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HealthEquity, Inc

$85.21

-1.12 (-1.3%)

Market Cap
6.59 B
EPS
2.50
P/E Ratio
31.66 $
Value Trade
80.07 M
SEC Financials
Q2 2026

  • Dilution Risk

    5%

  • Revenue

    354.64 M

  • R&D Expenses

    67.77 M

  • Operating CF

    97.53 M

  • Total Assets

    3.31 B

  • Total Liabilities

    1.26 B

  • Equity

    2.05 B

  • D/E Ratio

    12,345

%
Week
%
1 Month
%
3 Month
%
6 Month
%
5 Year
%
All Time
Cash Data
Profitable

  • Cash Position

    265.37 M

  • Monthly Burn

    -

  • Runway

    12,345 mo

  • Burn Trend

    Stable

  • SEC Filing

    May 28, 2026
Overview
Volume
1.20 M
52 Week Range
72.76 - 116.65
% held by Insiders
2.47 %
% held by Institutions
105.12 %
Enterprise Value
7.27 B
Total Shares
85.44 M
Short %
5.06 %
Float Shares
83.81 M
Company Description
HQ: 15 WEST SCENIC POINTE DRIVE, D...
Employees:2,814
https://www.healthequity.com

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Upcoming Catalyst
Catalyst Drug/Treatment Stage Probability of Approval Description Drug Type Therapeutic Area Source
PDUFA 2026
Example Drug Treatment for example condition requiring FDA review
Phase 3
-%
Small Molecule
Oncology
Example Drug Treatment for example condition requiring FDA review
Phase 3
-%
Small Molecule
Oncology
Example Drug Treatment for example condition requiring FDA review
Phase 3
-%
Small Molecule
Oncology
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Drug Pipeline Intelligence
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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
Example Drug
Example indication for clinical evaluation
Phase 3
2025-12-01
Example Drug
Example indication for clinical evaluation
Phase 3
2025-12-01
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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
SOLDINSIDERS
BOUGHT
POSITIVE SENTIMENT Based on 22 Insiders Transactions
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Show 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
SOLDHEDGE 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%
Hedge Funds invested in HQY
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
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Biotech Analyst Ratings
Symbol
Firm
Rating
Action
Price Target
Upside
date
HQY
Example Securities
Buy
Initiated
$150.00
+25%
2026-01-15
HQY
Example Securities
Buy
Initiated
$150.00
+25%
2026-01-15
HQY
Example Securities
Buy
Initiated
$150.00
+25%
2026-01-15
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HQY Stock Forecast & Analyst Consensus
BUY
Analyst Ratings
Buy65.0%
Hold25.0%
Sell10.0%
Price Target Trend
Average$24.00
Low$18.00
High$32.00
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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
2026-07-170 0.00 0 0 - - - - - -
2026-07-170 0.00 0 0 - - - - - -
2026-07-170 0.00 0 0 - - - - - -
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Option Chain
CallsStrikePuts
Last PriceVolumeOpen InterestLast PriceVolumeOpen Interest
No data available
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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
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.

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Competitive Position
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.
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