HealthEquity, Inc. $HQY Holdings Trimmed by Moody Aldrich Partners LLC

by · The Cerbat Gem

Moody Aldrich Partners LLC lowered its holdings in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 16.2% in the third quarter, Holdings Channel.com reports. The firm owned 59,685 shares of the company’s stock after selling 11,530 shares during the period. Moody Aldrich Partners LLC’s holdings in HealthEquity were worth $5,656,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of HQY. Farther Finance Advisors LLC raised its position in HealthEquity by 232.4% during the second quarter. Farther Finance Advisors LLC now owns 246 shares of the company’s stock valued at $26,000 after buying an additional 172 shares during the period. Caitong International Asset Management Co. Ltd purchased a new position in HealthEquity during the 2nd quarter valued at about $33,000. Cullen Frost Bankers Inc. grew its stake in HealthEquity by 172.3% during the 2nd quarter. Cullen Frost Bankers Inc. now owns 354 shares of the company’s stock valued at $37,000 after acquiring an additional 224 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of HealthEquity by 176.4% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 655 shares of the company’s stock valued at $58,000 after purchasing an additional 418 shares during the period. Finally, Sellwood Investment Partners LLC purchased a new stake in shares of HealthEquity in the second quarter worth approximately $58,000. Institutional investors and hedge funds own 99.55% of the company’s stock.

HealthEquity Stock Down 1.0%

HealthEquity stock opened at $91.61 on Thursday. The company has a current ratio of 4.13, a quick ratio of 4.13 and a debt-to-equity ratio of 0.46. HealthEquity, Inc. has a 1-year low of $74.07 and a 1-year high of $116.65. The firm’s fifty day simple moving average is $97.12 and its 200-day simple moving average is $95.55. The company has a market capitalization of $7.83 billion, a P/E ratio of 42.02, a P/E/G ratio of 1.34 and a beta of 0.18.

HealthEquity (NASDAQ:HQY – Get Free Report) last posted its earnings results on Wednesday, December 3rd. The company reported $1.01 EPS for the quarter, topping the consensus estimate of $0.90 by $0.11. HealthEquity had a net margin of 14.86% and a return on equity of 12.94%. The firm had revenue of $322.16 million for the quarter, compared to the consensus estimate of $320.92 million. During the same period in the prior year, the business posted $0.78 earnings per share. The business’s quarterly revenue was up 7.2% on a year-over-year basis. HealthEquity has set its FY 2026 guidance at 3.870-3.950 EPS. Sell-side analysts forecast that HealthEquity, Inc. will post 2.32 earnings per share for the current fiscal year.

Insider Activity at HealthEquity

In related news, EVP Delano Ladd sold 1,500 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $94.72, for a total value of $142,080.00. Following the completion of the sale, the executive vice president directly owned 73,979 shares in the company, valued at approximately $7,007,290.88. The trade was a 1.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Michael Henry Fiore sold 1,781 shares of the stock in a transaction that occurred on Tuesday, October 7th. The shares were sold at an average price of $88.21, for a total value of $157,102.01. Following the transaction, the executive vice president owned 49,795 shares in the company, valued at approximately $4,392,416.95. This trade represents a 3.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 17,240 shares of company stock valued at $1,640,164. Corporate insiders own 1.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the stock. Barrington Research reiterated an “outperform” rating and issued a $125.00 price objective on shares of HealthEquity in a research note on Thursday, December 4th. Citigroup restated an “outperform” rating on shares of HealthEquity in a report on Thursday, December 4th. Barclays initiated coverage on HealthEquity in a report on Monday, December 8th. They set an “overweight” rating and a $118.00 price objective for the company. JMP Securities set a $122.00 target price on HealthEquity in a research note on Thursday, December 4th. Finally, Wall Street Zen lowered HealthEquity from a “buy” rating to a “hold” rating in a research report on Saturday, November 15th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $120.27.

Get Our Latest Research Report on HQY

HealthEquity Profile

(Free Report)

HealthEquity, Inc (NASDAQ: HQY) is a leading administrator of consumer-directed health accounts and related benefit solutions in the United States. Founded in 2002 and headquartered in Draper, Utah, the company specializes in health savings accounts (HSAs) and offers complementary services such as flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), COBRA administration and commuter benefits. Through its technology-driven platform, HealthEquity enables employers, health plans and individuals to streamline account management, improve cost transparency and encourage more informed healthcare spending.

Serving millions of members across all 50 states, HealthEquity leverages an open-architecture ecosystem that integrates with health plans, payroll providers and financial institutions.

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