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

Hennion & Walsh Asset Management Inc. grew its stake in Hewlett Packard Enterprise Company (NYSE:HPE) by 21.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & 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 SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. TFC Financial Management Inc. boosted 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 worth $25,000 after buying an additional 970 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC increased its stake in Hewlett Packard Enterprise by 176.7% during the 3rd 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 in the last quarter. Headlands Technologies LLC acquired a new position in shares of Hewlett Packard Enterprise during the second quarter valued at approximately $26,000. Chilton Capital Management LLC purchased a new position in shares of Hewlett Packard Enterprise in the third quarter valued at approximately $30,000. Finally, Clearstead Trust LLC lifted its position in shares of Hewlett Packard Enterprise by 93.8% in the third 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 in the last quarter. Hedge funds and other institutional investors own 80.78% of the company’s stock.

Analyst Ratings Changes

HPE has been the subject of several research reports. Argus boosted 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. Wall Street Zen upgraded Hewlett Packard Enterprise from a “hold” rating to a “buy” rating in a report on Saturday, March 14th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Hewlett Packard Enterprise in a research note on Wednesday, March 25th. Morgan Stanley upped their target price on shares of Hewlett Packard Enterprise from $23.00 to $25.00 and gave the stock an “equal weight” rating in a report on Tuesday, March 10th. Finally, Bank of America increased their target price on shares of Hewlett Packard Enterprise from $29.00 to $32.00 and gave the company a “buy” rating in a research report on Tuesday, March 10th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $26.76.

Insider Buying and Selling

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 sale, the executive vice president owned 17,001 shares of the company’s stock, valued at $426,385.08. This represents a 66.67% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Neil B. Macdonald sold 112,652 shares of the firm’s stock in a transaction that occurred on Wednesday, March 25th. The stock was sold at an average price of $25.09, for a total transaction of $2,826,438.68. Following the sale, the executive vice president owned 56,494 shares of the company’s stock, valued at $1,417,434.46. This represents a 66.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 411,085 shares of company stock worth $10,337,582. Insiders own 0.44% of the company’s stock.

Hewlett Packard Enterprise Price Performance

NYSE:HPE opened at $23.79 on Wednesday. Hewlett Packard Enterprise Company has a one year low of $11.97 and a one year high of $26.44. The stock has a market cap of $31.57 billion, a PE ratio of -125.21, a P/E/G 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. The stock has a 50 day moving average price of $22.10 and a 200 day moving average price of $23.01.

Hewlett Packard Enterprise (NYSE:HPE) last released its quarterly earnings data 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. Hewlett Packard Enterprise had a positive return on equity of 9.93% and a negative net margin of 0.41%.The company had revenue of $9.30 billion for the quarter, compared to analyst estimates of $9.31 billion. During the same quarter in the previous year, the company posted $0.49 earnings per share. The firm’s revenue for the quarter was up 18.4% compared to the same quarter last year. 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 expect that Hewlett Packard Enterprise Company will post 1.85 EPS for the current fiscal year.

Hewlett Packard Enterprise Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Tuesday, March 24th will be issued a $0.1425 dividend. The ex-dividend date of this dividend is Tuesday, March 24th. This represents a $0.57 dividend on an annualized basis and a dividend yield of 2.4%. Hewlett Packard Enterprise’s dividend payout ratio is currently -300.00%.

Key Stories Impacting Hewlett Packard Enterprise

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.