HealthEquity, Inc.
NASDAQ · us_market
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HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. It offers health savings accounts (HAS); investment platform; online-only automated investment advisory services through Advisor, a Web-based tool. The company also provides flexible spending accounts (FSA) for health and dependent care; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. In addition, the company offers HSA and FSA members with access to certain healthcare products, programs, and services through its marketplace. It serves clients through a direct sales force; and brokers and advisors, a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. HealthEquity, Inc. was incorporated in 2002 and is based in Draper, Utah.
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 3.10M | $259.06M | 0.01% | Unchanged | 2026-03-31 |
| FidelityFMR | fundamental | 1.13M | $94.85M | 0.00% | Trimmed-44.7% | 2026-03-31 |
| Wellington | fundamental | 497.5K | $41.58M | 0.01% | Trimmed-35.2% | 2026-03-31 |
| TRowePrice | fundamental | 803.4K | $67.14K | 0.01% | Trimmed-39.0% | 2026-03-31 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-09-01upcoming | 1.19 | — | — |
| 2026-05-28 | 1.12 | 1.24 | +11.18% |
| 2026-03-17 | 0.90 | 0.95 | +5.81% |
| 2025-12-03 | 0.91 | 1.01 | +10.71% |
| 2025-09-02 | 0.92 | 1.08 | +17.68% |
| 2025-06-03 | 0.81 | 0.97 | +19.33% |
| 2025-03-18 | 0.72 | 0.69 | -3.68% |
| 2024-12-09 | 0.72 | 0.78 | +7.99% |
| 2024-09-03 | 0.70 | 0.86 | +23.03% |
| 2024-06-03 | 0.65 | 0.80 | +22.19% |
| 2024-03-19 | 0.60 | 0.63 | +5.84% |
| 2023-12-05 | 0.50 | 0.60 | +19.97% |
| 2023-09-05 | 0.48 | 0.53 | +11.12% |
| 2023-06-05 | 0.41 | 0.50 | +23.35% |
| 2023-03-21 | 0.35 | 0.37 | +5.85% |
| 2022-12-06 | 0.35 | 0.38 | +9.74% |
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| HQY | +6.78% | +9.40% | -3.95% | -12.54% |
| XLV | +2.97% | -4.64% | -3.44% | +12.69% |
| Alpha (stock − sector) | +3.81% | +14.04% | -0.51% | -25.23% |