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HealthEquity Inc.

NAS: HQY

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HealthEquity Inc.

After Hours

 --Quotes are delayed by 20 min

May 20, 2022, 4:33 p.m.

HQY
/zigman2/quotes/210521638/composite

$

59.23

Change

0.00 0.00%

Volume

Volume 5,917

Quotes are delayed by 20 min

/zigman2/quotes/210521638/composite

Previous close

$ 59.01

$ 59.23

Change

+0.22 +0.37%

Day low

Day high

$57.46

$60.26

Open

52 week low

52 week high

$36.81

$84.78

Open

Company Description

HealthEquity, Inc. provides range of solutions for managing health care accounts. The firm’s offers its solutions for employers, health plans, brokers, consultants and financial advisors. Its services include HAS, FSA, HRA, DCRA, 401(k), Commuter, COBRA and HIA. It also offers products like healthca...

HealthEquity, Inc. provides range of solutions for managing health care accounts. The firm’s offers its solutions for employers, health plans, brokers, consultants and financial advisors. Its services include HAS, FSA, HRA, DCRA, 401(k), Commuter, COBRA and HIA. It also offers products like healthcare saving and spending platform, health savings accounts, investment advisory services, reimbursement arrangements, and healthcare incentives. The company was founded by Stephen D. Neeleman on September 18, 2002 and is headquartered in Draper, UT.

Valuation

Price to Sales Ratio

5.87

Price to Book Ratio

2.42

Price to Cash Flow Ratio

29.54

Enterprise Value to EBITDA

32.02

Enterprise Value to Sales

7.52

Efficiency

Total Asset Turnover

0.26

Liquidity

Current Ratio

2.29

Quick Ratio

2.29

Cash Ratio

1.47

Profitability

Gross Margin

45.06

Operating Margin

5.36

Pretax Margin

-8.82

Net Margin

-5.85

Return on Assets

-1.52

Return on Equity

-2.74

Return on Total Capital

1.53

Capital Structure

Total Debt to Total Assets

32.45

Officers and Executives

Name Age Officer Since Title
Mr. Jon Kessler 52 2009 Executive Chairman
Mr. Ted Bloomberg 43 - Chief Operating Officer & Executive VP
Mr. Tyson Murdock 48 2018 Senior Vice President & Controller
Mr. Elimelech Rosner 64 2022 Chief Technology Officer & Executive VP
Ms. Jody Dietel - 2019 Senior Vice President-Compliance & Regulatory News

Insider Actions

– Purchase – Sale 1 – Number of Transactions
Date Name Shares Transaction Value
04/19/2022 Stephen D. Neeleman
FOUNDER AND VICE CHAIRMAN; Director 		2,000   Gift at $0 per share. 0
04/01/2022 Stephen D. Neeleman
FOUNDER AND VICE CHAIRMAN; Director 		3,434   Derivative/Non-derivative trans. at $67.63 per share. 232,241
04/01/2022 Jon Kessler
President and CEO; Director 		13,667   Derivative/Non-derivative trans. at $67.63 per share. 924,299
04/01/2022 Edward Bloomberg
Chief Operating Officer 		5,962   Derivative/Non-derivative trans. at $67.63 per share. 403,210
04/01/2022 Tyson Murdock
EVP & CFO 		1,025   Derivative/Non-derivative trans. at $67.63 per share. 69,320
04/01/2022 Delano Ladd
EVP, Counsel & Secretary 		2,607   Derivative/Non-derivative trans. at $67.63 per share. 176,311
04/01/2022 Larry Trittschuh
EVP Chief Security Officer 		1,032   Derivative/Non-derivative trans. at $67.63 per share. 69,794
03/31/2022 Edward Bloomberg
Chief Operating Officer 		1,028   Derivative/Non-derivative trans. at $67.48 per share. 69,369
03/31/2022 Tyson Murdock
EVP & CFO 		644   Derivative/Non-derivative trans. at $67.48 per share. 43,457
03/31/2022 Delano Ladd
EVP, Counsel & Secretary 		405   Derivative/Non-derivative trans. at $67.48 per share. 27,329
03/31/2022 Larry Trittschuh
EVP Chief Security Officer 		524   Derivative/Non-derivative trans. at $67.48 per share. 35,359
03/30/2022 Jon Kessler
President and CEO; Director 		31,788   Award at $0 per share. 0
03/30/2022 Edward Bloomberg
Chief Operating Officer 		22,305   Award at $0 per share. 0
03/30/2022 Edward Bloomberg
Chief Operating Officer 		13,906   Award at $0 per share. 0
03/30/2022 Eli Rosner
EVP, Chief Technology Officer 		59,480   Award at $0 per share. 0
03/30/2022 Tyson Murdock
EVP & CFO 		20,446   Award at $0 per share. 0
03/30/2022 Delano Ladd
EVP, Counsel & Secretary 		8,922   Award at $0 per share. 0
03/30/2022 Delano Ladd
EVP, Counsel & Secretary 		7,152   Award at $0 per share. 0
03/30/2022 Larry Trittschuh
EVP Chief Security Officer 		13,011   Award at $0 per share. 0
03/30/2022 Larry Trittschuh
EVP Chief Security Officer 		1,987   Award at $0 per share. 0
03/29/2022 Tyson Murdock
EVP & CFO 		591   Derivative/Non-derivative trans. at $66.33 per share. 39,201
03/29/2022 Tyson Murdock
EVP & CFO 		556   Derivative/Non-derivative trans. at $66.33 per share. 36,879
03/29/2022 Delano Ladd
EVP, Counsel & Secretary 		353   Derivative/Non-derivative trans. at $66.33 per share. 23,414
03/29/2022 Delano Ladd
EVP, Counsel & Secretary 		275   Derivative/Non-derivative trans. at $66.33 per share. 18,240
03/29/2022 Larry Trittschuh
EVP Chief Security Officer 		99   Derivative/Non-derivative trans. at $66.33 per share. 6,566
02/01/2022 Ian R. Sacks
Director 		1,073   Award at $0 per share. 0
02/01/2022 Ian R. Sacks
Director 		1,455   Award at $0 per share. 0
02/01/2022 Ian R. Sacks
Director 		1,073   Award at $0 per share. 0
02/01/2022 Ian R. Sacks
Director 		727   Award at $0 per share. 0
02/01/2022 Adrian T. Dillon
Director 		1,819   Award at $0 per share. 0
02/01/2022 Adrian T. Dillon
Director 		1,455   Award at $0 per share. 0
02/01/2022 Adrian T. Dillon
Director 		1,819   Award at $0 per share. 0
02/01/2022 Adrian T. Dillon
Director 		727   Award at $0 per share. 0
02/01/2022 Robert W. Selander
Director 		1,455   Award at $0 per share. 0
02/01/2022 Robert W. Selander
Director 		727   Award at $0 per share. 0
02/01/2022 Stuart Blain Parker
Director 		1,212   Award at $0 per share. 0
02/01/2022 Stuart Blain Parker
Director 		1,455   Award at $0 per share. 0
02/01/2022 Stuart Blain Parker
Director 		1,212   Award at $0 per share. 0
02/01/2022 Stuart Blain Parker
Director 		727   Award at $0 per share. 0
02/01/2022 Evelyn S. Dilsaver
Director 		1,455   Award at $0 per share. 0
02/01/2022 Evelyn S. Dilsaver
Director 		727   Award at $0 per share. 0
02/01/2022 Gayle Wellborn
Director 		1,455   Award at $0 per share. 0
02/01/2022 Gayle Wellborn
Director 		727   Award at $0 per share. 0
02/01/2022 Debra McCowan
Director 		1,399   Award at $0 per share. 0
02/01/2022 Debra McCowan
Director 		1,455   Award at $0 per share. 0
02/01/2022 Debra McCowan
Director 		1,399   Award at $0 per share. 0
02/01/2022 Debra McCowan
Director 		727   Award at $0 per share. 0
02/01/2022 Frank A. Corvino
Director 		1,455   Award at $0 per share. 0
02/01/2022 Frank A. Corvino
Director 		727   Award at $0 per share. 0
01/12/2022 Jon Kessler
President and CEO; Director 		4,424   0
01/12/2022 Jon Kessler
President and CEO; Director 		4,424   0
12/17/2021 Larry Trittschuh
EVP Chief Security Officer 		773   Derivative/Non-derivative trans. at $40.26 per share. 31,120
12/15/2021 Evelyn S. Dilsaver
Director 		5,018   Acquisition at $39.79 per share. 199,666
12/14/2021 Adrian T. Dillon
Director 		12,375   Acquisition at $40.47 per share. 500,816
/news/latest/company/us/hqy

MarketWatch News on HQY

  1. HealthEquity stock price target raised to $62 from $52 at Deutsche Bank

    9:06 a.m. Feb. 24, 2022

    - Tomi Kilgore

  4. HealthEquity downgraded to outperform from strong buy at Raymond James

    9:03 a.m. Dec. 7, 2021

    - Tomi Kilgore

  5. HealthEquity stock price target cut to $75 from $92 at Deutsche Bank

    7:15 a.m. Sept. 21, 2021

    - Tomi Kilgore

  6. HealthEquity stock price target raised to $72 from $61 at J.P. Morgan

    8:16 a.m. Dec. 8, 2020

    - Tomi Kilgore

  7. HealthEquity downgraded to sector weight from overweight at KeyBanc Capital

    6:58 a.m. Dec. 2, 2020

    - Tomi Kilgore

  8. HealthEquity stock price target cut to $75 from $90 at Raymond James

    7:57 a.m. April 8, 2020

    - Tomi Kilgore

  9. HealthEquity price target upped to $68 from $55 at SunTrust

    7:26 a.m. March 26, 2020

    - Emily Bary

  11. HealthEquity stock price target cut to $65 from $86 at KeyBanc Capital

    6:18 a.m. March 17, 2020

    - Tomi Kilgore

  12. Small-Cap ‘Darlings’ Are Perking Up in 2020

    11:47 a.m. Jan. 21, 2020

    - Barron's Online

  13. Here’s how Wall Street’s favorite stock picks turned out in 2019

    10:48 a.m. Dec. 21, 2019

    - Philip van Doorn

  14. HealthEquity stock price target raised to $77 from $70 at KeyBanc Capital

    9:09 a.m. Dec. 4, 2019

    - Tomi Kilgore

  15. Funds’ Most Loved – and Hated – Small-Cap Stocks

    9:04 a.m. Sept. 17, 2019

    - Barron's Online

  16. HealthEquity stock price target cut to $76 from $98 at Oppenheimer

    7:57 a.m. Sept. 4, 2019

    - Tomi Kilgore

  18. HealthEquity upgraded to buy from neutral at BofA Merrill Lynch

    11:09 a.m. July 19, 2019

    - Tomi Kilgore

  19. HealthEquity stock price target raised to $90 from $75 at BofA Merrill Lynch

    11:09 a.m. July 19, 2019

    - Tomi Kilgore

  20. HealthEquity stock price target raised to $90 from $85 at Raymond James

    8:13 a.m. July 19, 2019

    - Tomi Kilgore

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/news/nonmarketwatch/company/us/hqy

Other News on HQY

  3. Top 5 1st Quarter Trades of Nicholas Investment Partners, LP

    7:00 p.m. May 10, 2022

    - GuruFocus.com

  4. Top 5 1st Quarter Trades of Sectoral Asset Management Inc

    7:00 p.m. May 10, 2022

    - GuruFocus.com

  8. Viatris (VTRS) Q1 Earnings Beat Estimates

    8:25 a.m. May 9, 2022

    - Zacks.com

  9. Baron Small Cap Fund Q1 2022 Investor Letter

    12:43 p.m. May 6, 2022

    - Seeking Alpha

  11. 10-K: HEALTHEQUITY, INC.

    4:30 p.m. March 31, 2022

    - Edgar Online - (EDG = 10Q, 10K)

  12. HealthEquity upgraded at BTIG on prospects during rate hikes

    3:35 p.m. March 30, 2022

    - Seeking Alpha

  13. HealthEquity, Inc. 2021 Q4 - Results - Earnings Call Presentation

    12:49 p.m. March 27, 2022

    - Seeking Alpha

  15. HealthEquity (HQY) Q4 Earnings Lag Estimates, Margins Down

    9:34 a.m. March 24, 2022

    - Zacks.com

  17. HealthEquity (HQY) Q4 2022 Earnings Call Transcript

    11:30 p.m. March 22, 2022

    - Motley Fool

  18. HealthEquity (HQY) Q4 Earnings Miss Estimates

    5:25 p.m. March 22, 2022

    - Zacks.com

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At a Glance

HealthEquity, Inc.

15 West Scenic Pointe Drive

Suite 100

Draper, Utah 84020

Phone

1 8017271000

Industry

Software

Sector

Technology

Fiscal Year-end

01/2023

View SEC Filings

Revenue

$756.56M

Net Income

$-44.29M

Employees

3,715

Annual Report for HQY

/news/pressrelease/company/us/hqy

Press Releases on HQY

  1. HealthEquity Sets Date to Announce First Quarter Results

    4:20 p.m. May 16, 2022

    - GlobeNewswire

  3. HealthEquity Expands Board of Directors

    4:30 p.m. May 2, 2022

    - GlobeNewswire

  4. HealthEquity Named as One of The Healthiest Workplaces

    10:00 a.m. March 29, 2022

    - GlobeNewswire

  6. HealthEquity Named One of the Nation's Top Workplaces

    10:00 a.m. March 2, 2022

    - GlobeNewswire

  7. HealthEquity Sets Date to Announce FY22 Results

    5:02 p.m. March 1, 2022

    - GlobeNewswire

  8. HealthEquity Reports Record HSA Sales, Asset Growth

    5:02 p.m. Feb. 22, 2022

    - GlobeNewswire

  12. Friday 12/10 Insider Buying Report: HQY, JOAN

    11:32 a.m. Dec. 10, 2021

    - MarketNewsVideo.com

  14. HealthEquity Sets Date to Announce Third Quarter Results

    5:04 p.m. Nov. 10, 2021

    - GlobeNewswire

  15. HealthEquity Completes Further Acquisition

    8:09 a.m. Nov. 1, 2021

    - GlobeNewswire

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