Keebeck Wealth Management Invests $457,000 in HealthEquity, Inc. $HQY

Posted by George Bondi on Aug 22nd, 2026

Keebeck Wealth Management acquired a new position in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 5,061 shares of the company’s stock, valued at approximately $457,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. BlackRock Inc. bought a new stake in HealthEquity in the 2nd quarter valued at approximately $1,018,621,000. William Blair Investment Management LLC acquired a new position in HealthEquity during the 4th quarter worth approximately $169,956,000. Wasatch Advisors LP grew its stake in shares of HealthEquity by 10.5% during the 2nd quarter. Wasatch Advisors LP now owns 7,960,735 shares of the company’s stock worth $719,014,000 after acquiring an additional 757,801 shares in the last quarter. Norges Bank bought a new position in shares of HealthEquity during the 4th quarter worth approximately $66,927,000. Finally, Bank of New York Mellon Corp acquired a new stake in shares of HealthEquity in the second quarter valued at approximately $60,177,000. Institutional investors and hedge funds own 99.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on HQY shares. Citizens Jmp boosted their price objective on shares of HealthEquity from $110.00 to $111.00 and gave the stock a “market outperform” rating in a research report on Monday, June 1st. KeyCorp reaffirmed an “overweight” rating on shares of HealthEquity in a research report on Tuesday, May 26th. Weiss Ratings upgraded shares of HealthEquity from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, June 5th. BTIG Research boosted their price target on shares of HealthEquity from $110.00 to $115.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. Finally, Wall Street Zen upgraded shares of HealthEquity from a “hold” rating to a “buy” rating in a research note on Saturday. Eleven equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $110.93.

Get Our Latest Stock Report on HQY

HealthEquity Stock Up 1.1%

NASDAQ:HQY opened at $105.41 on Friday. The firm has a market capitalization of $8.81 billion, a price-to-earnings ratio of 39.48, a price-to-earnings-growth ratio of 1.75 and a beta of 0.21. HealthEquity, Inc. has a twelve month low of $72.76 and a twelve month high of $107.62. The stock’s 50 day moving average price is $96.64 and its two-hundred day moving average price is $87.20. 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 announced 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. The company had revenue of $354.64 million for the quarter, compared to analysts’ expectations of $352.02 million. HealthEquity had a return on equity of 14.75% and a net margin of 17.25%.The business’s quarterly revenue was up 7.2% on a year-over-year basis. HealthEquity has set its FY 2027 guidance at 2.880-2.950 EPS. Equities research analysts expect that HealthEquity, Inc. will post 3.92 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director Gayle Furgurson Wellborn sold 2,439 shares of HealthEquity stock in a transaction dated 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 transaction, the director owned 19,733 shares of the company’s stock, valued at $1,775,970. This trade represents a 11.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 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 dated 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 17,905 shares of company stock worth $1,651,280. Insiders own 1.60% of the company’s stock.

HealthEquity Company 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.