← Back

HealthEquity Inc

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. It offers health savings accounts (HSA), an investment platform, and 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, it offers HSA and FSA members access to certain healthcare products, programs, and services through its marketplace. It serves clients through a direct sales force and through 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.

Country
Price · split & dividend adjusted
News & notes moving HQY
HQY▲3

HealthEquity Accelerates Growth, Raises Fiscal 2027 Guidance

HealthEquity posted second-quarter fiscal 2027 results on August 27, with revenue growth accelerating to 8% year over year from 7% in the first half, and adjusted EBITDA rising 11% to $167 million, a record 48% margin. The company raised its full-year guidance to $1.411 billion to $1.421 billion in revenue and $628 million to $636 million in adjusted EBITDA. New HSAs from sales jumped 24% to 202,000, total HSA assets reached $37.9 billion, and invested assets climbed 28% to $20.6 billion. CFO James Lucania acknowledged "absolutely headline price erosion" pressuring service revenue, which still grew 6% to $124.4 million, while GAAP net income of $65.6 million, or $0.78 per diluted share, trailed non-GAAP results of $103.8 million and $1.24 per share. The company returned $108.1 million to shareholders through buybacks during the quarter.
HQY ▲
Insider Monkey·17dRead more →
HQY

HealthEquity Q2 Earnings Preview: EPS and Revenue Estimates

HealthEquity is scheduled to announce its Q2 earnings results on Thursday, August 27th, before market open. The consensus EPS estimate is $1.19, up 10.2% year-over-year, and the consensus revenue estimate is $349.23 million, up 7.2% year-over-year. Over the last two years, the company has beaten EPS estimates 88% of the time and revenue estimates 100% of the time. In the past three months, EPS estimates have seen six upward and six downward revisions, while revenue estimates have seen eight upward and five downward revisions.
HQY
Seeking Alpha·23dRead more →
HQY▲

HealthEquity Gains on HSA Growth and AI Efficiency, but Cyber Risk Lingers

HealthEquity is benefiting from strong Health Savings Account expansion and AI-driven efficiency gains, though data security threats remain a concern. As of April 30, 2026, total HSAs reached 10.6 million, up 8% year over year, while HSAs with investments rose 18% to 909,000. Total HSA assets climbed 19% to $37.1 billion, comprising $17.5 billion in cash and $19.6 billion in investments. In the first quarter of fiscal 2027, AI tools reduced manual email handling by 25% and cut manual efforts in targeted workflows by more than 90%. The company faces a consolidated putative class action and regulatory inquiries tied to a fiscal 2025 cybersecurity incident, with potential losses not yet estimable.
HQY ▲
Zacks Investment Research·64dRead more →
© 2026 MarketDXAsset