Maridea Wealth Management LLC Invests $2.75 Million in HealthEquity, Inc. $HQY

Posted by Brian Himes on Aug 16th, 2026

Maridea Wealth Management LLC purchased a new stake in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) during the second quarter, HoldingsChannel.com reports. The institutional investor purchased 30,479 shares of the company’s stock, valued at approximately $2,753,000.

Other institutional investors also recently modified their holdings of the company. Acumen Wealth Advisors LLC bought a new stake in HealthEquity in the 4th quarter worth about $27,000. Caitong International Asset Management Co. Ltd lifted its stake in HealthEquity by 1,723.5% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 310 shares of the company’s stock valued at $28,000 after acquiring an additional 293 shares during the period. Aster Capital Management DIFC Ltd bought a new position in HealthEquity during the 4th quarter valued at about $28,000. Leonteq Securities AG lifted its stake in HealthEquity by 159.9% during the 1st quarter. Leonteq Securities AG now owns 382 shares of the company’s stock valued at $32,000 after acquiring an additional 235 shares during the period. Finally, Axiom Investment Management LLC purchased a new stake in shares of HealthEquity during the 1st quarter valued at about $33,000. 99.55% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently commented on HQY shares. KeyCorp reiterated an “overweight” rating on shares of HealthEquity in a research note on Tuesday, May 26th. Citigroup restated a “market outperform” rating on shares of HealthEquity in a report on Monday, June 1st. Wall Street Zen downgraded shares of HealthEquity from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. Royal Bank Of Canada boosted their target price on shares of HealthEquity from $100.00 to $108.00 and gave the company an “outperform” rating in a research note on Wednesday, June 3rd. Finally, Barrington Research reiterated an “outperform” rating and set a $110.00 target price on shares of HealthEquity in a research note on Friday, May 22nd. Eleven investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, HealthEquity presently has a consensus rating of “Moderate Buy” and a consensus price target of $110.93.

Get Our Latest Report on HealthEquity

HealthEquity Trading Down 0.8%

Shares of NASDAQ:HQY opened at $104.73 on Friday. The stock’s 50-day simple moving average is $95.15 and its two-hundred day simple moving average is $86.51. The stock has a market capitalization of $8.76 billion, a price-to-earnings ratio of 39.22, a PEG ratio of 1.76 and a beta of 0.21. HealthEquity, Inc. has a 52-week low of $72.76 and a 52-week high of $107.62. The company has a debt-to-equity ratio of 0.46, a quick ratio of 3.44 and a current ratio of 3.44.

HealthEquity (NASDAQ:HQY – Get Free Report) last released its quarterly earnings results on Thursday, May 28th. The company reported $1.24 EPS for the quarter, beating the consensus estimate of $1.11 by $0.13. HealthEquity had a net margin of 17.25% and a return on equity of 14.75%. The firm had revenue of $354.64 million during the quarter, compared to analyst estimates of $352.02 million. The company’s 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. Analysts expect that HealthEquity, Inc. will post 3.92 EPS for the current year.

Insider Buying and Selling at HealthEquity

In other HealthEquity news, EVP Michael Henry Fiore sold 2,354 shares of the company’s stock in a transaction that occurred on Friday, July 10th. The shares were sold at an average price of $95.00, for a total transaction of $223,630.00. Following the completion of the sale, the executive vice president directly owned 52,244 shares of the company’s stock, valued at approximately $4,963,180. This represents a 4.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through 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 HealthEquity 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 transaction, the executive vice president owned 91,141 shares in the company, valued at $8,202,690. This represents a 7.60% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 17,905 shares of company stock valued at $1,651,280. Insiders own 1.60% of the company’s stock.

HealthEquity Profile

(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.