Market Cap | 5.78B | P/E | - | EPS this Y | 37.30% | Ern Qtrly Grth | 238.60% |
Income | 105.67M | Forward P/E | 26.84 | EPS next Y | 19.40% | 50D Avg Chg | 9.00% |
Sales | 1.1B | PEG | 0.98 | EPS past 5Y | 10.18% | 200D Avg Chg | 9.00% |
Dividend | N/A | Price/Book | 3.01 | EPS next 5Y | 26.49% | 52W High Chg | -15.00% |
Recommedations | 1.60 | Quick Ratio | 3.60 | Shares Outstanding | 87.32M | 52W Low Chg | 38.00% |
Insider Own | 2.06% | ROA | 3.40% | Shares Float | 85.84M | Beta | 0.52 |
Inst Own | 102.99% | ROE | 5.15% | Shares Shorted/Prior | 4.28M/4.52M | Price | 67.64 |
Gross Margin | 64.93% | Profit Margin | 9.61% | Avg. Volume | 601,717 | Target Price | 103.92 |
Oper. Margin | 20.24% | Earnings Date | Dec 3 | Volume | 304,787 | Change | 0.09% |
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, receive personalized benefit information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. HealthEquity, Inc. was incorporated in 2002 and is based in Draper, Utah.
Barrington Research | Outperform | Sep 20, 24 |
Barrington Research | Outperform | Sep 4, 24 |
Deutsche Bank | Buy | Sep 4, 24 |
JMP Securities | Market Outperform | Sep 4, 24 |
RBC Capital | Outperform | Sep 4, 24 |
B of A Securities | Buy | Sep 4, 24 |
Barrington Research | Outperform | Aug 30, 24 |
B of A Securities | Buy | Jul 3, 24 |
Wells Fargo | Overweight | Jun 20, 24 |
Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
---|---|---|---|---|---|---|---|---|
Ladd Delano | EVP, GC & CORPORATE.. EVP, GC & CORPORATE SECRETARY | Jan 05 | Sell | 70 | 2,586 | 181,020 | 52,495 | 01/09/24 |
Sacks Ian | - - | Dec 19 | Sell | 63.5 | 45,000 | 2,857,500 | 109,630 | 12/21/23 |
Sacks Ian | - - | Dec 19 | Option | 20.22 | 45,000 | 909,900 | 154,630 | 12/21/23 |
Rosner Elimelech | EVP, CHIEF TECHNOLOG.. EVP, CHIEF TECHNOLOGY OFFICER | Dec 11 | Sell | 70.0863 | 2,017 | 141,364 | 62,898 | 12/13/23 |
Murdock Tyson D. | - - | Oct 13 | Sell | 76.55 | 1,000 | 76,550 | 68,818 | 10/17/23 |
Kessler Jon | PRESIDENT AND CEO PRESIDENT AND CEO | Sep 27 | Sell | 74.95 | 46,818 | 3,509,009 | 09/29/23 | |
Rosner Elimelech | EVP, CHIEF TECHNOLOG.. EVP, CHIEF TECHNOLOGY OFFICER | Sep 22 | Sell | 71.9238 | 1,998 | 143,704 | 66,616 | 09/26/23 |
Corvino Frank | Director Director | Sep 22 | Option | 14 | 3,608 | 50,512 | 12,356 | 09/26/23 |
Corvino Frank | Director Director | Sep 22 | Sell | 72.26 | 5,063 | 365,852 | 7,293 | 09/26/23 |
Trittschuh Larry L | - - | Sep 21 | Sell | 72.43 | 6,419 | 464,928 | 46,210 | 09/25/23 |
Trittschuh Larry L | - - | Sep 21 | Option | 59.63 | 6,419 | 382,765 | 52,629 | 09/25/23 |
Murdock Tyson D. | - - | Sep 07 | Sell | 71.35 | 2,844 | 202,919 | 70,389 | 09/08/23 |
Kessler Jon | PRESIDENT AND CEO PRESIDENT AND CEO | Jun 26 | Sell | 60.69 | 46,818 | 2,841,384 | 18,430 | 06/28/23 |
Rosner Elimelech | EVP, CHIEF TECHNOLOG.. EVP, CHIEF TECHNOLOGY OFFICER | Jun 12 | Sell | 64.2896 | 10,156 | 652,925 | 70,334 | 06/12/23 |
Trittschuh Larry L | EVP CHIEF SECURITY O.. EVP CHIEF SECURITY OFFICER | Oct 13 | Option | 59.63 | 6,419 | 382,765 | 39,487 | 10/17/22 |
Trittschuh Larry L | EVP CHIEF SECURITY O.. EVP CHIEF SECURITY OFFICER | Oct 13 | Sell | 70 | 11,526 | 806,820 | 27,961 | 10/17/22 |
McCowan Debra Charlotte | Director Director | Sep 27 | Sell | 70.9105 | 4,225 | 299,597 | 7,072 | 09/29/22 |
Bloomberg Edward | CHIEF OPERATING OFFI.. CHIEF OPERATING OFFICER | Aug 01 | Sell | 57.63 | 1,000 | 57,630 | 59,850 | 08/03/22 |
Bloomberg Edward | CHIEF OPERATING OFFI.. CHIEF OPERATING OFFICER | Jun 09 | Sell | 63.3060 | 1,500 | 94,959 | 60,850 | 06/13/22 |
Hill Angelique Christine | Exec VP, Operations Exec VP, Operations | Dec 10 | Option | 18.93 | 10,100 | 191,193 | 30,004 | 12/13/21 |
Hill Angelique Christine | Exec VP, Operations Exec VP, Operations | Dec 10 | Sell | 41.1 | 6,297 | 258,807 | 23,707 | 12/13/21 |
MOTT DARCY G | - - | Aug 24 | Sell | 63.01 | 6,000 | 378,060 | 87,052 | 08/24/21 |
MOTT DARCY G | - - | Aug 24 | Option | 14 | 10,000 | 140,000 | 93,052 | 08/24/21 |
MOTT DARCY G | 0 0 | May 21 | Option | 14 | 10,000 | 140,000 | 81,052 | 05/21/21 |
MOTT DARCY G | 0 0 | May 21 | Sell | 77.25 | 6,000 | 463,500 | 75,052 | 05/21/21 |
MOTT DARCY G | 0 0 | Apr 21 | Sell | 70.31 | 6,000 | 421,860 | 71,052 | 04/21/21 |
MOTT DARCY G | 0 0 | Apr 21 | Option | 14 | 10,000 | 140,000 | 77,052 | 04/21/21 |
MOTT DARCY G | Executive VP and CFO Executive VP and CFO | Mar 23 | Option | 14 | 10,000 | 140,000 | 73,884 | 03/23/21 |
MOTT DARCY G | Executive VP and CFO Executive VP and CFO | Mar 23 | Sell | 71.68 | 6,000 | 430,080 | 67,884 | 03/23/21 |
Kessler Jon | President and CEO President and CEO | Jan 27 | Sell | 85.69 | 150,000 | 12,853,500 | 255,715 | 01/27/21 |
Ladd Delano | EVP, Counsel & Secre.. EVP, Counsel & Secretary | Jan 26 | Option | 27.47 | 55,000 | 1,510,850 | 85,211 | 01/26/21 |
Ladd Delano | EVP, Counsel & Secre.. EVP, Counsel & Secretary | Jan 26 | Sell | 84.91 | 55,000 | 4,670,050 | 30,211 | 01/26/21 |
Otten William Robert | Executive VP of Sale.. Executive VP of Sales | Dec 11 | Sell | 65 | 1,925 | 125,125 | 34,309 | 12/11/20 |
Medici Frank | Director Director | Nov 20 | Option | 23.33 | 30,000 | 699,900 | 46,286 | 11/20/20 |
Medici Frank | Director Director | Nov 20 | Sell | 70.06 | 10,148 | 710,969 | 36,138 | 11/20/20 |