Jupiter Topco LLC Takes $78.85 Million Position in HealthEquity, Inc. $HQY

Jupiter Topco LLC purchased a new position in shares of HealthEquity, Inc. (NASDAQ:HQY) during the 2nd quarter, Holdings Channel.com reports. The fund purchased 872,972 shares of the company’s stock, valued at approximately $78,847,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Sivia Capital Partners LLC purchased a new position in HealthEquity in the 2nd quarter valued at about $306,000. Arrowstreet Capital Limited Partnership purchased a new stake in shares of HealthEquity during the second quarter worth about $4,747,000. Marshall Wace LLP purchased a new stake in shares of HealthEquity during the second quarter worth about $5,483,000. Amundi lifted its stake in shares of HealthEquity by 9.3% in the second quarter. Amundi now owns 30,203 shares of the company’s stock worth $3,059,000 after acquiring an additional 2,574 shares in the last quarter. Finally, Jump Financial LLC acquired a new position in shares of HealthEquity in the second quarter worth about $449,000. Hedge funds and other institutional investors own 99.55% of the company’s stock.

Insider Buying and Selling

In other HealthEquity news, EVP Michael Henry Fiore sold 2,354 shares of HealthEquity stock in a transaction on Friday, July 10th. The shares were sold at an average price of $95.00, for a total value of $223,630.00. Following the completion of the transaction, the executive vice president owned 52,244 shares of the company’s stock, valued at $4,963,180. The trade was a 4.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Adrian T. Dillon sold 7,632 shares of the business’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $104.61, for a total transaction of $798,383.52. Following the sale, the director owned 62,395 shares of the company’s stock, valued at approximately $6,527,140.95. The trade was a 10.90% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 12,456 shares of company stock valued at $1,256,664 over the last quarter. Company insiders own 1.60% of the company’s stock.

Trending Headlines about HealthEquity

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.

HealthEquity Stock Performance

Shares of HQY stock opened at $93.39 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 3.44 and a current ratio of 3.44. HealthEquity, Inc. has a one year low of $72.76 and a one year high of $107.62. The company’s 50-day simple moving average is $97.93 and its 200-day simple moving average is $87.81. The stock has a market capitalization of $7.81 billion, a price-to-earnings ratio of 34.98, a PEG ratio of 1.76 and a beta of 0.21.

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

Analysts Set New Price Targets

A number of research analysts recently commented on HQY shares. Wells Fargo & Company set a $111.00 price target on HealthEquity in a report on Monday, June 1st. Citigroup restated a “market outperform” rating on shares of HealthEquity in a report on Monday, June 1st. Royal Bank Of Canada upped their target price on HealthEquity from $100.00 to $108.00 and gave the company an “outperform” rating in a research report on Wednesday, June 3rd. Citizens Jmp increased their target price on HealthEquity from $110.00 to $111.00 and gave the company a “market outperform” rating in a research note on Monday, June 1st. Finally, Weiss Ratings raised shares of HealthEquity from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, June 5th. Eleven research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $110.93.

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.