Crown Advisors Management Inc. Makes New Investment in HealthEquity, Inc. $HQY

Crown Advisors Management Inc. bought a new stake in shares of HealthEquity, Inc. (NASDAQ:HQY) in the third quarter, Holdings Channel reports. The fund bought 20,000 shares of the company’s stock, valued at approximately $1,895,000. HealthEquity comprises about 1.3% of Crown Advisors Management Inc.’s portfolio, making the stock its 29th biggest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in HQY. Vanguard Group Inc. boosted its stake in shares of HealthEquity by 2.9% in the third quarter. Vanguard Group Inc. now owns 8,746,255 shares of the company’s stock worth $828,883,000 after acquiring an additional 243,549 shares during the last quarter. Wasatch Advisors LP raised its stake in HealthEquity by 3.4% in the 3rd quarter. Wasatch Advisors LP now owns 6,307,675 shares of the company’s stock valued at $597,778,000 after purchasing an additional 206,611 shares during the last quarter. AQR Capital Management LLC lifted its holdings in HealthEquity by 59.3% in the 3rd quarter. AQR Capital Management LLC now owns 1,764,268 shares of the company’s stock valued at $167,200,000 after purchasing an additional 656,820 shares in the last quarter. Westfield Capital Management Co. LP lifted its holdings in HealthEquity by 35.7% in the 3rd quarter. Westfield Capital Management Co. LP now owns 1,716,658 shares of the company’s stock valued at $162,688,000 after purchasing an additional 451,450 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in HealthEquity by 2.5% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,559,008 shares of the company’s stock worth $147,751,000 after purchasing an additional 38,154 shares during the last quarter. Hedge funds and other institutional investors own 99.55% of the company’s stock.

Insider Activity

In related news, EVP Elimelech Rosner sold 10,959 shares of the stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $95.45, for a total transaction of $1,046,036.55. Following the transaction, the executive vice president owned 45,742 shares of the company’s stock, valued at approximately $4,366,073.90. This represents a 19.33% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Delano Ladd sold 1,500 shares of the firm’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $94.72, for a total value of $142,080.00. Following the transaction, the executive vice president owned 73,979 shares of the company’s stock, valued at $7,007,290.88. This trade represents a 1.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.50% of the stock is currently owned by corporate insiders.

Key HealthEquity News

Here are the key news stories impacting HealthEquity this week:

• Positive Sentiment: Q4 earnings beat consensus — HQY reported $0.95 EPS vs. ~$0.90 consensus, and revenue of $334.6M vs. ~$332.5M, showing modest top- and bottom-line outperformance that supports the rally. HealthEquity (HQY) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Company raised fiscal 2027 guidance — Management increased FY27 outlook after the quarter, which is a direct catalyst for share-price strength as it signals confidence in continued growth. HealthEquity beats Q4 estimates, raises FY27 guidance
• Positive Sentiment: Record revenue, net income and HSA sales — Fiscal year revenue rose to ~$1.31B (up ~9% y/y) and net income jumped ~123% to $215.2M; new HSAs from sales were highlighted as a growth driver in the release. Those fundamentals justify upgraded guidance and investor optimism. HealthEquity Reports Record Revenue, Earnings and New HSAs…
• Neutral Sentiment: Analysts revised estimates ahead of the print — Several models and the most accurate analysts nudged forecasts higher into the quarter, which reduced downside risk but also meant some upside was already priced in. HealthEquity Likely To Report Higher Q4 Earnings…
• Neutral Sentiment: Key metrics show steady growth but not acceleration — Revenue was up mid-single digits y/y (quarter +7.3% per reports); margin improvements and one-time items helped net income, so investors will watch sustainability into FY27. Earnings Call Transcript
• Negative Sentiment: Shares remain below longer-term moving averages and valuation is rich — HQY is trading under its 50- and 200-day SMAs and at a high P/E (~36x), so despite the beat and raised guide some investors may take profits or wait for clearer sustained growth before adding. (Background: market data / technicals)

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on HQY. Citizens Jmp set a $122.00 target price on shares of HealthEquity in a report on Thursday, December 4th. Barrington Research restated an “outperform” rating and set a $125.00 price target on shares of HealthEquity in a research report on Thursday, December 4th. Jefferies Financial Group set a $108.00 price objective on shares of HealthEquity in a report on Thursday, February 19th. Weiss Ratings reissued a “hold (c+)” rating on shares of HealthEquity in a research note on Thursday, January 22nd. Finally, UBS Group set a $110.00 target price on shares of HealthEquity in a research note on Tuesday, February 17th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $112.00.

HealthEquity Stock Up 0.9%

HealthEquity stock opened at $79.40 on Wednesday. The company has a market capitalization of $6.78 billion, a PE ratio of 36.42, a price-to-earnings-growth ratio of 0.98 and a beta of 0.26. 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, Inc. has a fifty-two week low of $72.76 and a fifty-two week high of $116.65. The firm has a 50 day moving average price of $81.30 and a 200 day moving average price of $90.27.

HealthEquity (NASDAQ:HQY) last released its quarterly earnings results on Tuesday, March 17th. The company reported $0.95 EPS for the quarter, topping analysts’ consensus estimates of $0.90 by $0.05. HealthEquity had a return on equity of 12.94% and a net margin of 14.86%.The company had revenue of $334.59 million for the quarter, compared to analysts’ expectations of $332.48 million. The firm’s revenue for the quarter was up 7.3% compared to the same quarter last year. Research analysts expect that HealthEquity, Inc. will post 2.32 earnings per share for the current year.

HealthEquity Company 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.