Universal Beteiligungs und Servicegesellschaft mbH Boosts Stock Position in HealthEquity, Inc. $HQY

Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in HealthEquity, Inc. (NASDAQ:HQY) by 33.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 33,488 shares of the company’s stock after purchasing an additional 8,334 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in HealthEquity were worth $3,174,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. NorthCrest Asset Manangement LLC increased its stake in shares of HealthEquity by 2.9% in the 3rd quarter. NorthCrest Asset Manangement LLC now owns 6,634 shares of the company’s stock worth $587,000 after acquiring an additional 189 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in shares of HealthEquity by 30.9% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 7,713 shares of the company’s stock valued at $683,000 after purchasing an additional 1,820 shares during the period. Sequoia Financial Advisors LLC grew its holdings in shares of HealthEquity by 7.3% in the third quarter. Sequoia Financial Advisors LLC now owns 31,889 shares of the company’s stock valued at $3,022,000 after purchasing an additional 2,158 shares during the period. Evergreen Capital Management LLC acquired a new stake in HealthEquity during the third quarter worth about $210,000. Finally, Stephens Inc. AR raised its stake in HealthEquity by 10.9% during the third quarter. Stephens Inc. AR now owns 7,123 shares of the company’s stock worth $675,000 after purchasing an additional 701 shares during the period. Institutional investors and hedge funds own 99.55% of the company’s stock.

HealthEquity Trading Down 0.2%

Shares of NASDAQ HQY opened at $82.85 on Thursday. HealthEquity, Inc. has a twelve month low of $74.07 and a twelve month high of $116.65. The company has a current ratio of 4.13, a quick ratio of 4.13 and a debt-to-equity ratio of 0.46. The stock has a fifty day simple moving average of $93.52 and a 200-day simple moving average of $93.69. The stock has a market capitalization of $7.08 billion, a PE ratio of 38.00, a PEG ratio of 1.20 and a beta of 0.20.

HealthEquity (NASDAQ:HQY) last posted 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 firm had revenue of $322.16 million for the quarter, compared to analyst estimates of $320.92 million. HealthEquity had a return on equity of 12.94% and a net margin of 14.86%.HealthEquity’s revenue was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.78 EPS. HealthEquity has set its FY 2026 guidance at 3.870-3.950 EPS. On average, equities analysts forecast that HealthEquity, Inc. will post 2.32 earnings per share for the current year.

Insider Buying and Selling

In related news, EVP Delano Ladd sold 1,500 shares of the company’s stock in a transaction that occurred 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 sale, the executive vice president directly 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Elimelech Rosner sold 10,959 shares of the stock in a transaction that occurred on Thursday, December 18th. The stock was 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 approximately $4,366,073.90. This trade represents a 19.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 13,959 shares of company stock valued at $1,344,957 in the last 90 days. Company insiders own 1.50% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Barclays initiated coverage on shares of HealthEquity in a research note on Monday, December 8th. They issued an “overweight” rating and a $118.00 price target for the company. JPMorgan Chase & Co. increased their price objective on HealthEquity from $126.00 to $129.00 and gave the stock an “overweight” rating in a research report on Thursday, December 4th. Citizens Jmp raised their target price on HealthEquity from $117.00 to $122.00 and gave the stock a “market outperform” rating in a research note on Thursday, December 4th. BMO Capital Markets restated a “market perform” rating on shares of HealthEquity in a research report on Thursday, December 4th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of HealthEquity in a report on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $119.60.

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.