HQY

HealthEquity, Inc. NASDAQ

Healthcare ·Medical - Healthcare Information Services ·US · healthequity.com

$82.18

Mkt Cap $6.9B

52w Low $72.76 21.5% of range 52w High $116.65

50d MA $80.87 200d MA $89.39

P/E (TTM) 33.0x

EV/EBITDA 25.0x

P/B 3.4x

Debt/Equity 0.5x

ROE 10.2%

P/FCF 16.2x

RSI (14) —

ATR (14) —

Beta 0.26

50d MA $80.87

200d MA $89.39

Avg Volume 984.0K

About

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment c…

Recent Earnings

Date	Time	Est	Rptd	Surp	Base	Gap%	D1%	D2%	D3%	D4%	D5%	Guide ▲★
Mar 17, 2026	AMC	0.89	0.95	+6.7%	79.40	+0.0%	+0.2%	+2.2%	+2.0%	+2.8%	+3.4%	—
Dec 3, 2025	AMC	0.91	1.01	+10.7%	98.64	+3.9%	-3.0%	-4.2%	-6.6%	-5.5%	-3.0%	—
Sep 2, 2025	AMC	0.91	1.08	+18.2%	88.85	+5.2%	+7.5%	+10.0%	+3.0%	+4.7%	+4.7%	—
Jun 3, 2025	AMC	0.81	0.97	+19.3%	103.76	+8.0%	+9.0%	+8.6%	+7.5%	+7.1%	+3.3%	—
Mar 18, 2025	AMC	0.71	0.69	-2.8%	101.67	-16.4%	-17.1%	-16.8%	-16.5%	-11.2%	-11.3%	—
Dec 9, 2024	AMC	0.71	0.78	+9.9%	101.00	-3.8%	-5.6%	-3.6%	-5.9%	-5.3%	-7.8%	—
Sep 3, 2024	AMC	0.70	0.86	+23.0%	78.63	-0.7%	+5.1%	+1.1%	-3.0%	-3.0%	-5.0%	—
Jun 3, 2024	AMC	0.66	0.80	+22.0%	81.22	+4.4%	+2.7%	+4.5%	+3.0%	+5.0%	+7.0%	—
Mar 19, 2024	AMC	0.56	0.63	+12.5%	83.53	-0.9%	-2.6%	-1.6%	-4.7%	-5.0%	-4.8%	—
Dec 5, 2023	AMC	0.49	0.60	+22.4%	69.02	+1.1%	+0.4%	-1.9%	-0.8%	+2.7%	+1.3%	—
Sep 5, 2023	AMC	0.47	0.53	+12.8%	66.84	+1.6%	+3.8%	+6.8%	+1.8%	+4.8%	+5.6%	—
Jun 5, 2023	AMC	0.41	0.50	+22.0%	58.84	+7.9%	+11.6%	+11.1%	+7.7%	+10.2%	+8.9%	—

Recent Analyst Ratings

Date	Firm	Action	Grade	Target	Base	Open	Gap%	D1%	D2%	D3%	D4%	D5%
Apr 9	BMO Capital	Upgrade	Market Perform → Outperform	—	$81.95	$83.48	+1.9%	+2.7%	-4.9%	-2.5%	-0.7%	+2.1%
Mar 19	Deutsche Bank	Maintains	Buy → Buy	—	$79.57	$79.91	+0.4%	+2.0%	+1.8%	+2.6%	+3.2%	+3.6%
Mar 18	RBC Capital	Maintains	Outperform → Outperform	—	$79.40	$79.40	+0.0%	+0.2%	+2.2%	+2.0%	+2.8%	+3.4%
Mar 18	JP Morgan	Maintains	Overweight → Overweight	—	$79.40	$79.40	+0.0%	+0.2%	+2.2%	+2.0%	+2.8%	+3.4%
Mar 18	Barrington Research	Maintains	Outperform → Outperform	—	$79.40	$79.40	+0.0%	+0.2%	+2.2%	+2.0%	+2.8%	+3.4%
Feb 18	Barclays	Maintains	Overweight → Overweight	—	$74.36	$75.85	+2.0%	+3.7%	+6.1%	+6.1%	+2.0%	+2.1%
Feb 17	BTIG	Maintains	Buy → Buy	—	$73.88	$73.38	-0.7%	+0.6%	+4.4%	+6.8%	+6.8%	+2.7%
Jan 9	Goldman Sachs	Downgrade	Neutral → Sell	—	$98.51	$95.56	-3.0%	-4.4%	-14.2%	-14.4%	-13.1%	-11.7%
Jan 8	KeyBanc Capital Markets	Maintains	Overweight → Overweight	—	$97.77	$97.60	-0.2%	+0.8%	-3.7%	-13.5%	-13.8%	-12.4%
Dec 4	Citizens	Maintains	Market Outperform → Market Outperform	—	$98.64	$102.50	+3.9%	-3.0%	-4.2%	-6.6%	-5.5%	-3.0%
Dec 4	BTIG	Maintains	Buy → Buy	—	$98.64	$102.50	+3.9%	-3.0%	-4.2%	-6.6%	-5.5%	-3.0%
Dec 4	Barrington Research	Maintains	Outperform → Outperform	—	$98.64	$102.50	+3.9%	-3.0%	-4.2%	-6.6%	-5.5%	-3.0%
Dec 4	JP Morgan	Maintains	Overweight → Overweight	—	$98.64	$102.50	+3.9%	-3.0%	-4.2%	-6.6%	-5.5%	-3.0%
Oct 8	KeyBanc Capital Markets	Maintains	Overweight → Overweight	—	$88.50	$88.42	-0.1%	+4.1%	+4.8%	+2.3%	+5.3%	+6.3%
Sep 3	RBC Capital	Maintains	Outperform → Outperform	—	$88.85	$93.50	+5.2%	+7.5%	+10.0%	+3.0%	+4.7%	+4.7%
Sep 3	Barrington Research	Maintains	Outperform → Outperform	—	$88.85	$93.50	+5.2%	+7.5%	+10.0%	+3.0%	+4.7%	+4.7%
Sep 3	JP Morgan	Maintains	Overweight → Overweight	—	$88.85	$93.50	+5.2%	+7.5%	+10.0%	+3.0%	+4.7%	+4.7%
Sep 3	Jefferies	Maintains	Buy → Buy	—	$88.85	$93.50	+5.2%	+7.5%	+10.0%	+3.0%	+4.7%	+4.7%
Aug 29	Barrington Research	Maintains	Outperform → Outperform	—	$88.29	$88.24	-0.1%	+1.2%	+0.6%	+8.2%	+10.7%	+3.6%
Aug 28	RBC Capital	Maintains	Outperform → Outperform	—	$87.98	$88.06	+0.1%	+0.4%	+1.5%	+1.0%	+8.6%	+11.0%
Jul 8	Raymond James	Maintains	Strong Buy → Strong Buy	—	$101.83	$101.99	+0.2%	+1.3%	-1.8%	-4.6%	-7.2%	-4.4%
Jun 11	Jefferies	Maintains	Buy → Buy	—	$107.22	$106.96	-0.2%	-2.5%	-3.0%	-2.3%	-5.7%	-6.7%
Jun 5	Deutsche Bank	Maintains	Buy → Buy	—	$113.06	$112.96	-0.1%	-0.3%	-1.3%	-1.7%	-5.2%	-7.5%
Jun 5	Barrington Research	Maintains	Outperform → Outperform	—	$113.06	$112.96	-0.1%	-0.3%	-1.3%	-1.7%	-5.2%	-7.5%
Jun 4	BofA Securities	Maintains	Buy → Buy	—	$103.76	$112.08	+8.0%	+9.0%	+8.6%	+7.5%	+7.1%	+3.3%
Jun 4	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$103.76	$112.08	+8.0%	+9.0%	+8.6%	+7.5%	+7.1%	+3.3%
Jun 4	Goldman Sachs	Maintains	Neutral → Neutral	—	$103.76	$112.08	+8.0%	+9.0%	+8.6%	+7.5%	+7.1%	+3.3%
Jun 4	RBC Capital	Maintains	Outperform → Outperform	—	$103.76	$112.08	+8.0%	+9.0%	+8.6%	+7.5%	+7.1%	+3.3%
Apr 16	KeyBanc Capital Markets	Maintains	Overweight → Overweight	—	$83.03	$82.01	-1.2%	-0.7%	+1.8%	-3.4%	+0.5%	+3.7%
Apr 11	Barrington Research	Maintains	Outperform → Outperform	—	$79.94	$80.11	+0.2%	+2.8%	+4.3%	+3.9%	+3.2%	+5.7%
Mar 27	Goldman Sachs	Maintains	Neutral → Neutral	—	$89.22	$89.36	+0.2%	-0.4%	-2.5%	-1.0%	-2.4%	-0.5%
Mar 25	Raymond James	Upgrade	Outperform → Strong Buy	—	$90.32	$91.86	+1.7%	-0.1%	-1.2%	-1.6%	-3.7%	-2.2%
Mar 24	KeyBanc Capital Markets	Maintains	Overweight → Overweight	—	$84.88	$86.29	+1.7%	+6.4%	+6.3%	+5.1%	+4.7%	+2.5%
Mar 20	Deutsche Bank	Maintains	Buy → Buy	—	$84.32	$84.05	-0.3%	+0.3%	+0.7%	+7.1%	+7.0%	+5.8%
Mar 19	Barrington Research	Maintains	Outperform → Outperform	—	$101.67	$85.00	-16.4%	-17.1%	-16.8%	-16.5%	-11.2%	-11.3%
Mar 14	Barrington Research	Maintains	Outperform → Outperform	—	$93.97	$95.35	+1.5%	+3.7%	+7.2%	+8.2%	-10.3%	-10.0%
Feb 26	Wells Fargo	Maintains	Overweight → Overweight	—	$107.45	$107.36	-0.1%	-1.7%	-0.4%	+2.1%	-2.4%	-4.2%
Feb 25	Raymond James	Maintains	Outperform → Outperform	—	$109.43	$109.56	+0.1%	-1.8%	-3.5%	-2.2%	+0.3%	-4.2%
Jan 14	Deutsche Bank	Maintains	Buy → Buy	—	$101.82	$102.26	+0.4%	+1.8%	-1.1%	-1.7%	+0.6%	+2.9%
Dec 10	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$101.00	$97.18	-3.8%	-5.6%	-3.6%	-5.9%	-5.3%	-7.8%
Dec 10	RBC Capital	Maintains	Outperform → Outperform	—	$101.00	$97.18	-3.8%	-5.6%	-3.6%	-5.9%	-5.3%	-7.8%
Dec 2	Barrington Research	Maintains	Outperform → Outperform	—	$101.54	$101.82	+0.3%	+0.1%	-0.1%	+1.4%	-0.7%	-1.3%
Nov 14	BTIG	Maintains	Buy → Buy	—	$94.80	$95.18	+0.4%	+0.9%	+4.4%	+8.0%	+8.3%	+8.6%
Nov 13	BofA Securities	Maintains	Buy → Buy	—	$100.20	$97.79	-2.4%	-5.4%	-4.5%	-1.2%	+2.2%	+2.5%
Sep 20	Barrington Research	Maintains	Outperform → Outperform	—	$78.59	$78.75	+0.2%	+1.2%	+0.8%	+0.3%	-1.3%	+0.1%
Sep 4	BofA Securities	Maintains	Buy → Buy	—	$78.63	$78.11	-0.7%	+5.1%	+1.1%	-3.0%	-3.0%	-5.0%
Sep 4	Deutsche Bank	Maintains	Buy → Buy	—	$78.63	$78.11	-0.7%	+5.1%	+1.1%	-3.0%	-3.0%	-5.0%
Sep 4	Barrington Research	Maintains	Outperform → Outperform	—	$78.63	$78.11	-0.7%	+5.1%	+1.1%	-3.0%	-3.0%	-5.0%
Sep 4	RBC Capital	Maintains	Outperform → Outperform	—	$78.63	$78.11	-0.7%	+5.1%	+1.1%	-3.0%	-3.0%	-5.0%
Sep 4	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$78.63	$78.11	-0.7%	+5.1%	+1.1%	-3.0%	-3.0%	-5.0%

Recent Filings

8-K · 5.02 !!! Very High

Unknown — 8-K 5.02: Executive Change

Billtrust's CEO departed after nearly three years, creating leadership uncertainty that could disrupt operational continuity and strategy execution, warranting investor caution on near-term performance.

Apr 6

8-K · 5.02 !!! Very High

Unknown — 8-K 5.02: Executive Change

HQY's departure of an executive effective March 26, 2026 creates uncertainty about leadership continuity and strategy execution, potentially affecting investor confidence until a replacement is named.

Mar 30

8-K

Unknown — 8-K Filing

HQY's net income more than doubled with margins expanding significantly, driving EPS growth of 126% that substantially exceeds non-GAAP growth, suggesting conservative accounting may understate true operational performance.

Mar 17

8-K

HealthEquity, Inc -- 8-K Filing

HealthEquity reaffirmed its fiscal 2026-2027 guidance while reporting growth metrics for its HSA custodian business as of January 31, 2026, signaling management confidence in forward performance.

Feb 17

Data updated apr 25, 2026 1:59pm · Source: massive.com