Dimensional Fund Advisors LP Acquires 87,177 Shares of HealthStream, Inc. $HSTM

Dimensional Fund Advisors LP lifted its holdings in HealthStream, Inc. (NASDAQ:HSTM) by 6.4% in the 1st quarter, Holdings Channel.com reports. The firm owned 1,456,043 shares of the technology company’s stock after buying an additional 87,177 shares during the quarter. Dimensional Fund Advisors LP’s holdings in HealthStream were worth $30,156,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of HSTM. Copeland Capital Management LLC boosted its holdings in shares of HealthStream by 6.2% in the fourth quarter. Copeland Capital Management LLC now owns 887,553 shares of the technology company’s stock valued at $20,476,000 after buying an additional 51,470 shares during the period. SG Americas Securities LLC raised its holdings in shares of HealthStream by 40.1% during the fourth quarter. SG Americas Securities LLC now owns 40,524 shares of the technology company’s stock worth $935,000 after acquiring an additional 11,609 shares during the period. Louisiana State Employees Retirement System bought a new stake in HealthStream in the 1st quarter valued at $217,000. Diversified Trust Co lifted its position in HealthStream by 12.1% in the 1st quarter. Diversified Trust Co now owns 13,717 shares of the technology company’s stock valued at $284,000 after acquiring an additional 1,480 shares in the last quarter. Finally, AG Campbell Advisory LLC acquired a new position in HealthStream in the 4th quarter worth $137,000. 69.58% of the stock is owned by institutional investors.

HealthStream Trading Up 5.2%

HealthStream stock opened at $29.80 on Wednesday. The stock’s 50 day moving average is $27.00 and its 200-day moving average is $23.41. The company has a market capitalization of $870.76 million, a price-to-earnings ratio of 44.48, a PEG ratio of 3.21 and a beta of 0.44. HealthStream, Inc. has a 12 month low of $19.50 and a 12 month high of $31.11.

HealthStream (NASDAQ:HSTM) last posted its quarterly earnings data on Monday, August 3rd. The technology company reported $0.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.17 by $0.06. The firm had revenue of $83.73 million during the quarter, compared to the consensus estimate of $80.82 million. HealthStream had a net margin of 6.60% and a return on equity of 6.83%. As a group, equities research analysts predict that HealthStream, Inc. will post 0.74 earnings per share for the current fiscal year.

HealthStream Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Monday, August 17th will be given a $0.035 dividend. This represents a $0.14 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Monday, August 17th. HealthStream’s payout ratio is currently 20.90%.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on HSTM. Canaccord Genuity Group lifted their price target on HealthStream from $24.00 to $27.00 and gave the company a “hold” rating in a research note on Tuesday, July 21st. Wall Street Zen raised HealthStream from a “hold” rating to a “buy” rating in a research report on Saturday, May 9th. Finally, Weiss Ratings upgraded HealthStream from a “hold (c-)” rating to a “hold (c)” rating in a report on Tuesday, June 23rd. Three analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $27.00.

Key Stories Impacting HealthStream

Here are the key news stories impacting HealthStream this week:

• Positive Sentiment: Strong Q2 earnings beat: HealthStream reported diluted EPS of $0.23, up from $0.18 a year earlier and above the $0.17 analyst consensus. Revenue reached a record $83.7 million, rising 12.5% year over year and exceeding the $80.8 million estimate. HealthStream Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Profitability improved: Operating income rose 41.4% to $8.3 million, net income increased 23.8% to $6.7 million, and adjusted EBITDA grew 16.9% to $20.6 million. The results suggest operating leverage alongside continued revenue growth. HealthStream Announces Second Quarter 2026 Results
• Positive Sentiment: 2026 outlook updated: The company projected full-year revenue of $327 million to $332 million, versus consensus of approximately $327.2 million, and net income of $19.5 million to $22.2 million. The outlook update was viewed favorably following the quarterly beat. HealthStream Posts Strong Q2 Results and Raises Guidance
• Positive Sentiment: Shareholder returns: HealthStream declared a quarterly dividend of $0.035 per share, payable August 28 to shareholders of record August 17, and repurchased 432,476 shares for $9.3 million during the first half of 2026. The company also reported $66.7 million in cash and marketable securities and no borrowed-money debt. HealthStream Q2 Revenue Rises to Record $83.7 Million
• Neutral Sentiment: Management’s Q2 earnings call provided additional commentary on the results and 2026 outlook, which investors will monitor for evidence that the growth trajectory can continue. HealthStream Q2 2026 Earnings Call Transcript
• Negative Sentiment: Some insider activity was unfavorable: reported transactions showed three insider sales and no purchases over the past six months. This is a secondary concern compared with the earnings beat and improved outlook.

Insider Buying and Selling

In related news, Director Linda Rebrovick sold 6,000 shares of the stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $29.00, for a total value of $174,000.00. Following the completion of the transaction, the director owned 51,329 shares of the company’s stock, valued at $1,488,541. This represents a 10.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Kevin P. O’hara sold 3,000 shares of HealthStream stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $24.08, for a total value of $72,240.00. Following the sale, the executive vice president directly owned 20,982 shares in the company, valued at $505,246.56. The trade was a 12.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 11,000 shares of company stock valued at $296,240. 20.40% of the stock is owned by corporate insiders.

HealthStream Profile

HealthStream, Inc is a Nashville, Tennessee–based provider of workforce development and learning management solutions for healthcare organizations. Since its founding in 1990, the company has focused on helping hospitals, clinics and other care providers streamline staff training, ensure regulatory compliance and monitor employee performance. HealthStream’s platform integrates online courses, skill competency assessments and credential management tools to support workforce readiness across the healthcare continuum.

The company’s core offerings include a learning management system (LMS) designed specifically for clinical and nonclinical personnel, a competency management suite that tracks skill acquisition and validation, and a content library featuring evidence-based clinical and compliance training modules.