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HealthEquity, Inc. (HQY)

102.47 +1.11 (+1.10%)
At close: October 30 at 4:00:01 PM EDT
102.47 0.00 (0.00%)
After hours: October 30 at 4:00:16 PM EDT
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Chart Range Bar
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  • Previous Close 101.36
  • Open 101.86
  • Bid 73.34 x 200
  • Ask 130.29 x 200
  • Day's Range 100.90 - 103.00
  • 52 Week Range 72.76 - 107.62
  • Volume 717,219
  • Avg. Volume 837,415
  • Market Cap (intraday) 8.476B
  • Beta (5Y Monthly) 0.24
  • PE Ratio (TTM) 36.99
  • EPS (TTM) 2.77
  • Earnings Date (est.) Dec 2, 2026
  • Forward Dividend & Yield -- (0.00%)
  • 1y Target Est 120.67
  • Motley Fool Rating Bullish

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

www.healthequity.com

2,814

Full Time Employees

January 31

Fiscal Year Ends

Healthcare

Sector

Recent News

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Performance Overview

Trailing total returns as of 10/30/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

HQY
11.85%
S&P 500 (^GSPC)
10.73%

1-Year Return

HQY
10.24%
S&P 500 (^GSPC)
11.11%

3-Year Return

HQY
41.28%
S&P 500 (^GSPC)
81.91%

5-Year Return

HQY
54.84%
S&P 500 (^GSPC)
64.59%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY27
Revenue 350.73M
Earnings 65.64M
Profit Margin 18.72%

Q3

FY26

Q4

FY26

Q1

FY27

Q2

FY27

0
100M
200M
300M
15.0%
16.0%
17.0%
18.0%
19.0%

Analyst Insights

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Analyst Price Targets

108.00
120.67 Average
102.47 Current
142.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/21/2026
Analyst BMO Capital
Rating Action Maintains
Rating Outperform
Price Action Raises
Price Target 105 -> 125

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    17.36%

  • Return on Assets (ttm)

    6.65%

  • Return on Equity (ttm)

    11.43%

  • Revenue (ttm)

    1.36B

  • Net Income Avi to Common (ttm)

    236.49M

  • Diluted EPS (ttm)

    2.77

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    256M

  • Total Debt/Equity (mrq)

    48.79%

  • Levered Free Cash Flow (ttm)

    397.51M

Company Insights

Research Reports

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