HealthEquity (HQY)

• Market cap: $8.23B
• 1 day: 0.20%
• 5 days: 0.04%
• 1 month: -7.78%
• 3 months: 19.39%
• 6 months: 15.43%
• Year to date: 43.49%
• 1 year: 47.12%
• 5 years: 29.11%
• 10 years: 269.31%
• Sector: Industrials
• Industry: Business Services

About: HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. It provides payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice to grow their tax-advantaged healthcare savings. It manages consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and administers Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It also provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States.

Employees: 3,150

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more call options, than puts

Call options by funds: $17M | Put options by funds: $8.51M

32% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 47

4% more funds holding

Funds holding: 383 [Q2] → 398 (+15) [Q3]

6% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 149

1.71% less ownership

Funds ownership: 101.88% [Q2] → 100.16% (-1.71%) [Q3]

6% less capital invested

Capital invested by funds: $7.64B [Q2] → $7.17B (-$471M) [Q3]

33% less funds holding in top 10

Funds holding in top 10: 6 [Q2] → 4 (-2) [Q3]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $105 11% upside
• Avg. target: $117 23% upside
• High target: $130 37% upside

7 analyst ratings

• positive: 6 86%
• neutral: 1 14%
• negative: 0 0%

JMP Securities Constantine Davides 20% 1-year accuracy 5 / 25 met price target	13% upside $107	Market Outperform Maintained	10 Dec 2024
RBC Capital Sean Dodge 50% 1-year accuracy 21 / 42 met price target	11% upside $105	Outperform Maintained	10 Dec 2024
Mizuho Steven Valiquette 20% 1-year accuracy 1 / 5 met price target	33% upside $126	Outperform Initiated	4 Dec 2024
Barrington Research Alexander Paris 78% 1-year accuracy 86 / 110 met price target	26% upside $120	Outperform Maintained	2 Dec 2024
Goldman Sachs David Roman 54% 1-year accuracy 7 / 13 met price target	14% upside $108	Neutral Initiated	15 Nov 2024