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Last Close
Sep 12  •  04:00PM ET
92.49
Dollar change
+0.15
Percentage change
0.16
%
IndexRUT P/E55.99 EPS (ttm)1.65 Insider Own2.17% Shs Outstand86.42M Perf Week1.10%
Market Cap7.97B Forward P/E20.55 EPS next Y4.50 Insider Trans-14.73% Shs Float84.28M Perf Month3.61%
Enterprise Value8.72B PEG2.98 EPS next Q0.91 Inst Own106.71% Short Float5.95% Perf Quarter-11.06%
Income145.84M P/S6.28 EPS this Y24.56% Inst Trans-1.86% Short Ratio4.79 Perf Half Y-1.57%
Sales1.27B P/B3.72 EPS next Y15.80% ROA4.21% Short Interest5.01M Perf YTD-3.61%
Book/sh24.84 P/C26.17 EPS next 5Y18.77% ROE6.78% 52W High116.65 -20.71% Perf Year23.83%
Cash/sh3.53 P/FCF21.81 EPS past 3/5Y- 13.44% ROIC4.57% 52W Low74.07 24.87% Perf 3Y44.34%
Dividend Est.- EV/EBITDA19.04 Sales past 3/5Y16.61% 17.66% Gross Margin59.96% Volatility1.79% 3.07% Perf 5Y58.18%
Dividend TTM- EV/Sales6.87 EPS Y/Y TTM37.72% Oper. Margin23.71% ATR (14)2.81 Perf 10Y215.56%
Dividend Ex-Date- Quick Ratio4.23 Sales Y/Y TTM15.45% Profit Margin11.49% RSI (14)50.76 Recom1.27
Dividend Gr. 3/5Y- - Current Ratio4.23 EPS Q/Q68.79% SMA201.77% Beta0.47 Target Price122.36
Payout0.00% Debt/Eq0.49 Sales Q/Q8.64% SMA50-1.31% Rel Volume0.59 Prev Close92.34
Employees3120 LT Debt/Eq0.49 EarningsSep 02 AMC SMA200-5.00% Avg Volume1.05M Price92.49
IPOJul 31, 2014 Option/ShortYes / Yes EPS/Sales Surpr.18.14% 1.58% Trades Volume616,017 Change0.16%
Date Action Analyst Rating Change Price Target Change
May-22-25Resumed RBC Capital Mkts Outperform $105 → $112
Mar-25-25Upgrade Raymond James Outperform → Strong Buy $120 → $115
Dec-04-24Initiated Mizuho Outperform $126
Nov-15-24Initiated Goldman Neutral $108
Apr-04-24Initiated JMP Securities Mkt Outperform $101
Apr-02-24Reiterated JP Morgan Overweight $86 → $108
Jan-03-24Initiated Barclays Overweight $84
Sep-21-23Upgrade Robert W. Baird Neutral → Outperform $79 → $87
Oct-21-22Upgrade Goldman Sell → Neutral $64 → $77
Sep-16-22Initiated KeyBanc Capital Markets Overweight $85
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HealthEquity, Inc. engages in the provision of technology-enabled services for healthcare and spending decisions. The company was founded by Stephen D. Neeleman on September 18, 2002 and is headquartered in Draper, UT.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Dilsaver Evelyn SDirectorSep 05 '25Option Exercise21.2715,000319,05051,669Sep 09 03:37 PM
Dilsaver Evelyn SDirectorSep 05 '25Sale93.303,461322,91648,208Sep 09 03:37 PM
EVELYN DILSAVERDirectorSep 05 '25Proposed Sale93.303,461322,916Sep 05 04:08 PM
Delano LaddOfficerJul 03 '25Proposed Sale100.8797097,846Jul 08 04:19 PM
James M. LucaniaOfficerJul 03 '25Proposed Sale100.872,375239,571Jul 08 04:16 PM
Stephen NeelemanOfficerJul 03 '25Proposed Sale100.871,049105,815Jul 08 04:12 PM
Elimelech RosnerOfficerJul 03 '25Proposed Sale100.872,982300,801Jul 08 04:07 PM
Michael Henry FioreOfficerJul 03 '25Proposed Sale100.871,636165,027Jul 08 04:05 PM
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICERJul 07 '25Sale101.731,794182,49953,225Jul 08 04:04 PM
MICHAEL FIOREOfficerJul 07 '25Proposed Sale102.161,794183,275Jul 07 04:26 PM
Kessler JonFormer DirectorJun 06 '25Option Exercise62.9879,6815,017,970387,693Jun 10 05:10 PM
Kessler JonFormer DirectorJun 06 '25Option Exercise53.8971,5323,855,212172,767Jun 10 05:10 PM
Kessler JonFormer DirectorJun 06 '25Sale112.08134,18315,038,655253,510Jun 10 05:10 PM
Kessler JonFormer DirectorJun 06 '25Sale112.0597,76710,954,32275,000Jun 10 05:10 PM
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICERJun 06 '25Sale112.5658,0006,528,43475,689Jun 10 04:01 PM
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICERJun 09 '25Sale111.3713,0001,447,86662,689Jun 10 04:01 PM
ELIMELECH ROSNEROfficerJun 09 '25Proposed Sale111.3713,0001,447,865Jun 09 05:35 PM
Jon KesslerOfficerJun 06 '25Proposed Sale112.7080,7379,099,060Jun 06 04:53 PM
GKF LLCDirectorJun 06 '25Proposed Sale111.9871,5328,010,375Jun 06 04:48 PM
JON KESSLERDirectorJun 06 '25Proposed Sale111.9579,6818,920,503Jun 06 04:33 PM
ELIMELECH ROSNEROfficerJun 06 '25Proposed Sale112.5658,0006,528,433Jun 06 04:07 PM
SELANDER ROBERT WDirectorApr 09 '25Option Exercise28.6812,500358,50090,719Apr 11 12:53 PM
SELANDER ROBERT WDirectorApr 09 '25Sale77.655,750446,51384,969Apr 11 12:53 PM
Stephen NeelemanOfficerApr 08 '25Proposed Sale79.889,019720,433Apr 10 05:09 PM
Delano LaddOfficerApr 08 '25Proposed Sale79.886,991558,437Apr 10 05:02 PM
Jon Kessler DirectorApr 08 '25Proposed Sale79.88101,5458,111,359Apr 10 04:55 PM
Elimelech RosnerOfficerApr 08 '25Proposed Sale79.8852,0784,159,962Apr 10 04:50 PM
ROBERT SELANDERDirectorApr 09 '25Proposed Sale77.655,750446,512Apr 09 04:04 PM
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICERApr 04 '25Sale78.268,881695,04656,655Apr 08 01:17 PM
Stephen NeelemanOfficerApr 03 '25Proposed Sale83.881,316110,380Apr 04 06:29 PM
Michael Henry FioreOfficerApr 03 '25Proposed Sale83.874,839405,866Apr 04 06:06 PM
Elimelech RosnerOfficerApr 03 '25Proposed Sale83.883,800318,727Apr 04 05:32 PM
James M. LucaniaOfficerApr 03 '25Proposed Sale83.884,212353,294Apr 04 05:24 PM
Delano LaddOfficerApr 03 '25Proposed Sale83.881,352113,402Apr 04 05:16 PM
MICHAEL FIOREOfficerApr 04 '25Proposed Sale82.978,881736,857Apr 04 04:28 PM
SELANDER ROBERT WDirectorFeb 10 '25Option Exercise28.6812,500358,50083,969Feb 12 12:33 PM
SELANDER ROBERT WDirectorFeb 10 '25Sale111.295,750639,92778,219Feb 12 12:33 PM
ROBERT SELANDERDirectorFeb 10 '25Proposed Sale111.295,750639,927Feb 10 04:03 PM
Elimelech RosnerOfficerJan 07 '25Proposed Sale97.541,707166,508Jan 10 12:49 PM
Stephen NeelemanOfficerJan 07 '25Proposed Sale97.5457055,600Jan 10 12:40 PM
James M. LucaniaOfficerJan 07 '25Proposed Sale97.541,848180,262Jan 10 12:32 PM
Parker Stuart B.DirectorDec 12 '24Sale96.7225,0002,417,90019,061Dec 13 04:57 PM
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICERDec 12 '24Sale97.122,869278,63557,195Dec 13 04:54 PM
McCowan Debra CharlotteDirectorDec 12 '24Sale95.565,000477,8007,779Dec 13 04:52 PM
McCowan Debra CharlotteDirectorDec 12 '24Proposed Sale95.565,000477,812Dec 12 05:25 PM
Rosner ElimelechOfficerDec 12 '24Proposed Sale97.122,869278,635Dec 12 05:12 PM
SELANDER ROBERT WDirectorDec 09 '24Option Exercise25.9020,000518,02573,969Dec 11 05:05 PM
SELANDER ROBERT WDirectorDec 09 '24Sale101.568,250837,85966,469Dec 11 05:05 PM
ROBERT SELANDERDirectorDec 09 '24Proposed Sale101.568,250837,859Dec 09 04:12 PM
Corvino FrankFormer DirectorNov 06 '24Sale96.101,03999,8483,784Nov 08 04:29 PM
SELANDER ROBERT WDirectorOct 09 '24Option Exercise25.9020,000518,02562,219Oct 11 05:53 PM
SELANDER ROBERT WDirectorOct 09 '24Sale82.988,250684,57854,719Oct 11 05:53 PM
ROBERT SELANDERDirectorOct 09 '24Proposed Sale82.988,250684,577Oct 09 04:12 PM
Stephen NeelemanOfficerOct 03 '24Proposed Sale78.2573957,824Oct 07 04:57 PM
James M. LucaniaOfficerOct 03 '24Proposed Sale78.251,772138,653Oct 07 04:49 PM
Elimelech RosnerOfficerOct 03 '24Proposed Sale78.252,456192,173Oct 07 04:43 PM
Corvino FrankFormer DirectorOct 01 '24Sale80.261,247100,0904,823Oct 03 06:55 PM
Kessler JonPRESIDENT AND CEOSep 16 '24Sale78.4220,9991,646,796204,502Sep 18 04:32 PM
Kessler JonPRESIDENT AND CEOSep 16 '24Sale78.428,750686,197101,235Sep 18 04:32 PM