HealthEquity, Inc. $HQY Shares Sold by CIBC Private Wealth Group LLC

CIBC Private Wealth Group LLC cut its position in shares of HealthEquity, Inc. (NASDAQ:HQY) by 81.1% during the third quarter, Holdings Channel.com reports. The firm owned 213,406 shares of the company’s stock after selling 913,648 shares during the quarter. CIBC Private Wealth Group LLC’s holdings in HealthEquity were worth $20,224,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of HQY. Simplify Asset Management Inc. purchased a new stake in shares of HealthEquity in the 3rd quarter valued at approximately $1,498,000. 12th Street Asset Management Company LLC raised its position in shares of HealthEquity by 114.4% during the 3rd quarter. 12th Street Asset Management Company LLC now owns 272,068 shares of the company’s stock valued at $25,784,000 after buying an additional 145,151 shares during the period. Oppenheimer Asset Management Inc. raised its position in shares of HealthEquity by 45.5% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 155,543 shares of the company’s stock valued at $14,741,000 after buying an additional 48,621 shares during the period. Bessemer Group Inc. lifted its holdings in HealthEquity by 21.3% in the third quarter. Bessemer Group Inc. now owns 349,342 shares of the company’s stock valued at $33,108,000 after acquiring an additional 61,317 shares during the last quarter. Finally, GDS Wealth Management lifted its holdings in HealthEquity by 15.7% in the third quarter. GDS Wealth Management now owns 100,969 shares of the company’s stock valued at $9,569,000 after acquiring an additional 13,682 shares during the last quarter. 99.55% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about HealthEquity

Here are the key news stories impacting HealthEquity this week:

• Positive Sentiment: Deutsche Bank raised its price target to $128 and kept a “buy” rating — the new target implies ~57.8% upside from the current price, signaling strong analyst conviction. Deutsche Bank price target raise
• Positive Sentiment: Q4 2026 results and call highlighted record HSA growth, revenue and EPS beats (quarterly revenue and EPS modestly ahead of consensus), supporting continued top-line momentum and cash economics. HQY Q4 2026 Earnings Call Highlights
• Positive Sentiment: Seeking Alpha published a rating upgrade citing improved cash economics, which reinforces buy-side theses around margin expansion and free cash flow improvement. Seeking Alpha upgrade
• Positive Sentiment: Press roundup / analyst commentary piece flagged HealthEquity among bullish healthcare names, adding to positive market narrative. Globe & Mail analyst roundup
• Neutral Sentiment: Full Q4 earnings call transcripts were posted across outlets (MSN, Seeking Alpha, Yahoo) — useful for digging into management commentary on enrollment, revenue cadence and margin drivers but not new information beyond the released results. MSN earnings transcript Seeking Alpha earnings transcript
• Negative Sentiment: Barrington Research trimmed its price target from $125 to $110 (still “outperform”), reducing upside assumptions to ~35.6% and signaling slightly less bullishness from one coverage shop. Barrington price target update
• Negative Sentiment: JPMorgan lowered its target from $129 to $123 but maintained an “overweight” rating, trimming some upside expectations while staying constructive (~51.6% implied upside). JPMorgan price target update
• Negative Sentiment: RBC cut its target from $110 to $100 (still “outperform”), tightening the analyst target band and signaling a more cautious near-term view. RBC price target update

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the company. UBS Group set a $110.00 target price on HealthEquity in a research note on Tuesday, February 17th. Citigroup reaffirmed an “outperform” rating on shares of HealthEquity in a research note on Thursday, December 4th. Wall Street Zen upgraded HealthEquity from a “hold” rating to a “buy” rating in a report on Monday, January 19th. Raymond James Financial set a $100.00 price objective on HealthEquity in a research report on Tuesday, February 17th. Finally, JPMorgan Chase & Co. reduced their price objective on shares of HealthEquity from $129.00 to $123.00 and set an “overweight” rating on the stock in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $110.36.

HealthEquity Stock Up 2.0%

HealthEquity stock opened at $81.13 on Friday. The company has a market capitalization of $6.85 billion, a PE ratio of 32.98, a price-to-earnings-growth ratio of 0.99 and a beta of 0.26. The company has a debt-to-equity ratio of 0.45, a quick ratio of 4.13 and a current ratio of 3.27. HealthEquity, Inc. has a fifty-two week low of $72.76 and a fifty-two week high of $116.65. The firm has a 50 day moving average price of $80.59 and a 200 day moving average price of $90.13.

HealthEquity (NASDAQ:HQY) last released its quarterly earnings results on Tuesday, March 17th. The company reported $0.95 EPS for the quarter, topping analysts’ consensus estimates of $0.90 by $0.05. HealthEquity had a return on equity of 13.86% and a net margin of 16.39%.The company had revenue of $334.59 million for the quarter, compared to analysts’ expectations of $332.48 million. The firm’s revenue for the quarter was up 7.3% compared to the same quarter last year. Research analysts expect that HealthEquity, Inc. will post 2.32 earnings per share for the current year.

HealthEquity Company Profile

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.