Management Credibility Analysis

Unavailable
Verified Management Score Unavailable
Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed
Verified Catalysts Unavailable
No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive
Not disclosed
Headquarters
15 WEST SCENIC POINTE DRIVE, DRAPER, UT
Founded
Not disclosed

📈 Company Timeline

Major business events
Positive
Negative
Neutral
10 Oct 2026

HealthEquity, Inc. reported A director or senior management change or compensation event

HealthEquity, Inc. filed an 8-K covering a director or senior management change or compensation event.

9 Oct 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in HealthEquity, Inc..

30 Sep 2026

HealthEquity, Inc. reported A director or senior management change or compensation event

HealthEquity, Inc. filed an 8-K covering a director or senior management change or compensation event, Regulation FD disclosure.

28 Aug 2026

HealthEquity, Inc. securities registration filing

HealthEquity, Inc. filed a registration or prospectus document concerning securities.

27 Aug 2026

HealthEquity, Inc. filed Form 10-Q

HealthEquity, Inc. submitted Form 10-Q to the SEC for the period ending Jul 31, 2026.

Capital Structure & Financial Position

Financial strength and liquidity analysis
Cash and equivalents (USD)$256.00M
Total assets (USD)$3.27B
Total liabilities (USD)$1.28B
Shareholders' equity (USD)$1.99B
Long-term debt (USD)$931.06M
Debt due within a year (USD)$0

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated

Peer Comparison - Consumer Discretionary

Company Price Market Cap
AMZN - Amazon.com, Inc. $262.37
Yahoo Finance 		$2.83T
WMT - Walmart Inc. $117.80
Yahoo Finance 		$934.60B
V - Visa Inc. $407.85
Yahoo Finance 		$728.73B
MA - Mastercard Incorporated $620.80
Yahoo Finance 		$543.83B
COST - Costco Wholesale Corporation $990.62
Yahoo Finance 		$438.97B

📋 Corporate Actions

Recent and upcoming corporate events
Verified Corporate Actions Unavailable
Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis
QuarterRevenue (USD)Operating incomeNet incomeDiluted EPS (USD)Filed
Q2 2026$350.73M$98.69M$65.64M$0.7810-Q · 27 Aug 2026
Q1 2026$354.64M$102.95M$69.42M$0.8210-Q · 28 May 2026
Q4 2025$334.59M$71.07M$49.74MUnavailable10-K · 17 Mar 2026
Q3 2025$322.16M$78.70M$51.69M$0.5910-Q · 3 Dec 2025
Q2 2025$325.84M$89.61M$59.85M$0.6810-Q · 27 Aug 2026
Q1 2025$330.84M$83.08M$53.92M$0.6110-Q · 28 May 2026

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Buy
Target: $121.11
25.4% upside potential
📈
Strong Buy
Unavailable
👍
Buy
9
⏸️
Hold
0
📉
Sell
0
9 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved Targets range 108.00–142.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments
Verified Dividend Data Unavailable
Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable
Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity
15
Oct 2026
Rajasekar Sunil
EVP Chief Prod & Strat Officer
Open-market purchase
$90.33 per share
108 shares
SEC Form 4
6
Oct 2026
Ladd Delano
EVP, General Counsel
Tax withholding
$91.16 per share
1,080 shares
SEC Form 4
6
Oct 2026
Fiore Michael Henry
Tax withholding
$91.16 per share
2,032 shares
SEC Form 4
6
Oct 2026
Neeleman Stephen
Director, FOUNDER AND VICE CHAIRMAN
Tax withholding
$91.16 per share
1,095 shares
SEC Form 4
6
Oct 2026
Gathright Michael
Chief Customer Officer
Tax withholding
$91.16 per share
662 shares
SEC Form 4
6
Oct 2026
Lucania James M
EVP & CFO
Tax withholding
$91.16 per share
2,822 shares
SEC Form 4
6
Oct 2026
Cutler Scott
Director, President and CEO
Tax withholding
$91.16 per share
1,230 shares
SEC Form 4
17
Sep 2026
Neeleman Stephen
Director, FOUNDER AND VICE CHAIRMAN
Gift
Unavailable per share
1,500 shares
SEC Form 4
24
Aug 2026
Rajasekar Sunil
EVP Chief Prod & Strat Officer
Open-market sale
$105.60 per share
108 shares
SEC Form 4
8
Jul 2026
Rajasekar Sunil
EVP Chief Prod & Strat Officer
Open-market purchase
$95.06 per share
23 shares
SEC Form 4

Top Shareholders

Blackrock, Inc.
11,277,914 shares
7.078% change
6/30/2026
Vanguard Group Inc
8,668,534 shares
-0.889% change
12/31/2025
Wasatch Advisors Lp
7,011,469 shares
-11.924% change
9/30/2026
Morgan Stanley
4,547,219 shares
82.919% change
6/30/2026
Vanguard Portfolio Management Llc
4,057,643 shares
-2.545% change
6/30/2026
Vanguard Capital Management Llc
3,640,776 shares
-4.787% change
6/30/2026
State Street Corp
3,241,046 shares
4.553% change
6/30/2026
Geode Capital Management, Llc
2,374,467 shares
5.081% change
6/30/2026
Aqr Capital Management Llc
1,999,209 shares
-4.446% change
6/30/2026
Dimensional Fund Advisors Lp
1,869,036 shares
14.873% change
6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed · 18 hours ago