HQY — HealthEquity, Inc. stock price, charts and financials

QT68HealthEquity, Inc.

HealthEquity, Inc. (NASDAQ: HQY) is a Healthcare company in the Medical - Healthcare Information Services industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.

Latest market price
106.13
+1.50+1.43%
HQYQT68HealthEquity, Inc.·NASDAQ
106.13+1.43%
TA
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Signal & projected range
Analyst consensus risingHistorical pattern — not a prediction
Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)
Horizon
0%Past 3 monthsToday
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Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Premium shows the median return, the typical range, and how often they were positive. This is the historical range of outcomes — not a prediction of this stock’s price.

Ranges describe how this exact setup resolved in the past — derived from thousands ofhistorical occurrences across QuoTrend’s coverage since 2006, survivorship-corrected to include companies that later delisted. The band is the typical spread (±1σ) of those outcomes, not a forecast; the central value is their average move. Fewer matching cases over longer horizons widen the band and lower its reliability. Backtested results are hypothetical, based on historical data, and do not represent actual trading. Past performance does not guarantee or predict future results. QuoTrend is an educational research tool, not investment advice. Markets involve risk, including loss of principal.

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Snapshot
Index-P/E38.75EPS (ttm)2.70Insider Own3.14%Shs Outstand83.60MPerf Week4.00%
Market Cap8.75BForward P/E19.21EPS next Y5.45Insider Trans-0.68%Shs Float81.93MPerf Month10.36%
Enterprise Value9.47BPEG0.42EPS next Q1.19Inst Own-Short Float6.15%Perf Quarter24.57%
Income228.30MP/S6.54EPS this Y76.76%Inst Trans-Short Ratio5.18Perf Half Y32.08%
Sales1.34BP/B4.31EPS next Y15.42%ROA6.98%Short Interest5.04MPerf YTD14.21%
Book/sh-P/C18.03EPS next 5Y12.80%ROE10.94%52W High107.94 -1.68%Perf Year15.04%
Cash/sh-P/FCF17.94EPS past 3/5Y- 82.96%ROIC8.28%52W Low73.80 43.80%Perf 3Y54.69%
Dividend Est.-EV/EBITDA20.65Sales past 3/5Y15.06% 12.33%Gross Margin72.70%Volatility2.82% 2.86%Perf 5Y41.43%
Dividend TTM-EV/Sales7.08EPS Y/Y TTM144.95%Oper. Margin25.50%ATR (14)3.01Perf 10Y254.08%
Dividend Ex-Date-Quick Ratio3.44Sales Y/Y TTM11.50%Profit Margin17.25%RSI (14)64.95Recom2.07
Dividend Gr. 3/5Y-Current Ratio3.44EPS Q/Q79.71%SMA205.10%Beta0.23Target Price108.38
Payout0.00%Debt/Eq0.48Sales Q/Q7.25%SMA5012.11%Rel Volume0.55Prev Close104.63
Employees2,814LT Debt/Eq0.47EarningsAug 27SMA20017.77%Avg Volume931.20KPrice106.13
IPO DateJul 31, 2014Option/ShortYes / YesEPS/Sales Surpr.11.23% 0.75%Net Debt/EBITDA1.57Volume515,583Change1.43%
Analyst Ratings
DateActionAnalystRatingTarget
Jul-24-26ReiteratedBTIGBuy$115
Jun-03-26ReiteratedRBC CapitalOutperform$109$108
Jun-01-26ReiteratedWells FargoOverweight$110$111
May-29-26ReiteratedRBC CapitalOutperform$109$108
Apr-09-26UpgradeBMO CapitalMarket PerformOutperform$85$105
Feb-24-26ReiteratedBMO Capital$100$85
Feb-19-26ReiteratedJefferiesBuy$120$108
Feb-18-26ReiteratedBarclaysOverweight$118$110
Feb-17-26ReiteratedUBS$130$110
Feb-17-26ReiteratedRaymond JamesStrong Buy$120$100
Latest News
Aug-06-26
Aug-03-26
Jul-28-26
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Jul-13-26
Jul-08-26
Jul-06-26
Jun-12-26
Company

Headquartered in Draper, Utah, and established in 2002, HealthEquity, Inc. furnishes technology-powered service platforms to both individual consumers and employers across the United States. The company provides cloud-based solutions designed to assist individuals in overseeing their healthcare expenditures and savings. These platforms enable users to make informed decisions about their health finances, pay medical bills, compare treatment options and costs, access personalized benefits and clinical data, earn incentives for wellness, and grow their savings through various investment avenues, including specific investment choices. In addition to these personal financial management tools, HealthEquity administers a range of health-related accounts, such as Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), and Health Reimbursement Arrangements (HRAs). Its offerings also encompass a mutual fund investment platform, an automated online advisory service known as Advisor, COBRA continuation services, and the management of pre-tax commuter benefits programs. HealthEquity markets its services through a dedicated direct sales team, collaborates with benefits brokers and advisors, and leverages a comprehensive network comprising health plans, benefits administrators, consultants, and retirement plan record-keepers.

Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements
DataTimeframe
Line Item (USD, M)
TTM
FY 2026
1/31/2026
FY 2025
1/31/2025
FY 2024
1/31/2024
FY 2023
1/31/2023
FY 2022
1/31/2022
FY 2021
1/31/2021
FY 2020
1/31/2020
FY 2019
1/31/2019
Total Revenue1,3381,3131,200
Cost of Goods Sold Incl. D&A364400507
Gross Profit972913693
Selling, General and Administrative Excl. Other334328223
Research and Development269263240
Other Operating Expense
2800
Operating Income341322230
Interest Expense555761
Unusual Expense
Non-Operating Income (Expense)1312-53
Net Income Before Taxes299277116
Income Taxes686219
Consolidated Net Income23121597
Net Income From Continuing Operations23121597
Net Income23121597
EPS (Recurring)2.702.501.11
EPS (Basic, Before Extraordinaries)2.702.501.11
EPS (Diluted)2.672.461.09
EBITDA458489338
Other After Tax Adjustments
Stock Option Compensation Expense
Price To Earnings Ratio39.7534.83101.30
Price To Sales Ratio6.665.618.01
Gross Margin72.6569.5457.75
Operating Margin25.4924.5219.17
Net Margin17.2616.378.08
Shares Outstanding848687
Market Capitalization8,9157,3689,607
Operating Lease Expense
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Insider Trading Volume
$119.04$106.09$93.13$80.18$67.23 Close Price0.00M0.40M0.81M1.21M1.61MUSD Trades VolumeAugSepOctNovDec2026FebMarAprMayJunJulAug
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICERJul 10 '26Sale95.002,354223,63052,244Jul 14
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICERJul 02 '26Sale95.002,470234,65056,643Jul 07
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICERMay 29 '26Sale95.003,142298,49059,113Jun 02
Wellborn Gayle FurgursonDirectorMay 28 '26Option Exercise47.212,439115,14522,172Jun 01
Wellborn Gayle FurgursonDirectorMay 28 '26Sale90.002,439219,51019,733Jun 01
Ladd DelanoEVP, General CounselMay 28 '26Sale90.007,500675,00091,141Jun 01
Ladd DelanoEVP, General CounselDec 19 '25Sale94.721,500142,08073,979Dec 23
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICERDec 18 '25Sale95.4510,9591,046,09045,742Dec 19
Wellborn Gayle FurgursonDirectorDec 12 '25Option Exercise50.414,339218,72924,072Dec 16
Wellborn Gayle FurgursonDirectorDec 12 '25Sale98.034,339425,33119,733Dec 16
Ladd DelanoEVP, General CounselNov 20 '25Sale104.561,500156,84075,479Nov 24
Ladd DelanoEVP, General CounselOct 20 '25Sale92.071,500138,10576,979Oct 22
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICEROct 07 '25Sale88.211,781157,10249,795Oct 08
Ladd DelanoEVP, General CounselSep 19 '25Sale94.116,000564,64879,456Sep 22
Dilsaver Evelyn SDirectorSep 05 '25Option Exercise21.2715,000319,05051,669Sep 09
QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.