Coyle Financial Counsel LLC Has $1.46 Million Stake in HealthEquity, Inc. $HQY

Coyle Financial Counsel LLC raised its stake in shares of HealthEquity, Inc. (NASDAQ:HQY) by 97.5% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 15,433 shares of the company’s stock after acquiring an additional 7,620 shares during the quarter. Coyle Financial Counsel LLC’s holdings in HealthEquity were worth $1,463,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Caitong International Asset Management Co. Ltd acquired a new position in shares of HealthEquity during the 2nd quarter valued at about $33,000. True Wealth Design LLC lifted its holdings in HealthEquity by 3,522.2% in the 3rd 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 last quarter. Cullen Frost Bankers Inc. boosted its position in HealthEquity by 172.3% during the second quarter. Cullen Frost Bankers Inc. now owns 354 shares of the company’s stock worth $37,000 after purchasing an additional 224 shares during the period. Farther Finance Advisors LLC grew its holdings in HealthEquity by 59.3% during the third quarter. Farther Finance Advisors LLC now owns 392 shares of the company’s stock valued at $37,000 after purchasing an additional 146 shares during the last quarter. Finally, AlphaQuest LLC raised its position in shares of HealthEquity by 52.2% in the third quarter. AlphaQuest LLC now owns 624 shares of the company’s stock valued at $59,000 after purchasing an additional 214 shares during the period. Institutional investors and hedge funds own 99.55% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. Raymond James Financial set a $100.00 price objective on shares of HealthEquity in a report on Tuesday. KeyCorp boosted their target price on shares of HealthEquity from $120.00 to $125.00 and gave the stock an “overweight” rating in a research report on Thursday, January 8th. BTIG Research lowered their price target on HealthEquity from $130.00 to $110.00 and set a “buy” rating on the stock in a research report on Tuesday. UBS Group set a $110.00 price objective on HealthEquity in a research report on Tuesday. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of HealthEquity in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, HealthEquity has a consensus rating of “Moderate Buy” and a consensus price target of $113.87.

HealthEquity Stock Up 0.0%

NASDAQ HQY opened at $78.89 on Friday. HealthEquity, Inc. has a twelve month low of $72.76 and a twelve month high of $116.65. The stock has a market cap of $6.74 billion, a PE ratio of 36.19, a PEG ratio of 0.98 and a beta of 0.24. The firm has a 50-day simple moving average of $86.55 and a 200 day simple moving average of $91.67. The company has a debt-to-equity ratio of 0.46, a quick ratio of 4.13 and a current ratio of 4.13.

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

Insider Buying and Selling at HealthEquity

In other HealthEquity news, EVP Elimelech Rosner sold 10,959 shares of HealthEquity 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 sale, the executive vice president owned 45,742 shares in the company, valued at $4,366,073.90. The trade was a 19.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, 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 directly owned 73,979 shares in the company, valued at $7,007,290.88. This trade represents a 1.99% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.50% of the stock is owned by company insiders.

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.