Inspire Investing LLC Raises Position in HealthEquity, Inc. $HQY

Inspire Investing LLC increased its stake in shares of HealthEquity, Inc. (NASDAQ:HQY) by 124.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,438 shares of the company’s stock after buying an additional 7,994 shares during the quarter. Inspire Investing LLC’s holdings in HealthEquity were worth $1,368,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Westfield Capital Management Co. LP grew its stake in shares of HealthEquity by 124.6% in the 2nd quarter. Westfield Capital Management Co. LP now owns 1,265,208 shares of the company’s stock worth $132,543,000 after acquiring an additional 701,819 shares in the last quarter. Goldman Sachs Group Inc. boosted its holdings in HealthEquity by 1.4% during the first quarter. Goldman Sachs Group Inc. now owns 1,133,166 shares of the company’s stock worth $100,138,000 after purchasing an additional 15,458 shares during the last quarter. Charles Schwab Investment Management Inc. grew its position in HealthEquity by 2.6% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 1,129,115 shares of the company’s stock worth $118,286,000 after purchasing an additional 28,145 shares in the last quarter. Geneva Capital Management LLC increased its stake in HealthEquity by 6.2% in the 2nd quarter. Geneva Capital Management LLC now owns 1,108,241 shares of the company’s stock valued at $116,099,000 after buying an additional 64,487 shares during the last quarter. Finally, AQR Capital Management LLC lifted its position in shares of HealthEquity by 148.5% during the 2nd quarter. AQR Capital Management LLC now owns 1,107,448 shares of the company’s stock worth $116,016,000 after buying an additional 661,795 shares in the last quarter. 99.55% of the stock is currently owned by institutional investors.

Insider Buying and Selling at HealthEquity

In other HealthEquity news, EVP Michael Henry Fiore sold 1,781 shares of the stock in a transaction on Tuesday, October 7th. The stock was sold at an average price of $88.21, for a total transaction of $157,102.01. Following the sale, the executive vice president owned 49,795 shares in the company, valued at $4,392,416.95. This represents a 3.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Elimelech Rosner sold 10,959 shares of the stock in a transaction on 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 sale, the executive vice president owned 45,742 shares in the company, valued at approximately $4,366,073.90. This represents a 19.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 17,240 shares of company stock valued at $1,640,164 in the last 90 days. 1.50% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on HQY shares. Wall Street Zen lowered HealthEquity from a “buy” rating to a “hold” rating in a report on Saturday, November 15th. Citizens Jmp upped their price objective on HealthEquity from $117.00 to $122.00 and gave the company a “market outperform” rating in a research note on Thursday, December 4th. Citigroup reiterated an “outperform” rating on shares of HealthEquity in a research note on Thursday, December 4th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $120.00 price target on shares of HealthEquity in a research report on Friday, December 5th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of HealthEquity from $126.00 to $129.00 and gave the stock an “overweight” rating in a research report 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’s stock. Based on data from MarketBeat.com, HealthEquity presently has a consensus rating of “Moderate Buy” and an average price target of $120.27.

HealthEquity Price Performance

NASDAQ HQY opened at $92.47 on Friday. The company has a market cap of $7.90 billion, a PE ratio of 42.42, a price-to-earnings-growth ratio of 1.34 and a beta of 0.18. HealthEquity, Inc. has a 52 week low of $74.07 and a 52 week high of $116.65. The company has a quick ratio of 4.13, a current ratio of 4.13 and a debt-to-equity ratio of 0.46. The firm’s 50-day simple moving average is $97.24 and its two-hundred day simple moving average is $96.00.

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

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.