HealthEquity

HQY

Market cap $7.95B

Overview Fund Activity

92.28 USD

+0.74

0.81%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

92.28

0.00

0%

1 day

0.81%

5 days

0.82%

1 month

3.07%

3 months

-7.73%

6 months

-8.38%

Year to date

-4.68%

1 year

17.11%

5 years

82.73%

10 years

194.82%

About: HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. It provides payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice to grow their tax-advantaged healthcare savings. It manages consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and administers Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It also provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States.

Employees: 3,120

Healthcare Health Information Services

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

58% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 50

38% more call options, than puts

Call options by funds: $34.3M | Put options by funds: $24.8M

18% more capital invested

Capital invested by funds: $8.13B [Q1] → $9.55B (+$1.43B) [Q2]

14% more funds holding in top 10

Funds holding in top 10: 7 [Q1] → 8 (+1) [Q2]

5% more funds holding

Funds holding: 460 [Q1] → 481 (+21) [Q2]

1% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 173

1.07% less ownership

Funds ownership: 106.55% [Q1] → 105.48% (-1.07%) [Q2]

See Fund Rankings

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$110

19% upside

Avg. target

$123

33% upside

High target

$134

45% upside

5 analyst ratings

5 positive

100%

0 neutral

0%

0 negative

0%

Jefferies Glen Santangelo	$134	Buy Maintained	3 Sep 2025
JP Morgan Anne Samuel	$126	Overweight Maintained	3 Sep 2025
Barrington Research Alexander Paris	$125	Outperform Maintained	3 Sep 2025
RBC Capital Daniel R. Perlin	$110	Outperform Maintained	3 Sep 2025
Raymond James C. Gregory Peters	$120	Strong Buy Reiterated	8 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 12 articles about HQY published over the past 30 days

Zacks Investment Research

Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term

HealthEquity: Swing Trading Stock With A Beat And Raise

HealthEquity reported strong Q2 results with revenue and earnings beats, but valuation remains stretched, justifying a neutral-to-cautiously bullish rating. The company operates in a large, growing healthcare savings market, with solid account and asset growth driven mostly by organic expansion. Financial metrics were robust: revenue up 8.6%, adjusted EBITDA up 18%, and margin expansion, with continued share repurchases but no dividend yet.

HealthEquity: Swing Trading Stock With A Beat And Raise

Zacks Investment Research

HealthEquity Stock Gains as Q2 Earnings Beat Estimates, Revenues Up Y/Y

HQY's Q2 results reflect EPS growth of 25.6% year over year, revenue growth of 8.6% and a 12% increase in HSA. The company also updates its fiscal 2026 guidance.

HealthEquity Stock Gains as Q2 Earnings Beat Estimates, Revenues Up Y/Y

HealthEquity, Inc. (HQY) Q2 2026 Earnings Call Transcript

HealthEquity, Inc. (NASDAQ:HQY ) Q2 2026 Earnings Call September 2, 2025 4:30 PM EDT Company Participants Richard Putnam - Vice President of Investor Relations Scott Cutler - CEO, President & Director Stephen D. Neeleman - Founder & Vice Chairman James Lucania - CFO & Executive VP Conference Call Participants Brian Tanquilut - Jefferies LLC, Research Division Charles Peters - Raymond James & Associates, Inc., Research Division Scott Schoenhaus - KeyBanc Capital Markets Inc., Research Division George Hill - Deutsche Bank AG, Research Division Allen Lutz - BofA Securities, Research Division Mark Marcon - Robert W.

HealthEquity, Inc. (HQY) Q2 2026 Earnings Call Transcript

Zacks Investment Research

Compared to Estimates, HealthEquity (HQY) Q2 Earnings: A Look at Key Metrics

Although the revenue and EPS for HealthEquity (HQY) give a sense of how its business performed in the quarter ended July 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, HealthEquity (HQY) Q2 Earnings: A Look at Key Metrics

Zacks Investment Research

HealthEquity (HQY) Q2 Earnings and Revenues Surpass Estimates

HealthEquity (HQY) came out with quarterly earnings of $1.08 per share, beating the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $0.86 per share a year ago.

HealthEquity (HQY) Q2 Earnings and Revenues Surpass Estimates

HealthEquity Stock Climbs After Q2 Earnings Report: Here's Why

HealthEquity, Inc. HQY released its second-quarter results after Tuesday's closing bell. Here's a look at the key figures from the quarter.

HealthEquity Stock Climbs After Q2 Earnings Report: Here's Why

HealthEquity Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

HealthEquity, Inc. HQY will release earnings results for the second quarter after the closing bell on Tuesday, Sept. 2.

HealthEquity Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

HealthEquity: Scale Platform With Asset‑Linked Revenues And Thick Incremental Margins

HQY remains a buy for long-term investors, with exceptional economics, high margins, and capital-light growth despite recent multiple contraction. Q1 FY26 results showed strong revenue and earnings growth, margin expansion, and operating leverage, confirming the business is scaling efficiently. The recurring, asset-linked revenue model benefits from secular healthcare tailwinds, high switching costs, and robust cash conversion cycles.

HealthEquity: Scale Platform With Asset‑Linked Revenues And Thick Incremental Margins

HealthEquity's AI-Powered Tool Recognized for Innovation in Streamlining Benefits Education

Industry Leader's HSAnswers Wins Multiple Awards to Transform Complex Healthcare Benefits Information to Accessible and Reliable Intel For Millions Industry Leader's HSAnswers Wins Multiple Awards to Transform Complex Healthcare Benefits Information to Accessible and Reliable Intel For Millions

HealthEquity's AI-Powered Tool Recognized for Innovation in Streamlining Benefits Education

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