Healthequity, INC

Market Movers (8-K)

NASDAQ
HealthEquity stockholders approved all five proposals at the 2026 Annual Meeting, including director elections and executive compensation.
NASDAQ
HealthEquity reported strong Q1 2027 financial results, featuring a 29% increase in net income and an increased fiscal year outlook.
Better than expected
NASDAQ
HealthEquity, Inc. has amended employment agreements for key executives to enhance severance benefits and modify equity vesting terms.
NASDAQ
HealthEquity announced the termination of its Chief Technology Officer, Eli Rosner, effective April 17, 2026, with EVP Sunil Rajasekar to assume technology oversight.
NASDAQ
HealthEquity announced record revenue and earnings for fiscal year 2026 and the fourth quarter, leading to a raised fiscal 2027 outlook.
Better than expected
NASDAQ
HealthEquity, Inc. announced its initial fiscal year 2027 outlook, projecting revenues between $1.38 billion and $1.41 billion, while reaffirming its fiscal year 2026 guidance.

Quarterly Earnings (10-Q)

NASDAQ
HealthEquity reported strong Q1 2026 growth with revenue rising 7% to $354.6 million and net income increasing 29% to $69.4 million.
Better than expected
NASDAQ
HealthEquity, Inc. reported a significant 806% increase in net income for the third quarter ended October 31, 2025, driven by robust custodial revenue growth and reduced operating expenses.
Better than expected
Capital raise
NASDAQ
HealthEquity, Inc. announced significant financial and operational growth for the second quarter and first half of fiscal 2026, driven by increased HSA assets and strategic technology investments.
Better than expected
Capital raise
NASDAQ
HealthEquity, Inc. announced robust financial results for the first fiscal quarter ended April 30, 2025, with significant increases in total revenue, net income, and HSA assets, despite ongoing legal challenges related to a cybersecurity incident.
Better than expected
NASDAQ
HealthEquity's third-quarter results show a significant increase in revenue driven by custodial growth, despite a net income decrease due to a legal settlement.
Worse than expected
NASDAQ
HealthEquity's second quarter results show significant growth in custodial revenue and overall profitability.
Better than expected
Capital raise

Annual Reports (10-K)

NASDAQ
HealthEquity, Inc. announced robust financial results for the fiscal year ended January 31, 2026, driven by significant increases in HSA assets and net income, alongside strategic technology investments and operational efficiencies.
Better than expected
Capital raise
NASDAQ
HealthEquity's annual report highlights a successful fiscal year marked by significant growth in HSAs, strategic acquisitions, and increased custodial revenue.
NASDAQ
HealthEquity's fiscal year 2024 results show significant growth in HSA assets and custodial revenue, alongside strategic acquisitions and investments in technology.
Better than expected

Insider Trading (Form 4)

NASDAQ
Michael Henry Fiore, EVP, CHIEF COMMERCIAL OFFICER of Healthequity, Inc., sold 2,354 shares of common stock on July 10, 2026 for $95.00 per share.
NASDAQ
Michael Gathright, Chief Customer Officer of Healthequity, Inc., reported a transaction in 2,270 shares of common stock on July 9, 2026.
NASDAQ
Stephen Neeleman, Founder and Vice Chairman of HealthEquity, Inc., reported a transaction involving the sale of common stock.
NASDAQ
HealthEquity EVP & CFO James M. Lucania reported a sale of 2,839 shares of common stock on July 8, 2026.
NASDAQ
HealthEquity Inc. executive Delano Ladd reported a sale of 1,087 shares of common stock on July 8, 2026, for $95.08 per share.
NASDAQ
HealthEquity, Inc. reports a Form 4 filing detailing stock transactions by President and CEO Scott Cutler.

Proxy Statements (Def-14A)

NASDAQ
HealthEquity, Inc. announced robust financial and operational results for fiscal year 2026, including significant increases in revenue, net income, and HSA assets, alongside proposals for new employee equity incentive plans.
Better than expected
NASDAQ
HealthEquity, Inc. is holding its annual stockholder meeting on June 26, 2025, and has released its proxy materials.
NASDAQ
HealthEquity, Inc. is set to hold its 2025 annual meeting on June 26, 2025, featuring proposals for director elections, auditor ratification, and executive compensation approval.
Better than expected
NASDAQ
HealthEquity, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
HealthEquity is asking stockholders to approve the 2024 Equity Incentive Plan to continue incentivizing employees and align their interests with those of shareholders.

Schedule 13G - Passive Investments

NASDAQ
Vanguard Portfolio Management has updated its Schedule 13G filing, reporting beneficial ownership of 4,137,941 shares of HealthEquity Inc. common stock, representing 4.94% of the class.
NASDAQ
Wasatch Advisors LP has increased its beneficial ownership in HealthEquity Inc. to 9.5%, holding 7,960,735 shares as of June 30, 2026.
NASDAQ
Vanguard Capital Management has disclosed beneficial ownership of 5.3% of HealthEquity Inc.'s common stock as of March 31, 2026.
NASDAQ
Vanguard Portfolio Management has reported beneficial ownership of 5.01% of HealthEquity Inc.'s common stock as of March 31, 2026.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership in HealthEquity Inc. following an internal realignment.
NASDAQ
FMR LLC and Abigail P. Johnson report a 4.1% beneficial ownership stake in HealthEquity Inc. common stock as of September 30, 2025.