HealthEquity (NASDAQ:HQY) EVP Elimelech Rosner Sells 10,959 Shares

HealthEquity, Inc. (NASDAQ:HQY) 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 transaction, the executive vice president owned 45,742 shares in the company, valued at $4,366,073.90. This represents a 19.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

HealthEquity Price Performance

Shares of HQY stock opened at $95.50 on Friday. HealthEquity, Inc. has a 12 month low of $74.07 and a 12 month high of $116.65. The company has a market capitalization 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 has a 50 day moving average of $97.22 and a two-hundred day moving average of $96.49. The company has a current ratio of 4.13, a quick ratio of 4.13 and a debt-to-equity ratio of 0.46.

HealthEquity (NASDAQ:HQY) last released its quarterly earnings data on Wednesday, December 3rd. The company reported $1.01 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.90 by $0.11. The business had revenue of $322.16 million for 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 quarterly revenue was up 7.2% on a year-over-year basis. During the same period in the previous year, the business posted $0.78 earnings per share. HealthEquity has set its FY 2026 guidance at 3.870-3.950 EPS. As a group, equities analysts expect that HealthEquity, Inc. will post 2.32 EPS for the current year.

Analyst Ratings Changes

HQY has been the topic of a number of analyst reports. KeyCorp lowered their target price on shares of HealthEquity from $125.00 to $120.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 8th. BMO Capital Markets restated a “market perform” rating on shares of HealthEquity in a research report on Thursday, December 4th. BTIG Research reiterated a “buy” rating and issued a $130.00 price target on shares of HealthEquity in a research report on Thursday, December 4th. Barclays began coverage on HealthEquity in a research note on Monday, December 8th. They set an “overweight” rating and a $118.00 price objective for the company. Finally, Royal Bank Of Canada upped their target price on shares of HealthEquity from $109.00 to $110.00 and gave the stock an “outperform” rating in a report on Wednesday, September 3rd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, HealthEquity has an average rating of “Moderate Buy” and an average price target of $120.27.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in HQY. Price T Rowe Associates Inc. MD lifted its stake in HealthEquity by 995.6% in the first quarter. Price T Rowe Associates Inc. MD now owns 639,345 shares of the company’s stock valued at $56,500,000 after buying an additional 580,988 shares during the period. Westfield Capital Management Co. LP grew its position in shares of HealthEquity by 124.6% during the 2nd quarter. Westfield Capital Management Co. LP now owns 1,265,208 shares of the company’s stock worth $132,543,000 after buying an additional 701,819 shares during the period. Banco Bilbao Vizcaya Argentaria S.A. bought a new stake in shares of HealthEquity in the 2nd quarter valued at about $492,000. Artisan Partners Limited Partnership raised its position in shares of HealthEquity by 44.8% in the 2nd quarter. Artisan Partners Limited Partnership now owns 621,647 shares of the company’s stock valued at $65,124,000 after acquiring an additional 192,252 shares during the period. Finally, Ashford Capital Management Inc. boosted its stake in HealthEquity by 2.1% during the 1st quarter. Ashford Capital Management Inc. now owns 274,999 shares of the company’s stock worth $24,302,000 after acquiring an additional 5,687 shares during the last quarter. 99.55% of the stock is owned by institutional investors.

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.