HQY
HealthEquity, Inc.
82.45
2 x 58.69
2 x 100.46
bid
ask
+
4.70
6.05%
2 @ 04:00 PM
82.45 +0.00 (0.00%)
| Ytd | -10.00% | |
| 1y | -3.94% |
77.47
day range
82.84
73.21
52 week range
113.06
| Open | 78.38 | Prev Close | 77.75 | Low | 77.47 | High | 82.84 | Mkt Cap | 6.97B |
| Vol | 771.22K | Avg Vol | 979.50K | EPS | 2.61 | P/E | 31.59 | Forward P/E | 14.56 |
| Beta | 0.26 | Short Ratio | 3.52 | Inst. Own | 109.95% | Dividend | N/A | Div Yield | N/A |
| Ex Div Date | N/A | Earning | 06-02 | 50-d Avg | 80.10 | 200-d Avg | 89.83 | 1yr Est | 112.88 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2026-06-02 | 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 |
|---|---|---|---|---|
| 2025-12-30 | Blackrock Inc. | 11.22M | 924.75M | 13.28% |
| 2025-12-30 | Vanguard Group Inc | 8.67M | 714.72M | 10.26% |
| 2026-03-30 | Wasatch Advisors LP | 7.20M | 593.88M | 8.53% |
| 2025-12-30 | State Street Corporation | 3.09M | 254.86M | 3.66% |
| 2025-12-30 | Geode Capital Management, LLC | 2.20M | 181.49M | 2.61% |
| 2025-12-30 | FMR, LLC | 2.05M | 169.23M | 2.43% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-02-27 | iShares Trust-iShares Core S&P Mid-Cap ETF | 2.78M | 229.29M | 3.29% |
| 2025-12-30 | VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.73M | 224.95M | 3.23% |
| 2026-02-27 | iShares Trust-iShares Russell 2000 ETF | 2.08M | 171.29M | 2.46% |
| 2025-12-30 | VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.95M | 161.17M | 2.31% |
| 2025-12-30 | WASATCH FUNDS TRUST-Wasatch Core Growth Fund | 1.74M | 143.11M | 2.05% |
| 2025-12-30 | VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.10M | 90.97M | 1.31% |
