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HQY

Healthequity Inc

Jun 14 • 04:00PM ET

82.48

Dollar change -0.73
Percentage change -0.88	%

Healthcare • Health Information Services • USA • NASD

Stock Detail • Compare Perf. • Financials • Options Chain • Save to Portfolio • Create Alert

Held by: IJH VTI VB IWM VXF VBK IWO MDY SCHA SPMD

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Index	RUT	P/E	89.78	EPS (ttm)	0.92	Insider Own	2.23%	Shs Outstand	86.13M	Perf Week	-3.25%
Market Cap	7.18B	Forward P/E	22.33	EPS next Y	3.69	Insider Trans	-7.35%	Shs Float	85.07M	Perf Month	8.74%
Income	80.43M	PEG	3.60	EPS next Q	0.70	Inst Own	100.06%	Short Float	3.58%	Perf Quarter	1.28%
Sales	1.04B	P/S	6.88	EPS this Y	33.54%	Inst Trans	1.36%	Short Ratio	4.87	Perf Half Y	21.81%
Book/sh	24.11	P/B	3.42	EPS next Y	22.95%	ROA	2.56%	Short Interest	3.04M	Perf Year	29.60%
Cash/sh	2.89	P/C	28.57	EPS next 5Y	24.97%	ROE	4.01%	52W Range	59.02 - 87.72	Perf YTD	24.40%
Dividend Est.	-	P/FCF	26.15	EPS past 5Y	-11.29%	ROI	2.62%	52W High	-5.97%	Beta	0.57
Dividend TTM	-	Quick Ratio	4.39	Sales past 5Y	31.23%	Gross Margin	54.15%	52W Low	39.75%	ATR (14)	2.39
Dividend Ex-Date	-	Current Ratio	4.39	EPS Y/Y TTM	1035.74%	Oper. Margin	13.93%	RSI (14)	52.50	Volatility	3.41% 2.80%
Employees	3150	Debt/Eq	0.47	Sales Y/Y TTM	15.80%	Profit Margin	7.71%	Recom	1.21	Target Price	104.21
Option/Short	Yes / Yes	LT Debt/Eq	0.46	EPS Q/Q	585.29%	Payout	0.00%	Rel Volume	0.61	Prev Close	83.21
Sales Surprise	3.49%	EPS Surprise	21.88%	Sales Q/Q	17.66%	Earnings	Jun 03 AMC	Avg Volume	625.11K	Price	82.48
SMA20	1.09%	SMA50	2.85%	SMA200	9.94%	Trades		Volume	380,418	Change	-0.88%

Date	Action	Analyst	Rating Change	Price Target Change
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
Dec-08-20	Reiterated	Barrington Research	Outperform	$70 → $75
Dec-02-20	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Nov-23-20	Downgrade	Guggenheim	Buy → Neutral
Oct-23-20	Initiated	RBC Capital Mkts	Outperform	$67

Show Previous Ratings

Jun-13-24 11:32AM	HealthEquity (HQY) Gains 25.3% YTD: What's Driving the Rally? (Zacks)
Jun-12-24 05:46AM	Wasatch Small Cap Growth Strategy's Investment in HealthEquity (HQY) Paid Off in Q1 (Insider Monkey)
Jun-04-24 01:31PM	Q1 2025 Healthequity Inc Earnings Call (Thomson Reuters StreetEvents)
12:35PM	HealthEquity (HQY) Q1 Earnings Surpass Estimates, Margins Up (Zacks)
12:27PM	Designer Brands, SiteOne fall; HealthEquity, Donaldson rise, Tuesday, 6/4/2024 (Associated Press Finance)
09:36AM	Loading…
09:36AM	HealthEquity Breaks Out On Earnings Beat, Fed Tailwinds (Investor's Business Daily)
08:02AM	HealthEquity, Inc. (NASDAQ:HQY) Q1 2025 Earnings Call Transcript (Insider Monkey)
Jun-03-24 08:52PM	HQY Stock Earnings: HealthEquity Beats EPS, Beats Revenue for Q1 2025 (InvestorPlace)
05:30PM	HealthEquity (HQY) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
05:15PM	HealthEquity (HQY) Tops 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, 2024 Financial Results (GlobeNewswire)
May-30-24 11:09AM	Strength in HSA Likely to Aid HealthEquity's (HQY) Q1 Earnings (Zacks)
May-29-24 09:15AM	Stay Ahead of the Game With HealthEquity (HQY) Q1 Earnings: Wall Street's Insights on Key Metrics (Zacks)
May-22-24 11:19AM	Reasons to Add HealthEquity (HQY) Stock to Your Portfolio (Zacks)
01:25PM	Loading…
May-16-24 01:25PM	HealthEquity (HQY) Closes Conduent's BenefitWallet Acquisition (Zacks)
May-14-24 09:10AM	Sector Update: Health Care Stocks Steady Premarket Tuesday (MT Newswires)
08:05AM	HealthEquity Completes Acquisition of Conduent's BenefitWallet (MT Newswires)
07:41AM	Conduent Completes Transfer of BenefitWallet HSA Portfolio to HealthEquity (Business Wire)
07:30AM	HealthEquity Closes Acquisition of BenefitWallet HSA Portfolio (GlobeNewswire)
May-07-24 09:00AM	HealthEquity Sets Date to Announce First Quarter Results (GlobeNewswire)
May-02-24 12:26PM	20 Fastest Growing Fintech Companies In 2024 (Insider Monkey)
09:20AM	Team Member Feedback Earns HealthEquity Workplace Culture Recognition (GlobeNewswire)
Apr-24-24 09:45AM	Here's Why HealthEquity (HQY) is a Strong Growth Stock (Zacks)
Apr-23-24 01:42PM	Reasons Why You Should Retain HealthEquity (HQY) Stock for Now (Zacks)
Apr-09-24 08:18AM	TipRanks Perfect 10 List: Analysts Throw Weight Behind These 2 Top-Scoring Stocks (TipRanks)
Apr-04-24 09:05AM	Benefits Leaders Believe in Power of AI, Considering Data Privacy and Accuracy (GlobeNewswire)
Apr-03-24 09:45AM	Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term (Zacks)
Mar-28-24 07:00PM	Director Evelyn Dilsaver Sells 32,500 Shares of HealthEquity Inc (HQY) (GuruFocus.com)
08:13AM	Insiders Are Dumping These 10 Healthcare Stocks (Insider Monkey)
12:36PM	Loading…
Mar-20-24 12:36PM	Q4 2024 Healthequity Inc Earnings Call (Thomson Reuters StreetEvents)
11:34AM	HealthEquity (HQY) Q4 Earnings Surpass Estimates, Margins Up (Zacks)
11:12AM	HealthEquity, Inc. (NASDAQ:HQY) Q4 2024 Earnings Call Transcript (Insider Monkey)
Mar-19-24 08:53PM	HQY Stock Earnings: HealthEquity Beats EPS, Beats Revenue for Q4 2024 (InvestorPlace)
06:00PM	Compared to Estimates, HealthEquity (HQY) Q4 Earnings: A Look at Key Metrics (Zacks)
05:31PM	HealthEquity Inc (HQY) Reports Strong Fiscal Year 2024 Earnings with Revenue Up 16% (GuruFocus.com)
05:15PM	HealthEquity (HQY) Beats Q4 Earnings and Revenue Estimates (Zacks)
04:22PM	HealthEquity: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:01PM	HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2024 Financial Results (GlobeNewswire)
10:15AM	Here's Why You Should Retain HealthEquity (HQY) Stock Now (Zacks)
Mar-18-24 09:50AM	Here's Why HealthEquity (HQY) is a Strong Momentum Stock (Zacks)
Mar-17-24 10:15AM	What To Expect in the Markets This Week (Investopedia)
Mar-15-24 05:44AM	Should You Be Confident in HealthEquity (HQY)? (Insider Monkey)
Mar-14-24 09:15AM	What Analyst Projections for Key Metrics Reveal About HealthEquity (HQY) Q4 Earnings (Zacks)
08:36AM	Should You Buy HealthEquity (HQY) Ahead of Earnings? (Zacks)
Mar-12-24 10:00AM	HealthEquity (HQY) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Mar-05-24 04:01PM	HealthEquity Sets Date to Announce Fiscal Year End Results (GlobeNewswire)
03:00PM	Insider Sell: EVP, GC & Corporate Secretary Delano Ladd Sells Shares of HealthEquity Inc (HQY) (GuruFocus.com)
Mar-01-24 09:50AM	Why HealthEquity (HQY) is a Top Momentum Stock for the Long-Term (Zacks)
Feb-27-24 12:10PM	Why HealthEquity (HQY) is Poised to Beat Earnings Estimates Again (Zacks)
Feb-21-24 04:01PM	HealthEquity Reports Year-End Sales Metrics (GlobeNewswire)
Feb-12-24 10:30AM	Here's Why You Should Add HealthEquity (HQY) to Your Portfolio (Zacks)
Feb-10-24 03:03AM	Insider Sell: EVP, GC & Corporate Secretary Delano Ladd Sells 2,499 Shares of HealthEquity ... (GuruFocus.com)
Jan-26-24 09:15AM	HealthEquity, Inc. (HQY) Hit a 52 Week High, Can the Run Continue? (Zacks)
Jan-24-24 09:45AM	HealthEquity (HQY) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
Jan-12-24 03:02PM	Insider Sell: EVP, GC & Corporate Secretary Delano Ladd Sells Shares of HealthEquity Inc (HQY) (GuruFocus.com)
01:00PM	HealthEquity Recognized by Glassdoor as a Top U.S. Workplace for 2024 (GlobeNewswire)
Jan-08-24 12:00PM	HealthEquity (HQY) Upgraded to Buy: Here's What You Should Know (Zacks) +5.86%
09:00AM	HealthEquity Announces Year-End HSA Sales Outlook; Presentation at J.P. Morgan Healthcare Conference; Investor Day (GlobeNewswire)
Jan-04-24 11:30AM	Why Is HealthEquity (HQY) Down 2.4% Since Last Earnings Report? (Zacks)
Jan-03-24 09:45AM	Here's Why HealthEquity (HQY) is a Strong Growth Stock (Zacks)
Dec-28-23 09:55AM	Does HealthEquity (HQY) Have the Potential to Rally 31.37% as Wall Street Analysts Expect? (Zacks)
Dec-22-23 11:01AM	Former Director Ian Sacks Sells 45,000 Shares of HealthEquity Inc (HQY) (GuruFocus.com)
Dec-21-23 10:23PM	HealthEquity (HQY) Performed Strongly in Q3 (Insider Monkey)
Dec-20-23 10:08AM	3 Reasons to Add HealthEquity (HQY) Stock to Your Portfolio (Zacks)
Dec-15-23 05:06AM	Insider Sell Alert: EVP, Chief Technology Officer Elimelech Rosner Sells Shares of HealthEquity ... (GuruFocus.com)
Dec-12-23 04:00PM	HealthEquity Forum to Unveil 2024's Top Employee Benefits Trends: AI, Cost Management, and More (GlobeNewswire)
Dec-08-23 08:55AM	HealthEquity, Inc. (NASDAQ:HQY) Q3 2024 Earnings Call Transcript (Insider Monkey)
Dec-07-23 05:51AM	HealthEquity (HQY) Surged in Q3 on Guidance (Insider Monkey)
Dec-06-23 09:24AM	HealthEquity (HQY) Q3 Earnings Surpass Estimates, Margins Up (Zacks)
05:50AM	HealthEquity (HQY) Benefitted from Increased Demand (Insider Monkey)
Dec-05-23 05:30PM	HealthEquity (HQY) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
05:21PM	HealthEquity Inc (HQY) Reports Robust Revenue Growth and Profitability in Q3 FY24 (GuruFocus.com)
05:10PM	HealthEquity (HQY) Beats Q3 Earnings and Revenue Estimates (Zacks)
04:10PM	HealthEquity: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:01PM	HealthEquity Reports Third Quarter Ended October 31, 2023 Financial Results (GlobeNewswire)
Dec-04-23 09:35AM	HealthEquity (HQY) Just Overtook the 20-Day Moving Average (Zacks)
Nov-30-23 10:56AM	Curious about HealthEquity (HQY) Q3 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Nov-23-23 09:45AM	Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term (Zacks)
Nov-15-23 09:40AM	Are Medical Stocks Lagging HealthEquity (HQY) This Year? (Zacks)
Nov-10-23 09:52PM	3 Strong Buy Stocks Set to Take Off in the Coming Months (InvestorPlace)
Nov-08-23 04:01PM	HealthEquity Sets Date to Announce Third Quarter Results (GlobeNewswire)
Nov-07-23 10:30AM	HealthEquity Named Top Workplace in Rankings Nationwide (GlobeNewswire)
Nov-06-23 12:10PM	Why HealthEquity (HQY) Could Beat Earnings Estimates Again (Zacks)
Nov-03-23 09:35AM	Down -8.48% in 4 Weeks, Here's Why You Should You Buy the Dip in HealthEquity (HQY) (Zacks)
Oct-27-23 11:40AM	ELV vs. HQY: Which Stock Is the Better Value Option? (Zacks)
09:45AM	Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
08:00AM	HealthEquity Shields Investors From The Fed And The IRS With HSA Accounts (Investor's Business Daily)
Oct-26-23 10:36AM	Labcorp (LH) Q3 Earnings and Revenues Beat, Margins Fall (Zacks)
07:14AM	Align Technology (ALGN) Q3 Earnings Miss, Operating Margin Up (Zacks)
Oct-20-23 02:50PM	HealthEquity, IBD Stock Of The Day, Thrives With Fed's Higher-For-Longer Rates (Investor's Business Daily)
Oct-19-23 11:19AM	Revvity's (RVTY) New Tie-Up to Boost NGS Research Workflow (Zacks)
Oct-11-23 11:40AM	ELV vs. HQY: Which Stock Should Value Investors Buy Now? (Zacks)
Oct-05-23 11:30AM	HealthEquity (HQY) Up 4% Since Last Earnings Report: Can It Continue? (Zacks)
Oct-02-23 09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Sep-29-23 12:20PM	Here's Why You Should Retain Zimmer Biomet (ZBH) for Now (Zacks)
Sep-27-23 09:55AM	Here's Why You Should Invest in Penumbra (PEN) Stock for Now (Zacks)
09:37AM	Here's Why Investors Should Retain Omnicell (OMCL) Stock Now (Zacks)
Sep-26-23 08:48AM	Here's Why Investors Should Invest in Abbott (ABT) Stock Now (Zacks)
08:44AM	QIAGEN (QGEN) Extends QIAwave Product Line With New Kit (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
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 07 '24	Option Exercise	14.00	2,080	29,120	92,595	Jun 10 04:28 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 07 '24	Sale	85.01	2,080	176,825	90,515	Jun 10 04:28 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 06 '24	Option Exercise	14.00	7,484	104,776	97,999	Jun 10 04:28 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 06 '24	Sale	85.05	7,484	636,478	90,515	Jun 10 04:28 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 05 '24	Option Exercise	14.00	25,036	350,504	115,551	Jun 07 03:43 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 05 '24	Sale	85.06	25,036	2,129,452	90,515	Jun 07 03:43 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 04 '24	Option Exercise	14.00	400	5,600	90,915	Jun 06 11:55 AM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 04 '24	Sale	85.00	400	34,000	90,515	Jun 06 11:55 AM
Dilsaver Evelyn S	Director	Mar 26 '24	Option Exercise	14.00	32,500	455,000	64,623	Mar 28 03:30 PM
Dilsaver Evelyn S	Director	Mar 26 '24	Sale	79.29	32,500	2,576,847	32,123	Mar 28 03:30 PM
Kessler Jon	PRESIDENT AND CEO	Mar 22 '24	Option Exercise	14.00	60,000	840,000	160,000	Mar 26 10:13 AM
Kessler Jon	PRESIDENT AND CEO	Mar 22 '24	Sale	79.81	33,765	2,694,731	126,635	Mar 26 10:13 AM
Ladd Delano	EVP, GC & CORPORATE SECRETARY	Mar 01 '24	Sale	82.59	2,558	211,265	47,438	Mar 05 12:39 PM
Ladd Delano	EVP, GC & CORPORATE SECRETARY	Feb 09 '24	Sale	80.00	2,499	199,920	49,996	Feb 09 06:13 PM
Ladd Delano	EVP, GC & CORPORATE SECRETARY	Jan 08 '24	Sale	70.00	2,586	181,020	52,495	Jan 09 06:56 PM
Sacks Ian	FORMER DIRECTOR	Dec 19 '23	Option Exercise	20.22	45,000	909,900	154,630	Dec 21 05:31 PM
Sacks Ian	FORMER DIRECTOR	Dec 19 '23	Sale	63.50	45,000	2,857,720	109,630	Dec 21 05:31 PM
Rosner Elimelech	EVP, CHIEF TECHNOLOGY OFFICER	Dec 11 '23	Sale	70.09	2,017	141,364	62,898	Dec 13 05:13 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Dec 08 '23	Option Exercise	14.00	70,000	980,000	142,887	Dec 12 03:56 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Dec 08 '23	Sale	68.57	70,000	4,800,046	72,887	Dec 12 03:56 PM
Murdock Tyson D.	SPECIAL ADVISOR	Oct 13 '23	Sale	76.55	1,000	76,550	68,818	Oct 17 05:50 PM
Kessler Jon	PRESIDENT AND CEO	Sep 27 '23	Sale	75.03	46,818	3,512,543	0	Sep 29 04:39 PM
Corvino Frank	Director	Sep 22 '23	Option Exercise	14.00	3,608	50,512	12,356	Sep 26 05:08 PM
Corvino Frank	Director	Sep 22 '23	Sale	72.27	5,063	365,923	7,293	Sep 26 05:08 PM
Rosner Elimelech	EVP, CHIEF TECHNOLOGY OFFICER	Sep 22 '23	Sale	71.92	1,998	143,704	66,616	Sep 26 05:10 PM
Trittschuh Larry L	FORMER EVP CSO	Sep 21 '23	Option Exercise	59.63	6,419	382,765	52,629	Sep 25 04:45 PM
Trittschuh Larry L	FORMER EVP CSO	Sep 21 '23	Sale	72.42	6,419	464,896	46,210	Sep 25 04:45 PM
Murdock Tyson D.	SPECIAL ADVISOR	Sep 07 '23	Sale	71.35	2,844	202,919	70,389	Sep 08 06:19 PM
Kessler Jon	PRESIDENT AND CEO	Jun 27 '23	Sale	60.96	27,230	1,659,996	3,875	Jun 28 04:29 PM
Kessler Jon	PRESIDENT AND CEO	Jun 26 '23	Sale	60.12	19,588	1,177,660	6,129	Jun 28 04:29 PM

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HQY

Healthequity Inc

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