Index RUT
P/E 91.79
EPS (ttm) 1.09
Insider Own 2.80%
Shs Outstand 86.54M
Perf Week 2.49%
Market Cap 8.67B
Forward P/E 22.75
EPS next Y 4.40
Insider Trans -2.47%
Shs Float 84.20M
Perf Month 16.26%
Income 96.70M
PEG 4.70
EPS next Q 0.81
Inst Own 107.92%
Short Float 7.32%
Perf Quarter -7.85%
Sales 1.20B
P/S 7.23
EPS this Y 16.11%
Inst Trans 3.78%
Short Ratio 5.43
Perf Half Y -2.27%
Book/sh 24.44
P/B 4.09
EPS next Y 21.44%
ROA 2.85%
Short Interest 6.17M
Perf Year 26.05%
Cash/sh 3.42
P/C 29.30
EPS next 5Y 19.52%
ROE 4.66%
52W Range 65.01 - 115.59
Perf YTD 4.30%
Dividend Est. -
P/FCF 25.67
EPS past 5Y 13.44%
ROI 3.01%
52W High -13.42%
Beta 0.47
Dividend TTM -
Quick Ratio 3.06
Sales past 5Y 18.19%
Gross Margin 57.73%
52W Low 53.95%
ATR (14) 3.55
Dividend Ex-Date -
Current Ratio 3.06
EPS Y/Y TTM 71.43%
Oper. Margin 19.18%
RSI (14) 64.98
Volatility 2.57% 2.14%
Employees 3120
Debt/Eq 0.52
Sales Y/Y TTM 20.03%
Profit Margin 8.06%
Recom 1.20
Target Price 111.43
Option/Short Yes / Yes
LT Debt/Eq 0.52
EPS Q/Q -1.92%
Payout 0.00%
Rel Volume 1.57
Prev Close 98.79
Sales Surprise 1.95%
EPS Surprise -3.63%
Sales Q/Q 18.84%
Earnings Jun 03 AMC
Avg Volume 1.13M
Price 100.08
SMA20 7.54%
SMA50 12.41%
SMA200 9.04%
Trades
Volume 1,782,645
Change 1.30%
Date
Action
Analyst
Rating Change
Price Target Change
Today 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
Sep-09-21 Upgrade
SVB Leerink
Mkt Perform → Outperform
$80
Jul-02-21 Initiated
Stephens
Overweight
$100
Apr-29-21 Resumed
JP Morgan
Overweight
$82
Jan-07-21 Initiated
BTIG Research
Neutral
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HealthEquity, Inc. engages in the provision of technology-enabled services for healthcare and spending decisions. The company was founded by Stephen D. Neeleman on September 18, 2002 and is headquartered in Draper, UT.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SELANDER ROBERT W Director Apr 09 '25 Option Exercise 28.68 12,500 358,500 90,719 Apr 11 12:53 PM SELANDER ROBERT W Director Apr 09 '25 Sale 77.65 5,750 446,513 84,969 Apr 11 12:53 PM Stephen Neeleman Officer Apr 08 '25 Proposed Sale 79.88 9,019 720,433 Apr 10 05:09 PM Delano Ladd Officer Apr 08 '25 Proposed Sale 79.88 6,991 558,437 Apr 10 05:02 PM Jon Kessler Director Apr 08 '25 Proposed Sale 79.88 101,545 8,111,359 Apr 10 04:55 PM Elimelech Rosner Officer Apr 08 '25 Proposed Sale 79.88 52,078 4,159,962 Apr 10 04:50 PM ROBERT SELANDER Director Apr 09 '25 Proposed Sale 77.65 5,750 446,512 Apr 09 04:04 PM Fiore Michael Henry EVP, CHIEF COMMERCIAL OFFICER Apr 04 '25 Sale 78.26 8,881 695,046 56,655 Apr 08 01:17 PM Stephen Neeleman Officer Apr 03 '25 Proposed Sale 83.88 1,316 110,380 Apr 04 06:29 PM Michael Henry Fiore Officer Apr 03 '25 Proposed Sale 83.87 4,839 405,866 Apr 04 06:06 PM Elimelech Rosner Officer Apr 03 '25 Proposed Sale 83.88 3,800 318,727 Apr 04 05:32 PM James M. Lucania Officer Apr 03 '25 Proposed Sale 83.88 4,212 353,294 Apr 04 05:24 PM Delano Ladd Officer Apr 03 '25 Proposed Sale 83.88 1,352 113,402 Apr 04 05:16 PM MICHAEL FIORE Officer Apr 04 '25 Proposed Sale 82.97 8,881 736,857 Apr 04 04:28 PM SELANDER ROBERT W Director Feb 10 '25 Option Exercise 28.68 12,500 358,500 83,969 Feb 12 12:33 PM SELANDER ROBERT W Director Feb 10 '25 Sale 111.29 5,750 639,927 78,219 Feb 12 12:33 PM ROBERT SELANDER Director Feb 10 '25 Proposed Sale 111.29 5,750 639,927 Feb 10 04:03 PM Elimelech Rosner Officer Jan 07 '25 Proposed Sale 97.54 1,707 166,508 Jan 10 12:49 PM Stephen Neeleman Officer Jan 07 '25 Proposed Sale 97.54 570 55,600 Jan 10 12:40 PM James M. Lucania Officer Jan 07 '25 Proposed Sale 97.54 1,848 180,262 Jan 10 12:32 PM Parker Stuart B. Director Dec 12 '24 Sale 96.72 25,000 2,417,900 19,061 Dec 13 04:57 PM Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER Dec 12 '24 Sale 97.12 2,869 278,635 57,195 Dec 13 04:54 PM McCowan Debra Charlotte Director Dec 12 '24 Sale 95.56 5,000 477,800 7,779 Dec 13 04:52 PM McCowan Debra Charlotte Director Dec 12 '24 Proposed Sale 95.56 5,000 477,812 Dec 12 05:25 PM Rosner Elimelech Officer Dec 12 '24 Proposed Sale 97.12 2,869 278,635 Dec 12 05:12 PM SELANDER ROBERT W Director Dec 09 '24 Option Exercise 25.90 20,000 518,025 73,969 Dec 11 05:05 PM SELANDER ROBERT W Director Dec 09 '24 Sale 101.56 8,250 837,859 66,469 Dec 11 05:05 PM ROBERT SELANDER Director Dec 09 '24 Proposed Sale 101.56 8,250 837,859 Dec 09 04:12 PM Corvino Frank Former Director Nov 06 '24 Sale 96.10 1,039 99,848 3,784 Nov 08 04:29 PM SELANDER ROBERT W Director Oct 09 '24 Option Exercise 25.90 20,000 518,025 62,219 Oct 11 05:53 PM SELANDER ROBERT W Director Oct 09 '24 Sale 82.98 8,250 684,578 54,719 Oct 11 05:53 PM ROBERT SELANDER Director Oct 09 '24 Proposed Sale 82.98 8,250 684,577 Oct 09 04:12 PM Stephen Neeleman Officer Oct 03 '24 Proposed Sale 78.25 739 57,824 Oct 07 04:57 PM James M. Lucania Officer Oct 03 '24 Proposed Sale 78.25 1,772 138,653 Oct 07 04:49 PM Elimelech Rosner Officer Oct 03 '24 Proposed Sale 78.25 2,456 192,173 Oct 07 04:43 PM Corvino Frank Former Director Oct 01 '24 Sale 80.26 1,247 100,090 4,823 Oct 03 06:55 PM Kessler Jon PRESIDENT AND CEO Sep 16 '24 Sale 78.42 20,999 1,646,796 204,502 Sep 18 04:32 PM Kessler Jon PRESIDENT AND CEO Sep 16 '24 Sale 78.42 8,750 686,197 101,235 Sep 18 04:32 PM James M. Lucania Officer Sep 10 '24 Proposed Sale 75.89 6,925 525,534 Sep 12 04:38 PM Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER Sep 06 '24 Sale 77.02 12,296 947,090 62,520 Sep 10 03:30 PM Rosner Elimelech Officer Sep 06 '24 Proposed Sale 77.02 12,296 947,089 Sep 06 04:51 PM Parker Stuart B. Director Sep 06 '24 Proposed Sale 79.49 25,000 1,987,250 Sep 06 10:05 AM Neeleman Stephen FOUNDER AND VICE CHAIRMAN Jul 25 '24 Option Exercise 14.00 35,000 490,000 113,957 Jul 29 04:34 PM Neeleman Stephen FOUNDER AND VICE CHAIRMAN Jul 25 '24 Sale 79.86 35,000 2,795,130 89,769 Jul 29 04:34 PM Wellborn Gayle Furgurson Director Jul 09 '24 Option Exercise 47.21 5,297 250,071 23,027 Jul 11 03:42 PM Wellborn Gayle Furgurson Director Jul 09 '24 Sale 81.34 5,297 430,858 17,730 Jul 11 03:42 PM Corvino Frank Former Director Jul 08 '24 Option Exercise 21.27 6,482 137,872 12,552 Jul 09 03:33 PM Corvino Frank Former Director Jul 08 '24 Sale 81.89 7,705 630,932 6,070 Jul 09 03:33 PM Kessler Jon PRESIDENT AND CEO Jun 24 '24 Sale 82.83 32,326 2,677,416 232,176 Jun 26 04:44 PM Kessler Jon PRESIDENT AND CEO Jun 24 '24 Sale 82.83 13,469 1,115,575 112,766 Jun 26 04:44 PM Kessler Jon PRESIDENT AND CEO Jun 25 '24 Sale 83.08 6,675 554,547 225,501 Jun 26 04:44 PM Kessler Jon PRESIDENT AND CEO Jun 25 '24 Sale 83.08 2,781 231,040 109,985 Jun 26 04:44 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 07 '24 Option Exercise 14.00 2,080 29,120 92,595 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 07 '24 Sale 85.01 2,080 176,825 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