Generate Investment Management 13F: New $19M Stake in HPE

Generate Investment Management has established a new position in Hewlett Packard Enterprise Company (NYSE: HPE), according to a Form 13F filing with the U.S. Securities and Exchange Commission on October 14, 2026. Because 13F filings look backward at a prior quarter, these numbers reflect holdings as of that reporting period and might not show the fund's current stance.

What Changed in Generate Investment Management's Hewlett Packard Enterprise Company Position

The fund opened a brand-new stake in the technology firm by acquiring 302,705 shares. The reported value of this new investment reached $19,339,822.

Other Institutional Activity in Hewlett Packard Enterprise Company

Other large institutional investors made significant moves in the stock during the same period. BlackRock Inc. reduced its holdings by 9,812,050 shares, ending with 134,059,655 shares worth about $7,390,708,923. Vanguard Capital Management LLC grew its holdings by 319,481 shares, ending with 86,665,707 shares worth about $4,777,880,519. Vanguard Portfolio Management LLC reduced its holdings by 1,106,758 shares, ending with 72,677,094 shares worth about $4,006,688,269. State Street Corporation grew its holdings by 372,477 shares, ending with 68,095,481 shares worth about $3,754,103,940. Capital World Investors grew its holdings by 932,772 shares, ending with 59,597,678 shares worth about $3,285,620,051.

Hewlett Packard Enterprise Company Stock Down 12.5%

Hewlett Packard Enterprise Company shares recently traded around $55.25 as of October 16, 2026. The stock sits below its 50-day moving average of $59.21 while remaining above its 200-day moving average of $38.72.

Recent Earnings

The company reported trailing twelve-month revenue of $41,870,999,552 and basic earnings per share of $1.94. The net profit margin stands at 6.7%, and return on equity is 10.9%. The next earnings report is expected on December 3, 2026.

Dividend

Hewlett Packard Enterprise Company offers a dividend yield of 0.97% with a payout ratio of 28.7%.

Insider Buying and Selling at Hewlett Packard Enterprise Company

Chief Executive Officer Antonio F. Neri sold 250,000 shares on September 11, 2026, at an average price of $60.44 for a total value of $15,110,500. Director Gary M. Reiner sold 17,000 shares on September 14, 2026, at $56.91 per share, totaling $967,429. Officer Rami Rahim sold 34,456 shares on September 29, 2026, at $61.42 for a total value of $2,116,288. Additionally, CEO Antonio F. Neri sold another 250,000 shares on October 5, 2026, at an average price of $68.31, totaling $17,077,550.

Analysts Set New Price Targets

On October 1, 2026, Citigroup maintained a Buy rating on the stock while raising its price target to $92.00 from $76.00. On the same day, Morgan Stanley maintained an Overweight rating and lifted its target to $72.00 from $67.00. Evercore ISI Group maintained an In-Line rating on October 1, 2026, taking its target from $65.00 to $67.00. Daiwa Capital upgraded the stock to Outperform on October 2, 2026, setting a $75.00 price target up from $65.00. Later, Barclays downgraded the stock to Equal-Weight on October 14, 2026, and lowered its target from $83.00 to $77.00. Across Wall Street, analysts hold a consensus buy recommendation with a mean price target of $71.74.

About Hewlett Packard Enterprise Company

Headquartered in Spring, Texas, Hewlett Packard Enterprise Company develops technology solutions including servers, hybrid cloud infrastructure, and networking products for customers worldwide.

Bottom Line

Investors will look toward the company's upcoming earnings release on December 3, 2026, for further insight into its financial trajectory. Institutional filings remain backward-looking snapshots, so ongoing market updates will help clarify how funds manage their positions moving forward.