Compare · HQY vs UMBF
HQY vs UMBF
Side-by-side comparison of HealthEquity Inc. (HQY) and UMB Financial Corporation (UMBF): market cap, price performance, sector, and recent activity on the wire.
Summary
- HQY operates in Real Estate, while UMBF operates in Finance - the two are in different parts of the market.
- UMBF is the larger of the two at $10.17B, about 1.4x HQY ($7.48B).
- Over the past year, HQY is down 7.9% and UMBF is up 13.8% - UMBF leads by 21.7 points.
- UMBF has been more active in the news (4 items in the past 4 weeks vs 1 for HQY).
- Both have 25 recent analyst ratings on file.
- Company
- HealthEquity Inc.
- UMB Financial Corporation
- Price
- $88.50-2.16%
- $135.08+0.89%
- Market cap
- $7.48B
- $10.17B
- 1M return
- -16.11%
- -5.95%
- 1Y return
- -7.90%
- +13.83%
- Industry
- Real Estate
- Major Banks
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 2014
- News (4w)
- 1
- 4
- Recent ratings
- 25
- 25
HealthEquity Inc.
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, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund 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 headquartered in Draper, Utah.
UMB Financial Corporation
UMB Financial Corporation operates as the bank holding company for the UMB Bank that provides various banking and other financial services. The Commercial Banking segment provides commercial loans and credit cards; commercial real estate financing; letters of credit; loan syndication, and consultative services; various business solutions including asset-based lending, accounts receivable financing, mezzanine debt, and minority equity investments; and treasury management services, such as depository services, account reconciliation, cash management tools, accounts payable and receivable solutions, electronic fund transfer and automated payments, controlled disbursements, lockbox services, and remote deposit capture services. The Institutional Banking segment offers fund administration and accounting, investor services and transfer agency, marketing and distribution, custody, alternative investment services, fixed income sales, trading and underwriting, and corporate trust and escrow services, as well as institutional custody services. This segment also provides healthcare payment solutions comprising custodial services for health savings accounts and private label, multipurpose debit cards to insurance carriers, third-party administrators, software companies, employers, and financial institutions. The Personal Banking segment offers deposit accounts, retail credit cards, private banking, installment loans, home equity lines of credit, residential mortgages, and small business loans, as well as internet banking, ATM network, private banking, brokerage and insurance services, and advisory and trust services. It operates through a network of branches and offices in the states of Missouri, Kansas, Colorado, Illinois, Oklahoma, Texas, Arizona, Nebraska, Iowa, Pennsylvania, South Dakota, Indiana, Utah, Minnesota, California, and Wisconsin. UMB Financial Corporation was founded in 1913 and is headquartered in Kansas City, Missouri.
Latest HQY
- FOUNDER AND VICE CHAIRMAN Neeleman Stephen gifted 1,500 shares (SEC Form 4)
- Director Dillon Adrian T exercised 7,632 shares at a strike of $32.50 and sold $798,373 worth of shares (7,632 units at $104.61) as part of a pre-agreed trading plan (SEC Form 4)
- SEC Form S-8 filed by HealthEquity Inc.
- SEC Form 10-Q filed by HealthEquity Inc.
- HealthEquity Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- HealthEquity Reports Second Quarter Ended July 31, 2026 Financial Results
- SEC Form 144 filed by HealthEquity Inc.
- HealthEquity Announces Second Quarter Earnings Release Date and Investor Conference Schedule
- Amendment: SEC Form SCHEDULE 13G/A filed by HealthEquity Inc.
- EVP, CHIEF COMMERCIAL OFFICER Fiore Michael Henry sold $223,630 worth of shares (2,354 units at $95.00) as part of a pre-agreed trading plan, decreasing direct ownership by 4% to 52,244 units (SEC Form 4)
Latest UMBF
- UBS initiated coverage on UMB Financial Corporation with a new price target
- Director Graves Greg M bought $80,011 worth of shares (573 units at $139.60), increasing direct ownership by 1% to 40,463 units (SEC Form 4)
- Director Peterman Tamara bought $55,010 worth of shares (394 units at $139.60), increasing direct ownership by 4% to 10,680 units (SEC Form 4)
- UMB Financial Corporation filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- Raymond James resumed coverage on UMB Financial Corporation with a new price target
- Analyst initiated coverage on UMB Financial Corporation with a new price target
- Chief Credit Officer Terry Thomas S sold $867,062 worth of shares (5,713 units at $151.77), decreasing direct ownership by 16% to 30,689 units (SEC Form 4)
- Chief Financial Officer Shankar Ram sold $303,220 worth of shares (2,000 units at $151.61), decreasing direct ownership by 6% to 30,389 units (SEC Form 4)
- Wells Fargo resumed coverage on UMB Financial Corporation with a new price target
- Director Murphy Susan G sold $200,427 worth of shares (1,377 units at $145.55), decreasing direct ownership by 11% to 10,635 units (SEC Form 4)