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HealthEquity, Inc.
Index- P/E1417.54 EPS (ttm)0.06 Insider Own1.00% Shs Outstand81.75M Perf Week4.94%
Market Cap6.82B Forward P/E47.06 EPS next Y1.72 Insider Trans-22.48% Shs Float81.55M Perf Month3.48%
Income4.40M PEG97.54 EPS next Q0.36 Inst Own98.34% Short Float5.28% Perf Quarter13.95%
Sales727.80M P/S9.37 EPS this Y-79.90% Inst Trans4.04% Short Ratio7.99 Perf Half Y23.34%
Book/sh22.61 P/B3.57 EPS next Y16.01% ROA0.20% Target Price88.11 Perf Year33.62%
Cash/sh8.73 P/C9.26 EPS next 5Y14.53% ROE0.30% 52W Range45.82 - 93.32 Perf YTD15.91%
Dividend- P/FCF36.01 EPS past 5Y-16.20% ROI1.60% 52W High-13.42% Beta1.38
Dividend %- Quick Ratio4.50 Sales past 5Y42.10% Gross Margin56.40% 52W Low76.34% ATR2.68
Employees2931 Current Ratio4.50 Sales Q/Q-3.10% Oper. Margin2.20% RSI (14)57.58 Volatility3.63% 3.33%
OptionableYes Debt/Eq0.53 EPS Q/Q-226.60% Profit Margin0.60% Rel Volume0.78 Prev Close77.37
ShortableYes LT Debt/Eq0.49 EarningsJun 07 AMC Payout0.00% Avg Volume538.74K Price80.80
Recom2.20 SMA201.20% SMA506.19% SMA20015.73% Volume419,248 Change4.43%
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
Dec-06-18Downgrade SunTrust Buy → Hold
Sep-06-18Downgrade BofA/Merrill Buy → Neutral
May-23-18Initiated BofA/Merrill Buy $83
Apr-24-18Resumed JP Morgan Overweight $69
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HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. HealthEquity, Inc. was incorporated in 2002 and is headquartered in Draper, Utah.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
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
Ladd DelanoEVP, Counsel & SecretaryJan 25Option Exercise28.2455,0001,553,26985,211Jan 26 05:23 PM
Ladd DelanoEVP, Counsel & SecretaryJan 25Sale85.3055,0004,691,77330,211Jan 26 05:23 PM
Kessler JonPresident and CEOJan 25Sale85.23150,00012,784,878255,715Jan 27 04:44 PM
Corvino FrankDirectorJan 08Option Exercise14.004,13057,8208,303Jan 11 12:42 PM
Corvino FrankDirectorJan 08Sale75.797,403561,0794,173Jan 11 12:42 PM
Trittschuh Larry LEVP Chief Security OfficerJan 06Sale73.001,863135,99914,846Jan 07 12:12 PM
Trittschuh Larry LEVP Chief Security OfficerDec 22Option Exercise59.636,420382,82523,129Dec 28 12:19 PM
Trittschuh Larry LEVP Chief Security OfficerDec 22Sale70.006,420449,40016,709Dec 28 12:19 PM
Otten William RobertExecutive VP of SalesDec 10Sale65.001,925125,12534,309Dec 11 05:35 PM
Medici FrankDirectorNov 18Option Exercise23.3330,000699,90046,286Nov 20 05:38 PM
Medici FrankDirectorNov 18Sale69.9810,148710,18236,138Nov 20 05:38 PM
Dreier AshleyFormer Exec, VP, CTO and CIOSep 02Option Exercise24.3616,250395,85058,694Sep 03 04:44 PM
Dreier AshleyFormer Exec, VP, CTO and CIOSep 02Sale60.0016,250975,00042,444Sep 03 04:44 PM