Hennion & Walsh Asset Management Inc. Boosts Stake in Hewlett Packard Enterprise Company $HPE

Hennion & Walsh Asset Management Inc. lifted its holdings in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 21.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 118,485 shares of the technology company’s stock after purchasing an additional 21,211 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Hewlett Packard Enterprise were worth $2,846,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. TFC Financial Management Inc. raised its holdings in Hewlett Packard Enterprise by 2,694.4% in the 3rd quarter. TFC Financial Management Inc. now owns 1,006 shares of the technology company’s stock valued at $25,000 after buying an additional 970 shares during the period. Annis Gardner Whiting Capital Advisors LLC boosted its stake in Hewlett Packard Enterprise by 176.7% during the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,043 shares of the technology company’s stock worth $26,000 after buying an additional 666 shares during the period. Headlands Technologies LLC acquired a new stake in shares of Hewlett Packard Enterprise during the second quarter valued at about $26,000. Chilton Capital Management LLC purchased a new stake in shares of Hewlett Packard Enterprise in the 3rd quarter valued at approximately $30,000. Finally, Clearstead Trust LLC raised its stake in shares of Hewlett Packard Enterprise by 93.8% in the 3rd quarter. Clearstead Trust LLC now owns 1,291 shares of the technology company’s stock valued at $32,000 after acquiring an additional 625 shares during the period. 80.78% of the stock is owned by institutional investors and hedge funds.

Hewlett Packard Enterprise Trading Up 5.2%

Shares of HPE stock opened at $23.79 on Wednesday. Hewlett Packard Enterprise Company has a fifty-two week low of $11.97 and a fifty-two week high of $26.44. The company has a 50 day moving average price of $22.10 and a 200 day moving average price of $23.01. The stock has a market capitalization of $31.57 billion, a P/E ratio of -125.21, a price-to-earnings-growth ratio of 0.58 and a beta of 1.31. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.75 and a current ratio of 1.03.

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

Hewlett Packard Enterprise Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Tuesday, March 24th will be paid a $0.1425 dividend. This represents a $0.57 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, March 24th. Hewlett Packard Enterprise’s dividend payout ratio (DPR) is presently -300.00%.

Insider Activity at Hewlett Packard Enterprise

In other news, CEO Antonio F. Neri sold 264,432 shares of the business’s stock in a transaction dated Wednesday, March 25th. The stock was sold at an average price of $25.18, for a total transaction of $6,658,397.76. Following the completion of the transaction, the chief executive officer directly owned 1,837,329 shares of the company’s stock, valued at approximately $46,263,944.22. The trade was a 12.58% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Fidelma Russo sold 34,001 shares of the company’s stock in a transaction that occurred on Wednesday, March 25th. The stock was sold at an average price of $25.08, for a total transaction of $852,745.08. Following the sale, the executive vice president owned 17,001 shares in the company, valued at $426,385.08. The trade was a 66.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 411,085 shares of company stock worth $10,337,582. Company insiders own 0.44% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on HPE shares. Bank of America increased their price objective on shares of Hewlett Packard Enterprise from $29.00 to $32.00 and gave the stock a “buy” rating in a research report on Tuesday, March 10th. Citigroup upped their price target on Hewlett Packard Enterprise from $26.00 to $27.00 and gave the stock a “buy” rating in a research note on Wednesday, March 11th. Argus raised their price target on Hewlett Packard Enterprise from $25.00 to $30.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. The Goldman Sachs Group initiated coverage on Hewlett Packard Enterprise in a research note on Tuesday, January 13th. They issued a “buy” rating and a $31.00 price objective for the company. Finally, Wall Street Zen upgraded Hewlett Packard Enterprise from a “hold” rating to a “buy” rating in a report on Saturday, March 14th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $26.76.

More Hewlett Packard Enterprise News

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

• Positive Sentiment: HPE launched a batch of security and AI-infrastructure offerings (AI governance tools, confidential computing, post‑quantum features and edge carrier-grade security) aimed at accelerating enterprise AI adoption — a clear product-led growth catalyst if customers scale deployments. HPE Announces Significant Security Updates
• Positive Sentiment: HPE’s broader security/AI push and new Juniper SRX400 firewall integrations reinforce cross-sell into existing data-center and networking customers, supporting revenue mix improvement and margin leverage over time. HPE Security And AI Push Raises Questions On Value And Growth Potential
• Positive Sentiment: Truist initiated coverage with a Buy and $31 price target — an analyst signal that can attract momentum buyers and supports upside expectations. Truist Initiates Coverage (Benzinga)
• Positive Sentiment: Institutional buying: Ariel Global Fund (Ariel Investments) disclosed a new position in HPE in Q4, indicating fresh institutional interest. Institutional demand can underpin share-price strength if it continues. Ariel Global Fund Initiates Position in HPE
• Neutral Sentiment: Consensus and broker coverage remain constructive but mixed — HPE carries an average “Moderate Buy” from brokerages, which supports the stock but signals varied conviction across sell‑side analysts. Brokerages Rate HPE Moderate Buy
• Neutral Sentiment: Sector dynamics: investor flight from Super Micro (SMCI) after regulatory/indictment headlines is reshuffling AI-infrastructure flows — HPE could benefit indirectly as funds rotate into more stable data-center names, but the impact is partial and not guaranteed. ‘Uninvestable’ Super Micro Sends Investors Racing to the Exits
• Negative Sentiment: Some coverage flags that HPE’s new security/AI offerings raise questions about near‑term value capture and growth sustainability — execution, customer uptake and measurable revenue/EBITDA impact will be watched closely; any disappointment could weigh on the stock. Questions on HPE’s Value and Growth Potential

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.