Sectors
HQY
HealthEquity, Inc.
84.67
2 x 60.29
2 x 106.48
bid
ask
+
1.29
1.55%
2 @ 04:00 PM
84.67 +0.00 (0.00%)
Ytd -7.58%
1y -4.59%
81.92
day range
85.08
73.21
52 week range
113.06
Open 83.22 Prev Close 83.38 Low 81.92 High 85.08 Mkt Cap 7.23B
Vol 630.62K Avg Vol 1.03M EPS 2.46 P/E 34.42 Forward P/E 15.86
Beta 0.32 Short Ratio 3.69 Inst. Own 108.54% Dividend N/A Div Yield N/A
Ex Div Date N/A Earning 06-02 50-d Avg 80.14 200-d Avg 91.25 1yr Est 111.63
Earning
Date For Estimate Reported Surprise surprise %
2026-03-17 2026-01 0.89 0.78 -0.11 -12.36%
2025-12-03 2025-10 0.9 0.82 -0.08 -8.89%
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%
2025-09-02 2025-07 0.92 0.92 N/A N/A
2025-06-03 2025-04 0.81 0.97 0.16 19.75%
Upgrade / Downgrade
Date Firm Action From To
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
2026-02-17 BTIG Upgrade Buy Buy
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
2025-12-30 Blackrock Inc. 11.22M 949.64M 13.28%
2025-12-30 Vanguard Group Inc 8.67M 733.96M 10.26%
2025-12-30 Wasatch Advisors LP 6.59M 557.95M 7.80%
2025-12-30 State Street Corporation 3.09M 261.72M 3.66%
2025-12-30 Geode Capital Management, LLC 2.20M 186.38M 2.61%
2025-12-30 FMR, LLC 2.05M 173.79M 2.43%
Fund Ownership
Report Date Organization Position Value Percentage
2026-01-30 iShares Trust-iShares Core S&P Mid-Cap ETF 2.76M 233.57M 3.27%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 2.73M 231.00M 3.23%
2026-01-30 iShares Trust-iShares Russell 2000 ETF 2.03M 171.83M 2.40%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 1.95M 165.51M 2.31%
2025-12-30 WASATCH FUNDS TRUST-Wasatch Core Growth Fund 1.74M 146.96M 2.05%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund 1.10M 93.42M 1.31%