HealthEquity (NASDAQ:HQY) EVP Sells $156,840.00 in Stock

HealthEquity, Inc. (NASDAQ:HQY) EVP Delano Ladd sold 1,500 shares of the stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $104.56, for a total transaction of $156,840.00. Following the completion of the sale, the executive vice president directly owned 75,479 shares in the company, valued at $7,892,084.24. This trade represents a 1.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Delano Ladd also recently made the following trade(s):

• On Monday, October 20th, Delano Ladd sold 1,500 shares of HealthEquity stock. The shares were sold at an average price of $92.07, for a total value of $138,105.00.
• On Friday, September 19th, Delano Ladd sold 6,000 shares of HealthEquity stock. The stock was sold at an average price of $94.11, for a total transaction of $564,660.00.

HealthEquity Stock Up 1.7%

Shares of HQY stock traded up $1.73 during trading hours on Monday, reaching $103.64. 736,975 shares of the company’s stock were exchanged, compared to its average volume of 999,475. The stock’s 50 day moving average is $94.96 and its 200-day moving average is $96.48. The company has a market cap of $8.93 billion, a price-to-earnings ratio of 62.81, a P/E/G ratio of 1.36 and a beta of 0.47. The company has a current ratio of 4.23, a quick ratio of 4.23 and a debt-to-equity ratio of 0.47. HealthEquity, Inc. has a fifty-two week low of $74.07 and a fifty-two week high of $116.65.

HealthEquity (NASDAQ:HQY) last released its quarterly earnings data on Tuesday, September 2nd. The company reported $0.92 EPS for the quarter, meeting the consensus estimate of $0.92. The business had revenue of $325.80 million for the quarter, compared to the consensus estimate of $320.68 million. HealthEquity had a net margin of 11.49% and a return on equity of 12.04%. HealthEquity has set its FY 2026 guidance at 3.740-3.91 EPS. Analysts predict that HealthEquity, Inc. will post 2.32 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on HQY. Barrington Research reissued an “outperform” rating and issued a $125.00 target price on shares of HealthEquity in a research note on Friday, August 29th. Weiss Ratings restated a “hold (c+)” rating on shares of HealthEquity in a research note on Wednesday, October 8th. Jefferies Financial Group raised their price target on shares of HealthEquity from $130.00 to $134.00 and gave the company a “buy” rating in a research report on Wednesday, September 3rd. BMO Capital Markets began coverage on shares of HealthEquity in a report on Thursday, November 13th. They set a “market perform” rating and a $100.00 price target for the company. Finally, KeyCorp cut their target price on HealthEquity from $125.00 to $120.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, HealthEquity currently has a consensus rating of “Moderate Buy” and an average price target of $119.00.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Farther Finance Advisors LLC increased its stake in HealthEquity by 232.4% during the second quarter. Farther Finance Advisors LLC now owns 246 shares of the company’s stock worth $26,000 after acquiring an additional 172 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in shares of HealthEquity in the second quarter worth $33,000. WPG Advisers LLC acquired a new stake in shares of HealthEquity in the 1st quarter valued at about $28,000. True Wealth Design LLC grew its position in shares of HealthEquity by 3,522.2% in the 3rd quarter. True Wealth Design LLC now owns 326 shares of the company’s stock worth $31,000 after acquiring an additional 317 shares in the last quarter. Finally, Cullen Frost Bankers Inc. raised its holdings in shares of HealthEquity by 172.3% during the second quarter. Cullen Frost Bankers Inc. now owns 354 shares of the company’s stock worth $37,000 after purchasing an additional 224 shares during the period. Hedge funds and other institutional investors own 99.55% of the company’s stock.

About HealthEquity

HealthEquity, Inc provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, receive personalized benefit information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts.