HCAT

Health Catalyst, Inc.

Nasdaq · Services-Computer Programming, Data Processing, Etc. · Inc. DE · CIK 0001636422
$1.85 +12.80% $136.7M
High Impact Filing (7/10)5 New Institutional Positions3 Institutional Exits
Vol
Market Cap$136.7M
Cap SizeMicro Cap
Analyst ConsensusBuy (50%)
Inst. Holders45 funds
Inst. Value$19.7M
Inst. Activity5 buys / 3 sells
SEC Reports6
Press Releases1
Exchange Nasdaq·Sector Services-Computer Programming, Data Processing, Etc.·Inc. DE·CIK 0001636422·Prev Close $1.64

Recent Activity

Jun 4, 2026 SEC
Health Catalyst signed a definitive agreement to sell its Vitalware mid-revenue cycle business unit to Med-Metrix for $1
8-K — Impact 7/10
Jun 4, 2026 contract
Health Catalyst to Divest Vitalware for $147 Million, Accelerating Strategic Transformation
Health Catalyst today announced it has signed a definitive agreement to divest Vitalware, its mid-re
Jun 3, 2026 SEC
Health Catalyst filed a DEFA14A (additional definitive proxy soliciting material) on June 3, 2026. The filing contains b
DEFA14A — Impact 2/10
Jun 1, 2026 Insider
Larson-Green Julie was granted 12,710 shares
Director
Jun 1, 2026 Insider
Landry Benjamin surrendered for taxes 13,779 shares
General Counsel @ $1.37 ($18.9K)
Jun 1, 2026 Insider
Alger Jason surrendered for taxes 18,804 shares
Chief Financial Officer @ $1.37 ($25.8K)
May 11, 2026 SEC
Health Catalyst reported Q1 2026 revenue of $70.8M, down 11% YoY, with a GAAP net loss of $111M including a $95.5M goodw
8-K — Impact 7/10
Inst.
Baird Financial Group, Inc. — TRIM
370,309 shares ($470.3K)

Price Targets

$1.75 -5.4% upside Sell
Current $1.85 Low $1.00 Median $2.00 High $2.00 5 analysts
$1.00 $2.00

Analyst Ratings

Hold50% buy · 14 analysts
3Strong Buy
4Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 12, 2026 Stephens & Co. MAINTAIN Equal-Weight → Equal-Weight
Mar 18, 2026 Wells Fargo DOWNGRADE Overweight → Equal-Weight
Mar 13, 2026 Citigroup MAINTAIN Neutral → Neutral
Mar 13, 2026 Canaccord Genuity MAINTAIN Buy → Buy
Mar 13, 2026 Stephens & Co. MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.03 ▲ +25.4% $0.01 — $0.05 -34% YoY 5
Next Q $-0.00 ▼ -102.3% $-0.03 — $0.07 -101% YoY 5
Current FY $0.04 ▼ -53.3% $-0.05 — $0.22 -77% YoY 6
Next FY $0.09 ▼ -24.1% $-0.07 — $0.52 120% YoY 6

Top Institutional Holders

FundValueMove
BlackRock, Inc.$6.5M
VANGUARD CAPITAL MANAGEMENT LLC$3.7M
STATE STREET CORP$1.7M
DIMENSIONAL FUND ADVISORS LP$1.6M
CHARLES SCHWAB INVESTMENT MANAGEMENT$770.7K

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Larson-Green JulieA$0.00
Jun 1, 2026Landry BenjaminF$18.9K
Jun 1, 2026Alger JasonF$25.8K
Jun 1, 2026Llewelyn LindaF$11.7K
Jun 1, 2026Albert BenjaminF$460.39
45 institutional holders with $19.7M total value (15,761,958 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 5 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,138,022$6.5M33.2%
2VANGUARD CAPITAL MANAGEMENT LLC2,885,653$3.7M18.6%
3STATE STREET CORP1,324,849$1.7M8.6%
4DIMENSIONAL FUND ADVISORS LP1,234,870$1.6M8.0%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC606,858$770.7K3.9%
6VANGUARD PORTFOLIO MANAGEMENT LLC531,014$674.4K3.4%
7VANGUARD FIDUCIARY TRUST CO443,665$563.5K2.9%
8GOLDMAN SACHS GROUP INC387,172$491.7K2.5%
9Baird Financial Group, Inc.370,309$470.3K2.4%TRIM -25.0%
10FMR LLC367,473$466.7K2.4%ADD +27.8%
11DEUTSCHE BANK AG\224,493$285.1K1.4%
12RENAISSANCE TECHNOLOGIES LLC217,069$275.7K1.4%
13Nuveen, LLC184,377$234.2K1.2%ADD +49.1%
14Vanguard Global Advisers, LLC173,164$219.9K1.1%
15SEI INVESTMENTS CO169,327$215.0K1.1%ADD +76.6%
16ALLIANCEBERNSTEIN L.P.83,770$200.2K1.0%
17MORGAN STANLEY134,180$170.4K0.9%TRIM -59.8%
18Invesco Ltd.118,130$150.0K0.8%
19HSBC HOLDINGS PLC98,868$123.1K0.6%TRIM -33.3%
20BANK OF AMERICA CORP /DE/95,730$121.6K0.6%TRIM -47.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Baird Financial Group, Inc.TRIM493,746370,309-25.0%$470.3K2026-Q1
Nuveen, LLCADD123,652184,377+49.1%$234.2K2026-Q1
SEI INVESTMENTS COADD95,906169,327+76.6%$215.0K2026-Q1
MORGAN STANLEYTRIM333,955134,180-59.8%$170.4K2026-Q1
BANK OF AMERICA CORP /DE/TRIM182,80795,730-47.6%$121.6K2026-Q1
CWM, LLCDOUBLED1,17512,381+953.7%$15.7K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED1,0945,600+411.9%$7.1K2026-Q1
HRT FINANCIAL LPDOUBLED12,638243,191+1824.3%$308.002026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM970,689581,361-40.1%$1.4M2025-Q4
FMR LLCADD272,933348,716+27.8%$833.4K2025-Q4
MORGAN STANLEYADD242,317333,955+37.8%$798.2K2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED80,348182,807+127.5%$436.9K2025-Q4
D. E. Shaw & Co., Inc.ADD76,660113,641+48.2%$271.6K2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM177,091100,097-43.5%$239.2K2025-Q4
ZACKS INVESTMENT MANAGEMENTTRIM287,30483,957-70.8%$200.7K2025-Q4
MetLife Investment Management, LLCTRIM38,03218,979-50.1%$45.4K2025-Q4
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED3961,094+176.3%$2.6K2025-Q4
CWM, LLCTRIM3,4071,175-65.5%$3.002025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED42,426177,091+317.4%$504.7K2025-Q3
WELLS FARGO & COMPANY/MNADD49,40087,283+76.7%$248.8K2025-Q3
VOYA INVESTMENT MANAGEMENT LLCTRIM22,12812,901-41.7%$36.8K2025-Q3
Russell Investments Group, Ltd.DOUBLED496,866+13912.2%$19.6K2025-Q3
NISA INVESTMENT ADVISORS, LLCTRIM6,0312,100-65.2%$6.0K2025-Q3
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED74396+435.1%$1.1K2025-Q3
GROUP ONE TRADING LLCNEAR_EXIT2,08686-95.9%$245.002025-Q3
6 unique insiders with 20 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Larson-Green JulieDirectorAWARD12,710
Jun 1, 2026Landry BenjaminGeneral CounselTAX W/H13,779$1.37$18.9K
Jun 1, 2026Alger JasonChief Financial OfficerTAX W/H18,804$1.37$25.8K
Jun 1, 2026Llewelyn LindaChief People OfficerTAX W/H8,519$1.37$11.7K
Jun 1, 2026Albert BenjaminCEOTAX W/H336$1.37$460.39
May 1, 2026Albert BenjaminCEOTAX W/H310$1.35$416.95
May 1, 2026Nelson Steven HDirectorAWARD154,808
Apr 29, 2026Albert BenjaminCEOAWARD1,124
Mar 10, 2026Albert BenjaminCEOTAX W/H70,455$1.85$130.2K
Mar 2, 2026Alger JasonChief Financial OfficerTAX W/H26,970$1.66$44.8K
Mar 2, 2026Llewelyn LindaChief People OfficerTAX W/H13,836$1.66$23.0K
Mar 2, 2026Landry BenjaminGeneral CounselTAX W/H20,838$1.66$34.6K
Feb 26, 2026Alger JasonChief Financial OfficerTAX W/H7,522$1.75$13.1K
Feb 26, 2026Albert BenjaminCEOTAX W/H13,304$1.75$23.3K
Feb 26, 2026Landry BenjaminGeneral CounselTAX W/H6,317$1.75$11.0K
Feb 26, 2026Llewelyn LindaChief People OfficerTAX W/H4,471$1.75$7.8K
Feb 25, 2026Landry BenjaminGeneral CounselAWARD289,000
Feb 25, 2026Albert BenjaminCEOAWARD930,000
Feb 25, 2026Alger JasonChief Financial OfficerAWARD507,500
Feb 25, 2026Llewelyn LindaChief People OfficerAWARD191,500
Current analyst consensus: Hold (50% buy). Based on 14 analysts: 3 strong buy, 4 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$1.75 mean target -5.4% upside Sell (2.43)
$1.00 Low $2.00 High
MetricValue
Current Price$1.85
Target Low$1.00
Target Mean$1.75
Target Median$2.00
Target High$2.00
# Analysts5
RecommendationSell (2.43)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.03 $0.01 $0.05 -33.8% +25.4% 2↑ 1↓ $0.1B -14.6% 5
Next Q
2026-09-30
$-0.00 $-0.03 $0.07 -100.7% -102.3% 0↑ 3↓ $0.1B -17.5% 5
Current FY
2026-12-31
$0.04 $-0.05 $0.22 -76.7% -53.3% 0↑ 4↓ $0.3B -15.4% 6
Next FY
2027-12-31
$0.09 $-0.07 $0.52 119.7% -24.1% 2↑ 4↓ $0.2B -6.2% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.026
7d ago$0.025+0.001
30d ago$0.021+0.005
60d ago$0.034-0.008
90d ago$0.088-0.061
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 12, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Mar 18, 2026 Wells Fargo DOWNGRADE Overweight Equal-Weight
Mar 13, 2026 Citigroup MAINTAIN Neutral Neutral
Mar 13, 2026 Canaccord Genuity MAINTAIN Buy Buy
Mar 13, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Mar 13, 2026 Stifel MAINTAIN Hold Hold
Mar 13, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Jan 9, 2026 Citigroup MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263470050%
May 1, 20263480047%
Apr 1, 20263480047%
Mar 1, 20263590047%
Feb 1, 20263590047%
Jan 1, 20263590047%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 4, 2026
contract
Health Catalyst to Divest Vitalware for $147 Million, Accelerating Strategic Transformation
Health Catalyst today announced it has signed a definitive agreement to divest Vitalware, its mid-revenue cycle business, to Med-Metrix for $147 milli
May 12, 2026
earnings_calendar
HCAT Q1 2026 Earnings Scheduled — 2026-05-12
May 11, 2026
earnings_calendar
HCAT Q1 2026 Earnings Scheduled — 2026-05-11
May 5, 2026
earnings_calendar
HCAT Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
short_volume
Short Volume: HCAT — 74.9% short (0.6M / 0.9M)
Short: 639,323 | Exempt: 6,047 | TRF Vol: 853,987 | Short Ratio: 74.9% | Off-exchange volume (dark pool + OTC)
May 1, 2026
earnings
Health Catalyst to Announce First Quarter 2026 Operating Results and Host Conference Call on Monday, May 11, 2026
<p align="left">SALT LAKE CITY, May 01, 2026 (GLOBE NEWSWIRE) -- Health Catalyst, Inc. ("Health Catalyst", Nasdaq: HCAT), a healthcare intelligence
Apr 30, 2026
leadership
Health Catalyst Appoints Steve Nelson, President of Aetna, to Its Board of Directors
Health Catalyst, Inc. announced that Steve Nelson has been appointed to its Board of Directors, effective May 1, 2026.
Mar 12, 2026
earnings
Health Catalyst Reports Fourth Quarter and Year End 2025 Results
<p align="justify">SALT LAKE CITY, March 12, 2026 (GLOBE NEWSWIRE) -- Health Catalyst, Inc. (“Health Catalyst,” Nasdaq: HCAT), a leading provider of
Mar 12, 2026
earnings_calendar
HCAT Q4 2025 Earnings After Market Close — 2026-03-12
Mar 3, 2026
earnings_calendar
HCAT Q4 2025 Earnings After Market Close — 2026-03-03
Mar 2, 2026
earnings_calendar
HCAT Q4 2025 Earnings After Market Close — 2026-03-02