Key Points
- EVP Elimelech Rosner sold 10,959 shares on December 18 at an average price of $95.45 for total proceeds of $1,046,036.55, reducing his stake by 19.33% to 45,742 shares (SEC Form 4 filed).
- HealthEquity beat Q results with $1.01 EPS vs $0.90 est. and $322.2M revenue (up 7.2% YoY), and set FY2026 guidance of $3.870–$3.950 EPS.
- Analysts show a consensus "Moderate Buy" with a $120.27 price target; shares trade around $95.50 (1yr range $74.07–$116.65) and the company has an ~$8.16B market cap.
HealthEquity, Inc. (NASDAQ:HQY - Get Free Report) EVP Elimelech Rosner sold 10,959 shares of the business's stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $95.45, for a total value of $1,046,036.55. Following the completion of the transaction, the executive vice president directly owned 45,742 shares of the company's stock, valued at approximately $4,366,073.90. The trade was a 19.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink.
HealthEquity Stock Performance
NASDAQ HQY opened at $95.50 on Friday. HealthEquity, Inc. has a one year low of $74.07 and a one year high of $116.65. The company has a debt-to-equity ratio of 0.46, a current ratio of 4.13 and a quick ratio of 4.13. The firm has a market cap of $8.16 billion, a P/E ratio of 43.81, a P/E/G ratio of 1.38 and a beta of 0.18. The stock's 50-day moving average is $97.22 and its 200-day moving average is $96.49.
HealthEquity (NASDAQ:HQY - Get Free Report) last posted its earnings results on Wednesday, December 3rd. The company reported $1.01 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.90 by $0.11. The business had revenue of $322.16 million during the quarter, compared to analysts' expectations of $320.92 million. HealthEquity had a return on equity of 12.94% and a net margin of 14.86%.HealthEquity's revenue for the quarter was up 7.2% compared to the same quarter last year. During the same period in the prior year, the business earned $0.78 EPS. HealthEquity has set its FY 2026 guidance at 3.870-3.950 EPS. Sell-side analysts anticipate that HealthEquity, Inc. will post 2.32 earnings per share for the current fiscal year.
Analyst Ratings Changes
Several research firms recently commented on HQY. BTIG Research reaffirmed a "buy" rating and issued a $130.00 price objective on shares of HealthEquity in a research report on Thursday, December 4th. Royal Bank Of Canada increased their price objective on HealthEquity from $109.00 to $110.00 and gave the stock an "outperform" rating in a report on Wednesday, September 3rd. Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $120.00 target price on shares of HealthEquity in a research note on Friday, December 5th. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of HealthEquity in a research note on Wednesday, October 8th. Finally, Wall Street Zen lowered shares of HealthEquity from a "buy" rating to a "hold" rating in a research report on Saturday, November 15th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, HealthEquity presently has a consensus rating of "Moderate Buy" and a consensus price target of $120.27.
Get Our Latest Stock Report on HQY
Institutional Investors Weigh In On HealthEquity
A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Norges Bank bought a new position in shares of HealthEquity in the second quarter valued at $75,072,000. Westfield Capital Management Co. LP lifted its stake in HealthEquity by 124.6% in 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 acquiring an additional 701,819 shares during the last quarter. AQR Capital Management LLC raised its holdings in shares of HealthEquity by 148.5% in the 2nd 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 during the period. Price T Rowe Associates Inc. MD lifted its stake in HealthEquity by 995.6% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 639,345 shares of the company's stock valued at $56,500,000 after purchasing an additional 580,988 shares during the last quarter. Finally, Ameriprise Financial Inc. grew its holdings in HealthEquity by 148.1% during the first quarter. Ameriprise Financial Inc. now owns 669,939 shares of the company's stock worth $59,203,000 after purchasing an additional 399,897 shares during the period. Institutional investors own 99.55% of the company's stock.
HealthEquity Company Profile
(
Get Free Report)
HealthEquity, Inc (NASDAQ: HQY) is a leading administrator of consumer-directed health accounts and related benefit solutions in the United States. Founded in 2002 and headquartered in Draper, Utah, the company specializes in health savings accounts (HSAs) and offers complementary services such as flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), COBRA administration and commuter benefits. Through its technology-driven platform, HealthEquity enables employers, health plans and individuals to streamline account management, improve cost transparency and encourage more informed healthcare spending.
Serving millions of members across all 50 states, HealthEquity leverages an open-architecture ecosystem that integrates with health plans, payroll providers and financial institutions.
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