HealthEquity, Inc. $HQY Stock Position Lowered by Citigroup Inc.

Citigroup Inc. trimmed its position in shares of HealthEquity, Inc. (NASDAQ:HQY) by 37.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 85,570 shares of the company’s stock after selling 52,054 shares during the period. Citigroup Inc. owned 0.10% of HealthEquity worth $8,109,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. True Wealth Design LLC boosted its position 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. Farther Finance Advisors LLC boosted its position in HealthEquity by 59.3% during the 3rd quarter. Farther Finance Advisors LLC now owns 392 shares of the company’s stock worth $37,000 after acquiring an additional 146 shares during the period. AlphaQuest LLC boosted its position in HealthEquity by 52.2% during the 3rd quarter. AlphaQuest LLC now owns 624 shares of the company’s stock worth $59,000 after acquiring an additional 214 shares during the period. Allworth Financial LP grew its stake in HealthEquity by 283.1% during the 2nd quarter. Allworth Financial LP now owns 747 shares of the company’s stock valued at $78,000 after acquiring an additional 552 shares in the last quarter. Finally, Huntington National Bank increased its holdings in shares of HealthEquity by 119.3% in the 2nd quarter. Huntington National Bank now owns 750 shares of the company’s stock valued at $79,000 after purchasing an additional 408 shares during the period. Hedge funds and other institutional investors own 99.55% of the company’s stock.

Insider Buying and Selling at HealthEquity

In other HealthEquity news, EVP Elimelech Rosner sold 10,959 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $95.45, for a total transaction of $1,046,036.55. Following the completion of the transaction, the executive vice president owned 45,742 shares of the company’s stock, valued at $4,366,073.90. The trade was a 19.33% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Delano Ladd sold 1,500 shares of the firm’s 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 sale, the executive vice president directly owned 73,979 shares in the company, valued at approximately $7,007,290.88. This represents a 1.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.50% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently commented on the stock. JPMorgan Chase & Co. raised their price target on shares of HealthEquity from $126.00 to $129.00 and gave the stock an “overweight” rating in a report on Thursday, December 4th. KeyCorp lifted their target price on shares of HealthEquity from $120.00 to $125.00 and gave the company an “overweight” rating in a research note on Thursday, January 8th. BTIG Research dropped their price target on shares of HealthEquity from $130.00 to $110.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. Citizens Jmp set a $122.00 price objective on HealthEquity in a report on Thursday, December 4th. Finally, Raymond James Financial set a $100.00 price objective on HealthEquity in a research report on Tuesday, February 17th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, HealthEquity currently has an average rating of “Moderate Buy” and an average price target of $112.00.

HealthEquity Stock Down 1.2%

Shares of HQY stock opened at $76.49 on Monday. The stock’s 50 day simple moving average is $84.61 and its 200 day simple moving average is $91.13. HealthEquity, Inc. has a twelve month low of $72.76 and a twelve month high of $116.65. The company has a debt-to-equity ratio of 0.46, a quick ratio of 4.13 and a current ratio of 4.13. The company has a market capitalization of $6.54 billion, a price-to-earnings ratio of 35.09, a PEG ratio of 0.95 and a beta of 0.26.

HealthEquity (NASDAQ:HQY) last announced its quarterly earnings results on Wednesday, December 3rd. The company reported $1.01 EPS for the quarter, beating the consensus estimate of $0.90 by $0.11. HealthEquity had a return on equity of 12.94% and a net margin of 14.86%.The company had revenue of $322.16 million for the quarter, compared to the consensus estimate of $320.92 million. During the same quarter last year, the company posted $0.78 earnings per share. The company’s revenue for the quarter was up 7.2% compared to the same quarter last year. HealthEquity has set its FY 2026 guidance at 3.870-3.950 EPS. As a group, research analysts predict that HealthEquity, Inc. will post 2.32 EPS for the current year.

HealthEquity 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.