Adrian Dillon Sells 7,632 Shares of HealthEquity (NASDAQ:HQY) Stock

27 Aug 2026, 23:09 by Tristan Rich · The Markets Daily

HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) Director Adrian Dillon sold 7,632 shares of the business’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $104.61, for a total value of $798,383.52. Following the completion of the sale, the director owned 62,395 shares of the company’s stock, valued at $6,527,140.95. This trade represents a 10.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

HealthEquity Stock Performance

Shares of HQY stock traded down $11.03 on Thursday, hitting $93.39. 3,219,453 shares of the stock traded hands, compared to its average volume of 960,116. The company’s fifty day moving average is $97.77 and its 200 day moving average is $87.71. HealthEquity, Inc. has a 1-year low of $72.76 and a 1-year high of $107.62. The company has a market capitalization of $7.81 billion, a PE ratio of 34.98, a PEG ratio of 1.77 and a beta of 0.21. The company has a debt-to-equity ratio of 0.46, a current ratio of 3.44 and a quick ratio of 3.44.

HealthEquity (NASDAQ:HQY – Get Free Report) last released its quarterly earnings data on Thursday, August 27th. The company reported $1.24 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.05. HealthEquity had a net margin of 17.25% and a return on equity of 14.75%. The firm had revenue of $350.73 million during the quarter, compared to the consensus estimate of $349.22 million. The business’s quarterly revenue was up 95.5% on a year-over-year basis. HealthEquity has set its FY 2027 guidance at 4.660-4.730 EPS. On average, equities research analysts predict that HealthEquity, Inc. will post 3.92 earnings per share for the current fiscal year.

Hedge Funds Weigh In On HealthEquity

Several hedge funds and other institutional investors have recently modified their holdings of HQY. Oxbow Advisors LLC bought a new position in HealthEquity during the first quarter valued at about $3,147,000. Deutsche Bank AG bought a new stake in HealthEquity in the second quarter worth about $11,986,000. Maridea Wealth Management LLC bought a new stake in HealthEquity in the second quarter worth about $2,753,000. Westfield Capital Management Co. LP lifted its holdings in HealthEquity by 13.7% in the 4th quarter. Westfield Capital Management Co. LP now owns 1,952,452 shares of the company’s stock valued at $178,864,000 after acquiring an additional 235,794 shares during the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd acquired a new stake in HealthEquity in the 4th quarter valued at about $4,381,000. Institutional investors and hedge funds own 99.55% of the company’s stock.

Trending Headlines about HealthEquity

Here are the key news stories impacting HealthEquity this week:

Positive Sentiment: HealthEquity reported fiscal Q2 adjusted earnings of $1.24 per share, above the $1.19 analyst consensus, while revenue of $350.7 million also exceeded expectations. EPS increased from $1.08 a year earlier. HealthEquity Q2 earnings and revenues top estimates
Positive Sentiment: Profitability strengthened: net income rose 10% to $65.6 million, and adjusted EBITDA increased 11% to $167.0 million. EBITDA margin expanded to 48% from 46% a year earlier. HealthEquity fiscal second-quarter financial results
Positive Sentiment: The company raised fiscal 2027 adjusted EPS guidance to $4.66-$4.73, above the $4.56 consensus estimate. HSA assets reached a record $37.9 billion, supporting future fee and interest revenue potential. HealthEquity raises fiscal 2027 guidance
Neutral Sentiment: Fiscal 2027 revenue guidance was approximately $1.4 billion, generally consistent with analyst expectations. The earnings call provided additional context on operating trends and the outlook. HealthEquity Q2 2027 earnings call transcript
Negative Sentiment: The stock fell in heavy trading after the results, suggesting investors may have expected an even stronger outlook or viewed the revenue forecast as insufficient relative to the earnings beat. HealthEquity’s valuation, at roughly 35 times earnings, may also be increasing sensitivity to guidance and execution.

Analysts Set New Price Targets

HQY has been the subject of a number of recent research reports. Weiss Ratings raised shares of HealthEquity from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, June 5th. BTIG Research raised their target price on shares of HealthEquity from $110.00 to $115.00 and gave the stock a “buy” rating in a report on Friday, July 24th. KeyCorp restated an “overweight” rating on shares of HealthEquity in a research note on Tuesday, May 26th. Wall Street Zen raised HealthEquity from a “hold” rating to a “buy” rating in a report on Saturday, August 22nd. Finally, Royal Bank Of Canada upped their target price on HealthEquity from $100.00 to $108.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. Eleven equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $110.93.

Check Out Our Latest Research Report on HQY

About HealthEquity

(Get Free Report)

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.