• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    HealthEquity Announces Record Year-End HSA Sales Outlook, Presentation at J.P. Morgan Healthcare Conference

    1/13/25 9:01:00 AM ET
    $HQY
    Business Services
    Consumer Discretionary
    Get the next $HQY alert in real time by email

    DRAPER, Utah, Jan. 13, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity" or the "Company"), the nation's largest health savings account ("HSA") custodian, today announced estimates of HSAs, HSA Assets and Total Accounts for its fiscal year ending January 31, 2025, reflecting a strong sales year with record New HSAs from Sales and strong custodial HSA Asset growth.

    • Estimated HSAs to be approximately 9.8 million by January 31, 2025, up from 8.7 million a year earlier.
    • Estimated HSA Assets to be approximately $31 billion, up from $25.2 billion at the end of fiscal year 2024, with approximately $17 billion of HSA Cash. Invested balances included in the estimated assets are subject to market fluctuation.
    • Estimated Total Accounts to be approximately 17 million compared to 15.7 million at the end of fiscal year 2024.

    Commenting on the estimates, Scott Cutler, President and CEO said, "I am excited to be part of Team Purple, who together with an integrated network of over 200 Network Partners that include health and retirement plan partners, brokers and benefit advisors, delivered strong new logo growth and, nearly 1 million New HSAs from Sales. Combined with strong HSA Asset growth, and Total Account growth, we are well positioned for continued growth in FY26 and beyond."

    HealthEquity will discuss these results and estimates during a presentation by Scott Cutler, President and CEO, Steve Neeleman, Vice Chair and Founder and James Lucania, EVP and CFO, at the 43rd Annual J.P. Morgan Healthcare Conference on Wednesday, January 15, 2025, at 8:15 am Pacific Time in the Elizabethan Room of the St. Francis Hotel.

    An audio webcast of the presentation along with a copy of the presentation slides will be available and archived on HealthEquity's investor relations website at http://ir.healthequity.com.

    About HealthEquity

    HealthEquity and its subsidiaries administer HSAs and other consumer-directed benefits for more than 16 million accounts in partnership with employers, benefits advisors, and health and retirement plan providers who share our vision of saving and improving the lives of healthcare consumers. For more information, visit www.healthequity.com.

    Forward-looking statements

    This press release contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding our New HSAs from Sales, HSA Assets, Total Accounts, industry, business strategy, plans, goals and expectations concerning our markets and market position, product expansion, future operations, expenses and other results of operations, revenue, margins, profitability, acquisition synergies, future efficiencies, tax rates, capital expenditures, liquidity and capital resources and other financial and operating information. When used in this discussion, the words "may," "believes," "intends," "seeks," "aims," "anticipates," "plans," "estimates," "expects," "should," "assumes," "continues," "could," "will," "future" and the negative of these or similar terms and phrases are intended to identify forward-looking statements in this press release.

    Forward-looking statements reflect our current expectations regarding future events, results or outcomes. These expectations may or may not be realized. Although we believe the expectations reflected in the forward-looking statements are reasonable, we can give you no assurance these expectations will prove to be correct. Some of these expectations may be based upon assumptions, data or judgments that prove to be incorrect. Actual events, results and outcomes may differ materially from our expectations due to a variety of known and unknown risks, uncertainties and other factors. Although it is not possible to identify all of these risks and factors, they include, among others, risks related to the following:

    • our ability to adequately place and safeguard our custodial assets, or the failure of any of our depository or insurance company partners;
    • our ability to compete effectively in a rapidly evolving healthcare and benefits administration industry;
    • our dependence on the continued availability and benefits of tax-advantaged HSAs and other CDBs;
    • risks relating to our recent CEO transition;
    • our ability to successfully identify, acquire and integrate additional portfolio purchases or acquisition targets;
    • the significant competition we face and may face in the future, including from those with greater resources than us;
    • our reliance on the availability and performance of our technology and communications systems;
    • potential future cybersecurity breaches of our technology and communications systems and other data interruptions, including resulting costs and liabilities, reputational damage and loss of business;
    • the current uncertain healthcare environment, including changes in healthcare programs and expenditures and related regulations;
    • our ability to comply with current and future privacy, healthcare, tax, ERISA, investment adviser and other laws applicable to our business;
    • our reliance on partners and third-party vendors for distribution and important services;
    • our ability to develop and implement updated features for our technology platforms and communications systems; and
    • our reliance on our management team and key team members.

    For a detailed discussion of these and other risk factors, please refer to the risks detailed in our filings with the Securities and Exchange Commission, including, without limitation, our Annual Report on Form 10-K for the fiscal year ended January 31, 2024, our Quarterly Reports on Form 10-Q for the fiscal quarters ended July 31, 2024 and October 31, 2024, and subsequent periodic and current reports. Past performance is not necessarily indicative of future results. We undertake no intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Forward-looking statements should not be relied upon as representing our views as of any date subsequent to the date of this press release.

    Investor Relations Contact:

    Richard Putnam

    801-727-1000

    [email protected]



    Primary Logo

    Get the next $HQY alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $HQY

    DatePrice TargetRatingAnalyst
    3/25/2025$120.00 → $115.00Outperform → Strong Buy
    Raymond James
    12/4/2024$126.00Outperform
    Mizuho
    11/15/2024$108.00Neutral
    Goldman
    4/4/2024$101.00Mkt Outperform
    JMP Securities
    4/2/2024$86.00 → $108.00Overweight
    JP Morgan
    1/3/2024$84.00Overweight
    Barclays
    9/21/2023$79.00 → $87.00Neutral → Outperform
    Robert W. Baird
    10/21/2022$64.00 → $77.00Sell → Neutral
    Goldman
    More analyst ratings

    $HQY
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • HealthEquity upgraded by Raymond James with a new price target

      Raymond James upgraded HealthEquity from Outperform to Strong Buy and set a new price target of $115.00 from $120.00 previously

      3/25/25 8:22:31 AM ET
      $HQY
      Business Services
      Consumer Discretionary
    • Mizuho initiated coverage on HealthEquity with a new price target

      Mizuho initiated coverage of HealthEquity with a rating of Outperform and set a new price target of $126.00

      12/4/24 7:41:08 AM ET
      $HQY
      Business Services
      Consumer Discretionary
    • Goldman initiated coverage on HealthEquity with a new price target

      Goldman initiated coverage of HealthEquity with a rating of Neutral and set a new price target of $108.00

      11/15/24 7:47:14 AM ET
      $HQY
      Business Services
      Consumer Discretionary

    $HQY
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • HealthEquity Announces First Quarter Earnings Release Date Presentations at Investor Conferences

      DRAPER, Utah, May 09, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity" or the "Company"), the nation's largest health savings account ("HSA") custodian, today announced plans to release its first quarter of fiscal 2026 financial results following the close of regular stock market trading hours on Tuesday, June 3, 2025. Following the news release, HealthEquity management plans to host a conference call for investors on Tuesday, June 3, 2025, at 4:30 p.m. Eastern Time during which management will review the Company's first quarter results. HealthEquity First Quarter Fiscal Year 2026 Results Conference CallDate: June 3, 2025Time:4:30 p.m. Eastern Time / 2:30 p.m. Mount

      5/9/25 4:59:50 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • USA Today Names HealthEquity to its Top 25 Workplaces

      DRAPER, Utah, April 29, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity"), the nation's largest health savings account (HSA) administrator, today announced it has been named a USA Today Top Workplace for 2025, ranking 23rd nationwide for companies with more than 2,500 employees. This is HealthEquity's fourth consecutive year on the coveted list, and it is the only company from the healthcare benefits industry to be ranked in the Top 25. "This award is a testament to our incredible teammates who show up every day—wherever they are—with purpose, passion, and care for one another. They've proven that a thriving culture isn't bound by office walls. It's built through t

      4/29/25 9:00:00 AM ET
      $HQY
      Business Services
      Consumer Discretionary
    • HealthEquity's Expedited Claims Technology Wins Artificial Intelligence Excellence Awards

      DRAPER, Utah, April 15, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity"), the nation's largest Health Savings Account (HSA) administrator, has been recognized by the Business Intelligence Group for its Expedited Claims AI system at the 2025 Artificial Intelligence Excellence Awards. The award honors outstanding organizations, products, and individuals who have harnessed the power of AI for good to solve real-world problems. HealthEquity won awards for "Innovative AI Products" in the categories of health and automation. "Our team identified a pain point for members, and they determined a way to fix it," said Bryan Rhodes, principal product manager at HealthEqu

      4/15/25 9:20:00 AM ET
      $HQY
      Business Services
      Consumer Discretionary

    $HQY
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more

    $HQY
    SEC Filings

    See more
    • Director Selander Robert W exercised 12,500 shares at a strike of $28.68 and sold $446,513 worth of shares (5,750 units at $77.65), increasing direct ownership by 9% to 84,969 units (SEC Form 4)

      4 - HEALTHEQUITY, INC. (0001428336) (Issuer)

      4/11/25 12:53:52 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • FOUNDER AND VICE CHAIRMAN Neeleman Stephen covered exercise/tax liability with 9,019 shares, decreasing direct ownership by 7% to 113,642 units (SEC Form 4)

      4 - HEALTHEQUITY, INC. (0001428336) (Issuer)

      4/10/25 5:13:19 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • EVP, General Counsel Ladd Delano covered exercise/tax liability with 6,991 shares, decreasing direct ownership by 7% to 86,426 units (SEC Form 4)

      4 - HEALTHEQUITY, INC. (0001428336) (Issuer)

      4/10/25 5:05:24 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • HealthEquity Inc. filed SEC Form 8-K: Leadership Update, Financial Statements and Exhibits

      8-K - HEALTHEQUITY, INC. (0001428336) (Filer)

      4/28/25 4:01:38 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • SEC Form 144 filed by HealthEquity Inc.

      144 - HEALTHEQUITY, INC. (0001428336) (Subject)

      4/10/25 4:55:06 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • SEC Form 144 filed by HealthEquity Inc.

      144 - HEALTHEQUITY, INC. (0001428336) (Subject)

      4/9/25 4:04:38 PM ET
      $HQY
      Business Services
      Consumer Discretionary

    $HQY
    Leadership Updates

    Live Leadership Updates

    See more
    • HealthEquity Reports Year-End Sales Metrics

      DRAPER, Utah, Feb. 18, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity" or the "Company"), the nation's largest health savings account ("HSA") custodian, today announced its HSAs, HSA Assets and Total Accounts as of its fiscal year ended January 31, 2025. The Company also affirmed its guidance for fiscal 2025 and 2026, provided an updated HSA cash repricing schedule, and announced upcoming events and presentations. The total number of HSAs as of January 31, 2025 was 9.9 million, an increase of 14%, from 8.7 million as of January 31, 2024. The Company closed its fiscal year 2025 with 17.0 million Total Accounts, an increase of 9%, from 15.7 million as of January 31,

      2/18/25 4:01:00 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • HealthEquity Announces Record Year-End HSA Sales Outlook, Presentation at J.P. Morgan Healthcare Conference

      DRAPER, Utah, Jan. 13, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity" or the "Company"), the nation's largest health savings account ("HSA") custodian, today announced estimates of HSAs, HSA Assets and Total Accounts for its fiscal year ending January 31, 2025, reflecting a strong sales year with record New HSAs from Sales and strong custodial HSA Asset growth. Estimated HSAs to be approximately 9.8 million by January 31, 2025, up from 8.7 million a year earlier.Estimated HSA Assets to be approximately $31 billion, up from $25.2 billion at the end of fiscal year 2024, with approximately $17 billion of HSA Cash. Invested balances included in the estimated assets a

      1/13/25 9:01:00 AM ET
      $HQY
      Business Services
      Consumer Discretionary
    • HSA Week 2024 Offers Free Resources and Personalized Healthcare Savings Paths

      DRAPER, Utah, Aug. 21, 2024 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity"), the leader in health savings accounts (HSAs) and consumer-directed benefits administration, will kick off the second annual HSA WeekTM on August 26. The weeklong event will include a variety of resources to educate workers and companies about HSAs and their potential to improve healthcare savings and financial stability. According to a recent HealthEquity research study, roughly 40% of employees lack confidence in their health plan decisions and more than half wonder at times if they have chosen the right plan for their needs. The good news is that education can help. The study also found th

      8/21/24 8:30:00 AM ET
      $HQY
      Business Services
      Consumer Discretionary

    $HQY
    Financials

    Live finance-specific insights

    See more
    • HealthEquity Announces First Quarter Earnings Release Date Presentations at Investor Conferences

      DRAPER, Utah, May 09, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity" or the "Company"), the nation's largest health savings account ("HSA") custodian, today announced plans to release its first quarter of fiscal 2026 financial results following the close of regular stock market trading hours on Tuesday, June 3, 2025. Following the news release, HealthEquity management plans to host a conference call for investors on Tuesday, June 3, 2025, at 4:30 p.m. Eastern Time during which management will review the Company's first quarter results. HealthEquity First Quarter Fiscal Year 2026 Results Conference CallDate: June 3, 2025Time:4:30 p.m. Eastern Time / 2:30 p.m. Mount

      5/9/25 4:59:50 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2025 Financial Results

      Highlights of the fiscal year include: Revenue of $1.20 billion, an increase of 20% compared to $999.6 million in FY24.Net income of $96.7 million, an increase of 74% compared to $55.7 million in FY24, with non-GAAP net income of $277.3 million, an increase of 42% compared to $195.5 million in FY24.Net income per diluted share of $1.09, an increase of 70% compared to $0.64 in FY24, with non-GAAP net income per diluted share of $3.12, an increase of 39% compared to $2.25 in FY24.Adjusted EBITDA of $471.8 million, an increase of 28% compared to $369.2 million in FY24.9.9 million HSAs, an increase of 14% compared to FY24.Total HSA Assets of $32.1 billion, an increase of 27% compared to F

      3/18/25 4:01:00 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • HealthEquity Reports Third Quarter Ended October 31, 2024 Financial Results

      Highlights of the third quarter include: Revenue of $300.4 million, an increase of 21% compared to $249.2 million in Q3 FY24.Net income of $5.7 million, compared to $14.7 million in Q3 FY24, with non-GAAP net income of $69.4 million, an increase of 33% compared to $52.2 million in Q3 FY24.Net income per diluted share of $0.06, compared to $0.17 in Q3 FY24, with non-GAAP net income per diluted share of $0.78, compared to $0.60 in Q3 FY24.Adjusted EBITDA of $118.2 million, an increase of 24% compared to $95.6 million in Q3 FY24.9.5 million HSAs, an increase of 15% compared to Q3 FY24.Total HSA Assets of $30.0 billion, an increase of 33% compared to Q3 FY24.16.5 million Total Accounts, inc

      12/9/24 4:01:00 PM ET
      $HQY
      Business Services
      Consumer Discretionary

    $HQY
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G/A filed by HealthEquity Inc. (Amendment)

      SC 13G/A - HEALTHEQUITY, INC. (0001428336) (Subject)

      2/13/24 5:06:19 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • SEC Form SC 13G/A filed by HealthEquity Inc. (Amendment)

      SC 13G/A - HEALTHEQUITY, INC. (0001428336) (Subject)

      2/9/24 4:15:05 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • SEC Form SC 13G/A filed by HealthEquity Inc. (Amendment)

      SC 13G/A - HEALTHEQUITY, INC. (0001428336) (Subject)

      2/9/24 9:16:06 AM ET
      $HQY
      Business Services
      Consumer Discretionary