Research raised Hewlett Packard Enterprise from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. The Goldman Sachs Group started 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. Finally, Morgan Stanley upped their target price on Hewlett Packard Enterprise from $23.00 to $25.00 and gave the company an “equal weight” rating in a report on Tuesday, March 10th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $26.50.

Hewlett Packard Enterprise 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.