Jupiter Asset Management Ltd. Has $1.07 Million Stock Position in HealthEquity, Inc. $HQY

Jupiter Asset Management Ltd. raised its holdings in HealthEquity, Inc. (NASDAQ:HQY) by 100.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 11,705 shares of the company’s stock after buying an additional 5,869 shares during the quarter. Jupiter Asset Management Ltd.’s holdings in HealthEquity were worth $1,072,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Torren Management LLC acquired a new stake in shares of HealthEquity during the 4th quarter worth approximately $40,000. AlphaQuest LLC grew its holdings in shares of HealthEquity by 52.2% during the 3rd quarter. AlphaQuest LLC now owns 624 shares of the company’s stock worth $59,000 after purchasing an additional 214 shares in the last quarter. Larson Financial Group LLC grew its holdings in shares of HealthEquity by 24.4% during the 3rd quarter. Larson Financial Group LLC now owns 628 shares of the company’s stock worth $60,000 after purchasing an additional 123 shares in the last quarter. Allworth Financial LP grew its holdings in shares of HealthEquity by 88.3% during the 4th quarter. Allworth Financial LP now owns 706 shares of the company’s stock worth $65,000 after purchasing an additional 331 shares in the last quarter. Finally, Beck Bode LLC acquired a new stake in shares of HealthEquity during the 4th quarter worth approximately $68,000. Institutional investors and hedge funds own 99.55% of the company’s stock.

HealthEquity Price Performance

HealthEquity stock opened at $87.99 on Friday. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.27 and a quick ratio of 3.27. The company has a market capitalization of $7.38 billion, a PE ratio of 32.96, a price-to-earnings-growth ratio of 1.60 and a beta of 0.19. HealthEquity, Inc. has a one year low of $72.76 and a one year high of $116.65. The business has a 50 day simple moving average of $83.44 and a 200 day simple moving average of $86.77.

HealthEquity (NASDAQ:HQY) last posted its earnings results on Thursday, May 28th. The company reported $1.24 EPS for the quarter, topping the consensus estimate of $1.11 by $0.13. The business had revenue of $354.64 million during the quarter, compared to the consensus estimate of $352.02 million. HealthEquity had a return on equity of 14.61% and a net margin of 17.25%.The business’s revenue for the quarter was up 7.2% compared to the same quarter last year. HealthEquity has set its FY 2027 guidance at 2.880-2.950 EPS. On average, sell-side analysts forecast that HealthEquity, Inc. will post 3.84 EPS for the current fiscal year.

Wall Street Analyst Weigh In

HQY has been the topic of several recent research reports. BMO Capital Markets raised HealthEquity from a “market perform” rating to an “outperform” rating and lifted their price objective for the stock from $85.00 to $105.00 in a report on Thursday, April 9th. Deutsche Bank Aktiengesellschaft lifted their price objective on HealthEquity from $120.00 to $128.00 and gave the stock a “buy” rating in a report on Thursday, March 19th. BTIG Research decreased their price objective on HealthEquity from $130.00 to $110.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Raymond James Financial set a $100.00 price objective on HealthEquity in a report on Tuesday, February 17th. Finally, Barclays decreased their price objective on HealthEquity from $118.00 to $110.00 and set an “overweight” rating on the stock in a report on Wednesday, February 18th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $112.36.

HealthEquity News Roundup

Here are the key news stories impacting HealthEquity this week:

• Positive Sentiment: HealthEquity beat Q1 FY27 expectations, reporting $1.24 EPS on $354.6 million in revenue, with revenue up 7.2% year over year and net income up 29%; the company also raised its full-year outlook. HealthEquity Reports First Quarter Ended April 30, 2026 Financial Results; Raises Guidance
• Positive Sentiment: The company expanded its share repurchase authorization by $1 billion, which can support per-share earnings and signals confidence in future cash generation. HealthEquity outlines fiscal 2027 revenue of $1.41B-$1.42B while expanding share repurchase authorization by $1B
• Positive Sentiment: Royal Bank of Canada raised its price target on HealthEquity to $108 from $100 and reiterated an outperform rating, implying further upside from current levels. Benzinga
• Neutral Sentiment: Earnings call coverage and transcript articles highlighted management commentary, but did not add materially new investor information beyond the reported results and guidance. HealthEquity, Inc. (HQY) Q1 2027 Earnings Call Transcript
• Neutral Sentiment: Short-interest data showed no meaningful change to the stock’s trading backdrop. HealthEquity (NASDAQ:HQY) – Get Free Report

HealthEquity Company Profile

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.