HealthEquity, Inc. (NASDAQ:HQY) Receives Average Recommendation of “Moderate Buy” from Brokerages

HealthEquity, Inc. (NASDAQ:HQY) has been given an average rating of “Moderate Buy” by the seventeen research firms that are currently covering the firm, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, two have issued a hold rating, twelve have given a buy rating and two have given a strong buy rating to the company. The average 1 year price objective among brokerages that have issued ratings on the stock in the last year is $119.60.

Several research analysts have recently weighed in on the stock. Barrington Research restated an “outperform” rating and issued a $125.00 target price on shares of HealthEquity in a research note on Thursday, December 4th. Citizens Jmp upped their price objective on shares of HealthEquity from $117.00 to $122.00 and gave the company a “market outperform” rating in a research report on Thursday, December 4th. Barclays assumed coverage on HealthEquity in a research report on Monday, December 8th. They set an “overweight” rating and a $118.00 target price on the stock. BMO Capital Markets reiterated a “market perform” rating on shares of HealthEquity in a research note on Thursday, December 4th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of HealthEquity in a research note on Thursday, January 22nd.

Insider Buying and Selling

In other news, 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 sale, the executive vice president 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Delano Ladd sold 1,500 shares of the company’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $94.72, for a total transaction of $142,080.00. Following the completion of the sale, the executive vice president owned 73,979 shares in the company, valued at approximately $7,007,290.88. This trade represents a 1.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 13,959 shares of company stock valued at $1,344,957 in the last three months. Corporate insiders own 1.50% of the company’s stock.

Institutional Trading of HealthEquity

Several hedge funds and other institutional investors have recently bought and sold shares of the company. True Wealth Design LLC lifted its holdings 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 buying an additional 317 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in shares of HealthEquity during the 2nd quarter valued at approximately $33,000. Cullen Frost Bankers Inc. lifted its stake in HealthEquity by 172.3% during the second 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 last quarter. Farther Finance Advisors LLC boosted its holdings in HealthEquity by 59.3% in the third quarter. Farther Finance Advisors LLC now owns 392 shares of the company’s stock worth $37,000 after purchasing an additional 146 shares during the period. Finally, Torren Management LLC bought a new stake in HealthEquity during the fourth quarter valued at $40,000. 99.55% of the stock is owned by institutional investors.

HealthEquity Trading Up 0.3%

Shares of HQY opened at $79.45 on Monday. HealthEquity has a 12 month low of $74.07 and a 12 month high of $116.65. The stock’s 50-day moving average is $90.56 and its two-hundred day moving average is $92.93. 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 stock has a market cap of $6.79 billion, a PE ratio of 36.44, a P/E/G ratio of 0.99 and a beta of 0.24.

HealthEquity (NASDAQ:HQY) last announced its earnings results on Wednesday, December 3rd. The company reported $1.01 EPS for the quarter, beating the consensus estimate of $0.90 by $0.11. The business had revenue of $322.16 million for the quarter, compared to the consensus estimate of $320.92 million. HealthEquity had a return on equity of 12.94% and a net margin of 14.86%.The company’s revenue was up 7.2% on a year-over-year basis. During the same period last year, the business posted $0.78 EPS. HealthEquity has set its FY 2026 guidance at 3.870-3.950 EPS. Equities analysts forecast that HealthEquity will post 2.32 earnings per share for the current fiscal year.

About HealthEquity

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.