Your browser is no longer supported. Please, upgrade your browser.
HealthEquity, Inc.
Index- P/E641.40 EPS (ttm)0.11 Insider Own1.10% Shs Outstand76.87M Perf Week-5.55%
Market Cap6.19B Forward P/E43.11 EPS next Y1.70 Insider Trans-21.23% Shs Float75.38M Perf Month10.39%
Income8.80M PEG50.11 EPS next Q0.32 Inst Own97.90% Short Float5.02% Perf Quarter-11.52%
Sales733.60M P/S8.43 EPS this Y-79.90% Inst Trans0.24% Short Ratio4.78 Perf Half Y31.37%
Book/sh17.94 P/B4.08 EPS next Y20.45% ROA0.30% Target Price85.30 Perf Year32.70%
Cash/sh3.89 P/C18.81 EPS next 5Y12.80% ROE0.70% 52W Range45.82 - 93.32 Perf YTD4.89%
Dividend- P/FCF36.71 EPS past 5Y-16.20% ROI1.60% 52W High-21.65% Beta1.37
Dividend %- Quick Ratio2.20 Sales past 5Y42.10% Gross Margin56.60% 52W Low59.58% ATR2.13
Employees2931 Current Ratio2.20 Sales Q/Q-6.50% Oper. Margin4.50% RSI (14)49.60 Volatility3.05% 2.81%
OptionableYes Debt/Eq0.72 EPS Q/Q- Profit Margin1.20% Rel Volume0.36 Prev Close73.59
ShortableYes LT Debt/Eq0.67 EarningsMar 15 AMC Payout0.00% Avg Volume792.86K Price73.12
Recom2.20 SMA200.74% SMA50-0.52% SMA20010.37% Volume284,540 Change-0.64%
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
May-06-21 04:04PM  
May-02-21 05:00AM  
Apr-29-21 07:46AM  
Apr-27-21 04:20PM  
Apr-26-21 08:53AM  
Apr-14-21 11:30AM  
Apr-09-21 08:31AM  
Apr-08-21 04:40PM  
Mar-19-21 08:32AM  
Mar-17-21 03:58AM  
Mar-16-21 01:42PM  
Mar-15-21 09:00PM  
Mar-12-21 08:36AM  
Mar-11-21 09:45AM  
Mar-08-21 05:00PM  
Mar-02-21 10:30AM  
Feb-23-21 04:15PM  
Feb-19-21 11:20AM  
Feb-16-21 09:20PM  
Feb-12-21 07:06PM  
Feb-08-21 04:02PM  
Feb-05-21 10:10AM  
Feb-04-21 12:10PM  
Feb-01-21 12:30PM  
Jan-25-21 04:04PM  
Jan-17-21 03:37AM  
Jan-13-21 11:40AM  
Jan-11-21 09:00AM  
Jan-06-21 03:16PM  
Dec-24-20 12:16PM  
Dec-08-20 12:57PM  
Dec-07-20 11:30PM  
Dec-04-20 04:04PM  
Dec-03-20 12:50AM  
Nov-30-20 12:30PM  
Nov-16-20 04:04PM  
Nov-02-20 05:30PM  
Oct-26-20 04:30PM  
Oct-19-20 12:01PM  
Oct-14-20 12:55PM  
Oct-08-20 11:30AM  
Sep-09-20 08:32AM  
Sep-08-20 04:14PM  
Sep-03-20 10:10AM  
Sep-01-20 12:30PM  
Aug-11-20 09:03AM  
Aug-04-20 10:59AM  
Jul-15-20 01:52PM  
Jul-13-20 12:04PM  
Jul-08-20 07:08AM  
Jul-02-20 11:30AM  
Jun-30-20 10:00AM  
Jun-29-20 10:55AM  
Jun-26-20 08:15AM  
Jun-23-20 12:49PM  
Jun-17-20 10:48AM  
Jun-15-20 04:04PM  
Jun-03-20 03:21PM  
Jun-02-20 06:02PM  
May-28-20 02:34PM  
May-18-20 03:50PM  
May-13-20 09:00AM  
May-07-20 11:40AM  
May-04-20 12:10PM  
Apr-15-20 11:30AM  
Apr-09-20 10:21AM  
Apr-08-20 08:59AM  
Apr-01-20 01:42AM  
Mar-28-20 09:35PM  
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 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
Hill Angelique ChristineExec VP, OperationsJun 05Option Exercise18.935,00094,65021,356Jun 09 11:42 AM
Hill Angelique ChristineExec VP, OperationsJun 05Sale65.7411,091729,12516,356Jun 09 11:42 AM
Kessler JonPresident and CEOMay 27Sale62.59100,0006,258,6930May 29 05:56 PM