King Luther Capital Management Corp Raises Stock Position in HealthEquity, Inc. $HQY
King Luther Capital Management Corp increased its holdings in HealthEquity, Inc. (NASDAQ:HQY) by 60.6% in the third quarter, now owning 80,584 shares valued at $7.64 million. Other institutional investors also adjusted their stakes, with Vanguard Group Inc. significantly growing its position. The article also details recent insider transactions and various analyst ratings, which collectively give HealthEquity a "Moderate Buy" rating with an average target price of $113.87.
Maridea Wealth Management LLC Buys New Position in HealthEquity, Inc. $HQY
Maridea Wealth Management LLC has acquired a new position in HealthEquity, Inc. (NASDAQ:HQY) during the third quarter, purchasing 15,262 shares valued at approximately $1.42 million. Institutional investors now hold about 99.55% of the company's stock, and Wall Street analysts currently rate HealthEquity as a "Moderate Buy" with an average price target of $116.13. The company recently surpassed Q3 earnings estimates and issued strong FY2026 EPS guidance, despite recent insider stock sales.
HealthEquity reports 7% growth in HSA accounts, 14% rise in assets
HealthEquity, Inc. (HQY) announced a 7% increase in Health Savings Accounts (HSAs) to 10.6 million and a 14% rise in HSA assets to $36.5 billion as of January 31, 2026. The company, which is near its 52-week low and considered undervalued, reaffirmed its financial guidance for fiscal years 2026 and 2027 and noted strong performance with a 12.2% revenue growth over the last twelve months and a perfect Piotroski Score of 9. Upcoming events include Q4 and FY2026 results conference call on March 17, 2026, and presentations at investor conferences.
Record HSA growth at HealthEquity (NASDAQ: HQY) as outlook reaffirmed
HealthEquity, Inc. announced record health savings account (HSA) growth for its fiscal year ended January 31, 2026, with HSAs reaching 10.6 million and HSA Assets increasing 14% to $36.5 billion. The company reaffirmed its financial outlook for fiscal years 2026 and 2027, expecting 2026 results to be at the high end of previous guidance. This strong performance was attributed to record fourth-quarter sales and increased utilization of HSA-eligible plans by employers.
HealthEquity (NASDAQ:HQY) Given New $110.00 Price Target at BTIG Research
BTIG Research has lowered its price target for HealthEquity (NASDAQ:HQY) from $130.00 to $110.00, while maintaining a "buy" rating, indicating a potential upside of approximately 48.9%. This adjustment follows HealthEquity's strong Q earnings report, where the company exceeded EPS and revenue expectations. The stock currently holds a consensus "Moderate Buy" rating among analysts.
BTIG Lowers Price Target for HealthEquity (HQY) to $110.00 | HQY Stock News
BTIG has reaffirmed its "Buy" rating for HealthEquity (HQY) but has reduced its price target from $130.00 to $110.00, representing a 15.38% decrease. This adjustment comes despite continued confidence in the company's market position, with other analysts offering varied ratings and price targets. HealthEquity, a provider of healthcare saving and spending solutions, currently has an average target price of $119.13 among 16 analysts, implying a significant upside from its current stock price.
Atria Investments Inc Increases Stake in HealthEquity, Inc. $HQY
Atria Investments Inc significantly increased its stake in HealthEquity, Inc. (NASDAQ:HQY) by 68.5% in the third quarter, bringing its total holdings to 37,742 shares valued at approximately $3.58 million. The article notes mixed but generally positive analyst sentiment, with an average "Moderate Buy" rating and a price target of $119.60, despite a recent downgrade by Goldman Sachs. HealthEquity has also seen insider selling activity totaling around $1.34 million in the last three months, while institutional investors own nearly 99.55% of the company's stock.
Reasons to Add HealthEquity Stock to Your Portfolio for Now
This article suggests adding HealthEquity (HQY) stock to an investment portfolio. The reasoning behind this recommendation is not provided in the given snippet, but it implies a positive outlook for the company's performance.
HealthEquity, Inc. $HQY Shares Bought by 12th Street Asset Management Company LLC
12th Street Asset Management Company LLC significantly increased its stake in HealthEquity (NASDAQ:HQY) by 114.4% in the third quarter, making it their 10th largest holding. Other institutional investors also adjusted their positions in HQY. Analysts have given HealthEquity a "Moderate Buy" rating with an average price target of $119.60, while company insiders have recently sold shares.
Healthequity stock hits 52-week low at 74.04 USD By Investing.com
Healthequity (HQY) stock has reached a new 52-week low of $74.04 USD, marking a significant 34.76% decline over the past year. Despite this downturn, the company boasts a strong Piotroski Score of 9, with solid financials including a current ratio of 4.13 and 12.2% revenue growth. While facing market-specific challenges, recent Q3 fiscal 2026 results exceeded analyst expectations with revenue of $322.2 million and EPS of $1.01, leading analysts to reiterate positive ratings and raise price targets, suggesting underlying strength.
Healthequity stock hits 52-week low at 74.04 USD By Investing.com
HealthEquity Inc. (HQY) stock has reached a new 52-week low at $74.04, reflecting a 34.76% decline over the past year. Despite this downturn, the company shows strong fundamentals with a Piotroski Score of 9, a current ratio of 4.13, and 12.2% revenue growth, while also exceeding Q3 fiscal 2026 revenue and EPS expectations. Analysts remain cautiously optimistic, raising price targets based on margin improvements and efficiency gains.
Oppenheimer Asset Management Inc. Purchases 48,621 Shares of HealthEquity, Inc. $HQY
Oppenheimer Asset Management Inc. has increased its stake in HealthEquity, Inc. by 45.5%, purchasing an additional 48,621 shares to bring its total holdings to 155,543 shares, valued at approximately $14.74 million. HealthEquity, a leading administrator of consumer-directed health accounts, currently holds a "Moderate Buy" consensus rating from analysts, with an average price target of $119.60. The company recently surpassed EPS expectations and provided optimistic FY2026 guidance.
HealthEquity, Inc. (NASDAQ:HQY) Receives Consensus Rating of "Moderate Buy" from Analysts
Analysts have issued a "Moderate Buy" consensus rating for HealthEquity, Inc. (NASDAQ:HQY), with an average 1-year target price of $119.60. The company recently surpassed quarterly earnings and revenue expectations and has provided positive FY2026 EPS guidance. Despite recent insider selling, institutional investors hold a significant majority of the company's stock.
Bessemer Group Inc. Raises Holdings in HealthEquity, Inc. $HQY
Bessemer Group Inc. significantly increased its stake in HealthEquity, Inc. (NASDAQ:HQY) by 21.3% in the third quarter of 2025, now owning 349,342 shares valued at approximately $33.1 million. This increase follows HealthEquity's strong Q3 earnings, where it surpassed analyst expectations with $1.01 EPS and $322.16 million in revenue, leading to a "Moderate Buy" consensus rating from analysts. The article also notes recent insider stock sales and provides an overview of HealthEquity's financial performance and services.
Trading Systems Reacting to (HQY) Volatility
This article from Stock Traders Daily discusses Healthequity Inc. (NYSE: HQY) volatility, highlighting divergent sentiment indicators and an "exceptional 39.8:1 risk-reward setup" targeting an 11.6% gain. It details three distinct AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, providing specific entry, target, and stop-loss levels.
HealthEquity, Inc. $HQY Stock Position Lowered by New York State Common Retirement Fund
New York State Common Retirement Fund reduced its stake in HealthEquity, Inc. by 9.2% in the third quarter, holding 177,093 shares valued at approximately $16.8 million. Concurrently, company insiders sold 13,959 shares totaling $1.34 million. Despite the institutional selling, Wall Street analysts maintain a "Moderate Buy" consensus rating with an average price target of $119.60, and HealthEquity exceeded quarterly EPS estimates, providing strong FY2026 guidance.
HealthEquity’s Fiscal Year-End Sets Stage for March Financial Disclosure
HealthEquity Inc. has closed its fiscal year 2026, with financial statements anticipated in mid-March, likely on March 17. The market is keenly watching if the company can sustain positive momentum in its custodial assets, particularly focusing on total account growth, Assets under Custody (AUC), and the yield on custodial cash balances. The report will also detail technological advancements and member engagement in the growing Health Savings Account (HSA) sector.
HealthEquity’s Fiscal Year-End Sets Stage for March Financial Disclosure
HealthEquity Inc. has concluded its fiscal year 2026 and will be disclosing its comprehensive financial statements in mid-March, with March 17 eyed as the probable announcement date. Investors will be keenly watching total account growth, Assets under Custody (AUC), and the yield on custodial cash balances, as these metrics are crucial for the company's revenue and profitability, especially given its specialization in Health Savings Accounts (HSAs). The report will provide insight into the company's operational health and future strategic direction.
How HealthEquity’s GARP Profile and Accelerating Earnings Narrative At HealthEquity (HQY) Has Changed Its Investment Story
HealthEquity (HQY) is being highlighted as a Growth at a Reasonable Price (GARP) candidate due to its solid growth characteristics, financial strength, and accelerating earnings trends that appear attractive relative to its peers. While recent analyst research reinforces its current investment narrative of continued EPS growth and improving margins, the stock still faces challenges such as a rich earnings multiple and expectations for high-teens profit growth. Despite potential undervaluation by 46%, there is a wide range of fair value estimates among investors, reflecting differing assumptions about its growth story.
HealthEquity Inc (NASDAQ:HQY) Presents a Compelling Growth and Breakout Opportunity
HealthEquity Inc (NASDAQ:HQY) is identified as a compelling growth and breakout opportunity through a combined fundamental and technical analysis. The company demonstrates strong fundamental growth with impressive revenue and EPS trajectories, high profitability margins, and solid financial health. Technically, HQY shows a promising setup rating due to consolidation in a range and trading near key support levels, suggesting a potential reversal and breakout.
Strs Ohio Raises Holdings in HealthEquity, Inc. $HQY
Strs Ohio significantly increased its stake in HealthEquity, Inc. (NASDAQ:HQY) by 120.1% in the third quarter, bringing its total holdings to 35,000 shares worth $3.32 million. This move aligns with other large institutional increases, demonstrating strong institutional interest, despite recent insider share sales. HealthEquity also reported stronger-than-expected quarterly earnings and provided optimistic full-year 2026 EPS guidance, maintaining a "Moderate Buy" analyst rating.
GDS Wealth Management Raises Stock Position in HealthEquity, Inc. $HQY
GDS Wealth Management increased its stake in HealthEquity, Inc. (NASDAQ:HQY) by 15.7% in Q3, now owning 100,969 shares valued at approximately $9.57 million. This move comes amidst high institutional ownership and recent insider selling. Analysts maintain a "Moderate Buy" consensus with an average price target of $119.60, following HealthEquity's Q3 earnings beat and positive FY2026 EPS guidance.
Here's Why You Should Add HealthEquity Stock to Your Portfolio Now
HealthEquity, Inc. (HQY) is presented as a strong buy due to its robust business model, expansion of Health Savings Accounts (HSAs), and unique investment platform, evidenced by a decent fourth-quarter fiscal 2025 performance. Despite potential risks from data security issues and stiff competition, the company is experiencing significant growth in HSA offerings and total assets. With optimistic revenue and EPS projections for fiscal 2026, HQY is positioned for continued growth.
Did New FY 2027 Revenue Guidance and JPM Spotlight Just Shift HealthEquity's (HQY) Investment Narrative?
HealthEquity, Inc. (HQY) recently provided FY 2027 revenue guidance of US$1.38 billion to US$1.41 billion and presented at the J.P. Morgan Healthcare Conference, offering investors a clearer financial outlook. While the new guidance provides a short-term reference, it doesn't radically alter the investment narrative, with key catalysts remaining execution, HSA asset yields, and new account wins. The company still faces risks including its rich earnings multiple and recent insider selling, and its shares may trade significantly above fair value according to some estimates.
How Healthequity Inc. (HQY) Affects Rotational Strategy Timing
This article analyzes Healthequity Inc. (HQY) using AI models to suggest trading strategies for different risk profiles and holding periods, including position trading, momentum breakout, and risk hedging. It highlights a neutral near-term sentiment that could moderate mid-term weakness, with an exceptional 42.0:1 risk-reward setup. The analysis provides multi-timeframe signal insights, identifying support and resistance levels.
Did New FY 2027 Revenue Guidance and JPM Spotlight Just Shift HealthEquity's (HQY) Investment Narrative?
HealthEquity, Inc. released its FY 2027 revenue guidance of US$1.38 billion to US$1.41 billion and presented at the J.P. Morgan Healthcare Conference, providing investors with a clearer financial outlook. While this guidance offers a short-term reference point, the article suggests it doesn't radically alter the investment narrative, emphasizing that execution against guidance, HSA asset yields, and new account wins remain key catalysts. The company's high earnings multiple, recent insider selling, and sensitivity of sentiment to guidance shifts are highlighted as potential risks for investors.
The Truth About HealthEquity Inc: Why Wall Street Is Quietly Loading Up On HQY
HealthEquity Inc (HQY) is gaining quiet attention from Wall Street investors, despite its low profile. The company specializes in administering Health Savings Accounts (HSAs) and other consumer-directed benefits, a market poised for significant growth due to increasing healthcare costs and tax advantages. HealthEquity's business model generates revenue from account administration and invested balances, positioning it as a scalable infrastructure player in the health finance sector.
The Truth About HealthEquity Inc: Why Wall Street Is Quietly Loading Up On HQY
HealthEquity Inc (HQY) is gaining quiet attention on Wall Street as a potential long-term growth stock, despite not being a mainstream trending company. The article explains that HQY is a pure-play on the exploding Health Savings Account (HSA) market, generating revenue from account administration and invested balances. It positions HealthEquity as critical, scalable infrastructure in the healthcare finance system, offering a focused advantage over larger competitors by specializing in HSAs and other consumer-directed benefits.
HealthEquity (NASDAQ:HQY) Rating Increased to Buy at Wall Street Zen
Wall Street Zen upgraded HealthEquity (NASDAQ:HQY) from a "hold" to a "buy" rating, contributing to its "Moderate Buy" consensus and an average analyst target of $119.60. The company recently surpassed quarterly earnings and revenue estimates and provided positive FY2026 guidance. Despite insider stock sales totaling approximately $1.34 million, institutional investors hold a significant 99.55% ownership stake in HealthEquity.
Stephens Investment Management Group LLC Has $68.64 Million Stock Holdings in HealthEquity, Inc. $HQY
Stephens Investment Management Group LLC reduced its stake in HealthEquity, Inc. (NASDAQ:HQY) by 28.7% in the third quarter, selling 292,089 shares and holding 724,244 shares valued at $68.64 million. Despite this, other institutions like Norges Bank, Westfield Capital Management, AQR Capital Management, Man Group, and Viking Global Investors significantly increased their positions, bringing institutional ownership to approximately 99.55%. HealthEquity beat Q3 earnings expectations and carries a "Moderate Buy" consensus rating with a price target of $119.60.
HealthEquity, Inc. (NASDAQ:HQY) Given Consensus Rating of "Moderate Buy" by Brokerages
HealthEquity, Inc. (NASDAQ:HQY) has received a consensus "Moderate Buy" rating from brokerages, with an average 1-year price target of $119.60. The company recently surpassed quarterly earnings estimates, reporting $1.01 EPS versus an expected $0.90, and set FY 2026 EPS guidance between $3.870 and $3.950. Despite some insider selling, institutional investors hold a significant majority of the shares.
HQY - HealthEquity Announces Closing of Follow-on Offering
HealthEquity, Inc. (NASDAQ: HQY) announced the closing of its underwritten public offering of 4,600,000 shares of common stock, generating gross proceeds of $257,600,000. The company plans to use these proceeds to pre-pay $200 million of its term loan facility to free up capital for growth and potential acquisitions, with underwriters holding a 30-day option for an additional 690,000 shares.
Reasons to Add HealthEquity Stock to Your Portfolio for Now
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A Look At HealthEquity (HQY) Valuation As New Guidance And Split Analyst Calls Draw Attention
HealthEquity (HQY) has issued new revenue guidance for fiscal year 2027 and reaffirmed current year expectations, targeting $1.38b-$1.41b. The stock has experienced recent declines despite a 3-year shareholder return of nearly 40%. Analysts are divided, with one narrative suggesting the stock is 29.6% undervalued, while another highlights high P/E ratios indicating that much future growth is already priced in.
HealthEquity Announces Year-End Sales Outlook, Presentation at JP Morgan Healthcare Conference
HealthEquity, the largest independent health savings account (HSA) custodian, has released its end-of-fiscal-year 2021 sales outlook and will present at the JP Morgan Healthcare Conference. The company predicts significant growth in HSA members, assets, and total accounts, along with an increased outlook for HSA cash yield in fiscal year 2022. CEO Jon Kessler highlighted the team's efforts in growing HSAs and expressed excitement for future sales growth.
HealthEquity expects FY 2027 revenue between $1.38B and $1.41B; shares down over 7%
HealthEquity announced its financial outlook for fiscal year 2027, projecting revenue to be between $1.38 billion and $1.41 billion. This forecast led to a significant drop in the company's shares by over 7%. The market reacted negatively to the long-term revenue projections.
HealthEquity, Inc. Projects Fiscal Year 2027 Revenue Range and Reaffirms Fiscal Year 2026 Guidance
HealthEquity, Inc. has announced its fiscal year 2027 revenue outlook, projecting between $1.38 billion and $1.41 billion, while also reaffirming its guidance for fiscal year 2026. The company, the largest HSA custodian in the U.S., highlighted its ongoing efforts in modernizing operations, enhancing security, and improving digital engagement to support durable growth in addressing healthcare affordability. CEO Scott Cutler emphasized their position in the growing health savings market, managing over 17 million accounts, and detailed plans to present further insights at the upcoming J.P. Morgan Healthcare Conference.
HealthEquity, Inc. Projects Fiscal Year 2027 Revenue Range and Reaffirms Fiscal Year 2026 Guidance
HealthEquity, Inc. announced its fiscal year 2027 revenue outlook, projecting revenues between $1.38 billion and $1.41 billion, alongside an Adjusted EBITDA margin of 43.8% to 44.3%. The company also reaffirmed its guidance for fiscal year 2026, showcasing confidence in its financial performance and leadership in the health savings market. CEO Scott Cutler highlighted ongoing modernization efforts to enhance security and digital engagement, positioning HealthEquity for sustained growth in addressing healthcare affordability.
HealthEquity Announces Fiscal Year 2027 Outlook Presentation at J.P. Morgan Healthcare Conference
HealthEquity, Inc. announced its initial fiscal year 2027 outlook, projecting revenues between $1.38 billion and $1.41 billion with an Adjusted EBITDA margin of 43.8% to 44.3%. The company also reaffirmed its previously provided guidance for fiscal year 2026. This outlook will be discussed further at the 44th Annual J.P. Morgan Healthcare Conference.
HealthEquity Announces Fiscal Year 2027 Outlook Presentation at J.P. Morgan Healthcare Conference
HealthEquity, Inc. announced its initial financial outlook for the fiscal year ending January 31, 2027, projecting revenues between $1.38 billion and $1.41 billion, alongside reaffirming its fiscal year 2026 guidance. The company, a leading HSA custodian, aims for an Adjusted EBITDA margin of 43.8% to 44.3% and a 3.75% yield on HSA Cash. This outlook reflects strategic improvements in security, digital experience, and engagement, with a presentation scheduled for the J.P. Morgan Healthcare Conference.
HealthEquity Announces Fiscal Year 2027 Outlook Presentation at J.P. Morgan Healthcare Conference
HealthEquity, Inc. announced its initial financial outlook for fiscal year 2027, projecting revenues between $1.38 billion and $1.41 billion with an Adjusted EBITDA margin of 43.8% to 44.3%. The company also reaffirmed its guidance for fiscal year 2026, emphasizing its strengthened foundation and momentum as a scaled platform for healthcare affordability through HSAs and other consumer-directed benefits. HealthEquity plans to discuss these estimates at the 44th Annual J.P. Morgan Healthcare Conference.
HealthEquity Inc (NASDAQ:HQY) Presents a Compelling Growth and Technical Setup
HealthEquity Inc (NASDAQ:HQY) is highlighted as a compelling investment opportunity, combining strong fundamental growth with a promising technical setup for a potential breakout. The company exhibits robust growth in EPS and revenue, high profitability margins, and a solid financial condition. Technically, the stock is consolidating near a clear support area, suggesting a potential entry point for investors.
HealthEquity (NASDAQ:HQY) delivers shareholders decent 16% CAGR over 3 years, surging 3.4% in the last week alone
HealthEquity, Inc. (NASDAQ:HQY) has shown a 57% return over three years, which translates to a decent 16% CAGR, though this is below the broader market's average return. Despite a recent 3.4% surge in the last week, the stock experienced a 6.2% decline over the past year. The company has become profitable in the last three years, which is a positive indicator for its future prospects.
HealthEquity downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs has downgraded HealthEquity (HQY) to Sell from Neutral, setting an $89 price target. The firm believes that after a period where fundamentals and stock performance diverged, 2026 will see a return to normalized patterns where organic growth dictates valuation. Goldman Sachs anticipates pressure on HQY's stock multiple until a new growth opportunity emerges.
HealthEquity (HQY): Keybanc Raises Price Target to $125.00 | HQY Stock News
Keybanc has reaffirmed its "Overweight" rating for HealthEquity (HQY) and increased its price target from $120.00 to $125.00, representing a 4.17% hike. This update follows a series of positive analyst ratings for HQY from other firms in late 2025. HealthEquity provides solutions for healthcare saving and spending, and analysts project an average target price of $121.69 with an "Outperform" consensus.
Healthequity (HQY) Gets a Buy from J.P. Morgan
J.P. Morgan analyst Alexei Gogolev has reaffirmed a Buy rating on Healthequity (HQY) with a price target of $129.00, citing its strong financial performance. The company reported significant revenue and net profit growth for the quarter ending October 31. Despite positive analyst sentiment, corporate insider activity shows a negative sentiment with an increase in share sales.
HealthEquity Announces Closing of Follow-On Offering and Over-Allotment Option
HealthEquity, Inc. announced the closing of its underwritten public offering of 7,762,500 shares of common stock, generating gross proceeds of $473,512,500. The company plans to use these funds, along with existing cash and debt financing, to facilitate its pending acquisition of WageWorks, Inc., or for general corporate purposes if the acquisition does not occur. This offering was not contingent on the acquisition, and vice versa.
HQY - HealthEquity and WageWorks Announce HSR Clearance
HealthEquity Inc. (NASDAQ: HQY) and WageWorks Inc. (NYSE: WAGE) announced that they have received early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. This HSR clearance is a condition satisfied for HealthEquity's pending acquisition of WageWorks, though the transaction remains subject to other customary closing conditions, including stockholder approval from WageWorks.
Tectonic Advisors LLC Grows Stake in HealthEquity, Inc. $HQY
Tectonic Advisors LLC significantly increased its stake in HealthEquity, Inc. (NASDAQ:HQY) by 122.6% in Q3, now holding 76,931 shares valued at approximately $7.29 million. HealthEquity reported strong Q3 earnings, beating analyst estimates and issuing positive FY2026 guidance, while maintaining a "Moderate Buy" consensus rating among analysts with a target price of $120.27. Despite some insider selling, institutional ownership remains high at 99.55%, reflecting confidence in the company which specializes in health savings accounts and other consumer-directed health solutions.
Pacer Advisors Inc. Purchases Shares of 11,490 HealthEquity, Inc. $HQY
Pacer Advisors Inc. initiated a new position in HealthEquity (NASDAQ: HQY) during Q3, acquiring 11,490 shares valued at approximately $1.09 million. HealthEquity exceeded its Q3 earnings expectations and provided strong FY2026 guidance, leading to a consensus "Moderate Buy" rating from analysts with an average target price of $120.27. Despite high institutional ownership (99.55%), insiders have sold 17,240 shares in the last 90 days.
