Sectors

HQY
HealthEquity, Inc.
97.77
1 x 85.00
1 x 101.00
bid
ask
-
1.11
1.12%
04:00 PM
Ytd6.72%
1y0.71%
96.60
day range
99.18
72.76
52 week range
105.96
Open96.60Prev Close98.88Low96.60High99.18Mkt Cap8.17B
Vol549.46KAvg Vol958.08KEPS4.28P/E22.84Forward P/E20.28
Beta0.21Short Ratio4.48Inst. Own108.15%DividendN/ADiv YieldN/A
Ex Div DateN/AEarning05-2850-d Avg89.02200-d Avg88.201yr Est115.56
Earning
DateForEstimateReportedSurprisesurprise %
2026-09-012026-071.19N/AN/AN/A
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%
2025-06-032025-040.810.970.1619.31%
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 Inc10.53M0.0012.60%
2025-12-30Vanguard Group Inc8.67M0.0010.37%
2026-03-30Wasatch Advisors LP7.20M0.008.62%
2026-03-30Vanguard Portfolio Management, LLC4.16M0.004.98%
2026-03-30Vanguard Capital Management, LLC3.82M0.004.57%
2026-03-30State Street Corp3.10M0.003.71%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-05-28iShares Core S&P Mid-Cap ETF2.90M0.003.47%
2026-04-29Vanguard Total Stock Mkt Idx Inv2.72M0.003.26%
2026-05-28iShares Russell 2000 ETF2.02M0.002.42%
2026-04-29Vanguard Small Cap Index1.97M0.002.35%
2026-03-30Wasatch Core Growth1.86M0.002.23%
2026-04-29Eaton Vance Atlanta Capital SMID-Cap I1.49M0.001.78%