HealthEquity (HQY)

• Market cap: $7.31B
• 1 day: 2.46%
• 5 days: 5.50%
• 1 month: -16.08%
• 3 months: -17.48%
• 6 months: -3.95%
• Year to date: -12.69%
• 1 year: 5.82%
• 5 years: 80.95%
• 10 years: 247.10%
• Sector: Healthcare
• Industry: Health Information 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: 3,120

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

326% more call options, than puts

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

110% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 42

25% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]

21% more capital invested

Capital invested by funds: $7.16B [Q3] → $8.65B (+$1.49B) [Q4]

15% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 140

9% more funds holding

Funds holding: 399 [Q3] → 436 (+37) [Q4]

3.93% more ownership

Funds ownership: 100.09% [Q3] → 104.02% (+3.93%) [Q4]

Research analyst outlook

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

• Low target: $94 11% upside
• Avg. target: $109 29% upside
• High target: $125 48% upside

5 analyst ratings

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

Keybanc Scott Schoenhaus 38% 1-year accuracy 15 / 39 met price target	18% upside $100	Overweight Maintained	16 Apr 2025
Barrington Research Alexander Paris 61% 1-year accuracy 80 / 131 met price target	33% upside $112	Outperform Maintained	11 Apr 2025
Goldman Sachs David Roman 25% 1-year accuracy 5 / 20 met price target	11% upside $94	Neutral Maintained	27 Mar 2025
Raymond James C. Gregory Peters 70% 1-year accuracy 26 / 37 met price target	36% upside $115	Strong Buy Upgraded	25 Mar 2025
Wells Fargo Stan Berenshteyn 0% 1-year accuracy 0 / 9 met price target	48% upside $125	Overweight Maintained	26 Feb 2025