HealthEquity, Inc. $HQY Shares Bought by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH grew its stake in HealthEquity, Inc. (NASDAQ:HQY) by 33.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 33,488 shares of the company’s stock after buying an additional 8,334 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in HealthEquity were worth $3,174,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in the company. Nisa Investment Advisors LLC lifted its stake in HealthEquity by 2.9% in the second quarter. Nisa Investment Advisors LLC now owns 3,787 shares of the company’s stock worth $397,000 after acquiring an additional 108 shares during the last quarter. Advisors Asset Management Inc. raised its holdings in shares of HealthEquity by 4.7% in the 2nd quarter. Advisors Asset Management Inc. now owns 2,437 shares of the company’s stock valued at $255,000 after purchasing an additional 110 shares in the last quarter. Coldstream Capital Management Inc. lifted its position in shares of HealthEquity by 7.3% during the 2nd quarter. Coldstream Capital Management Inc. now owns 2,027 shares of the company’s stock worth $212,000 after purchasing an additional 138 shares during the last quarter. Farther Finance Advisors LLC lifted its position in shares of 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 purchasing an additional 146 shares during the last quarter. Finally, Elevation Point Wealth Partners LLC grew its stake in shares of HealthEquity by 4.5% during the second quarter. Elevation Point Wealth Partners LLC now owns 3,562 shares of the company’s stock worth $373,000 after purchasing an additional 152 shares in the last quarter. 99.55% of the stock is currently owned by hedge funds and other institutional investors.

HealthEquity Stock Performance

Shares of HealthEquity stock opened at $82.85 on Thursday. The firm’s fifty day simple moving average is $93.52 and its 200-day simple moving average is $93.69. The stock has a market capitalization of $7.08 billion, a price-to-earnings ratio of 38.00, a PEG ratio of 1.20 and a beta of 0.20. HealthEquity, Inc. has a 12 month low of $74.07 and a 12 month 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.

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

Analysts Set New Price Targets

A number of analysts have weighed in on HQY shares. KeyCorp raised their price target on HealthEquity from $120.00 to $125.00 and gave the company an “overweight” rating in a research note on Thursday, January 8th. Citizens Jmp increased their price objective on HealthEquity from $117.00 to $122.00 and gave the company a “market outperform” rating in a report on Thursday, December 4th. BTIG Research restated a “buy” rating and set a $130.00 target price on shares of HealthEquity in a research note on Thursday, December 4th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $120.00 price target on shares of HealthEquity in a report on Friday, December 5th. Finally, The Goldman Sachs Group cut shares of HealthEquity from a “neutral” rating to a “sell” rating and set a $89.00 price objective on the stock. in a report on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $119.60.

Insider Activity

In related news, EVP Delano Ladd sold 1,500 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $94.72, for a total transaction of $142,080.00. Following the transaction, the executive vice president owned 73,979 shares of the company’s stock, valued at $7,007,290.88. This trade represents a 1.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Elimelech Rosner sold 10,959 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $95.45, for a total value of $1,046,036.55. Following the sale, the executive vice president directly owned 45,742 shares of the company’s stock, valued at approximately $4,366,073.90. This represents a 19.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 13,959 shares of company stock valued at $1,344,957 in the last quarter. Insiders own 1.50% of the company’s stock.

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.