Q3 EPS Estimates for HealthEquity Lifted by Zacks Research

HealthEquity, Inc. (NASDAQ:HQY) – Research analysts at Zacks Research upped their Q3 2026 earnings per share estimates for HealthEquity in a research report issued to clients and investors on Monday, July 14th. Zacks Research analyst R. Department now anticipates that the company will post earnings per share of $0.74 for the quarter, up from their previous forecast of $0.73. The consensus estimate for HealthEquity’s current full-year earnings is $2.32 per share. Zacks Research also issued estimates for HealthEquity’s Q2 2027 earnings at $0.94 EPS, Q4 2027 earnings at $0.94 EPS, FY2027 earnings at $3.56 EPS, Q1 2028 earnings at $0.98 EPS and FY2028 earnings at $3.96 EPS.

Other analysts also recently issued research reports about the company. The Goldman Sachs Group boosted their price target on HealthEquity from $94.00 to $104.00 and gave the company a “neutral” rating in a research note on Wednesday, June 4th. Deutsche Bank Aktiengesellschaft increased their target price on HealthEquity from $98.00 to $115.00 and gave the company a “buy” rating in a report on Thursday, June 5th. Bank of America increased their price target on HealthEquity from $110.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, June 4th. JMP Securities increased their price objective on HealthEquity from $110.00 to $117.00 and gave the stock a “market outperform” rating in a research report on Wednesday, June 4th. Finally, Barrington Research raised their price target on HealthEquity from $112.00 to $125.00 and gave the stock an “outperform” rating in a research report on Thursday, June 5th. One analyst has rated the stock with a hold rating, ten have assigned a buy rating and one has given a strong buy rating to the company’s stock. According to MarketBeat.com, HealthEquity currently has an average rating of “Buy” and an average price target of $118.55.

HealthEquity Trading Up 2.5%

HQY opened at $100.12 on Thursday. The firm has a market cap of $8.66 billion, a price-to-earnings ratio of 73.08, a PEG ratio of 1.51 and a beta of 0.49. The company has a current ratio of 4.06, a quick ratio of 4.06 and a debt-to-equity ratio of 0.50. HealthEquity has a 12 month low of $65.01 and a 12 month high of $116.65. The stock has a fifty day moving average price of $101.51 and a 200-day moving average price of $98.45.

HealthEquity (NASDAQ:HQY) last released its quarterly earnings data on Tuesday, June 3rd. The company reported $0.97 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $322.25 million. During the same quarter in the previous year, the company posted $0.80 EPS.

Hedge Funds Weigh In On HealthEquity

Large investors have recently modified their holdings of the stock. Proficio Capital Partners LLC bought a new stake in HealthEquity during the fourth quarter worth approximately $39,000. Avantax Advisory Services Inc. boosted its stake in HealthEquity by 23.4% in the 4th quarter. Avantax Advisory Services Inc. now owns 9,645 shares of the company’s stock worth $925,000 after purchasing an additional 1,827 shares during the period. Swiss National Bank boosted its stake in HealthEquity by 1.1% in the 4th quarter. Swiss National Bank now owns 171,700 shares of the company’s stock worth $16,475,000 after purchasing an additional 1,800 shares during the period. Skandinaviska Enskilda Banken AB publ grew its holdings in shares of HealthEquity by 1,934.8% during the 4th quarter. Skandinaviska Enskilda Banken AB publ now owns 468 shares of the company’s stock valued at $45,000 after acquiring an additional 445 shares in the last quarter. Finally, Cibc World Markets Corp purchased a new position in shares of HealthEquity during the 4th quarter valued at $770,000. Institutional investors own 99.55% of the company’s stock.

Insider Buying and Selling at HealthEquity

In other news, EVP Michael Henry Fiore sold 1,794 shares of the company’s stock in a transaction on Monday, July 7th. The stock was sold at an average price of $101.73, for a total transaction of $182,503.62. Following the completion of the sale, the executive vice president directly owned 53,225 shares in the company, valued at $5,414,579.25. This represents a 3.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP Elimelech Rosner sold 58,000 shares of the company’s stock in a transaction on Friday, June 6th. The stock was sold at an average price of $112.56, for a total transaction of $6,528,480.00. Following the sale, the executive vice president directly owned 75,689 shares of the company’s stock, valued at approximately $8,519,553.84. This trade represents a 43.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 291,744 shares of company stock worth $32,705,007. Insiders own 1.50% of the company’s stock.

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.