HealthEquity, Inc. $HQY Shares Acquired by Peterson Wealth Services

Posted by Geri Gentry on Jun 12th, 2026

Peterson Wealth Services increased its position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 35,985.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,217 shares of the company’s stock after acquiring an additional 7,197 shares during the period. Peterson Wealth Services’ holdings in HealthEquity were worth $661,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. Capricorn Fund Managers Ltd acquired a new stake in HealthEquity in the 4th quarter valued at approximately $6,926,000. 12th Street Asset Management Company LLC increased its position in HealthEquity by 114.4% in the 3rd quarter. 12th Street Asset Management Company LLC now owns 272,068 shares of the company’s stock valued at $25,784,000 after acquiring an additional 145,151 shares during the period. King Luther Capital Management Corp increased its position in HealthEquity by 60.6% in the 3rd quarter. King Luther Capital Management Corp now owns 80,584 shares of the company’s stock valued at $7,637,000 after acquiring an additional 30,394 shares during the period. JPMorgan Chase & Co. increased its position in HealthEquity by 11.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,205,077 shares of the company’s stock valued at $114,205,000 after acquiring an additional 124,283 shares during the period. Finally, Vanguard Group Inc. increased its position in HealthEquity by 2.9% in the 3rd quarter. Vanguard Group Inc. now owns 8,746,255 shares of the company’s stock valued at $828,883,000 after acquiring an additional 243,549 shares during the period. Institutional investors and hedge funds own 99.55% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently commented on the company. Raymond James Financial set a $100.00 target price on HealthEquity in a research report on Tuesday, February 17th. Citigroup reissued a “market outperform” rating on shares of HealthEquity in a research note on Monday, June 1st. KeyCorp reissued an “overweight” rating on shares of HealthEquity in a research note on Tuesday, May 26th. BTIG Research lowered their target price on shares of HealthEquity from $130.00 to $110.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. Finally, Wall Street Zen raised shares of HealthEquity from a “hold” rating to a “buy” rating in a research note on Saturday, June 6th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, HealthEquity presently has an average rating of “Moderate Buy” and a consensus target price of $110.57.

Get Our Latest Stock Analysis on HealthEquity

HealthEquity Price Performance

NASDAQ:HQY opened at $88.96 on Friday. The business’s 50-day moving average price is $84.54 and its 200 day moving average price is $85.86. The firm has a market cap of $7.44 billion, a P/E ratio of 33.32, a PEG ratio of 1.51 and a beta of 0.21. HealthEquity, Inc. has a 52-week low of $72.76 and a 52-week high of $106.60. The company has a quick ratio of 3.44, a current ratio of 3.44 and a debt-to-equity ratio of 0.46.

HealthEquity (NASDAQ:HQY – Get Free Report) last released its earnings results on Thursday, May 28th. The company reported $1.24 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.11 by $0.13. HealthEquity had a return on equity of 14.75% and a net margin of 17.25%.The firm had revenue of $354.64 million for the quarter, compared to analyst estimates of $352.02 million. HealthEquity’s revenue was up 7.2% on a year-over-year basis. HealthEquity has set its FY 2027 guidance at 2.880-2.950 EPS. As a group, sell-side analysts predict that HealthEquity, Inc. will post 3.92 earnings per share for the current fiscal year.

Insider Activity

In other news, EVP Delano Ladd sold 7,500 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $90.00, for a total transaction of $675,000.00. Following the completion of the transaction, the executive vice president owned 91,141 shares in the company, valued at approximately $8,202,690. This trade represents a 7.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael Henry Fiore sold 3,142 shares of the firm’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $95.00, for a total transaction of $298,490.00. Following the transaction, the executive vice president owned 59,113 shares of the company’s stock, valued at approximately $5,615,735. This trade represents a 5.05% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 13,081 shares of company stock worth $1,193,000. Corporate insiders own 1.60% of the company’s stock.

About HealthEquity

(Free Report)

HealthEquity, Inc (NASDAQ: HQY) is a leading administrator of consumer-directed health accounts and related benefit solutions in the United States. Founded in 2002 and headquartered in Draper, Utah, the company specializes in health savings accounts (HSAs) and offers complementary services such as flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), COBRA administration and commuter benefits. Through its technology-driven platform, HealthEquity enables employers, health plans and individuals to streamline account management, improve cost transparency and encourage more informed healthcare spending.

Serving millions of members across all 50 states, HealthEquity leverages an open-architecture ecosystem that integrates with health plans, payroll providers and financial institutions.