Key Points
- Delano Ladd sold 1,500 shares of HealthEquity on Dec. 19 at an average price of $94.72 for $142,080, leaving him with 73,979 shares and a 1.99% reduction in his ownership.
- The Dec. 19 sale continues a recent pattern of insider disposals — he also sold 1,500 shares on Nov. 20 at $104.56 and 1,500 on Oct. 20 at $92.07.
- HealthEquity recently beat quarterly estimates (EPS $1.01 vs. $0.90), set FY2026 guidance of $3.870–$3.950 EPS, and has an average analyst price target of $120.27 with a "Moderate Buy" consensus; market cap ≈ $7.9B.
HealthEquity, Inc. (NASDAQ:HQY - Get Free Report) EVP Delano Ladd sold 1,500 shares of the firm's stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $94.72, for a total transaction of $142,080.00. Following the completion of the transaction, the executive vice president directly owned 73,979 shares in the company, valued at $7,007,290.88. This trade represents a 1.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.
Delano Ladd also recently made the following trade(s):
- On Thursday, November 20th, Delano Ladd sold 1,500 shares of HealthEquity stock. The shares were sold at an average price of $104.56, for a total value of $156,840.00.
- On Monday, October 20th, Delano Ladd sold 1,500 shares of HealthEquity stock. The shares were sold at an average price of $92.07, for a total value of $138,105.00.
HealthEquity Stock Performance
Shares of HealthEquity stock opened at $92.69 on Wednesday. The business's 50 day moving average price is $97.21 and its 200 day moving average price is $96.05. The company has a market cap of $7.92 billion, a price-to-earnings ratio of 42.52, a PEG ratio of 1.36 and a beta of 0.18. The company has a debt-to-equity ratio of 0.46, a quick ratio of 4.13 and a current ratio of 4.13. HealthEquity, Inc. has a one year low of $74.07 and a one year high of $116.65.
HealthEquity (NASDAQ:HQY - Get Free Report) last issued its earnings results on Wednesday, December 3rd. The company reported $1.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.90 by $0.11. HealthEquity had a return on equity of 12.94% and a net margin of 14.86%.The company had revenue of $322.16 million during the quarter, compared to analysts' expectations of $320.92 million. During the same period in the prior year, the business earned $0.78 EPS. The firm's quarterly revenue was up 7.2% on a year-over-year basis. HealthEquity has set its FY 2026 guidance at 3.870-3.950 EPS. On average, research analysts predict that HealthEquity, Inc. will post 2.32 EPS for the current year.
Wall Street Analysts Forecast Growth
Several brokerages recently weighed in on HQY. 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 research report on Wednesday, September 3rd. Jefferies Financial Group lifted their target price on shares of HealthEquity from $130.00 to $134.00 and gave the company a "buy" rating in a report on Wednesday, September 3rd. Citigroup reissued an "outperform" rating on shares of HealthEquity in a research report on Thursday, December 4th. KeyCorp lowered their price target on HealthEquity from $125.00 to $120.00 and set an "overweight" rating for the company in a research report on Wednesday, October 8th. Finally, JMP Securities set a $122.00 price objective on HealthEquity in a research note on Thursday, December 4th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $120.27.
View Our Latest Stock Analysis on HealthEquity
Hedge Funds Weigh In On HealthEquity
Several hedge funds and other institutional investors have recently added to or reduced their stakes in HQY. Farther Finance Advisors LLC grew its stake in shares of HealthEquity by 232.4% in the second quarter. Farther Finance Advisors LLC now owns 246 shares of the company's stock worth $26,000 after acquiring an additional 172 shares in the last quarter. WPG Advisers LLC purchased a new position in HealthEquity in the first quarter valued at $28,000. True Wealth Design LLC grew its stake in HealthEquity by 3,522.2% during the 3rd quarter. True Wealth Design LLC now owns 326 shares of the company's stock worth $31,000 after purchasing an additional 317 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in HealthEquity during the 2nd quarter worth $33,000. Finally, Cullen Frost Bankers Inc. increased its holdings in HealthEquity by 172.3% during the 2nd quarter. Cullen Frost Bankers Inc. now owns 354 shares of the company's stock worth $37,000 after purchasing an additional 224 shares during the period. Hedge funds and other institutional investors own 99.55% of the company's stock.
About HealthEquity
(
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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