HQY
HealthEquity, Inc. NASDAQ Listed Jul 31, 2014$83.99
Mkt Cap $7.1B
52w Low $72.76
25.6% of range
52w High $116.65
50d MA $81.22
200d MA $89.15
P/E (TTM)
33.0x
EV/EBITDA
25.0x
P/B
3.4x
Debt/Equity
0.5x
ROE
10.2%
P/FCF
16.2x
RSI (14)
—
ATR (14)
—
Beta
0.26
50d MA
$81.22
200d MA
$89.15
Avg Volume
984.0K
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. The company was incorporated in 2002 and is headquartered in Draper, Utah.
15 West Scenic Pointe Drive · Draper, UT 84020 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 17, 2026 | AMC | 0.89 | 0.95 | +6.7% | 79.40 | +0.0% | +0.2% | +2.0% | -0.1% | +0.8% | +0.6% | — |
| Dec 3, 2025 | AMC | 0.91 | 1.01 | +10.7% | 98.64 | +3.9% | -3.0% | -1.2% | -2.6% | +1.3% | +2.6% | — |
| Sep 2, 2025 | AMC | 0.91 | 1.08 | +18.2% | 88.85 | +5.2% | +7.5% | +2.3% | -6.4% | +1.7% | -0.1% | — |
| Jun 3, 2025 | AMC | 0.81 | 0.97 | +19.3% | 103.76 | +8.0% | +9.0% | -0.3% | -1.0% | -0.3% | -3.5% | — |
| Mar 18, 2025 | AMC | 0.71 | 0.69 | -2.8% | 101.67 | -16.4% | -17.1% | +0.3% | +0.3% | +6.4% | -0.1% | — |
| Dec 9, 2024 | AMC | 0.71 | 0.78 | +9.9% | 101.00 | -3.8% | -5.6% | +2.1% | -2.4% | +0.7% | -2.6% | — |
| Sep 3, 2024 | AMC | 0.70 | 0.86 | +23.0% | 78.63 | -0.7% | +5.1% | -3.8% | -4.1% | +0.1% | -2.1% | — |
| Jun 3, 2024 | AMC | 0.66 | 0.80 | +22.0% | 81.22 | +4.4% | +2.7% | +1.7% | -1.4% | +1.9% | +2.0% | — |
| Mar 19, 2024 | AMC | 0.56 | 0.63 | +12.5% | 83.53 | -0.9% | -2.6% | +1.0% | -3.1% | -0.3% | +0.1% | — |
| Dec 5, 2023 | AMC | 0.49 | 0.60 | +22.4% | 69.02 | +1.1% | +0.4% | -2.3% | +1.1% | +3.5% | -1.4% | — |
| Sep 5, 2023 | AMC | 0.47 | 0.53 | +12.8% | 66.84 | +1.6% | +3.8% | +2.9% | -4.7% | +3.0% | +0.8% | — |
| Jun 5, 2023 | AMC | 0.41 | 0.50 | +22.0% | 58.84 | +7.9% | +11.6% | -0.4% | -3.1% | +2.3% | -1.1% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 9 | BMO Capital | Upgrade | Market Perform → Outperform | — | $81.95 | $83.48 | +1.9% | +2.7% | -7.4% | +2.5% | +1.8% | +2.8% |
| Mar 19 | Deutsche Bank | Maintains | Buy → Buy | — | $79.57 | $79.91 | +0.4% | +2.0% | -0.1% | +0.8% | +0.6% | +0.5% |
| Mar 18 | RBC Capital | Maintains | Outperform → Outperform | — | $79.40 | $79.40 | +0.0% | +0.2% | +2.0% | -0.1% | +0.8% | +0.6% |
| Mar 18 | JP Morgan | Maintains | Overweight → Overweight | — | $79.40 | $79.40 | +0.0% | +0.2% | +2.0% | -0.1% | +0.8% | +0.6% |
| Mar 18 | Barrington Research | Maintains | Outperform → Outperform | — | $79.40 | $79.40 | +0.0% | +0.2% | +2.0% | -0.1% | +0.8% | +0.6% |
| Feb 18 | Barclays | Maintains | Overweight → Overweight | — | $74.36 | $75.85 | +2.0% | +3.7% | +2.3% | +0.0% | -3.8% | +0.0% |
| Feb 17 | BTIG | Maintains | Buy → Buy | — | $73.88 | $73.38 | -0.7% | +0.6% | +3.7% | +2.3% | +0.0% | -3.8% |
| Jan 9 | Goldman Sachs | Downgrade | Neutral → Sell | — | $98.51 | $95.56 | -3.0% | -4.4% | -10.2% | -0.3% | +1.6% | +1.6% |
| Jan 8 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $97.77 | $97.60 | -0.2% | +0.8% | -4.4% | -10.2% | -0.3% | +1.6% |
| Dec 4 | Citizens | Maintains | Market Outperform → Market Outperform | — | $98.64 | $102.50 | +3.9% | -3.0% | -1.2% | -2.6% | +1.3% | +2.6% |
| Dec 4 | BTIG | Maintains | Buy → Buy | — | $98.64 | $102.50 | +3.9% | -3.0% | -1.2% | -2.6% | +1.3% | +2.6% |
| Dec 4 | Barrington Research | Maintains | Outperform → Outperform | — | $98.64 | $102.50 | +3.9% | -3.0% | -1.2% | -2.6% | +1.3% | +2.6% |
| Dec 4 | JP Morgan | Maintains | Overweight → Overweight | — | $98.64 | $102.50 | +3.9% | -3.0% | -1.2% | -2.6% | +1.3% | +2.6% |
| Oct 8 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $88.50 | $88.42 | -0.1% | +4.1% | +0.7% | -2.4% | +3.0% | +0.9% |
| Sep 3 | RBC Capital | Maintains | Outperform → Outperform | — | $88.85 | $93.50 | +5.2% | +7.5% | +2.3% | -6.4% | +1.7% | -0.1% |
| Sep 3 | Barrington Research | Maintains | Outperform → Outperform | — | $88.85 | $93.50 | +5.2% | +7.5% | +2.3% | -6.4% | +1.7% | -0.1% |
| Sep 3 | JP Morgan | Maintains | Overweight → Overweight | — | $88.85 | $93.50 | +5.2% | +7.5% | +2.3% | -6.4% | +1.7% | -0.1% |
| Sep 3 | Jefferies | Maintains | Buy → Buy | — | $88.85 | $93.50 | +5.2% | +7.5% | +2.3% | -6.4% | +1.7% | -0.1% |
| Aug 29 | Barrington Research | Maintains | Outperform → Outperform | — | $88.29 | $88.24 | -0.1% | +1.2% | -0.5% | +7.5% | +2.3% | -6.4% |
| Aug 28 | RBC Capital | Maintains | Outperform → Outperform | — | $87.98 | $88.06 | +0.1% | +0.4% | +1.2% | -0.5% | +7.5% | +2.3% |
| Jul 8 | Raymond James | Maintains | Strong Buy → Strong Buy | — | $101.83 | $101.99 | +0.2% | +1.3% | -3.0% | -2.8% | -2.7% | +3.0% |
| Jun 11 | Jefferies | Maintains | Buy → Buy | — | $107.22 | $106.96 | -0.2% | -2.5% | -0.5% | +0.7% | -3.5% | -1.1% |
| Jun 5 | Deutsche Bank | Maintains | Buy → Buy | — | $113.06 | $112.96 | -0.1% | -0.3% | -1.0% | -0.3% | -3.5% | -2.5% |
| Jun 5 | Barrington Research | Maintains | Outperform → Outperform | — | $113.06 | $112.96 | -0.1% | -0.3% | -1.0% | -0.3% | -3.5% | -2.5% |
| Jun 4 | BofA Securities | Maintains | Buy → Buy | — | $103.76 | $112.08 | +8.0% | +9.0% | -0.3% | -1.0% | -0.3% | -3.5% |
| Jun 4 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $103.76 | $112.08 | +8.0% | +9.0% | -0.3% | -1.0% | -0.3% | -3.5% |
| Jun 4 | Goldman Sachs | Maintains | Neutral → Neutral | — | $103.76 | $112.08 | +8.0% | +9.0% | -0.3% | -1.0% | -0.3% | -3.5% |
| Jun 4 | RBC Capital | Maintains | Outperform → Outperform | — | $103.76 | $112.08 | +8.0% | +9.0% | -0.3% | -1.0% | -0.3% | -3.5% |
| Apr 16 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $83.03 | $82.01 | -1.2% | -0.7% | +2.5% | -5.1% | +4.1% | +3.2% |
| Apr 11 | Barrington Research | Maintains | Outperform → Outperform | — | $79.94 | $80.11 | +0.2% | +2.8% | +1.4% | -0.4% | -0.7% | +2.5% |
| Mar 27 | Goldman Sachs | Maintains | Neutral → Neutral | — | $89.22 | $89.36 | +0.2% | -0.4% | -2.1% | +1.6% | -1.5% | +1.9% |
| Mar 25 | Raymond James | Upgrade | Outperform → Strong Buy | — | $90.32 | $91.86 | +1.7% | -0.1% | -1.1% | -0.4% | -2.1% | +1.6% |
| Mar 24 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $84.88 | $86.29 | +1.7% | +6.4% | -0.1% | -1.1% | -0.4% | -2.1% |
| Mar 20 | Deutsche Bank | Maintains | Buy → Buy | — | $84.32 | $84.05 | -0.3% | +0.3% | +0.3% | +6.4% | -0.1% | -1.1% |
| Mar 19 | Barrington Research | Maintains | Outperform → Outperform | — | $101.67 | $85.00 | -16.4% | -17.1% | +0.3% | +0.3% | +6.4% | -0.1% |
| Mar 14 | Barrington Research | Maintains | Outperform → Outperform | — | $93.97 | $95.35 | +1.5% | +3.7% | +3.4% | +0.9% | -17.1% | +0.3% |
| Feb 26 | Wells Fargo | Maintains | Overweight → Overweight | — | $107.45 | $107.36 | -0.1% | -1.7% | +1.3% | +2.6% | -4.5% | -1.7% |
| Feb 25 | Raymond James | Maintains | Outperform → Outperform | — | $109.43 | $109.56 | +0.1% | -1.8% | -1.7% | +1.3% | +2.6% | -4.5% |
| Jan 14 | Deutsche Bank | Maintains | Buy → Buy | — | $101.82 | $102.26 | +0.4% | +1.8% | -2.8% | -0.6% | +2.3% | +2.3% |
| Dec 10 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $101.00 | $97.18 | -3.8% | -5.6% | +2.1% | -2.4% | +0.7% | -2.6% |
| Dec 10 | RBC Capital | Maintains | Outperform → Outperform | — | $101.00 | $97.18 | -3.8% | -5.6% | +2.1% | -2.4% | +0.7% | -2.6% |
| Dec 2 | Barrington Research | Maintains | Outperform → Outperform | — | $101.54 | $101.82 | +0.3% | +0.1% | -0.3% | +1.6% | -2.1% | -0.6% |
| Nov 14 | BTIG | Maintains | Buy → Buy | — | $94.80 | $95.18 | +0.4% | +0.9% | +3.4% | +3.5% | +0.3% | +0.3% |
| Nov 13 | BofA Securities | Maintains | Buy → Buy | — | $100.20 | $97.79 | -2.4% | -5.4% | +0.9% | +3.4% | +3.5% | +0.3% |
| Sep 20 | Barrington Research | Maintains | Outperform → Outperform | — | $78.59 | $78.75 | +0.2% | +1.2% | -0.4% | -0.5% | -1.6% | +1.4% |
| Sep 4 | BofA Securities | Maintains | Buy → Buy | — | $78.63 | $78.11 | -0.7% | +5.1% | -3.8% | -4.1% | +0.1% | -2.1% |
| Sep 4 | Deutsche Bank | Maintains | Buy → Buy | — | $78.63 | $78.11 | -0.7% | +5.1% | -3.8% | -4.1% | +0.1% | -2.1% |
| Sep 4 | Barrington Research | Maintains | Outperform → Outperform | — | $78.63 | $78.11 | -0.7% | +5.1% | -3.8% | -4.1% | +0.1% | -2.1% |
| Sep 4 | RBC Capital | Maintains | Outperform → Outperform | — | $78.63 | $78.11 | -0.7% | +5.1% | -3.8% | -4.1% | +0.1% | -2.1% |
| Sep 4 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $78.63 | $78.11 | -0.7% | +5.1% | -3.8% | -4.1% | +0.1% | -2.1% |
No insider trades available.
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
Billtrust's CEO departed after nearly three years, creating leadership uncertainty that could disrupt operational continuity and strategy execution, warranting investor caution on near-term performance.
Apr 6
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
HQY's departure of an executive effective March 26, 2026 creates uncertainty about leadership continuity and strategy execution, potentially affecting investor confidence until a replacement is named.
Mar 30
8-K
Unknown — 8-K Filing
HQY's net income more than doubled with margins expanding significantly, driving EPS growth of 126% that substantially exceeds non-GAAP growth, suggesting conservative accounting may understate true operational performance.
Mar 17
8-K
HealthEquity, Inc -- 8-K Filing
HealthEquity reaffirmed its fiscal 2026-2027 guidance while reporting growth metrics for its HSA custodian business as of January 31, 2026, signaling management confidence in forward performance.
Feb 17
Data updated apr 25, 2026 1:59pm
· Source: massive.com