99.89
1.01 (1.02%)
| Previous Close | 98.88 |
| Open | 99.36 |
| Volume | 366,354 |
| Avg. Volume (3M) | 881,995 |
| Market Cap | 8,638,022,656 |
| Price / Earnings (TTM) | 60.54 |
| Price / Earnings (Forward) | 23.64 |
| Price / Sales | 7.33 |
| Price / Book | 4.21 |
| 52 Weeks Range | |
| Earnings Date | 3 Dec 2025 |
| Profit Margin | 9.80% |
| Operating Margin (TTM) | 25.50% |
| Diluted EPS (TTM) | 1.37 |
| Quarterly Revenue Growth (YOY) | 15.00% |
| Quarterly Earnings Growth (YOY) | 87.10% |
| Total Debt/Equity (MRQ) | 52.11% |
| Current Ratio (MRQ) | 4.06 |
| Operating Cash Flow (TTM) | 339.16 M |
| Levered Free Cash Flow (TTM) | 96.00 M |
| Return on Assets (TTM) | 4.57% |
| Return on Equity (TTM) | 5.77% |
Market Trend
| Short Term | Medium Term | ||
| Industry | Health Information Services (US) | Mixed | Mixed |
| Health Information Services (Global) | Mixed | Mixed | |
| Stock | HealthEquity, Inc. | Bearish | Bearish |
AIStockmoo Score
| Analyst Consensus | 2.0 |
| Insider Activity | -1.5 |
| Price Volatility | 2.0 |
| Technical Moving Averages | 0.0 |
| Technical Oscillators | 2.0 |
| Average | 0.90 |
|
HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. It provides payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice to grow their tax-advantaged healthcare savings. It manages consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and administers Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It also provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States. |
|
| Sector | Healthcare |
| Industry | Health Information Services |
| Investment Style | Small Growth |
| % Held by Insiders | 2.19% |
| % Held by Institutions | 108.55% |
Ownership
| Name | Date | Shares Held |
|---|---|---|
| Wasatch Advisors Lp | 30 Sep 2025 | 6,307,675 |
| Westfield Capital Management Co Lp | 30 Sep 2025 | 1,716,658 |
| Brown Advisory Inc | 30 Sep 2025 | 1,605,273 |
| Clearbridge Investments, Llc | 30 Sep 2025 | 1,359,832 |
| 52 Weeks Range | ||
| Price Target Range | ||
| High | 134.00 (Jefferies, 34.15%) | Buy |
| Median | 122.50 (22.64%) | |
| Low | 100.00 (BMO Capital, 0.11%) | Hold |
| Average | 119.17 (19.30%) | |
| Total | 5 Buy, 1 Hold | |
| Avg. Price @ Call | 95.63 | |
| Firm | Date | Target Price | Call | Price @ Call |
|---|---|---|---|---|
| BMO Capital | 13 Nov 2025 | 100.00 (0.11%) | Hold | 99.50 |
| Keybanc | 08 Oct 2025 | 120.00 (20.13%) | Buy | 92.09 |
| Barrington Research | 03 Sep 2025 | 125.00 (25.14%) | Buy | 95.54 |
| JP Morgan | 03 Sep 2025 | 126.00 (26.14%) | Buy | 95.54 |
| Jefferies | 03 Sep 2025 | 134.00 (34.15%) | Buy | 95.54 |
| RBC Capital | 03 Sep 2025 | 110.00 (10.12%) | Buy | 95.54 |
| Name | Avg. Buy ($) | Avg. Sell ($) | Net Quantity | Net Value ($) |
|---|---|---|---|---|
| LADD DELANO | - | 100.73 | -1,500 | -151,095 |
| Aggregate Net Quantity | -1,500 | |||
| Aggregate Net Value ($) | -151,095 | |||
| Aggregate Avg. Buy ($) | - | |||
| Aggregate Avg. Sell ($) | 100.73 | |||
| Name | Holder | Date | Type | Quantity | Price | Value ($) |
|---|---|---|---|---|---|---|
| LADD DELANO | Officer | 20 Nov 2025 | Automatic sell (-) | 1,500 | 100.73 | 151,095 |
| Date | Type | Details |
|---|---|---|
| 13 Nov 2025 | Announcement | HealthEquity to Enhance Member Experience with Agentic AI |
| 05 Nov 2025 | Announcement | HealthEquity Announces Third Quarter Earnings Date |
| 14 Oct 2025 | Announcement | HealthEquity Introduces GLP-1 Telehealth and Direct HSA Enrollment Platforms |
| 25 Sep 2025 | Announcement | HealthEquity Strengthens Executive Leadership Team with Strategic Appointments to Drive Growth and Innovation |
The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.
Portfolio
| Realized Profit | - |
| Unrealized Profit | - |
| Dividend Received 2025 | - |
| Total Profit | - |
| Avg. Return | - |
| Quantity (Buy) | - |
| Avg. Price (Buy) | - |
| Quantity (Sold) | - |
| Avg. Price (Sold) | - |