Dec 30, 2025 • MarketBeat
BULLISH
15,805 Shares in HealthEquity, Inc. $HQY Purchased by Simplify Asset Management Inc.
Simplify Asset Management Inc. recently acquired 15,805 shares of HealthEquity, Inc. (NASDAQ:HQY) during the third quarter, valued at approximately $1.5 million. This purchase is part of broader institutional interest, with such investors now owning 99.55% of the company's stock. HealthEquity surpassed Q3 earnings expectations, reporting EPS of $1.01 against an estimated $0.90, and provided positive FY2026 guidance, reinforcing analyst confidence reflected in a "Moderate Buy" consensus rating and a $120.27 target price.
Dec 30, 2025 • MarketBeat
BULLISH
First American Bank Acquires Shares of 17,233 HealthEquity, Inc. $HQY
First American Bank recently acquired 17,233 shares of HealthEquity, Inc. (HQY) valued at approximately $1.63 million, making it a new position for the bank. Despite significant institutional ownership, company insiders have sold shares recently, reducing their stake. Analysts maintain a "Moderate Buy" rating with a target price around $120.27, following HealthEquity's strong Q3 earnings beat and positive FY2026 guidance.
Dec 25, 2025 • MarketBeat
SOMEWHAT-BULLISH
Milestone Asset Management LLC Purchases New Holdings in HealthEquity, Inc. $HQY
Milestone Asset Management LLC has acquired a new position of 10,925 shares in HealthEquity, Inc. (NASDAQ:HQY) during the third quarter, valued at approximately $1.035 million. Despite this institutional buying, company insiders have been net sellers, disposing of 17,240 shares worth about $1.64 million over the last 90 days. Wall Street analysts maintain a "Moderate Buy" consensus rating for HealthEquity with a $120.27 price target, following the company's recent beat on quarterly EPS and positive FY2026 guidance.
Dec 24, 2025 • MarketBeat
SOMEWHAT-BULLISH
HealthEquity, Inc. $HQY Shares Bought by DAVENPORT & Co LLC
DAVENPORT & Co LLC significantly increased its stake in HealthEquity, Inc. (NASDAQ:HQY) by 23.9% in Q3, bringing its total to 386,388 shares. Other institutional investors like Price T Rowe and Westfield also made substantial additions, resulting in institutional ownership of 99.55%. Despite strong Q3 earnings that beat expectations and positive FY2026 guidance, company insiders have been selling shares, with executives Elimelech Rosner and Delano Ladd trimming positions.
Dec 23, 2025 • MarketBeat
NEUTRAL
HealthEquity (NASDAQ:HQY) EVP Sells $142,080.00 in Stock
HealthEquity (NASDAQ:HQY) EVP Delano Ladd sold 1,500 shares of the company stock on December 19th for $142,080.00, reducing his position by 1.99%. This transaction follows previous sales in November and October. Analysts currently have a "Moderate Buy" rating for HealthEquity with an average price target of $120.27.
Dec 23, 2025 • MarketBeat
SOMEWHAT-BULLISH
Voya Investment Management LLC Has $11.36 Million Stock Position in HealthEquity, Inc. $HQY
Voya Investment Management LLC significantly reduced its stake in HealthEquity, Inc. (NASDAQ:HQY) by 58.6% in the third quarter, decreasing its holding to 119,842 shares valued at approximately $11.36 million. Despite this, other major institutions increased their positions, and institutional ownership remains high at 99.55%. HealthEquity recently exceeded Q3 earnings expectations and received a "Moderate Buy" rating from analysts with an average target price of $120.27.