HQY
HEALTHEQUITY, INC.
$88.34
-0.70%
$7.4B
No data for this timeframe.
Vol
Market Cap$7.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders50 funds
Inst. Value$4.6B
Inst. Activity19 buys / 19 sells
Insider Activity0B / 3S
Insider Net $-$1.2M
Reddit Sentiment67° Warm
SEC Reports4
Press Releases1
Recent Activity
Jun 8, 2026
other
One in Three Americans Delay Medical Care Due to Cost, HealthEquity Research Finds
Healthcare Cost Pressures Drive Workplace Productivity Losses; HSA Holders Report Stronger Confidenc
Jun 5, 2026
SEC
HealthEquity (HQY) reported FQ1 2026 revenue of $354.6M (+7% YoY) and non-GAAP EPS of $1.24, beating consensus estimates
8-K — Impact 7/10
Jun 2, 2026
SEC
Three HQY insiders (EVP General Counsel, EVP Chief Commercial Officer, and a Director) sold a total of ~$1.19M in open-m
CLUSTER — Impact 5/10
May 29, 2026
Insider
Fiore Michael Henry sold 3,142 shares
EVP, CHIEF COMMERCIAL OFFICER @ $95.00 ($298.5K)
May 28, 2026
SEC
HealthEquity reported Q1 FY2027 revenue of $354.6M (+7% YoY), beating the $352.2M consensus, but GAAP EPS of $0.82 misse
PRESS-RELEASE — Impact 6/10
May 28, 2026
Insider
Ladd Delano sold 7,500 shares
EVP, General Counsel @ $90.00 ($675.0K)
May 28, 2026
Insider
Wellborn Gayle Furgurson sold 2,439 shares
Director @ $90.00 ($219.5K)
Inst.
MORGAN STANLEY — ADD
2,485,913 shares ($207.7M)
Price Targets
$114.63
+29.8% upside
Strong Buy
Current $88.34
Low $88.00
Median $110.50
High $135.00
16 analysts
$88.00
$135.00
Analyst Ratings
7Strong Buy
11Buy
1Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 3, 2026 | RBC Capital | REITERATE | Outperform → Outperform |
| Jun 1, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
| May 29, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| May 22, 2026 | Barrington Research | MAINTAIN | Outperform → Outperform |
| Apr 9, 2026 | BMO Capital | UPGRADE | Market Perform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.19 | $1.14 — $1.23 | 10% YoY | 15 |
| Next Q | $1.16 ▼ -0.6% | $1.11 — $1.23 | 15% YoY | 15 |
| Current FY | $4.72 ▲ +2.1% | $4.55 — $4.93 | 18% YoY | 15 |
| Next FY | $5.48 ▲ +2.6% | $5.10 — $6.28 | 16% YoY | 15 |
Latest Reports
BULLISH
8-K
7/10
HealthEquity (HQY) reported FQ1 2026 revenue of $354.6M (+7% YoY) and non-GAAP EPS of $1.24, beating consensus estimates
Jun 5, 2026
MIXED
CLUSTER
5/10
Three HQY insiders (EVP General Counsel, EVP Chief Commercial Officer, and a Director) sold a total of ~$1.19M in open-m
Jun 2, 2026
BULLISH
Press
8/10
HealthEquity (HQY) reported strong fiscal year 2026 results with revenue up 9% to $1.31 billion and net income surging 1
Mar 17, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $880.2M | — |
| WASATCH ADVISORS LP | $601.9M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $348.0M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $319.6M | — |
| STATE STREET CORP | $259.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 29, 2026 | Fiore Michael | SELL | $298.5K |
| May 28, 2026 | Ladd Delano | SELL | $675.0K |
| May 28, 2026 | Wellborn Gayle | SELL | $219.5K |
| May 28, 2026 | Wellborn Gayle | M | $115.1K |
| Apr 6, 2026 | Cutler Scott | F | $413.4K |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
50 institutional holders with $4.6B total value (54,902,363 shares) as of 2026-Q1. Top holders: BlackRock,, WASATCH, VANGUARD.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10,532,394 | $880.2M | 19.2% | — |
| 2 | WASATCH ADVISORS LP | 7,202,934 | $601.9M | 13.1% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,163,593 | $348.0M | 7.6% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3,823,804 | $319.6M | 7.0% | — |
| 5 | STATE STREET CORP | 3,099,897 | $259.1M | 5.6% | — |
| 6 | MORGAN STANLEY | 2,485,913 | $207.7M | 4.5% | ADD +67.3% |
| 7 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,659,616 | $138.7M | 3.0% | NEW |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1,627,039 | $136.0M | 3.0% | — |
| 9 | Clearbridge Investments, LLC | 1,309,972 | $109.5M | 2.4% | — |
| 10 | MACKENZIE FINANCIAL CORP | 1,281,657 | $107.1M | 2.3% | — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,175,339 | $98.2M | 2.1% | — |
| 12 | FMR LLC | 1,134,933 | $94.8M | 2.1% | TRIM -44.7% |
| 13 | LOOMIS SAYLES & CO L P | 931,906 | $77.9M | 1.7% | — |
| 14 | BANK OF AMERICA CORP /DE/ | 862,008 | $72.0M | 1.6% | ADD +43.5% |
| 15 | JANUS HENDERSON GROUP PLC | 850,411 | $71.1M | 1.5% | — |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | 835,072 | $69.8M | 1.5% | DOUBLED +196.5% |
| 17 | GOLDMAN SACHS GROUP INC | 800,818 | $66.9M | 1.5% | — |
| 18 | BAMCO INC /NY/ | 750,025 | $62.7M | 1.4% | — |
| 19 | Swedbank AB | 706,300 | $59.0M | 1.3% | ADD +61.5% |
| 20 | Nuveen, LLC | 680,462 | $56.9M | 1.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 1,486,057 | 2,485,913 | +67.3% | $207.7M | 2026-Q1 |
| FMR LLC | TRIM | 2,052,571 | 1,134,933 | -44.7% | $94.8M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 600,858 | 862,008 | +43.5% | $72.0M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 281,631 | 835,072 | +196.5% | $69.8M | 2026-Q1 |
| Swedbank AB | ADD | 437,300 | 706,300 | +61.5% | $59.0M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 767,391 | 497,520 | -35.2% | $41.6M | 2026-Q1 |
| Invesco Ltd. | TRIM | 871,802 | 452,743 | -48.1% | $37.8M | 2026-Q1 |
| Artisan Partners Limited Partnership | TRIM | 542,216 | 270,942 | -50.0% | $22.6M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | TRIM | 729,510 | 266,615 | -63.5% | $22.2M | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | ADD | 127,646 | 192,400 | +50.7% | $16.1M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 102,000 | 141,900 | +39.1% | $11.9M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 107,761 | 138,868 | +28.9% | $11.6M | 2026-Q1 |
| Mariner, LLC | ADD | 49,604 | 69,068 | +39.2% | $5.8M | 2026-Q1 |
| Amundi | DOUBLED | 3,030 | 67,592 | +2130.8% | $5.6M | 2026-Q1 |
| HighTower Advisors, LLC | TRIM | 89,048 | 48,835 | -45.2% | $4.1M | 2026-Q1 |
| STRS OHIO | TRIM | 64,400 | 33,200 | -48.4% | $2.8M | 2026-Q1 |
| MARSHALL WACE, LLP | NEAR_EXIT | 450,322 | 31,536 | -93.0% | $2.6M | 2026-Q1 |
| PEAK6 LLC | DOUBLED | 5,041 | 28,909 | +473.5% | $2.4M | 2026-Q1 |
| HSBC HOLDINGS PLC | DOUBLED | 5,951 | 28,181 | +373.6% | $2.4M | 2026-Q1 |
| Baird Financial Group, Inc. | TRIM | 38,231 | 27,569 | -27.9% | $2.3M | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 6,488 | 27,124 | +318.1% | $2.3M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 1,020 | 25,200 | +2370.6% | $2.1M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 5,285 | 16,872 | +219.2% | $1.4M | 2026-Q1 |
| CWM, LLC | ADD | 7,405 | 12,988 | +75.4% | $1.1M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | 9,010 | 18,744 | +108.0% | $1.0M | 2026-Q1 |
10 unique insiders with 22 transactions. Net insider value: -$1.2M ($0.00 bought, $1.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 29, 2026 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | SELL | 3,142 | $95.00 | $298.5K |
| May 28, 2026 | Ladd Delano | EVP, General Counsel | SELL | 7,500 | $90.00 | $675.0K |
| May 28, 2026 | Wellborn Gayle Furgurson | Director | SELL | 2,439 | $90.00 | $219.5K |
| May 28, 2026 | Wellborn Gayle Furgurson | Director | EXERCISE | 2,439 | $47.21 | $115.1K |
| Apr 6, 2026 | Cutler Scott | President and CEO | TAX W/H | 4,931 | $83.84 | $413.4K |
| Apr 6, 2026 | Lucania James M | EVP & CFO | TAX W/H | 4,393 | $83.84 | $368.3K |
| Apr 6, 2026 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | TAX W/H | 4,768 | $83.84 | $399.7K |
| Apr 6, 2026 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | TAX W/H | 3,378 | $83.84 | $283.2K |
| Apr 6, 2026 | Ladd Delano | EVP, General Counsel | TAX W/H | 2,481 | $83.84 | $208.0K |
| Apr 6, 2026 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | TAX W/H | 2,559 | $83.84 | $214.5K |
| Mar 31, 2026 | Ladd Delano | EVP, General Counsel | TAX W/H | 7,726 | $82.53 | $637.6K |
| Mar 31, 2026 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | TAX W/H | 18,010 | $82.53 | $1.5M |
| Mar 31, 2026 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | TAX W/H | 9,292 | $82.53 | $766.8K |
| Mar 25, 2026 | Gathright Michael | Chief Customer Officer | AWARD | 15,157 | — | — |
| Mar 25, 2026 | Ladd Delano | EVP, General Counsel | AWARD | 15,157 | — | — |
| Mar 25, 2026 | Cutler Scott | President and CEO | AWARD | 72,754 | — | — |
| Mar 25, 2026 | Lucania James M | EVP & CFO | AWARD | 27,283 | — | — |
| Mar 25, 2026 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | AWARD | 17,582 | — | — |
| Mar 25, 2026 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | AWARD | 19,704 | — | — |
| Mar 25, 2026 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | AWARD | 15,915 | — | — |
| Feb 2, 2026 | Natarajan Rajesh | Director | AWARD | 976 | — | — |
| Feb 2, 2026 | Parker Stuart B. | Director | AWARD | 1,263 | — | — |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 2 mixed, 1 neutral. Avg impact: 5.0/10.
BULLISH
8-K
7/10
HealthEquity (HQY) reported FQ1 2026 revenue of $354.6M (+7% YoY) and non-GAAP EPS of $1.24, beating
Jun 5, 2026
MIXED
CLUSTER
5/10
Three HQY insiders (EVP General Counsel, EVP Chief Commercial Officer, and a Director) sold a total
Jun 2, 2026
MIXED
PRESS-RELEASE
6/10
HealthEquity reported Q1 FY2027 revenue of $354.6M (+7% YoY), beating the $352.2M consensus, but GAA
May 28, 2026
NEUTRAL
8-K
2/10
Healthequity amended employment agreements for six top executives (including CEO and CFO) to enhance
May 8, 2026
Current analyst consensus: Strong Buy (90% buy). Based on 20 analysts: 7 strong buy, 11 buy, 1 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$114.63 mean target
+29.8% upside
Strong Buy (1.56)
$88.00 Low
$135.00 High
| Metric | Value |
|---|---|
| Current Price | $88.34 |
| Target Low | $88.00 |
| Target Mean | $114.63 |
| Target Median | $110.50 |
| Target High | $135.00 |
| # Analysts | 16 |
| Recommendation | Strong Buy (1.56) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$1.19 | $1.14 | $1.23 | 10.2% | +0.0% | 6↑ 6↓ | $0.3B | 7.0% | 15 |
| Next Q 2026-10-31 |
$1.16 | $1.11 | $1.23 | 14.7% | -0.6% | 5↑ 7↓ | $0.3B | 7.6% | 15 |
| Current FY 2027-01-31 |
$4.72 | $4.55 | $4.93 | 18.1% | +2.1% | 14↑ 0↓ | $1.4B | 7.7% | 15 |
| Next FY 2028-01-31 |
$5.48 | $5.10 | $6.28 | 16.1% | +2.6% | 13↑ 0↓ | $1.5B | 7.9% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.190 | |
| 7d ago | $1.190 | |
| 30d ago | $1.190 | +0.000 |
| 60d ago | $1.190 | +0.000 |
| 90d ago | $1.156 | +0.034 |
10 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 3, 2026 | RBC Capital | REITERATE | Outperform | Outperform |
| Jun 1, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| May 29, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| May 22, 2026 | Barrington Research | MAINTAIN | Outperform | Outperform |
| Apr 9, 2026 | BMO Capital | UPGRADE | Market Perform | Outperform |
| Mar 19, 2026 | Deutsche Bank | MAINTAIN | Buy | Buy |
| Mar 18, 2026 | Barrington Research | MAINTAIN | Outperform | Outperform |
| Mar 18, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 18, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 18, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 17, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Jan 9, 2026 | Goldman Sachs | DOWNGRADE | Neutral | Sell |
| Jan 8, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 11 | 1 | 1 | 0 | 90% | |
| May 1, 2026 | 7 | 11 | 1 | 1 | 0 | 90% | |
| Apr 1, 2026 | 7 | 10 | 2 | 1 | 0 | 85% | |
| Mar 1, 2026 | 7 | 10 | 2 | 1 | 0 | 85% | |
| Feb 1, 2026 | 7 | 10 | 2 | 1 | 0 | 85% | |
| Jan 1, 2026 | 7 | 10 | 3 | 0 | 0 | 85% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 26, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 26, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Jun 8, 2026
other
One in Three Americans Delay Medical Care Due to Cost, HealthEquity Research Finds
Healthcare Cost Pressures Drive Workplace Productivity Losses; HSA Holders Report Stronger Confidence and Control <pre>Healthcare Cost Pressures Drive
May 29, 2026
short_volume
Short Volume: HQY — 73.7% short (0.8M / 1.1M)
Short: 777,602 | Exempt: 104 | TRF Vol: 1,054,866 | Short Ratio: 73.7% | Off-exchange volume (dark pool + OTC)
May 28, 2026
earnings
HealthEquity Reports First Quarter Ended April 30, 2026 Financial Results; Raises Guidance
<p align="center"><strong>Increases Repurchase Program by $1.0 Billion</strong></p>
May 28, 2026
earnings_calendar
HQY Q1 2027 Earnings Scheduled — 2026-05-28
May 5, 2026
earnings
HealthEquity Announces First Quarter Earnings Release Date and Investor Conference Schedule
<p>DRAPER, Utah, May 05, 2026 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ: HQY) (“HealthEquity” or the “Company”), the largest independent health
Apr 29, 2026
short_interest
FTD: HQY — 36,610 shares ($3.0M) failed to deliver
Settlement: 20260429, Price: $81.18, FTD Value: $2,971,999.8, HEALTHEQUITY INC COM STK
Mar 30, 2026
leadership
HealthEquity Appoints Sanford Health CEO Bill Gassen to Board of Directors
<p>DRAPER, Utah, March 30, 2026 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ: HQY) (“HealthEquity” or the “Company”), the largest independent heal
Mar 17, 2026
earnings
HealthEquity Reports Record Revenue, Earnings and New HSAs From Sales for Fourth Quarter and Year Ended January 31, 2026, Resulting in Raised Fiscal 2027 Outlook
<p><strong>Highlights of the fiscal year include:</strong></p>
Mar 17, 2026
earnings_calendar
HQY Q4 2026 Earnings After Market Close — 2026-03-17