B. Metzler seel. Sohn & Co. AG Makes New $10.04 Million Investment in HealthEquity, Inc. $HQY

Key Points

• B. Metzler seel. Sohn & Co. AG acquired 111,108 HealthEquity shares during the second quarter, worth approximately $10.04 million and representing 0.13% of the company. Institutional investors collectively own 99.55% of HQY.
• HealthEquity reported quarterly earnings of $1.24 per share, beating estimates of $1.11, while revenue rose 7.2% year over year to $354.64 million. Shares opened at $104.27, near their 52-week high of $107.62.
• Analysts maintain a positive outlook, with an overall “Moderate Buy” rating and an average price target of $110.93; BTIG recently raised its target to $115. Insiders, however, have sold 17,905 shares worth about $1.65 million over the past three months.

B. Metzler seel. Sohn & Co. AG bought a new stake in shares of HealthEquity, Inc. (NASDAQ:HQY - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 111,108 shares of the company's stock, valued at approximately $10,035,000. B. Metzler seel. Sohn & Co. AG owned 0.13% of HealthEquity as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Acumen Wealth Advisors LLC acquired a new stake in HealthEquity in the fourth quarter valued at approximately $27,000. Caitong International Asset Management Co. Ltd raised its stake in shares of 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 period. Aster Capital Management DIFC Ltd acquired a new position in shares of HealthEquity during the 4th quarter worth approximately $28,000. Leonteq Securities AG raised its stake in shares of HealthEquity by 159.9% during the 1st quarter. Leonteq Securities AG now owns 382 shares of the company's stock worth $32,000 after buying an additional 235 shares during the period. Finally, Axiom Investment Management LLC purchased a new position in shares of HealthEquity during the 1st quarter valued at approximately $33,000. Hedge funds and other institutional investors own 99.55% of the company's stock.

HealthEquity Stock Up 0.3%

Shares of HQY opened at $104.27 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 3.44 and a current ratio of 3.44. HealthEquity, Inc. has a one year low of $72.76 and a one year high of $107.62. The stock has a market capitalization of $8.72 billion, a price-to-earnings ratio of 39.05, a PEG ratio of 1.75 and a beta of 0.21. The stock has a 50 day moving average price of $96.30 and a 200 day moving average price of $87.07.

HealthEquity (NASDAQ:HQY - Get Free Report) last announced its quarterly earnings data on Thursday, May 28th. The company reported $1.24 earnings per share for the quarter, beating analysts' consensus estimates of $1.11 by $0.13. HealthEquity had a return on equity of 14.75% and a net margin of 17.25%.The company had revenue of $354.64 million for the quarter, compared to analyst estimates of $352.02 million. The business's revenue was up 7.2% compared to the same quarter last year. HealthEquity has set its FY 2027 guidance at 2.880-2.950 EPS. Equities research analysts forecast that HealthEquity, Inc. will post 3.92 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on HQY shares. Wells Fargo & Company set a $111.00 price target on shares of HealthEquity in a research note on Monday, June 1st. Weiss Ratings raised shares of HealthEquity from a "hold (c)" rating to a "hold (c+)" rating in a report on Friday, June 5th. Barrington Research reaffirmed an "outperform" rating and set a $110.00 price objective on shares of HealthEquity in a report on Friday, May 22nd. Citigroup reiterated a "market outperform" rating on shares of HealthEquity in a research report on Monday, June 1st. Finally, BTIG Research boosted their target price on shares of HealthEquity from $110.00 to $115.00 and gave the stock a "buy" rating in a research note on Friday, July 24th. Eleven analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, HealthEquity currently has an average rating of "Moderate Buy" and an average target price of $110.93.

Insider Transactions at HealthEquity

In related news, EVP Michael Henry Fiore sold 3,142 shares of the company's stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $95.00, for a total transaction of $298,490.00. Following the completion of the sale, the executive vice president owned 59,113 shares of the company's stock, valued at approximately $5,615,735. This represents a 5.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gayle Furgurson Wellborn sold 2,439 shares of the stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $90.00, for a total transaction of $219,510.00. Following the completion of the sale, the director owned 19,733 shares of the company's stock, valued at approximately $1,775,970. The trade was a 11.00% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 17,905 shares of company stock valued at $1,651,280. Corporate insiders own 1.60% of the company's stock.

About HealthEquity

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.

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