HealthEquity (HQY) Expected to Announce Earnings on Thursday

Key Points

• HealthEquity is expected to report Q2 fiscal 2027 results after Thursday’s market close. Analysts forecast earnings of $1.19 per share on revenue of approximately $349.2 million; the company’s full-year EPS guidance is $2.88–$2.95.
• The company exceeded expectations in its latest quarter, reporting $1.24 EPS versus the $1.11 consensus and $354.6 million in revenue, up 7.2% year over year.
• Analyst sentiment remains favorable: HealthEquity has a “Moderate Buy” consensus rating and an average price target of $110.93, while shares recently traded at $103.95 near their 12-month high.

HealthEquity (NASDAQ:HQY - Get Free Report) is expected to announce 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. Investors are encouraged to explore 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 - Get Free Report) last announced its quarterly earnings results on Thursday, May 28th. The company reported $1.24 earnings per share for the quarter, topping analysts' consensus estimates of $1.11 by $0.13. HealthEquity had a return on equity of 14.75% and a net margin of 17.25%.The firm had revenue of $354.64 million for the quarter, compared to the consensus estimate of $352.02 million. The business's revenue for the quarter was up 7.2% on a year-over-year basis. On average, analysts expect HealthEquity to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

HealthEquity Stock Performance

Shares of NASDAQ HQY opened at $103.95 on Thursday. The stock has a 50 day moving average of $96.00 and a 200-day moving average of $86.94. HealthEquity has a 12 month low of $72.76 and a 12 month high of $107.62. The company has a market capitalization of $8.69 billion, a P/E ratio of 38.93, a P/E/G ratio of 1.73 and a beta of 0.21. The company has a current ratio of 3.44, a quick ratio of 3.44 and a debt-to-equity ratio of 0.46.

Insider Buying and Selling

In other HealthEquity news, EVP Delano Ladd sold 7,500 shares of HealthEquity stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $90.00, for a total value of $675,000.00. Following the completion of the sale, the executive vice president owned 91,141 shares in the company, valued at $8,202,690. The trade was a 7.60% decrease in their position. The sale was disclosed in a document filed 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, Director Gayle Furgurson Wellborn sold 2,439 shares of the firm's stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $90.00, for a total transaction of $219,510.00. Following the transaction, the director directly owned 19,733 shares in the company, valued at $1,775,970. This represents a 11.00% 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 three months, insiders have sold 17,905 shares of company stock valued at $1,651,280. 1.60% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the stock. Wasatch Advisors LP lifted its position in HealthEquity by 4.5% during the fourth 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 period. AQR Capital Management LLC increased its holdings in HealthEquity by 59.3% in the 3rd quarter. AQR Capital Management LLC now owns 1,764,268 shares of the company's stock valued at $167,200,000 after buying an additional 656,820 shares during the period. Dimensional Fund Advisors LP increased its holdings in HealthEquity by 1.5% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,581,752 shares of the company's stock valued at $144,911,000 after buying an additional 22,744 shares during the period. Morgan Stanley increased its holdings in HealthEquity by 14.1% in the 4th quarter. Morgan Stanley now owns 1,486,057 shares of the company's stock valued at $136,138,000 after buying an additional 183,645 shares during the period. Finally, Geneva Capital Management LLC raised its position in shares of HealthEquity by 1.9% in the 4th quarter. Geneva Capital Management LLC now owns 1,118,576 shares of the company's stock valued at $102,473,000 after buying an additional 20,969 shares in the last quarter. Institutional investors own 99.55% of the company's stock.

Analysts Set New Price Targets

A number of analysts have recently issued reports on HQY shares. Barrington Research restated an "outperform" rating and set a $110.00 target price on shares of HealthEquity in a research note on Friday, May 22nd. Royal Bank Of Canada upped their target price on HealthEquity from $100.00 to $108.00 and gave the company an "outperform" rating in a research report on Wednesday, June 3rd. Weiss Ratings upgraded HealthEquity from a "hold (c)" rating to a "hold (c+)" rating in a research note on Friday, June 5th. BTIG Research lifted their price target on HealthEquity from $110.00 to $115.00 and gave the stock a "buy" rating in a report on Friday, July 24th. Finally, Wall Street Zen downgraded HealthEquity from a "buy" rating to a "hold" rating in a research note on Saturday, August 8th. Eleven equities research 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. According to data from MarketBeat, HealthEquity presently has a consensus rating of "Moderate Buy" and an average price target of $110.93.

HealthEquity Company Profile

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.

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