HealthEquity (NASDAQ:HQY) Director Sells $798,383.52 in Stock

HealthEquity, Inc. (NASDAQ:HQY) Director Adrian Dillon sold 7,632 shares of the stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $104.61, for a total value of $798,383.52. Following the completion of the transaction, the director directly owned 62,395 shares in the company, valued at approximately $6,527,140.95. This represents a 10.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

HealthEquity Trading Up 3.2%

HealthEquity stock opened at $96.37 on Friday. The business has a 50-day simple moving average of $98.16 and a two-hundred day simple moving average of $87.87. The company has a market cap of $8.06 billion, a P/E ratio of 34.79, a P/E/G ratio of 1.62 and a beta of 0.21. HealthEquity, Inc. has a 52-week low of $72.76 and a 52-week high of $107.62. The company has a quick ratio of 3.44, a current ratio of 2.99 and a debt-to-equity ratio of 0.47.

HealthEquity (NASDAQ:HQY) last released its quarterly earnings results on Thursday, August 27th. The company reported $1.24 EPS for the quarter, beating the consensus estimate of $1.19 by $0.05. The firm had revenue of $350.73 million during the quarter, compared to analyst estimates of $349.22 million. HealthEquity had a net margin of 17.36% and a return on equity of 15.33%. The company’s revenue was up 95.5% compared to the same quarter last year. HealthEquity has set its FY 2027 guidance at 4.660-4.730 EPS. Analysts predict that HealthEquity, Inc. will post 3.92 EPS for the current year.

HealthEquity News Roundup

Here are the key news stories impacting HealthEquity this week:

• Positive Sentiment: HealthEquity exceeded expectations with adjusted earnings of $1.24 per share versus the $1.19 consensus, while revenue reached $350.7 million, slightly above estimates. Revenue increased 95.5% year over year. HealthEquity Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Profitability improved, with net income rising 10% to $65.6 million and net margin expanding to 19% from 18%. Adjusted EBITDA grew 11% to $167 million, while its margin increased to 48% from 46%. HealthEquity Second-Quarter Financial Results
• Positive Sentiment: Management raised fiscal 2027 adjusted EPS guidance to $4.66–$4.73, above the $4.56 analyst consensus. Record HSA assets of $37.9 billion provide additional support for the company’s long-term growth outlook. HealthEquity Raises Fiscal 2027 Guidance
• Positive Sentiment: BTIG Research reaffirmed its “buy” rating and raised its price target to $115. Another analysis indicated that HQY could be approximately 19% undervalued after the guidance increase, reinforcing the bullish interpretation of the earnings update. BTIG Research Rating HealthEquity Could Be Undervalued
• Neutral Sentiment: Fiscal 2027 revenue guidance of approximately $1.4 billion was broadly in line with expectations, so the guidance improvement was driven mainly by stronger anticipated earnings and margins.
• Negative Sentiment: Director Adrian T. Dillon sold 7,632 shares valued at approximately $798,000, reducing his position by 10.9%. The sale was executed under a pre-arranged Rule 10b5-1 plan, which reduces its negative signaling value but could still attract investor attention. HealthEquity Director Stock Sale
• Negative Sentiment: HQY trades at a premium valuation of roughly 35 times earnings. After the recent advance toward its 52-week high, some investors may lock in gains, potentially tempering the stock’s reaction to otherwise favorable fundamentals.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on HQY shares. Barrington Research reissued an “outperform” rating and set a $110.00 price objective on shares of HealthEquity in a research report on Friday, May 22nd. Weiss Ratings raised HealthEquity from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, June 5th. KeyCorp reiterated an “overweight” rating on shares of HealthEquity in a research report on Tuesday, May 26th. Wells Fargo & Company set a $111.00 price target on HealthEquity in a report on Monday, June 1st. Finally, Telsey Advisory Group set a $111.00 price target on HealthEquity in a research report on Friday. Eleven investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $110.93.

Institutional Trading of HealthEquity

Hedge funds and other institutional investors have recently modified their holdings of the company. Corient Private Wealth LP raised its position in shares of HealthEquity by 8.6% during the 2nd quarter. Corient Private Wealth LP now owns 29,789 shares of the company’s stock valued at $2,691,000 after purchasing an additional 2,364 shares during the period. Amundi boosted its holdings in HealthEquity by 33.6% in the 2nd quarter. Amundi now owns 90,327 shares of the company’s stock worth $8,158,000 after buying an additional 22,735 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in HealthEquity in the 2nd quarter worth $2,619,000. California State Teachers Retirement System increased its stake in HealthEquity by 8,679.7% in the 2nd quarter. California State Teachers Retirement System now owns 8,832,754 shares of the company’s stock worth $797,774,000 after buying an additional 8,732,150 shares in the last quarter. Finally, HB Wealth Management LLC increased its stake in HealthEquity by 70.2% in the 2nd quarter. HB Wealth Management LLC now owns 4,671 shares of the company’s stock worth $422,000 after buying an additional 1,927 shares in the last quarter. 99.55% of the stock is owned by hedge funds and other institutional investors.

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.