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HQY
HealthEquity, Inc.
96.26
2 x 68.78
2 x 121.25
bid
ask
+
1.71
1.81%
2 @ 07:30 PM
96.26 +0.00 (0.00%)
Ytd5.08%
1y4.25%
94.41
day range
96.69
73.21
52 week range
106.79
Open95.52Prev Close94.55Low94.41High96.69Mkt Cap7.96B
Vol652.36KAvg Vol870.25KEPS2.77P/E34.75Forward P/E17.50
Beta0.23Short Ratio5.30Inst. Own111.69%DividendN/ADiv YieldN/A
Ex Div DateN/AEarning08-2750-d Avg99.51200-d Avg89.251yr Est119.00
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
2026-08-31Deutsche BankUpgradeBuyBuy
2026-08-28BTIGUpgradeBuyBuy
2026-07-24BTIGUpgradeBuyBuy
2026-06-03RBC CapitalUpgradeOutperformOutperform
2026-06-01CitizensUpgradeMarket OutperformMarket Outperform
2026-05-29RBC 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 TDirector62.40KSale
2026-06-24DILSAVER EVELYN SDirector51.09KStock Award(Grant)
2026-07-09FIORE MICHAEL HENRYOfficer52.24KSale
2025-06-05KESSLER JONFormer0.00Sale
2026-05-27LADD DELANO W IVGeneral Counsel91.14KSale
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Blackrock Inc.11.28M1.09B13.63%
2026-06-29Wasatch Advisors LP7.96M766.30M9.62%
2026-06-29Morgan Stanley4.55M437.72M5.50%
2026-06-29Vanguard Portfolio Management LLC4.06M390.59M4.91%
2026-06-29Vanguard Capital Management LLC3.64M350.46M4.40%
2026-06-29State Street Corporation3.24M311.98M3.92%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-07-30iShares Trust-iShares Core S&P Mid-Cap ETF2.90M279.31M3.51%
2026-06-29VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.52M242.87M3.05%
2026-06-29WASATCH FUNDS TRUST-Wasatch Core Growth Fund2.23M214.54M2.69%
2026-06-29iShares Trust-iShares Russell 2000 ETF2.18M209.68M2.63%
2026-06-29VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.82M175.40M2.20%
2026-06-29Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund1.49M143.27M1.80%