WINTON GROUP Ltd Invests $4.64 Million in HealthEquity, Inc. $HQY

Posted by Stanley Muller on Sep 11th, 2026

WINTON GROUP Ltd purchased a new position in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 51,336 shares of the company’s stock, valued at approximately $4,637,000.

A number of other hedge funds have also bought and sold shares of HQY. Acumen Wealth Advisors LLC bought a new stake in HealthEquity in the fourth quarter valued at about $27,000. Caitong International Asset Management Co. Ltd lifted its holdings 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 worth $28,000 after buying an additional 293 shares during the last quarter. Aster Capital Management DIFC Ltd bought a new position in HealthEquity during the 4th quarter worth approximately $28,000. Leonteq Securities AG grew its position in shares of HealthEquity by 159.9% in the 1st quarter. Leonteq Securities AG now owns 382 shares of the company’s stock worth $32,000 after acquiring an additional 235 shares in the last quarter. Finally, Axiom Investment Management LLC acquired a new position in shares of HealthEquity in the 1st quarter worth approximately $33,000. 99.55% of the stock is currently owned by institutional investors and hedge funds.

HealthEquity Stock Up 2.0%

Shares of HealthEquity stock opened at $94.55 on Friday. The company has a current ratio of 2.99, a quick ratio of 2.99 and a debt-to-equity ratio of 0.47. The business’s 50 day simple moving average is $99.58 and its 200-day simple moving average is $89.18. The stock has a market capitalization of $7.82 billion, a price-to-earnings ratio of 34.13, a PEG ratio of 1.46 and a beta of 0.22. HealthEquity, Inc. has a twelve month low of $72.76 and a twelve month high of $107.62.

HealthEquity (NASDAQ:HQY – Get Free Report) last announced 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. HealthEquity had a return on equity of 15.33% and a net margin of 17.36%.The business had revenue of $350.73 million for the quarter, compared to the consensus estimate of $349.22 million. The business’s revenue for the quarter was up 95.5% on a year-over-year basis. HealthEquity has set its FY 2027 guidance at 4.660-4.730 EPS. Equities research analysts forecast that HealthEquity, Inc. will post 3.93 earnings per share for the current year.

Analyst Ratings Changes

Several research firms recently issued reports on HQY. Raymond James Financial reissued a “strong-buy” rating on shares of HealthEquity in a research report on Thursday, September 3rd. Wells Fargo & Company set a $111.00 price objective on shares of HealthEquity in a report on Monday, June 1st. KeyCorp reiterated an “overweight” rating on shares of HealthEquity in a research note on Tuesday, May 26th. Wall Street Zen cut shares of HealthEquity from a “buy” rating to a “hold” rating in a report on Saturday, September 5th. Finally, Citizens Jmp raised their price target 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. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $111.87.

Read Our Latest Report on HQY

Insiders Place Their Bets

In other HealthEquity news, EVP Michael Fiore sold 2,354 shares of the firm’s stock in a transaction on Friday, July 10th. The stock was sold at an average price of $95.00, for a total value of $223,630.00. Following the sale, the executive vice president directly owned 52,244 shares in the company, valued at approximately $4,963,180. This trade represents a 4.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Adrian Dillon sold 7,632 shares of the business’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $104.61, for a total transaction of $798,383.52. Following the transaction, the director directly owned 62,395 shares of the company’s stock, valued at approximately $6,527,140.95. This trade represents a 10.90% decrease in their position. 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 12,456 shares of company stock worth $1,256,664 over the last quarter. 1.60% of the stock is currently owned by company insiders.

HealthEquity Profile

(Free Report)

HealthEquity, Inc provides technology-enabled services for consumer-directed benefits and healthcare savings accounts. The company helps employers, benefits advisors and individuals manage tax-advantaged accounts, including health savings accounts (HSAs), flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), commuter benefits and other employee benefit programs.

Its offerings include account administration, payment cards, reimbursement services, benefits communication, compliance support, healthcare spending tools and investment options for eligible HSA funds.