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HealthEquity Inc

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$101 -0.0024(-0.24%) HQY at 04 Dec 2025 04:34 PM Health Information Services
Lowest Today 97.14
Highest Today 100.13
Today’s Open 98.59
Prev. Close 98.88
52 Week High 116.65
52 Week Low 74.07
Day’s Range: Low 97.14 High 100.13
52-Week Range: Low 74.07 High 116.65
1 day return -
1 Week return -6.15
1 month return +3.79
3 month return +0.98
6 month return -12.66
1 year return -4.21
3 year return +45.71
5 year return +39.78
10 year return -

Institutional Holdings

BlackRock Inc 12.45

Vanguard Group Inc 9.87

Wasatch Advisors LP 7.08

FMR Inc 5.85

State Street Corp 3.70

iShares Core S&P Mid-Cap ETF 3.27

Vanguard Total Stock Mkt Idx Inv 3.01

Amvescap Plc. 2.75

Geode Capital Management, LLC 2.49

iShares Russell 2000 ETF 2.39

Vanguard Small Cap Index 2.32

Brown Advisory Holdings Inc 1.89

Wasatch Core Growth 1.87

Dimensional Fund Advisors, Inc. 1.77

Morgan Stanley - Brokerage Accounts 1.63

ClearBridge Advisors, LLC 1.53

Mackenzie Investments 1.47

Westfield Capital Management Company, L.P. 1.47

Citadel Advisors Llc 1.40

Charles Schwab Investment Management Inc 1.31

Atlantic Trust Group, LLC 1.31

Vanguard Small Cap Growth Index Inv 1.31

Geneva Capital Management 1.29

AQR Capital Management LLC 1.29

Northern Trust Corp 1.26

JPMorgan Chase & Co 1.25

Fidelity Advisor Equity Growth I 1.08

Vanguard Institutional Extnd Mkt Idx Tr 1.08

Fidelity Small Cap Index 0.99

Fidelity VIP Growth Initial 0.96

iShares Russell 2000 Growth ETF 0.87

Baron Opp. Small Cap Growth Strategy 0.87

Baron Small Cap Retail 0.87

Wasatch Small Cap Growth Investor 0.84

Invesco Discovery A 0.77

Invesco OFI Small Cap Growth 0.77

SPDR® S&P MIDCAP 400 ETF Trust 0.77

Vanguard Explorer Inv 0.75

Stephens SMID Select Growth 0.70

Premier Miton US Opportunities B Acc 0.70

Market Status

Strong Buy: 9

Buy: 4

Hold: 1

Sell: 0

Strong Sell: 0

Fundamentals

Market Cap 8550.68 M

PB Ratio 4.1111

PE Ratio 62.1887

Enterprise Value 9574.69 M

Total Assets 3448.55 M

Volume 1550092

Company Financials

Annual Revenue FY25:1199774000 1199.8M, FY24:999587000 999.6M, FY23:861748000 861.7M, FY22:756556000 756.6M, FY21:733570000 733.6M

Annual Profit FY25:777259000 777.3M, FY24:622637000 622.6M, FY23:490091000 490.1M, FY22:423706000 423.7M, FY21:415334000 415.3M

Annual Net worth FY25:96703000 96.7M, FY24:55712000 55.7M, FY23:-26143000 -26.1M, FY22:-44289000 -44.3M, FY21:8834000 8.8M

Quarterly Revenue Q3/2025:325835000 325.8M, Q2/2025:330844000 330.8M, Q1/2025:311817000 311.8M, Q4/2024:300432000 300.4M, Q3/2024:299928000 299.9M

Quarterly Profit Q3/2025:232595000 232.6M, Q2/2025:224311000 224.3M, Q1/2025:189043000 189.0M, Q4/2024:197026000 197.0M, Q3/2024:173071000 173.1M

Quarterly Net worth Q3/2025:59854000 59.9M, Q2/2025:53915000 53.9M, Q1/2025:26365000 26.4M, Q4/2024:5703000 5.7M, Q3/2024:35822000 35.8M

Fund house & investment objective

Company Information HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. It provides health savings accounts; investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. The company also offers flexible spending accounts 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. It serves clients through a direct sales force; and 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.

Organisation Health Information Services

Employees 3105

Industry Health Information Services

CEO Mr. Scott R. Cutler J.D.

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