SGI,HQY Stock Price and Quote

Dollar change -0.40
Percentage change -0.47	%

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

| Held by: IJH VTI VB VBK VXF MDY IWP SPMD XHB IWF

Index	-	P/E	58.78	EPS (ttm)	1.43	Insider Own	3.77%	Shs Outstand	209.90M	Perf Week	0.19%
Market Cap	17.62B	Forward P/E	26.65	EPS next Y	3.15	Insider Trans	-3.64%	Shs Float	201.97M	Perf Month	15.99%
Enterprise Value	24.37B	PEG	4.30	EPS next Q	0.85	Inst Own	109.47%	Short Float	4.93%	Perf Quarter	29.03%
Income	267.80M	P/S	2.94	EPS this Y	0.04%	Inst Trans	5.97%	Short Ratio	4.06	Perf Half Y	31.42%
Sales	5.99B	P/B	6.20	EPS next Y	23.47%	ROA	3.36%	Short Interest	9.96M	Perf YTD	48.09%
Book/sh	13.54	P/C	179.61	EPS next 5Y	13.68%	ROE	16.47%	52W High	85.03 -1.26%	Perf Year	61.44%
Cash/sh	0.47	P/FCF	30.37	EPS past 3/5Y	-5.15% 5.59%	ROIC	2.91%	52W Low	47.25 77.67%	Perf 3Y	212.20%
Dividend Est.	0.60 (0.72%)	EV/EBITDA	25.15	Sales past 3/5Y	0.07% 6.04%	Gross Margin	44.12%	Volatility	1.62% 2.34%	Perf 5Y	284.12%
Dividend TTM	0.58 (0.69%)	EV/Sales	4.07	EPS Y/Y TTM	-32.01%	Oper. Margin	12.65%	ATR (14)	1.72	Perf 10Y	350.68%
Dividend Ex-Date	Aug 21, 2025	Quick Ratio	0.40	Sales Y/Y TTM	23.05%	Profit Margin	4.47%	RSI (14)	69.77	Recom	1.60
Dividend Gr. 3/5Y	17.57% -	Current Ratio	0.82	EPS Q/Q	-21.81%	SMA20	5.38%	Beta	1.29	Target Price	83.00
Payout	24.11%	Debt/Eq	2.41	Sales Q/Q	52.46%	SMA50	12.49%	Rel Volume	0.61	Prev Close	84.35
Employees	20000	LT Debt/Eq	2.24	Earnings	Aug 07 BMO	SMA200	31.75%	Avg Volume	2.45M	Price	83.95
IPO	Dec 18, 2003	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.04% -0.62%	Trades		Volume	1,492,483	Change	-0.47%

Date	Action	Analyst	Rating Change	Price Target Change
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
Aug-23-18	Upgrade	KeyBanc Capital Mkts	Sector Weight → Overweight

Show Previous Ratings

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)
02:24PM	Loading…
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	Loading…
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)
09:00AM	Loading…
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)
04:00PM	Purple Announces Significant Expansion of Commercial Relationship with Somnigroup (PR Newswire)
May-05-25 09:15AM	Ahead of Somnigroup International (SGI) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
May-02-25 12:37AM	2 Cash-Producing Stocks with Competitive Advantages and 1 to Avoid (StockStory)
May-01-25 10:01AM	Analysts Estimate Somnigroup International (SGI) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-30-25 09:00AM	Mattress Firm Turns Up the Summer Savings with Memorial Day Deals (PR Newswire)
Apr-25-25 05:05AM	Spotting Winners: Somnigroup (NYSE:SGI) And Home Furnishings Stocks In Q4 (StockStory)
Apr-23-25 06:20AM	Is SPDR S&P Homebuilders ETF (XHB) a Strong ETF Right Now? (Zacks)
Apr-22-25 06:55AM	Somnigroup International Announces New Chief Human Resources Officer (PR Newswire)
Apr-21-25 05:02AM	3 Reasons SGI is Risky and 1 Stock to Buy Instead (StockStory)
Apr-15-25 06:55AM	Somnigroup to Report First Quarter 2025 Financial Results (PR Newswire)
Mar-07-25 12:04PM	More Sleep, Less Rest: New Data Reveals America's Sleep Dilemma (PR Newswire)
Mar-05-25 06:55AM	Somnigroup Announces New President of Mattress Firm (PR Newswire)
Feb-24-25 09:00AM	Mattress Firm Launches FirmCare Powered by Extend to Boost Customer Satisfaction (PR Newswire)
Feb-22-25 08:55AM	Somnigroup price target raised to $75 from $72 at Truist (TipRanks)
Feb-21-25 12:58AM	Q4 2024 Tempur Sealy International Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-20-25 08:50AM	Somnigroup International (SGI) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
06:37AM	Somnigroup Announces First Quarter Cash Dividend (PR Newswire)
06:36AM	Somnigroup Reports Fourth Quarter and Full Year 2024 Results (PR Newswire)
Feb-18-25 06:55AM	Tempur Sealy Completes Name Change to Somnigroup International (PR Newswire)
Feb-17-25 09:16AM	Unveiling Tempur Sealy (TPX) Q4 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Feb-13-25 10:00AM	Tempur Sealy (TPX) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Feb-12-25 09:00AM	Leadership Change at Mattress Firm (PR Newswire)
07:21AM	Mattress Firm CEO exits (Retail Dive)
Feb-11-25 10:14AM	BofA adds mattress company Tempur Sealys stock in its top list (Investing.com)
Feb-06-25 11:15AM	Temper Sealy Garners FTC Nod on $5 Billion Mattress Firm Deal (Sourcing Journal)
07:50AM	Tempur Sealy closes $5B Mattress Firm takeover, plans rebrand to Somnigroup (Retail Dive)
06:45AM	Tempur Sealy completes acquisition of Mattress Firm for $5bn (Retail Insight Network)
Feb-05-25 10:55AM	Tempur Sealy to Become Somnigroup After Mattress Firm Deal Closes (The Wall Street Journal)
09:51AM	Tempur Sealy Successfully Completes Acquisition of Mattress Firm (PR Newswire)
09:50AM	Tempur Sealy International, Inc. to Change its Name to Somnigroup International Inc. (PR Newswire)
Feb-04-25 01:02PM	Tempur Sealy Cleared to Close Purchase of Mattress Firm (The Wall Street Journal)
12:10PM	Tempur Sealy Cleared to Close Acquisition of Mattress Firm (PR Newswire)
08:15AM	Tempur Sealy price target raised to $78 from $67 at UBS (TipRanks)
03:53AM	Strength Seen in Tempur Sealy (TPX): Can Its 6.0% Jump Turn into More Strength? (Zacks)
Feb-03-25 10:09PM	Why Tempur Sealy International Inc. (TPX) Soared on Monday (Insider Monkey) +5.99%
12:04PM	Tempur Sealy (TPX) Stock Trades Up, Here Is Why (StockStory)
04:02AM	Home Furnishings Stocks Q3 Earnings Review: La-Z-Boy (NYSE:LZB) Shines (StockStory)
Jan-27-25 08:00AM	Tempur-Pedic and Calm are enhancing the multisensory experience of TEMPUR-Ergo Smart Bases to help users fall asleep faster (PR Newswire)
08:00AM	America's #1 Mattress Brand* Launches All-New Sealy Posturepedic Lineup with Innovative and Exclusive PrecisionFit Coils (PR Newswire)
Jan-15-25 06:55AM	Tempur Sealy International to Report Fourth Quarter and Full Year 2024 Financial Results (PR Newswire)
Dec-13-24 04:14PM	RH Guides To 20% Revenue Spike, Shares Soar As Demand Accelerates (Investor's Business Daily)
Nov-29-24 04:48AM	3 Reasons to Sell TPX and 1 Stock to Buy Instead (StockStory)
Nov-27-24 08:00AM	Why A Breakout Is Like A 'Get Out Of Jail' Card For Leading Stocks (Investor's Business Daily)
Nov-26-24 04:28AM	Tempur Sealy International, Inc. (TPX): Among the Stocks in Billionaire David Abrams Portfolio (Insider Monkey)
Nov-24-24 07:00AM	5 stalled mega mergers that could get a green light under Trump (Fortune)
Nov-18-24 02:01AM	What To Expect From La-Z-Boys (LZB) Q3 Earnings (StockStory)
Nov-08-24 03:47AM	Tempur Sealy, Mattress Firm seek to pause FTC case (Retail Dive)
02:08AM	Tempur Sealy International Inc (TPX) Q3 2024 Earnings Call Highlights: Strong International ... (GuruFocus.com)
01:35AM	Q3 2024 Tempur Sealy International Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-07-24 09:30AM	Compared to Estimates, Tempur Sealy (TPX) Q3 Earnings: A Look at Key Metrics (Zacks) +8.28%
07:45AM	Tempur Sealy (TPX) Beats Q3 Earnings and Revenue Estimates (Zacks)
07:04AM	Tempur Sealy (NYSE:TPX) Surprises With Q3 Sales (StockStory)
06:43AM	Tempur Sealy: Q3 Earnings Snapshot (Associated Press Finance)
06:37AM	Tempur Sealy Announces Fourth Quarter Cash Dividend (PR Newswire)
06:36AM	Tempur Sealy Reports Third Quarter Results (PR Newswire)
Nov-06-24 08:02AM	Tempur-Pedic Recognized as the Most Awarded Brand in the History of the J.D. Power U.S. Mattress Satisfaction Study* (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
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
MURRAY THOMAS A.	EVP, CMO U.S.	Jan 03 '25	Option Exercise	0.00	29,228	0	198,353	Jan 06 04:19 PM
Rao Bhaskar	EVP & Chief Financial Officer	Jan 03 '25	Option Exercise	0.00	69,716	0	414,360	Jan 06 04:17 PM
Vollet Scott	EVP, Global Operations	Jan 03 '25	Option Exercise	0.00	69,716	0	454,034	Jan 06 04:16 PM
BUSTER H CLIFFORD III	CEO, North America	Jan 03 '25	Option Exercise	0.00	112,446	0	316,487	Jan 06 04:15 PM
Rusing Steven H	EVP, President, U.S. Sales	Jan 03 '25	Option Exercise	0.00	69,716	0	282,165	Jan 06 04:13 PM
Wijnand Hansbart	EVP, INTERNATIONAL	Jan 03 '25	Option Exercise	0.00	41,429	0	54,106	Jan 06 04:11 PM
THOMPSON SCOTT L	CEO & PRESIDENT	Jan 03 '25	Option Exercise	0.00	503,297	0	3,277,094	Jan 06 04:10 PM
MONTGOMERY DAVID	EVP Global Business Strategy	Jan 03 '25	Option Exercise	0.00	44,976	0	863,145	Jan 06 04:08 PM

Dollar change +1.04
Percentage change 1.18	%

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

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

Index	RUT	P/E	65.02	EPS (ttm)	1.37	Insider Own	2.16%	Shs Outstand	86.71M	Perf Week	-0.55%
Market Cap	7.72B	Forward P/E	20.31	EPS next Y	4.40	Insider Trans	-14.60%	Shs Float	84.61M	Perf Month	-7.91%
Enterprise Value	8.54B	PEG	3.70	EPS next Q	0.91	Inst Own	106.29%	Short Float	6.01%	Perf Quarter	-11.21%
Income	121.81M	P/S	6.21	EPS this Y	19.69%	Inst Trans	-1.91%	Short Ratio	4.99	Perf Half Y	-18.61%
Sales	1.24B	P/B	3.65	EPS next Y	17.76%	ROA	3.66%	Short Interest	5.09M	Perf YTD	-6.90%
Book/sh	24.49	P/C	26.83	EPS next 5Y	17.59%	ROE	5.77%	52W High	116.65 -23.42%	Perf Year	17.05%
Cash/sh	3.33	P/FCF	22.87	EPS past 3/5Y	- 13.44%	ROIC	3.78%	52W Low	73.84 20.97%	Perf 3Y	44.08%
Dividend Est.	-	EV/EBITDA	19.74	Sales past 3/5Y	16.61% 17.66%	Gross Margin	58.59%	Volatility	2.47% 2.89%	Perf 5Y	66.82%
Dividend TTM	-	EV/Sales	6.87	EPS Y/Y TTM	50.06%	Oper. Margin	21.77%	ATR (14)	2.59	Perf 10Y	205.19%
Dividend Ex-Date	-	Quick Ratio	4.06	Sales Y/Y TTM	19.21%	Profit Margin	9.80%	RSI (14)	43.89	Recom	1.27
Dividend Gr. 3/5Y	- -	Current Ratio	4.06	EPS Q/Q	86.94%	SMA20	-0.84%	Beta	0.50	Target Price	121.50
Payout	0.00%	Debt/Eq	0.52	Sales Q/Q	15.04%	SMA50	-6.54%	Rel Volume	1.49	Prev Close	88.29
Employees	3120	LT Debt/Eq	0.52	Earnings	Sep 02 AMC	SMA200	-8.55%	Avg Volume	1.02M	Price	89.33
IPO	Jul 31, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	19.34% 2.64%	Trades		Volume	1,519,638	Change	1.18%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jul-02-21	Initiated	Stephens	Overweight	$100
Apr-29-21	Resumed	JP Morgan	Overweight	$82
Jan-07-21	Initiated	BTIG Research	Neutral

Show Previous Ratings

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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)
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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)
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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)
Jun-09-25 12:45PM	HealthEquity (HQY) is an Incredible Growth Stock: 3 Reasons Why (Zacks)
Jun-06-25 11:40AM	MD or HQY: Which Is the Better Value Stock Right Now? (Zacks)
Jun-05-25 12:26PM	ECL Stock Gains Following Latest Launch to Boost Data Center Cooling (Zacks)
09:30AM	Company News for Jun 5, 2025 (Zacks)
09:06AM	Morning Movers: Chart Industries, Flowserve both rise following merger pact (TipRanks)
05:00AM	Zacks Investment Ideas feature highlights: Ollie's Bargain Outlet and HealthEquity (Zacks)
Jun-04-25 04:57PM	2 Buy-Rated Stocks to Watch After Strong Q1 Results: OLLI, HQY (Zacks) +8.96%
03:30PM	What are HSAs? HealthEquity's CEO explains the pros & cons (Yahoo Finance Video)
01:31PM	Squawk Pod: An abomination & calls for a breakup: the Trump agenda bill - 06/04/25 Audio Only (CNBC TV)
12:33PM	HIMS Stock Falls Despite Latest Deal to Expand International Footprint (Zacks)
12:26PM	HealthEquity Stock Gains as Q1 Earnings Beat Estimates, Revenues Up Y/Y (Zacks)
08:41AM	Doximity Rides on Telehealth Demand: Will This Drive Sales Further? (Zacks)
08:30AM	Health care is increasingly out of touch for most Americans: HealthEquity CEO Scott Cutler (CNBC TV)
03:02AM	HealthEquity Inc (HQY) Q1 2026 Earnings Call Highlights: Strong Revenue Growth Amid ... (GuruFocus.com)
Jun-03-25 05:30PM	HealthEquity (HQY) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
05:10PM	HealthEquity (HQY) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
04:10PM	HealthEquity: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	HealthEquity Reports First Quarter Ended April 30, 2025 Financial Results (GlobeNewswire)
04:50AM	CrowdStrike results head earnings slate (MarketWatch)
04:09AM	Stock Market Today: Dow, S&P 500 and Nasdaq eye lower open as tariff fears linger and Treasury yields dip ahead of job market data (MarketWatch)
May-29-25 10:08AM	Here's Why You Should Add HealthEquity Stock to Your Portfolio Now (Zacks)
09:20AM	HealthEquity Community Foundation Awards $35,000 in New Grants (GlobeNewswire)
09:15AM	Curious about HealthEquity (HQY) Q1 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
May-28-25 12:18PM	Hims & Hers Stock Falls Despite the Latest Wegovy Availability Offer (Zacks)
May-27-25 10:00AM	HealthEquity (HQY) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
May-21-25 11:40AM	MD vs. HQY: Which Stock Is the Better Value Option? (Zacks)
08:10AM	MediWound (MDWD) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
May-12-25 08:45AM	Surgery Partners (SGRY) Q1 Earnings and Revenues Miss Estimates (Zacks) +6.92%
08:05AM	HealthEquity (HQY) Declined After Reporting Quarterly Results (Insider Monkey)
06:33AM	Doximity Q4 Earnings Likely to Reflect Strong Product Momentum (Zacks)
May-09-25 04:59PM	HealthEquity Announces First Quarter Earnings Release Date Presentations at Investor Conferences (GlobeNewswire)
07:40AM	Embecta Corp. (EMBC) Tops Q2 Earnings Estimates (Zacks)
May-08-25 06:45PM	ModivCare (MODV) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
May-07-25 06:50PM	GoodRx Holdings, Inc. (GDRX) Q1 Earnings Match Estimates (Zacks)
01:10PM	Solventum Q1 Earnings Likely to Reflect Higher Costs & Expenses (Zacks)
May-06-25 01:09PM	Will Applied Sterilization Growth Help STE Beat Q4 Earnings Estimates? (Zacks)
07:11AM	MCK Stock Up 24% YTD: Should You Buy, Hold or Sell Before Q4 Earnings? (Zacks)
May-05-25 11:40AM	MD vs. HQY: Which Stock Should Value Investors Buy Now? (Zacks)
07:25AM	Will Speciality and GLP-1 Drugs Help COR Beat Q2 Earnings Estimates? (Zacks)
May-01-25 11:35AM	ClearBridge Small Cap Growth Fund Q1 2025 Commentary (Seeking Alpha)
Apr-29-25 09:00AM	USA Today Names HealthEquity to its Top 25 Workplaces (GlobeNewswire)
Apr-27-25 02:22PM	Baron Health Care Fund Q1 2025 Shareholder Letter (Seeking Alpha)
Apr-18-25 11:40AM	MD or HQY: Which Is the Better Value Stock Right Now? (Zacks)
Apr-17-25 11:30AM	Why Is HealthEquity (HQY) Down 2.2% Since Last Earnings Report? (Zacks)
Apr-15-25 11:20AM	HealthEquity Stock Plunges 13% YTD: Is It Time to Exit or Hold? (Zacks)
09:20AM	HealthEquity's Expedited Claims Technology Wins Artificial Intelligence Excellence Awards (GlobeNewswire)
Apr-11-25 12:53PM	HealthEquity, Inc. (NASDAQ:HQY): A Bull Case Theory (Insider Monkey)
Apr-09-25 05:00AM	Alignment Healthcare (ALHC) Surges 6.3%: Is This an Indication of Further Gains? (Zacks) +8.28%
Apr-02-25 11:40AM	MD vs. HQY: Which Stock Is the Better Value Option? (Zacks)
Mar-26-25 02:28PM	Trade Tracker: Karen Firestone buys Amgen and buys more HealthEquity (CNBC TV)
Mar-24-25 10:46PM	Wasatch Global Select Fund Q4 2024 Commentary (SeekingAlpha) +6.41%
10:26PM	Wasatch Global Opportunities Fund Q4 2024 Commentary (SeekingAlpha)
Mar-22-25 01:25AM	The Davenport Small Cap Focus Fund Q4 2024 Commentary (SeekingAlpha)
Mar-21-25 10:56PM	HealthEquity Inc (HQY) Q4 2025 Earnings Report Preview: What To Expect (GuruFocus.com) +6.41%
Mar-20-25 03:18PM	Why HealthEquity Stock Was Sliding This Week (Motley Fool)
01:27PM	HealthEquity Stock Tumbles Despite the Launch of Assist Benefits Suite (Zacks)
12:05PM	Autodesk in proxy fight, General Mills reports mixed Q3: Morning Buzz (TipRanks)
09:05AM	Invesco Health Care Fund Q4 2024 Commentary (SeekingAlpha)
08:47AM	Company News for Mar 20, 2025 (Zacks)
Mar-19-25 10:33PM	Why HealthEquity Inc. (HQY) Went Down On Thursday? (InsiderMonkey) -17.07%
04:47PM	These Stocks Moved the Most Today: Nvidia, Tesla, Boeing, Autodesk, Gilead, Signet, Williams-Sonoma, and More (Barrons.com)
03:08PM	These Stocks Are Moving the Most Today: Nvidia, Tesla, Boeing, Autodesk, Gilead, Signet, Williams-Sonoma, and More (Barrons.com)
02:12PM	HealthEquity's Long-Term Growth Intact Despite Short-Term Margin Pressures, Analyst Says (Benzinga)
01:07PM	HealthEquity Shares Drop 19% as Higher Service Costs Weigh on Earnings (GuruFocus.com)
12:35PM	HQY Stock Falls as Q4 Earnings Miss Estimates, Revenues Up Y/Y (Zacks)
10:28AM	HealthEquity Stock Plummets as Firm's Profit Hurt by Cyber Threats, Fraud (Investopedia)
09:13AM	HealthEquity Dives On Fraud Costs; HQY Erases Rally On Trump HSA Expansion Hopes (Investor's Business Daily)

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
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
SELANDER ROBERT W	Director	Feb 10 '25	Option Exercise	28.68	12,500	358,500	83,969	Feb 12 12:33 PM
SELANDER ROBERT W	Director	Feb 10 '25	Sale	111.29	5,750	639,927	78,219	Feb 12 12:33 PM
ROBERT SELANDER	Director	Feb 10 '25	Proposed Sale	111.29	5,750	639,927		Feb 10 04:03 PM
Elimelech Rosner	Officer	Jan 07 '25	Proposed Sale	97.54	1,707	166,508		Jan 10 12:49 PM
Stephen Neeleman	Officer	Jan 07 '25	Proposed Sale	97.54	570	55,600		Jan 10 12:40 PM
James M. Lucania	Officer	Jan 07 '25	Proposed Sale	97.54	1,848	180,262		Jan 10 12:32 PM
Parker Stuart B.	Director	Dec 12 '24	Sale	96.72	25,000	2,417,900	19,061	Dec 13 04:57 PM
Rosner Elimelech	EVP, CHIEF TECHNOLOGY OFFICER	Dec 12 '24	Sale	97.12	2,869	278,635	57,195	Dec 13 04:54 PM
McCowan Debra Charlotte	Director	Dec 12 '24	Sale	95.56	5,000	477,800	7,779	Dec 13 04:52 PM
McCowan Debra Charlotte	Director	Dec 12 '24	Proposed Sale	95.56	5,000	477,812		Dec 12 05:25 PM
Rosner Elimelech	Officer	Dec 12 '24	Proposed Sale	97.12	2,869	278,635		Dec 12 05:12 PM
SELANDER ROBERT W	Director	Dec 09 '24	Option Exercise	25.90	20,000	518,025	73,969	Dec 11 05:05 PM
SELANDER ROBERT W	Director	Dec 09 '24	Sale	101.56	8,250	837,859	66,469	Dec 11 05:05 PM
ROBERT SELANDER	Director	Dec 09 '24	Proposed Sale	101.56	8,250	837,859		Dec 09 04:12 PM
Corvino Frank	Former Director	Nov 06 '24	Sale	96.10	1,039	99,848	3,784	Nov 08 04:29 PM
SELANDER ROBERT W	Director	Oct 09 '24	Option Exercise	25.90	20,000	518,025	62,219	Oct 11 05:53 PM
SELANDER ROBERT W	Director	Oct 09 '24	Sale	82.98	8,250	684,578	54,719	Oct 11 05:53 PM
ROBERT SELANDER	Director	Oct 09 '24	Proposed Sale	82.98	8,250	684,577		Oct 09 04:12 PM
Stephen Neeleman	Officer	Oct 03 '24	Proposed Sale	78.25	739	57,824		Oct 07 04:57 PM
James M. Lucania	Officer	Oct 03 '24	Proposed Sale	78.25	1,772	138,653		Oct 07 04:49 PM
Elimelech Rosner	Officer	Oct 03 '24	Proposed Sale	78.25	2,456	192,173		Oct 07 04:43 PM
Corvino Frank	Former Director	Oct 01 '24	Sale	80.26	1,247	100,090	4,823	Oct 03 06:55 PM
Kessler Jon	PRESIDENT AND CEO	Sep 16 '24	Sale	78.42	20,999	1,646,796	204,502	Sep 18 04:32 PM
Kessler Jon	PRESIDENT AND CEO	Sep 16 '24	Sale	78.42	8,750	686,197	101,235	Sep 18 04:32 PM
James M. Lucania	Officer	Sep 10 '24	Proposed Sale	75.89	6,925	525,534		Sep 12 04:38 PM
Rosner Elimelech	EVP, CHIEF TECHNOLOGY OFFICER	Sep 06 '24	Sale	77.02	12,296	947,090	62,520	Sep 10 03:30 PM
Rosner Elimelech	Officer	Sep 06 '24	Proposed Sale	77.02	12,296	947,089		Sep 06 04:51 PM
Parker Stuart B.	Director	Sep 06 '24	Proposed Sale	79.49	25,000	1,987,250		Sep 06 10:05 AM

SGI

Somnigroup International Inc

HQY

Healthequity Inc

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