Eversept Partners LP Grows Stake in HealthEquity, Inc. $HQY

Eversept Partners LP grew its position in shares of HealthEquity, Inc. (NASDAQ:HQYFree Report) by 254.5% in the fourth quarter, Holdings Channel reports. The firm owned 185,739 shares of the company’s stock after purchasing an additional 133,351 shares during the period. HealthEquity comprises approximately 0.9% of Eversept Partners LP’s holdings, making the stock its 28th biggest position. Eversept Partners LP’s holdings in HealthEquity were worth $17,016,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in HQY. Sivia Capital Partners LLC purchased a new position in shares of HealthEquity during the 2nd quarter valued at $306,000. Arrowstreet Capital Limited Partnership purchased a new position in shares of HealthEquity during the 2nd quarter valued at $4,747,000. Marshall Wace LLP purchased a new position in shares of HealthEquity during the 2nd quarter valued at $5,483,000. Amundi grew its position in shares of HealthEquity by 9.3% during the 2nd quarter. Amundi now owns 30,203 shares of the company’s stock valued at $3,059,000 after purchasing an additional 2,574 shares in the last quarter. Finally, Jump Financial LLC purchased a new position in shares of HealthEquity during the 2nd quarter valued at $449,000. 99.55% of the stock is currently owned by hedge funds and other institutional investors.

HealthEquity Stock Performance

NASDAQ HQY opened at $86.33 on Thursday. HealthEquity, Inc. has a 52-week low of $72.76 and a 52-week high of $106.60. The company has a debt-to-equity ratio of 0.46, a quick ratio of 3.44 and a current ratio of 3.44. The company has a market capitalization of $7.22 billion, a P/E ratio of 32.33, a P/E/G ratio of 1.44 and a beta of 0.21. The company has a fifty day moving average of $84.76 and a 200-day moving average of $85.35.

HealthEquity (NASDAQ:HQYGet Free Report) last posted its quarterly earnings data 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 net margin of 17.25% and a return on equity of 14.75%. The company had revenue of $354.64 million during the quarter, compared to the consensus estimate of $352.02 million. The firm’s quarterly revenue was up 7.2% compared to the same quarter last year. HealthEquity has set its FY 2027 guidance at 2.880-2.950 EPS. As a group, equities research analysts predict that HealthEquity, Inc. will post 3.92 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. Deutsche Bank Aktiengesellschaft boosted their price target on shares of HealthEquity from $120.00 to $128.00 and gave the company a “buy” rating in a research report on Thursday, March 19th. Wells Fargo & Company set a $111.00 price target on shares of HealthEquity in a research report on Monday, June 1st. JPMorgan Chase & Co. dropped their price objective on shares of HealthEquity from $129.00 to $123.00 and set an “overweight” rating for the company in a report on Wednesday, March 18th. KeyCorp reaffirmed an “overweight” rating on shares of HealthEquity in a report on Tuesday, May 26th. Finally, BMO Capital Markets raised shares of HealthEquity from a “market perform” rating to an “outperform” rating and lifted their price objective for the stock from $85.00 to $105.00 in a report on Thursday, April 9th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $110.57.

Read Our Latest Stock Analysis on HQY

Insiders Place Their Bets

In other HealthEquity news, Director Gayle Furgurson Wellborn sold 2,439 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $90.00, for a total value of $219,510.00. Following the completion of the sale, the director directly owned 19,733 shares of the company’s stock, valued at $1,775,970. The trade was a 11.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Delano Ladd sold 7,500 shares of the business’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $90.00, for a total transaction of $675,000.00. Following the completion of the sale, the executive vice president directly owned 91,141 shares of the company’s stock, valued at $8,202,690. This represents a 7.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 13,081 shares of company stock valued at $1,193,000 over the last three months. 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.

See Also

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Institutional Ownership by Quarter for HealthEquity (NASDAQ:HQY)

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