HealthEquity (HQY)

• Market cap: $7.57B
• 1 day: -1.62%
• 5 days: 1.27%
• 1 month: -20.38%
• 3 months: -9.76%
• 6 months: 6.77%
• Year to date: -9.73%
• 1 year: 7.06%
• 5 years: 65.54%
• 10 years: 250.12%
• 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 Q4 regulatory filings by fund managers ($100M+ AUM)

326% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $6.82M

128.61% more ownership

Funds ownership: 101.56% [Q3] → 230.17% (+128.61%) [Q4]

107% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 42

50% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 6 (+2) [Q4]

49% more capital invested

Capital invested by funds: $7.27B [Q3] → $10.8B (+$3.55B) [Q4]

17% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 139

9% more funds holding

Funds holding: 400 [Q3] → 435 (+35) [Q4]

Research analyst outlook

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

• Low target: $94 8% upside
• Avg. target: $111 27% upside
• High target: $125 43% upside

5 analyst ratings

• positive: 4 80%
• neutral: 1 20%
• negative: 0 0%

Goldman Sachs David Roman 30% 1-year accuracy 6 / 20 met price target	8% upside $94	Neutral Maintained	27 Mar 2025
Raymond James C. Gregory Peters 87% 1-year accuracy 33 / 38 met price target	32% upside $115	Strong Buy Upgraded	25 Mar 2025
Keybanc Scott Schoenhaus 39% 1-year accuracy 12 / 31 met price target	26% upside $110	Overweight Maintained	24 Mar 2025
Barrington Research Alexander Paris 61% 1-year accuracy 78 / 128 met price target	28% upside $112	Outperform Maintained	19 Mar 2025
Wells Fargo Stan Berenshteyn 22% 1-year accuracy 2 / 9 met price target	43% upside $125	Overweight Maintained	26 Feb 2025