Private Advisory Group LLC bought a new stake in HealthEquity, Inc. (NASDAQ:HQY – Free Report) in the 3rd quarter, Holdings Channel reports. The institutional investor bought 95,507 shares of the company’s stock, valued at approximately $9,051,000.
Several other hedge funds and other institutional investors also recently made changes to their positions in HQY. Nisa Investment Advisors LLC raised its holdings in HealthEquity by 2.9% in the 2nd quarter. Nisa Investment Advisors LLC now owns 3,787 shares of the company’s stock valued at $397,000 after buying an additional 108 shares during the last quarter. Advisors Asset Management Inc. increased its position in 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 acquiring an additional 110 shares during the period. Coldstream Capital Management Inc. raised its stake in shares of HealthEquity by 7.3% during the second quarter. Coldstream Capital Management Inc. now owns 2,027 shares of the company’s stock valued at $212,000 after acquiring an additional 138 shares during the last quarter. Farther Finance Advisors LLC lifted its holdings in shares of HealthEquity by 59.3% during the third 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 period. Finally, Elevation Point Wealth Partners LLC lifted its holdings 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 during the period. 99.55% of the stock is currently owned by institutional investors.
Insider Buying and Selling at HealthEquity
In other HealthEquity news, EVP Delano Ladd sold 1,500 shares of the business’s stock in a transaction 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 owned 73,979 shares in the company, valued at approximately $7,007,290.88. The trade was a 1.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Elimelech Rosner sold 10,959 shares of the firm’s stock in a transaction 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 $4,366,073.90. This trade represents a 19.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 1.50% of the company’s stock.
HealthEquity Stock Performance
HealthEquity (NASDAQ:HQY – Get Free Report) last issued its earnings results on Wednesday, December 3rd. The company reported $1.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.90 by $0.11. The business had revenue of $322.16 million for the quarter, compared to analyst estimates of $320.92 million. HealthEquity had a net margin of 14.86% and a return on equity of 12.94%. HealthEquity’s revenue was up 7.2% on a year-over-year basis. During the same period in the prior 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, sell-side analysts anticipate that HealthEquity, Inc. will post 2.32 EPS for the current year.
Wall Street Analysts Forecast Growth
A number of analysts recently weighed in on the company. The Goldman Sachs Group downgraded HealthEquity from a “neutral” rating to a “sell” rating and set a $89.00 price objective for the company. in a report on Friday, January 9th. Jefferies Financial Group set a $108.00 price target on HealthEquity in a research report on Thursday. JPMorgan Chase & Co. increased their price target on HealthEquity from $126.00 to $129.00 and gave the company an “overweight” rating in a research note on Thursday, December 4th. BTIG Research cut 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, February 17th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of HealthEquity in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, HealthEquity currently has a consensus rating of “Moderate Buy” and an average price target of $113.87.
Read Our Latest Stock Analysis on HQY
About HealthEquity
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.
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