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HealthEquity, Inc.
Index- P/E1741.14 EPS (ttm)0.04 Insider Own0.20% Shs Outstand76.70M Perf Week1.78%
Market Cap6.01B Forward P/E44.46 EPS next Y1.72 Insider Trans-21.90% Shs Float75.23M Perf Month13.29%
Income3.30M PEG99.49 EPS next Q0.33 Inst Own- Short Float7.72% Perf Quarter43.30%
Sales746.60M P/S8.05 EPS this Y-50.30% Inst Trans0.02% Short Ratio7.47 Perf Half Y31.47%
Book/sh17.67 P/B4.34 EPS next Y8.09% ROA0.10% Target Price74.45 Perf Year5.03%
Cash/sh3.81 P/C20.08 EPS next 5Y17.50% ROE0.30% 52W Range34.40 - 88.78 Perf YTD9.90%
Dividend- P/FCF43.51 EPS past 5Y20.00% ROI1.50% 52W High-13.71% Beta1.51
Dividend %- Quick Ratio2.60 Sales past 5Y43.40% Gross Margin57.30% 52W Low122.70% ATR3.02
Employees2931 Current Ratio2.60 Sales Q/Q14.20% Oper. Margin6.70% RSI (14)62.90 Volatility3.52% 3.98%
OptionableYes Debt/Eq0.74 EPS Q/Q107.60% Profit Margin0.40% Rel Volume1.14 Prev Close78.10
ShortableYes LT Debt/Eq0.69 EarningsDec 07 AMC Payout0.00% Avg Volume777.48K Price76.61
Recom2.20 SMA208.01% SMA5012.14% SMA20031.48% Volume889,277 Change-1.91%
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
Mar-20-18Reiterated Chardan Capital Markets Buy $62 → $77
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HealthEquity, Inc. providing technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves through employers; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. HealthEquity, Inc. was founded in 2002 and is headquartered in Draper, Utah.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
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
Trittschuh Larry LEVP Chief Security OfficerJan 27Option Exercise59.636,420382,82516,143Jan 28 04:10 PM
Trittschuh Larry LEVP Chief Security OfficerJan 27Sale68.656,420440,7339,723Jan 28 04:10 PM
Dreier AshleyExecutive, VP, CTO and CIOJan 24Option Exercise22.3120,250451,85057,737Jan 27 06:30 PM
Dreier AshleyExecutive, VP, CTO and CIOJan 24Sale71.0226,9931,916,96430,744Jan 27 06:30 PM
MOTT DARCY GExecutive VP and CFOJan 21Sale72.934,000291,73130,000Jan 23 04:37 PM