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| Traded as | NASDAQ: HQY S&P 600 Component |
|---|
HealthEquity, Inc. (NASDAQ: HQY) is designated as a non-bank health savings trustee by the IRS. This designation allows HealthEquity to be the custodian of health savings accounts regardless of which financial institution the funds are deposited with. It is located in Draper, Utah.
HealthEquity was incorporated in January 2002, in Tucson, Arizona, by Stephen D. Neeleman MD and David Hall to re-introduce consumerism into health care (known as consumer-driven health care [CDH]). It moved its incorporation to Utah in February 2004.
| Period | Date | Adjusted Actuals EPS | GAAP EPS |
|---|---|---|---|
| Q3 2022 | 2022-12-05 | Future report Set alerts | |
| Q2 2022 | 2022-09-06 | 0.33 | 0.33 |
| Q1 2022 | 2022-06-06 | 0.27 | 0.27 |
| Q4 2021 | 2022-03-22 | 0.20 | 0.20 |
| Q3 2021 | 2021-12-06 | 0.35 | 0.35 |
| Q2 2021 | 2021-09-08 | 0.40 | 0.40 |
| Q1 2021 | 2021-06-07 | 0.38 | 0.38 |
| Q4 2020 | 2021-03-15 | 0.42 | 0.42 |
| Q2 2020 | 2020-09-08 | 0.42 | 0.00 |
| Q1 2020 | 2020-06-02 | 0.43 | 0.03 |
| 2016-06-22 | Reiterated Rating | Wells Fargo | Buy | |
| 2016-06-22 | Reiterated Rating | Wells Fargo & Co. | Buy | |
| 2016-06-08 | Reiterated Rating | Leerink Swann | Outperform | $30.00 to $33.00 |
| 2016-06-08 | Reiterated Rating | Wells Fargo | Buy | |
| 2016-06-08 | Boost Price Target | SunTrust | Buy | $34.00 to $40.00 |
| 2016-06-08 | Boost Price Target | SunTrust Banks Inc. | Buy | $34.00 to $40.00 |
| 2016-04-04 | Boost Price Target | Leerink Swann | Outperform | $26.00 to $30.00 |
| 2016-03-29 | Boost Price Target | Barrington Research | Outperform | $30.00 |
| 2016-03-28 | Reiterated Rating | Barrington Research | Buy | |
| 2016-03-23 | Boost Price Target | Barrington Research | Outperform | $24.00 to $30.00 |
| 2016-03-23 | Reiterated Rating | Robert W. Baird | Hold | |
| 2016-03-23 | Boost Price Target | Avondale Partners | Market Outperform | $25.00 to $27.00 |
| 2016-02-09 | Reiterated Rating | SunTrust | Buy | |
| 2016-01-25 | Lower Price Target | Leerink Swann | Outperform | $38.00 to $37.00 |
| 2015-12-08 | Boost Price Target | Barrington Research | Outperform | $35.00 to $38.00 |
| 2015-08-17 | Reiterated Rating | SunTrust | Buy | $32.00 to $40.00 |
| 2015-07-08 | Boost Price Target | Leerink Swann | Outperform | $29.00 to $35.00 |
| 2015-06-09 | Boost Price Target | Robert W. Baird | Neutral | $27.00 to $29.00 |
| 2015-03-25 | Boost Price Target | Leerink Swann | Outperform | $28.00 to $29.00 |
| 2015-03-25 | Boost Price Target | JPMorgan Chase & Co. | Overweight | $27.00 to $30.00 |
| 2015-03-06 | Initiated Coverage | Leerink Swann | Outperform | $28.00 |
| 2015-02-19 | Initiated Coverage | Barrington Research | Outperform | $25.00 |
| 2014-08-26 | Initiated Coverage | Robert W. Baird | Neutral | $22.00 |
| 2014-08-25 | Initiated Coverage | JPMorgan Chase & Co. | Overweight | $25.00 |
| 2014-08-25 | Initiated Coverage | Wells Fargo & Co. | Outperform | |
| 2014-08-25 | Initiated Coverage | SunTrust | Buy | $25.00 |
| 2014-08-25 | Initiated Coverage | Raymond James | Outperform | $24.00 |
| 2014-08-25 | Initiated Coverage | Wells Fargo | Outperform | |
| 2014-08-25 | Initiated Coverage | Raymond James Financial Inc. | Outperform | $24.00 |
| 2016-06-22 | Reiterated Rating | Wells Fargo | Buy | |
| 2016-06-22 | Reiterated Rating | Wells Fargo & Co. | Buy | |
| 2016-06-08 | Reiterated Rating | Leerink Swann | Outperform | $30.00 to $33.00 |
| 2016-06-08 | Reiterated Rating | Wells Fargo | Buy | |
| 2016-06-08 | Boost Price Target | SunTrust | Buy | $34.00 to $40.00 |
There is presents forecasts of rating agencies and recommendations for investors about this ticker
In HQY 250 funds of 2213 total. Show all
| Fund name | Ticker shares |
|---|---|
| BlackRock Inc. | 9.69M |
| Vanguard Group, Inc | 8.17M |
| WASATCH ADVISORS INC | 5.73M |
| FMR LLC | 3.98M |
| BlackRock Fund Advisors | 3.50M |
| STATE STREET CORP | 2.67M |
| JPMORGAN CHASE & CO | 2.15M |
| BROWN ADVISORY INC | 2.06M |
| Arrowpoint Asset Management, LLC | 1.98M |
| JANUS CAPITAL MANAGEMENT LLC | 1.96M |
| MACKENZIE FINANCIAL CORP | 1.89M |
| FRED ALGER MANAGEMENT INC | 1.78M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.52M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.47M |
| HENDERSON GROUP PLC | 1.30M |
| Name Relationship | Total Shares | Holding stocks |
|---|---|---|
| Berkley Capital Investors, L.P. | 26.07% (14269150) | HQY / |
| Berkley Capital, LLC | 10.97% (6004661) | HQY / |
| Financial Partners Fund I, L.P. | 7.37% (4031468) | HQY / |
| NEELEMAN DAVID | 4.37% (2391269) | HQY / |
| POMERANTZ ERNEST H | 2.28% (1245440) | HQY / |
| Pinnacle Health III, LLC | 1.91% (1047899) | HQY / |
| Pershing Sandra | 1.76% (965071) | HQY / |
| Neeleman Stephen Founder and Vice Chairman | 1.34% (733285) | HQY / |
| Kessler Jon President and CEO | 0.76% (415000) | HQY / |
| Sacks Ian | 0.27% (149064) | HQY / |
| MOTT DARCY G Executive VP and CFO | 0.18% (99000) | HQY / |
| Rana Manu S | 0.16% (87725) | HQY / |
| LEAVITT MICHAEL O | 0.14% (75862) | AXP / HQY / MDT / |
| Dreier Ashley Executive VP, CTO and CIO | 0.06% (33189) | HQY / |
| SELANDER ROBERT W | 0.03% (17798) | EFX / HQY / WU / |
| Otten William Robert Executive VP of Sales | 0.02% (13599) | HQY / |
| DILLON ADRIAN T | 0.02% (13121) | HQY / WSM / |
| Soldan Jon Exec VP, Operations | 0.01% (8020) | HQY / |
| Ladd Delano VP, Counsel & Secretary | 0.01% (7465) | HQY / |
| Corvino Frank | 0.01% (6829) | HQY / |
| Dilsaver Evelyn S | 0.01% (5193) | ARO / HQY / TPX / |
| Wellborn Gayle Furgurson | 0.01% (5074) | HQY / |
| McCowan Debra Charlotte | 0.01% (5009) | HQY / |
| Jensen Frode Executive VP, GC & Corp. Secy. | 0.01% (3000) | HQY / |
| ROBINSON GARY D EVP, Chief Marketing Officer | 0.01% (2990) | HQY / |
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