HQY HEALTHEQUITY, INC.

BULLISH Impact: 7/10 8-K
Horizon days Filed May 28, 2026 Processed 7d 19h ago SEC 0001428336-26-000027
8-K Item 2.02: Earnings release
Latest settled — T+5d ⚠ clustered
HQY ▲ +0.77% at T+5d
LONG call ✓ call won +0.77% · α vs SPY +3.27% · entry $87.99 → $88.67
Next anchor: T+20d in 13d
Currently $88.34 · +0.40% from $87.99 entry
Entry anchored
May 28, 03:59 PM ET
via Databento tick
T+1d
+3.01%
call +3.01% · α +2.75%
$90.64
settled 15d ago
T+5d
+0.77%
call +0.77% · α +3.27%
$88.67
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

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Executive Summary

HealthEquity (HQY) reported FQ1 2026 revenue of $354.6M (+7% YoY) and non-GAAP EPS of $1.24, beating consensus estimates of $348.7M and $1.19 respectively. The company raised fiscal 2027 revenue guidance to $1.410B-$1.420B (from $1.405B-$1.415B previously), increased its stock repurchase authorization by $1.0B, and expanded Adjusted EBITDA margins by 400 bps to 46%, signaling accelerating operating leverage.

Key Financial Metrics

Guidance
$1.410B-$1.420B
raised

Actionable Insight

With a clean beat on both revenue and EPS, guidance raised, a $1.0B buyback expansion, and Adj EBITDA margins hitting 46% (up 400 bps), the quarter confirms accelerating operating leverage in the HSA flywheel. The stock likely gaps up on Tuesday open. Post-earnings drift could persist given the strong beat/raise narrative and 90% analyst bullish consensus. Key level to watch: prior quarter's report saw +23% YoY Adj EBITDA growth; this quarter delivered +17% on tougher comps but with broader margin expansion.

Key Facts

  • Revenue $354.6M, +7% YoY vs consensus $348.7M (beat)
  • Non-GAAP EPS $1.24, +28% YoY vs consensus $1.19 (beat by 4.2%)
  • GAAP net income $69.4M, +29% YoY; GAAP diluted EPS $0.82, +34% YoY
  • Adjusted EBITDA $164.5M, +17% YoY; margin expanded to 46% from 42%
  • FY2027 revenue guidance raised to $1.410B-$1.420B from $1.405B-$1.415B
  • Non-GAAP EPS guidance raised to $4.66-$4.73 from $4.56-$4.65
  • Board authorized additional $1.0B in share repurchases (on top of remaining $177.7M)
  • Total HSA Assets grew 19% YoY to $37.1B; HSAs with investments up 18% YoY
  • Operating cash flow $97.5M, up 51% YoY
  • Net debt reduced by ~$15M sequentially

Financial Impact

Revenue beat consensus by ~1.7% ($354.6M vs $348.7M); EPS beat consensus by ~4.2% ($1.24 vs $1.19). Guidance raised ~0.4% at midpoint. $1.0B buyback authorization added on top of existing $177.7M remaining. Quarterly net income improved 29% YoY.

revenueepsguidancebuyback_authorizationadjusted_ebitda_margin

Risk Factors

  • Revenue growth decelerated to 7% from 9% in FY2026, though largely expected after record new HSA sales year
  • Custodial revenue sensitive to interest rate trajectory — declining rates would pressure a key growth driver
  • AOCI grew more negative (-$31.8M vs -$5.7M at year-end) from cash flow hedge losses, though non-cash
  • Stock buyback at elevated prices reduces future float but may signal management believes valuation remains attractive

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
90% bullish (20 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001428336-26-000027
Document: hqy-20260528.htm0001428336-26-000027
Document: 0001428336-26-000027-index-headers.html0001428336-26-000027
Document: 0001428336-26-000027-index.html0001428336-26-000027
Document: 0001428336-26-000027.txt0001428336-26-000027
8-K Data (Synthetic)0001428336-26-000027
5 reports for HQY
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for HQY — sortable, filterable
Type Now
Jun 2, 2026
10d ago
Insider Cluster
MIXED ★ 5/10
$85.21 $86.03▲ +0.96%▲ +0.56%$88.34 (+3.67%)
May 28, 2026
15d ago
8-K
BULLISH ★ 7/10
$87.99 $90.64▲ +3.01%▲ +2.75%$88.34 (+0.40%)
May 28, 2026
15d ago
Press Release
MIXED ★ 6/10
$87.99 $90.64▲ +3.01%▲ +2.74%$88.34 (+0.40%)
May 8, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$81.65 $81.65· 0.00%▲ +0.14%$88.34 (+8.19%)
Mar 17, 2026
12w ago
Press Release
BULLISH ★ 8/10
$79.57 $81.13▲ +1.96%▲ +2.23%$88.34 (+11.02%)
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (53h 8m)

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