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HQY
HealthEquity, Inc.
105.41
2 x 75.77
2 x 133.24
bid
ask
+
1.14
1.09%
2 @ 07:30 PM
105.41 +0.00 (0.00%)
Ytd15.06%
1y15.76%
103.01
day range
105.69
73.21
52 week range
106.79
Open104.18Prev Close104.27Low103.01High105.69Mkt Cap8.81B
Vol608.78KAvg Vol882.59KEPS2.67P/E39.48Forward P/E19.35
Beta0.23Short Ratio5.32Inst. Own110.49%DividendN/ADiv YieldN/A
Ex Div DateN/AEarning08-2750-d Avg96.58200-d Avg89.311yr Est118.53
Earning
DateForEstimateReportedSurprisesurprise %
2026-08-272026-071.19N/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
2026-07-24BTIGUpgradeBuyBuy
2026-06-03RBC CapitalUpgradeOutperformOutperform
2026-06-01CitizensUpgradeMarket OutperformMarket Outperform
2026-05-29RBC CapitalUpgradeOutperformOutperform
2026-05-22Barrington ResearchUpgradeOutperformOutperform
2026-04-09BMO CapitalUpgradeMarket PerformOutperform
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)
2026-07-09FIORE MICHAEL HENRYOfficer52.24KSale
2025-06-05KESSLER JONFormer0.00Conversion of Exercise of derivative security
2026-05-27LADD DELANO W IVGeneral Counsel91.14KSale
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Blackrock Inc.11.28M1.19B13.49%
2026-06-29Wasatch Advisors LP7.96M839.14M9.52%
2026-06-29Morgan Stanley4.55M479.32M5.44%
2026-06-29Vanguard Portfolio Management LLC4.06M427.72M4.85%
2026-06-29Vanguard Capital Management LLC3.64M383.77M4.35%
2026-06-29State Street Corporation3.24M341.64M3.88%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-07-30iShares Trust-iShares Core S&P Mid-Cap ETF2.90M305.85M3.47%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.71M286.11M3.25%
2026-06-29iShares Trust-iShares Russell 2000 ETF2.19M230.98M2.62%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.97M207.65M2.36%
2026-03-30WASATCH FUNDS TRUST-Wasatch Core Growth Fund1.86M196.27M2.23%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund1.10M116.32M1.32%