HealthEquity
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
48% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 42
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
2.01% less ownership
Funds ownership: 103.56% [Q2] → 101.55% (-2.01%) [Q3]
6% less capital invested
Capital invested by funds: $7.76B [Q2] → $7.27B (-$498M) [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
7 analyst ratings
JMP Securities Constantine Davides 26% 1-year accuracy 7 / 27 met price target | 4%upside $107 | Market Outperform Maintained | 10 Dec 2024 |
RBC Capital Sean Dodge 48% 1-year accuracy 21 / 44 met price target | 3%upside $105 | Outperform Maintained | 10 Dec 2024 |
Mizuho Steven Valiquette 20% 1-year accuracy 1 / 5 met price target | 23%upside $126 | Outperform Initiated | 4 Dec 2024 |
Barrington Research Alexander Paris 77% 1-year accuracy 85 / 110 met price target | 17%upside $120 | Outperform Maintained | 2 Dec 2024 |
Goldman Sachs David Roman 46% 1-year accuracy 6 / 13 met price target | 5%upside $108 | Neutral Initiated | 15 Nov 2024 |
Financial journalist opinion
Based on 6 articles about HQY published over the past 30 days
