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HealthEquity, Inc.
Index- P/E- EPS (ttm)-0.07 Insider Own0.60% Shs Outstand83.55M Perf Week2.62%
Market Cap4.20B Forward P/E35.08 EPS next Y1.46 Insider Trans1.77% Shs Float82.14M Perf Month16.57%
Income-6.10M PEG- EPS next Q0.21 Inst Own98.50% Short Float4.64% Perf Quarter-22.30%
Sales741.40M P/S5.67 EPS this Y-79.90% Inst Trans0.06% Short Ratio4.36 Perf Half Y-30.68%
Book/sh22.40 P/B2.29 EPS next Y9.84% ROA-0.20% Target Price62.10 Perf Year-38.62%
Cash/sh7.92 P/C6.48 EPS next 5Y5.05% ROE-0.40% 52W Range36.81 - 92.00 Perf YTD15.91%
Dividend- P/FCF29.55 EPS past 5Y-16.20% ROI1.60% 52W High-44.26% Beta1.09
Dividend %- Quick Ratio7.10 Sales past 5Y42.10% Gross Margin56.60% 52W Low39.33% ATR2.16
Employees2931 Current Ratio7.10 Sales Q/Q0.30% Oper. Margin-1.10% RSI (14)58.37 Volatility5.19% 4.59%
OptionableYes Debt/Eq0.50 EPS Q/Q-362.40% Profit Margin-0.80% Rel Volume0.99 Prev Close51.82
ShortableYes LT Debt/Eq0.49 EarningsDec 06 AMC Payout- Avg Volume874.74K Price51.28
Recom1.80 SMA205.44% SMA503.15% SMA200-22.55% Volume867,657 Change-1.04%
Dec-07-21Downgrade Raymond James Strong Buy → Outperform $90 → $70
Dec-02-21Initiated Jefferies Buy $68
Sep-09-21Upgrade SVB Leerink Mkt Perform → Outperform $80
Jul-02-21Initiated Stephens Overweight $100
Apr-29-21Resumed JP Morgan Overweight $82
Jan-07-21Initiated BTIG Research Neutral
Dec-08-20Reiterated Barrington Research Outperform $70 → $75
Dec-02-20Downgrade KeyBanc Capital Markets Overweight → Sector Weight
Nov-23-20Downgrade Guggenheim Buy → Neutral
Oct-23-20Initiated RBC Capital Mkts Outperform $67
Apr-14-20Initiated Guggenheim Buy $56
Apr-13-20Initiated SVB Leerink Mkt Perform
Mar-17-20Reiterated Barrington Research Outperform $86 → $65
Oct-07-19Initiated Goldman Neutral $56
Sep-09-19Upgrade Raymond James Outperform → Strong Buy $90 → $80
Jul-19-19Upgrade BofA/Merrill Neutral → Buy
Jun-05-19Reiterated BofA/Merrill Neutral $83 → $75
Mar-01-19Reiterated BofA/Merrill Neutral $67 → $82
Feb-07-19Upgrade SunTrust Hold → Buy $81
Feb-07-19Reiterated Chardan Capital Markets Buy $82 → $78
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HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. HealthEquity, Inc. was incorporated in 2002 and is headquartered in Draper, Utah.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Dilsaver Evelyn SDirectorDec 15Buy39.795,018199,66624,508Dec 16 07:13 PM
DILLON ADRIAN TDirectorDec 14Buy40.4712,375500,81144,083Dec 15 06:26 PM
Hill Angelique ChristineExec VP, OperationsDec 10Option Exercise18.9310,100191,19330,004Dec 13 06:30 PM
Hill Angelique ChristineExec VP, OperationsDec 10Sale41.106,297258,77723,707Dec 13 06:30 PM
Parker Stuart B.DirectorDec 09Buy42.8225,0001,070,50030,531Dec 09 08:16 PM
Kessler JonPresident and CEODec 08Option Exercise14.00100,0001,400,000100,000Dec 10 08:31 AM
Otten William RobertFormer Executive VP of SalesNov 01Sale66.421,850122,87730,566Nov 03 11:57 AM
McCowan Debra CharlotteDirectorOct 05Sale65.998,132536,6385,447Oct 06 05:16 PM
Otten William RobertFormer Executive VP of SalesOct 01Sale65.191,850120,59232,416Oct 04 03:25 PM
MOTT DARCY GSpecial AdvisorSep 20Option Exercise14.0010,000140,00097,052Sep 21 02:06 PM
MOTT DARCY GSpecial AdvisorSep 20Sale62.066,000372,34491,052Sep 21 02:06 PM
Otten William RobertFormer Executive VP of SalesSep 01Sale65.001,850120,25034,266Sep 03 11:03 AM
MOTT DARCY GSpecial AdvisorAug 20Option Exercise14.0010,000140,00093,052Aug 24 01:57 PM
MOTT DARCY GSpecial AdvisorAug 20Sale62.736,000376,38087,052Aug 24 01:57 PM
Otten William RobertExecutive VP of SalesAug 02Sale74.471,850137,76936,116Aug 03 03:45 PM
Bloomberg EdwardChief Operating OfficerJul 26Sale75.001,00075,00039,195Jul 27 08:39 AM
MOTT DARCY GSpecial AdvisorJul 20Option Exercise14.0010,000140,00089,052Jul 22 07:50 AM
MOTT DARCY GSpecial AdvisorJul 20Sale73.686,000442,05183,052Jul 22 07:50 AM
Sacks IanDirectorJul 15Sale76.4910,000764,904146,046Jul 19 12:10 PM
Corvino FrankDirectorJun 23Option Exercise14.004,76266,6687,028Jun 25 02:32 PM
Corvino FrankDirectorJun 23Sale83.108,935742,5052,266Jun 25 02:32 PM
MOTT DARCY GSpecial AdvisorJun 21Option Exercise14.0010,000140,00085,052Jun 22 06:06 PM
MOTT DARCY GSpecial AdvisorJun 21Sale77.186,000463,09479,052Jun 22 06:06 PM
MOTT DARCY GSpecial AdvisorMay 20Option Exercise14.0010,000140,00081,052May 21 06:18 PM
MOTT DARCY GSpecial AdvisorMay 20Sale77.256,000463,52775,052May 21 06:18 PM
MOTT DARCY GSpecial AdvisorApr 20Option Exercise14.0010,000140,00077,052Apr 21 06:01 PM
MOTT DARCY GSpecial AdvisorApr 20Sale70.316,000421,84471,052Apr 21 06:01 PM
MOTT DARCY GExecutive VP and CFOMar 22Option Exercise14.0010,000140,00073,884Mar 23 05:49 PM
MOTT DARCY GExecutive VP and CFOMar 22Sale71.626,000429,74267,884Mar 23 05:49 PM
MOTT DARCY GExecutive VP and CFOFeb 22Option Exercise14.0010,000140,00069,884Feb 24 11:59 AM
MOTT DARCY GExecutive VP and CFOFeb 22Sale78.386,000470,28363,884Feb 24 11:59 AM