HealthEquity, Inc. $HQY Stock: One Way Holdings LLC Lowers Holdings

Posted by Francis Steltz on Nov 2nd, 2026

One Way Holdings LLC decreased its stake in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 6.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 128,873 shares of the company’s stock after selling 8,219 shares during the period. One Way Holdings LLC’s holdings in HealthEquity were worth $11,400,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Signaturefd LLC grew its position in HealthEquity by 11.7% in the 3rd quarter. Signaturefd LLC now owns 1,359 shares of the company’s stock worth $120,000 after purchasing an additional 142 shares during the last quarter. GAMMA Investing LLC increased its holdings in shares of HealthEquity by 12.0% during the 3rd quarter. GAMMA Investing LLC now owns 1,479 shares of the company’s stock worth $131,000 after purchasing an additional 158 shares during the period. State of Wyoming raised its position in shares of HealthEquity by 4.3% during the third quarter. State of Wyoming now owns 4,350 shares of the company’s stock valued at $385,000 after buying an additional 181 shares during the last quarter. Cim Investment Management Inc. raised its position in shares of HealthEquity by 5.0% during the second quarter. Cim Investment Management Inc. now owns 4,007 shares of the company’s stock valued at $362,000 after buying an additional 191 shares during the last quarter. Finally, State of Michigan Retirement System raised its position in shares of HealthEquity by 1.0% during the first quarter. State of Michigan Retirement System now owns 20,522 shares of the company’s stock valued at $1,715,000 after buying an additional 200 shares during the last quarter. Institutional investors own 99.55% of the company’s stock.

Analyst Upgrades and Downgrades

HQY has been the topic of a number of recent research reports. Weiss Ratings raised HealthEquity from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, October 16th. Wall Street Zen upgraded HealthEquity from a “hold” rating to a “buy” rating in a research note on Saturday, October 10th. Deutsche Bank Aktiengesellschaft upped their price target on HealthEquity from $135.00 to $142.00 and gave the company a “buy” rating in a report on Monday, August 31st. BMO Capital Markets raised their price objective on HealthEquity from $105.00 to $125.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 21st. Finally, Barclays lifted their price objective on HealthEquity from $110.00 to $115.00 and gave the stock an “overweight” rating in a report on Friday, September 18th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, HealthEquity presently has a consensus rating of “Moderate Buy” and an average price target of $113.53.

Read Our Latest Stock Report on HQY

Insider Activity at HealthEquity

In related news, Director Adrian Dillon sold 7,632 shares of the business’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $104.61, for a total value of $798,383.52. Following the sale, the director owned 62,395 shares of the company’s stock, valued at $6,527,140.95. The trade was a 10.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.60% of the stock is owned by company insiders.

HealthEquity Price Performance

Shares of HealthEquity stock opened at $102.47 on Monday. The firm has a market cap of $8.48 billion, a P/E ratio of 36.99, a price-to-earnings-growth ratio of 1.62 and a beta of 0.22. The firm’s 50-day simple moving average is $95.37 and its 200-day simple moving average is $89.04. HealthEquity, Inc. has a twelve month low of $72.76 and a twelve month high of $107.62. The company has a debt-to-equity ratio of 0.47, a quick ratio of 2.99 and a current ratio of 2.99.

HealthEquity (NASDAQ:HQY – Get Free Report) last posted its quarterly earnings results on Thursday, August 27th. The company reported $1.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.19 by $0.05. The firm had revenue of $350.73 million during the quarter, compared to analyst estimates of $349.22 million. HealthEquity had a net margin of 17.36% and a return on equity of 15.33%. The company’s revenue for the quarter was up 95.5% compared to the same quarter last year. HealthEquity has set its FY 2027 guidance at 4.660-4.730 EPS. As a group, research analysts expect that HealthEquity, Inc. will post 3.94 EPS for the current fiscal year.

HealthEquity Company Profile

(Free Report)

HealthEquity, Inc provides technology-enabled benefits administration and financial services that help employers and individuals manage tax-advantaged healthcare accounts. The company’s offerings include health savings accounts (HSAs), flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), and other consumer-directed benefits.

In addition to account administration, HealthEquity provides payment cards, investment options for eligible account holders, employee engagement tools, and digital platforms for managing healthcare benefits.