HealthEquity (NASDAQ:HQY) Director Adrian Dillon Sells 7,632 Shares of Stock

HealthEquity, Inc. (NASDAQ:HQY) Director Adrian Dillon sold 7,632 shares of the business’s stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $104.61, for a total value of $798,383.52. Following the completion of the sale, the director owned 62,395 shares in the company, valued at $6,527,140.95. This represents a 10.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

HealthEquity Price Performance

Shares of NASDAQ:HQY opened at $93.39 on Friday. The company has a quick ratio of 3.44, a current ratio of 3.44 and a debt-to-equity ratio of 0.46. The firm has a market capitalization of $7.81 billion, a PE ratio of 34.98, a P/E/G ratio of 1.76 and a beta of 0.21. HealthEquity, Inc. has a twelve month low of $72.76 and a twelve month high of $107.62. The company has a 50-day moving average price of $97.93 and a two-hundred day moving average price of $87.81.

HealthEquity (NASDAQ:HQY) last posted its earnings results on Thursday, August 27th. The company reported $1.24 earnings per share for the quarter, topping the consensus estimate of $1.19 by $0.05. HealthEquity had a net margin of 17.25% and a return on equity of 14.75%. The firm had revenue of $350.73 million during the quarter, compared to the consensus estimate of $349.22 million. The company’s revenue was up 95.5% compared to the same quarter last year. HealthEquity has set its FY 2027 guidance at 4.660-4.730 EPS. Equities analysts forecast that HealthEquity, Inc. will post 3.92 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on HQY shares. BTIG Research boosted their target price on shares of HealthEquity from $110.00 to $115.00 and gave the company a “buy” rating in a report on Friday, July 24th. KeyCorp reaffirmed an “overweight” rating on shares of HealthEquity in a report on Tuesday, May 26th. Royal Bank Of Canada lifted their price target on HealthEquity from $100.00 to $108.00 and gave the company an “outperform” rating in a research report on Wednesday, June 3rd. Weiss Ratings upgraded HealthEquity from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, June 5th. Finally, Wall Street Zen raised HealthEquity from a “hold” rating to a “buy” rating in a report on Saturday, August 22nd. Eleven research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, HealthEquity presently has an average rating of “Moderate Buy” and an average price target of $110.93.

HealthEquity News Summary

Here are the key news stories impacting HealthEquity this week:

• Positive Sentiment: HealthEquity exceeded expectations with adjusted EPS of $1.24 versus the $1.19 consensus and revenue of $350.7 million versus $349.2 million. Revenue increased 95.5% year over year. HealthEquity Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Profitability improved: net income rose 10% to $65.6 million, net margin expanded to 19% from 18%, and adjusted EBITDA increased 11% to $167 million, with the EBITDA margin rising to 48% from 46%. HealthEquity Reports Second Quarter Financial Results
• Positive Sentiment: Management raised fiscal 2027 adjusted EPS guidance to $4.66–$4.73, above the $4.56 analyst consensus. HSA assets reached a record $37.9 billion, supporting HealthEquity’s long-term growth outlook. HealthEquity Raises Fiscal 2027 Guidance
• Neutral Sentiment: Revenue guidance was approximately $1.4 billion, broadly in line with analysts’ expectations, meaning the guidance increase was concentrated primarily in earnings rather than sales.
• Negative Sentiment: Director Adrian T. Dillon sold 7,632 shares worth approximately $798,000. The transaction occurred under a pre-arranged Rule 10b5-1 plan, reducing its signaling value, but it may still add short-term selling pressure. Adrian T. Dillon Insider Transaction
• Negative Sentiment: At roughly 35 times earnings, HQY remains priced for substantial growth. Investors may be using the strong report as an opportunity to lock in gains, particularly after the shares traded near their 52-week high.

Institutional Trading of HealthEquity

A number of hedge funds and other institutional investors have recently bought and sold shares of HQY. Acumen Wealth Advisors LLC bought a new position in shares of HealthEquity in the fourth quarter worth $27,000. Caitong International Asset Management Co. Ltd boosted its stake in HealthEquity by 1,723.5% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 310 shares of the company’s stock valued at $28,000 after buying an additional 293 shares during the period. Aster Capital Management DIFC Ltd purchased a new position in HealthEquity during the fourth quarter worth about $28,000. Leonteq Securities AG grew its position in HealthEquity by 159.9% during the first quarter. Leonteq Securities AG now owns 382 shares of the company’s stock worth $32,000 after buying an additional 235 shares in the last quarter. Finally, Axiom Investment Management LLC bought a new position in HealthEquity in the 1st quarter worth about $33,000. Institutional investors own 99.55% of the company’s stock.

About HealthEquity

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.