15,262 Shares in HealthEquity, Inc. $HQY Acquired by Maridea Wealth Management LLC

Maridea Wealth Management LLC bought a new stake in shares of HealthEquity, Inc. (NASDAQ:HQY) during the 3rd quarter, Holdings Channel reports. The firm bought 15,262 shares of the company’s stock, valued at approximately $1,420,000.

Other institutional investors also recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd acquired a new position in shares of HealthEquity during the second quarter valued at $33,000. True Wealth Design LLC grew its position in HealthEquity by 3,522.2% in the 3rd quarter. True Wealth Design LLC now owns 326 shares of the company’s stock valued at $31,000 after buying an additional 317 shares in the last quarter. Cullen Frost Bankers Inc. increased its stake in HealthEquity by 172.3% during the 2nd quarter. Cullen Frost Bankers Inc. now owns 354 shares of the company’s stock valued at $37,000 after buying an additional 224 shares during the period. Farther Finance Advisors LLC raised 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 buying an additional 146 shares in the last quarter. Finally, AlphaQuest LLC lifted its stake in shares of HealthEquity by 52.2% in the 3rd quarter. AlphaQuest LLC now owns 624 shares of the company’s stock worth $59,000 after acquiring an additional 214 shares during the period. Institutional investors and hedge funds own 99.55% of the company’s stock.

HealthEquity Stock Up 0.6%

Shares of NASDAQ:HQY opened at $74.36 on Wednesday. The firm has a 50 day simple moving average of $87.65 and a 200 day simple moving average of $91.95. HealthEquity, Inc. has a 52 week low of $72.76 and a 52 week high of $116.65. The company has a debt-to-equity ratio of 0.46, a quick ratio of 4.13 and a current ratio of 4.13. The company has a market cap of $6.35 billion, a PE ratio of 34.11, a price-to-earnings-growth ratio of 0.92 and a beta of 0.24.

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

Insider Activity

In related news, EVP Delano Ladd sold 1,500 shares of the firm’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 of the company’s stock, valued at approximately $7,007,290.88. This trade represents a 1.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Elimelech Rosner sold 10,959 shares of HealthEquity stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $95.45, for a total transaction of $1,046,036.55. Following the completion of the transaction, the executive vice president directly owned 45,742 shares in the company, valued at approximately $4,366,073.90. This represents a 19.33% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 13,959 shares of company stock valued at $1,344,957. 1.50% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the stock. Barclays initiated coverage on shares of HealthEquity in a research note on Monday, December 8th. They set an “overweight” rating and a $118.00 price objective on the stock. BTIG Research dropped their price objective on HealthEquity from $130.00 to $110.00 and set a “buy” rating on the stock in a research note on Tuesday. Citigroup restated an “outperform” rating on shares of HealthEquity in a report on Thursday, December 4th. Wall Street Zen raised HealthEquity from a “hold” rating to a “buy” rating in a report on Monday, January 19th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of HealthEquity in a report on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $116.13.

HealthEquity 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.