Hewlett Packard Enterprise Company $HPE Holdings Lifted by Merit Financial Group LLC

Key Points

• Merit Financial Group boosted its stake in Hewlett Packard Enterprise by 133.8% in Q4 to 96,825 shares valued at about $2.33 million, and institutional investors now own roughly 80.78% of the company’s stock.
• Company insiders have sold large blocks recently—totaling 602,337 shares (~$15.44M) over the last three months, including CEO Antonio Neri’s 150,000‑share sale (~$3.98M)—but most trades were executed under pre‑arranged 10b5‑1 plans, which mutes immediate governance concerns.
• HPE beat quarterly EPS estimates ($0.65 vs. $0.59), provided FY‑2026 EPS guidance of 2.30–2.50, and sits with a consensus rating of “Moderate Buy” (average target ~$26.71) as several analysts raised targets, including BofA to $32.00.

Merit Financial Group LLC grew its position in Hewlett Packard Enterprise Company (NYSE:HPE - Free Report) by 133.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 96,825 shares of the technology company's stock after purchasing an additional 55,410 shares during the period. Merit Financial Group LLC's holdings in Hewlett Packard Enterprise were worth $2,326,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of HPE. Jericho Capital Asset Management L.P. bought a new position in Hewlett Packard Enterprise in the 3rd quarter worth about $416,900,000. Holocene Advisors LP bought a new position in Hewlett Packard Enterprise in the 3rd quarter worth about $144,468,000. Arrowstreet Capital Limited Partnership grew its position in Hewlett Packard Enterprise by 475.0% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 3,551,715 shares of the technology company's stock worth $87,230,000 after purchasing an additional 2,933,972 shares during the last quarter. Ceredex Value Advisors LLC bought a new position in Hewlett Packard Enterprise in the 3rd quarter worth about $66,664,000. Finally, Analog Century Management LP bought a new position in Hewlett Packard Enterprise in the 3rd quarter worth about $61,449,000. Institutional investors own 80.78% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have commented on the stock. Bank of America upped their target price 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. Wall Street Zen upgraded shares of Hewlett Packard Enterprise from a "hold" rating to a "buy" rating in a research report on Saturday, March 14th. Weiss Ratings restated a "hold (c-)" rating on shares of Hewlett Packard Enterprise in a research report on Wednesday, March 25th. Raymond James Financial restated an "outperform" rating and issued a $29.00 target price (down from $30.00) on shares of Hewlett Packard Enterprise in a research report on Monday, April 13th. Finally, Truist Financial began coverage on shares of Hewlett Packard Enterprise in a research report on Tuesday, March 31st. They issued a "buy" rating and a $31.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $26.71.

Insider Activity

In other news, EVP Fidelma Russo sold 34,001 shares of the stock in a transaction that occurred on Wednesday, March 25th. The shares were sold at an average price of $25.08, for a total value of $852,745.08. Following the completion of the transaction, the executive vice president directly owned 17,001 shares in the company, valued at $426,385.08. This trade represents a 66.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Neil B. Macdonald sold 112,652 shares of the stock in a transaction that occurred on Wednesday, March 25th. The shares were sold at an average price of $25.09, for a total transaction of $2,826,438.68. Following the sale, the executive vice president directly owned 56,494 shares of the company's stock, valued at approximately $1,417,434.46. This represents a 66.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 602,337 shares of company stock worth $15,443,119 over the last three months. Corporate insiders own 0.44% of the company's stock.

Hewlett Packard Enterprise Trading Up 3.5%

Hewlett Packard Enterprise stock opened at $28.78 on Wednesday. The firm has a 50 day simple moving average of $23.04 and a 200-day simple moving average of $23.09. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.03 and a quick ratio of 0.75. The stock has a market capitalization of $38.18 billion, a PE ratio of -151.45, a price-to-earnings-growth ratio of 0.72 and a beta of 1.20. Hewlett Packard Enterprise Company has a 12-month low of $14.91 and a 12-month high of $29.63.

Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) last posted its quarterly earnings data 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 during the quarter, compared to analysts' expectations 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 business's revenue was up 18.4% on a year-over-year basis. During the same period last year, the firm posted $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. As a group, equities research analysts expect that Hewlett Packard Enterprise Company will post 1.96 EPS for the current fiscal year.

Hewlett Packard Enterprise Announces Dividend

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 issued a $0.1425 dividend. The ex-dividend date is Tuesday, March 24th. This represents a $0.57 annualized dividend and a dividend yield of 2.0%. Hewlett Packard Enterprise's dividend payout ratio (DPR) is -300.00%.

Hewlett Packard Enterprise News Roundup

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

• Positive Sentiment: Analyst/feature pieces are promoting HPE as an AI‑infrastructure play, highlighting HPE’s positioning outside the chip layer (systems, networking, services) and arguing it could be an overlooked beneficiary of AI spending. This helps investor sentiment on HPE’s growth story. Forget Nvidia: Why HPE Could Be the Overlooked AI Infrastructure Play of 2026
• Positive Sentiment: Technical commentary suggests HPE may have “broken out” from a prior uptrend, a signal that can attract momentum and retail traders looking to pile into names with fresh upside. Stock Of The Day: Did Hewlett Packard Finally Break Out?
• Positive Sentiment: HPE announced an IT infrastructure partnership in Thailand, signaling ongoing regional deal flow and services/architecture traction outside core markets — a modest revenue/visibility positive for enterprise services. HPE unveils Thai IT infrastructure tie‑up
• Neutral Sentiment: The stock’s intraday rise was linked in coverage to recent insider sales, but filings show those trades were executed under pre‑arranged Rule 10b5‑1 plans; that reduces immediate corporate‑governance alarm even though headlines focus on the sales. Hewlett Packard Enterprise NYSE: HPE Rises After Exec Sale NYSE Comp
• Neutral Sentiment: CEO Antonio Neri sold 150,000 shares (~$3.98M) on April 17 under a 10b5‑1 plan; such planned sales lower insider‑sale signaling risk but reduce governance concern. SEC filing: Antonio Neri Form 4 (SEC)
• Neutral Sentiment: EVP Neil B. Macdonald sold ~24,251 shares (~$655k) April 20 under a 10b5‑1 plan; the filing shows a sizable percentage reduction in his holdings but the prearranged plan again mutes immediate concern. SEC filing: Neil B. Macdonald Form 4 (SEC)
• Neutral Sentiment: EVP Fidelma Russo sold ~17,001 shares (~$476k) on April 21 via a 10b5‑1 plan; similar to other filings, this appears planned rather than opportunistic. SEC filing: Fidelma Russo Form 4 (SEC)
• Negative Sentiment: HPE has sought bankruptcy administration for Mike Lynch’s estate in connection with the long‑running Autonomy litigation/collections — this legal development revives uncertainty around recovery outcomes and potential lingering liabilities/expenses. HPE seeks bankruptcy administration for Mike Lynch's ‘insolvent' estate

Hewlett Packard Enterprise Company 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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