Adrian Dillon Sells 7,632 Shares of HealthEquity (NASDAQ:HQY) Stock

HealthEquity, Inc. (NASDAQ:HQY) Director Adrian Dillon sold 7,632 shares of the company’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $104.61, for a total value of $798,383.52. Following the transaction, the director directly owned 62,395 shares in the company, valued at $6,527,140.95. This represents a 10.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

HealthEquity Trading Up 3.2%

NASDAQ:HQY opened at $96.37 on Friday. HealthEquity, Inc. has a 1 year low of $72.76 and a 1 year high of $107.62. The company has a debt-to-equity ratio of 0.47, a quick ratio of 3.44 and a current ratio of 2.99. The stock has a fifty day moving average price of $98.16 and a two-hundred day moving average price of $87.87. The stock has a market capitalization of $8.06 billion, a price-to-earnings ratio of 34.79, a PEG ratio of 1.57 and a beta of 0.21.

HealthEquity (NASDAQ:HQY) last issued its earnings results on Thursday, August 27th. The company reported $1.24 EPS for the quarter, topping the consensus estimate of $1.19 by $0.05. HealthEquity had a net margin of 17.36% and a return on equity of 15.33%. The company had revenue of $350.73 million for the quarter, compared to analyst estimates of $349.22 million. The firm’s revenue was up 95.5% compared to the same quarter last year. HealthEquity has set its FY 2027 guidance at 4.660-4.730 EPS. As a group, sell-side analysts anticipate that HealthEquity, Inc. will post 3.92 earnings per share for the current fiscal year.

Trending Headlines about HealthEquity

Here are the key news stories impacting HealthEquity this week:

• Positive Sentiment: HealthEquity exceeded expectations with adjusted earnings of $1.24 per share versus the $1.19 consensus, while revenue reached $350.7 million, slightly above estimates. Revenue increased 95.5% year over year. HealthEquity Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Profitability improved, with net income rising 10% to $65.6 million and net margin expanding to 19% from 18%. Adjusted EBITDA grew 11% to $167 million, while its margin increased to 48% from 46%. HealthEquity Second-Quarter Financial Results
• Positive Sentiment: Management raised fiscal 2027 adjusted EPS guidance to $4.66–$4.73, above the $4.56 analyst consensus. Record HSA assets of $37.9 billion provide additional support for the company’s long-term growth outlook. HealthEquity Raises Fiscal 2027 Guidance
• Positive Sentiment: BTIG Research reaffirmed its “buy” rating and raised its price target to $115. Another analysis indicated that HQY could be approximately 19% undervalued after the guidance increase, reinforcing the bullish interpretation of the earnings update. BTIG Research Rating HealthEquity Could Be Undervalued
• Neutral Sentiment: Fiscal 2027 revenue guidance of approximately $1.4 billion was broadly in line with expectations, so the guidance improvement was driven mainly by stronger anticipated earnings and margins.
• Negative Sentiment: Director Adrian T. Dillon sold 7,632 shares valued at approximately $798,000, reducing his position by 10.9%. The sale was executed under a pre-arranged Rule 10b5-1 plan, which reduces its negative signaling value but could still attract investor attention. HealthEquity Director Stock Sale
• Negative Sentiment: HQY trades at a premium valuation of roughly 35 times earnings. After the recent advance toward its 52-week high, some investors may lock in gains, potentially tempering the stock’s reaction to otherwise favorable fundamentals.

Hedge Funds Weigh In On HealthEquity

Several hedge funds have recently added to or reduced their stakes in the business. Sivia Capital Partners LLC purchased a new stake in shares of HealthEquity in the second quarter valued at about $306,000. Arrowstreet Capital Limited Partnership acquired a new stake in shares of HealthEquity in the second quarter valued at approximately $4,747,000. Marshall Wace LLP purchased a new position in shares of HealthEquity during the 2nd quarter worth approximately $5,483,000. Amundi increased its stake in shares of HealthEquity by 9.3% during the 2nd quarter. Amundi now owns 30,203 shares of the company’s stock worth $3,059,000 after purchasing an additional 2,574 shares in the last quarter. Finally, Jump Financial LLC acquired a new position in shares of HealthEquity during the 2nd quarter worth approximately $449,000. 99.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. Wells Fargo & Company set a $111.00 target price on shares of HealthEquity in a research report on Monday, June 1st. Citizens Jmp lifted their price target on shares of HealthEquity from $110.00 to $111.00 and gave the company a “market outperform” rating in a research report on Monday, June 1st. Wall Street Zen raised HealthEquity from a “hold” rating to a “buy” rating in a research note on Saturday, August 22nd. Telsey Advisory Group set a $111.00 price target on HealthEquity in a report on Friday. Finally, Royal Bank Of Canada raised their price objective on HealthEquity from $100.00 to $108.00 and gave the company an “outperform” rating in a research note on Wednesday, June 3rd. Eleven investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, HealthEquity has an average rating of “Moderate Buy” and an average target price of $110.93.

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.