HealthEquity (HQY) Projected to Announce Earnings on Thursday

HealthEquity (NASDAQ:HQY) is anticipated to release its Q2 2027 results after the market closes on Thursday, August 27th. Analysts expect the company to post earnings of $1.19 per share and revenue of $349.2240 million for the quarter. HealthEquity has set its FY 2027 guidance at 2.880-2.950 EPS. Interested persons may review the information on the company’s upcoming Q2 2027 earning overview page for the latest details on the call scheduled for Thursday, August 27, 2026 at 8:30 AM ET.

HealthEquity (NASDAQ:HQY) last posted its quarterly earnings results on Thursday, May 28th. The company reported $1.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.11 by $0.13. The firm had revenue of $354.64 million during the quarter, compared to analyst estimates of $352.02 million. HealthEquity had a net margin of 17.25% and a return on equity of 14.75%. The company’s revenue for the quarter was up 7.2% compared to the same quarter last year. On average, analysts expect HealthEquity to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

HealthEquity Stock Down 0.0%

NASDAQ HQY opened at $105.40 on Tuesday. HealthEquity has a 1-year low of $72.76 and a 1-year high of $107.62. The company has a market capitalization of $8.81 billion, a price-to-earnings ratio of 39.48, a PEG ratio of 1.77 and a beta of 0.21. The stock’s 50 day moving average is $97.01 and its two-hundred day moving average is $87.37. The company has a current ratio of 3.44, a quick ratio of 3.44 and a debt-to-equity ratio of 0.46.

Wall Street Analyst Weigh In

HQY has been the subject of several analyst reports. Citigroup restated a “market outperform” rating on shares of HealthEquity in a research report on Monday, June 1st. Wells Fargo & Company set a $111.00 price objective on HealthEquity in a research note on Monday, June 1st. Citizens Jmp lifted their price objective on HealthEquity from $110.00 to $111.00 and gave the company a “market outperform” rating in a report on Monday, June 1st. Wall Street Zen raised HealthEquity from a “hold” rating to a “buy” rating in a report on Saturday. Finally, KeyCorp restated an “overweight” rating on shares of HealthEquity in a research note on Tuesday, May 26th. Eleven analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, HealthEquity has a consensus rating of “Moderate Buy” and a consensus target price of $110.93.

Insider Transactions at HealthEquity

In related news, EVP Michael Henry Fiore sold 3,142 shares of the stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $95.00, for a total transaction of $298,490.00. Following the sale, the executive vice president directly owned 59,113 shares in the company, valued at $5,615,735. This represents a 5.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Delano Ladd sold 7,500 shares of the business’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $90.00, for a total value of $675,000.00. Following the completion of the transaction, the executive vice president directly owned 91,141 shares in the company, valued at approximately $8,202,690. This represents a 7.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 17,905 shares of company stock valued at $1,651,280 in the last three months. 1.60% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On HealthEquity

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Sivia Capital Partners LLC acquired a new stake in HealthEquity in the second quarter worth about $306,000. Kemnay Advisory Services Inc. acquired a new position in HealthEquity during the 4th quarter valued at about $94,000. Johnson Investment Counsel Inc. acquired a new position in HealthEquity during the 4th quarter valued at about $212,000. Smartleaf Asset Management LLC boosted its stake in shares of HealthEquity by 51.9% in the 4th quarter. Smartleaf Asset Management LLC now owns 793 shares of the company’s stock valued at $73,000 after purchasing an additional 271 shares during the last quarter. Finally, Parallel Advisors LLC grew its position in shares of HealthEquity by 14.3% during the 4th quarter. Parallel Advisors LLC now owns 1,387 shares of the company’s stock worth $127,000 after buying an additional 173 shares during the period. Institutional investors and hedge funds own 99.55% of the company’s stock.

About HealthEquity

HealthEquity, Inc (NASDAQ: HQY) is a leading administrator of consumer-directed health accounts and related benefit solutions in the United States. Founded in 2002 and headquartered in Draper, Utah, the company specializes in health savings accounts (HSAs) and offers complementary services such as flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), COBRA administration and commuter benefits. Through its technology-driven platform, HealthEquity enables employers, health plans and individuals to streamline account management, improve cost transparency and encourage more informed healthcare spending.

Serving millions of members across all 50 states, HealthEquity leverages an open-architecture ecosystem that integrates with health plans, payroll providers and financial institutions.