Q1 EPS Estimates for HealthEquity Reduced by Zacks Research

HealthEquity, Inc. (NASDAQ:HQY) – Equities researchers at Zacks Research reduced their Q1 2026 earnings estimates for shares of HealthEquity in a research note issued on Tuesday, April 15th. Zacks Research analyst R. Department now expects that the company will post earnings of $0.60 per share for the quarter, down from their previous estimate of $0.63. The consensus estimate for HealthEquity’s current full-year earnings is $2.32 per share. Zacks Research also issued estimates for HealthEquity’s Q2 2026 earnings at $0.69 EPS, FY2026 earnings at $2.86 EPS, Q2 2027 earnings at $0.93 EPS, Q3 2027 earnings at $0.92 EPS, Q4 2027 earnings at $1.02 EPS and FY2027 earnings at $3.63 EPS.

A number of other brokerages have also recently commented on HQY. Wells Fargo & Company raised their price objective on shares of HealthEquity from $110.00 to $125.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 26th. Raymond James upgraded HealthEquity from an “outperform” rating to a “strong-buy” rating and dropped their target price for the company from $120.00 to $115.00 in a research report on Tuesday, March 25th. The Goldman Sachs Group reduced their price objective on shares of HealthEquity from $107.00 to $94.00 and set a “neutral” rating for the company in a research report on Thursday, March 27th. KeyCorp decreased their target price on HealthEquity from $110.00 to $100.00 and set an “overweight” rating on the stock in a research report on Wednesday. Finally, Barrington Research reaffirmed an “outperform” rating and set a $112.00 price objective on shares of HealthEquity in a research note on Friday, April 11th. One analyst has rated the stock with a hold rating, ten have assigned a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat, the company has an average rating of “Buy” and an average target price of $111.75.

HealthEquity Trading Up 2.5 %

Shares of HealthEquity stock opened at $84.52 on Thursday. The stock has a market cap of $7.31 billion, a PE ratio of 77.54, a price-to-earnings-growth ratio of 1.60 and a beta of 0.49. The firm has a fifty day moving average price of $94.78 and a 200 day moving average price of $96.30. HealthEquity has a 1 year low of $65.01 and a 1 year high of $115.59. The company has a debt-to-equity ratio of 0.51, a current ratio of 3.20 and a quick ratio of 3.20.

Insiders Place Their Bets

In other news, Director Robert W. Selander sold 5,750 shares of the firm’s stock in a transaction dated Wednesday, April 9th. The stock was sold at an average price of $77.65, for a total transaction of $446,487.50. Following the sale, the director now owns 84,969 shares of the company’s stock, valued at approximately $6,597,842.85. This trade represents a 6.34 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Michael Henry Fiore sold 8,881 shares of the company’s stock in a transaction that occurred on Friday, April 4th. The shares were sold at an average price of $78.26, for a total value of $695,027.06. Following the completion of the transaction, the executive vice president now directly owns 56,655 shares of the company’s stock, valued at $4,433,820.30. This trade represents a 13.55 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 20,381 shares of company stock worth $1,781,432 in the last 90 days. Corporate insiders own 2.20% of the company’s stock.

Institutional Trading of HealthEquity

A number of hedge funds and other institutional investors have recently made changes to their positions in HQY. Janney Montgomery Scott LLC lifted its stake in HealthEquity by 17.3% in the first quarter. Janney Montgomery Scott LLC now owns 6,276 shares of the company’s stock valued at $555,000 after buying an additional 924 shares during the last quarter. Vaughan Nelson Investment Management L.P. raised its position in HealthEquity by 10.1% in the 1st quarter. Vaughan Nelson Investment Management L.P. now owns 835,413 shares of the company’s stock valued at $73,826,000 after purchasing an additional 76,950 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in HealthEquity by 24.7% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 6,380 shares of the company’s stock worth $564,000 after purchasing an additional 1,265 shares during the period. Aubrey Capital Management Ltd acquired a new stake in HealthEquity during the 1st quarter worth $2,298,000. Finally, Fifth Third Bancorp grew its position in HealthEquity by 17.5% during the 1st quarter. Fifth Third Bancorp now owns 955 shares of the company’s stock worth $84,000 after purchasing an additional 142 shares during the last quarter. Institutional investors and hedge funds own 99.55% of the company’s stock.

About HealthEquity

HealthEquity, Inc provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, receive personalized benefit information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts.