Atria Investments Inc Increases Stake in HealthEquity, Inc. $HQY

Atria Investments Inc lifted its holdings in shares of HealthEquity, Inc. (NASDAQ:HQY) by 68.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 37,742 shares of the company’s stock after purchasing an additional 15,347 shares during the period. Atria Investments Inc’s holdings in HealthEquity were worth $3,577,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in HQY. True Wealth Design LLC increased its holdings in shares of HealthEquity by 3,522.2% in the third quarter. True Wealth Design LLC now owns 326 shares of the company’s stock worth $31,000 after buying an additional 317 shares during the period. Caitong International Asset Management Co. Ltd purchased a new position in HealthEquity in the 2nd quarter worth approximately $33,000. Cullen Frost Bankers Inc. lifted its position in HealthEquity by 172.3% in the second quarter. Cullen Frost Bankers Inc. now owns 354 shares of the company’s stock valued at $37,000 after purchasing an additional 224 shares during the last quarter. Farther Finance Advisors LLC boosted its stake in shares of HealthEquity by 59.3% during the third quarter. Farther Finance Advisors LLC now owns 392 shares of the company’s stock valued at $37,000 after purchasing an additional 146 shares during the period. Finally, AlphaQuest LLC boosted its stake in shares of HealthEquity by 52.2% during the third quarter. AlphaQuest LLC now owns 624 shares of the company’s stock valued at $59,000 after purchasing an additional 214 shares during the period. 99.55% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently commented on the stock. The Goldman Sachs Group lowered shares of HealthEquity from a “neutral” rating to a “sell” rating and set a $89.00 price target for the company. in a report on Friday, January 9th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of HealthEquity in a research note on Thursday, January 22nd. BMO Capital Markets reiterated a “market perform” rating on shares of HealthEquity in a report on Thursday, December 4th. JPMorgan Chase & Co. boosted their price target on HealthEquity from $126.00 to $129.00 and gave the company an “overweight” rating in a report on Thursday, December 4th. Finally, Citigroup reiterated an “outperform” rating on shares of HealthEquity in a report on Thursday, December 4th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $119.60.

Insider Buying and Selling at HealthEquity

In related news, EVP Delano Ladd sold 1,500 shares of the stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $94.72, for a total value of $142,080.00. Following the completion of the transaction, the executive vice president directly owned 73,979 shares in the company, valued at $7,007,290.88. This trade represents a 1.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Elimelech Rosner sold 10,959 shares of the business’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $95.45, for a total transaction of $1,046,036.55. Following the sale, the executive vice president directly owned 45,742 shares in the company, valued at $4,366,073.90. The trade was a 19.33% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 13,959 shares of company stock valued at $1,344,957 in the last three months. Insiders own 1.50% of the company’s stock.

HealthEquity Stock Performance

Shares of HQY opened at $73.88 on Monday. The company has a debt-to-equity ratio of 0.46, a current ratio of 4.13 and a quick ratio of 4.13. HealthEquity, Inc. has a one year low of $72.90 and a one year high of $116.65. The company has a 50-day simple moving average of $88.39 and a two-hundred day simple moving average of $92.23. The firm has a market capitalization of $6.31 billion, a PE ratio of 33.89, a price-to-earnings-growth ratio of 0.92 and a beta of 0.24.

HealthEquity (NASDAQ:HQY) last posted its earnings results on Wednesday, December 3rd. The company reported $1.01 earnings per share for the quarter, topping analysts’ consensus estimates of $0.90 by $0.11. The firm had revenue of $322.16 million for the quarter, compared to the consensus estimate of $320.92 million. HealthEquity had a return on equity of 12.94% and a net margin of 14.86%.The business’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.78 EPS. HealthEquity has set its FY 2026 guidance at 3.870-3.950 EPS. On average, analysts anticipate that HealthEquity, Inc. will post 2.32 EPS for the current fiscal year.

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.