Index
RUT
P/E
34.19
EPS (ttm)
2.46
Insider Own
2.39%
Shs Outstand
85.01M
Perf Week
0.98%
Market Cap
7.11B
Forward P/E
15.77
EPS next Y
5.34
Insider Trans
-0.97%
Shs Float
82.46M
Perf Month
7.26%
Enterprise Value
7.80B
PEG
1.00
EPS next Q
1.11
Inst Own
106.33%
Perf Quarter
-13.88%
Income
215.20M
P/S
5.42
EPS this Y
15.64%
Inst Trans
-0.07%
Perf Half Y
-4.86%
Sales
1.31B
P/B
3.40
EPS next Y
15.46%
ROA
6.17%
Perf YTD
-8.09%
Book/sh
24.79
P/C
22.30
EPS next 5Y
15.73%
ROE
10.19%
52W High
116.65 -27.82%
Perf Year
1.29%
Cash/sh
3.78
P/FCF
15.63
EPS past 3/5Y
- 83.98%
ROIC
6.94%
52W Low
72.76 15.72%
Perf 3Y
47.75%
Dividend Est.
-
EV/EBITDA
16.17
Sales past 3/5Y
15.08% 12.36%
Gross Margin
61.30%
Volatility
3.83% 3.31%
Perf 5Y
21.45%
Dividend TTM
-
EV/Sales
5.94
EPS Y/Y TTM
124.24%
Oper. Margin
24.93%
ATR (14)
2.93
Perf 10Y
232.41%
Dividend Ex-Date
-
Quick Ratio
3.27
Sales Y/Y TTM
9.47%
Profit Margin
16.38%
RSI (14)
58.04
Dividend Gr. 3/5Y
- -
Current Ratio
3.27
EPS Q/Q
94.93%
SMA20
3.27%
Beta
0.22
Payout
0.00%
Debt/Eq
0.48
Sales Q/Q
7.30%
SMA50
5.28%
Rel Volume
1.08
Prev Close
81.95
Employees
2814
LT Debt/Eq
0.47
SMA200
-7.35%
Avg Volume
1.04M
Price
84.20
IPO
Jul 31, 2014
Option/Short
Yes / Yes
Trades
Volume
1,122,217
Change
2.75%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-09-26 Upgrade
BMO Capital Markets
Market Perform → Outperform
$105
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
$68
Show Previous Ratings
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(Associated Press Finance)
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Jul-15-25 01:26PM
(Investor's Business Daily)
12:45PM
HealthEquity, Inc. engages in the provision of technology-enabled services for healthcare and spending decisions. The company was founded by Stephen D. Neeleman on September 18, 2002 and is headquartered in Draper, UT.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Stephen Neeleman Officer Apr 06 '26 Proposed Sale 83.84 2,559 214,537 Apr 08 05:31 PM Delano Ladd Officer Apr 06 '26 Proposed Sale 83.84 2,481 207,998 Apr 08 05:25 PM Michael Henry Fiore Officer Apr 06 '26 Proposed Sale 83.84 3,378 283,199 Apr 08 05:20 PM Elimelech Rosner Officer Apr 06 '26 Proposed Sale 83.84 4,768 399,731 Apr 08 05:15 PM James M. Lucania Officer Apr 06 '26 Proposed Sale 83.84 4,393 368,293 Apr 08 05:10 PM Scott Cutler Officer Apr 06 '26 Proposed Sale 83.84 4,931 413,397 Apr 08 05:05 PM Delano Ladd Officer Mar 31 '26 Proposed Sale 82.53 7,726 637,599 Apr 02 06:09 PM Stephen Neeleman Officer Mar 31 '26 Proposed Sale 82.53 9,292 766,836 Apr 02 05:13 PM Elimelech Rosner Officer Mar 31 '26 Proposed Sale 82.53 18,010 1,486,301 Apr 02 05:09 PM 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