Stock Taper
SCREENER COMPARE ANY 2 STOCKS
HQY
HEALTHEQUITY, INC.
NASDAQ
$96.37
▲ UP 3.19% (2.98)

KEY STATISTICS

Market Cap$8.06 B
52w High$107.62
52w Low$72.76
Dividend Yield—
Frequency—
P/E22.52
Volume2.26M
Shares Out.83.60M

COMPANY

LEADERSHIP

Scott R. Cutler
CHIEF EXECUTIVE
Scott R. Cutler

COMPENSATION 2026

Salary$775,000
Stock Awards$12,038,563
Incentive Plan Pay$767,250
All Other Comp.$1,292
Total$13,582,105

ABOUT

SECTOR
Healthcare
WENT PUBLIC
July 31, 2014
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
2,814

PRICE TARGET

Target High$115.00
Target Low$105.00
Target Median$111.00
Target Consensus$110.00

UPCOMING EARNINGS

DateDec 2, 2026
DayWednesday
Rev. Est.$346.88M
DEC
2
WED

PRICE

$96.37 ▲ UP 3.19% (+$2.98)
$93.00$94.50$96.00$97.509:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM96.37

About HealthEquity, Inc.

https://www.healthequity.com ↗

HealthEquity, Inc. offers cloud-based platforms and services for health savings, spending, and investment management, serving consumers and employers across the U.S. since 2002.

INDUSTRY

Medical - Healthcare Information Services

A SERVICE HEALTHEQUITY, INC. IS KNOWN FOR

Health Savings Account (HSA)

HealthEquity's HSA is a tax-advantaged savings account that helps individuals save and invest for current and future medical expenses, offering tax benefits and serving as a vital tool for healthcare financial management.

COMPETITORS

COMPETITOR
SCHW COMPARE
UNH COMPARE
VOYA COMPARE
WBS COMPARE
WEX COMPARE

Revenue by Products

IconPRODUCTQ3-2026Q4-2026Q1-2027Q2-2027
Financial Service Other$159.07M $161.4M ▲$174.33M ▲$175.94M ▲
Service$120.29M $127.08M ▲$122.93M ▼$124.44M ▲
Credit and Debit Card$42.81M $46.1M ▲$57.38M ▲$50.35M ▼

ETFS HOLDING THIS STOCK

ETFS HOLDING
236
LISTED HERE
26
RANKED BY POSITION SIZE
XUU.TO
0.01% · 3.0M
VTS.AX
0.01% · 2.5M
MDY
0.22% · 618.9K
FESM
0.62% · 434.9K
SCHA
0.16% · 401.4K
DFAS
0.16% · 270.5K
PSC
0.53% · 158.6K
XRSU.L
0.25% · 77.4K
JHMM
0.12% · 71.6K
NUSC
0.46% · 67.4K
PRFZ
0.22% · 66.0K
TMFM
4.97% · 62.0K
RSSL
0.25% · 40.5K
BBMC
0.16% · 37.6K
SMCO
2.37% · 35.7K
XHYH
0.43% · 35.0K
SRHQ
1.21% · 28.0K
FTQI
0.25% · 25.5K
AAUB
0.26% · 23.3K
JSML
0.54% · 19.6K
GSSC
0.13% · 15.8K
EZM
0.15% · 13.6K
BKMC
0.20% · 13.6K
AFTY
0.27% · 12.8K
FF
FFND
1.13% · 11.7K
LST
0.51% · 9.8K

INSTITUTIONAL OWNERSHIP

SHARES OWNED
74.23%
HOLDERS
780
TOP 12 OF 780 · RANKED BY POSITION SIZE
Blackrock, Inc.
11.3M sh · $1.02B
Blackrock Inc.
10.7M sh · $925.74M
Vanguard Group Inc
8.7M sh · $828.88M
Wasatch Advisors LP
8.0M sh · $719.01M
Morgan Stanley
4.5M sh · $410.7M
Blackrock Fund Advisors
3.5M sh · $141.89M
Fmr LLC
3.5M sh · $330.73M
State Street Corp
3.2M sh · $292.72M
Geode Capital Management, LLC
2.4M sh · $214.5M
Invesco Ltd.
2.1M sh · $201.78M
Aqr Capital Management LLC
2.1M sh · $172.59M
Janus Henderson Investors Us LLC
2.0M sh · $83.2M

RATINGS SNAPSHOT

Overall rating: A-

DCFROEROAD/EP/EP/B
Discounted Cash Flow5
Return On Equity4
Return On Assets4
Debt To Equity4
Price To Earnings1
Price To Book2
Overall Score4

TRADES BY CONGRESS

HOUSE TRADES
Gilbert Cisneros
Gilbert Cisneros
Purchase
2026-06-30
 Lisa McClain
Lisa McClain
Sale (Full)
2025-06-17
 Rob Bresnahan
Rob Bresnahan
Sale
2025-01-13
 Josh Gottheimer
Josh Gottheimer
Sale
2024-11-07

INSIDER TRADES

★
DIRECTOR
DILLON ADRIAN T
Purchase · 7.6K shares
2026-08-25
★
DIRECTOR
DILLON ADRIAN T
Sale · 6.3K shares
2026-08-25
★
DIRECTOR
DILLON ADRIAN T
Sale · 1.3K shares
2026-08-25
★
DIRECTOR
DILLON ADRIAN T
Sale · 7.6K shares
2026-08-25

MOST RECENT ANALYST GRADES

GRADE SUMMARY
BUY 3
OUTPERFORM 3
OVERWEIGHT 3
MARKET OUTPERFORM 1
SELL 1
11 GRADES IN THE LAST 12 MONTHS
BTIG BUY RBC Capital OUTPERFORM Citizens MARKET OUTPERFORM Barrington Research OUTPERFORM BMO Capital OUTPERFORM Deutsche Bank BUY JP Morgan OVERWEIGHT Barclays OVERWEIGHT

SECTORS PEERS

PEERPRICE
PEN$321.68COMPARE
CORT$113.88COMPARE
BTSG$59.13COMPARE
DVA$180.68COMPARE
GMED$82.97COMPARE
MOH$200.00COMPARE
BIO$387.70COMPARE
HSIC$89.52COMPARE