HealthEquity (HQY) Expected to Release Earnings on Thursday

HealthEquity (NASDAQ:HQY) is expected to issue its Q2 2027 results after the market closes on Thursday, August 27th. Analysts expect HealthEquity 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. Parties can check the company’s upcoming Q2 2027 earning report for the latest details on the call scheduled for Thursday, August 27, 2026 at 8:30 AM ET.

HealthEquity (NASDAQ:HQY) last announced its quarterly earnings data on Thursday, May 28th. The company reported $1.24 EPS for the quarter, topping analysts’ consensus estimates 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 return on equity of 14.75% and a net margin of 17.25%.The firm’s revenue 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 Price Performance

Shares of HQY opened at $105.39 on Wednesday. The company has a market capitalization of $8.81 billion, a price-to-earnings ratio of 39.47, a P/E/G ratio of 1.77 and a beta of 0.21. HealthEquity has a fifty-two week low of $72.76 and a fifty-two week high of $107.62. The company has a debt-to-equity ratio of 0.46, a current ratio of 3.44 and a quick ratio of 3.44. The business’s 50-day moving average is $97.41 and its 200-day moving average is $87.53.

Insider Buying and Selling

In related news, Director Gayle Furgurson Wellborn sold 2,439 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $90.00, for a total transaction of $219,510.00. Following the transaction, the director owned 19,733 shares of the company’s stock, valued at approximately $1,775,970. This trade represents a 11.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through 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 HealthEquity stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $90.00, for a total transaction of $675,000.00. Following the completion of the sale, the executive vice president owned 91,141 shares of the company’s stock, valued at $8,202,690. This trade represents a 7.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 17,905 shares of company stock worth $1,651,280. Insiders own 1.60% of the company’s stock.

Hedge Funds Weigh In On HealthEquity

Institutional investors have recently bought and sold shares of the stock. AQR Capital Management LLC boosted its stake in shares of HealthEquity by 148.5% during the 2nd quarter. AQR Capital Management LLC now owns 1,107,448 shares of the company’s stock worth $116,016,000 after acquiring an additional 661,795 shares in the last quarter. Millennium Management LLC raised its stake in shares of HealthEquity by 151.5% in the 4th quarter. Millennium Management LLC now owns 951,563 shares of the company’s stock valued at $87,173,000 after acquiring an additional 573,283 shares in the last quarter. Cadian Capital Management LP bought a new position in shares of HealthEquity in the 4th quarter valued at approximately $51,915,000. Wasatch Advisors LP lifted its holdings in HealthEquity by 4.5% in the 4th quarter. Wasatch Advisors LP now owns 6,589,646 shares of the company’s stock worth $603,677,000 after purchasing an additional 281,971 shares during the last quarter. Finally, Balyasny Asset Management L.P. acquired a new stake in HealthEquity in the 4th quarter worth approximately $25,800,000. 99.55% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently commented on HQY. Citigroup reaffirmed a “market outperform” rating on shares of HealthEquity in a research report on Monday, June 1st. Citizens Jmp lifted their target price on shares of HealthEquity from $110.00 to $111.00 and gave the company a “market outperform” rating in a research note on Monday, June 1st. KeyCorp restated an “overweight” rating on shares of HealthEquity in a report on Tuesday, May 26th. Wells Fargo & Company set a $111.00 price target on shares of HealthEquity in a research note on Monday, June 1st. Finally, BTIG Research increased their price objective on HealthEquity from $110.00 to $115.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Eleven investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, HealthEquity has an average rating of “Moderate Buy” and a consensus target price of $110.93.

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.