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Accolade CFO sells over $800 in stock to cover tax obligations

Published 12/09/2024, 15:14
ACCD
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Accolade, Inc. (NASDAQ:ACCD) Chief Financial Officer Stephen H. Barnes recently engaged in a transaction involving the sale of company stock, primarily to cover tax withholding obligations related to the vesting of Restricted Stock Units (RSUs). Barnes sold 225 shares of Accolade common stock at an average price of $3.911 per share, totaling over $800.


The transaction took place on September 11, 2024, and was disclosed in a filing with the Securities and Exchange Commission. The sale was not a discretionary decision by the CFO but a "mandatory sell to cover" transaction, a common practice where executives sell a portion of their vested shares to pay for the taxes due upon vesting of equity awards.


In addition to the sale, Barnes also acquired 770 shares of common stock on September 10, 2024, as a result of the vesting of RSUs. Each RSU was converted into one share of Accolade's common stock, as noted in the footnotes of the SEC filing. The acquired shares did not involve a monetary transaction and were valued at $0 in the filing.


Following these transactions, Barnes's total direct ownership in the company stands at 201,097 shares of common stock. The transactions reflect routine financial management related to the vesting schedule of equity-based compensation and are part of the standard executive compensation structure.


Investors often monitor insider transactions as they can provide insights into executives' perspectives on the company's stock value. However, transactions related to tax obligations are generally viewed as neutral events since they are typically pre-scheduled and not directly related to the executive's outlook on the company's future performance.


Accolade, Inc., headquartered in Plymouth Meeting, Pennsylvania, operates in the business services sector, providing personalized health and benefits solutions designed to improve the experience, outcomes, and cost of healthcare.


In other recent news, Accolade Inc. has seen various financial services firms adjust their price targets. Stifel revised its target from $13.00 to $8.00, while maintaining a Buy rating, following Accolade's first-quarter results for fiscal year 2025 and revised revenue guidance. Canaccord Genuity also adjusted its outlook, reducing the stock's price target to $13 from $16, while still maintaining a Buy rating. Similarly, a Needham analyst reduced the price target for Accolade to $8, yet continued to recommend the stock as a Buy. Truist Securities revised its price target on shares of Accolade, lowering it to $9.00 from $14.00, while keeping a Buy rating. DA Davidson revised its price target for Accolade shares to $5.00, down from $10.00, while maintaining a Neutral rating.


Accolade reported an 18% year-over-year revenue growth for the first quarter of fiscal year 2025, totaling $110.5 million. However, the company revised its full-year revenue outlook for 2025 to between $460 million and $475 million, indicating a growth of 11% to 15%. Despite a reduced revenue forecast, the company's EBITDA outlook for FY25 remains positive, ranging from $15 million to $20 million.


These recent developments reflect Accolade's strategic decision to prioritize profitability over aggressive growth. The company's long-term revenue goal of $1 billion has been postponed by approximately one year. Despite this, Accolade maintains a strong customer base of over 1,200 and 14 million members, demonstrating its commitment to financial stability.


InvestingPro Insights


As Accolade, Inc. (NASDAQ:ACCD) navigates through its financial and operational phases, recent data from InvestingPro provides a snapshot of the company's market standing and future expectations. With a market capitalization of $312.83 million, Accolade's position in the business services sector is noteworthy, especially considering its revenue growth of 16.37% over the last twelve months as of Q1 2023. This growth is a positive signal, showing the company's ability to increase its sales amidst competitive and economic challenges.


However, the story is not one-sided. Accolade's Price/Earnings (P/E) ratio stands at -3.3, with an adjusted figure of -3.22 for the last twelve months as of Q1 2023, reflecting market skepticism about future earnings. This is in line with the InvestingPro Tips, which highlight that analysts have revised their earnings downwards for the upcoming period and do not anticipate the company will be profitable this year. Moreover, the stock has experienced significant volatility, with a price that has fallen by almost 70% over the last year, indicating a period of uncertainty for investors.


On the positive side, Accolade operates with a moderate level of debt and has liquid assets that exceed its short-term obligations, suggesting financial stability in meeting its immediate liabilities. While the company does not pay a dividend, which might be a factor for income-focused investors, its high shareholder yield is a notable InvestingPro Tip that could attract those looking for potential stock buybacks or debt reduction.


For investors interested in deeper analysis, there are additional InvestingPro Tips available, which provide further insights into Accolade's financial health and market performance. These tips can be found on the InvestingPro platform, which includes comprehensive tools and data for serious investors.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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