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HQY

Healthequity Inc

Last Close
Mar 13 • 04:00PM ET
93.97
Dollar change
-1.81
Percentage change
-1.89%
Healthcare • Health Information Services • USA • NASD
Dividends
Earnings
Revenue
Forecast

Data

Timeframe

Next report dateMar 18, 2025 AMC
Report periodQ4 2024
EPS Est.$0.72
GAAP EPS Est.$0.24
Revenue Est.$305.82M

EPS Performance and Forecast

0.000.250.500.751.00
Currency: USDQ4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25
0.350.410.480.500.570.660.700.720.720.900.950.91
# of Analysts121212111213141313888
0.370.500.530.600.630.800.860.78————
0.02
5.96%		0.09
23.37%		0.05
11.11%		0.10
20.02%		0.06
10.94%		0.14
21.88%		0.16
23.03%		0.06
7.99%		————

GAAP EPS Performance and Forecast

-0.200.000.200.400.60
Currency: USDQ4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25
-0.04-0.020.050.060.160.200.250.240.240.430.500.44
# of Analysts111111101011101010777
0.000.050.120.170.300.330.400.06————
0.04
-100.00%		0.07
-353.81%		0.07
162.58%		0.11
172.00%		0.14
83.94%		0.13
65.75%		0.16
63.27%		-0.18
-74.99%		————

Revenue Performance and Forecast

0.0085M170M255M340M
Currency: USDQ4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25
230.73M239.39M239.96M243.61M258.69M277.91M285.13M290.09M305.82M322.55M322.17M325.49M
# of Analysts131313121213131313999
233.84M244.43M243.55M249.20M262.40M287.60M299.93M300.40M————
3.11M
1.35%		5.04M
2.11%		3.59M
1.49%		5.59M
2.30%		3.71M
1.43%		9.69M
3.49%		14.80M
5.19%		10.31M
3.55%		————

Price Reaction to Earnings Reports

Report Date-3 Days-2 Days-1 DayOpenHighLowClose+1 Day+2 Days+3 Days+1 Week-1 Week
Mar 18, 2025 AMC
———————————95.78
Q4 ‘24 (Jan ‘25)
HQY %
———————————+0.04%
RSI
SPY %
———————————+0.53%
Dec 09, 2024 AMC
100.85100.21101.0097.18101.9493.8295.3997.3695.0095.6291.09101.39
Q3 ‘24 (Oct ‘24)
HQY %
-2.09%-0.63%+0.79%
-3.78%
+0.93%
-7.11%
-5.55%
+2.07%-2.42%+0.65%-2.23%-0.27%
RSI
58
SPY %
-0.16%+0.19%-0.51%+0.11%+0.19%-0.42%-0.31%+0.77%-0.52%-0.02%-0.41%+0.05%
Sep 03, 2024 AMC
77.0979.5678.6378.1183.5073.8482.6679.4976.2476.3175.1576.32
Q2 ‘24 (Jul ‘24)
HQY %
+2.05%+3.20%-1.17%
-0.66%
+6.19%
-6.09%
+5.13%
-3.83%-4.09%+0.09%+0.62%+0.47%
RSI
58
SPY %
+0.01%+0.95%-2.06%-0.34%+0.43%-0.47%-0.20%-0.24%-1.68%+1.12%+1.03%+0.14%
Jun 03, 2024 AMC
79.1281.6881.2284.7885.7181.5083.4084.8483.6985.2586.9179.19
Q1 ‘24 (Apr ‘24)
HQY %
+0.93%+3.24%-0.56%
+4.38%
+5.53%
+0.34%
+2.68%
+1.73%-1.36%+1.86%-0.03%-0.10%
RSI
59
SPY %
-0.66%+0.91%+0.08%-0.25%+0.26%-0.54%+0.11%+1.19%-0.00%-0.12%+0.24%+0.07%
Mar 19, 2024 AMC
81.4482.9683.5382.7684.4979.7781.3682.2079.6379.3879.7282.71
Q4 ‘23 (Jan ‘24)
HQY %
-0.71%+1.87%+0.69%
-0.92%
+1.15%
-4.50%
-2.60%
+1.03%-3.13%-0.31%+0.30%+0.69%
RSI
63
SPY %
-0.99%+0.59%+0.56%+0.01%+0.95%-0.12%+0.92%+0.33%-0.19%-0.28%+0.84%-0.16%
Dec 05, 2023 AMC
69.3969.0669.0269.8074.1768.6169.3367.7268.4870.8667.7165.97
Q3 ‘23 (Oct ‘23)
HQY %
+3.54%-0.48%-0.06%
+1.13%
+7.46%
-0.59%
+0.45%
-2.32%+1.12%+3.48%-3.12%-1.32%
RSI
52
SPY %
+0.59%-0.52%-0.02%+0.48%+0.49%-0.50%-0.40%+0.76%+0.43%+0.39%+1.38%-0.07%
Sep 05, 2023 AMC
67.5566.4266.8467.9170.2267.1169.3571.3868.0370.0470.1468.45
Q2 ‘23 (Jul ‘23)
HQY %
-0.81%-1.67%+0.63%
+1.60%
+5.05%
+0.40%
+3.76%
+2.93%-4.69%+2.95%-0.65%+0.75%
RSI
50
SPY %
-0.15%+0.19%-0.43%-0.19%-0.16%-1.21%-0.67%-0.31%+0.15%+0.66%+0.12%+1.45%
Jun 05, 2023 AMC
55.6359.2658.8463.4767.7862.7765.6765.3863.3864.8365.2355.28
Q1 ‘23 (Apr ‘23)
HQY %
+1.51%+6.53%-0.71%
+7.87%
+15.19%
+6.68%
+11.61%
-0.44%-3.06%+2.29%+1.78%+0.33%
RSI
60
SPY %
+0.95%+1.45%-0.19%-0.10%+0.35%-0.26%+0.22%-0.35%+0.60%+0.18%+0.66%+0.04%
Mar 21, 2023 AMC
55.8356.6758.2659.7659.9257.1057.1457.6856.0257.6958.3155.76
Q4 ‘22 (Jan ‘23)
HQY %
-5.37%+1.50%+2.81%
+2.57%
+2.85%
-1.99%
-1.92%
+0.95%-2.88%+2.98%+1.46%-3.36%
RSI
44
SPY %
-1.55%+0.96%+1.31%-0.05%+0.90%-1.71%-1.70%+0.27%+0.66%+0.19%+1.45%-0.63%
Dec 06, 2022 AMC
65.5267.7365.6764.8069.9964.8066.1464.6562.5263.0063.0463.48
Q3 ‘22 (Oct ‘22)
HQY %
+3.56%+3.37%-3.04%
-1.32%
+6.58%
-1.32%
+0.72%
-2.25%-3.29%+0.77%+4.22%+1.18%
RSI
49
SPY %
-0.12%-1.80%-1.44%-0.23%+0.46%-0.47%-0.17%+0.78%-0.75%+1.44%-0.64%+3.15%
Sep 06, 2022 AMC
65.7163.9963.4466.3068.6962.5264.0865.9866.9468.3071.2866.20
Q2 ‘22 (Jul ‘22)
HQY %
-0.56%-2.62%-0.86%
+4.51%
+8.28%
-1.45%
+1.01%
+2.97%+1.45%+2.03%+1.84%+1.83%
RSI
54
SPY %
+0.31%-1.05%-0.38%-0.08%+2.00%-0.14%+1.80%+0.65%+1.55%+1.07%+0.38%-1.10%
Jun 06, 2022 AMC
63.7364.0662.4564.0466.1363.1765.3663.8563.1064.0568.4262.58
Q1 ‘22 (Apr ‘22)
HQY %
+2.51%+0.52%-2.51%
+2.55%
+5.89%
+1.15%
+4.66%
-2.31%-1.17%+1.51%+5.86%-0.35%
RSI
53
SPY %
+1.90%-1.64%+0.30%-0.90%+1.08%-1.02%+0.96%-1.09%-2.38%-2.90%-0.30%-0.56%
Daily change and RSI 14 are based on the report date for BMO releases and the following day for AMC releases.
100%
EPS beats the estimate
8/8 last quarters
88%
GAAP EPS beats the estimate
7/8 last quarters
100%
Revenue beats the estimate
8/8 last quarters

Latest Revisions

Estimate

Q3 ‘24
Estimate
0.72
Up Revisions
0/13
Down Revisions
0/13
Revision Date
Dec 09, 2024
Q4 ‘24
Estimate
0.72
Up Revisions
0/13
Down Revisions
1/13
Revision Date
Mar 08, 2025
FY ‘23
Estimate
2.20
Up Revisions
7/13
Down Revisions
0/13
Revision Date
Mar 15, 2024
FY ‘24
Estimate
3.15
Up Revisions
0/13
Down Revisions
0/13
Revision Date
Mar 08, 2025

Estimate Revisions

Period

AugSepOctNovDec24FebMarAprMayJunJulAugSepOctNovDec25FebMar2.252.502.753.003.253.50● EPS Estimate60.0075.0090.00105.00120.00135.00● Close Price
036912
Peers: HUM UNH CNC MOH CI MHK UHS HCA SEM THC
 | Held by: VTI IJH VB IWM VXF VBK IWO MDY IJK VTWO
Scroll to Statements
IndexRUT P/E85.72 EPS (ttm)1.10 Insider Own2.45% Shs Outstand86.82M Perf Week-7.21%
Market Cap8.14B Forward P/E25.35 EPS next Y3.71 Insider Trans-3.94% Shs Float84.54M Perf Month-16.47%
Income96.70M PEG3.28 EPS next Q0.72 Inst Own104.92% Short Float5.09% Perf Quarter-6.96%
Sales1.15B P/S7.08 EPS this Y40.15% Inst Trans2.23% Short Ratio5.61 Perf Half Y25.81%
Book/sh24.47 P/B3.84 EPS next Y17.55% ROA2.94% Short Interest4.31M Perf Year14.65%
Cash/sh3.72 P/C25.28 EPS next 5Y26.16% ROE4.70% 52W Range65.01 - 115.59 Perf YTD-2.06%
Dividend Est.- P/FCF24.03 EPS past 5Y-11.29% ROI2.98% 52W High-18.70% Beta0.45
Dividend TTM- Quick Ratio3.20 Sales past 5Y17.73% Gross Margin55.93% 52W Low44.55% ATR (14)3.97
Dividend Ex-Date- Current Ratio3.20 EPS Y/Y TTM227.77% Oper. Margin17.36% RSI (14)28.66 Volatility4.70% 3.82%
Employees3150 Debt/Eq0.53 Sales Y/Y TTM18.47% Profit Margin8.41% Recom1.40 Target Price116.79
Option/ShortYes / Yes LT Debt/Eq0.53 EPS Q/Q-61.82% Payout0.00% Rel Volume1.02 Prev Close95.78
Sales Surprise3.55% EPS Surprise7.99% Sales Q/Q20.55% EarningsMar 18 AMC Avg Volume768.09K Price93.97
SMA20-10.78% SMA50-10.66% SMA2004.64% Trades Volume785,319 Change-1.89%
Date Action Analyst Rating Change Price Target Change
Dec-04-24Initiated Mizuho Outperform $126
Nov-15-24Initiated Goldman Neutral $108
Apr-04-24Initiated JMP Securities Mkt Outperform $101
Apr-02-24Reiterated JP Morgan Overweight $86 → $108
Jan-03-24Initiated Barclays Overweight $84
Sep-21-23Upgrade Robert W. Baird Neutral → Outperform $79 → $87
Oct-21-22Upgrade Goldman Sell → Neutral $64 → $77
Sep-16-22Initiated KeyBanc Capital Markets Overweight $85
Jul-12-22Initiated Goldman Sell $59
Apr-11-22Initiated Wells Fargo Overweight $95
Show Previous Ratings
Mar-13-25 09:15AM
Gear Up for HealthEquity (HQY) Q4 Earnings: Wall Street Estimates for Key Metrics
(Zacks)
Mar-11-25 09:45AM
HealthEquity, Inc. (HQY): A Bull Case Theory
(Insider Monkey)
09:15AM
HealthEquity Community Foundation Announces First Grant Recipients and Opens Next Funding Cycle
(GlobeNewswire)
Feb-27-25 10:00AM
Forbes and U.S. News & World Report Agree: HealthEquity is One of America's Best Places to Work
(GlobeNewswire)
09:45AM
Here's Why HealthEquity (HQY) is a Strong Growth Stock
(Zacks)
09:20AM Join thousands of traders who make more informed decisions with our premium features. Real-time quotes, advanced visualizations, backtesting, and much more.Finviz Elite
Feb-20-25 09:20AM
The Path Forward: How Commuting Impacts the Return to Office Experience
(GlobeNewswire)
Feb-19-25 10:41AM
Heres Why Baron Health Care Fund Re-established its Position in HealthEquity (HQY)
(Insider Monkey)
Feb-18-25 04:01PM
HealthEquity Reports Year-End Sales Metrics
(GlobeNewswire)
Feb-14-25 01:09PM
HealthEquity, Inc. (HQY): Among the Health Information Services Stocks Outpacing the Market in 2025
(Insider Monkey)
Feb-12-25 01:59PM
Trade Tracker: Karen Firestone buys more EPAM Systems but trims HealthEquity, and sells Fortive
(CNBC TV)
Feb-07-25 09:45AM
Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term
(Zacks)
Jan-28-25 09:50AM
Why HealthEquity (HQY) is a Top Momentum Stock for the Long-Term
(Zacks)
09:20AM
Tech-Powered Innovation Transforms Member Experiences and Earns HealthEquity Industry Recognition
(GlobeNewswire)
Jan-14-25 10:38AM
HSA Leader HealthEquity Nears New Buy Point As RS Line Triggers Bullish Signal
(Investor's Business Daily)
09:33AM
HealthEquity Projects Record Growth for Fiscal Year 2025
(TipRanks)
09:21AM Join thousands of traders who make more informed decisions with our premium features. Real-time quotes, advanced visualizations, backtesting, and much more.Finviz Elite
09:21AM
HealthEquity announces year-end HSA sales outlook
(TipRanks)
Jan-13-25 09:01AM
HealthEquity Announces Record Year-End HSA Sales Outlook, Presentation at J.P. Morgan Healthcare Conference
(GlobeNewswire)
Jan-08-25 03:05PM
Paychex Stock Gets Technical Rating Upgrade
(Investor's Business Daily)
11:30AM
Why Is HealthEquity (HQY) Up 3.5% Since Last Earnings Report?
(Zacks)
Jan-06-25 08:13AM
Heres Why HealthEquity (HQY) Traded Lower in Q3
(Insider Monkey)
Dec-17-24 09:45AM
Here's Why HealthEquity (HQY) is a Strong Growth Stock
(Zacks)
09:20AM
HealthEquity Caps 2024 With Widespread Recognition For Its Workplace Excellence
(GlobeNewswire)
Dec-10-24 12:48PM
Top Stock Movers Now: Boeing, Alaska Air Group, Alphabet, Oracle, Ebay, and More
(Investopedia) -5.55%
11:49AM
HealthEquity Stock Falls on Disappointing Outlook
(Investopedia)
10:17AM
Q3 2025 Healthequity Inc Earnings Call
(Thomson Reuters StreetEvents)
02:00AM
HealthEquity Inc (HQY) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Outlook
(GuruFocus.com)
Dec-09-24 05:30PM
HealthEquity (HQY) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
(Zacks)
05:15PM
HealthEquity (HQY) Beats Q3 Earnings and Revenue Estimates
(Zacks)
04:13PM
HealthEquity: Fiscal Q3 Earnings Snapshot
(Associated Press Finance)
04:01PM
HealthEquity Reports Third Quarter Ended October 31, 2024 Financial Results
(GlobeNewswire)
09:15AM Upgrade to FINVIZ*Elite to get real-time quotes, intraday charts, and advanced charting tools.Finviz Elite
Dec-06-24 09:15AM
Unlocking Q3 Potential of HealthEquity (HQY): Exploring Wall Street Estimates for Key Metrics
(Zacks)
07:01AM
HealthEquity Inc (HQY) Q3 2025 Earnings Report Preview: What To Expect
(GuruFocus.com)
Dec-03-24 09:20AM
HealthEquity 2025 Benefits Trends Unveiled: Cost Transparency and Containment Take Center Stage for Administrators
(GlobeNewswire)
Nov-25-24 09:15AM
HealthEquity, Inc. (HQY) Hit a 52 Week High, Can the Run Continue?
(Zacks)
Nov-21-24 03:05PM
Investment Committee Moves: EPAM, Paycom, Blackstone, Healthequity, Booz Allen, Leidos, and Vertiv
(CNBC TV)
Nov-19-24 09:45AM
Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term
(Zacks)
09:20AM
HealthEquity CMO Tia Padia Named 'Visionary CMO' at MarCom Awards
(GlobeNewswire)
04:56AM
Strength Seen in HealthEquity (HQY): Can Its 3.5% Jump Turn into More Strength?
(Zacks)
Nov-15-24 07:27AM
HealthEquity price target raised to $130 from $110 at BTIG
(TipRanks)
Nov-12-24 04:00PM
HealthEquity Announces Retirement of CEO Jon Kessler; Scott Cutler Appointed Successor
(GlobeNewswire) -5.39%
Nov-07-24 09:15AM
HealthEquity, Inc. (HQY) Soars to 52-Week High, Time to Cash Out?
(Zacks)
08:41AM
HealthEquity (HQY) Moves 9.8% Higher: Will This Strength Last?
(Zacks)
Nov-04-24 02:12PM
Will This Health Care Firm Do Better Under Harris Or Trump?
(Investor's Business Daily)
02:12PM
How Will HealthEquity, Other Medtechs Do Under Harris Or Trump?
(Investor's Business Daily)
Oct-31-24 09:45AM
Here's Why HealthEquity (HQY) is a Strong Growth Stock
(Zacks)
Oct-30-24 04:01PM
HealthEquity Announces Third Quarter Earnings Release Date
(GlobeNewswire)
Oct-28-24 12:45PM
3 Reasons Growth Investors Will Love HealthEquity (HQY)
(Zacks)
Oct-24-24 09:20AM
HealthEquity receives two top honors at the 19th Annual Golden Globee Awards for Technology
(GlobeNewswire)
Oct-18-24 09:15AM
HealthEquity, Inc. (HQY) Hits Fresh High: Is There Still Room to Run?
(Zacks)
Oct-16-24 09:50AM
Here's Why HealthEquity (HQY) is a Strong Momentum Stock
(Zacks)
Oct-15-24 09:45AM
Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term
(Zacks)
09:19AM
New AI Tool Helps Americans Get Immediate, Helpful Answers to HSA and Consumer-Directed Benefits Questions
(GlobeNewswire)
Oct-11-24 12:45PM
Here is Why Growth Investors Should Buy HealthEquity (HQY) Now
(Zacks)
Oct-03-24 11:30AM
Why Is HealthEquity (HQY) Down 4.3% Since Last Earnings Report?
(Zacks)
09:20AM
HealthEquity Community Foundation Launches with Mission to Build Financial Literacy and Healthcare Confidence
(GlobeNewswire)
Oct-01-24 01:37PM
Calls of the Day: General Motors, GE Healthcare, Thermo Fisher, HealthEquity, Carmax and SharkNinja
(CNBC TV)
Sep-26-24 09:23AM
New Research Findings Reveal Employers Who Contribute to HSAs See Double-Digit Growth in Employee Participation
(GlobeNewswire)
Sep-25-24 12:45PM
Looking for a Growth Stock? 3 Reasons Why HealthEquity (HQY) is a Solid Choice
(Zacks)
09:55AM
Wall Street Analysts Think HealthEquity (HQY) Could Surge 32.88%: Read This Before Placing a Bet
(Zacks)
09:45AM
Here's Why HealthEquity (HQY) is a Strong Growth Stock
(Zacks)
Sep-11-24 09:50AM
Why HealthEquity (HQY) is a Top Momentum Stock for the Long-Term
(Zacks)
Sep-10-24 07:02PM
Insider Sale: EVP, Chief Technology Officer Elimelech Rosner Sells 12,296 Shares of ...
(GuruFocus.com)
Sep-09-24 12:45PM
3 Reasons Why Growth Investors Shouldn't Overlook HealthEquity (HQY)
(Zacks)
09:55AM
Wall Street Analysts Believe HealthEquity (HQY) Could Rally 36.59%: Here's is How to Trade
(Zacks)
09:45AM
Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term
(Zacks)
Sep-04-24 07:43AM
Q2 2025 Healthequity Inc Earnings Call
(Thomson Reuters StreetEvents) +5.13%
Sep-03-24 06:00PM
HealthEquity (HQY) Reports Q2 Earnings: What Key Metrics Have to Say
(Zacks)
05:15PM
HealthEquity (HQY) Surpasses Q2 Earnings and Revenue Estimates
(Zacks)
04:10PM
HealthEquity: Fiscal Q2 Earnings Snapshot
(Associated Press Finance)
04:01PM
HealthEquity Reports Second Quarter Ended July 31, 2024 Financial Results
(GlobeNewswire)
08:00AM
New HealthEquity Partnership Enhances Employee Access to Healthcare
(GlobeNewswire)
Sep-02-24 09:01AM
Earnings To Watch: HealthEquity Inc (HQY) Reports Q2 2025 Result
(GuruFocus.com)
Aug-28-24 09:15AM
What Analyst Projections for Key Metrics Reveal About HealthEquity (HQY) Q2 Earnings
(Zacks)
Aug-23-24 09:45AM
Here's Why HealthEquity (HQY) is a Strong Growth Stock
(Zacks)
Aug-21-24 08:30AM
HSA Week 2024 Offers Free Resources and Personalized Healthcare Savings Paths
(GlobeNewswire)
Aug-15-24 08:43PM
Analyzing Conduent Incorporated (CNDT) Among Top Technology Penny Stocks: Growth Prospects and Financial Insights
(Insider Monkey)
Aug-13-24 05:59PM
HealthEquity Sets Date to Announce Second Quarter Results Presentation at Conferences
(GlobeNewswire)
Aug-07-24 09:45AM
Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term
(Zacks)
Jul-30-24 08:12AM
HealthEquity data breach could affect 4.3M
(Healthcare Dive)
Jul-26-24 12:51PM
3 Reasons Why You Should Hold HealthEquity (HQY) Stock Now
(Zacks)
Jul-19-24 09:45AM
Here's Why HealthEquity (HQY) is a Strong Growth Stock
(Zacks) -5.68%
Jun-26-24 01:22PM
Here's Why You Should Retain HealthEquity (HQY) Stock for Now
(Zacks)
Jun-21-24 02:35AM
HealthEquity (HQY) Rose on a Better-Than-Expected Sales Guidance
(Insider Monkey)
Jun-17-24 09:45AM
Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term
(Zacks)
Jun-13-24 11:32AM
HealthEquity (HQY) Gains 25.3% YTD: What's Driving the Rally?
(Zacks)
Jun-12-24 05:46AM
Wasatch Small Cap Growth Strategy's Investment in HealthEquity (HQY) Paid Off in Q1
(Insider Monkey)
Jun-04-24 01:31PM
Q1 2025 Healthequity Inc Earnings Call
(Thomson Reuters StreetEvents)
12:35PM
HealthEquity (HQY) Q1 Earnings Surpass Estimates, Margins Up
(Zacks)
12:27PM
Designer Brands, SiteOne fall; HealthEquity, Donaldson rise, Tuesday, 6/4/2024
(Associated Press Finance)
09:36AM
HealthEquity Breaks Out On Earnings Beat, Fed Tailwinds
(Investor's Business Daily)
08:02AM
HealthEquity, Inc. (NASDAQ:HQY) Q1 2025 Earnings Call Transcript
(Insider Monkey)
Jun-03-24 08:52PM
HQY Stock Earnings: HealthEquity Beats EPS, Beats Revenue for Q1 2025
(InvestorPlace)
05:30PM
HealthEquity (HQY) Reports Q1 Earnings: What Key Metrics Have to Say
(Zacks)
05:15PM
HealthEquity (HQY) Tops Q1 Earnings and Revenue Estimates
(Zacks)
04:10PM
HealthEquity: Fiscal Q1 Earnings Snapshot
(Associated Press Finance)
04:01PM
HealthEquity Reports First Quarter Ended April 30, 2024 Financial Results
(GlobeNewswire)
May-30-24 11:09AM
Strength in HSA Likely to Aid HealthEquity's (HQY) Q1 Earnings
(Zacks)
May-29-24 09:15AM
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HealthEquity, Inc. engages in the provision of technology-enabled services for healthcare and spending decisions. The company was founded by Stephen D. Neeleman on September 18, 2002 and is headquartered in Draper, UT.

Institutional Ownership

Wealthfront Advisers LLC123.92%
BlackRock, Inc.12.67%
VANGUARD GROUP INC10.36%
WASATCH ADVISORS LP8.67%
FMR LLC6.25%
MACKENZIE FINANCIAL CORP4.47%
STATE STREET CORP3.76%
GEODE CAPITAL MANAGEMENT, LLC2.41%
BROWN ADVISORY INC2.41%
Clearbridge Investments, LLC2.38%
Income Statement • Balance Sheet • Cash Flow

Data

Timeframe

PeriodTTMFY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Period End Date1/31/20241/31/20231/31/20221/31/20211/31/20201/31/20191/31/2018
Period Length12 Months12 Months12 Months

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Total Revenue
1,150.34999.59861.75
Cost of Goods Sold Incl. D&A
506.90469.71466.24
Gross Profit
643.44529.87395.50
Selling, General and Administrative Excl. Other
443.74401.74357.85
Research and Development
230.10218.81193.38
Other Operating Expense
0.000.000.00
Operating Income
199.71128.1337.65
Interest Expense
59.0254.3048.42
Unusual Expense
40.6311.5928.65
Net Income Before Taxes
115.7975.04-38.10
Income Taxes
19.0919.33-11.95
Consolidated Net Income
96.7055.71-26.14
Net Income From Continuing Operations
96.7055.71-26.14
Net Income
96.7055.71-26.14
EPS (Recurring)
1.410.73-0.07
EPS (Basic, Before Extraordinaries)
1.120.65-0.31
EPS (Diluted)
1.100.64-0.31
EBITDA
360.89281.21198.85
Price To Earnings Ratio
85.7285.72229.79
Price To Sales Ratio
6.576.575.96
Gross Margin
55.9353.0145.90
Operating Margin
17.3612.824.37
Net Margin
8.415.57-3.03
Shares Outstanding
86.8286.1384.76
Market Capitalization
8,143.698,143.696,624.71
values in Millions, USD
Insider Trading Volume
MarAprMayJunJulAugSepOctNovDec25FebMar0.002.00M4.00M6.00M8.00MUSD Trades Volume$60.00$75.00$90.00$105.00$120.00● Close Price
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
SELANDER ROBERT WDirectorFeb 10 '25Option Exercise28.6812,500358,50083,969Feb 12 12:33 PM
SELANDER ROBERT WDirectorFeb 10 '25Sale111.295,750639,92778,219Feb 12 12:33 PM
ROBERT SELANDERDirectorFeb 10 '25Proposed Sale111.295,750639,927Feb 10 04:03 PM
Elimelech RosnerOfficerJan 07 '25Proposed Sale97.541,707166,508Jan 10 12:49 PM
Stephen NeelemanOfficerJan 07 '25Proposed Sale97.5457055,600Jan 10 12:40 PM
James M. LucaniaOfficerJan 07 '25Proposed Sale97.541,848180,262Jan 10 12:32 PM
Parker Stuart B.DirectorDec 12 '24Sale96.7225,0002,417,90019,061Dec 13 04:57 PM
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICERDec 12 '24Sale97.122,869278,63557,195Dec 13 04:54 PM
McCowan Debra CharlotteDirectorDec 12 '24Sale95.565,000477,8007,779Dec 13 04:52 PM
McCowan Debra CharlotteDirectorDec 12 '24Proposed Sale95.565,000477,812Dec 12 05:25 PM
Rosner ElimelechOfficerDec 12 '24Proposed Sale97.122,869278,635Dec 12 05:12 PM
SELANDER ROBERT WDirectorDec 09 '24Option Exercise25.9020,000518,02573,969Dec 11 05:05 PM
SELANDER ROBERT WDirectorDec 09 '24Sale101.568,250837,85966,469Dec 11 05:05 PM
ROBERT SELANDERDirectorDec 09 '24Proposed Sale101.568,250837,859Dec 09 04:12 PM
Corvino FrankFormer DirectorNov 06 '24Sale96.101,03999,8483,784Nov 08 04:29 PM
SELANDER ROBERT WDirectorOct 09 '24Option Exercise25.9020,000518,02562,219Oct 11 05:53 PM
SELANDER ROBERT WDirectorOct 09 '24Sale82.988,250684,57854,719Oct 11 05:53 PM
ROBERT SELANDERDirectorOct 09 '24Proposed Sale82.988,250684,577Oct 09 04:12 PM
Stephen NeelemanOfficerOct 03 '24Proposed Sale78.2573957,824Oct 07 04:57 PM
James M. LucaniaOfficerOct 03 '24Proposed Sale78.251,772138,653Oct 07 04:49 PM
Elimelech RosnerOfficerOct 03 '24Proposed Sale78.252,456192,173Oct 07 04:43 PM
Corvino FrankFormer DirectorOct 01 '24Sale80.261,247100,0904,823Oct 03 06:55 PM
Kessler JonPRESIDENT AND CEOSep 16 '24Sale78.4220,9991,646,796204,502Sep 18 04:32 PM
Kessler JonPRESIDENT AND CEOSep 16 '24Sale78.428,750686,197101,235Sep 18 04:32 PM
James M. LucaniaOfficerSep 10 '24Proposed Sale75.896,925525,534Sep 12 04:38 PM
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICERSep 06 '24Sale77.0212,296947,09062,520Sep 10 03:30 PM
Rosner ElimelechOfficerSep 06 '24Proposed Sale77.0212,296947,089Sep 06 04:51 PM
Parker Stuart B.DirectorSep 06 '24Proposed Sale79.4925,0001,987,250Sep 06 10:05 AM
Neeleman StephenFOUNDER AND VICE CHAIRMANJul 25 '24Option Exercise14.0035,000490,000113,957Jul 29 04:34 PM
Neeleman StephenFOUNDER AND VICE CHAIRMANJul 25 '24Sale79.8635,0002,795,13089,769Jul 29 04:34 PM
Wellborn Gayle FurgursonDirectorJul 09 '24Option Exercise47.215,297250,07123,027Jul 11 03:42 PM
Wellborn Gayle FurgursonDirectorJul 09 '24Sale81.345,297430,85817,730Jul 11 03:42 PM
Corvino FrankFormer DirectorJul 08 '24Option Exercise21.276,482137,87212,552Jul 09 03:33 PM
Corvino FrankFormer DirectorJul 08 '24Sale81.897,705630,9326,070Jul 09 03:33 PM
Kessler JonPRESIDENT AND CEOJun 24 '24Sale82.8332,3262,677,416232,176Jun 26 04:44 PM
Kessler JonPRESIDENT AND CEOJun 24 '24Sale82.8313,4691,115,575112,766Jun 26 04:44 PM
Kessler JonPRESIDENT AND CEOJun 25 '24Sale83.086,675554,547225,501Jun 26 04:44 PM
Kessler JonPRESIDENT AND CEOJun 25 '24Sale83.082,781231,040109,985Jun 26 04:44 PM
Neeleman StephenFOUNDER AND VICE CHAIRMANJun 06 '24Option Exercise14.007,484104,77697,999Jun 10 04:28 PM
Neeleman StephenFOUNDER AND VICE CHAIRMANJun 07 '24Option Exercise14.002,08029,12092,595Jun 10 04:28 PM
Neeleman StephenFOUNDER AND VICE CHAIRMANJun 06 '24Sale85.057,484636,47890,515Jun 10 04:28 PM
Neeleman StephenFOUNDER AND VICE CHAIRMANJun 07 '24Sale85.012,080176,82590,515Jun 10 04:28 PM
Neeleman StephenFOUNDER AND VICE CHAIRMANJun 05 '24Option Exercise14.0025,036350,504115,551Jun 07 03:43 PM
Neeleman StephenFOUNDER AND VICE CHAIRMANJun 05 '24Sale85.0625,0362,129,45290,515Jun 07 03:43 PM
Neeleman StephenFOUNDER AND VICE CHAIRMANJun 04 '24Option Exercise14.004005,60090,915Jun 06 11:55 AM
Neeleman StephenFOUNDER AND VICE CHAIRMANJun 04 '24Sale85.0040034,00090,515Jun 06 11:55 AM
Dilsaver Evelyn SDirectorMar 26 '24Option Exercise14.0032,500455,00064,623Mar 28 03:30 PM
Dilsaver Evelyn SDirectorMar 26 '24Sale79.2932,5002,576,84732,123Mar 28 03:30 PM
Kessler JonPRESIDENT AND CEOMar 22 '24Option Exercise14.0060,000840,000160,000Mar 26 10:13 AM
Kessler JonPRESIDENT AND CEOMar 22 '24Sale79.8133,7652,694,731126,635Mar 26 10:13 AM
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