Bogart Wealth LLC Has $8.74 Million Stock Position in Hewlett Packard Enterprise Company $HPE

Key Points

• Bogart Wealth LLC massively increased its position in Hewlett Packard Enterprise, buying 363,517 shares in Q4 to hold 364,010 shares valued at $8.744 million (a 73,735.7% increase).
• Insiders sold large amounts of HPE stock last quarter — 602,337 shares worth about $15.44 million, including sizable sales by EVP Neil B. Macdonald and CEO Antonio F. Neri, reducing their ownership stakes.
• HPE beat Q1 EPS estimates ($0.65 vs. $0.59) with revenue up 18.4% YoY, issued FY2026 guidance of $2.30–$2.50 EPS, has a market cap near $37.1B, and carries a ~2.0% dividend yield amid a consensus "Moderate Buy" analyst rating.

Bogart Wealth LLC raised its stake in Hewlett Packard Enterprise Company (NYSE:HPE - Free Report) by 73,735.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 364,010 shares of the technology company's stock after buying an additional 363,517 shares during the period. Bogart Wealth LLC's holdings in Hewlett Packard Enterprise were worth $8,744,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. TFC Financial Management Inc. lifted its holdings in shares of Hewlett Packard Enterprise by 2,694.4% during the third quarter. TFC Financial Management Inc. now owns 1,006 shares of the technology company's stock worth $25,000 after purchasing an additional 970 shares during the period. Annis Gardner Whiting Capital Advisors LLC lifted its holdings in shares of 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 purchasing an additional 666 shares during the period. Headlands Technologies LLC acquired a new position in shares of Hewlett Packard Enterprise during the second quarter worth $26,000. Chilton Capital Management LLC acquired a new position in shares of Hewlett Packard Enterprise during the third quarter worth $30,000. Finally, Clearstead Trust LLC lifted its holdings in shares of Hewlett Packard Enterprise by 93.8% during the third quarter. Clearstead Trust LLC now owns 1,291 shares of the technology company's stock worth $32,000 after purchasing an additional 625 shares during the period. Institutional investors and hedge funds own 80.78% of the company's stock.

Insider Activity at Hewlett Packard Enterprise

In related news, EVP Neil B. Macdonald sold 112,652 shares of the business's stock in a transaction on Wednesday, March 25th. The shares were sold at an average price of $25.09, for a total value of $2,826,438.68. Following the transaction, the executive vice president owned 56,494 shares in the company, valued at $1,417,434.46. The trade was a 66.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Antonio F. Neri sold 264,432 shares of the business's stock in a transaction on Wednesday, March 25th. The shares were 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 owned 1,837,329 shares in the company, valued at approximately $46,263,944.22. The trade was a 12.58% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 602,337 shares of company stock worth $15,443,119 over the last quarter. Company insiders own 0.44% of the company's stock.

Hewlett Packard Enterprise Price Performance

HPE stock opened at $27.95 on Wednesday. The firm has a market cap of $37.08 billion, a price-to-earnings ratio of -147.09, a PEG ratio of 0.74 and a beta of 1.20. The company has a quick ratio of 0.75, a current ratio of 1.03 and a debt-to-equity ratio of 0.71. Hewlett Packard Enterprise Company has a 12-month low of $15.71 and a 12-month high of $29.63. The company's fifty day simple moving average is $23.60 and its 200 day simple moving average is $23.19.

Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) last released 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 business had revenue of $9.30 billion for the quarter, compared to analyst estimates of $9.31 billion. Hewlett Packard Enterprise had a negative net margin of 0.41% and a positive return on equity of 9.93%. Hewlett Packard Enterprise's revenue for the quarter was up 18.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.49 earnings per share. 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. On average, analysts expect that Hewlett Packard Enterprise Company will post 1.96 earnings per share for the current year.

Hewlett Packard Enterprise Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, April 23rd. Investors of record on Tuesday, March 24th were issued a $0.1425 dividend. The ex-dividend date was Tuesday, March 24th. This represents a $0.57 annualized dividend and a yield of 2.0%. Hewlett Packard Enterprise's payout ratio is presently -300.00%.

Wall Street Analysts Forecast Growth

HPE has been the topic of a number of recent research reports. The Goldman Sachs Group initiated coverage on shares of Hewlett Packard Enterprise in a report on Tuesday, January 13th. They set a "buy" rating and a $31.00 price target on the stock. Citigroup lifted their price target on shares of Hewlett Packard Enterprise from $26.00 to $27.00 and gave the stock a "buy" rating in a report on Wednesday, March 11th. Truist Financial initiated coverage on shares of Hewlett Packard Enterprise in a report on Tuesday, March 31st. They set a "buy" rating and a $31.00 price target on the stock. Weiss Ratings reiterated a "hold (c-)" rating on shares of Hewlett Packard Enterprise in a report on Wednesday, March 25th. Finally, Wall Street Zen lowered shares of Hewlett Packard Enterprise from a "buy" rating to a "hold" rating in a report on Saturday. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat, Hewlett Packard Enterprise presently has a consensus rating of "Moderate Buy" and a consensus target price of $26.71.

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.

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