HHealthEquity administers Health Savings Accounts (HSAs) and other consumer-directed benefits such as FSAs, HRAs, COBRA, and Commuter plans for partners like benefits advisors and health plans. Its platform manages account programs end-to-end—eligibility, contributions, investments, claims, and reimbursements—while offering a digital interface for members to manage funds and understand eligible expenses. The company differentiates itself by serving over 16 million members and focusing on consumer-directed benefits, backed by intuitive technology and strong customer service. HealthEquity’s goal is to simplify and optimize health savings and related benefits to help people manage medical costs and improve long-term financial wellbeing.
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2002
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Tectonic Advisors LLC purchases 9,630 shares of HealthEquity, Inc. $HQY. October 24, 2026 Key points. * Tectonic Advisors increased its HealthEquity stake by 9.6% in the third quarter, purchasing 9,630 shares and bringing its holdings to 109,953 shares valued at approximately $9.7 million. Institutional investors collectively own 99.55% of the company. * HealthEquity reported quarterly EPS of $1.24, exceeding estimates by $0.05, while revenue reached $350.73 million, up 95.5% year over year. Shares recently traded at $103.97, near their 52-week high of $107.62. * Analyst sentiment remains favorable, with a consensus rating of "Moderate Buy" and an average price target of $113.53; several firms maintain buy or outperform ratings, though one analyst rates the stock a sell. * Is HealthEquity on your watchlist? MarketBeat All Access adds unlimited watchlist stocks and real-time alerts for $149 a year, a rate that never goes up while you are a member. Tectonic Advisors LLC grew its position in HealthEquity, Inc. (NASDAQ:HQY - Free Report) by 9.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 109,953 shares of the company's stock after purchasing an additional 9,630 shares during the period. Tectonic Advisors LLC owned about 0.13% of HealthEquity worth $9,726,000 at the end of the most recent reporting period. Other institutional investors and hedge funds also recently made changes to their positions in the company. Root Financial Partners LLC purchased a new position in HealthEquity during the third quarter worth about $58,000. Integrated Advisors Network LLC bought a new stake in HealthEquity in the 3rd quarter worth about $323,000. Abel Hall LLC grew its position in HealthEquity by 3.8% in the 3rd quarter. Abel Hall LLC now owns 6,736 shares of the company's stock worth $596,000 after purchasing an additional 247 shares in the last quarter. Counterpoint Mutual Funds LLC purchased a new stake in HealthEquity in the 3rd quarter valued at about $604,000. Finally, Assenagon Asset Management S.A. increased its stake in HealthEquity by 54.5% in the 3rd quarter. Assenagon Asset Management S.A. now owns 32,776 shares of the company's stock valued at $2,899,000 after buying an additional 11,561 shares during the last quarter. Hedge funds and other institutional investors own 99.55% of the company's stock. HealthEquity stock performance. Shares of HQY stock traded up $3.00 on Friday, hitting $103.97. 1,020,236 shares of the stock were exchanged, compared to its average volume of 844,142. The firm's 50 day moving average is $95.36 and its two-hundred day moving average is $91.92. HealthEquity, Inc. has a one year low of $72.76 and a one year high of $107.62. The firm has a market capitalization of $8.60 billion, a PE ratio of 37.53, a P/E/G ratio of 1.59 and a beta of 0.24. The company has a current ratio of 2.99, a quick ratio of 2.99 and a debt-to-equity ratio of 0.47. HealthEquity (NASDAQ:HQY - Get Free Report) last posted its quarterly earnings results on Thursday, August 27th. The company reported $1.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.19 by $0.05. The company had revenue of $350.73 million for the quarter, compared to analyst estimates of $349.22 million. HealthEquity had a net margin of 17.36% and a return on equity of 15.33%. The company's revenue for the quarter was up 95.5% on a year-over-year basis. HealthEquity has set its FY 2027 guidance at 4.660-4.730 EPS. Sell-side analysts expect that HealthEquity, Inc. will post 3.93 earnings per share for the current fiscal year. Analyst upgrades and downgrades. Several research firms have commented on HQY. BTIG Research reissued a "buy" rating and set a $115.00 target price on shares of HealthEquity in a research report on Friday, August 28th. Citigroup reaffirmed a "market outperform" rating on shares of HealthEquity in a report on Friday, August 28th. Wall Street Zen raised HealthEquity from a "hold" rating to a "buy" rating in a research report on Saturday, October 10th. Telsey Advisory Group set a $111.00 price target on HealthEquity in a report on Friday, August 28th. Finally, Barclays boosted their price objective on HealthEquity from $110.00 to $115.00 and gave the stock an "overweight" rating in a research report on Friday, September 18th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $113.53. Discover more MarketBeat All Access MarketBeat Research Tools Insider transactions at HealthEquity. In other HealthEquity news, Director Adrian Dillon sold 7,632 shares of the stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $104.61, for a total transaction of $798,383.52. Following the sale, the director owned 62,395 shares in the company, valued at $6,527,140.95. This represents a 10.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.60% of the stock is owned by insiders. HealthEquity company profile. HealthEquity, Inc provides technology-enabled benefits administration and financial services that help employers and individuals manage tax-advantaged healthcare accounts. The company's offerings include health savings accounts (HSAs), flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), and other consumer-directed benefits. In addition to account administration, HealthEquity provides payment cards, investment options for eligible account holders, employee engagement tools, and digital platforms for managing healthcare benefits. Further reading. Want to see what other hedge funds are holding HQY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for HealthEquity, Inc. (NASDAQ:HQY - Free Report). This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider HealthEquity, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and HealthEquity wasn't on the list. While HealthEquity currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. Tesla, Nvidia, and Google helped shape the last era of market growth, but the next wave could come from a new group of companies. Inside this report, you'll find 7 stocks that could play a major role in the next tech-driven market boom. Continue following MarketBeat
HealthEquity appoints Moody's CFO Noémie Heuland to board of directors. DRAPER, Utah, Sept. 30, 2026 (GLOBE NEWSWIRE) - HealthEquity, Inc. (NASDAQ: HQY) ("HealthEquity" or the "Company"), the largest independent health savings account (HSA) custodian by account volume and a leader in consumer-directed benefits (CDB), today announced that Noémie Heuland, Chief Financial Officer of Moody's Corporation (NYSE: MCO), has been elected to its board of directors (the "Board") effective Sept. 24, 2026. Heuland will also serve on the Audit and Risk Committee and Cybersecurity and Technology Committee of the Board. Her appointment expands the Board to 11 directors, nine of whom are independent. "Noémie has built her career at the intersection of finance and technology, with deep experience leading through periods of growth and change," said Robert Selander, Chairman of the Board. "Her financial and strategic perspective will be valuable as we continue to scale HealthEquity, invest for the future and navigate the opportunities that come with our next phase of growth." "HealthEquity has built a strong business grounded in an important mission: helping people better manage and pay for healthcare," said Heuland. "I look forward to contributing my experience as the Company continues to grow, innovate, and create value for its members, clients and shareholders." Heuland has served as Chief Financial Officer of Moody's since April 2024. Before becoming CFO of Moody's, Heuland was the Chief Financial Officer at Dayforce, Inc. from October 2020 to February 2024. Before joining Dayforce, Heuland spent 12 years working for SAP in finance leadership roles. Heuland holds an M.S. in Finance and Accounting from Nantes Business School of Management, now known as Audencia. Ms. Heuland is a Certified Public Accountant. About HealthEquity HealthEquity and its subsidiaries administer HSAs and other consumer-directed benefits for nearly 18 million accounts in partnership with employers, benefits advisors, and health and retirement plan providers who share our mission to save and improve lives by empowering healthcare consumers. For more information, visit www.healthequity.com.
Parloa to unveil what's next in agentic customer experience at WAVE 2026 Berlin. Sep 24, 2026, 09:19 ET New product innovations, live demos and insights from leaders at OpenAI, Microsoft, SAP, IKEA, HealthEquity and more will take center stage at Parloa's flagship AI + CX event NEW YORK and BERLIN, Sept. 24, 2026 /PRNewswire/ - Parloa, the leading agentic CX company for enterprise customer service, today announced new details for WAVE 2026, its flagship AI and customer experience conference taking place October 7-8, 2026 at Wilhelm Studios in Berlin. At WAVE 2026, Parloa will discuss emerging trends in how AI and CX converge, giving attendees an early look at new capabilities designed to improve agent performance, enable more intelligent customer interactions and help enterprises scale agentic CX with greater control. More than 700 enterprise leaders will gather in Berlin for two days of keynotes, customer stories, panels, master classes and live demos featuring executives and experts from the world's most customer-centric brands in every industry. The Next Wave of Innovation from Parloa As enterprises move from experimenting with AI to putting it into production, the focus is shifting from what AI agents can do to how reliably they can perform, improve and deliver impact at scale. At WAVE, Parloa will unveil innovations across its AI Agent Management Platform focused on: * A clearer view of agent performance: New ways for enterprises to measure quality, evaluate outcomes, benchmark performance and understand where AI agents are succeeding and where they need refinement. * Agents that get better over time: Advances in testing, simulation, evaluation and optimization designed to help enterprises continuously improve agent performance. * More natural customer interactions: Richer experiences across voice, chat and other modes of communication that give customers more flexible ways to engage with AI agents. * More intelligence in every interaction: Deeper context designed to help AI agents better understand the customer, the conversation and the situation at hand. * Greater enterprise control: Capabilities designed to help global organizations meet security, data and deployment requirements while scaling AI across markets and use cases. Live demos will give attendees a closer look at how these capabilities can be applied across enterprise customer experience. Parloa CEO and co-founder Malte Kosub, Chief Marketing Officer Latané Conant and other Parloa leaders and builders will also share perspectives on the future of agentic customer experience and what its evolution means for enterprises, brands and customer relationships. Hear From the Enterprises Putting Agentic CX to Work More than 30 executives and experts from across Parloa's customer and partner ecosystem will share firsthand perspectives on how agentic AI is reshaping customer experience, operations and enterprise strategy. Speakers and participants include leaders from OpenAI, Microsoft, SAP, IKEA, HealthEquity, Volkswagen Financial Services, OBI, Booking.com, AUTO1, Deloitte and more. The program will also feature former professional footballer and World Champion, Bastian Schweinsteiger. WAVE will tackle the decisions enterprises face as AI moves deeper into production: where to invest, how to scale, how to govern AI systems and how to prove business impact. What Attendees Can Expect at WAVE 2026 Across keynotes, customer stories, panels, master classes and live demos, attendees will explore: * How leading brands are scaling agentic CX * How to prove business value as AI moves deeper into CX * How AI is reshaping CX teams, roles and KPIs * What reliable AI agents require at enterprise scale * What's next for AI agents, regulation and data sovereignty Be Part of WAVE 2026 in Berlin General admission tickets are €799 for WAVE 2026, taking place October 7-8 at Wilhelm Studios in Berlin. Following Berlin, Parloa will bring WAVE stateside with WAVE Summit in New York on November 4-5, convening a select group of CX and business leaders for a more intimate conversation about where agentic AI is headed and what enterprises need to prepare for next. About Parloa Parloa empowers global enterprises to build, train and manage agentic AI solutions for premier customer experiences. Founded by Malte Kosub and Stefan Ostwald, Parloa began with the belief that every great conversation is the start of a relationship, a principle that still guides how the company builds technology today. Leading global brands use Parloa's advanced AI agents to improve service at scale, increase customer loyalty, and unlock new revenue. Parloa employs more than 600 people across eight offices throughout the US and Europe. SOURCE Parloa
HealthEquity reported second-quarter fiscal 2027 results showing revenue growth accelerating to 8% year-over-year, up from 7% in the first half. The company now manages 10.7 million health savings accounts. Adjusted EBITDA rose 11% to $167 million, achieving a record 48% margin. New HSA accounts from sales jumped 24% to 202,000, marking the company's strongest second quarter. Total HSA assets reached $37.9 billion, up 14%, while invested assets climbed 28% to $20.6 billion across 939,000 accounts. Management raised full-year guidance to $1.411–$1.421 billion in revenue and $628–$636 million in adjusted EBITDA. The company returned $108.1 million to shareholders through buybacks during the quarter. CFO James Lucania acknowledged "headline price erosion" affecting service revenue, which still grew 6% to $124.4 million.
HealthEquity shares fell 8.6% this week despite reporting second-quarter results that exceeded Wall Street expectations. The healthcare financial services company posted adjusted earnings per share of $1.24 on revenue of $350.7 million, beating analyst forecasts by $0.05 per share and $1.5 million respectively. Sales grew 7.6% year over year, whilst adjusted earnings per share increased approximately 15.7%. However, investors reacted negatively to the company's guidance. HealthEquity marginally raised its full-year revenue target to between $1.411 billion and $1.421 billion, barely above its previous forecast and roughly in line with the $1.42 billion analyst consensus. The company maintained its adjusted earnings per share guidance of $4.66 to $4.73, compared with the average analyst estimate of $4.72. The stock had been trading near its 52-week high before the report.
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Industries
Company Size
1-10
Company Stage
IPO
Headquarters
Draper, UT
Founded
2002
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