Inspire Investing LLC Purchases 7,994 Shares of HealthEquity, Inc. $HQY

Inspire Investing LLC boosted its position in shares of HealthEquity, Inc. (NASDAQ:HQY) by 124.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,438 shares of the company’s stock after acquiring an additional 7,994 shares during the period. Inspire Investing LLC’s holdings in HealthEquity were worth $1,368,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Farther Finance Advisors LLC boosted its holdings in HealthEquity by 232.4% in the 2nd quarter. Farther Finance Advisors LLC now owns 246 shares of the company’s stock valued at $26,000 after purchasing an additional 172 shares during the period. WPG Advisers LLC purchased a new stake in shares of HealthEquity in the first quarter worth $28,000. Caitong International Asset Management Co. Ltd bought a new stake in HealthEquity during the second quarter valued at $33,000. Cullen Frost Bankers Inc. grew its position in HealthEquity by 172.3% during the second quarter. Cullen Frost Bankers Inc. now owns 354 shares of the company’s stock worth $37,000 after buying an additional 224 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its stake in HealthEquity by 176.4% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 655 shares of the company’s stock worth $58,000 after acquiring an additional 418 shares during the last quarter. 99.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at HealthEquity

In other HealthEquity news, EVP Michael Henry Fiore sold 1,781 shares of HealthEquity stock in a transaction that occurred on Tuesday, October 7th. The stock was sold at an average price of $88.21, for a total value of $157,102.01. Following the transaction, the executive vice president directly owned 49,795 shares of the company’s stock, valued at $4,392,416.95. The trade was a 3.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Delano Ladd sold 1,500 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The shares were 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 owned 73,979 shares of the company’s stock, valued at $7,007,290.88. The trade was a 1.99% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 17,240 shares of company stock worth $1,640,164. Company insiders own 1.50% of the company’s stock.

HealthEquity Trading Down 0.2%

Shares of HQY opened at $92.47 on Friday. HealthEquity, Inc. has a fifty-two week low of $74.07 and a fifty-two week high of $116.65. The firm has a market cap of $7.90 billion, a price-to-earnings ratio of 42.42, a PEG ratio of 1.34 and a beta of 0.18. The firm has a 50 day moving average price of $97.24 and a 200-day moving average price of $96.00. The company has a debt-to-equity ratio of 0.46, a quick ratio of 4.13 and a current ratio of 4.13.

HealthEquity (NASDAQ:HQY) last issued its earnings results on Wednesday, December 3rd. The company reported $1.01 EPS for the quarter, topping analysts’ consensus estimates of $0.90 by $0.11. The company had revenue of $322.16 million for the quarter, compared to analysts’ expectations of $320.92 million. HealthEquity had a net margin of 14.86% and a return on equity of 12.94%. The firm’s revenue was up 7.2% compared to the same quarter last year. During the same quarter last year, the company earned $0.78 EPS. HealthEquity has set its FY 2026 guidance at 3.870-3.950 EPS. As a group, equities research analysts forecast that HealthEquity, Inc. will post 2.32 earnings per share for the current year.

Analyst Ratings Changes

HQY has been the subject of a number of research analyst reports. JMP Securities set a $122.00 price target on HealthEquity in a research report on Thursday, December 4th. Barrington Research reissued an “outperform” rating and issued a $125.00 price target on shares of HealthEquity in a report on Thursday, December 4th. JPMorgan Chase & Co. raised their price objective on shares of HealthEquity from $126.00 to $129.00 and gave the company an “overweight” rating in a research report on Thursday, December 4th. Weiss Ratings reiterated a “hold (c+)” rating on shares of HealthEquity in a research report on Wednesday, October 8th. Finally, Wall Street Zen downgraded HealthEquity from a “buy” rating to a “hold” rating in a research report on Saturday, November 15th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $120.27.

HealthEquity Profile

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.