Loomis Sayles & Co L P Reduces $2M in HealthEquity, Inc. ($HQY)

Key Points

  • Loomis Sayles & Co L P changed its HealthEquity, Inc. ($HQY) stake by 2.2% last quarter, cutting to 931,906 shares worth $82.90 million.
  • Wall Street's consensus rating on $HQY is Buy and an average price target of $114.62.
  • $HQY last traded around $88.96.

Loomis Sayles & Co L P trimmed its position in HealthEquity, Inc. ($HQY) by 2.2% during the most recent quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 931,906 shares of HealthEquity, Inc. after selling 21,166 shares during the quarter. Loomis Sayles & Co L P's holdings in HealthEquity, Inc. were worth $82.90 million as of its most recent filing.

HealthEquity, Inc. ($HQY) Stock

Last price$88.96
Market cap$7.39B
P/E ratio33.09
Forward P/E16.09
PEG ratio1.27
Beta0.21
52-week low$72.76
52-week high$106.60
50-day MA$84.48
200-day MA$88.37
Current ratio3.44
Quick ratio2.85
Debt-to-equity0.48

HealthEquity, Inc. Earnings

EPS (ttm)$2.67
Revenue (ttm)$1.34B
Revenue growth7.2%
Net margin17.3%
Return on equity11.1%
Next earningsMay 28, 2026

Analysts Set New Price Targets

ConsensusBuy
Average target$114.62
High target$135.00
Low target$88.00
Analysts covering16

About HealthEquity, Inc.

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. It offers health savings accounts (HAS); investment platform; online-only automated investment advisory services through Advisor, a Web-based tool. The company also provides flexible spending accounts (FSA) for health and dependent care; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. In addition, the company offers HSA and FSA members with access to certain healthcare products, programs, and services through its marketplace. It serves clients through a direct sales force; and brokers and advisors, 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.

ExchangeNasdaqGS
SectorHealthcare
IndustryHealth Information Services
HeadquartersDraper, UT
CEOMr. Scott R. Cutler J.D.
Employees2,814

See Also

This instant news alert was generated by automated narrative technology and financial data from Opentrades and public regulatory filings. It is for informational purposes only and is not financial advice.