Sectors

HQY
HealthEquity, Inc.
94.50
1 x 92.67
1 x 94.00
bid
ask
-
1.16
1.21%
75 @ 06:00 PM
92.67 -1.83 (1.94%)
Ytd3.15%
1y-2.92%
93.41
day range
95.64
72.76
52 week range
105.96
Open93.65Prev Close95.66Low93.41High95.64Mkt Cap7.93B
Vol1.04MAvg Vol995.97KEPS2.67P/E35.51Forward P/E17.34
Beta0.21Short Ratio4.48Inst. Own107.09%DividendN/ADiv YieldN/A
Ex Div DateN/AEarning05-2850-d Avg86.52200-d Avg88.121yr Est115.56
Earning
DateForEstimateReportedSurprisesurprise %
2026-05-282026-041.11N/AN/AN/A
2026-03-172026-010.890.950.066.74%
2025-12-032025-100.91.010.1112.22%
2025-09-022025-070.921.080.1617.39%
2025-06-032025-040.810.970.1619.75%
2025-03-182025-010.710.69-0.02-2.82%
Upgrade / Downgrade
DateFirmActionFromTo
2026-06-03RBC CapitalUpgradeOutperformOutperform
2026-06-01CitizensUpgradeMarket OutperformMarket Outperform
2026-05-29RBC CapitalUpgradeOutperformOutperform
2026-05-22Barrington ResearchUpgradeOutperformOutperform
2026-04-09BMO CapitalUpgradeMarket PerformOutperform
2026-03-19Deutsche BankUpgradeBuyBuy
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)
2026-06-24DILLON ADRIAN TDirector62.40KStock Award(Grant)
2026-06-24DILSAVER EVELYN SDirector51.09KStock Award(Grant)
2026-07-01FIORE MICHAEL HENRYOfficer56.64KSale
2025-06-05KESSLER JONFormer0.00Sale
2026-05-27LADD DELANO W IVGeneral Counsel91.14KSale
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30Blackrock Inc.10.53M998.58M12.60%
2026-03-30Wasatch Advisors LP7.20M682.91M8.62%
2026-03-30Vanguard Portfolio Management LLC4.16M394.75M4.98%
2026-03-30Vanguard Capital Management LLC3.82M362.53M4.57%
2026-03-30State Street Corporation3.10M293.90M3.71%
2026-03-30Morgan Stanley2.49M235.69M2.97%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-05-30iShares Trust-iShares Core S&P Mid-Cap ETF2.90M274.79M3.47%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.71M257.34M3.25%
2026-05-30iShares Trust-iShares Russell 2000 ETF2.02M191.50M2.42%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.97M186.77M2.36%
2026-03-30WASATCH FUNDS TRUST-Wasatch Core Growth Fund1.86M176.53M2.23%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund1.10M104.63M1.32%