Reasons to Hold HealthEquity Stock in Your Portfolio for Now
HQY's growth is driven by rising HSA assets and AI-led efficiencies, while cybersecurity risks remain a key concern.
HQY's growth is driven by rising HSA assets and AI-led efficiencies, while cybersecurity risks remain a key concern.
HealthEquity's 15.7% three-month rally is backed by rising HSA scale, stronger margins and higher guidance, though key risks remain.
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HealthEquity posted significant sales and earnings beats with its fiscal Q2 report. The company issued a small increase for its full-year guidance, but management kept its forecast for adjusted earnings per share the same.
Canada Pension Plan Investment Board purchased a new stake in HealthEquity, Inc. (NASDAQ: HQY) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 135,600 shares of the company's stock, valued at approximately $12,247,000. Canada Pension Plan Investment Board owned 0.16% of
HealthEquity (NASDAQ: HQY) reported accelerated revenue growth and record profitability in its fiscal 2027 second quarter, citing HSA account expansion, higher member engagement and technology-driven service efficiencies. The company raised its full-year outlook after generating record adjusted EBITDA margin of 48%. "Q1 demonstrated that the model is scaling, and Q2 showed that the model is becoming
HealthEquity, Inc. (HQY) Q2 2027 Earnings Call Transcript
HealthEquity NASDAQ: HQY reported accelerated revenue growth and record profitability in its fiscal 2027 second quarter, citing HSA account expansion, higher member engagement and technology-driven service efficiencies. The company raised its full-year outlook after generating record adjusted EBITDA margin of 48%.
While the top- and bottom-line numbers for HealthEquity (HQY) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
HealthEquity (HQY) came out with quarterly earnings of $1.24 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.08 per share a year ago.
Highlights of the second quarter include: Net income increased 10% to $65.6 million, and net income margin increased to 19% from 18% last year. Adjusted EBITDA increased 11% to $167.0 million, and Adjusted EBITDA margin increased to 48% from 46% last year.
Bamco Inc. NY bought a new position in HealthEquity, Inc. (NASDAQ: HQY) during the second quarter, according to its most recent disclosure with the SEC. The firm bought 750,394 shares of the company's stock, valued at approximately $67,776,000. Bamco Inc. NY owned 0.90% of HealthEquity as of its most recent filing with the
Beyond analysts' top-and-bottom-line estimates for HealthEquity (HQY), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2026.
Handelsbanken Fonder AB boosted its position in shares of HealthEquity, Inc. (NASDAQ: HQY) by 20.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,316 shares of the company's stock after purchasing an additional 6,100 shares during the
Amundi increased its holdings in HealthEquity, Inc. (NASDAQ: HQY) by 2,130.8% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 67,592 shares of the company's stock after acquiring an additional 64,562 shares during the quarter. Amundi owned approximately 0.08% of HealthEquity worth
DRAPER, Utah, Aug. 03, 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 plans to release financial results for its second quarter of fiscal 2027, before the opening of regular stock market trading on Thursday, August 27, 2026. Following the news release, HealthEquity management will host a conference call for investors on Thursday, August 27, 2026, at 8:30 a.m. Eastern Time to review the Company's second quarter results.
HealthEquity (HQY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Castleark Management LLC bought a new position in shares of HealthEquity, Inc. (NASDAQ: HQY) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 48,510 shares of the company's stock, valued at approximately $4,054,000. Castleark Management LLC owned approximately
HealthEquity is the leading HSA and CDB administrator, consistently beating revenue and EPS expectations with strong operational execution. HQY's fiscal 2027 revenue is guided to $1.41–$1.42 billion, with robust HSA asset growth, margin expansion, and accelerating buybacks supporting a Buy rating. Custodial yield remains resilient at 3.84%, supported by rate locks through 2029, while automation and AI investments drive significant cost efficiencies.
Bank of New York Mellon Corp trimmed its position in HealthEquity, Inc. (NASDAQ: HQY) by 3.6% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 599,254 shares of the company's stock after selling 22,625 shares during the quarter. Bank of New York Mellon