HealthEquity, Inc. (NASDAQ:HQY) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of HealthEquity, Inc. (NASDAQ:HQY) have earned an average recommendation of “Moderate Buy” from the seventeen ratings firms that are covering the company, MarketBeat.com reports. One analyst has rated the stock with a sell recommendation, two have assigned a hold recommendation, twelve have issued a buy recommendation and two have given a strong buy recommendation to the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $119.60.

A number of equities analysts have recently weighed in on HQY shares. Citigroup reaffirmed an “outperform” rating on shares of HealthEquity in a research note on Thursday, December 4th. BMO Capital Markets reiterated a “market perform” rating on shares of HealthEquity in a research report on Thursday, December 4th. JMP Securities set a $122.00 target price on HealthEquity in a report on Thursday, December 4th. JPMorgan Chase & Co. lifted their price target on HealthEquity from $126.00 to $129.00 and gave the stock an “overweight” rating in a research note on Thursday, December 4th. Finally, KeyCorp boosted their price objective on shares of HealthEquity from $120.00 to $125.00 and gave the stock an “overweight” rating in a research report on Thursday, January 8th.

Insider Activity at HealthEquity

In other news, EVP Delano Ladd sold 1,500 shares of the firm’s stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 73,979 shares of the company’s stock, valued at $7,007,290.88. This trade represents a 1.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Elimelech Rosner sold 10,959 shares of HealthEquity stock in a transaction that occurred on Thursday, December 18th. The stock was 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 of the company’s stock, valued at $4,366,073.90. This represents a 19.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 13,959 shares of company stock worth $1,344,957 over the last quarter. Company insiders own 1.50% of the company’s stock.

Institutional Trading of HealthEquity

Large investors have recently made changes to their positions in the stock. Simplify Asset Management Inc. purchased a new stake in shares of HealthEquity during the 3rd quarter worth about $1,498,000. Bessemer Group Inc. grew its stake in HealthEquity by 21.3% during the third quarter. Bessemer Group Inc. now owns 349,342 shares of the company’s stock worth $33,108,000 after buying an additional 61,317 shares during the period. GDS Wealth Management grew its stake in HealthEquity by 15.7% during the third quarter. GDS Wealth Management now owns 100,969 shares of the company’s stock worth $9,569,000 after buying an additional 13,682 shares during the period. Westfield Capital Management Co. LP increased its position in shares of HealthEquity by 124.6% in the second quarter. Westfield Capital Management Co. LP now owns 1,265,208 shares of the company’s stock worth $132,543,000 after acquiring an additional 701,819 shares in the last quarter. Finally, Banco Bilbao Vizcaya Argentaria S.A. purchased a new position in shares of HealthEquity in the 2nd quarter valued at $492,000. Institutional investors and hedge funds own 99.55% of the company’s stock.

HealthEquity Trading Up 0.3%

NASDAQ HQY opened at $79.45 on Monday. The company has a quick ratio of 4.13, a current ratio of 4.13 and a debt-to-equity ratio of 0.46. The stock has a market capitalization of $6.79 billion, a P/E ratio of 36.44, a P/E/G ratio of 0.99 and a beta of 0.24. HealthEquity has a 52-week low of $74.07 and a 52-week high of $116.65. The firm has a 50-day moving average price of $90.56 and a 200 day moving average price of $92.93.

HealthEquity (NASDAQ:HQY) last released its earnings results on Wednesday, December 3rd. The company reported $1.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.90 by $0.11. The company 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%.The firm’s quarterly revenue was up 7.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.78 EPS. HealthEquity has set its FY 2026 guidance at 3.870-3.950 EPS. Equities research analysts expect that HealthEquity will post 2.32 EPS for the current year.

HealthEquity Company Profile

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.