HealthEquity (HQY)

• Market cap: $9.41B
• 1 day: -2.79%
• 5 days: -4.69%
• 1 month: 3.69%
• 3 months: 3.77%
• 6 months: 44.92%
• Year to date: 12.18%
• 1 year: 35.63%
• 5 years: 23.79%
• 10 years: 449.87%
• 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

125.81% more ownership

Funds ownership: 101.55% [Q3] → 227.36% (+125.81%) [Q4]

110% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 41

46% more capital invested

Capital invested by funds: $7.27B [Q3] → $10.6B (+$3.32B) [Q4]

25% more funds holding in top 10

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

14% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 137

7% more funds holding

Funds holding: 399 [Q3] → 426 (+27) [Q4]

Research analyst outlook

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

• Low target: $105 3% downside
• Avg. target: $115 5% upside
• High target: $126 16% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

JMP Securities Constantine Davides 40% 1-year accuracy 12 / 30 met price target	1% downside $107	Market Outperform Maintained	10 Dec 2024
RBC Capital Sean Dodge 48% 1-year accuracy 19 / 40 met price target	3% downside $105	Outperform Maintained	10 Dec 2024
Mizuho Steven Valiquette 40% 1-year accuracy 2 / 5 met price target	16% upside $126	Outperform Initiated	4 Dec 2024
Barrington Research Alexander Paris 74% 1-year accuracy 89 / 121 met price target	11% upside $120	Outperform Maintained	2 Dec 2024