Barrington Research Cuts HealthEquity (NASDAQ:HQY) Price Target to $110.00

HealthEquity (NASDAQ:HQY) had its target price lowered by stock analysts at Barrington Research from $125.00 to $110.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has an “outperform” rating on the stock. Barrington Research’s price objective points to a potential upside of 38.65% from the stock’s current price.

HQY has been the topic of several other research reports. Raymond James Financial set a $100.00 price target on HealthEquity in a research note on Tuesday, February 17th. Citigroup reissued an “outperform” rating on shares of HealthEquity in a report on Thursday, December 4th. Citizens Jmp set a $122.00 target price on shares of HealthEquity in a research report on Thursday, December 4th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of HealthEquity in a research note on Thursday, January 22nd. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $120.00 price target on shares of HealthEquity in a research report on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $109.79.

HealthEquity Price Performance

Shares of HQY traded down $0.06 during mid-day trading on Wednesday, hitting $79.34. 654,862 shares of the company traded hands, compared to its average volume of 1,024,710. HealthEquity has a one year low of $72.76 and a one year high of $116.65. The company has a current ratio of 4.13, a quick ratio of 4.13 and a debt-to-equity ratio of 0.46. The business has a 50-day moving average of $81.30 and a 200 day moving average of $90.27. The stock has a market capitalization of $6.78 billion, a price-to-earnings ratio of 36.37, a PEG ratio of 0.98 and a beta of 0.26.

HealthEquity (NASDAQ:HQY) last posted its quarterly earnings data on Tuesday, March 17th. The company reported $0.95 earnings per share for the quarter, topping the consensus estimate of $0.90 by $0.05. The firm had revenue of $334.59 million during the quarter, compared to analysts’ expectations of $332.48 million. HealthEquity had a net margin of 14.86% and a return on equity of 12.94%. The company’s revenue for the quarter was up 7.3% compared to the same quarter last year. As a group, equities analysts expect that HealthEquity will post 2.32 earnings per share for the current fiscal year.

Insider Activity at HealthEquity

In related news, EVP Elimelech Rosner sold 10,959 shares of the business’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 transaction of $1,046,036.55. Following the completion of the transaction, the executive vice president owned 45,742 shares in the company, valued at approximately $4,366,073.90. The trade was a 19.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Delano Ladd sold 1,500 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $94.72, for a total transaction of $142,080.00. Following the completion of the sale, the executive vice president directly owned 73,979 shares of the company’s stock, valued at $7,007,290.88. The trade was a 1.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.50% of the stock is owned by company insiders.

Institutional Trading of HealthEquity

A number of large investors have recently made changes to their positions in the company. Acumen Wealth Advisors LLC bought a new position in HealthEquity during the fourth quarter worth about $27,000. Aster Capital Management DIFC Ltd acquired a new position in HealthEquity in the fourth quarter valued at about $28,000. Caitong International Asset Management Co. Ltd increased its holdings in shares of HealthEquity by 1,723.5% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 310 shares of the company’s stock worth $28,000 after acquiring an additional 293 shares in the last quarter. True Wealth Design LLC raised its position in shares of HealthEquity by 3,522.2% during the third quarter. True Wealth Design LLC now owns 326 shares of the company’s stock worth $31,000 after purchasing an additional 317 shares during the period. Finally, Farther Finance Advisors LLC lifted its holdings in shares of HealthEquity by 59.3% during the 3rd quarter. Farther Finance Advisors LLC now owns 392 shares of the company’s stock valued at $37,000 after purchasing an additional 146 shares in the last quarter. Institutional investors own 99.55% of the company’s stock.

Key HealthEquity News

Here are the key news stories impacting HealthEquity this week:

• Positive Sentiment: Q4 results beat estimates and management raised fiscal‑2027 guidance — Company reported record revenue, higher net income and new HSAs from sales, and lifted its outlook, which supports upside to earnings and cash flow expectations. HealthEquity Reports Record Revenue, Earnings and New HSAs From Sales for Fourth Quarter and Year Ended January 31, 2026
• Positive Sentiment: Quarterly earnings and revenue topped analyst estimates (EPS $0.95 vs. consensus ~$0.90; revenue ~$334.6M vs. ~$332.5M), reinforcing the beat-and-raise narrative and validating margin improvement. HealthEquity (HQY) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Analyst upgrade: Seeking Alpha upgraded HQY citing improved cash economics and better free‑cash‑flow conversion, which can support valuation multiple expansion. HealthEquity: Attractive Given Improved Cash Economics (Rating Upgrade)
• Neutral Sentiment: Earnings call and transcript coverage provide detail on HSA growth, margin drivers and FY27 assumptions — useful for modeling but largely confirm the press release takeaways. HealthEquity (HQY) Q4 2026 Earnings Transcript
• Neutral Sentiment: Additional transcripts and analyst pre‑earnings coverage summarize key metrics and consensus expectations; informative for traders but not new directional catalysts. HealthEquity, Inc. (HQY) Q4 2026 Earnings Call Transcript
• Negative Sentiment: Royal Bank of Canada cut its price target from $110 to $100 while keeping an Outperform rating — a reduction in analyst price target can temper some upside expectations and weigh on near‑term sentiment. Benzinga: RBC Lowers Price Target on HealthEquity

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.