Last updated
Revenue
R&D Expenses
Operating CF
Total Assets
Total Liabilities
Equity
Shares Out.
D/E Ratio
Dilution Watch
Financials
52W LOW $72.7652W HIGH $107.62
Volume
555.91 K
Value Traded
66.52 M
Short % Float
5.96%
+1.16%Week
-3.79%1 Month
-3.19%3 Month
+15.89%6 Month
Cash Data
- Monthly Burn
- Burn Trend
- Dilution Risk
- SEC Filing
Key Stats
Market Cap
7.66 B
EPS (TTM)
2.86
P/E Ratio
32.39
Ent. Value
8.34 B
Total Shares
82.72 M
Float Shares
80.53 M
Insiders
2.65%
Institutions
109.64%
Upcoming Catalysts
FDA decisions, readouts and PDUFA dates · scored by probability of approval
| Catalyst | Drug / Treatment | Stage | Prob. of Approval | Description | Drug Type | Therapeutic Area | Source |
|---|---|---|---|---|---|---|---|
PDUFA 2026 | Example Drug Treatment for example condition requiring FDA review | Phase 3 | Small Molecule | Oncology | - |
PoA blends historical approval base rates, trial design score and FDA review track record.
HQY Catalyst Timeline
Dated clinical, regulatory and corporate events for HealthEquity, Inc
Past FDA Catalysts and PDUFA Decisions
How HQY actually traded into and out of each decision
| Date | Drug | Catalyst | Stage | Reaction | Event Move % | Best Trade % |
|---|---|---|---|---|---|---|
| - | Example Drug | Phase 3 data readout | Phase 3 |
Reaction: 30 trading days around the event · Event Move: close to close on decision day · Best Trade: peak run-up from entry 10 days before the decision
Drug Pipeline Intelligence
No drug pipeline
HealthEquity, Inc is a services and tools company (CRO, lab tools or healthcare services). The clinical trials it takes part in test other companies' drugs, so it has no drug pipeline of its own to score.
Clinical Trial Results
Readouts, endpoints and source filings for every HQY program
Inside Trades
| Insider | Side | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| DILLON ADRIAN TDirector | Option | 7,632 70,027 held | $32.50 | 08/25/2026 |
Hedge Fund 13F Activity
Hedge Funds invested in HQY
| Fund | % of Portfolio | Current MV | Shares Owned | Activity |
|---|---|---|---|---|
| Avidity Partners | 0.4 % (-20 %) | 1.55 M | 16.90 K | -33.2% ( -8.40 K) |
HQY Institutional Ownership Trends
Options Data
Option Volume
Open Interest
Call OI
Put OI
Put-Call Ratio
OI 30-day avg
Today vs avg
Option Volume
Call Vol
Put Vol
Put-Call Ratio
Vol 30-day avg
Today vs avg
Option Chain Statistics
| Expiry | Call Vol | Put Vol | Vol P/C | Call OI | Put OI | OI P/C | IV Call | IV Call OI-Wtd | IV Call Vol-Wtd | IV Put | IV Put OI-Wtd | IV Put Vol-Wtd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-10-16 | ||||||||||||
Real-Time Option Chain
| Calls | Strike | Puts | ||||
|---|---|---|---|---|---|---|
| Last | Vol | OI | Last | Vol | OI | |
| No data available | ||||||
Calls vs Puts by Expiry
CallsPutsLog scale
Competitive positioning
How HQY ranks across every disease it competes in
Competitive Position is a premium feature
See how HQY ranks against every competitor across each disease it develops in: phase, best drug, trials and likelihood of approval.
Start free trialHQY News
-HQY
Sep 30, 2026HealthEquity Appoints Moody’s CFO Noémie Heuland to Board of Directors
HealthEquity has appointed Noémie Heuland, CFO of Moody's Corporation, to its Board of Directors effective September 24, 2026. Heuland will also participate in the Audit and Risk Committee and Cybersecurity and Technology Committee. Her expertise in finance and technology is expected to support HealthEquity's growth strategy and mission to enhance healthcare management for consumers.
Read more →-HQY
Aug 27, 2026▼ -10.6%on this news
HealthEquity Reports Second Quarter Ended July 31, 2026 Financial Results
HealthEquity reported strong financial results for the second quarter ended July 31, 2026, with a 10% increase in net income to $65.6 million and an 8% rise in revenue to $350.7 million. The company achieved a record Adjusted EBITDA margin of 48% and total HSA assets increased by 14%. Management has raised its fiscal 2027 guidance, reflecting confidence in ongoing growth.
Read more →-HQY
Aug 3, 2026HealthEquity Announces Second Quarter Earnings Release Date and Investor Conference Schedule
HealthEquity, Inc. has announced the release date for its second quarter fiscal 2027 earnings, set for August 27, 2026. Following the release, a conference call will be held to discuss the results. The company also plans to engage with investors at upcoming conferences, highlighting its position as a leader in health savings accounts.
Read more →-HQY
Jun 8, 2026One in Three Americans Delay Medical Care Due to Cost, HealthEquity Research Finds
HealthEquity's latest research reveals that over one-third of Americans delay medical care due to costs, highlighting ongoing healthcare affordability issues. The survey indicates that while understanding of benefits has improved, financial preparedness has declined. Notably, younger workers and those with chronic conditions are more affected. Health Savings Accounts (HSAs) appear to enhance financial readiness and security for users.
Read more →-HQY
May 28, 2026HealthEquity Reports First Quarter Ended April 30, 2026 Financial Results; Raises Guidance
HealthEquity, Inc. reported strong financial results for the first quarter ended April 30, 2026, with a 29% increase in net income and a 17% rise in Adjusted EBITDA. The company also announced a $1 billion increase in its share repurchase program, reflecting confidence in its financial model. Total HSA Assets grew significantly, indicating robust growth in member engagement and account volume.
Read more →-HQY
May 5, 2026HealthEquity Announces First Quarter Earnings Release Date and Investor Conference Schedule
HealthEquity, Inc. announced the release date for its first quarter fiscal 2027 earnings, set for May 28, 2026. Following the earnings release, a conference call will be held to discuss the results. The company also plans to engage with investors at various upcoming conferences, emphasizing its commitment to transparency and investor relations.
Read more →-HQY
Mar 30, 2026HealthEquity Appoints Sanford Health CEO Bill Gassen to Board of Directors
HealthEquity has appointed Bill Gassen, CEO of Sanford Health, to its Board of Directors. Effective March 26, 2026, Gassen will also serve on the Audit and Risk Committee and the Talent, Compensation and Culture Committee. His experience in healthcare is expected to enhance HealthEquity's strategy in consumer-directed benefits.
Read more →-HQY
Mar 17, 2026HealthEquity Reports Record Revenue, Earnings and New HSAs From Sales for Fourth Quarter and Year Ended January 31, 2026, Resulting in Raised Fiscal 2027 Outlook
HealthEquity, Inc. reported record financial results for the fiscal year and fourth quarter ended January 31, 2026, with revenue increasing by 9% to $1.31 billion and net income rising 123% to $215.2 million. The company also announced a significant increase in Adjusted EBITDA and total HSA assets. Following this performance, HealthEquity raised its fiscal 2027 outlook, anticipating continued growth.
Read more →-HQY
Feb 17, 2026HealthEquity Delivers Record Q4 and Standout Fiscal 2026 Sales Metrics
HealthEquity, Inc. reported record sales metrics for Q4 and fiscal year 2026, with significant growth in HSA accounts and assets. The company added over one million new HSA accounts, reflecting a 17% increase in quarterly sales. HealthEquity reaffirmed its guidance for fiscal years 2026 and 2027, highlighting a strong pipeline and ongoing advocacy for regulatory changes to enhance HSA accessibility.
Read more →-HQY
Jan 12, 2026HealthEquity Announces Fiscal Year 2027 Outlook Presentation at J.P. Morgan Healthcare Conference
HealthEquity, the largest HSA custodian in the U.S., has announced its fiscal year 2027 outlook, projecting revenues between $1.38 billion and $1.41 billion. The company reaffirmed its guidance for FY 2026 and highlighted its efforts in modernizing operations and enhancing security. HealthEquity will present these insights at the upcoming J.P. Morgan Healthcare Conference.
Read more →-HQY
Dec 9, 2025Young Americans Lead in HSA Adoption But Carry Heaviest Economic Burden, HealthEquity Research Finds
HealthEquity's Healthcare Affordability Pulse survey reveals that younger Americans, particularly Gen Z and Millennials, are leading in Health Savings Account (HSA) adoption while facing significant economic anxiety. Despite their proactive approach to healthcare savings, they report higher financial stress, which negatively impacts their workplace performance. The survey highlights the need for better education and employer support to enhance financial security.
Read more →-HQY
Dec 3, 2025HealthEquity Reports Third Quarter Ended October 31, 2025 Financial Results
HealthEquity, Inc. reported strong financial results for the third quarter of fiscal 2026, with a 7% increase in revenue to $322.2 million and a notable rise in net income per diluted share to $0.59. The company also saw a 15% growth in total HSA assets, reaching $34.4 billion. Management anticipates continued growth, projecting revenues between $1.302 billion and $1.312 billion for the fiscal year.
Read more →-HQY
Nov 13, 2025HealthEquity to Enhance Member Experience with Agentic AI
HealthEquity, Inc. has announced the deployment of agentic AI capabilities to enhance member experience. This technology aims to provide personalized support through natural conversations across various channels. The initiative is part of a broader commitment to leveraging technology for improved member outcomes, with a phased rollout beginning in November 2025. HealthEquity has previously implemented several AI-powered solutions to streamline processes and enhance customer engagement.
Read more →-HQY
Nov 5, 2025HealthEquity Announces Third Quarter Earnings Date
HealthEquity, Inc. (NASDAQ: HQY) has announced the release date for its third quarter fiscal 2026 earnings, set for December 3, 2025. Following the earnings report, management will host a conference call to discuss the financial results. The company administers HSAs for over 17 million accounts, emphasizing its commitment to enhancing consumer healthcare.
Read more →-HQY
Oct 14, 2025HealthEquity Introduces GLP-1 Telehealth and Direct HSA Enrollment Platforms
HealthEquity has launched two new initiatives aimed at improving access to affordable healthcare solutions. The first is a GLP-1 telehealth platform that connects HSA members with weight management medications. The second is a direct HSA enrollment platform, allowing individuals to open HSAs directly, particularly benefiting those newly eligible under recent ACA changes.
Read more →-HQY
Sep 25, 2025HealthEquity Strengthens Executive Leadership Team with Strategic Appointments to Drive Growth and Innovation
HealthEquity, Inc. has appointed Mukund Ramachandran as Chief Marketing Officer and Garett Kitch as Senior Vice President of Client Sales & Relationship Management. These appointments aim to enhance the company's strategic vision and capitalize on new market opportunities following recent federal legislation that expands HSA eligibility. The leadership changes are expected to strengthen HealthEquity's market position and drive innovation.
Read more →-HQY
Sep 2, 2025HealthEquity Reports Second Quarter Ended July 31, 2025 Financial Results
HealthEquity, Inc. reported strong financial results for the second quarter ending July 31, 2025, with a 9% increase in revenue to $325.8 million and a 67% rise in net income to $59.9 million. The company also achieved record adjusted EBITDA of $151.1 million. Additionally, HealthEquity announced a stock repurchase program and positive growth in health savings accounts (HSAs). Management anticipates continued growth and a favorable outlook for the fiscal year.
Read more →-HQY
Aug 29, 2025HealthEquity's AI-Powered Tool Recognized for Innovation in Streamlining Benefits Education
HealthEquity's AI-powered tool, HSAnswers, has been recognized with several awards for its innovative approach to benefits education. Launched in October 2024, it provides personalized responses to consumer-directed benefits inquiries. The tool has facilitated numerous conversations, addressing critical questions about health savings accounts and other benefits. HealthEquity aims to further enhance HSAnswers with more sophisticated features.
Read more →-HQY
Aug 12, 2025CORRECTION - HealthEquity Community Foundation Expands National Impact with $50,000 in Grants
HealthEquity Community Foundation announced $50,000 in grants to 20 nonprofit organizations. The funding aims to support various community needs, including health care and basic human services. This grant cycle reflects a 50% increase in mental health support. The foundation will welcome a new president later this year, ensuring continued commitment to community wellness.
Read more →About HealthEquity, Inc
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