Polar Asset Management Partners Inc. Makes New $14.26 Million Investment in Hewlett Packard Enterprise Company $HPE

Polar Asset Management Partners Inc. bought a new stake in Hewlett Packard Enterprise Company (NYSE:HPE) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 580,439 shares of the technology company’s stock, valued at approximately $14,256,000.

A number of other hedge funds have also made changes to their positions in the company. Elliott Investment Management L.P. purchased a new stake in shares of Hewlett Packard Enterprise in the 2nd quarter worth about $381,004,000. Jericho Capital Asset Management L.P. acquired a new stake in Hewlett Packard Enterprise in the 3rd quarter valued at about $416,900,000. Schroder Investment Management Group increased its holdings in Hewlett Packard Enterprise by 192.4% during the 2nd quarter. Schroder Investment Management Group now owns 10,599,242 shares of the technology company’s stock valued at $216,754,000 after acquiring an additional 6,974,083 shares in the last quarter. Holocene Advisors LP purchased a new position in Hewlett Packard Enterprise during the 3rd quarter valued at about $144,468,000. Finally, Norges Bank acquired a new position in Hewlett Packard Enterprise during the second quarter worth about $110,093,000. 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 $21.52 on Thursday. The company has a 50-day simple moving average of $21.80 and a 200-day simple moving average of $23.03. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.03 and a quick ratio of 0.75. The company has a market cap of $28.55 billion, a PE ratio of -113.24, a price-to-earnings-growth ratio of 0.55 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 announced its quarterly earnings data on Monday, March 9th. The technology company reported $0.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.59 by $0.06. The business had revenue of $9.30 billion for the quarter, compared to the consensus estimate of $9.31 billion. Hewlett Packard Enterprise had a negative net margin of 0.41% and a positive return on equity of 9.93%. The company’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $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. On average, equities analysts anticipate that Hewlett Packard Enterprise Company will post 1.85 earnings per share for the current year.

Hewlett Packard Enterprise Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Tuesday, March 24th will be paid a dividend of $0.1425 per share. This represents a $0.57 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend is Tuesday, March 24th. Hewlett Packard Enterprise’s dividend payout ratio is currently -300.00%.

Analyst Ratings Changes

Several analysts have recently commented on HPE shares. Zacks Research upgraded shares of Hewlett Packard Enterprise from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Wall Street Zen upgraded Hewlett Packard Enterprise from a “hold” rating to a “buy” rating in a research report on Saturday, March 14th. Argus upped their target price on Hewlett Packard Enterprise from $25.00 to $30.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Citigroup increased their target price on Hewlett Packard Enterprise from $26.00 to $27.00 and gave the company a “buy” rating in a report on Wednesday, March 11th. Finally, The Goldman Sachs Group assumed coverage on Hewlett Packard Enterprise in a research report on Tuesday, January 13th. They set a “buy” rating and a $31.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eleven have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $26.50.

Key Stories Impacting Hewlett Packard Enterprise

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

• Positive Sentiment: HPE launched the HPE AI Grid — an end‑to‑end, NVIDIA‑based solution to link distributed AI factories and inference sites; this accelerates HPE’s addressable market in large‑scale, low‑latency AI deployments. HPE Transforms Distributed AI Factories Into Intelligent AI grid Powered by NVIDIA
• Positive Sentiment: HPE expanded its NVIDIA AI portfolio for enterprise‑scale deployments, reinforcing product depth for customers building on NVIDIA reference architectures — a direct revenue lever as customers scale GPUs and optimized servers. HPE Expands NVIDIA AI Portfolio For Enterprise-Scale Deployments
• Positive Sentiment: New infrastructure announcements (Blackwell servers, Rubin support and private cloud upgrades) broaden HPE’s AI factory stack — improving competitive positioning for hyperscalers, telcos and service providers. HPE broadens AI factory with new Blackwell servers, private cloud upgrades and Rubin infrastructure
• Positive Sentiment: Channel momentum: CBTS earned HPE “Triple Platinum Plus” partner status, and Hirundo joined the Unleash AI partner program — signals of stronger go‑to‑market execution and partner‑driven pipeline. Hirundo Joins HPE’s Unleash AI Partner Program
• Neutral Sentiment: Analyst and media coverage highlights HPE as both a growth and value opportunity (Zacks pieces), which can attract differing investor types but doesn’t change near‑term sentiment on guidance or valuation. Here’s Why Hewlett Packard Enterprise (HPE) is a Strong Growth Stock
• Neutral Sentiment: HPE published threat reports on industrialized cybercrime — this underscores market demand for security and edge‑resilient offerings but is more informational than revenue‑driving in the near term. HPE: Cyber Adversaries Adopting Industrial-Scale Operations to Accelerate Attacks
• Negative Sentiment: Analysts remain cautious post‑earnings — Bernstein reiterated a Market Perform rating with a $24 target after HPE’s Q1 beat on EPS but revenue roughly in line; neutral/limited analyst outlook and price targets can cap near‑term upside. Analysts Stay Neutral on Hewlett Packard Enterprise (HPE) After Earnings

Insider Activity at Hewlett Packard Enterprise

In other Hewlett Packard Enterprise news, CEO Antonio F. Neri sold 26,457 shares of the stock in a transaction that occurred on Monday, December 29th. The shares were sold at an average price of $24.49, for a total transaction of $647,931.93. Following the transaction, the chief executive officer owned 2,101,761 shares of the company’s stock, valued at $51,472,126.89. This trade represents a 1.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Kirt P. Karros sold 36,460 shares of Hewlett Packard Enterprise stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $24.61, for a total transaction of $897,280.60. Following the completion of the transaction, the senior vice president owned 18,785 shares in the company, valued at approximately $462,298.85. This trade represents a 66.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.44% of the stock is currently owned by company insiders.

About Hewlett Packard Enterprise

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.