HealthEquity, Inc. $HQY Position Cut by Moody Aldrich Partners LLC

Moody Aldrich Partners LLC decreased its position in shares of HealthEquity, Inc. (NASDAQ:HQY) by 16.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 59,685 shares of the company’s stock after selling 11,530 shares during the quarter. Moody Aldrich Partners LLC owned about 0.07% of HealthEquity worth $5,656,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of HQY. Nisa Investment Advisors LLC boosted its stake in HealthEquity by 2.9% during the 2nd quarter. Nisa Investment Advisors LLC now owns 3,787 shares of the company’s stock valued at $397,000 after purchasing an additional 108 shares during the period. Advisors Asset Management Inc. raised its holdings in shares of HealthEquity by 4.7% during the second quarter. Advisors Asset Management Inc. now owns 2,437 shares of the company’s stock valued at $255,000 after buying an additional 110 shares during the last quarter. Ieq Capital LLC raised its holdings in shares of HealthEquity by 4.4% during the first quarter. Ieq Capital LLC now owns 2,945 shares of the company’s stock valued at $260,000 after buying an additional 123 shares during the last quarter. Coldstream Capital Management Inc. boosted its position 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 worth $212,000 after buying an additional 138 shares during the period. Finally, Farther Finance Advisors LLC grew its holdings in HealthEquity by 59.3% in 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. Institutional investors and hedge funds own 99.55% of the company’s stock.

Insider Buying and Selling

In related news, EVP Delano Ladd sold 1,500 shares of HealthEquity stock in a transaction dated 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 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 document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Michael Henry Fiore sold 1,781 shares of the business’s stock in a transaction dated Tuesday, October 7th. The stock was sold at an average price of $88.21, for a total value of $157,102.01. Following the sale, the executive vice president owned 49,795 shares in the company, valued at approximately $4,392,416.95. The trade was a 3.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 17,240 shares of company stock worth $1,640,164 in the last three months. 1.50% of the stock is currently owned by insiders.

HealthEquity Stock Performance

NASDAQ:HQY opened at $91.61 on Thursday. The company has a 50-day moving average of $97.12 and a 200-day moving average of $95.55. The firm has a market cap of $7.83 billion, a price-to-earnings ratio of 42.02, a price-to-earnings-growth ratio of 1.34 and a beta of 0.18. The company has a current ratio of 4.13, a quick ratio of 4.13 and a debt-to-equity ratio of 0.46. HealthEquity, Inc. has a twelve month low of $74.07 and a twelve month high of $116.65.

HealthEquity (NASDAQ:HQY) last released its 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. The business had revenue of $322.16 million during 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%. The business’s quarterly revenue was up 7.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.78 earnings per share. HealthEquity has set its FY 2026 guidance at 3.870-3.950 EPS. Analysts forecast that HealthEquity, Inc. will post 2.32 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have weighed in on HQY shares. 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. Barclays assumed coverage on shares of HealthEquity in a report on Monday, December 8th. They issued an “overweight” rating and a $118.00 price objective for the company. Citigroup reissued an “outperform” rating on shares of HealthEquity in a research note on Thursday, December 4th. Jefferies Financial Group upped their price target on shares of HealthEquity from $130.00 to $134.00 and gave the stock a “buy” rating in a research note on Wednesday, September 3rd. Finally, Citizens Jmp increased their price objective on shares of HealthEquity from $117.00 to $122.00 and gave the company a “market outperform” rating in a report on Thursday, December 4th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, HealthEquity presently has an average rating of “Moderate Buy” and a consensus target price of $120.27.

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.