Elimelech Rosner Sells 10,959 Shares of HealthEquity (NASDAQ:HQY) Stock

HealthEquity, Inc. (NASDAQ:HQY) EVP Elimelech Rosner sold 10,959 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president owned 45,742 shares of the company’s stock, valued at $4,366,073.90. This trade represents a 19.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

HealthEquity Stock Performance

Shares of NASDAQ:HQY remained flat at $95.50 during trading on Friday. The stock had a trading volume of 1,376,371 shares, compared to its average volume of 996,909. The company has a current ratio of 4.13, a quick ratio of 4.13 and a debt-to-equity ratio of 0.46. The firm has a 50 day simple moving average of $97.13 and a 200-day simple moving average of $96.54. HealthEquity, Inc. has a fifty-two week low of $74.07 and a fifty-two week high of $116.65. The firm has a market cap of $8.16 billion, a P/E ratio of 43.81, a price-to-earnings-growth ratio of 1.38 and a beta of 0.18.

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

Institutional Investors Weigh In On HealthEquity

Institutional investors and hedge funds have recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in HealthEquity by 2.9% during the third quarter. Vanguard Group Inc. now owns 8,746,255 shares of the company’s stock worth $828,883,000 after purchasing an additional 243,549 shares during the period. Wasatch Advisors LP lifted its position in shares of HealthEquity by 3.4% in the third quarter. Wasatch Advisors LP now owns 6,307,675 shares of the company’s stock valued at $597,778,000 after buying an additional 206,611 shares during the last quarter. AQR Capital Management LLC lifted its position in shares of HealthEquity by 59.3% in the third quarter. AQR Capital Management LLC now owns 1,764,268 shares of the company’s stock valued at $167,200,000 after buying an additional 656,820 shares during the last quarter. Westfield Capital Management Co. LP boosted its stake in shares of HealthEquity by 35.7% during the 3rd quarter. Westfield Capital Management Co. LP now owns 1,716,658 shares of the company’s stock worth $162,688,000 after acquiring an additional 451,450 shares during the period. Finally, Dimensional Fund Advisors LP increased its holdings in shares of HealthEquity by 2.5% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,559,008 shares of the company’s stock worth $147,751,000 after acquiring an additional 38,154 shares during the last quarter. 99.55% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have issued reports on HQY. JMP Securities set a $122.00 target price on HealthEquity in a report on Thursday, December 4th. BTIG Research restated a “buy” rating and issued a $130.00 target price on shares of HealthEquity in a research note on Thursday, December 4th. KeyCorp reduced their target price on shares of HealthEquity from $125.00 to $120.00 and set an “overweight” rating for the company in a report on Wednesday, October 8th. Citigroup reiterated an “outperform” rating on shares of HealthEquity in a research note on Thursday, December 4th. Finally, Citizens Jmp increased their price objective on shares of HealthEquity from $117.00 to $122.00 and gave the stock a “market outperform” rating in a research note on Thursday, December 4th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $120.27.

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.