HPE at a glance
Hewlett Packard Enterprise (HPE, SEC CIK 1645590) filed its latest 10-K annual report on December 18, 2025, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 30, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended October 31, 2025 (FY2025), Hewlett Packard Enterprise (HPE) reported revenue of $34.3 billion (up 13.8% from FY2024) and net income of $57.0 million. Diluted EPS was -$0.04.
- As of June 30, 2026, 49 institutional investment managers tracked by SignalX reported holding Hewlett Packard Enterprise (HPE) shares worth $28.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by rahim rami on September 29, 2026 of 27,877 shares at $61.42 per share.
- In the last 90 days, HPE insiders reported 0 open-market purchases ($0) and 5 open-market sales ($19.3M) on Form 4, a net sale of $19.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $34.3B
- +13.8% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$19.3M
- 13F holders
- 49 funds
- $28.1B · +2 vs prior quarter
- Latest 8-K
- Sep 30, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Oct 31, 2025
Risk Factors
- Regulatory risk from EU's Artificial Intelligence Act effective August 2024, imposing compliance costs and limiting AI capabilities embedded in offerings
- Geopolitical exposure with 61% revenues outside the U.S., including disruptions from Russia-Ukraine conflict and U.S.-China trade tensions
- Supply chain vulnerability due to reliance on Asian suppliers for product assembly, subject to local labor laws and potential operational limits
- Competitive risk from AI systems mainly purchased by few large customers and cloud providers amid intense competition and pricing pressure
- Key-person dependency risk with challenges attracting and retaining qualified executives and technical talent amid intensified labor market competition
Business Overview
- Core business: Enterprise technology infrastructure and services focusing on hybrid cloud and IT solutions
- New emphasis: Divestiture of 30% H3C share capital with $2.1B pre-tax proceeds and intent to divest remaining 19% post fiscal year-end
- Strategic shift: Cost savings initiatives to offset lost equity earnings and dividends from H3C divestiture, targeting $120M annualized savings
- Quantitative metric: Free cash flow $986M in FY2025, down from $2,297M in FY2024 reflecting operational volatility and restructuring
- Noteworthy fact: Recognition of $248M gain on sale of CTG completed Dec 2024, treated as a discrete event excluded from non-GAAP measures
Management Discussion & Analysis
- Net revenue $34.3B, up 13.8% YoY from $30.1B; increase driven by Networking segment from Juniper Merger and higher Server segment prices
- GAAP gross profit margin 30.3% vs 32.8%, down 2.5 pts; operating margin (1.3)% vs 7.3%, down 8.6 pts due to merger costs and goodwill impairment
- Non-GAAP operating margin 9.8% vs 10.5%, down 0.7 pts; Non-GAAP net earnings $2.75B, up 3.7% YoY
- Best segment: Networking with major revenue growth due to Juniper acquisition; worst: Server and Hybrid Cloud with margin pressure from cost increases
- Cash from operations $2.9B vs $4.3B prior year; free cash flow $986M vs $2.3B; capital allocation includes $13.4B Juniper cash acquisition; $714M and $643M pending divestitures; $275M merger-related charges and $350M cost savings planned through 2027
- Management outlook: macroeconomic uncertainty, supply chain and inflation risks persist; focus on growth in AI, hybrid cloud, edge, and aaS consumption models; expect pricing pressures and competitive environment to continue impacting margins
AI summary of the HPE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Filing text covers trends and organizational context, but excludes quarterly financial results, revenue, margins, cash flow, and segment performance figures
- Near-term headwinds: tariffs, memory-component shortages, elevated inventory, trade restrictions, inflation, foreign exchange, and cautious IT spending
- Cloud & AI, Networking, and Corporate Investments and Other segments following November 2025 reorganization
- Management expects macroeconomic and memory-supply pressures to affect revenue and margin growth in the near term
Risk Factors
- No material changes; risks carried forward from October 31, 2025 10-K and April 30, 2026 10-Q
- New strategic-collaboration exposure from Oracle warrant for up to 4,156,466 shares, exercisable through June 25, 2029
- Regulatory risk from unregistered Oracle warrant issuance relying on Securities Act Section 4(a)(2) and Regulation D
- Customer-concentration risk tied to Oracle purchases and affiliates’ milestone-based product and support commitments
- Capital-allocation risk from $3.2 billion remaining share-repurchase authorization as of July 31, 2026
AI summary of the HPE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Networking Investor Day outlines HPE’s integration progress, technology strategy, and financial outlook for its Networking business
- Juniper Networks integration remains central to HPE’s long-term value-creation plans
Item 2.02: Results of Operations and Financial Condition
- HPE reported fiscal Q3 2026 results for the quarter ended July 31, 2026
- Press release issued September 2, 2026, with financial details in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Quarterly dividend $0.1425 per common share, fourth dividend of fiscal 2026
- Payment scheduled on or about October 16, 2026, for shareholders of record September 17, 2026
Item EX-99.1: Item EX-99.1
- Q3 revenue hit a record $12.2B, up 34% year over year, with diluted GAAP EPS $1.06 versus $0.21
- Networking accelerated sharply, with revenue up 74.9% to $2.9B and Routing revenue up 270.0% to $788M
Item 7.01: Regulation FD Disclosure
- HPE declared $0.953125 per share dividend on 7.625% Series C Mandatory Convertible Preferred Stock
- Payment scheduled September 1, 2026, to shareholders of record August 15, 2026
AI summaries of HPE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HPE
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lane Raymond J. | A | Sep 30, 2026 | 509 | $63.89 |
| REINER GARY M | A | Sep 30, 2026 | 587 | $63.89 |
| HSU CHRISTOPHER P | A | Sep 30, 2026 | 509 | $63.89 |
| RUSSO PATRICIA F | A | Sep 30, 2026 | 616 | $63.89 |
| rahim rami | Sell | Sep 29, 2026 | 27,877 | $61.42 |
| rahim rami | Sell | Sep 29, 2026 | 6,579 | $61.42 |
| REINER GARY M | Sell | Sep 14, 2026 | 17,000 | $56.91 |
| Neri Antonio F | Sell | Sep 11, 2026 | 250,000 | $60.44 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $29.1B | $30.1B | $34.3B |
| Operating Income | $2.1B | $2.2B | -$437.0M |
| Net Income | - | $2.6B | $57.0M |
| Op. Margin | 7.2% | 7.3% | -1.3% |
| Net Margin | - | 8.6% | 0.2% |
| Balance Sheet | |||
| Total Assets | $57.2B | $71.3B | $75.9B |
| Equity | $21.2B | $24.8B | $24.7B |
| ROE | - | 10.4% | 0.2% |
| Per Share | |||
| EPS | $1.54 | $1.93 | $-0.04 |
| Cash Flow | |||
| Operating CF | $4.4B | $4.3B | $2.9B |
Source: XBRL data in Hewlett Packard Enterprise (HPE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HPE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 49 | $28.06B |
| Q1 2026 | 47 | $16.30B |
| Q4 2025 | 42 | $17.14B |
| Q3 2025 | 43 | $17.27B |
| Q2 2025 | 39 | $13.32B |
| Q1 2025 | 38 | $8.43B |
| Q4 2024 | 35 | $8.01B |
| Q3 2024 | 30 | $4.10B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 323 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HPE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 10-Q | Sep 3, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jul 28, 2026 | - | - | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 10-Q | Jun 2, 2026 | Apr 30, 2026 | Analysis | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 14, 2026 | - | Analysis | |
| 4 | May 6, 2026 | - | - |
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HPE SEC filings: frequently asked questions
Are HPE insiders buying or selling?
In the last 90 days, Hewlett Packard Enterprise (HPE) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $19.3 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HPE stock?
As of June 30, 2026, the largest Hewlett Packard Enterprise (HPE) holders among the 13F filers tracked by SignalX were BlackRock ($6.0 billion), Vanguard Capital Management LLC ($3.9 billion), Vanguard Portfolio Management LLC ($3.3 billion), State Street Corp ($3.1 billion), Bank of America Corp ($1.8 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HPE's revenue in fiscal year 2025?
For the fiscal year ended October 31, 2025 (FY2025), Hewlett Packard Enterprise (HPE) reported revenue of $34.3 billion (up 13.8% from FY2024) and net income of $57.0 million. Diluted EPS was -$0.04. The figures come from the XBRL data in the 10-K.
What are the main risks in HPE's latest 10-K?
In the 10-K filed December 18, 2025, Hewlett Packard Enterprise (HPE) flagged: Regulatory risk from EU's Artificial Intelligence Act effective August 2024, imposing compliance costs and limiting AI capabilities embedded in offerings. Geopolitical exposure with 61% revenues outside the U.S., including disruptions from Russia-Ukraine conflict and U.S.-China trade tensions. (AI summary of the Risk Factors section.)
What did HPE report in its latest 8-K?
Hewlett Packard Enterprise (HPE) filed an 8-K on September 30, 2026 reporting Item 7.01 (Regulation FD Disclosure). Networking Investor Day outlines HPE’s integration progress, technology strategy, and financial outlook for its Networking business.
What are the latest HPE SEC filings?
Hewlett Packard Enterprise (HPE) filed its latest 10-K annual report on December 18, 2025, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 30, 2026 and a Form 4 insider filing on October 2, 2026.
What is HPE's SEC CIK number?
Hewlett Packard Enterprise (HPE)'s SEC Central Index Key (CIK) is 1645590. EDGAR lists every HPE filing under that number.
Ask anything about HPE
The research agent reads HPE's filings, financials, insider trades and 13F holders, then answers with sources.