Empirical Asset Management LLC Makes New Investment in Hewlett Packard Enterprise Company $HPE

Empirical Asset Management LLC bought a new stake in shares of Hewlett Packard Enterprise Company (NYSE:HPE) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 28,827 shares of the technology company’s stock, valued at approximately $708,000.

Several other hedge funds have also recently modified their holdings of the business. Elliott Investment Management L.P. bought a new position in shares of Hewlett Packard Enterprise during the second quarter valued at approximately $381,004,000. Schroder Investment Management Group lifted its holdings in Hewlett Packard Enterprise by 192.4% during the second quarter. Schroder Investment Management Group now owns 10,599,242 shares of the technology company’s stock worth $216,754,000 after buying an additional 6,974,083 shares during the period. Norges Bank bought a new stake in Hewlett Packard Enterprise during the 2nd quarter valued at $110,093,000. Slate Path Capital LP boosted its position in Hewlett Packard Enterprise by 36.2% during the 2nd quarter. Slate Path Capital LP now owns 15,896,242 shares of the technology company’s stock valued at $325,078,000 after acquiring an additional 4,221,678 shares in the last quarter. Finally, Amundi increased its holdings in shares of Hewlett Packard Enterprise by 43.0% in the 2nd quarter. Amundi now owns 9,910,108 shares of the technology company’s stock valued at $210,528,000 after acquiring an additional 2,978,950 shares during the period. Hedge funds and other institutional investors own 80.78% of the company’s stock.

Hewlett Packard Enterprise News Summary

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

• Positive Sentiment: HPE unveiled AI-native networking and compute solutions that integrate Juniper technology and HPE ProLiant Gen12 servers, positioning HPE as a fuller-stack AI + networking vendor; this could drive new service‑provider deals and higher-margin services if adoption picks up. Read More.
• Positive Sentiment: HPE showcased additional AI infrastructure innovations at MWC 2026 aimed at low-latency, core-to-edge deployments for carriers and cloud providers — a clear sales catalyst for telco/edge spending cycles. Read More.
• Positive Sentiment: Reports say HPE has expanded its networking sales organization to take the fight to Cisco, which could accelerate share gains in service-provider and enterprise networking if execution follows. Read More.
• Positive Sentiment: Analyst and industry pieces (Seeking Alpha, SiliconANGLE, SDxCentral) highlight that tighter integration of HPE networking and infrastructure could be a multi-quarter growth driver if HPE captures telco AI projects. Read More.
• Neutral Sentiment: JPMorgan trimmed its price target on HPE from $30 to $27 but kept an Overweight rating — suggesting analysts still see upside while acknowledging near-term valuation or execution risk. Read More.
• Negative Sentiment: Competitors are ramping: Cisco reported strong networking revenue acceleration (double‑digit growth) driven by AI/campus demand, which could limit HPE’s pricing power and share gains in the short term. Read More.
• Negative Sentiment: Super Micro Computer (SMCI) is aggressively scaling rack and platform deployments for AI (DCBBS push), representing heightened competition in AI server/rack markets that could pressure HPE’s server margins in targeted segments. Read More.
• Negative Sentiment: Dell and other OEMs continue to show strong AI-server demand; favorable results or faster execution by peers could compress HPE’s addressable opportunity or push more aggressive discounting. Read More.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on HPE shares. Morgan Stanley decreased their price objective on Hewlett Packard Enterprise from $25.00 to $23.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 18th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Hewlett Packard Enterprise in a report on Friday, December 26th. Citigroup lowered their price target on shares of Hewlett Packard Enterprise from $28.00 to $26.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Argus lifted their price objective on shares of Hewlett Packard Enterprise from $25.00 to $30.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Finally, The Goldman Sachs Group began coverage on shares of Hewlett Packard Enterprise in a research note on Tuesday, January 13th. They set a “buy” rating and a $31.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $25.29.

Hewlett Packard Enterprise Stock Performance

HPE opened at $20.62 on Thursday. The firm’s 50-day moving average price is $22.57 and its 200-day moving average price is $23.06. The company has a market cap of $27.39 billion, a P/E ratio of -343.54, a price-to-earnings-growth ratio of 0.56 and a beta of 1.33. The company has a quick ratio of 0.76, a current ratio of 1.01 and a debt-to-equity ratio of 0.72. Hewlett Packard Enterprise Company has a 52-week low of $11.97 and a 52-week high of $26.44.

Hewlett Packard Enterprise (NYSE:HPE) last issued its quarterly earnings results on Thursday, December 4th. The technology company reported $0.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.59 by $0.03. The business had revenue of $9.68 billion for the quarter, compared to analyst estimates of $9.91 billion. Hewlett Packard Enterprise had a net margin of 0.17% and a return on equity of 9.15%. Hewlett Packard Enterprise’s revenue for the quarter was up 14.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.58 EPS. Hewlett Packard Enterprise has set its FY 2026 guidance at 2.250-2.450 EPS and its Q1 2026 guidance at 0.570-0.610 EPS. As a group, equities analysts anticipate that Hewlett Packard Enterprise Company will post 1.85 EPS for the current fiscal year.

Hewlett Packard Enterprise Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Friday, December 19th were given a dividend of $0.1425 per share. The ex-dividend date of this dividend was Friday, December 19th. This represents a $0.57 dividend on an annualized basis and a yield of 2.8%. This is an increase from Hewlett Packard Enterprise’s previous quarterly dividend of $0.13. Hewlett Packard Enterprise’s payout ratio is presently -950.00%.

Insiders Place Their Bets

In other news, SVP Kirt P. Karros sold 36,460 shares of the firm’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $24.61, for a total value of $897,280.60. Following the completion of the transaction, the senior vice president directly owned 18,785 shares in the company, valued at $462,298.85. This trade represents a 66.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Maeve C. Culloty sold 35,958 shares of the stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $24.66, for a total transaction of $886,724.28. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 585,537 shares of company stock valued at $14,255,864. Insiders own 0.44% of the company’s stock.

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.