HealthEquity stock price target lowered to $109 by RBC Capital

Published 28/08/2025, 14:42
HealthEquity stock price target lowered to $109 by RBC Capital

Investing.com - RBC Capital has lowered its price target on HealthEquity, Inc (NASDAQ:HQY) to $109.00 from $117.00 while maintaining an Outperform rating on the stock. According to InvestingPro data, analysts maintain a strong buy consensus with price targets ranging from $104 to $130, suggesting significant upside potential despite the company currently trading at a P/E ratio of 63.

The price target reduction comes as RBC Capital analyst Daniel R. Perlin attributes HealthEquity’s recent share price decline to lower 5-year treasury rates and increased investor expectations of Federal Reserve rate cuts. The company’s financial health remains strong, with InvestingPro analysis showing a current ratio of 4.06 and moderate debt levels, positioning it well to navigate the rate environment.

According to RBC Capital, the key question for HealthEquity’s upcoming fiscal second-quarter 2026 results centers on how the company has managed its HSA cash portfolio maturities for fiscal years 2026 and 2027, potentially reducing sensitivity to interest rate fluctuations.

The firm notes that management’s approach to the mix of forward contracts versus rolling maturing contracts into Enhanced Rates could significantly impact guidance for fiscal year 2026 yield on HSA cash.

Enhanced Rates, which offer approximately 75 basis points premium to 5-year treasury yield, represent one option for HealthEquity as it navigates the current interest rate environment.

In other recent news, HealthEquity, Inc. reported a strong fiscal first-quarter performance, with total revenue reaching $330.8 million, marking a 15% increase year-over-year. The company’s adjusted EBITDA rose by 19% to $140.2 million, surpassing consensus expectations. HealthEquity’s revenue growth was driven by a 29% increase in custodial revenue and a 14% rise in interchange revenue. Following these results, BTIG maintained a Buy rating with a $130 price target, while KeyBanc reaffirmed an Overweight rating and a $100 price target. Raymond James also raised its price target to $120, citing progress in addressing fraud issues and strong financial performance.

Moody’s Ratings affirmed HealthEquity’s corporate family rating at Ba3 and upgraded its outlook from stable to positive, highlighting improved credit metrics. Additionally, Mizuho reiterated an Outperform rating with a $126 price target after the Senate passed a Budget Reconciliation bill with pro-HSA provisions, which are seen as beneficial for HealthEquity. The company also raised the lower end of its fiscal 2026 revenue guidance and increased the midpoint of its adjusted EBITDA guidance by $5 million. Improvements in fraud-related costs were noted, with expectations for tighter authentication processes to be implemented soon.

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