HEQ
Signal
Leaning Bullish1
Price
1
Move-0.87%Quiet session
Volume
1
Volume1.1× avgNormal activity
Technical
1
RSIRSI 55Momentum positive
PRICE
Prev Close
11.45
Open
11.30
Day Range11.30 – 11.47
11.30
11.47
52W Range10.36 – 11.72
10.36
11.72
73% of range
VOLUME & SIZE
Avg Volume
50.5K
FUNDAMENTALS
P/E Ratio
7.3x
Value territory
EPS (TTM)
Div Yield
0.10%
Beta
0.36
Low vol
Performance
1D
-0.87%
5D
-1.39%
1M
+1.07%
3M
-0.53%
6M
+4.42%
YTD
+5.58%
1Y
+7.48%
Best: 1Y (+7.48%)Worst: 5D (-1.39%)
Quick Read
TrendInsufficient MA data
Momentum
BULLISH
100% gross margin
Valuation
CHEAP
P/E 7x vs ~20x sector
Health
MODERATE
CR 3.5 · FCF negative
Bullish
Key MetricsTTM
Market Cap$137.26M
Revenue TTM
Net Income TTM
Free Cash Flow
Gross Margin100.0%
Net Margin94.6%
Operating Margin94.6%
Return on Equity13.1%
Return on Assets12.8%
Debt / Equity0.00
Current Ratio3.45
EPS TTM$0.00

Intelligence analysis not yet available for this stock. Full AI-powered analysis may be available on the intelligence page.

Health Radar
2 strong2 watch2 concern
48/100
Liquidity
3.45Strong
Leverage
0.00Strong
Coverage
0.0xConcern
ROE
13.1%Watch
ROIC
12.8%Watch
Cash
$292KConcern
Analyst Coverage

No analyst coverage available for this stock.

Stock Health
Composite Score
2 of 3 signals bullish
8/10
Technicals
RSI RangeRSI 55 — Bullish momentum
Volume
Volume FlowNeutral
~
Fundamentals
LiquidityCurrent Ratio 3.45 — healthy liquidity

2 signals unavailable — limited data for this stock

Upcoming Events
EEarnings ReportMay 17, 2026
Tomorrow
DEx-Dividend DateAug 14, 2026
In 90 days
PDividend PaymentSep 10, 2026
In 117 days
Technicals
Technical SetupBULLISH
Technicals →

Trend

UptrendGolden Cross · 50D leads 200D by 91.5%

+6.5% vs SMA 50 · +103.9% vs SMA 200

Momentum

RSI54.7
Neutral territory
MACD+0.06
Above zero — bullish momentum · expanding
Market Position
Price Levels
52W High
$11.72+3.3%
Current
$11.35
EMA 50
$10.66-6.1%
52W Low
$10.36-8.7%
EMA 200
$5.62-50.4%
52-Week RangeMid-range
$10.3673th %ile$11.72
Squeeze SetupVolume-based
No Clear Setup

Volume distribution is neutral or leaning toward distribution. No compelling squeeze setup based on current money flow data.

20-Day Money Flow
Acc days:4
Dist days:4
Edge:Even
Volume Context
Avg Vol (50D)49K
Recent Vol (5D)
42K-15%

Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.

Earnings & Analysts
Insider Activity
SEC Filings →
6 Buys/0 SellsNet Buying
NET BUYERS$12K bought · $0 sold · 30d window
Hurtsellers Christi…Dir
$5
May 6
BUY
Hurtsellers Christi…Dir
$23
May 6
BUY
Hurtsellers Christi…Dir
$10K
May 6
BUY
Hurtsellers Christi…Dir
$2K
May 6
BUY
Phelan Kenneth JDir
$10K
Jan 27
BUY
Wright Thomas RoweDir
$11K
Apr 8
BUY
Financials
Dividends8.81% yield
3 yrs of payments
Annual Yield8.81%
Quarterly Div.$0.2500
Est. Annual / Share$1.00
FrequencyQuarterly
Q2'24
Q3'24
Q4'24
Q1'25
Q2'25
Q3'25
Q4'25
Q1'26

Dividend per payment — last 8 periods

INSTITUTIONAL OWNERSHIP

1
Bulldog Investors, LLP
558K
2
Pathstone Holdings, LLC
522K
3
Karpus Management, Inc.
519K
4
COMMONWEALTH EQUITY SERVICES, LLC
154K
5
MORGAN STANLEY
148K
6
PRINCIPAL SECURITIES, INC.
147K
7
ENVESTNET ASSET MANAGEMENT INC
137K
8
1607 Capital Partners, LLC
134K
News & Activity

HEQ News

About

discover our different approach. john hancock investments is a premier asset manager representing one of america’s most trusted brands, with a heritage of financial stewardship dating back to 1862. as a manager of managers, we search the world to find proven portfolio teams with specialized expertise for every fund we offer, then apply vigorous investment oversight to ensure they continue to meet our uncompromising standards. our unique approach to asset management has led to a diverse set of investments deeply rooted in investor needs, along with strong risk-adjusted returns across asset classes. we think it’s a better way to invest. • more than $148 billion in assets under management • 27 distinct asset managers (26 unaffiliated with john hancock) • 71 proven portfolio teams, each with a distinct philosophy and approach • 114 different investment strategies* *includes direct sold and underlying strategies, including etfs • 45 funds rated 4 or 5 stars by morningstar at the highest-rat

Industry
Investment Banking and Securities Dealing
Peers(7 companies)
Screen sector →
SymbolPriceDay %Mkt CapP/ERev GrwMarginELO
HEQ
$11.35-0.87%$137M+4872.0%9464.9%1500
$404.35-3.20%$2.1T30.5+3296.8%4510.0%1500
$132.58-6.05%$307.9B20.7-44.8%1012.0%1500
$88.38-2.58%$303.7B13.6+318.8%1510.7%1500
$148.08-1.13%$282.6B21.0+597.3%2564.4%1500
$181.58-1.83%$281.6B26.9+862.9%1745.9%1500
$183.40-0.23%$256.1B16.8+213.3%1482.4%1500
Sector avg-2.27%21.6+1445.2%3184.3%1500