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HealthEquity, Inc

$89.98

-14.53 (-13.92%)

Market Cap
7.50 B
EPS
2.76
P/E Ratio
37.84 $
Value Trade
66.52 M
0.14 %
Week
3.14 %
1 Month
15.36 %
3 Month
34.93 %
6 Month
%
5 Year
%
All Time
Cash Data
  • Cash Position

    -

  • Monthly Burn

    -

  • Runway

    -

Overview
Volume
334.71 K
52 Week Range
72.76 - 107.62
% held by Insiders
2.62 %
% held by Institutions
108.47 %
Enterprise Value
8.18 B
Total Shares
83.60 M
Short %
5.06 %
Float Shares
82.08 M
Company Description
HQ: 15 WEST SCENIC POINTE DRIVE, D...
Employees:2,814

locked

Upcoming Catalyst
Catalyst Drug/Treatment Stage Probability of Approval Description Drug Type Therapeutic Area Source
Example Drug Treatment for example condition requiring FDA review
Phase 3
-%

FDA review of the new drug application for the treatment of example condition.

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Small Molecule
Oncology
Example Drug Treatment for example condition requiring FDA review
Phase 3
-%

FDA review of the new drug application for the treatment of example condition.

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Small Molecule
Oncology
Example Drug Treatment for example condition requiring FDA review
Phase 3
-%

FDA review of the new drug application for the treatment of example condition.

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Small Molecule
Oncology
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Past FDA Catalysts & PDUFA Decisions
Date Drug Catalyst Stage Outcome Reaction Event Move % Best Trade %
Example Drug
Phase 3 data readout
Phase 3
0%
0%
Example Drug
Phase 3 data readout
Phase 3
0%
0%
Example Drug
Phase 3 data readout
Phase 3
0%
0%
Unlock Historical Catalyst data
Drug Pipeline Intelligence
Unlock Drug Pipeline Intelligence
Clinical Trial Results
Drug Name Indications Phase Date Trial Results Summary Title Source
Example Drug
Example indication for clinical evaluation
Phase 3
2025-12-01

The study met its primary endpoint demonstrating statistically significant improvement.

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Phase 3 Study Results Announcement

Example Drug
Example indication for clinical evaluation
Phase 3
2025-12-01

The study met its primary endpoint demonstrating statistically significant improvement.

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Phase 3 Study Results Announcement

Example Drug
Example indication for clinical evaluation
Phase 3
2025-12-01

The study met its primary endpoint demonstrating statistically significant improvement.

Read More

Phase 3 Study Results Announcement

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Inside Trades
TREND
CORPORATE INSIDERS BOUGHT SHARES WORTH 1.8M IN THE LAST 3 MONTHS
YEARLY INSIDER TRANSACTIONS
Sector Avg.
INSIDERS
SOLD
INSIDERS
BOUGHT
POSITIVE SENTIMENT Based on 22 Insiders Transactions
Unlock Inside Trades data
Hedge Funds
TREND
HEDGE FUNDS INCREASED HOLDINGS BY 200.0K SHARES IN THE LAST QUARTER
Shares Held
2040.00B1530.00B1020.00B510.00B0
Q3
2024
Q4
2024
Q1
2025
Q2
2025
HEDGE FUNDS
SOLD
HEDGE FUNDS
BOUGHT
POSITIVE SENTIMENT Based on 27 hedge funds in the last quarter
18 buying (3 new)·9 selling (1 exited)·2 unchanged
Fund Count
60%
Share Volume
25%
Conviction
15%
HedgeFund Name
( 3 )
% of Portfolio Current MV
-
Shares Owned
-
Activity
Avg Price $0

Example Capital Management

2.5 %
15.00 M
250.00 K

Example Capital Management

2.5 %
15.00 M
250.00 K

Example Capital Management

2.5 %
15.00 M
250.00 K
Unlock Hedge Funds table data
HQY Institutional Ownership Trends
Current Insider %
5.20%
+0.00%
Current Institutional %
62.40%
+0.00%
Total Ownership
67.60%
Insider + Institutional
Data Points
1
1 Ticker(s)
Option Chain Statistics
ExpirationVolumeOpen InterestImplied Volatility CallsImplied Volatility Puts
CallsPutsPut-Call RatioCallsPutsPut-Call RatioIVOiWaIvVWaIvIVOiWaIvVWaIv
2026-10-16 0.00 0 - - - - - -
2026-10-16 0.00 0 - - - - - -
2026-10-16 0.00 0 - - - - - -
Unlock Option Chain Statistics data
Option Chain
CallsStrikePuts
Last PriceVolumeOpen InterestLast PriceVolumeOpen Interest
No data available
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Unlock Options Chart data
Open interest
0 600K 1.2M 1.8M Avg OI 1.00 M Open Interest
0 1 2 3 1.1 Put-Call Ratio
Today's Open Interest
1.00 M
Put-Call Ratio
1.1
Put Open Interest
480.00 K
Call Open Interest
520.00 K
Open Interest Avg (30-day)
900,000
Today vs Open Interest Avg (30-day)
11.11%
Option Volume
0 450K 900K 1.4M Avg OV 750.00 K Option Volume
0 1 2 3 0.95 Put-Call Ratio
Today's Volume
750.00 K
Put-Call Ratio
0.95
Put Volume
360.00 K
Call Volume
390.00 K
Volume Avg (30-day)
800,000
Today vs Volume Avg (30-day)
-6.25%
Company News
-HQY
Aug 27, 2026
HQYGeneral
▼ -13.9%today

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, 2026
HQYGeneral

HealthEquity 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.

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-HQY
May 5, 2026
HQYGeneral

HealthEquity 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
Sep 19, 2023
HQYGeneral

Conduent Incorporated 100 Campus Drive Florham Park, N.J. 07932 www.Conduent.com Conduent's BenefitWallet HSA Portfolio Moving to HealthEquity FLORHAM PARK, N.J., and Draper, UT

Conduent Incorporated has entered into a definitive agreement with HealthEquity to transfer BenefitWallet's Health Savings Account (HSA) portfolio for approximately $425 million. The deal encompasses around 665,000 customer accounts and HSA assets totaling about $2.7 billion. The transfer is expected to conclude in multiple tranches during the first half of 2024, pending regulatory approval. Both companies expressed optimism about enhancing services for customers during and after the transition.

Read more →
-HQY
Nov 1, 2021
HQYGeneral

HealthEquity Completes Further Acquisition Expands HSA market share, health plan relationships and adds private label solutions DRAPER, Utah , (GLOBE NEWSWIRE)

HealthEquity Completes Further Acquisition share, health plan relationships and adds private label DRAPER, Utah, (GLOBE NEWSWIRE) - November 1, 2021 - HealthEquity, Inc. (NASDAQ: HQY) ("HealthEquity"), the nation's largest health savings account ("HSA") non-bank custodian, t

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-HQY
Apr 27, 2021
HQYGeneral

Fifth Third Bank HSAs Moving to HealthEquity Draper, Utah - ( GLOBE NEWSWIRE )

Fifth Third Bank HSAs Moving to HealthEquity - (GLOBE NEWSWIRE) - April 27, 2021 - HealthEquity, Inc. (NASDAQ: HQY) ("HealthEquity" or the "Company"), the largest independent HSA custodian, today announced it has entered into a definitive agreement with Fifth Third Bank, Natio

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-HQY
Mar 8, 2021
HQYGeneral

HealthEquity Expands Commuter Offering with Luum Acquisition adds options beyond monthly transit passes, strengthening capabilities for the new hybrid workplace DRAPER, Utah , (GLOBE NEWSWIRE)

HealthEquity Expands Commuter Offering adds options beyond monthly transit passes, capabilities for the new hybrid workplace DRAPER, Utah, (GLOBE NEWSWIRE) - March 8, 2021 - HealthEquity, Inc. (NASDAQ: HQY) ("HealthEquity"), the nation's largest independent health savings ac

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-HQY
Jul 7, 2020
HQYGeneral

Copyright 2020 HealthEquity, Inc. All rights reserved. Investor update

Safe harbor 2 This presentation includes information contained in our public filings filed with the Securities and Exchange Commission (SEC ), which public filings are expressly incorporated herein by reference (see http://ir.healthequity.com/ ), and other publicly available info

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-HQY
Aug 30, 2019
HQYGeneral

HealthEquity Completes Acquisition of WageWorks Announces $80-100 Million Investment in Remarkable Service DRAPER, UT, (Globe Newswire)

HealthEquity Completes Acquisition of WageWorks Announces $80-100 Million Investment in Remarkable Service DRAPER, UT, (Globe Newswire) August 30, 2019 HealthEquity, Inc. (NASDAQ: HQY) ( HealthEquity or the Company ) today completed its acquisition of WageWorks, Inc., (NYSE: WA

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-HQY
Jul 30, 2019
HQYFDA Updates

HealthEquity and WageWorks Announce HSR Clearance DRAPER, Utah and SAN MATEO, California, (Globe Newswire)

HealthEquity and WageWorks Announce HSR Clearance DRAPER, Utah and SAN MATEO, California, (Globe Newswire) July 30, 2019 HealthEquity, Inc. (NASDAQ: HQY) ( HealthEquity ) and WageWorks, Inc., (NYSE: WAGE) ( WageWorks ) today announced that they have received notification of earl

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-HQY
Jul 8, 2019
HQYGeneral

WageWorks, Inc. and Subsidiaries Index to Consolidated Financial Statements Page Reports of Independent Registered Public Accounting Firms 1 Consolidated Balance Sheets 6 Consolidated Statements of Income 7 Consolidated

WageWorks, Inc. and Subsidiaries Index to Consolidated Financial Statements Page Reports of Independent Registered Public Accounting Firms 1 Consolidated Balance Sheets 6 Consolidated Statements of Income 7 Consolidated Statements of Comprehensive Income 8 Consolidated St

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-HQY
Jun 27, 2019
HQYGeneral

HealthEquity to Acquire WageWorks Accelerating Market-Wide Transition to HSAs Delivers sustained growth, significant synergies, rapid deleveraging DRAPER, Utah and SAN MATEO, California, (Globe Newswire)

HealthEquity to Acquire WageWorks Accelerating Market-Wide Transition to HSAs Delivers sustained growth, significant synergies, rapid deleveraging DRAPER, Utah and SAN MATEO, California, (Globe Newswire) June 27, 2019 HealthEquity, Inc. (NASDAQ: HQY) ( HealthEquity ), the natio

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-HQY
Jun 26, 2019
HQYGeneral

UNAUDITED PRO FORMA COMBINED CONDENSED FINANCIAL INFORMATION OF HEALTHEQUITY On

UNAUDITED PRO FORMA COMBINED CONDENSED FINANCIAL INFORMATION OF HEALTHEQUITY On June 26, 2019, HealthEquity, Inc. ( HealthEquity , we , us , our ), our wholly owned subsidiary Pacific Merger Sub Inc. ( Merger Sub ) and WageWorks, Inc. ( WageWorks ) entered into an agreement and

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Competitive Position
How HQY ranks across every disease it competes in
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