HealthEquity (NASDAQ:HQY – Free Report) had its target price decreased by Barrington Research from $125.00 to $110.00 in a research report report published on Wednesday morning,Benzinga reports. Barrington Research currently has an outperform rating on the stock.
Several other research analysts also recently commented on HQY. KeyCorp boosted their target price on HealthEquity from $120.00 to $125.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. BTIG Research decreased their price target on shares of HealthEquity from $130.00 to $110.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Citigroup reiterated an “outperform” rating on shares of HealthEquity in a research report on Thursday, December 4th. The Goldman Sachs Group downgraded shares of HealthEquity from a “neutral” rating to a “sell” rating and set a $89.00 price objective for the company. in a research note on Friday, January 9th. Finally, Royal Bank Of Canada cut their target price on shares of HealthEquity from $110.00 to $100.00 and set an “outperform” rating on the stock in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $109.79.
Check Out Our Latest Analysis on HealthEquity
HealthEquity Trading Up 0.2%
HealthEquity (NASDAQ:HQY – Get Free Report) last announced its quarterly earnings data on Tuesday, March 17th. The company reported $0.95 earnings per share for the quarter, topping the consensus estimate of $0.90 by $0.05. The business had revenue of $334.59 million during the quarter, compared to the consensus estimate of $332.48 million. HealthEquity had a return on equity of 13.82% and a net margin of 16.39%.The firm’s quarterly revenue was up 7.3% on a year-over-year basis. Equities analysts anticipate that HealthEquity will post 2.32 EPS for the current fiscal year.
Insider Buying and Selling at HealthEquity
In other news, EVP Delano Ladd sold 1,500 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $94.72, for a total transaction of $142,080.00. Following the sale, the executive vice president directly owned 73,979 shares in the company, valued at approximately $7,007,290.88. The trade was a 1.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 1.50% of the company’s stock.
Institutional Investors Weigh In On HealthEquity
Several hedge funds have recently added to or reduced their stakes in HQY. Rockefeller Capital Management L.P. grew its holdings in HealthEquity by 61.9% during the 4th quarter. Rockefeller Capital Management L.P. now owns 14,491 shares of the company’s stock worth $1,328,000 after acquiring an additional 5,541 shares during the last quarter. Montanaro Asset Management Ltd raised its stake in shares of HealthEquity by 13.1% during the fourth quarter. Montanaro Asset Management Ltd now owns 37,200 shares of the company’s stock valued at $3,408,000 after acquiring an additional 4,300 shares during the last quarter. Corient Private Wealth LLC acquired a new position in shares of HealthEquity during the fourth quarter worth $219,000. Caitong International Asset Management Co. Ltd lifted its holdings in shares of HealthEquity by 2,476.5% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 438 shares of the company’s stock worth $40,000 after purchasing an additional 421 shares during the period. Finally, Pacer Advisors Inc. grew its stake in shares of HealthEquity by 16.9% in the fourth quarter. Pacer Advisors Inc. now owns 13,427 shares of the company’s stock worth $1,230,000 after purchasing an additional 1,937 shares during the last quarter. 99.55% of the stock is currently owned by institutional investors and hedge funds.
More HealthEquity News
Here are the key news stories impacting HealthEquity this week:
- Positive Sentiment: Q4 results beat expectations and management raised guidance — HQY reported $0.95 EPS vs. $0.90 consensus and revenue of $334.6M (vs. ~$332.5M expected); revenue was up ~7% y/y and the company raised fiscal 2027 outlook after record revenue and net income growth. Press Release
- Positive Sentiment: Earnings call highlighted operational strength — company cited record HSA growth and “improved cash economics” and other call takeaways that support the raised guidance and margin expansion. Earnings Highlights
- Positive Sentiment: Independent upgrade — Seeking Alpha published a rating upgrade citing improved cash dynamics, which can support investor sentiment and multiple expansion. SA Upgrade
- Neutral Sentiment: Full earnings/transcript availability — multiple transcripts and analyst writeups are live (useful for digging into guidance, margins, and HSA metric details). Earnings Transcript
- Negative Sentiment: Barrington trimmed its price target from $125 to $110 (still an “outperform”) — the cut narrows analyst-implied upside vs. prior target and may cap near-term upside. Benzinga Note
- Negative Sentiment: JPMorgan lowered its target from $129 to $123 but remains “overweight” — another downward revision in targets that could weigh on sentiment despite maintaining a positive rating. Benzinga TickerReport
- Negative Sentiment: RBC cut its target from $110 to $100 (still “outperform”) — another analyst trimming targets, which may limit immediate upside until guidance execution is proven. Benzinga Note
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.
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