Oak Thistle LLC Makes New $598,000 Investment in Hewlett Packard Enterprise Company $HPE

Oak Thistle LLC bought a new stake in shares of Hewlett Packard Enterprise Company (NYSE:HPE) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 24,347 shares of the technology company’s stock, valued at approximately $598,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Wellington Management Group LLP raised its position in Hewlett Packard Enterprise by 12.1% in the first quarter. Wellington Management Group LLP now owns 167,137 shares of the technology company’s stock worth $2,579,000 after acquiring an additional 18,010 shares during the period. Kaufman Rossin Wealth LLC purchased a new stake in shares of Hewlett Packard Enterprise during the 1st quarter worth approximately $179,000. Norinchukin Bank The raised its holdings in shares of Hewlett Packard Enterprise by 15.6% in the 1st quarter. Norinchukin Bank The now owns 65,416 shares of the technology company’s stock worth $1,009,000 after purchasing an additional 8,826 shares during the period. 1832 Asset Management L.P. lifted its stake in Hewlett Packard Enterprise by 27.9% in the first quarter. 1832 Asset Management L.P. now owns 134,138 shares of the technology company’s stock valued at $2,070,000 after purchasing an additional 29,267 shares during the last quarter. Finally, Kestra Advisory Services LLC lifted its stake in Hewlett Packard Enterprise by 1.1% in the first quarter. Kestra Advisory Services LLC now owns 126,393 shares of the technology company’s stock valued at $1,950,000 after purchasing an additional 1,395 shares during the last quarter. 80.78% of the stock is owned by hedge funds and other institutional investors.

Hewlett Packard Enterprise News Summary

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

• Positive Sentiment: HPE agreed to sell its Telco Solutions business to HCLTech for $160 million — a small but strategic divestiture that trims HPE’s telco exposure, delivers cash, and lets management reallocate resources to higher‑growth areas. This supports the company’s ongoing portfolio simplification narrative. Read More.
• Positive Sentiment: Unusually large call‑option activity: investors bought ~102,139 HPE calls (roughly double average daily call volume), signaling bullish bets on near‑term upside or volatility. Large call flow can amplify intraday moves and is often read as a vote of confidence by traders. (No link)
• Positive Sentiment: HPE rolled out expanded cloud‑security and Zero Trust solutions intended to strengthen its enterprise software and private‑cloud offerings — a product push that supports recurring revenue and higher‑margin services over time. Read More.
• Neutral Sentiment: HPE issued a patch for a critical OneView flaw — the fast response reduces long‑term reputational and legal risk, but customers will incur patching/operational costs in the near term. Monitor any customer impact or contract claims. Read More.
• Neutral Sentiment: Analysts are watching HPE’s international revenue mix and trends; deeper-than-expected geographic shifts could change Street estimates but current analyst notes focus on guidance execution rather than a directional surprise. Read More.
• Neutral Sentiment: Market commentary questions whether HPE’s multi‑year rally still has room to run after a recent pullback — useful for positioning but not news that directly changes fundamentals. Read More.
• Negative Sentiment: HPE OneView contains an unauthenticated remote‑code‑execution vulnerability rated CVSS 10.0, which is a severe security issue for customers running that management platform; the discovery triggered urgent patching advisories and could pressure customer confidence, support costs, and short‑term sales cycles for affected buyers. Read More.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on HPE shares. Zacks Research upgraded Hewlett Packard Enterprise from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. Piper Sandler started coverage on Hewlett Packard Enterprise in a report on Wednesday, October 22nd. They issued a “neutral” rating and a $24.00 price objective for the company. Wells Fargo & Company upped their price objective on shares of Hewlett Packard Enterprise from $22.00 to $26.00 and gave the company an “equal weight” rating in a report on Thursday, September 4th. Sanford C. Bernstein initiated coverage on shares of Hewlett Packard Enterprise in a research report on Tuesday, September 16th. They set a “market perform” rating and a $24.00 target price for the company. Finally, The Goldman Sachs Group boosted their price target on shares of Hewlett Packard Enterprise from $27.00 to $31.00 and gave the company a “neutral” rating in a research report on Thursday, October 16th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and fourteen have issued a Hold rating to the company. According to data from MarketBeat.com, Hewlett Packard Enterprise presently has a consensus rating of “Hold” and an average price target of $25.53.

Hewlett Packard Enterprise Stock Up 2.3%

HPE stock opened at $24.46 on Friday. The stock has a 50-day simple moving average of $23.16 and a two-hundred day simple moving average of $22.09. Hewlett Packard Enterprise Company has a twelve month low of $11.97 and a twelve month high of $26.44. The firm has a market capitalization of $32.27 billion, a PE ratio of -407.60, a PEG ratio of 0.65 and a beta of 1.34. 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 (NYSE:HPE) last announced its quarterly earnings results on Thursday, December 4th. The technology company reported $0.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.59 by $0.03. The firm had revenue of $9.68 billion for the quarter, compared to the consensus estimate of $9.91 billion. Hewlett Packard Enterprise had a net margin of 0.17% and a return on equity of 9.15%. The company’s revenue for the quarter was up 14.7% on a year-over-year basis. During the same period in the prior year, the firm posted $0.58 earnings per share. 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. On average, equities analysts predict 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 will be paid on Friday, January 16th. Stockholders of record on Friday, December 19th will be given a dividend of $0.1425 per share. This is an increase from Hewlett Packard Enterprise’s previous quarterly dividend of $0.13. The ex-dividend date is Friday, December 19th. This represents a $0.57 dividend on an annualized basis and a dividend yield of 2.3%. Hewlett Packard Enterprise’s dividend payout ratio (DPR) is presently -866.67%.

Insider Transactions at Hewlett Packard Enterprise

In other Hewlett Packard Enterprise news, EVP John F. Schultz sold 148,501 shares of the company’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $24.99, for a total value of $3,711,039.99. Following the transaction, the executive vice president directly owned 248,091 shares in the company, valued at $6,199,794.09. This represents a 37.44% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Jean M. Hobby sold 29,000 shares of the firm’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $23.79, for a total value of $689,910.00. Following the completion of the sale, the director directly owned 32,279 shares in the company, valued at approximately $767,917.41. The trade was a 47.32% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 526,358 shares of company stock valued at $12,804,550. Corporate insiders own 0.36% of the company’s stock.

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.