US · Healthcare · Health Information Services
EPS came in at 1.04 against a street estimate of 0.99 — a beat of 5.1%.
Analysts rate HealthEquity Inc a strong buy (15 buy, 0 hold, 0 sell out of 15) with an average price target of $119.33.
CONFIDENT HealthEquity reported accelerated 8% revenue growth, record 48% adjusted EBITDA margin, and 10.7M HSA accounts. Raised FY2027 guidance. Marketplace and investing engagement surging; AI-driven cost reductions enabling margin expansion. Q2 FY2027 Analysts probed marketplace monetization (early but encouraging signals), margin runway (member-side gains evident; client/back-office upside ahead), and distribution mix (balanced hybrid). Management highlighted early learnings on app UI, Health Savings Days success, and continued AI application across workflows. 2026-08-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 13.63% |
| Wasatch Advisors LP | 9.62% |
| Morgan Stanley - Brokerage Accounts | 5.50% |
| Vanguard Portfolio Management, LLC | 4.91% |
| Vanguard Capital Management, LLC | 4.40% |
| State Street Corp | 3.92% |
| Geode Capital Management, LLC | 2.87% |
| AQR Capital Management LLC | 2.42% |
| Document | Date |
|---|---|
| Board / officer change · Q3 FY2027 HEADLINE NUMBERS • HealthEquity (NASDAQ: HQY) reported the termination of Chief Commercial Officer Michael Fiore without cause, effective October 5, | 2026-10-09 |
| Board / officer change · Q3 FY2027 OTHER NOTABLE POINTS • HealthEquity appointed Noémie Heuland to its Board of Directors, effective September 24, 2026. • The Board expanded from ten | 2026-09-30 |
| Quarterly report · Q2 FY2027 HEALTHEQUITY, INC. - 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Revenue (6 months ended July 31, 2026): $705.4 million, up from $656 | 2026-08-27 |
| Results announced · Q3 FY2027 HEALTHEQUITY, INC. – Q2 FY2027 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $350.7 million, up 8% YoY ($325.8 million in Q2 FY2026) • Net Income: $6 | 2026-08-27 |
| Shareholder vote results · Q2 FY2027 HEALTHEQUITY, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company held 2026 Annual Meeting on June 25, 2026 • 83,830,457 shares of common stock issue | 2026-06-26 |
| Quarterly report · Q1 FY2027 HEALTHEQUITY, INC. - Q1 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue: $354.6 million (Q1 2026) vs. $330.8 million (Q1 2025) — 7.2% increase | 2026-05-28 |
| Results announced · Q2 FY2027 HEALTHEQUITY Q1 FY2027 EARNINGS SUMMARY HEADLINE NUMBERS • Net income increased 29% to $69.4 million with net income margin expanding to 20% from 16 | 2026-05-28 |
| Proxy statement · Q4 FY2026 HEALTHEQUITY, INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect ten directors to serve until 2027 annual meeting (maj | 2026-05-13 |
Readable in the app.
| Announcement | Date |
|---|---|
| Initial outlook for fiscal 2027 and reaffirmed fiscal 2026 guidance HealthEquity, Inc. issued a press release on January 12, 2026, providing initial financial guidance for its fiscal year ending January 31, 2027, while reaffirming guidance for the fiscal yea | 2026-01-12 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.