Private Advisory Group LLC Takes $9.05 Million Position in HealthEquity, Inc. $HQY

Private Advisory Group LLC acquired a new position in shares of HealthEquity, Inc. (NASDAQ:HQY) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 95,507 shares of the company’s stock, valued at approximately $9,051,000. Private Advisory Group LLC owned 0.11% of HealthEquity at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Caitong International Asset Management Co. Ltd acquired a new position in HealthEquity during the 2nd quarter worth approximately $33,000. True Wealth Design LLC boosted its holdings in 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 last quarter. Cullen Frost Bankers Inc. increased its stake in HealthEquity by 172.3% in the 2nd quarter. Cullen Frost Bankers Inc. now owns 354 shares of the company’s stock valued at $37,000 after buying an additional 224 shares during the last quarter. Farther Finance Advisors LLC increased its stake in HealthEquity by 59.3% in the 3rd quarter. Farther Finance Advisors LLC now owns 392 shares of the company’s stock valued at $37,000 after buying an additional 146 shares during the last quarter. Finally, AlphaQuest LLC lifted its position in HealthEquity by 52.2% during the 3rd quarter. AlphaQuest LLC now owns 624 shares of the company’s stock worth $59,000 after buying an additional 214 shares in the last quarter. Institutional investors and hedge funds own 99.55% of the company’s stock.

HealthEquity Price Performance

HQY stock opened at $78.89 on Monday. The company’s 50-day moving average price is $86.55 and its two-hundred day moving average price is $91.68. The firm has a market cap of $6.74 billion, a P/E ratio of 36.19, a P/E/G ratio of 0.98 and a beta of 0.24. The company has a quick ratio of 4.13, a current ratio of 4.13 and a debt-to-equity ratio of 0.46. HealthEquity, Inc. has a 12 month low of $72.76 and a 12 month high of $116.65.

HealthEquity (NASDAQ:HQY) last posted its quarterly 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%. The firm’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same quarter last year, the business posted $0.78 EPS. HealthEquity has set its FY 2026 guidance at 3.870-3.950 EPS. On average, analysts anticipate that HealthEquity, Inc. will post 2.32 earnings per share for the current fiscal year.

Insider Buying and Selling at HealthEquity

In related news, EVP Delano Ladd sold 1,500 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $94.72, for a total value of $142,080.00. Following the completion of the transaction, the executive vice president owned 73,979 shares of the company’s stock, valued at $7,007,290.88. This represents a 1.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Elimelech Rosner sold 10,959 shares of the firm’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 sale, the executive vice president owned 45,742 shares in the company, valued at $4,366,073.90. This represents a 19.33% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 1.50% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Barclays decreased their price objective on HealthEquity from $118.00 to $110.00 and set an “overweight” rating for the company in a report on Wednesday. KeyCorp lifted their target price on HealthEquity from $120.00 to $125.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. UBS Group set a $110.00 price objective on HealthEquity in a research report on Tuesday, February 17th. Barrington Research reaffirmed an “outperform” rating and set a $125.00 target price on shares of HealthEquity in a report on Thursday, December 4th. Finally, Raymond James Financial set a $100.00 price target on shares of HealthEquity in a research report on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, HealthEquity currently has a consensus rating of “Moderate Buy” and an average target price of $113.87.

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.