HQY icon

HealthEquity

104.76 USD
+0.77
0.74%
At close Jun 13, 4:00 PM EDT
After hours
104.76
+0.00
0.00%
1 day
0.74%
5 days
-6.09%
1 month
8.01%
3 months
11.48%
6 months
9.56%
Year to date
8.21%
1 year
25.90%
5 years
71.99%
10 years
257.79%
 

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

0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 8 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

62% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 47

40% more funds holding in top 10

Funds holding in top 10: 5 [Q4 2024] → 7 (+2) [Q1 2025]

39% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 140

5% more funds holding

Funds holding: 438 [Q4 2024] → 459 (+21) [Q1 2025]

2.22% more ownership

Funds ownership: 104.03% [Q4 2024] → 106.26% (+2.22%) [Q1 2025]

2% less call options, than puts

Call options by funds: $27.5M | Put options by funds: $28M

6% less capital invested

Capital invested by funds: $8.65B [Q4 2024] → $8.1B (-$549M) [Q1 2025]

Research analyst outlook

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

Low target
$100
5%
downside
Avg. target
$115
10%
upside
High target
$125
19%
upside

8 analyst ratings

positive
88%
neutral
13%
negative
0%
Barrington Research
Alexander Paris
19%upside
$125
Outperform
Maintained
5 Jun 2025
Deutsche Bank
George Hill
10%upside
$115
Buy
Maintained
5 Jun 2025
Goldman Sachs
David Roman
1%downside
$104
Neutral
Maintained
4 Jun 2025
RBC Capital
Daniel Perlin
12%upside
$117
Outperform
Maintained
4 Jun 2025
B of A Securities
Allen Lutz
19%upside
$125
Buy
Maintained
4 Jun 2025

Financial journalist opinion

Based on 24 articles about HQY published over the past 30 days

Positive
Zacks Investment Research
3 days ago
Here's Why HealthEquity (HQY) is a Strong Momentum Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Here's Why HealthEquity (HQY) is a Strong Momentum Stock
Positive
Zacks Investment Research
4 days ago
Here's Why HealthEquity (HQY) is a Strong Growth Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Here's Why HealthEquity (HQY) is a Strong Growth Stock
Positive
Zacks Investment Research
5 days ago
HealthEquity (HQY) is an Incredible Growth Stock: 3 Reasons Why
HealthEquity (HQY) possesses solid growth attributes, which could help it handily outperform the market.
HealthEquity (HQY) is an Incredible Growth Stock: 3 Reasons Why
Positive
Benzinga
5 days ago
5 Stocks In The Spotlight From Wall Street's Most Accurate Analysts Last Week
U.S. stocks settled higher on Friday, with the Dow Jones index gaining more than 400 points during the session following the release of jobs data.
5 Stocks In The Spotlight From Wall Street's Most Accurate Analysts Last Week
Positive
Zacks Investment Research
1 week ago
MD or HQY: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Medical Services sector might want to consider either Pediatrix Medical Group (MD) or HealthEquity (HQY). But which of these two companies is the best option for those looking for undervalued stocks?
MD or HQY: Which Is the Better Value Stock Right Now?
Positive
Zacks Investment Research
1 week ago
2 Buy-Rated Stocks to Watch After Strong Q1 Results: OLLI, HQY
Ollie's Bargain Outlet (OLLI) and HealthEquity (HQY) have implemented successful growth strategies that investors are surely looking for.
2 Buy-Rated Stocks to Watch After Strong Q1 Results: OLLI, HQY
Positive
Benzinga
1 week ago
HealthEquity Analysts Boost Their Forecasts After Upbeat Earnings
HealthEquity, Inc. HQY posted better-than-expected first-quarter results after Tuesday's closing bell.
HealthEquity Analysts Boost Their Forecasts After Upbeat Earnings
Neutral
Yahoo Finance
1 week ago
How HSAs can help tackle the health affordability crisis: HealthEquity CEO explains
Health savings accounts, better known as HSAs, are designed to help people pay for their healthcare and come with some tax advantages. In the video above, HealthEquity CEO Scott Cutler explains the pros and cons of HSAs and how they may be impacted by President Trump's "Big Beautiful Bill.
How HSAs can help tackle the health affordability crisis: HealthEquity CEO explains
Positive
Zacks Investment Research
1 week ago
HealthEquity Stock Gains as Q1 Earnings Beat Estimates, Revenues Up Y/Y
HQY surpasses fiscal first-quarter revenue expectations on robust HSA growth. The company also updates its fiscal 2026 guidance.
HealthEquity Stock Gains as Q1 Earnings Beat Estimates, Revenues Up Y/Y
Positive
The Motley Fool
1 week ago
HealthEquity Lifts Outlook on Q1 Growth
HealthEquity (HQY 9.01%) reported fiscal 2026 first quarter (ended April 30, 2025) earnings on June 3, 2025, delivering 15% year-over-year revenue growth and raising full-year guidance. Key milestones included a 19% increase in adjusted EBITDA to $140.2 million, sharp reductions in quarterly fraud costs, and notable progress advancing both AI-enabled member experiences and regulatory engagement for expanded Health Savings Account (HSA) usage.
HealthEquity Lifts Outlook on Q1 Growth
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