HealthEquity (HQY) Projected to Post Earnings on Tuesday

HealthEquity (NASDAQ:HQY) is anticipated to announce its Q4 2026 results after the market closes on Tuesday, March 17th. Analysts expect the company to announce earnings of $0.89 per share and revenue of $332.4790 million for the quarter. Interested persons are encouraged to explore the company’s upcoming Q4 2026 earning overview page for the latest details on the call scheduled for Tuesday, March 17, 2026 at 4:30 PM ET.

HealthEquity Trading Up 1.3%

Shares of HQY stock opened at $77.81 on Monday. The firm has a market cap of $6.65 billion, a P/E ratio of 35.69, a PEG ratio of 0.97 and a beta of 0.26. HealthEquity has a 1-year low of $72.76 and a 1-year high of $116.65. The company has a debt-to-equity ratio of 0.46, a current ratio of 4.13 and a quick ratio of 4.13. The firm’s 50-day simple moving average is $81.91 and its 200-day simple moving average is $90.41.

Analysts Set New Price Targets

HQY has been the subject of a number of recent analyst reports. UBS Group set a $110.00 target price on shares of HealthEquity in a report on Tuesday, February 17th. BMO Capital Markets set a $85.00 price target on shares of HealthEquity in a report on Tuesday, February 24th. Citizens Jmp set a $122.00 price objective on shares of HealthEquity in a research note on Thursday, December 4th. The Goldman Sachs Group downgraded HealthEquity from a “neutral” rating to a “sell” rating and set a $89.00 price objective for the company. in a report on Friday, January 9th. Finally, BTIG Research cut their target price on HealthEquity from $130.00 to $110.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $112.00.

Insider Activity

In related news, EVP Elimelech Rosner sold 10,959 shares of the firm’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 approximately $4,366,073.90. This trade represents a 19.33% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Delano Ladd sold 1,500 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $94.72, for a total value of $142,080.00. Following 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.50% of the stock is owned by corporate insiders.

Institutional Trading of HealthEquity

A number of hedge funds have recently made changes to their positions in the company. AQR Capital Management LLC lifted its position in shares of HealthEquity by 148.5% during the second quarter. AQR Capital Management LLC now owns 1,107,448 shares of the company’s stock worth $116,016,000 after purchasing an additional 661,795 shares in the last quarter. Millennium Management LLC grew its holdings in HealthEquity by 151.5% during the 4th quarter. Millennium Management LLC now owns 951,563 shares of the company’s stock valued at $87,173,000 after purchasing an additional 573,283 shares in the last quarter. Cadian Capital Management LP purchased a new stake in HealthEquity during the 4th quarter worth $51,915,000. Wasatch Advisors LP increased its stake in HealthEquity by 4.5% during the 4th quarter. Wasatch Advisors LP now owns 6,589,646 shares of the company’s stock worth $603,677,000 after buying an additional 281,971 shares during the period. Finally, Balyasny Asset Management L.P. acquired a new position in HealthEquity in the 4th quarter worth $25,800,000. Hedge funds and other institutional investors own 99.55% of the company’s stock.

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.