HealthEquity
About: 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.
Employees: 3,120
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
62% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 47
40% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 7 (+2) [Q1 2025]
39% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 140
5% more funds holding
Funds holding: 438 [Q4 2024] → 459 (+21) [Q1 2025]
2.22% more ownership
Funds ownership: 104.03% [Q4 2024] → 106.26% (+2.22%) [Q1 2025]
2% less call options, than puts
Call options by funds: $27.5M | Put options by funds: $28M
6% less capital invested
Capital invested by funds: $8.65B [Q4 2024] → $8.1B (-$549M) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Raymond James C. Gregory Peters | 23%upside $120 | Strong Buy Reiterated | 8 Jul 2025 |
Barrington Research Alexander Paris | 28%upside $125 | Outperform Maintained | 5 Jun 2025 |
Deutsche Bank George Hill | 18%upside $115 | Buy Maintained | 5 Jun 2025 |
Goldman Sachs David Roman | 7%upside $104 | Neutral Maintained | 4 Jun 2025 |
RBC Capital Daniel Perlin | 20%upside $117 | Outperform Maintained | 4 Jun 2025 |
Financial journalist opinion
Based on 8 articles about HQY published over the past 30 days
