HealthEquity (NASDAQ:HQY) Stock Price Expected to Rise, BTIG Research Analyst Says
BTIG Research has raised its price target for HealthEquity (NASDAQ:HQY) from $110 to $115, maintaining a buy rating and projecting a 21.9% upside. This follows other analysts who have also increased their targets and ratings for the stock, contributing to a "Moderate Buy" consensus. HealthEquity recently surpassed earnings expectations with $1.24 EPS against an estimated $1.11, and revenue growth of 7.2% year-over-year.
Aureus Asset Management LLC Lowers Position in HealthEquity, Inc. $HQY
Aureus Asset Management LLC significantly reduced its stake in HealthEquity, Inc. (NASDAQ:HQY) by 85.6% during the first quarter, selling 187,994 shares to hold 31,670 shares valued at $2,647,000. Despite this reduction by one institutional investor, other hedge funds partially increased their holdings in HealthEquity. The company reported strong Q1 earnings, beating analyst estimates with $1.24 EPS and revenue of $354.64 million, and analysts maintain a "Moderate Buy" rating with a consensus target price of $110.57.
Fifth Third Bancorp Has $2.11 Million Stake in HealthEquity, Inc. $HQY
Fifth Third Bancorp significantly increased its stake in HealthEquity, Inc. (NASDAQ:HQY) by 2,370.6% in the first quarter, now owning 25,200 shares worth $2.11 million. Several other institutional investors also adjusted their positions in HQY, and analysts have issued new price targets, resulting in a "Moderate Buy" consensus rating with a target price of $110.57. Company insiders have recently sold shares, while HealthEquity reported strong Q1 earnings, surpassing analyst estimates.
HealthEquity (HQY) Q1 2027 earnings summary
HealthEquity (HQY) reported a strong Q1 2027 with net income rising 29% to $69.4 million and Adjusted EBITDA up 17% to $164.5 million. Revenue grew 7% to $354.6 million, driven by increases across all revenue streams, and total HSA assets climbed 19% to $37.1 billion. The company provided fiscal 2027 guidance expecting revenue between $1.41 billion and $1.42 billion, with continued investment in technology and growth initiatives.
Principal Financial Group Inc. Buys 26,632 Shares of HealthEquity, Inc. $HQY
Principal Financial Group Inc. increased its stake in HealthEquity, Inc. (NASDAQ:HQY) by 9.6% in the first quarter, purchasing an additional 26,632 shares, bringing their total holdings to 304,049 shares valued at $25.4 million. This move comes as HealthEquity shows strong quarterly results, beating EPS estimates and seeing 7.2% year-over-year revenue growth. Wall Street analysts maintain a bullish outlook on HQY, with a consensus "Moderate Buy" rating and a target price of $110.57.
Allspring Global Investments Holdings LLC Lowers Position in HealthEquity, Inc. $HQY
Allspring Global Investments Holdings LLC significantly reduced its stake in HealthEquity, Inc. ($HQY) by 63.5% in the first quarter, selling 462,895 shares and leaving them with 266,615 shares valued at $22.23 million. This comes despite HealthEquity beating earnings expectations with $1.24 EPS and $354.64 million in revenue, an increase of 7.2% year-over-year. Wall Street maintains a "Moderate Buy" consensus rating with an average target price of $110.57 for HQY.
ETFs Investing in HealthEquity Inc Stocks
This article lists various ETFs that invest in HealthEquity Inc. (2HE) stocks, providing detailed information such as market value, weight, issuer, management style, expense ratio, AUM, price, and 3-year total return for each fund. The data is sorted by market value and aims to help investors find accessible opportunities with lower risk in HealthEquity Inc. shares through ETFs.
WCM Investment Management LLC Decreases Stake in HealthEquity, Inc. $HQY
WCM Investment Management LLC significantly reduced its stake in HealthEquity, Inc. (NASDAQ: HQY) by 17.3% in the first quarter of 2026, selling over 40,589 shares and ending with 193,371 shares valued at approximately $15.8 million. This comes as HealthEquity reported strong quarterly results, beating EPS and revenue expectations and raising its FY 2027 guidance. Despite overall positive analyst sentiment with a "Moderate Buy" consensus, the article also notes recent insider selling and a downgrade by Wall Street Zen to a "Hold" rating.
Bessemer Group Inc. Has $32.46 Million Stake in HealthEquity, Inc. $HQY
Bessemer Group Inc. increased its stake in HealthEquity (NASDAQ:HQY) by 4% in Q1, now holding 388,422 shares valued at $32.46 million. Despite some insider selling, analysts maintain a "Moderate Buy" rating with a consensus price target of $110.57. HealthEquity recently beat earnings and revenue estimates and provided a positive FY 2027 EPS guidance.
(HQY) Volatility Zones as Tactical Triggers
This article from Stock Traders Daily provides an AI-generated analysis of Healthequity Inc. (NYSE: HQY) as of July 19, 2026. It highlights strong near and mid-term sentiment, but a weak long-term outlook, with no resistance levels above the current price. The analysis includes specific institutional trading strategies such as position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
ผลการวิจัยจาก HealthEquity ชี้ให้เห็นถึงปัญหาความสามารถในการจ่ายค่าบริการสุขภาพที่ส่งผลกระทบต่อแรงงานชาวอเมริกัน
บทความนี้รายงานผลการวิจัยจาก HealthEquity ซึ่งเผยให้เห็นถึงวิกฤตความสามารถในการจ่ายค่าบริการสุขภาพที่กำลังส่งผลกระทบอย่างรุนแรงต่อแรงงานชาวอเมริกัน. การวิจัยเน้นย้ำถึงความท้าทายที่ผู้คนจำนวนมากต้องเผชิญในการเข้าถึงและชำระค่ารักษาพยาบาลที่จำเป็น.
HealthEquity Inc (HQY) Stock Up 3.8% and Still Undervalued -- GF Score: 93/100
HealthEquity Inc (HQY) shares rose 3.8% to $98.74, trading 4.6% below its GF Value™ of $103.55, indicating it is undervalued with a strong GF Score™ of 93/100. The company shows high growth and valuation ranks, but moderate financial strength and momentum, alongside recent insider selling activity of $1.7 million. Investors are advised to consider these factors, including the stock's P/E ratio which is significantly below its historical median, when evaluating its investment potential.
Reasons to Hold HealthEquity Stock in Your Portfolio for Now
HealthEquity (HQY) stock is recommended for holding, driven by its robust business model, strong first-quarter fiscal 2027 performance, and growth in Health Savings Accounts (HSAs). The company is leveraging AI and digital innovation to enhance efficiency, reduce manual effort, and improve service quality. Despite potential gains, the company faces risks from data security threats, which could impact its long-term margin and growth profile.
Teachers Retirement System of The State of Kentucky Sells 12,030 Shares of HealthEquity, Inc. $HQY
The Teachers Retirement System of The State of Kentucky significantly reduced its stake in HealthEquity, Inc. by selling 12,030 shares, leaving it with 25,476 shares valued at $2.13 million. Despite this, HealthEquity reported strong quarterly earnings, beating analyst estimates for EPS and revenue, and reaffirmed its FY 2027 guidance. Analyst sentiment remains largely positive with a "Moderate Buy" rating and an average price target of $110.57.
Wasatch Advisors (HQY) reports 7.96M HealthEquity shares, a 9.5% stake
Wasatch Advisors has reported a beneficial ownership of 7,960,735 shares of HealthEquity Inc common stock, representing a 9.5% stake in the company as of June 30, 2026. The firm holds sole voting power over 5,564,289 shares and sole dispositive power over all 7,960,735 shares. This disclosure was made in an Amendment No. 4 to their ownership report, signed by CEO Mike Yeates on July 15, 2026.
2HEA Bond Profile — Key Metrics
This article provides a detailed profile of the HealthEquity, Inc. 4.5% 01-OCT-2029 (2HEA) bond, listed on the Frankfurt Stock Exchange. It highlights key facts such as the issuer, issue and maturity dates, outstanding amount, face value, minimum denomination, and coupon rate. The company, HealthEquity, Inc., founded in 2002, specializes in technology-enabled services for healthcare and spending decisions.
Insider Sell Alert: Michael Fiore Sells Shares of HealthEquity Inc (HQY)
Michael Fiore, Executive Vice President and Chief Commercial Officer at HealthEquity Inc, sold 2,354 shares of HQY on July 10, 2026. This transaction brings his total holdings to 52,244 shares, following a year with 12 insider sells and no buys. HealthEquity Inc, trading at $95 with a market cap of $7.9 billion, is considered fairly valued according to its GuruFocus Value.
Insider Selling: HealthEquity (NASDAQ:HQY) EVP Sells 2,354 Shares
HealthEquity (NASDAQ:HQY) EVP Michael Henry Fiore sold 2,354 shares of the company's stock for $223,630 on July 10, 2026. This transaction was conducted under a pre-arranged Rule 10b5-1 plan and follows two previous insider sales by Fiore in recent weeks. Despite the selling, HealthEquity recently reported better-than-expected quarterly earnings and revenue, with analysts maintaining a "Moderate Buy" consensus and a price target of $110.57.
Form 4 Healthequity Inc For: 14 July By Investing.com
This article reports on a Form 4 filing for Healthequity Inc (HQY) on July 14, 2026. The content provides the title and date of the filing, along with the company's stock symbol and a slight negative performance on that day. It is an extremely brief announcement without further details on the Form 4 content.
HealthEquity (NASDAQ: HQY) EVP sells 2,354 shares under Rule 10b5-1 plan
HealthEquity, Inc.'s EVP and Chief Commercial Officer, Michael Henry Fiore, sold 2,354 shares of common stock at $95.00 per share on July 10, 2026. This transaction was conducted under a Rule 10b5-1 trading plan, and following the sale, Fiore directly holds 52,244 shares. The sale amounted to $223,630 and was reported in a Form 4 filing.
Healthequity EVP Michael Fiore sells $223,630 in stock
Healthequity's EVP and Chief Commercial Officer, Michael Henry Fiore, sold 2,354 shares of company stock for a total of $223,630 on July 10, 2026. This sale was executed under a Rule 10b5-1 trading plan adopted in October 2025. The transaction occurs amidst positive analyst sentiment following strong Q1 fiscal year 2027 results and an "Outperform" rating from RBC Capital.
Form 144 HEALTHEQUITY For: 13 July By Investing.com
This Investing.com article reports on a Form 144 filing for HEALTHEQUITY (HQY) on July 13th. The content is very brief, simply stating the filing and its publication details.
Form 4 Healthequity Inc For: 13 July By Investing.com
This article from Investing.com announces the filing of Form 4 for Healthequity Inc (HQY) on July 13. Form 4 is a document that must be filed with the U.S. Securities and Exchange Commission (SEC) whenever there is a material change in the holdings of company insiders. The brief news piece includes a stock quote for HQY and references to other financial headlines.
HealthEquity (NASDAQ: HQY) CCO has 2,270 shares withheld for taxes
HealthEquity, Inc.'s Chief Customer Officer, Michael Gathright, reported a tax-withholding disposition of 2,270 shares of common stock on July 9, 2026, at $93.0661 per share to cover tax obligations. Following this transaction, Gathright directly holds 39,893 shares of common stock. This was not an open-market sale but rather a common practice to satisfy tax liabilities related to equity compensation.
[144] HEALTHEQUITY, INC. SEC Filing
This SEC filing is a Form 144 for HealthEquity, Inc. (HQY), detailing the proposed sale of 2270 shares of common stock by an individual who acquired them through restricted stock vesting from the issuer on July 7, 2025. The aggregate market value of the shares is $211,260.01, with an approximate sale date of July 9, 2026, through Morgan Stanley Smith Barney on NASDAQ. The filing also states that no other securities of the issuer were sold by the person in the past three months.
Form 144 HEALTHEQUITY For: 10 July By Investing.com
This article announces the filing of Form 144 for HEALTHEQUITY (HQY) on July 10th. It is a brief, news-style piece indicating a regulatory filing has occurred, which typically pertains to insider sales of restricted stock. The content itself provides no further details beyond this announcement.
HealthEquity (HQY) AGM 2026 Summary
The HealthEquity (HQY) Annual General Meeting (AGM) 2026 summary details the meeting's proceedings on June 25, 2026. Key items included establishing a quorum with 95.13% representation, voting on five proposals such as director elections and plan approvals, and the nomination of ten directors for terms until the 2027 AGM. The board recommended approval for all proposals, amidst strong financial performance and enhanced governance.
HealthEquity (HQY) CFO discloses 2,839-share tax-withholding transaction, holds 104,617 shares
HealthEquity, Inc. CFO James M. Lucania reported a routine tax-withholding transaction involving 2,839 shares of common stock on July 8, 2026, valued at $95.0831 per share. This disposition was for tax obligations and not an open-market sale, leaving him with 104,617 directly held shares. The transaction is considered administrative and does not signal a directional view on the stock.
Form 4 Healthequity Inc For: 10 July By Investing.com
This article from Investing.com is a regulatory filing update, specifically a Form 4 for Healthequity Inc (HQY), dated for July 10. Such filings typically disclose transactions by company insiders, but the article provides no further details beyond the title and company name. It also lists the stock symbol HQY and its current performance change.
Form 4 Healthequity Inc For: 10 July By Investing.com
This article from Investing.com is a regulatory filing update, specifically Form 4 for Healthequity Inc., dated July 10. It briefly mentions the company's stock symbol HQY and includes a general disclaimer about financial markets. The content is primarily a placeholder for the Form 4 information, accompanied by various market data and news links.
[144] HEALTHEQUITY, INC. SEC Filing
This SEC filing (Form 144) for HealthEquity, Inc. (HQY) details a proposed sale of 1,238 shares of common stock with an aggregate market value of $117,712.88. The securities were acquired on April 2, 2025, through restricted stock vesting as compensation. The notice includes standard declarations regarding material adverse information and Federal Criminal Violation warnings.
HealthEquity (NASDAQ: HQY) holder files to sell 1,103 shares valued at $104,876
A holder of HealthEquity (NASDAQ: HQY) has filed a Form 144 notice to sell 1,103 common shares, with an aggregate value of $104,876.64. The planned sale through Morgan Stanley Smith Barney on NASDAQ is scheduled for July 8, 2026. These shares originated from restricted stock awards granted as compensation, which vested on March 29, 2023, March 27, 2024, and April 2, 2025.
HealthEquity (HQY) insider plans 1,087-share stock sale after restricted vesting
An insider at HealthEquity, Inc. (HQY) named Delano Ladd has filed a Form 144 notice to sell 1,087 shares of common stock, valued at $103,355.31, through Morgan Stanley Smith Barney, with the sale targeted for July 8, 2026, on NASDAQ. These shares are related to restricted stock vesting events from 2023, 2024, and 2025. The filing also notes a previous 10b5-1 sale of 7,500 shares for $649,200.00 on May 28, 2026.
HealthEquity (HQY) EVP Fiore delivers 2,045 shares for tax withholding at $95.08
HealthEquity EVP and Chief Commercial Officer Michael Henry Fiore reported a Form 4 transaction involving the disposition of 2,045 shares of Common Stock at $95.0831 per share. This transaction was for tax withholding purposes and not an open-market sale. Following this activity, Fiore directly holds 54,598 shares of HQY.
HealthEquity (NASDAQ: HQY) insider plans sale of 2,839 common shares
An insider at HealthEquity (NASDAQ: HQY) plans to sell 2,839 shares of common stock, valued at $269,940.86, through Morgan Stanley Smith Barney on the NASDAQ market. This proposed sale, covered by a Form 144 filing, is related to compensation-based restricted stock vesting awards from prior dates. The planned sale date is July 8, 2026.
HealthEquity, Inc. (NASDAQ:HQY) Receives Average Recommendation of "Moderate Buy" from Brokerages
HealthEquity, Inc. (NASDAQ:HQY) has received a "Moderate Buy" consensus rating from thirteen brokerages, with an average one-year price target of $110.57. The company recently exceeded earnings expectations, reporting $1.24 EPS against an estimated $1.11, and revenue of $354.64 million, a 7.2% year-over-year increase. Despite insider selling, institutional investors hold a significant majority of the stock.
HealthEquity (HQY) Q4 2025 earnings summary
HealthEquity (HQY) reported strong Q4 and full-year fiscal 2025 results, with revenue reaching $1.2 billion for the year (up 20%) and $311.8 million for Q4 (up 19%). The company also saw significant growth in HSA accounts and assets, exceeding 17 million total accounts and $32.1 billion in HSA assets, driven by new sales and the acquisition of BenefitWallet's HSA portfolio. HealthEquity provided a positive outlook for FY26, projecting revenue between $1.28 billion and $1.305 billion, along with increased GAAP and non-GAAP net income and Adjusted EBITDA.
HealthEquity stock and its role in US consumer health benefits
HealthEquity, Inc. provides technology-enabled services for managing health savings accounts (HSAs) and other consumer-directed benefits in the US. The company's digital platform connects employees, employers, and health plans, streamlining the administration of these tax-advantaged accounts and helping individuals manage healthcare costs and plan for long-term financial needs. Its business model focuses on account growth, assets under custody, and member engagement within the evolving US healthcare benefits market, particularly with high-deductible health plans.
(HQY) Volatility Zones as Tactical Triggers
This article analyzes Healthequity Inc. (NYSE: HQY) using AI models, highlighting strong near and mid-term sentiment but a weak long-term outlook. It identifies key price levels, with no resistance above the current price suggesting upside potential. The analysis provides three distinct trading strategies—position, momentum breakout, and risk hedging—tailored for different risk profiles.
Healthequity EVP, chief commercial officer, sells $234,650 stock
Michael Henry Fiore, EVP and Chief Commercial Officer at HEALTHEQUITY, INC. (HQY), sold 2,470 shares of company stock for $234,650 on July 2, 2026. This sale was executed under a Rule 10b5-1 trading plan adopted in October 2025. Despite the insider sale, InvestingPro data suggests the stock is undervalued, and recent financial results for Q1 fiscal year 2027 exceeded market expectations, leading to reiterated Outperform ratings from RBC Capital and Citizens.
Healthequity EVP, chief commercial officer, sells $234,650 stock By Investing.com
Michael Henry Fiore, EVP and Chief Commercial Officer at HealthEquity Inc. (NASDAQ:HQY), sold 2,470 shares totaling $234,650 on July 2, 2026, through a Rule 10b5-1 trading plan. Despite this insider sale, InvestingPro data suggests the stock is undervalued with a PEG ratio of 0.37. The company recently reported strong Q1 fiscal year 2027 results, surpassing market expectations, leading RBC Capital and Citizens to reiterate Outperform ratings and raise price targets.
Form 4 Healthequity Inc For: 7 July By Investing.com
This article reports a Form 4 filing for Healthequity Inc (HQY) on July 7th. It briefly notes the company's stock performance for the day, showing a 0.42% increase, and is presented as a routine financial disclosure update.
HealthEquity (NASDAQ: HQY) EVP Fiore sells 2,470 shares in pre-set trade
Michael Henry Fiore, EVP and Chief Commercial Officer at HealthEquity, sold 2,470 shares of the company's common stock at $95.00 per share, totaling $234,650. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan adopted on October 14, 2025. Following the sale, Fiore still holds 56,643 shares, indicating his continued substantial equity stake in HealthEquity.
Strs Ohio Sells 31,200 Shares of HealthEquity, Inc. $HQY
Strs Ohio significantly reduced its stake in HealthEquity, selling 31,200 shares, bringing its total holdings to 33,200 shares valued at $2.78 million. This comes as HealthEquity reported strong quarterly earnings, beating EPS and revenue estimates, though insider selling by executives and directors continued under pre-arranged plans. Analysts maintain a "Moderate Buy" rating with a consensus target price of $110.57 for the company.
HealthEquity Inc focuses on benefits technology as investors weigh long-term growth
HealthEquity Inc (HQY, US42226C1071) operates a leading platform for health savings accounts and related benefits, offering investors exposure to healthcare, tax-advantaged savings, and workplace benefits. The company's business model relies on recurring service fees, custodial revenue from assets under administration, and income from payment and card services. Growth is driven by rising medical costs, high-deductible health plans, and the increasing adoption of health savings accounts by employers, but is also sensitive to economic cycles and interest rates.
HealthEquity (HQY) Is Up 8.5% After Russell Exit And ESOP Share Offering - Has The Bull Case Changed?
HealthEquity (HQY) recently experienced an 8.5% stock increase despite being removed from the Russell 2000 Dynamic Index and filing a shelf registration for a US$204.82 million ESOP share offering. Investors are evaluating whether these events alter the company's long-term investment narrative, which relies on the growth of health savings accounts, considering the interplay between equity issuance and an active share repurchase program. The article emphasizes the importance of HealthEquity's execution on revenue and earnings growth, as well as its sensitivity to interest income and broader employment conditions.
HealthEquity (HQY) Is Up 8.5% After Russell Exit And ESOP Share Offering - Has The Bull Case Changed?
HealthEquity (HQY) saw an 8.5% stock increase despite being removed from the Russell 2000 Dynamic Index and filing for a US$204.82 million ESOP share offering. Investors are now evaluating the company's shifting ownership dynamics and capital allocation strategy, seeking to understand how these changes, alongside its active share repurchase program, will affect its long-term market position. The core investment thesis still relies on the expansion of health savings accounts, with revenue and earnings growth as key catalysts.
Stephens Investment Management Group LLC Has $57.21 Million Stake in HealthEquity, Inc. $HQY
Stephens Investment Management Group LLC slightly reduced its stake in HealthEquity, Inc. by 5.7% in Q1, but still holds 684,619 shares valued at $57.21 million. HealthEquity reported stronger-than-expected Q1 earnings with EPS of $1.24 and revenue up 7.2% year-over-year. Analysts maintain a "Moderate Buy" consensus with an average price target of $110.57 for the stock.
Oxbow Advisors LLC Purchases Shares of 37,653 HealthEquity, Inc. $HQY
Oxbow Advisors LLC initiated a new position in HealthEquity, Inc. by purchasing 37,653 shares valued at approximately $3.15 million during the first quarter. This comes as institutional interest in HealthEquity remains high, with 99.55% of the company's shares owned by institutional investors and several other firms also increasing their stakes. HealthEquity recently surpassed EPS and revenue estimates, and analysts maintain a "Moderate Buy" rating with a consensus price target of $110.57.
HealthEquity (NASDAQ:HQY) Stock Rating Lowered by Wall Street Zen
Wall Street Zen downgraded HealthEquity (NASDAQ:HQY) from a "buy" to a "hold" rating, despite the broader analyst consensus remaining a "Moderate Buy" with an average price target of $110.57. The downgrade follows recent insider selling by two executive vice presidents, although the company reported strong Q1 earnings, beating EPS and revenue expectations. HealthEquity's stock opened at $95.31 on Friday, with insider ownership at 1.60% and institutional investors holding 99.55% of the shares.
