OFI Invest Asset Management Increases Stake in Hewlett Packard Enterprise Company $HPE

Key Points

• OFI Invest Asset Management boosted its stake in Hewlett Packard Enterprise by 282.3% in Q4 to 223,585 shares (worth about $5.37M), joining other institutional buyers as institutions hold roughly 80.78% of the stock.
• Company insiders have been net sellers recently: CEO Antonio F. Neri sold 264,432 shares (~$6.66M) on March 25, and insiders sold a total of 411,085 shares (~$10.34M) over the past 90 days, leaving insiders with ~0.44% ownership.
• HPE beat quarterly EPS estimates ($0.65 vs. $0.59), set FY26 guidance of $2.30–$2.50 EPS, and announced a quarterly dividend of $0.1425 (annualized yield ~2.3%).

OFI Invest Asset Management increased its holdings in shares of Hewlett Packard Enterprise Company (NYSE:HPE - Free Report) by 282.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 223,585 shares of the technology company's stock after buying an additional 165,097 shares during the period. OFI Invest Asset Management's holdings in Hewlett Packard Enterprise were worth $5,371,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in HPE. Empowered Funds LLC increased its stake in Hewlett Packard Enterprise by 317.3% during the 1st quarter. Empowered Funds LLC now owns 149,810 shares of the technology company's stock worth $2,312,000 after buying an additional 113,906 shares during the period. Geneos Wealth Management Inc. increased its position in shares of Hewlett Packard Enterprise by 44.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 4,456 shares of the technology company's stock valued at $69,000 after purchasing an additional 1,377 shares during the last quarter. Brown Advisory Inc. increased its position in shares of Hewlett Packard Enterprise by 4.4% in the 2nd quarter. Brown Advisory Inc. now owns 23,593 shares of the technology company's stock valued at $482,000 after purchasing an additional 996 shares during the last quarter. Jump Financial LLC increased its position in shares of Hewlett Packard Enterprise by 25.8% in the 2nd quarter. Jump Financial LLC now owns 15,662 shares of the technology company's stock valued at $320,000 after purchasing an additional 3,215 shares during the last quarter. Finally, WINTON GROUP Ltd purchased a new stake in shares of Hewlett Packard Enterprise in the 2nd quarter valued at approximately $207,000. 80.78% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Antonio F. Neri sold 264,432 shares of the 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 sale, the chief executive officer owned 1,837,329 shares in the company, valued at $46,263,944.22. This represents a 12.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Fidelma Russo sold 34,001 shares of the stock in a transaction 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 of the company's stock, valued at approximately $426,385.08. This represents a 66.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 411,085 shares of company stock worth $10,337,582 in the last 90 days. Company insiders own 0.44% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have commented on the stock. The Goldman Sachs Group assumed coverage on shares of Hewlett Packard Enterprise in a research report on Tuesday, January 13th. They issued a "buy" rating and a $31.00 price objective on the stock. Citigroup increased their price objective on shares of Hewlett Packard Enterprise from $26.00 to $27.00 and gave the company a "buy" rating in a research report on Wednesday, March 11th. Weiss Ratings reissued a "hold (c-)" rating on shares of Hewlett Packard Enterprise in a research report on Wednesday, March 25th. Truist Financial assumed coverage on shares of Hewlett Packard Enterprise in a research report on Tuesday, March 31st. They issued a "buy" rating and a $31.00 price objective on the stock. Finally, Morgan Stanley upped their target price on shares of Hewlett Packard Enterprise from $23.00 to $25.00 and gave the company an "equal weight" rating in a report on Tuesday, March 10th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $26.76.

Hewlett Packard Enterprise Trading Down 0.6%

Shares of Hewlett Packard Enterprise stock opened at $24.84 on Friday. The stock has a market cap of $32.96 billion, a price-to-earnings ratio of -130.73, a PEG ratio of 0.64 and a beta of 1.20. The company has a fifty day simple moving average of $22.54 and a 200-day simple moving average of $23.02. The company has a current ratio of 1.03, a quick ratio of 0.75 and a debt-to-equity ratio of 0.71. Hewlett Packard Enterprise Company has a 12-month low of $13.20 and a 12-month high of $26.44.

Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) last issued its quarterly earnings results on Monday, March 9th. The technology company reported $0.65 earnings per share for the quarter, topping analysts' consensus estimates of $0.59 by $0.06. The firm 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%. Hewlett Packard Enterprise's quarterly revenue was up 18.4% compared to the same quarter last year. During the same quarter in the prior 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. On average, equities analysts forecast that Hewlett Packard Enterprise Company will post 1.85 EPS for the current fiscal year.

Hewlett Packard Enterprise Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Tuesday, March 24th will be paid a dividend of $0.1425 per share. The ex-dividend date is Tuesday, March 24th. This represents a $0.57 dividend on an annualized basis and a yield of 2.3%. Hewlett Packard Enterprise's dividend payout ratio is currently -300.00%.

Key Hewlett Packard Enterprise News

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

• Positive Sentiment: HPE’s most recent quarter beat EPS estimates and management set FY26 EPS guidance of $2.30–2.50, supporting the post‑earnings rally and momentum investors’ interest. HPE Up 16.7% Since Last Earnings
• Positive Sentiment: Broader AI/data‑center buildout is a tailwind for HPE’s servers, storage and networking offerings — sector stories (Corning, Vertiv, Arista) point to rising optical, power and switching demand that benefits infrastructure vendors. AI Stocks: Enterprise Buildout Of Data Centers Expected To Accelerate
• Positive Sentiment: HPE took a licence from the Sisvel Wi‑Fi Multimode pool, strengthening its IP position in WLAN products—small but constructive for product strategy and enterprise customers. HPE Takes Licence to Sisvel Wi‑Fi Pool
• Neutral Sentiment: Multiple market commentaries and analyst notes highlight HPE as a momentum name after the earnings beat, which supports investor interest but is dependent on execution vs. elevated expectations. Here's Why HPE Is a Strong Momentum Stock
• Neutral Sentiment: Market pages/trading summaries show the stock underperforming intraday volume averages — useful for context but not new fundamental news. MarketWatch: HPE Stock Rises Wednesday
• Negative Sentiment: Competitors like Arista are seeing estimate upgrades and strong demand for next‑gen switching, which can pressure HPE’s networking growth and investor expectations around share gains. Arista Estimate Revision Article
• Negative Sentiment: Industry hiring moves include at least one HPE exec being poached by a Nutanix founder’s AI startup — small signal on talent competition that could worry investors focused on execution. SDxCentral: HPE Exec Poached

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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