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Last Close
Jun 18 04:00PM ET
102.00
Dollar change
+1.99
Percentage change
1.99
%
IndexRUT P/E74.24 EPS (ttm)1.37 Insider Own2.74% Shs Outstand86.71M Perf Week-2.45%
Market Cap8.82B Forward P/E23.12 EPS next Y4.41 Insider Trans-12.01% Shs Float84.10M Perf Month4.51%
Income121.81M PEG3.90 EPS next Q0.92 Inst Own107.96% Short Float7.09% Perf Quarter20.97%
Sales1.24B P/S7.10 EPS this Y18.82% Inst Trans3.37% Short Ratio4.67 Perf Half Y6.67%
Book/sh24.49 P/B4.16 EPS next Y18.98% ROA3.66% Short Interest5.96M Perf Year23.67%
Cash/sh3.33 P/C30.64 EPS next 5Y19.03% ROE5.77% 52W Range65.01 - 116.65 Perf YTD6.31%
Dividend Est.- P/FCF26.12 EPS past 5Y13.44% ROIC3.78% 52W High-12.56% Beta0.49
Dividend TTM- Quick Ratio4.06 Sales past 5Y17.66% Gross Margin58.59% 52W Low56.90% ATR (14)3.71
Dividend Ex-Date- Current Ratio4.06 EPS Y/Y TTM50.06% Oper. Margin21.77% RSI (14)50.87 Volatility2.41% 2.64%
Employees3120 Debt/Eq0.52 Sales Y/Y TTM19.21% Profit Margin9.80% Recom1.20 Target Price121.71
Option/ShortYes / Yes LT Debt/Eq0.52 EPS Q/Q86.94% Payout0.00% Rel Volume0.77 Prev Close100.01
Sales Surprise2.64% EPS Surprise19.34% Sales Q/Q15.04% EarningsJun 03 AMC Avg Volume1.28M Price102.00
SMA20-1.96% SMA507.73% SMA2007.85% Trades Volume982,087 Change1.99%
Date Action Analyst Rating Change Price Target Change
May-22-25Resumed RBC Capital Mkts Outperform $105 → $112
Mar-25-25Upgrade Raymond James Outperform → Strong Buy $120 → $115
Dec-04-24Initiated Mizuho Outperform $126
Nov-15-24Initiated Goldman Neutral $108
Apr-04-24Initiated JMP Securities Mkt Outperform $101
Apr-02-24Reiterated JP Morgan Overweight $86 → $108
Jan-03-24Initiated Barclays Overweight $84
Sep-21-23Upgrade Robert W. Baird Neutral → Outperform $79 → $87
Oct-21-22Upgrade Goldman Sell → Neutral $64 → $77
Sep-16-22Initiated KeyBanc Capital Markets Overweight $85
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HealthEquity, Inc. engages in the provision of technology-enabled services for healthcare and spending decisions. The company was founded by Stephen D. Neeleman on September 18, 2002 and is headquartered in Draper, UT.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Kessler JonFormer DirectorJun 06 '25Option Exercise62.9879,6815,017,970387,693Jun 10 05:10 PM
Kessler JonFormer DirectorJun 06 '25Option Exercise53.8971,5323,855,212172,767Jun 10 05:10 PM
Kessler JonFormer DirectorJun 06 '25Sale112.08134,18315,038,655253,510Jun 10 05:10 PM
Kessler JonFormer DirectorJun 06 '25Sale112.0597,76710,954,32275,000Jun 10 05:10 PM
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICERJun 06 '25Sale112.5658,0006,528,43475,689Jun 10 04:01 PM
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICERJun 09 '25Sale111.3713,0001,447,86662,689Jun 10 04:01 PM
ELIMELECH ROSNEROfficerJun 09 '25Proposed Sale111.3713,0001,447,865Jun 09 05:35 PM
Jon KesslerOfficerJun 06 '25Proposed Sale112.7080,7379,099,060Jun 06 04:53 PM
GKF LLCDirectorJun 06 '25Proposed Sale111.9871,5328,010,375Jun 06 04:48 PM
JON KESSLERDirectorJun 06 '25Proposed Sale111.9579,6818,920,503Jun 06 04:33 PM
ELIMELECH ROSNEROfficerJun 06 '25Proposed Sale112.5658,0006,528,433Jun 06 04:07 PM
SELANDER ROBERT WDirectorApr 09 '25Option Exercise28.6812,500358,50090,719Apr 11 12:53 PM
SELANDER ROBERT WDirectorApr 09 '25Sale77.655,750446,51384,969Apr 11 12:53 PM
Stephen NeelemanOfficerApr 08 '25Proposed Sale79.889,019720,433Apr 10 05:09 PM
Delano LaddOfficerApr 08 '25Proposed Sale79.886,991558,437Apr 10 05:02 PM
Jon Kessler DirectorApr 08 '25Proposed Sale79.88101,5458,111,359Apr 10 04:55 PM
Elimelech RosnerOfficerApr 08 '25Proposed Sale79.8852,0784,159,962Apr 10 04:50 PM
ROBERT SELANDERDirectorApr 09 '25Proposed Sale77.655,750446,512Apr 09 04:04 PM
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICERApr 04 '25Sale78.268,881695,04656,655Apr 08 01:17 PM
Stephen NeelemanOfficerApr 03 '25Proposed Sale83.881,316110,380Apr 04 06:29 PM
Michael Henry FioreOfficerApr 03 '25Proposed Sale83.874,839405,866Apr 04 06:06 PM
Elimelech RosnerOfficerApr 03 '25Proposed Sale83.883,800318,727Apr 04 05:32 PM
James M. LucaniaOfficerApr 03 '25Proposed Sale83.884,212353,294Apr 04 05:24 PM
Delano LaddOfficerApr 03 '25Proposed Sale83.881,352113,402Apr 04 05:16 PM
MICHAEL FIOREOfficerApr 04 '25Proposed Sale82.978,881736,857Apr 04 04:28 PM
SELANDER ROBERT WDirectorFeb 10 '25Option Exercise28.6812,500358,50083,969Feb 12 12:33 PM
SELANDER ROBERT WDirectorFeb 10 '25Sale111.295,750639,92778,219Feb 12 12:33 PM
ROBERT SELANDERDirectorFeb 10 '25Proposed Sale111.295,750639,927Feb 10 04:03 PM
Elimelech RosnerOfficerJan 07 '25Proposed Sale97.541,707166,508Jan 10 12:49 PM
Stephen NeelemanOfficerJan 07 '25Proposed Sale97.5457055,600Jan 10 12:40 PM
James M. LucaniaOfficerJan 07 '25Proposed Sale97.541,848180,262Jan 10 12:32 PM
Parker Stuart B.DirectorDec 12 '24Sale96.7225,0002,417,90019,061Dec 13 04:57 PM
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICERDec 12 '24Sale97.122,869278,63557,195Dec 13 04:54 PM
McCowan Debra CharlotteDirectorDec 12 '24Sale95.565,000477,8007,779Dec 13 04:52 PM
McCowan Debra CharlotteDirectorDec 12 '24Proposed Sale95.565,000477,812Dec 12 05:25 PM
Rosner ElimelechOfficerDec 12 '24Proposed Sale97.122,869278,635Dec 12 05:12 PM
SELANDER ROBERT WDirectorDec 09 '24Option Exercise25.9020,000518,02573,969Dec 11 05:05 PM
SELANDER ROBERT WDirectorDec 09 '24Sale101.568,250837,85966,469Dec 11 05:05 PM
ROBERT SELANDERDirectorDec 09 '24Proposed Sale101.568,250837,859Dec 09 04:12 PM
Corvino FrankFormer DirectorNov 06 '24Sale96.101,03999,8483,784Nov 08 04:29 PM
SELANDER ROBERT WDirectorOct 09 '24Option Exercise25.9020,000518,02562,219Oct 11 05:53 PM
SELANDER ROBERT WDirectorOct 09 '24Sale82.988,250684,57854,719Oct 11 05:53 PM
ROBERT SELANDERDirectorOct 09 '24Proposed Sale82.988,250684,577Oct 09 04:12 PM
Stephen NeelemanOfficerOct 03 '24Proposed Sale78.2573957,824Oct 07 04:57 PM
James M. LucaniaOfficerOct 03 '24Proposed Sale78.251,772138,653Oct 07 04:49 PM
Elimelech RosnerOfficerOct 03 '24Proposed Sale78.252,456192,173Oct 07 04:43 PM
Corvino FrankFormer DirectorOct 01 '24Sale80.261,247100,0904,823Oct 03 06:55 PM
Kessler JonPRESIDENT AND CEOSep 16 '24Sale78.4220,9991,646,796204,502Sep 18 04:32 PM
Kessler JonPRESIDENT AND CEOSep 16 '24Sale78.428,750686,197101,235Sep 18 04:32 PM
James M. LucaniaOfficerSep 10 '24Proposed Sale75.896,925525,534Sep 12 04:38 PM
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICERSep 06 '24Sale77.0212,296947,09062,520Sep 10 03:30 PM
Rosner ElimelechOfficerSep 06 '24Proposed Sale77.0212,296947,089Sep 06 04:51 PM
Parker Stuart B.DirectorSep 06 '24Proposed Sale79.4925,0001,987,250Sep 06 10:05 AM
Neeleman StephenFOUNDER AND VICE CHAIRMANJul 25 '24Option Exercise14.0035,000490,000113,957Jul 29 04:34 PM
Neeleman StephenFOUNDER AND VICE CHAIRMANJul 25 '24Sale79.8635,0002,795,13089,769Jul 29 04:34 PM
Wellborn Gayle FurgursonDirectorJul 09 '24Option Exercise47.215,297250,07123,027Jul 11 03:42 PM
Wellborn Gayle FurgursonDirectorJul 09 '24Sale81.345,297430,85817,730Jul 11 03:42 PM
Corvino FrankFormer DirectorJul 08 '24Option Exercise21.276,482137,87212,552Jul 09 03:33 PM
Corvino FrankFormer DirectorJul 08 '24Sale81.897,705630,9326,070Jul 09 03:33 PM
Kessler JonPRESIDENT AND CEOJun 24 '24Sale82.8332,3262,677,416232,176Jun 26 04:44 PM
Kessler JonPRESIDENT AND CEOJun 24 '24Sale82.8313,4691,115,575112,766Jun 26 04:44 PM
Kessler JonPRESIDENT AND CEOJun 25 '24Sale83.086,675554,547225,501Jun 26 04:44 PM
Kessler JonPRESIDENT AND CEOJun 25 '24Sale83.082,781231,040109,985Jun 26 04:44 PM