Discover

HQY
HealthEquity, Inc.
102.77
1 x 72.85
3 x 129.28
bid
ask
+
1.80
1.78%
10:09 AM
timesize
Ytd12.18%
1y6.67%
100.19
day range
102.71
72.76
52 week range
107.62
Open100.98Prev Close100.97Low100.19High102.71Mkt Cap8.50B
Vol95.04KAvg Vol836.22KEPS2.77P/E37.08Forward P/E18.36
Beta0.24Short Ratio6.76Inst. Own110.10%DividendN/ADiv YieldN/A
Ex Div DateN/AEarning08-2750-d Avg95.57200-d Avg88.671yr Est120.67
Earning
DateForEstimateReportedSurprisesurprise %
2026-12-022026-101.16N/AN/AN/A
2026-08-272026-071.191.240.054.20%
2026-05-282026-041.111.240.1311.71%
2026-03-172026-010.890.950.066.74%
2025-12-032025-100.911.010.110.75%
2025-09-022025-070.911.080.1718.16%
Upgrade / Downgrade
DateFirmActionFromTo
2026-10-21BMO CapitalUpgradeOutperformOutperform
2026-09-18BarclaysUpgradeOverweightOverweight
2026-08-31Deutsche BankUpgradeBuyBuy
2026-08-28BTIGUpgradeBuyBuy
2026-07-24BTIGUpgradeBuyBuy
2026-06-03RBC CapitalUpgradeOutperformOutperform
Profile
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. It offers health savings accounts (HAS); investment platform; online-only automated investment advisory services through Advisor, a Web-based tool. The company also provides flexible spending accounts (FSA) for health and dependent care; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. In addition, the company offers HSA and FSA members with access to certain healthcare products, programs, and services through its marketplace. It serves clients through a direct sales force; and brokers and advisors, a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. HealthEquity, Inc. was incorporated in 2002 and is based in Draper, Utah.
Insider Holder
DateNameRelationQuantityDescription
2026-03-24CUTLER SCOTT RAYMONDChief Executive Officer182.57KStock Award(Grant)
2026-08-24DILLON ADRIAN TDirector62.40KConversion of Exercise of derivative security
2026-07-09FIORE MICHAEL HENRYOfficer52.24KSale
2025-06-05KESSLER JONFormer0.00Conversion of Exercise of derivative security
2026-05-27LADD DELANO W IVGeneral Counsel91.14KSale
2026-03-24LUCANIA JAMES MChief Financial Officer111.85KStock Award(Grant)
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Blackrock Inc.11.28M1.14B13.63%
2026-09-29Wasatch Advisors LP7.01M707.95M8.48%
2026-06-29Morgan Stanley4.55M459.13M5.50%
2026-06-29Vanguard Portfolio Management LLC4.06M409.70M4.91%
2026-06-29Vanguard Capital Management LLC3.64M367.61M4.40%
2026-06-29State Street Corporation3.24M327.25M3.92%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-08-30iShares Trust-iShares Core S&P Mid-Cap ETF2.96M298.71M3.58%
2026-06-29VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.52M254.75M3.05%
2026-06-29WASATCH FUNDS TRUST-Wasatch Core Growth Fund2.23M225.04M2.69%
2026-08-30iShares Trust-iShares Russell 2000 ETF2.17M219.39M2.63%
2026-06-29VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.82M183.98M2.20%
2026-06-29Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund1.49M150.28M1.80%