HealthEquity, Inc. HQY
Set alert
103.67 USD +1.20 +1.17%
At close · Nov 2
103.67 0.00 0.00%
After hours · Nov 2, 4:00 PM ET
102.35 Day range 105.21
72.76 52-week range 107.62
- YTD
- +13.16%
- 1 year
- +9.61%
- Open
- 102.85
- Prev close
- 102.47
- Mkt cap
- 8.58B
- Vol
- 991.25K
- Avg vol
- 837.41K
- EPS
- 2.77
- P/E
- 37.43
- Div yield
- 0.00%
More statistics
- Low
- 102.35
- High
- 105.21
- Forward P/E
- 18.79
- Beta
- 0.19
- Short ratio
- 6.60
- Inst. own
- 110.96%
- Dividend
- 0.00
- Ex-div date
- Earnings
- Dec 2, 2026
- 50-d avg
- 95.37
- 200-d avg
- 89.01
- 1y target
- 120.67
2Y chart
Events in this range
- Sep 2, 2025Earnings: 1.08; estimate 0.914; surprise 18.16%
- Dec 3, 2025Earnings: 1.01; estimate 0.912; surprise 10.75%
- Mar 17, 2026Earnings: 0.95; estimate 0.89; surprise 6.74%
- May 28, 2026Earnings: 1.24; estimate 1.11; surprise 11.71%
- Jun 3, 2026Rating: RBC Capital · Outperform → Outperform
- Jul 24, 2026Rating: BTIG · Buy → Buy
- Aug 27, 2026Earnings: 1.24; estimate 1.19; surprise 4.2%
- Aug 28, 2026Rating: BTIG · Buy → Buy
- Aug 31, 2026Rating: Deutsche Bank · Buy → Buy
- Sep 18, 2026Rating: Barclays · Overweight → Overweight
- Oct 21, 2026Rating: BMO Capital · Outperform → Outperform
Signals (105)
| Name | Date | Ago |
|---|---|---|
| RSI: Overbought | Oct 23, 2026 | 1 week ago |
| SMA: Bullish | Oct 20, 2026 | 1 week ago |
| MACD: Buy Signal | Oct 5, 2026 | 4 weeks ago |
| SMA: Bullish | Oct 1, 2026 | 1 month ago |
| RSI: Oversold | Sep 29, 2026 | 1 month ago |
| RSI: Oversold | Sep 25, 2026 | 1 month ago |
| SMA: Bearish | Sep 24, 2026 | 1 month ago |
| SMA: Bearish | Aug 27, 2026 | 2 months ago |
| MACD: Sell Signal | Aug 14, 2026 | 2 months ago |
| RSI: Overbought | Jul 29, 2026 | 3 months ago |
| MACD: Buy Signal | Jul 28, 2026 | 3 months ago |
| MACD: Sell Signal | Jul 23, 2026 | 3 months ago |
| RSI: Overbought | Jul 6, 2026 | 3 months ago |
| SMA: Bullish | Jun 30, 2026 | 4 months ago |
| MACD: Buy Signal | Jun 30, 2026 | 4 months ago |
| SMA: Bearish | Jun 29, 2026 | 4 months ago |
| SMA: Bullish | Jun 26, 2026 | 4 months ago |
| SMA: Bullish | Jun 26, 2026 | 4 months ago |
| SMA: Bearish | Jun 25, 2026 | 4 months ago |
| SMA: Bullish | Jun 23, 2026 | 4 months ago |
Newest 20 of 105.
Key statistics
- Market cap
- 8.58B
- Enterprise value
- 9.19B
- Trailing P/E
- 37.43
- Forward P/E
- 18.79
- PEG ratio
- 1.26
- Price / sales
- 6.30
- Price / book
- 4.32
- EPS (TTM)
- 2.77
- Beta
- 0.19
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Profit margin
- 17.36%
- Revenue (TTM)
- 1.36B
- Revenue growth
- 7.60%
- Free cash flow
- 397.51M
- Total cash
- 256.00M
- Total debt
- 971.02M
- Return on equity
- 11.43%
- Shares outstanding
- 82.72M
- Short % of float
- 9.54%
- 50-day average
- 95.37
- 200-day average
- 89.01
Analyst view
Consensus: strong buy
Strong buy
Price target (mean) 120.67 +16.4% upside
Now 103.67
- Target (low)
- 108.00
- Target (mean)
- 120.67
- Target (high)
- 142.00
Ratings (0m) 15 15 buy · 0 hold · 0 sell
- Strong buy5
- Buy10
- Hold0
- Sell0
- Strong sell0
Next earnings
Dec 2, 2026
Expected Dec 2, 2026. Consensus EPS estimate 1.15.
Financials — quick view
HQY Revenue — quarterly 350.73M
HQY Net income — quarterly 65.64M
HQY EPS — quarterly 0.79
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Dec 2, 2026 | Oct 31, 2026 | 1.16 | — | — | — |
| Aug 27, 2026 | Jul 31, 2026 | 1.19 | 1.24 | +0.05 | +4.20% |
| May 28, 2026 | Apr 30, 2026 | 1.11 | 1.24 | +0.13 | +11.71% |
| Mar 17, 2026 | Jan 31, 2026 | 0.89 | 0.95 | +0.06 | +6.74% |
| Dec 3, 2025 | Oct 31, 2025 | 0.912 | 1.01 | +0.10 | +10.75% |
| Sep 2, 2025 | Jul 31, 2025 | 0.914 | 1.08 | +0.17 | +18.16% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 21, 2026 | BMO Capital | main | Outperform | Outperform |
| Sep 18, 2026 | Barclays | main | Overweight | Overweight |
| Aug 31, 2026 | Deutsche Bank | main | Buy | Buy |
| Aug 28, 2026 | BTIG | reit | Buy | Buy |
| Jul 24, 2026 | BTIG | main | Buy | Buy |
| Jun 3, 2026 | RBC Capital | reit | Outperform | Outperform |
About HealthEquity, Inc.
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.
- Sector
- Healthcare
- Industry
- Health Information Services
- Country
- United States
- Website
- healthequity.com
News
- Is HealthEquity (HQY) a Solid Growth Stock? 3 Reasons to Think "Yes"
- BMO Capital Maintains Outperform on HealthEquity, Raises Price Target to $125
- Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term
- Reasons to Hold HealthEquity Stock in Your Portfolio for Now
- HealthEquity: AI Cash Fears Create A 'Buy' Opportunity
- HealthEquity Appoints Moody's CFO Noémie Heuland to Board of Directors
- Here's Why HealthEquity (HQY) is a Strong Growth Stock
- Barclays Maintains Overweight on HealthEquity, Raises Price Target to $115
- Reasons to Hold HealthEquity Stock in Your Portfolio for Now
- HQY Up 15.7% in 3 Months as HSA Growth Builds: Can the Rally Continue?
Your note
Sign in to keep a note on HQY — it syncs with the Stock Master app.
Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| CUTLER SCOTT RAYMOND | Chief Executive Officer | Stock Award(Grant) | Mar 24, 2026 | 182,574 |
| DILLON ADRIAN T | Director | Conversion of Exercise of derivative security | Aug 24, 2026 | 62,395 |
| FIORE MICHAEL HENRY | Officer | Sale | Jul 9, 2026 | 52,244 |
| KESSLER JON | Former | Conversion of Exercise of derivative security | Jun 5, 2025 | 0 |
| LADD DELANO W IV | General Counsel | Sale | May 27, 2026 | 91,141 |
| LUCANIA JAMES M | Chief Financial Officer | Stock Award(Grant) | Mar 24, 2026 | 111,849 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 13.63% | 11,277,914 | 1.17B | Jun 29, 2026 |
| Wasatch Advisors LP | 8.48% | 7,011,469 | 726.88M | Sep 29, 2026 |
| Morgan Stanley | 5.50% | 4,547,219 | 471.41M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.91% | 4,057,643 | 420.66M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.40% | 3,640,776 | 377.44M | Jun 29, 2026 |
| State Street Corporation | 3.92% | 3,241,046 | 336.00M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 3.60% | 2,977,919 | 308.72M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.05% | 2,523,016 | 261.56M | Jun 29, 2026 |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | 2.69% | 2,228,785 | 231.06M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.65% | 2,191,650 | 227.21M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.20% | 1,822,161 | 188.90M | Jun 29, 2026 |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | 1.80% | 1,488,394 | 154.30M | Jun 29, 2026 |