Q2 EPS Estimates for HealthEquity Lifted by Zacks Research

HealthEquity, Inc. (NASDAQ:HQY) – Stock analysts at Zacks Research raised their Q2 2026 earnings per share (EPS) estimates for HealthEquity in a report issued on Tuesday, June 24th. Zacks Research analyst R. Department now anticipates that the company will post earnings of $0.70 per share for the quarter, up from their prior forecast of $0.68. The consensus estimate for HealthEquity’s current full-year earnings is $2.32 per share. Zacks Research also issued estimates for HealthEquity’s Q3 2026 earnings at $0.73 EPS, Q4 2026 earnings at $0.76 EPS, FY2026 earnings at $3.05 EPS, Q1 2027 earnings at $0.81 EPS, Q4 2027 earnings at $0.96 EPS, FY2027 earnings at $3.59 EPS, Q1 2028 earnings at $0.99 EPS and FY2028 earnings at $4.18 EPS.

HealthEquity (NASDAQ:HQY) last issued its quarterly earnings data on Tuesday, June 3rd. The company reported $0.97 EPS for the quarter, beating analysts’ consensus estimates of $0.81 by $0.16. HealthEquity had a return on equity of 11.01% and a net margin of 9.80%. The business had revenue of $330.80 million for the quarter, compared to analyst estimates of $322.25 million. During the same quarter in the prior year, the firm posted $0.80 EPS.

HQY has been the subject of a number of other reports. Bank of America boosted their price objective on shares of HealthEquity from $110.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, June 4th. Royal Bank Of Canada boosted their target price on shares of HealthEquity from $112.00 to $117.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 4th. KeyCorp lowered their price target on HealthEquity from $110.00 to $100.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 16th. The Goldman Sachs Group lifted their price objective on HealthEquity from $94.00 to $104.00 and gave the stock a “neutral” rating in a research note on Wednesday, June 4th. Finally, Raymond James Financial upgraded HealthEquity from an “outperform” rating to a “strong-buy” rating and decreased their target price for the company from $120.00 to $115.00 in a research note on Tuesday, March 25th. One equities research analyst has rated the stock with a hold rating, ten have issued a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat, HealthEquity has a consensus rating of “Buy” and an average target price of $118.09.

HealthEquity Trading Up 0.0%

Shares of HQY stock opened at $104.88 on Friday. HealthEquity has a 12 month low of $65.01 and a 12 month high of $116.65. The company has a quick ratio of 4.06, a current ratio of 4.06 and a debt-to-equity ratio of 0.50. The business’s 50 day moving average is $98.01 and its two-hundred day moving average is $98.00. The company has a market cap of $9.07 billion, a PE ratio of 76.55, a price-to-earnings-growth ratio of 1.61 and a beta of 0.49.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Pier Capital LLC bought a new position in shares of HealthEquity during the fourth quarter valued at $8,024,000. HighTower Advisors LLC increased its position in shares of HealthEquity by 4.8% during the 4th quarter. HighTower Advisors LLC now owns 95,075 shares of the company’s stock worth $9,122,000 after purchasing an additional 4,370 shares in the last quarter. Wells Fargo & Company MN increased its position in shares of HealthEquity by 4.7% during the 4th quarter. Wells Fargo & Company MN now owns 124,940 shares of the company’s stock worth $11,988,000 after purchasing an additional 5,594 shares in the last quarter. Geneva Capital Management LLC lifted its holdings in HealthEquity by 24.6% during the 4th quarter. Geneva Capital Management LLC now owns 1,048,903 shares of the company’s stock valued at $100,642,000 after purchasing an additional 206,894 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its position in HealthEquity by 2.4% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 1,086,811 shares of the company’s stock valued at $104,280,000 after buying an additional 25,004 shares in the last quarter. Institutional investors own 99.55% of the company’s stock.

Insider Buying and Selling

In other news, EVP Michael Henry Fiore sold 8,881 shares of HealthEquity stock in a transaction dated Friday, April 4th. The shares were sold at an average price of $78.26, for a total transaction of $695,027.06. Following the sale, the executive vice president now directly owns 56,655 shares in the company, valued at approximately $4,433,820.30. The trade was a 13.55% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Elimelech Rosner sold 58,000 shares of the company’s stock in a transaction dated Friday, June 6th. The shares were sold at an average price of $112.56, for a total transaction of $6,528,480.00. Following the completion of the sale, the executive vice president now directly owns 75,689 shares in the company, valued at approximately $8,519,553.84. The trade was a 43.38% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 304,581 shares of company stock valued at $33,664,018 over the last three months. 1.50% of the stock is owned by corporate insiders.

HealthEquity Company Profile

HealthEquity, Inc provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, receive personalized benefit information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts.