A Look at HealthEquity Inc (HQY) After 3.4% Gain -- GF Value $10
HealthEquity Inc (HQY) saw a 3.4% gain, bringing its price to $87.53, while its GF Value is $101.27, indicating it is 13.6% undervalued. The company has a strong GF Score of 92/100, driven by excellent growth and valuation metrics, although its momentum is lower. No insider transactions have been reported in the last three months, suggesting executive stability.
HealthEquity, Inc. (HQY) Stock Analysis: Analysts See Potential 37% Upside
HealthEquity, Inc. (HQY) shows significant investment potential with analysts predicting a 37.37% upside. The company, a leader in health information services, is valued at $6.89 billion and trades near the lower end of its 52-week range. Positive analyst ratings and strong financial health, including substantial free cash flow and revenue growth, support its compelling case for growth-oriented investors.
What HealthEquity (HQY)'s AI Push and Record HSA Growth Focus Means For Shareholders
HealthEquity (HQY) recently presented at a healthcare conference, highlighting its AI-driven platforms and record Health Savings Account (HSA) growth. While these advancements promise efficiency and earnings, investors are weighing the potential for increased margins against risks like technology spending and data security concerns. The company projects significant revenue and earnings growth by 2029, with a fair value estimate suggesting a 37% upside.
HealthEquity stock (US42226C1071): HSA leader draws attention after recent company updates
HealthEquity, a leader in Health Savings Account (HSA) platforms, is attracting investor attention due to its central role in consumer healthcare spending in the US. The company's business model is based on recurring account activity, employer partnerships, and the general shift towards high-deductible health plans. Investors are keen on HealthEquity's member growth, revenue mix, and operational efficiency, seeing it as a steady financial and operating execution play rather than a fast-growth consumer stock.
HealthEquity : 2026 Proxy Statement
HealthEquity, Inc. released its 2026 Proxy Statement, detailing the agenda for its upcoming Annual Meeting of Stockholders on June 25, 2026. Key proposals include the re-election of ten directors, ratification of PricewaterhouseCoopers LLP as the independent registered public accounting firm, and approval of the fiscal 2026 executive compensation on an advisory basis. The statement also highlights the company's fiscal year 2026 business achievements, including significant growth in revenue and net income, alongside comprehensive details on corporate governance, director independence, and risk management practices.
HealthEquity stock (US42226C1071): Strong Q4 results and stable outlook
HealthEquity Inc. reported strong Q4 fiscal 2026 results, surpassing earnings and revenue expectations ($1.313 billion for the full year), and analysts anticipate stable growth for fiscal 2027. The company, a leading provider of technology-enabled platforms for healthcare savings, manages millions of HSAs and benefits from the growing adoption of consumer-driven healthcare in the US. HealthEquity's strategic position in the expanding $100+ billion HSA market and positive analyst sentiment (38.93% average upside to $111.79) make it relevant for US investors.
Reasons to Hold HealthEquity Stock in Your Portfolio for Now
HealthEquity (HQY) stock is recommended for holding, primarily due to its strong fourth-quarter fiscal 2026 performance, growth in Health Savings Accounts (HSAs), and advancements in AI and digital innovation driving efficiency. The company demonstrated robust account growth and significant improvements in gross and operating margins. However, potential data security threats remain a key concern for the company.
[ARS] HEALTHEQUITY, INC. SEC Filing
This article announces an ARS SEC filing by HealthEquity, Inc. (HQY) on May 13, 2026, noting a low filing impact and neutral sentiment. It provides an overview of HQY's stock data, recent news, and other SEC filings, highlighting its market cap ranking and recent financial performance.
(HQY) Movement as an Input in Quant Signal Sets
This article analyzes Healthequity Inc. (NYSE: HQY), noting a near-term weak sentiment that may signal a resumption of long-term weakness. It identifies a mid-channel oscillation pattern and presents an exceptional 37.3:1 risk-reward setup targeting a 10.7% gain. The piece outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analyses for HQY.
A Look At HealthEquity (HQY) Valuation After Recent Share Price Rebound
HealthEquity (HQY) has seen its stock price rebound recently, up 9% in the last month, prompting a re-evaluation of its fundamentals. While a narrative suggests the stock is 25% undervalued with a fair value of $112.88 due to expected growth from regulatory changes, its current P/E ratio of 33.3x is higher than the industry average, indicating reduced margin for error. Investors are faced with mixed signals regarding its valuation, requiring a deeper look into the data for informed decision-making.
Sumitomo Mitsui DS Asset Management Company Ltd Purchases New Shares in HealthEquity, Inc. $HQY
Sumitomo Mitsui DS Asset Management Company Ltd initiated a new position in HealthEquity, Inc. (NASDAQ:HQY) during the fourth quarter, acquiring 47,817 shares valued at approximately $4.38 million. Other institutional investors also adjusted their holdings, with institutions collectively owning 99.55% of HealthEquity's stock. Despite some recent price target reductions, analysts maintain a "Moderate Buy" consensus rating for HealthEquity, with an average price target of $111.79.
Wall Street Zen Downgrades HealthEquity (NASDAQ:HQY) to Hold
Wall Street Zen downgraded HealthEquity (NASDAQ:HQY) from a "buy" to a "hold" rating, despite many other analysts maintaining a positive outlook with a "Moderate Buy" consensus and an average target price of $111.79. The downgrade follows HealthEquity's strong quarterly results, where it exceeded EPS and revenue expectations. Institutional investors have actively traded HQY shares, with many increasing their stakes in the company.
HealthEquity (NASDAQ: HQY) boosts severance, revises RSU and PSU vesting
HealthEquity, Inc. (NASDAQ: HQY) has updated its executive employment agreements and equity award terms. These changes, enacted on May 5, 2026, provide enhanced severance benefits for the CEO and five other senior executives, particularly in cases of termination without cause or resignation for good reason, with additional protections around a change in control. The company also revised vesting rules for future time-based and performance-based restricted stock units granted after March 25, 2026, allowing for accelerated vesting or prorated continuation under specific termination scenarios.
Swedbank AB Buys Shares of 437,300 HealthEquity, Inc. $HQY
Swedbank AB recently acquired 437,300 shares of HealthEquity, Inc. (NASDAQ:HQY) in the fourth quarter, totaling approximately $40.06 million and representing about 0.51% of the company. HealthEquity has a "Moderate Buy" consensus rating from analysts with an average price target of $111.79. The company recently surpassed quarterly EPS estimates and trades with a market cap of $7.10 billion.
HealthEquity, Inc. $HQY Shares Sold by Danske Bank A S
Danske Bank A S significantly reduced its stake in HealthEquity (NASDAQ:HQY) by 94.7% in Q4, selling over 12,400 shares and retaining only 700 shares. This comes as HealthEquity reported strong quarterly earnings, beating analyst expectations with $0.95 EPS and $334.59 million in revenue. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $111.79.
Premier Fund Managers Ltd Trims Stake in HealthEquity, Inc. $HQY
Premier Fund Managers Ltd significantly reduced its holdings in HealthEquity, Inc. by nearly 50% in the fourth quarter of the previous year. Despite this, other institutional investors have increased their stakes in the company. HealthEquity reported stronger-than-expected earnings and revenue in its last fiscal quarter, and analysts generally maintain a "Moderate Buy" rating for the stock with a consensus price target of $111.79.
HealthEquity Announces First Quarter Earnings Release Date and Investor Conference Schedule
HealthEquity, Inc. announced its financial results for the first quarter of fiscal 2027 will be released on Thursday, May 28, 2026, followed by a conference call for investors. The company also detailed its plans to present at several upcoming investor conferences in May and June 2026. This release includes forward-looking statements regarding the company's business strategy and future financial performance.
Comerica Bank Decreases Stake in HealthEquity, Inc. $HQY
Comerica Bank significantly reduced its stake in HealthEquity, Inc. (NASDAQ:HQY) by 92.3% in the fourth quarter, selling over 316,000 shares. Despite this reduction, other major institutional investors like Vanguard Group and Wasatch Advisors increased their positions, and institutional ownership remains high at 99.55%. HealthEquity recently surpassed earnings estimates with revenue growth, leading analysts to assign a "Moderate Buy" rating with a target price of $111.79.
HealthEquity Announces First Quarter Earnings Release Date and Investor Conference Schedule
HealthEquity, Inc. (NASDAQ: HQY) has announced it will release its first-quarter fiscal 2027 financial results on Thursday, May 28, 2026, after market close, followed by a conference call. The company also detailed its participation in several upcoming investor conferences, including the BofA Securities 2026 Health Care Conference, the 2026 JP Morgan Global Technology Conference, and the 2026 RBC Global Financial Technology Conference in May and June 2026. HealthEquity is a leading independent health savings account custodian and a provider of consumer-directed benefits.
HealthEquity Announces First Quarter Earnings Release Date and Investor Conference Schedule
HealthEquity, Inc. (NASDAQ: HQY) announced it will release its first quarter fiscal 2027 financial results on Thursday, May 28, 2026, after market close, followed by an investor conference call. The company also detailed its plans to present at several upcoming investor conferences, including the BofA Securities 2026 Health Care Conference, the 2026 JP Morgan Global Technology Conference, and the 2026 RBC Global Financial Technology Conference. HealthEquity is a leading administrator of HSAs and other consumer-directed benefits.
HealthEquity sets May 28 earnings call, adds 3 investor events
HealthEquity (NASDAQ: HQY) will release its fiscal 2027 first-quarter results after market close on May 28, 2026, followed by a conference call at 4:30 p.m. ET. The company will also present at three investor conferences in May and June 2026: BofA Health Care, JP Morgan Global Technology, and RBC Global Financial Technology. This announcement sets investor expectations for upcoming financial performance and management engagement.
Strs Ohio Grows Stock Holdings in HealthEquity, Inc. $HQY
Strs Ohio significantly increased its stake in HealthEquity, Inc. (NASDAQ:HQY) by 84% in the fourth quarter, now owning 64,400 shares valued at $5.9 million. This move comes as institutional investors, including large firms like Vanguard and AQR Capital Management, also demonstrate strong interest in the company, with hedge funds and institutional investors owning approximately 99.55% of the stock. HealthEquity recently surpassed quarterly earnings and revenue estimates, and analysts maintain a "Moderate Buy" consensus with an average price target of $111.79.
Liquidity Mapping Around (HQY) Price Events
The article analyzes Healthequity Inc. (NYSE: HQY) price events, noting stable neutral readings in shorter horizons and a potential easing of a long-term weak bias. It highlights a significant 39.3:1 risk-reward setup targeting an 11.1% gain against a 0.3% risk. Three distinct AI-generated trading strategies are provided: Position Trading (Long), Momentum Breakout, and Risk Hedging (Short).
M&T Bank Corp Sells 26,258 Shares of HealthEquity, Inc. $HQY
M&T Bank Corp significantly reduced its stake in HealthEquity, Inc. (NASDAQ:HQY) by 80.2% in Q4, selling 26,258 shares and retaining 6,488 shares. This divestment occurs while other major institutional investors, such as Vanguard Group and Wasatch Advisors, increased their holdings, with institutional investors collectively owning 99.55% of HQY. Analysts maintain a "Moderate Buy" consensus with an average price target of $111.79, after HealthEquity reported stronger-than-expected quarterly EPS and revenue growth.
Vanguard (NASDAQ: HQY) reports 4.48M HealthEquity shares, 5.3% stake
Vanguard Capital Management has reported a beneficial ownership of 4,479,170 shares of HealthEquity Inc. (NASDAQ: HQY), which represents a 5.30% stake in the company. This disclosure was made via a Schedule 13G SEC filing, indicating a passive investment approach. Vanguard holds sole voting power over 655,366 shares and sole dispositive power over all 4,479,170 shares.
Vanguard Portfolio Management (HQY) holds 4.24M shares, 5.01% stake
Vanguard Portfolio Management has reported a 5.01% beneficial ownership stake in HealthEquity Inc. (HQY), totaling 4,236,879 shares as of March 31, 2026. This disclosure was made via a Schedule 13G filing, indicating a passive investment rather than an intent to influence control. The filing specifies Vanguard's sole voting power over 73,286 shares and sole dispositive power over all 4,236,879 shares.
Assessing HealthEquity (HQY) Valuation After Recent Share Price Move And Mixed Growth Signals
HealthEquity (HQY) has recently seen increased investor attention, with its stock closing at US$82.45. While a narrative fair value suggests it is 27% undervalued ($112.88) due to H.S.A. growth and regulatory changes, its current P/E ratio of 32.4x is higher than peers and the industry average, indicating rich pricing. This discrepancy presents mixed signals regarding its valuation, requiring investors to delve deeper into its financials and growth prospects.
HealthEquity, Inc. (HQY) Stock Report: Analyst Ratings Point To 36.9% Upside Potential
HealthEquity, Inc. (HQY) is a significant player in the healthcare financial management sector, known for its health savings accounts and other financial tools. The company, with a market capitalization of $6.97 billion, shows promising growth with a forward P/E of 15.44 and 7.30% revenue growth. Analysts have issued 14 buy ratings and one sell, projecting an average price target of $112.88, indicating a potential upside of 36.90%.
HealthEquity gains as BMO upgrades on long-term growth outlook
BMO Capital Markets upgraded HealthEquity's stock to outperform, citing the company's long-term growth potential and strong positioning in the healthcare savings market. This upgrade reflects confidence in HealthEquity's ability to continue expanding its business and potentially increase its market share. As a result of the upgrade, HealthEquity's stock experienced gains.
HealthEquity, Inc. (NASDAQ:HQY) Receives Consensus Rating of "Moderate Buy" from Analysts
HealthEquity, Inc. (NASDAQ:HQY) has received a consensus "Moderate Buy" rating from fifteen brokerages, with an average 12-month price target of approximately $111.79. The company recently surpassed earnings per share and revenue expectations for its last quarter. Institutional investors hold a significant 99.55% of the stock.
HealthEquity (NasdaqGS:HQY) Stock Price
HealthEquity (HQY) stock is currently trading at US$82.45, which is 27.0% undervalued compared to its fair value of US$112.88, according to analyst consensus. The company shows a solid financial track record with strong revenue and profit margins, driven by market expansion and diversified revenue streams in the HSA marketplace. Recent updates highlight an optimistic outlook for its margins despite AI concerns.
B. Metzler seel. Sohn & Co. AG Increases Stock Position in HealthEquity, Inc. $HQY
B. Metzler seel. Sohn & Co. AG increased its stake in HealthEquity, Inc. (NASDAQ:HQY) by 23.5% in the fourth quarter, now owning 104,078 shares valued at approximately $9.54 million. HealthEquity reported stronger-than-expected earnings and revenue in its latest quarter, prompting several analyst upgrades and a "Moderate Buy" consensus rating. The company's stock currently trades at $77.75, with a market capitalization of $6.57 billion.
HealthEquity, Inc. (HQY) Investor Outlook: 31% Upside Potential Drives Strong Buy Ratings
HealthEquity, Inc. (HQY) is attracting strong investor interest with a projected 31.19% upside potential, leading to 14 strong buy ratings from analysts. Despite trading below its 200-day moving average, technical indicators suggest bullish momentum, and the company's robust cash flow and strategic initiatives in health savings solutions underscore its financial health and growth prospects. HealthEquity is reinvesting earnings for expansion, aiming to capitalize on increasing demand for flexible healthcare savings.
Why is HealthEquity (HQY) up 5.2% since last earnings report?
HealthEquity (HQY) has experienced a 5.2% increase in its stock price since its last earnings report. This uptick is likely due to the company's better-than-expected earnings for the first quarter of fiscal 2025, robust revenue growth across all segments, and an upward revision of its fiscal 2025 outlook. These positive results suggest strong operational performance and investor confidence.
Massachusetts Financial Services Co. MA Sells 166,205 Shares of HealthEquity, Inc. $HQY
Massachusetts Financial Services Co. MA significantly reduced its stake in HealthEquity, Inc. (NASDAQ:HQY) during the fourth quarter, selling 166,205 shares and retaining 149,122 shares valued at approximately $13.66 million. This reduction occurred as HealthEquity reported strong quarterly earnings, surpassing analyst estimates with an EPS of $0.95 and revenue of $334.6 million. Despite the institutional selling, HealthEquity maintains a "Moderate Buy" consensus rating from Wall Street analysts, with an average target price of $111.79.
Will HealthEquity’s (HQY) CTO Exit and Tech Consolidation Reframe Its Digital Transformation Narrative?
HealthEquity, Inc. recently announced the termination of its CTO and consolidated technology leadership under Sunil Rajasekar. This move centralizes core technology, product, and strategy, potentially influencing HealthEquity's digital transformation narrative, particularly concerning the efficiency of technology investments and their impact on margin performance. Investors will be observing how this shift, including tools like the AI-powered HSAnswers, supports cost savings and operating leverage without escalating tech spending to unsustainable levels.
Why Is HealthEquity (HQY) Up 5.2% Since Last Earnings Report?
HealthEquity (HQY) shares have risen 5.2% since its last earnings report, underperforming the S&P 500. The company reported strong Q4 fiscal 2026 earnings, beating estimates with diluted EPS of 95 cents and revenues of $334.6 million, driven by growth in service, custodial, and interchange revenues. HealthEquity also provided a positive outlook for fiscal 2027, projecting revenues between $1.405 billion and $1.415 billion and adjusted EPS in the range of $4.56-$4.65.
Will HealthEquity’s (HQY) CTO Exit and Tech Consolidation Reframe Its Digital Transformation Narrative?
HealthEquity announced the termination of its Chief Technology Officer and the consolidation of technology, product, and strategy leadership under Sunil Rajasekar. This organizational change is expected to influence how efficiently HealthEquity's tech investments, such as its AI-powered HSAnswers tool, translate into margin performance as the company pursues its digital transformation goals. Investors will be watching how this shift impacts cost control and operating leverage while monitoring potential increases in technology and fraud prevention spending.
S&P 500 Futures Up in Premarket Trading; IES Holdings, HealthEquity Lag
S&P 500 futures are showing gains in premarket trading. Among individual stocks, D-Wave Quantum Inc. (QBTS) and Oklo Inc. (OKLO) are notable pre-market movers, up 7.3% and 7.0% respectively. The article highlights these early market indicators ahead of the U.S. stock market open.
S&P 500 Futures Up In Premarket Trading; IES Holdings, HealthEquity Lag
This article indicates that S&P 500 futures were showing gains in premarket trading. Conversely, IES Holdings and HealthEquity were identified as lagging during the same period.
HQY SEC Filings - Healthequity Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for investors to access HealthEquity Inc. (HQY) SEC filings, including annual reports (10-K), quarterly reports (10-Q), material event filings (8-K), and insider trading forms. It highlights how HealthEquity's filings offer detailed information on financial performance, governance, capital allocation, and risk factors associated with its business as an administrator of health savings accounts. The platform also utilizes AI-powered tools to summarize and analyze these regulatory documents.
HealthEquity, Inc. (NASDAQ:HQY) Q1 2026 Earnings Call Transcript
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Healthequity's Earnings Surge Can't Outrun Bearish Signals
Healthequity (HQY.O) is experiencing a conflict between significant earnings growth (nearly 88%) and strong bearish technical signals, including a recent 5.51% price decline. Despite robust fundamentals and a positive analyst rating from BMO Capital, regulatory uncertainty and negative market momentum are overshadowing profitability. The article advises caution due to technical warnings, such as a "MACD Death Cross" and "Hanging Man" pattern, suggesting investors wait for clearer trend direction before committing capital.
Assessing HealthEquity (HQY) Valuation After CTO Termination And Technology Leadership Transition
HealthEquity (HQY) is under investor scrutiny after terminating its CTO and experiencing recent share price declines, despite long-term gains. Simply Wall St's analysis suggests the stock is 30.9% undervalued at $112.88, driven by an expanding addressable market for HSAs. However, its P/E ratio of 30.6x indicates it might be expensive compared to peers, creating a mixed signal for investors regarding its valuation.
HealthEquity (NASDAQ:HQY) Upgraded to Buy at Wall Street Zen
HealthEquity (NASDAQ: HQY) has been upgraded from a "hold" to a "buy" rating by Wall Street Zen. The company recently surpassed quarterly earnings estimates, reporting an EPS of $0.95 against expectations of $0.90, and revenue of $334.6 million, exceeding estimates of $332.5 million. Despite mixed price target revisions from other firms, analysts maintain a consensus "Moderate Buy" rating for HQY with an average price target of $111.79.
HealthEquity (NASDAQ:HQY) Shares Down 5.5% - Here's What Happened
HealthEquity (NASDAQ:HQY) shares dropped 5.5% on Friday, trading at $79.5750 on significantly lower than average volume. Despite the stock decline, the company recently beat quarterly earnings estimates with $0.95 EPS and revenue of $334.6 million, an increase of 7.3% year-over-year. Analysts have a "Moderate Buy" consensus rating with an average target price of $111.79, though some firms increased their targets while others trimmed theirs.
HealthEquity (HQY) Form 144: 4,931 vested shares notice, prior sale of 12,496
HealthEquity, Inc. has filed a Form 144 disclosing a proposed transaction involving 4,931 shares tied to restricted stock vesting and reporting a prior sale of 12,496 shares on January 12, 2026, for $1,122,483.19. The filing provides notice of intent for the proposed sale and details of recent insider activity. The reporting person for the sales is associated with an account at Morgan Stanley Smith Barney, and Scott Cutler is listed in relation to the previously sold shares.
HealthEquity stock upgraded at BMO (HQY:NASDAQ)
HealthEquity (HQY) stock rose after BMO Capital Markets upgraded it from Market Perform to Outperform, citing "overblown" AI-related fears and revised longer-term growth estimates for the company. Analyst Sean from BMO increased growth estimates, leading to the positive re-evaluation.
HealthEquity, Inc. (NASDAQ:HQY) Q1 2026 Earnings Call Transcript
This article provides the Q1 2026 earnings call transcript for HealthEquity, Inc. (NASDAQ:HQY). It details the financial results and discussions from the company's quarterly earnings conference call.
HealthEquity (NASDAQ:HQY) Upgraded at BMO Capital Markets
BMO Capital Markets upgraded HealthEquity (NASDAQ:HQY) from "market perform" to "outperform," increasing its price target from $85 to $105, which represents a potential 28% upside. This upgrade follows HealthEquity's recent quarterly earnings beat, with $0.95 EPS against $0.90 expected and revenue of $334.6 million, an increase of 7.3% year-over-year. The company currently holds a consensus "Moderate Buy" rating among analysts, with an average target price of $111.79.
