Sectors
HQY
HealthEquity, Inc.
81.87
2 x 81.83
1 x 81.98
bid
ask
-
0.45
0.55%
11:59 AM
timesize
| Ytd | -10.64% | |
| 1y | -16.16% |
81.68
day range
83.00
72.76
52 week range
116.65
| Open | 82.75 | Prev Close | 82.32 | Low | 81.68 | High | 83.00 | Mkt Cap | 6.86B |
| Vol | 250.71K | Avg Vol | 925.67K | EPS | 2.46 | P/E | 33.28 | Forward P/E | 15.39 |
| Beta | 0.19 | Short Ratio | 5.06 | Inst. Own | 107.90% | Dividend | N/A | Div Yield | N/A |
| Ex Div Date | N/A | Earning | 05-28 | 50-d Avg | 81.75 | 200-d Avg | 88.75 | 1yr Est | 112.88 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2026-05-28 | 2026-04 | 1.11 | N/A | N/A | N/A |
| 2026-03-17 | 2026-01 | 0.89 | 0.95 | 0.06 | 6.74% |
| 2025-12-03 | 2025-10 | 0.9 | 1.01 | 0.11 | 12.22% |
| 2025-09-02 | 2025-07 | 0.92 | 1.08 | 0.16 | 17.39% |
| 2025-06-03 | 2025-04 | 0.81 | 0.97 | 0.16 | 19.75% |
| 2025-03-18 | 2025-01 | 0.71 | 0.69 | -0.02 | -2.82% |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 2026-04-09 | BMO Capital | Upgrade | Market Perform | Outperform |
| 2026-03-19 | Deutsche Bank | Upgrade | Buy | Buy |
| 2026-03-18 | Barrington Research | Upgrade | Outperform | Outperform |
| 2026-03-18 | JP Morgan | Upgrade | Overweight | Overweight |
| 2026-03-18 | RBC Capital | Upgrade | Outperform | Outperform |
| 2026-02-18 | Barclays | Upgrade | Overweight | Overweight |
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
| Date | Name | Relation | Quantity | Description |
|---|---|---|---|---|
| 2026-03-24 | CUTLER SCOTT RAYMOND | Chief Executive Officer | 182.57K | Stock Award(Grant) |
| 2025-06-25 | DILLON ADRIAN T | Director | 59.52K | Stock Award(Grant) |
| 2025-09-04 | DILSAVER EVELYN S | Director | 48.21K | Sale |
| 2026-03-24 | FIORE MICHAEL HENRY | Officer | 65.63K | Stock Award(Grant) |
| 2025-06-05 | KESSLER JON | Former | 0.00 | Sale |
| 2026-03-24 | LADD DELANO W IV | General Counsel | 108.85K | Stock Award(Grant) |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-03-30 | Blackrock Inc. | 10.53M | 867.03M | 12.47% |
| 2026-03-30 | Wasatch Advisors LP | 7.20M | 592.95M | 8.53% |
| 2026-03-30 | Vanguard Portfolio Management LLC | 4.16M | 342.75M | 4.93% |
| 2026-03-30 | Vanguard Capital Management LLC | 3.82M | 314.78M | 4.53% |
| 2025-12-30 | State Street Corporation | 3.09M | 254.46M | 3.66% |
| 2025-12-30 | Geode Capital Management, LLC | 2.20M | 181.21M | 2.61% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-03-30 | iShares Trust-iShares Core S&P Mid-Cap ETF | 2.83M | 233.04M | 3.35% |
| 2025-12-30 | VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.73M | 224.59M | 3.23% |
| 2026-03-30 | iShares Trust-iShares Russell 2000 ETF | 2.04M | 168.21M | 2.42% |
| 2025-12-30 | VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.95M | 160.92M | 2.31% |
| 2026-03-30 | WASATCH FUNDS TRUST-Wasatch Core Growth Fund | 1.86M | 153.28M | 2.20% |
| 2025-12-30 | VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.10M | 90.83M | 1.31% |
