Key Points
- Delano Ladd sold 1,500 shares of HealthEquity on Nov. 20 at an average price of $104.56 for $156,840, lowering his stake to 75,479 shares worth about $7.89 million (disclosed on an SEC Form 4).
- The Nov. 20 sale continues prior insider selling—Ladd also sold 1,500 shares on Oct. 20 at $92.07 and 6,000 shares on Sept. 19 at $94.11—indicating ongoing reductions in his holdings.
- Shares are trading up ~1.7%; HealthEquity has a market cap of $8.93 billion and a P/E of 62.8, with management's FY 2026 guidance of 3.740–3.91 EPS and a consensus analyst target of $119 (consensus rating: Moderate Buy).
HealthEquity, Inc. (NASDAQ:HQY - Get Free Report) EVP Delano Ladd sold 1,500 shares of the company's stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $104.56, for a total value of $156,840.00. Following the completion of the sale, the executive vice president directly owned 75,479 shares of the company's stock, valued at approximately $7,892,084.24. This trade represents a 1.95% 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.
Delano Ladd also recently made the following trade(s):
- On Monday, October 20th, Delano Ladd sold 1,500 shares of HealthEquity stock. The stock was sold at an average price of $92.07, for a total transaction of $138,105.00.
- On Friday, September 19th, Delano Ladd sold 6,000 shares of HealthEquity stock. The shares were sold at an average price of $94.11, for a total transaction of $564,660.00.
HealthEquity Trading Up 1.7%
Shares of NASDAQ HQY opened at $103.64 on Tuesday. The company's fifty day moving average is $95.17 and its 200-day moving average is $96.56. The stock has a market cap of $8.93 billion, a price-to-earnings ratio of 62.81, a P/E/G ratio of 1.36 and a beta of 0.47. HealthEquity, Inc. has a twelve month low of $74.07 and a twelve month high of $116.65. The company has a quick ratio of 4.23, a current ratio of 4.23 and a debt-to-equity ratio of 0.47.
HealthEquity (NASDAQ:HQY - Get Free Report) last released its quarterly earnings data on Tuesday, September 2nd. The company reported $0.92 EPS for the quarter, meeting analysts' consensus estimates of $0.92. The business had revenue of $325.80 million during the quarter, compared to analysts' expectations of $320.68 million. HealthEquity had a net margin of 11.49% and a return on equity of 12.04%. HealthEquity has set its FY 2026 guidance at 3.740-3.91 EPS. Equities research analysts predict that HealthEquity, Inc. will post 2.32 EPS for the current year.
Institutional Trading of HealthEquity
A number of institutional investors have recently made changes to their positions in the business. Invesco Ltd. grew its position in HealthEquity by 50.6% in the first quarter. Invesco Ltd. now owns 2,446,198 shares of the company's stock valued at $216,171,000 after purchasing an additional 821,425 shares in the last quarter. Norges Bank acquired a new stake in shares of HealthEquity in the second quarter valued at about $75,072,000. Westfield Capital Management Co. LP boosted its position in HealthEquity by 124.6% during the second quarter. Westfield Capital Management Co. LP now owns 1,265,208 shares of the company's stock valued at $132,543,000 after purchasing an additional 701,819 shares during the last quarter. AQR Capital Management LLC grew its stake in HealthEquity by 148.5% in the second quarter. AQR Capital Management LLC now owns 1,107,448 shares of the company's stock valued at $116,016,000 after purchasing an additional 661,795 shares in the last quarter. Finally, Nuveen LLC acquired a new position in shares of HealthEquity during the 1st quarter worth approximately $53,076,000. Institutional investors own 99.55% of the company's stock.
Analysts Set New Price Targets
Several research firms have recently weighed in on HQY. KeyCorp cut their price objective on HealthEquity from $125.00 to $120.00 and set an "overweight" rating on the stock in a report on Wednesday, October 8th. Wall Street Zen lowered shares of HealthEquity from a "buy" rating to a "hold" rating in a research note on Saturday, November 15th. Jefferies Financial Group increased their price objective on shares of HealthEquity from $130.00 to $134.00 and gave the stock a "buy" rating in a research report on Wednesday, September 3rd. Royal Bank Of Canada raised their price objective on shares of HealthEquity from $109.00 to $110.00 and gave the stock an "outperform" rating in a report on Wednesday, September 3rd. Finally, Weiss Ratings reaffirmed a "hold (c+)" rating on shares of HealthEquity in a research note on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $119.00.
Read Our Latest Research Report on HQY
About HealthEquity
(
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HealthEquity, Inc provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, receive personalized benefit information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts.
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