Assenagon Asset Management S.A. Decreases Holdings in Hewlett Packard Enterprise Company $HPE

Assenagon Asset Management S.A. decreased its position in Hewlett Packard Enterprise Company (NYSE:HPE) by 79.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 729,568 shares of the technology company’s stock after selling 2,797,898 shares during the quarter. Assenagon Asset Management S.A. owned 0.05% of Hewlett Packard Enterprise worth $17,524,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also bought and sold shares of HPE. TFC Financial Management Inc. boosted its stake in shares of 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 valued at $25,000 after purchasing an additional 970 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its position in Hewlett Packard Enterprise by 176.7% in the 3rd 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 purchased a new position in Hewlett Packard Enterprise in the 2nd quarter worth $26,000. Chilton Capital Management LLC bought a new stake in Hewlett Packard Enterprise in the third quarter worth $30,000. Finally, Clearstead Trust LLC lifted its stake in Hewlett Packard Enterprise by 93.8% in 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 last quarter. Hedge funds and other institutional investors own 80.78% of the company’s stock.

Hewlett Packard Enterprise Stock Performance

Shares of NYSE:HPE opened at $25.06 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.75 and a debt-to-equity ratio of 0.71. The company has a 50-day moving average price of $21.96 and a 200-day moving average price of $23.05. The company has a market cap of $33.25 billion, a price-to-earnings ratio of -131.89, a price-to-earnings-growth ratio of 0.66 and a beta of 1.31. Hewlett Packard Enterprise Company has a 12 month low of $11.97 and a 12 month high of $26.44.

Hewlett Packard Enterprise (NYSE:HPE) last posted its earnings results on Monday, March 9th. The technology company reported $0.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.59 by $0.06. The company had revenue of $9.30 billion for the quarter, compared to analysts’ expectations of $9.31 billion. Hewlett Packard Enterprise had a positive return on equity of 9.93% and a negative net margin of 0.41%.Hewlett Packard Enterprise’s quarterly revenue was up 18.4% on a year-over-year basis. During the same period last year, the firm 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. As a group, equities analysts anticipate that Hewlett Packard Enterprise Company will post 1.85 EPS for the current year.

Hewlett Packard Enterprise Announces Dividend

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

Key Headlines Impacting Hewlett Packard Enterprise

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

• Positive Sentiment: UK court ordered the estate of Autonomy founder Mike Lynch to pay £920m to HPE — a sizeable legal victory that clears a long-running dispute and should improve HPE’s cash/claims position. Estate of Mike Lynch ordered to pay £920m to Hewlett Packard Enterprise
• Positive Sentiment: HPE rolled out sweeping security advancements aimed at accelerating AI adoption and enterprise resilience — news that triggered earlier buying and supports the company’s AI go-to-market narrative. Why Is Hewlett Packard Enterprise (HPE) Stock Soaring Today
• Positive Sentiment: HPE announced the HPE AI Grid (NVIDIA reference architecture) — a strategic product push into distributed AI inference that could drive hardware and services revenue if adoption scales. Why Is Hewlett Packard Enterprise (HPE) One of the Best Undervalued Stocks Under $50 to Invest In Now?
• Positive Sentiment: Technicals: HPE recently broke above its 200-day moving average — a common signal that can attract momentum investors and institutional buyers. Hewlett Packard Enterprise (HPE) Recently Broke Out Above the 200-Day Moving Average
• Positive Sentiment: Unusual options activity: heavy call buying (≈43,370 calls) signaled bullish speculative interest and may have amplified intraday moves. (Options volume report)
• Positive Sentiment: Dividend-related buying: recent run-up included inflows from investors positioning to qualify for the quarterly dividend, which can temporarily lift the share price. Hewlett Packard (HPE) Climbs 7.77% Ahead of Dividends
• Neutral Sentiment: Broader market context: small-caps and tech led gains in the market earlier, which helped HPE’s sector, but macro moves can quickly reverse. Stock Market Today: Small Caps, Techs Lead Gains; This Nuclear Play Breaks Out But Micron Sinks (Live Coverage)
• Neutral Sentiment: Coverage pieces and watchlists label HPE as undervalued or a solid S&P name — helpful for investor interest but not an immediate catalyst. 1 S&P 500 Stock with Solid Fundamentals and 2 We Ignore
• Neutral Sentiment: Industry recognition (broadband awards) and sector reports provide background credibility but are not direct earnings drivers. Industry Innovators Celebrated for Integral Services-Led Broadband Contributions
• Negative Sentiment: Regulatory/transaction risk: HPE is reported to be struggling with an asset sale required in an antitrust deal — execution delays or unfavorable divestiture terms could weigh on near-term multiples and investor confidence. Hewlett Packard struggles with asset sale required in antitrust deal

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on HPE shares. Wall Street Zen raised Hewlett Packard Enterprise from a “hold” rating to a “buy” rating in a research note on Saturday, March 14th. The Goldman Sachs Group began coverage on Hewlett Packard Enterprise in a research note on Tuesday, January 13th. They issued a “buy” rating and a $31.00 target price for the company. Weiss Ratings restated a “hold (c-)” rating on shares of Hewlett Packard Enterprise in a research report on Friday, December 26th. Argus lifted their price target on Hewlett Packard Enterprise from $25.00 to $30.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. Finally, Zacks Research upgraded Hewlett Packard Enterprise from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Hewlett Packard Enterprise has an average rating of “Moderate Buy” and a consensus target price of $26.50.

Insider Activity at Hewlett Packard Enterprise

In related news, CEO Antonio F. Neri sold 26,457 shares of the company’s stock in a transaction that occurred on Monday, December 29th. The stock was sold at an average price of $24.49, for a total transaction of $647,931.93. Following the completion of the transaction, the chief executive officer owned 2,101,761 shares in the company, valued at $51,472,126.89. This represents a 1.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.44% of the stock is currently owned by corporate insiders.

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.