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HQY

Healthequity Inc

Feb 11 • 04:00PM ET

76.92

-1.43 -1.83 %

Healthcare • Health Information Services • USA • NASD

Peers: HUM UNH CNC MOH CI MHK UHS HCA SEM THC

| Held by: VTI IJH VB IWM VBK VXF IWO MDY VTWO IJK

Index	RUT	P/E	35.25	EPS (ttm)	2.18	Insider Own	2.29%	Shs Outstand	85.61M	Perf Week	-5.43%
Market Cap	6.57B	Forward P/E	16.85	EPS next Y	4.57	Insider Trans	-1.56%	Shs Float	83.48M	Perf Month	-9.04%
Enterprise Value	7.29B	PEG	0.85	EPS next Q	0.90	Inst Own	107.97%	Short Float	4.35%	Perf Quarter	-22.95%
Income	191.83M	P/S	5.09	EPS this Y	26.74%	Inst Trans	-2.91%	Short Ratio	3.77	Perf Half Y	-17.27%
Sales	1.29B	P/B	3.09	EPS next Y	15.47%	ROA	5.57%	Short Interest	3.64M	Perf YTD	-16.04%
Book/sh	24.93	P/C	21.25	EPS next 5Y	19.85%	ROE	9.01%	52W High	116.65 -34.06%	Perf Year	-31.63%
Cash/sh	3.62	P/FCF	15.91	EPS past 3/5Y	- 13.44%	ROIC	6.09%	52W Low	74.07 3.85%	Perf 3Y	22.19%
Dividend Est.	-	EV/EBITDA	15.13	Sales past 3/5Y	16.61% 17.66%	Gross Margin	61.46%	Volatility	3.89% 3.75%	Perf 5Y	-9.92%
Dividend TTM	-	EV/Sales	5.65	EPS Y/Y TTM	98.75%	Oper. Margin	25.31%	ATR (14)	3.18	Perf 10Y	344.88%
Dividend Ex-Date	-	Quick Ratio	4.13	Sales Y/Y TTM	12.20%	Profit Margin	14.86%	RSI (14)	30.34	Recom	1.47
Dividend Gr. 3/5Y	- -	Current Ratio	4.13	EPS Q/Q	824.42%	SMA20	-7.39%	Beta	0.25	Target Price	119.12
Payout	0.00%	Debt/Eq	0.48	Sales Q/Q	7.23%	SMA50	-14.40%	Rel Volume	1.14	Prev Close	78.35
Employees	3120	LT Debt/Eq	0.48	Earnings	Dec 03 AMC	SMA200	-18.74%	Avg Volume	962.97K	Price	76.92
IPO	Jul 31, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	10.71% 0.49%	Trades		Volume	1,094,916	Change	-1.83%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-09-26	Downgrade	Goldman	Neutral → Sell	$89
Dec-09-25	Initiated	Barclays	Overweight	$118
Nov-13-25	Initiated	BMO Capital Markets	Market Perform	$100
May-22-25	Resumed	RBC Capital Mkts	Outperform	$105 → $112
Mar-25-25	Upgrade	Raymond James	Outperform → Strong Buy	$120 → $115
Dec-04-24	Initiated	Mizuho	Outperform	$126
Nov-15-24	Initiated	Goldman	Neutral	$108
Apr-04-24	Initiated	JMP Securities	Mkt Outperform	$101
Apr-02-24	Reiterated	JP Morgan	Overweight	$86 → $108
Jan-03-24	Initiated	Barclays	Overweight	$84
Sep-21-23	Upgrade	Robert W. Baird	Neutral → Outperform	$79 → $87
Oct-21-22	Upgrade	Goldman	Sell → Neutral	$64 → $77
Sep-16-22	Initiated	KeyBanc Capital Markets	Overweight	$85
Jul-12-22	Initiated	Goldman	Sell	$59
Apr-11-22	Initiated	Wells Fargo	Overweight	$95
Apr-07-22	Initiated	Guggenheim	Buy	$89
Mar-30-22	Upgrade	BTIG Research	Neutral → Buy	$85
Dec-07-21	Downgrade	Raymond James	Strong Buy → Outperform	$90 → $70
Dec-02-21	Initiated	Jefferies	Buy	$68
Sep-09-21	Upgrade	SVB Leerink	Mkt Perform → Outperform	$80

Show Previous Ratings

Feb-02-26 09:45AM	Here's Why HealthEquity (HQY) is a Strong Growth Stock (Zacks)
Jan-23-26 11:40AM	BLCO vs. HQY: Which Stock Is the Better Value Option? (Zacks)
Jan-19-26 07:38AM	Winners & Losers: The ETF Playbook to Glide Trump's Great Healthcare Plan (Zacks)
Jan-15-26 09:45AM	Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term (Zacks)
Jan-12-26 08:50AM	HealthEquity Announces Fiscal Year 2027 Outlook Presentation at J.P. Morgan Healthcare Conference (GlobeNewswire) -10.19%
04:38PM	Loading…
Jan-09-26 04:38PM	S&P 500 Rallies to a New Record High on US Economic Optimism (Barchart)
Dec-31-25 10:52AM	Reasons to Hold HealthEquity Stock in Your Portfolio for Now (Zacks)
Dec-30-25 09:45AM	Here's Why HealthEquity (HQY) is a Strong Growth Stock (Zacks)
Dec-10-25 12:45PM	Is HealthEquity (HQY) a Solid Growth Stock? 3 Reasons to Think "Yes" (Zacks)
12:00PM	HealthEquity (HQY) Moves to Buy: Rationale Behind the Upgrade (Zacks)
09:45AM	Here's Why HealthEquity (HQY) is a Strong Growth Stock (Zacks)
Dec-09-25 09:00AM	Young Americans Lead in HSA Adoption But Carry Heaviest Economic Burden, HealthEquity Research Finds (GlobeNewswire)
Dec-04-25 06:05PM	HealthEquity Inc (HQY) Q3 2026 Earnings Call Highlights: Robust Growth and Strategic ... (GuruFocus.com)
11:33AM	HealthEquity Stock Gains as Q3 Earnings Beat Estimates, Revenues Up Y/Y (Zacks)
Dec-03-25 07:00PM	HealthEquity (HQY) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
06:05PM	Loading…
06:05PM	HealthEquity: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
05:15PM	HealthEquity (HQY) Tops Q3 Earnings and Revenue Estimates (Zacks)
04:01PM	HealthEquity Reports Third Quarter Ended October 31, 2025 Financial Results (GlobeNewswire)
Nov-27-25 09:15AM	Exploring Analyst Estimates for HealthEquity (HQY) Q3 Earnings, Beyond Revenue and EPS (Zacks)
Nov-24-25 09:50AM	Here's Why HealthEquity (HQY) is a Strong Momentum Stock (Zacks)
Nov-20-25 09:34AM	Reasons to Add HealthEquity Stock to Your Portfolio for Now (Zacks)
Nov-17-25 05:15PM	LifeMD, Inc. (LFMD) Reports Q3 Loss, Misses Revenue Estimates (Zacks)
Nov-14-25 11:40AM	PGNY vs. HQY: Which Stock Is the Better Value Option? (Zacks)
08:02AM	HealthEquity Rolls Out Agentic AI to Elevate Member Support Experience (Zacks)
Nov-13-25 02:00PM	BDX Unveils Portable PureWick System for On-the-Go Incontinence Care (Zacks)
01:57PM	STXS Secures FDA Approval for GenesisX to Broaden Surgical Robotics (Zacks)
09:10AM	Synergy CHC Corp. (SNYR) Meets Q3 Earnings Estimates (Zacks)
09:00AM	HealthEquity to Enhance Member Experience with Agentic AI (GlobeNewswire)
Nov-12-25 01:37PM	Final Trades: Taiwan Semi, HealthEquity, CBOE Global Markets and the XBI (CNBC TV)
Nov-11-25 12:44PM	Here's Why You Should Hold DexCom Stock in Your Portfolio for Now (Zacks)
04:01PM	Loading…
Nov-05-25 04:01PM	HealthEquity Announces Third Quarter Earnings Date (GlobeNewswire)
Nov-04-25 09:45AM	Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term (Zacks)
Oct-31-25 01:53PM	DexCom Stock Falls Despite Q3 Earnings Beat, 2025 Revenue View Raised (Zacks)
Oct-30-25 02:02PM	Avantor Stock Plunges as Q3 Earnings Miss Estimates, Revenues Down Y/Y (Zacks)
01:59PM	DaVita Stock Down Post Q3 Earnings Miss Estimates, Revenues Up Y/Y (Zacks)
01:56PM	TMDX Stock Falls Despite Q3 Earnings Beat Estimates, Revenues Up Y/Y (Zacks)
12:24PM	OPK Q3 Earnings Beat Estimates, Sales Miss, Gross Margin Expands (Zacks)
12:21PM	GKOS Stock Surges Following Q3 Earnings & Revenue Beat, Guidance Raised (Zacks)
10:30AM	BAX Stock Falls Following Q3 Earnings Beat & Sales Miss, '25 EPS View Down (Zacks)
10:29AM	CAH Q1 Earnings Beat Estimates, '26 EPS View Up, Stock Gains (Zacks)
Oct-29-25 08:59AM	GE HealthCare Q3 Earnings and Revenues Beat Estimates, Net Margin Falls (Zacks)
Oct-28-25 01:21PM	ECL Stock Falls in Pre-Market Despite Q3 Earnings Beat, Margins Expand (Zacks)
09:15AM	HCA Healthcare, Inc. (HCA) Hit a 52 Week High, Can the Run Continue? (Zacks)
Oct-27-25 10:05AM	RVTY Q3 Earnings Beat, Sales In Line, '25 EPS View Raised (Zacks)
Oct-21-25 11:40AM	CVS or HQY: Which Is the Better Value Stock Right Now? (Zacks)
Oct-20-25 10:06AM	HQY Expands Access With GLP-1 Telehealth & Direct HSA Platforms (Zacks)
Oct-17-25 09:45AM	Here's Why HealthEquity (HQY) is a Strong Growth Stock (Zacks)
Oct-16-25 01:12PM	Reasons to Add HealthEquity Stock to Your Portfolio for Now (Zacks)
Oct-14-25 02:30PM	HealthEquity CEO talks new GLP-1 & HSA enrollment programs (Yahoo Finance Video)
08:00AM	HealthEquity Introduces GLP-1 Telehealth and Direct HSA Enrollment Platforms (GlobeNewswire)
Oct-02-25 11:30AM	HealthEquity (HQY) Down 5.1% Since Last Earnings Report: Can It Rebound? (Zacks)
Sep-26-25 10:53AM	Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term (Zacks)
Sep-25-25 09:00AM	HealthEquity Strengthens Executive Leadership Team with Strategic Appointments to Drive Growth and Innovation (GlobeNewswire)
Sep-23-25 09:50AM	Why HealthEquity (HQY) is a Top Momentum Stock for the Long-Term (Zacks)
Sep-18-25 08:31AM	HealthEquity (HQY) Rose as its Results Surpassed Expectations (Insider Monkey)
Sep-09-25 09:45AM	Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term (Zacks)
Sep-04-25 09:41AM	Here's What Signals HealthEquity's (HQY) Future Earnings Power (Insider Monkey)
Sep-03-25 04:16PM	HealthEquity Shares Jump After Raising 2026 Outlook (GuruFocus.com) +7.53%
01:23PM	HealthEquity Stock Gains as Q2 Earnings Beat Estimates, Revenues Up Y/Y (Zacks)
05:52AM	Alphabet and Apple pop on court ruling, and other early market movers (MarketWatch)
03:02AM	HealthEquity Inc (HQY) Q2 2026 Earnings Call Highlights: Record Growth in Revenue and Net Income (GuruFocus.com)
Sep-02-25 05:30PM	Compared to Estimates, HealthEquity (HQY) Q2 Earnings: A Look at Key Metrics (Zacks)
05:15PM	HealthEquity (HQY) Q2 Earnings and Revenues Surpass Estimates (Zacks)
04:43PM	Healthequity stock climbs on better-than-expected earnings, rosy outlook (Investing.com)
04:13PM	HealthEquity: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:01PM	HealthEquity Reports Second Quarter Ended July 31, 2025 Financial Results (GlobeNewswire)
05:17AM	Zscaler earnings to test stock's strong run (MarketWatch)
Aug-29-25 11:00AM	HealthEquity's AI-Powered Tool Recognized for Innovation in Streamlining Benefits Education (GlobeNewswire)
Aug-27-25 11:40AM	CVS vs. HQY: Which Stock Is the Better Value Option? (Zacks)
09:15AM	Countdown to HealthEquity (HQY) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Aug-20-25 09:45AM	Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Aug-14-25 05:20PM	RenovoRx, Inc. (RNXT) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
11:05AM	Reasons to Hold HealthEquity Stock in Your Portfolio for Now (Zacks)
Aug-13-25 05:40PM	Opus Genetics, Inc. (IRD) Reports Q2 Loss, Lags Revenue Estimates (Zacks)
Aug-12-25 03:41PM	CORRECTION - HealthEquity Community Foundation Expands National Impact with $50,000 in Grants (GlobeNewswire)
09:00AM	HealthEquity Community Foundation Expands National Impact with $50,000 in Grants (GlobeNewswire)
Aug-08-25 11:40AM	OGN vs. HQY: Which Stock Is the Better Value Option? (Zacks)
Aug-07-25 05:20PM	Biodesix, Inc. (BDSX) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
Aug-06-25 09:00AM	HealthEquity Announces Dates to Report Second Quarter Earnings and Presentations at Investor Conferences (GlobeNewswire)
Jul-31-25 09:45AM	Why This 1 Growth Stock Could Be a Great Addition to Your Portfolio (Zacks)
Jul-18-25 03:48PM	Top Stock Reports for Apple, JPMorgan Chase & Visa (Zacks)
Jul-15-25 01:26PM	HealthEquity Stock Earns RS Rating Upgrade (Investor's Business Daily)
12:45PM	3 Reasons Why Growth Investors Shouldn't Overlook HealthEquity (HQY) (Zacks)
09:45AM	HealthEquity (HQY) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
Jul-14-25 12:00PM	HealthEquity (HQY) Upgraded to Buy: Here's Why (Zacks)
Jul-09-25 11:40AM	GDRX vs. HQY: Which Stock Is the Better Value Option? (Zacks)
Jul-03-25 11:30AM	Why Is HealthEquity (HQY) Down 10.4% Since Last Earnings Report? (Zacks)
Jul-02-25 10:03AM	Here's Why You Should Add HealthEquity Stock to Your Portfolio Now (Zacks)
Jul-01-25 01:15PM	WNS (Holdings) Stock Scores RS Rating Upgrade To 81 (Investor's Business Daily)
Jun-27-25 12:45PM	Is HealthEquity (HQY) a Solid Growth Stock? 3 Reasons to Think "Yes" (Zacks)
09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Jun-26-25 09:45AM	Here's Why HealthEquity (HQY) is a Strong Growth Stock (Zacks)
Jun-23-25 11:40AM	EGO or AEM: Which Is the Better Value Stock Right Now? (Zacks)
11:40AM	KRYAY or MDLZ: Which Is the Better Value Stock Right Now? (Zacks)
11:40AM	FLR vs. PWR: Which Stock Is the Better Value Option? (Zacks)
11:40AM	CPRX vs. NBIX: Which Stock Is the Better Value Option? (Zacks)
11:40AM	MD or HQY: Which Is the Better Value Stock Right Now? (Zacks)
11:40AM	BSAC or NU: Which Is the Better Value Stock Right Now? (Zacks)
Jun-11-25 09:50AM	Here's Why HealthEquity (HQY) is a Strong Momentum Stock (Zacks)
Jun-10-25 09:45AM	Here's Why HealthEquity (HQY) is a Strong Growth Stock (Zacks)

HealthEquity, Inc. engages in the provision of technology-enabled services for healthcare and spending decisions. The company was founded by Stephen D. Neeleman on September 18, 2002 and is headquartered in Draper, UT.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Scott Cutler	Officer	Jan 12 '26	Proposed Sale	89.83	12,496	1,122,483		Jan 14 04:16 PM
Michael Henry Fiore	Officer	Jan 09 '26	Proposed Sale	95.24	1,744	166,092		Jan 13 04:46 PM
James M. Lucania	Officer	Jan 09 '26	Proposed Sale	95.24	2,470	235,233		Jan 13 04:43 PM
Elimelech Rosner	Officer	Jan 09 '26	Proposed Sale	95.24	2,074	197,521		Jan 13 04:41 PM
Stephen Neeleman	Officer	Jan 09 '26	Proposed Sale	95.24	791	75,332		Jan 13 04:39 PM
Delano Ladd	Officer	Jan 09 '26	Proposed Sale	95.24	739	70,380		Jan 13 04:37 PM
Ladd Delano	EVP, General Counsel	Dec 19 '25	Sale	94.72	1,500	142,080	73,979	Dec 23 04:22 PM
Rosner Elimelech	EVP, CHIEF TECHNOLOGY OFFICER	Dec 18 '25	Sale	95.45	10,959	1,046,090	45,742	Dec 19 05:55 PM
DELANO LADD	Officer	Dec 19 '25	Proposed Sale	95.50	4,500	429,750		Dec 19 04:22 PM
ELIMELECH ROSNER	Officer	Dec 18 '25	Proposed Sale	95.45	10,959	1,046,090		Dec 18 04:10 PM
Wellborn Gayle Furgurson	Director	Dec 12 '25	Option Exercise	50.41	4,339	218,729	24,072	Dec 16 03:44 PM
Wellborn Gayle Furgurson	Director	Dec 12 '25	Sale	98.03	4,339	425,331	19,733	Dec 16 03:44 PM
GAYLE F WELLBORN	Director	Dec 12 '25	Proposed Sale	98.03	4,339	425,331		Dec 12 04:07 PM
Ladd Delano	EVP, General Counsel	Nov 20 '25	Sale	104.56	1,500	156,840	75,479	Nov 24 05:13 PM
Ladd Delano	EVP, General Counsel	Oct 20 '25	Sale	92.07	1,500	138,105	76,979	Oct 22 03:47 PM
Delano Ladd	Officer	Oct 06 '25	Proposed Sale	88.57	977	86,530		Oct 08 08:58 PM
James M. Lucania	Officer	Oct 06 '25	Proposed Sale	88.57	2,393	211,942		Oct 08 05:15 PM
Stephen Neeleman	Officer	Oct 06 '25	Proposed Sale	88.57	1,058	93,704		Oct 08 04:31 PM
Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Oct 07 '25	Sale	88.21	1,781	157,102	49,795	Oct 08 04:27 PM
Michael Henry Fiore	Officer	Oct 06 '25	Proposed Sale	88.57	1,649	146,048		Oct 08 04:23 PM
Elimelech Rosner	Officer	Oct 06 '25	Proposed Sale	88.57	3,006	266,233		Oct 08 04:15 PM
MICHAEL FIORE	Officer	Oct 07 '25	Proposed Sale	87.78	1,781	156,336		Oct 07 04:20 PM
Ladd Delano	EVP, General Counsel	Sep 19 '25	Sale	94.11	6,000	564,647	79,456	Sep 22 06:11 PM
DELANO LADD	Officer	Sep 19 '25	Proposed Sale	95.59	9,000	860,310		Sep 19 04:27 PM
Dilsaver Evelyn S	Director	Sep 05 '25	Option Exercise	21.27	15,000	319,050	51,669	Sep 09 03:37 PM
Dilsaver Evelyn S	Director	Sep 05 '25	Sale	93.30	3,461	322,916	48,208	Sep 09 03:37 PM
EVELYN DILSAVER	Director	Sep 05 '25	Proposed Sale	93.30	3,461	322,916		Sep 05 04:08 PM
Delano Ladd	Officer	Jul 03 '25	Proposed Sale	100.87	970	97,846		Jul 08 04:19 PM
James M. Lucania	Officer	Jul 03 '25	Proposed Sale	100.87	2,375	239,571		Jul 08 04:16 PM
Stephen Neeleman	Officer	Jul 03 '25	Proposed Sale	100.87	1,049	105,815		Jul 08 04:12 PM
Elimelech Rosner	Officer	Jul 03 '25	Proposed Sale	100.87	2,982	300,801		Jul 08 04:07 PM
Michael Henry Fiore	Officer	Jul 03 '25	Proposed Sale	100.87	1,636	165,027		Jul 08 04:05 PM
Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Jul 07 '25	Sale	101.73	1,794	182,499	53,225	Jul 08 04:04 PM
MICHAEL FIORE	Officer	Jul 07 '25	Proposed Sale	102.16	1,794	183,275		Jul 07 04:26 PM
Kessler Jon	Former Director	Jun 06 '25	Option Exercise	62.98	79,681	5,017,970	387,693	Jun 10 05:10 PM
Kessler Jon	Former Director	Jun 06 '25	Option Exercise	53.89	71,532	3,855,212	172,767	Jun 10 05:10 PM
Kessler Jon	Former Director	Jun 06 '25	Sale	112.08	134,183	15,038,655	253,510	Jun 10 05:10 PM
Kessler Jon	Former Director	Jun 06 '25	Sale	112.05	97,767	10,954,322	75,000	Jun 10 05:10 PM
Rosner Elimelech	EVP, CHIEF TECHNOLOGY OFFICER	Jun 06 '25	Sale	112.56	58,000	6,528,434	75,689	Jun 10 04:01 PM
Rosner Elimelech	EVP, CHIEF TECHNOLOGY OFFICER	Jun 09 '25	Sale	111.37	13,000	1,447,866	62,689	Jun 10 04:01 PM
ELIMELECH ROSNER	Officer	Jun 09 '25	Proposed Sale	111.37	13,000	1,447,865		Jun 09 05:35 PM
Jon Kessler	Officer	Jun 06 '25	Proposed Sale	112.70	80,737	9,099,060		Jun 06 04:53 PM
GKF LLC	Director	Jun 06 '25	Proposed Sale	111.98	71,532	8,010,375		Jun 06 04:48 PM
JON KESSLER	Director	Jun 06 '25	Proposed Sale	111.95	79,681	8,920,503		Jun 06 04:33 PM
ELIMELECH ROSNER	Officer	Jun 06 '25	Proposed Sale	112.56	58,000	6,528,433		Jun 06 04:07 PM
SELANDER ROBERT W	Director	Apr 09 '25	Option Exercise	28.68	12,500	358,500	90,719	Apr 11 12:53 PM
SELANDER ROBERT W	Director	Apr 09 '25	Sale	77.65	5,750	446,513	84,969	Apr 11 12:53 PM
Stephen Neeleman	Officer	Apr 08 '25	Proposed Sale	79.88	9,019	720,433		Apr 10 05:09 PM
Delano Ladd	Officer	Apr 08 '25	Proposed Sale	79.88	6,991	558,437		Apr 10 05:02 PM
Jon Kessler	Director	Apr 08 '25	Proposed Sale	79.88	101,545	8,111,359		Apr 10 04:55 PM
Elimelech Rosner	Officer	Apr 08 '25	Proposed Sale	79.88	52,078	4,159,962		Apr 10 04:50 PM
ROBERT SELANDER	Director	Apr 09 '25	Proposed Sale	77.65	5,750	446,512		Apr 09 04:04 PM
Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Apr 04 '25	Sale	78.26	8,881	695,046	56,655	Apr 08 01:17 PM
Stephen Neeleman	Officer	Apr 03 '25	Proposed Sale	83.88	1,316	110,380		Apr 04 06:29 PM
Michael Henry Fiore	Officer	Apr 03 '25	Proposed Sale	83.87	4,839	405,866		Apr 04 06:06 PM
Elimelech Rosner	Officer	Apr 03 '25	Proposed Sale	83.88	3,800	318,727		Apr 04 05:32 PM
James M. Lucania	Officer	Apr 03 '25	Proposed Sale	83.88	4,212	353,294		Apr 04 05:24 PM
Delano Ladd	Officer	Apr 03 '25	Proposed Sale	83.88	1,352	113,402		Apr 04 05:16 PM
MICHAEL FIORE	Officer	Apr 04 '25	Proposed Sale	82.97	8,881	736,857		Apr 04 04:28 PM

SGI Somnigroup International Inc daily Stock Chart

Peers: SNBR PRPL LEG WSM HVT LZB RH BSET HOFT FLXS

| Held by: IJH VTI VB VXF VBK MDY XMMO IWP IJK SPMD

Index	-	P/E	63.34	EPS (ttm)	1.53	Insider Own	11.17%	Shs Outstand	209.90M	Perf Week	2.48%
Market Cap	20.39B	Forward P/E	29.12	EPS next Y	3.34	Insider Trans	-0.59%	Shs Float	186.47M	Perf Month	5.01%
Enterprise Value	26.92B	PEG	1.76	EPS next Q	0.72	Inst Own	103.22%	Short Float	2.46%	Perf Quarter	3.88%
Income	315.20M	P/S	2.99	EPS this Y	5.57%	Inst Trans	-4.48%	Short Ratio	2.76	Perf Half Y	24.24%
Sales	6.82B	P/B	6.83	EPS next Y	23.90%	ROA	3.95%	Short Interest	4.59M	Perf YTD	8.79%
Book/sh	14.22	P/C	203.48	EPS next 5Y	16.51%	ROE	17.76%	52W High	98.44 -1.33%	Perf Year	45.88%
Cash/sh	0.48	P/FCF	29.11	EPS past 3/5Y	-5.15% 5.59%	ROIC	3.46%	52W Low	53.10 82.92%	Perf 3Y	137.37%
Dividend Est.	0.60 (0.62%)	EV/EBITDA	23.51	Sales past 3/5Y	0.07% 6.04%	Gross Margin	44.15%	Volatility	2.67% 2.76%	Perf 5Y	201.83%
Dividend TTM	0.60 (0.62%)	EV/Sales	3.95	EPS Y/Y TTM	-30.44%	Oper. Margin	13.38%	ATR (14)	2.58	Perf 10Y	627.70%
Dividend Ex-Date	Nov 20, 2025	Quick Ratio	0.38	Sales Y/Y TTM	39.29%	Profit Margin	4.62%	RSI (14)	61.74	Recom	1.73
Dividend Gr. 3/5Y	17.57% -	Current Ratio	0.75	EPS Q/Q	14.43%	SMA20	4.04%	Beta	1.27	Target Price	100.62
Payout	24.11%	Debt/Eq	2.22	Sales Q/Q	63.28%	SMA50	5.52%	Rel Volume	1.25	Prev Close	97.99
Employees	20000	LT Debt/Eq	2.05	Earnings	Feb 17 BMO	SMA200	20.91%	Avg Volume	1.66M	Price	97.13
IPO	Dec 18, 2003	Option/Short	Yes / Yes	EPS/Sales Surpr.	10.70% 2.97%	Trades		Volume	2,077,653	Change	-0.88%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-10-26	Initiated	Stephens	Equal-Weight	$89
Mar-19-25	Resumed	Goldman	Neutral	$57
Feb-21-25	Initiated	Jefferies	Hold
Feb-05-25	Upgrade	William Blair	Mkt Perform → Outperform
Feb-03-25	Upgrade	Wedbush	Neutral → Outperform	$67 → $80
Sep-04-24	Downgrade	Wedbush	Outperform → Neutral	$52
Mar-25-24	Upgrade	Loop Capital	Hold → Buy	$50 → $75
Jan-18-24	Upgrade	Piper Sandler	Neutral → Overweight	$41 → $61
Feb-14-23	Resumed	William Blair	Mkt Perform
Aug-11-22	Initiated	Goldman	Buy	$34
Jun-01-22	Downgrade	Piper Sandler	Overweight → Neutral	$36 → $28
Mar-30-21	Initiated	Jefferies	Hold	$38
Mar-10-21	Downgrade	Loop Capital	Buy → Hold
Feb-18-21	Upgrade	UBS	Neutral → Buy	$30 → $40
Jul-31-20	Upgrade	SunTrust	Hold → Buy	$75 → $100
Mar-24-20	Upgrade	Loop Capital	Hold → Buy	$65
Jun-24-19	Upgrade	Loop Capital	Sell → Hold	$70
Feb-15-19	Downgrade	Guggenheim	Buy → Neutral
Jan-28-19	Initiated	Barclays	Overweight	$70
Jan-07-19	Upgrade	Guggenheim	Neutral → Buy

Show Previous Ratings

Feb-11-26 09:15AM	Curious about Somnigroup International (SGI) Q4 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Feb-10-26 09:45AM	Under Armour cut to Sell, Snap upgraded: Wall Street's top analyst calls (The Fly)
08:10AM	Here Are Tuesdays Top Wall Street Analyst Research Calls: Booking Holdings, On Semi, Palantir Technologies, Snap, Spotify, Qualcomm, Vistra Corp., and More (24/7 Wall St.)
Feb-09-26 08:42AM	Here are Third Point Management's Views on Somnigroup International (SGI) (Insider Monkey)
Feb-05-26 06:55AM	Somnigroup to Host Investor Day on March 4, 2026 (PR Newswire)
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Jan-28-26 05:35PM	Ethan Allen (ETD) Surpasses Q2 Earnings Estimates (Zacks)
Jan-21-26 11:59PM	Leggett & Platt rejects acquisition offer by Somnigroup (The Joplin Globe, Mo.)
09:00AM	Mattress Firm's Presidents Day Sale Helps America Sleep Easy (and Save Big) (PR Newswire)
Jan-20-26 07:30AM	Leggett & Platt Enters Non-Disclosure Agreement With Suitor Somnigroup (The Wall Street Journal)
06:31AM	Somnigroup to Engage in Discussions with Leggett & Platt (PR Newswire)
Jan-15-26 06:55AM	Somnigroup to Report Fourth Quarter and Full Year 2025 Financial Results (PR Newswire)
Jan-14-26 11:03PM	3 Reasons SGI is Risky and 1 Stock to Buy Instead (StockStory)
Dec-29-25 11:31PM	2 Growth Stocks to Stash and 1 We Find Risky (StockStory)
Dec-24-25 10:33PM	Q3 Earnings Highlights: Somnigroup (NYSE:SGI) Vs The Rest Of The Home Furnishings Stocks (StockStory)
Dec-10-25 04:32AM	Zacks Industry Outlook Highlights Williams-Sonoma, Somnigroup, Floor & Decor, Haverty Furniture, FGI Industries and RH (Zacks)
11:37AM	Loading…
Dec-09-25 11:37AM	5 Home Furnishing Stocks Set to Benefit From an Industry Upswing (Zacks)
Dec-05-25 10:21AM	3 Consumer Stocks That Fall Short (StockStory)
Dec-03-25 09:15AM	Somnigroup International Inc. (SGI) Hits Fresh High: Is There Still Room to Run? (Zacks)
Dec-02-25 12:00PM	What Makes Somnigroup International (SGI) a Strong Momentum Stock: Buy Now? (Zacks)
Dec-01-25 11:59PM	Somnigroup proposes to acquire Leggett & Platt in all-stock deal (The Joplin Globe, Mo.)
12:09PM	Vaccine makers fall on FDA memo, Bally's wins bid for NYC casino (Yahoo Finance Video)
09:37AM	Stocks to Watch Monday: Strategy, Coinbase, Airbus (The Wall Street Journal)
07:30AM	Somnigroup Seeks to Buy Leggett & Platt for About $1.6 Billion (The Wall Street Journal)
07:15AM	Leggett & Platt Confirms Receipt of Unsolicited Proposal from Somnigroup International Inc. (PR Newswire)
06:30AM	Somnigroup Proposes to Acquire Leggett & Platt in All-Stock Transaction (PR Newswire)
Nov-18-25 11:07AM	Home Depot Stock Slips on Q3 Earnings Miss and Soft FY25 EPS View (Zacks)
Nov-12-25 12:00PM	What Makes Somnigroup International (SGI) a New Strong Buy Stock (Zacks)
Nov-10-25 09:15AM	Somnigroup International Inc. (SGI) Hit a 52 Week High, Can the Run Continue? (Zacks)
Nov-07-25 03:26PM	Sealy Mattress Maker At New Highs; Snowflake And Aerospace Play Also In Buy Zones (Investor's Business Daily)
Nov-06-25 02:08PM	Somnigroup International Inc (SGI) Q3 2025 Earnings Call Highlights: Record Sales Surge and ... (GuruFocus.com) +11.78%
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11:37AM	Why Somnigroup (SGI) Stock Is Up Today (StockStory)
09:30AM	Somnigroup International (SGI) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:45AM	Somnigroup International (SGI) Tops Q3 Earnings and Revenue Estimates (Zacks)
07:02AM	Somnigroup's (NYSE:SGI) Q3 Sales Beat Estimates (StockStory)
06:51AM	Somnigroup International: Q3 Earnings Snapshot (Associated Press Finance)
06:37AM	Somnigroup Announces Fourth Quarter Cash Dividend (PR Newswire)
06:36AM	Somnigroup International Inc. Reports Record Third Quarter Results (PR Newswire)
Nov-05-25 09:15AM	Somnigroup International (SGI) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Nov-04-25 10:10PM	Somnigroup (SGI) Reports Q3: Everything You Need To Know Ahead Of Earnings (StockStory)
09:55AM	Somnigroup International (SGI) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now (Zacks)
Oct-31-25 12:56PM	YUM Gears Up for Q3 Earnings: What's in Store for the Stock? (Zacks)
Oct-30-25 10:00AM	Somnigroup International (SGI) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-29-25 05:25PM	Haverty Furniture (HVT) Q3 Earnings and Revenues Surpass Estimates (Zacks)
10:47AM	BJ's Restaurants to Report Q3 Earnings: What's in the Offing? (Zacks)
Oct-22-25 12:10PM	Will Somnigroup International (SGI) Beat Estimates Again in Its Next Earnings Report? (Zacks)
09:00AM	The Gift of Better Sleep: Mattress Firm Unwraps Its Black Friday Sale (PR Newswire)
Oct-15-25 02:35PM	Stock Of The Day Not One To Sleep On. It's Nearing A Breakout. (Investor's Business Daily)
06:55AM	Somnigroup to Report Third Quarter 2025 Financial Results (PR Newswire)
Oct-09-25 06:55AM	Somnigroup International Announces New General Counsel (PR Newswire)
Oct-02-25 12:00AM	3 Reasons to Avoid SGI and 1 Stock to Buy Instead (StockStory)
Sep-30-25 04:05PM	Somnigroup International Appoints New Director (PR Newswire)
Sep-24-25 09:40AM	Are Retail-Wholesale Stocks Lagging Sonic Automotive (SAH) This Year? (Zacks)
Sep-21-25 11:35PM	Q2 Earnings Outperformers: Somnigroup (NYSE:SGI) And The Rest Of The Home Furnishings Stocks (StockStory)
Sep-09-25 08:54AM	Zacks Industry Outlook Highlights Williams-Sonoma and Somnigroup International (Zacks)
Sep-08-25 01:53PM	2 Retail Home Furnishing Stocks to Watch Defying Industry Odds (Zacks)
Sep-02-25 06:55AM	Somnigroup International to Participate in Financial Conference (PR Newswire)
Aug-19-25 12:16PM	Home Depot Q2 Earnings Miss Estimates, Comparable Sales Rise Y/Y (Zacks)
Aug-18-25 08:39AM	Mattress Firm president takes CEO reins (Retail Dive)
06:55AM	Somnigroup International Announces New Chief Executive Officer at Mattress Firm (PR Newswire)
Aug-14-25 01:32AM	The 5 Most Interesting Analyst Questions From Somnigroup's Q2 Earnings Call (StockStory)
Aug-12-25 03:25AM	SGI Q2 Deep Dive: Margin Compression Amid Strong Sales and Integration Progress (StockStory)
Aug-07-25 02:24PM	Somnigroup (NYSE:SGI) Misses Q2 Revenue Estimates (StockStory)
09:30AM	Somnigroup International (SGI) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:50AM	Somnigroup International (SGI) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
06:46AM	Somnigroup International: Q2 Earnings Snapshot (Associated Press Finance)
06:45AM	Fullpower-AI Secures 10-Year Global Licensing Agreement and Strategic Investment from Tempur Sealy International to Power the Future of Smartbeds (PR Newswire)
06:38AM	Somnigroup International Acquires Equity Interest in Fullpower-AI and Advances Long Term Strategic Partnership (PR Newswire)
06:37AM	Somnigroup Announces Third Quarter Cash Dividend (PR Newswire)
06:36AM	Somnigroup International Inc. Reports Second Quarter Results (PR Newswire)
Aug-06-25 09:00AM	MATTRESS FIRM ANNOUNCES NEW PARTNERSHIP WITH THE NATIONAL WOMEN'S SHELTER NETWORK TO HELP WOMEN, CHILDREN AND FAMILIES IN NEED (PR Newswire)
Aug-05-25 11:15PM	What To Expect From Somnigroup's (SGI) Q2 Earnings (StockStory)
09:15AM	Somnigroup International (SGI) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Jul-31-25 05:20PM	Floor & Dcor (FND) Q2 Earnings and Revenues Surpass Estimates (Zacks)
10:00AM	Somnigroup International (SGI) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Jul-30-25 08:00AM	The Summer Ends with a Dream: Mattress Firm's Best Sale of the Year Is Here (PR Newswire)
Jul-29-25 11:35AM	What Makes Somnigroup International Inc (SGI) an Investment Choice? (Insider Monkey)
Jul-25-25 12:10PM	Will Somnigroup International (SGI) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jul-15-25 05:37PM	Somnigroup International Inc. (SGI): A Bull Case Theory (Insider Monkey)
09:00AM	All's Fair in Love and Sleep: Mattress Firm's Latest Sleep Index Reveals Registry Regrets and Bedroom Tensions (PR Newswire)
06:55AM	Somnigroup to Report Second Quarter 2025 Financial Results (PR Newswire)
Jul-09-25 11:33PM	Unpacking Q1 Earnings: Somnigroup (NYSE:SGI) In The Context Of Other Home Furnishings Stocks (StockStory)
Jul-04-25 12:36AM	3 Cash-Producing Stocks Facing Headwinds (StockStory)
Jun-27-25 06:02AM	5 Must-Read Analyst Questions From Somnigroup's Q1 Earnings Call (StockStory)
Jun-24-25 06:55AM	Somnigroup International Extends Scott Thompson's Employment Contract (PR Newswire)
Jun-18-25 06:55AM	Somnigroup Announces Successful Term Loan B Repricing (PR Newswire)
Jun-12-25 11:40AM	LOVE or SGI: Which Is the Better Value Stock Right Now? (Zacks)
Jun-11-25 09:00AM	The Heat is On: Mattress Firm's July 4th Sale Brings the Hottest Deals of the Summer (PR Newswire)
Jun-05-25 01:21PM	SGI Q1 Earnings Call: Revenue Miss, Guidance Cut, and Tariff Mitigation Plans Detailed (StockStory)
May-27-25 12:03AM	Somnigroup (SGI): Buy, Sell, or Hold Post Q1 Earnings? (StockStory)
May-13-25 09:26AM	Here's Why Somnigroup International (SGI) Rose in Q1 (Insider Monkey)
May-12-25 05:57PM	Somnigroup Announces Pricing of Secondary Offering of Common Stock (PR Newswire) +6.17%
06:42AM	Somnigroup Announces Launch of Secondary Offering of Common Stock (PR Newswire)
May-08-25 09:30AM	Somnigroup International (SGI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:50AM	Somnigroup International (SGI) Beats Q1 Earnings Estimates (Zacks)
06:37AM	Somnigroup Announces Second Quarter Cash Dividend (PR Newswire)
06:36AM	Somnigroup International Inc. Reports First Quarter Results (PR Newswire)
May-07-25 12:53PM	Somnigroup International Q1 2025 Earnings Preview (Seeking Alpha)
07:11AM	Fidelity Select Consumer Discretionary Portfolio Q1 2025 Review (Seeking Alpha)
May-06-25 05:25PM	Fortune Brands Innovations (FBIN) Meets Q1 Earnings Estimates (Zacks)
04:15PM	Somnigroup International Announces Multiple Mattress Firm Supplier Arrangements (PR Newswire)

Somnigroup International, Inc. engages in developing, manufacturing, marketing, and distributing bedding products. Its brands include Tempur, Tempur-Pedic, Sealy, and Stearns and Foster. It operates through the North America and International geographical segments. The North America segment includes Tempur and Sealy manufacturing and distribution subsidiaries, joint ventures and licensees located in the U.S. and Canada. The International segment refers to Tempur and Sealy manufacturing and distribution subsidiaries, joint ventures and licensees located in Europe, Asia-Pacific and Latin America. The company was founded by Robert B. Trussell, Jr. in 1991 and is headquartered in Lexington, KY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Rusing Steven H	President & CEO Mattress Firm	Jan 02 '26	Option Exercise	0.00	43,090	0	299,237	Jan 06 04:04 PM
BUSTER H CLIFFORD III	CEO of Tempur Sealy	Jan 02 '26	Option Exercise	0.00	69,497	0	253,683	Jan 06 04:04 PM
MONTGOMERY DAVID	EVP Global Business Strategy	Jan 02 '26	Option Exercise	0.00	27,802	0	860,867	Jan 06 04:03 PM
Rao Bhaskar	EVP & Chief Financial Officer	Jan 02 '26	Option Exercise	0.00	43,090	0	357,286	Jan 06 04:02 PM
THOMPSON SCOTT L	CEO & PRESIDENT	Jan 02 '26	Option Exercise	0.00	172,510	0	4,133,360	Jan 06 04:01 PM
Dyer Simon	Director	Dec 02 '25	Buy	93.40	32,000	2,988,747	36,800	Dec 04 04:24 PM
Gates Cathy R.	Director	Sep 05 '25	Sale	86.85	6,016	522,478	38,575	Sep 08 04:24 PM
CATHY GATES	Director	Sep 05 '25	Proposed Sale	86.85	6,016	522,478		Sep 05 04:05 PM
BUSTER H CLIFFORD III	CEO of Tempur Sealy	Aug 19 '25	Sale	81.20	70,134	5,694,572	210,621	Aug 20 04:29 PM
BUSTER H CLIFFORD III	Officer	Aug 19 '25	Proposed Sale	81.20	70,134	5,694,570		Aug 19 04:32 PM
Rao Bhaskar	EVP & Chief Financial Officer	Aug 13 '25	Option Exercise	15.61	18,812	293,655	426,372	Aug 14 04:05 PM
Rao Bhaskar	EVP & Chief Financial Officer	Aug 13 '25	Sale	78.50	95,891	7,527,490	330,481	Aug 14 04:05 PM
BHASKAR RAO	Officer	Aug 13 '25	Proposed Sale	78.54	77,079	6,054,108		Aug 13 04:31 PM
BHASKAR RAO	Officer	Aug 13 '25	Proposed Sale	78.32	18,812	1,473,380		Aug 13 04:06 PM
BUSTER H CLIFFORD III	CEO, North America	Jun 11 '25	Option Exercise	15.61	35,248	550,221	308,247	Jun 12 04:28 PM
BUSTER H CLIFFORD III	CEO, North America	Jun 11 '25	Sale	65.80	22,092	1,453,543	286,155	Jun 12 04:28 PM
MONTGOMERY DAVID	EVP Global Business Strategy	Jun 11 '25	Option Exercise	16.72	101,008	1,688,925	959,847	Jun 12 04:27 PM
MONTGOMERY DAVID	EVP Global Business Strategy	Jun 11 '25	Sale	65.68	76,008	4,991,987	883,839	Jun 12 04:27 PM
DAVID MONTGOMERY	Officer	Jun 11 '25	Proposed Sale	65.68	76,008	4,991,984		Jun 11 04:07 PM
H CLIFFORD BUSTER III	Officer	Jun 11 '25	Proposed Sale	65.79	22,092	1,453,541		Jun 11 04:03 PM
THOMPSON SCOTT L	CEO & PRESIDENT	May 16 '25	Option Exercise	17.38	1,357,904	23,600,372	5,085,675	May 19 04:06 PM
THOMPSON SCOTT L	CEO & PRESIDENT	May 13 '25	Option Exercise	17.94	1,240,000	22,245,600	4,426,129	May 14 04:05 PM
Dilsaver Evelyn S	Director	Mar 06 '25	Option Exercise	14.96	6,612	98,916	153,328	Mar 07 04:04 PM
Dilsaver Evelyn S	Director	Mar 06 '25	Sale	60.18	1,748	105,195	151,580	Mar 07 04:04 PM
EVELYN DILSAVER	Director	Mar 06 '25	Proposed Sale	60.18	1,748	105,195		Mar 06 05:10 PM
MONTGOMERY DAVID	EVP Global Business Strategy	Mar 03 '25	Option Exercise	17.38	50,000	869,000	908,624	Mar 04 05:21 PM
MONTGOMERY DAVID	EVP Global Business Strategy	Mar 03 '25	Sale	62.88	32,785	2,061,403	875,839	Mar 04 05:21 PM
DAVID MONTGOMERY	Officer	Mar 03 '25	Proposed Sale	62.88	32,785	2,061,400		Mar 03 06:05 PM

HQY

Healthequity Inc

SGI

Somnigroup International Inc

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