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HealthEquity Inc

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. It offers health savings accounts (HSA), an investment platform, and online-only automated investment advisory services through Advisor, a web-based tool. The company also provides flexible spending accounts (FSA) 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. In addition, it offers HSA and FSA members access to certain healthcare products, programs, and services through its marketplace. It serves clients through a direct sales force and through brokers and advisors, 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.

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United States
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HealthEquity Appoints Moody's CFO Noémie Heuland to Board

HealthEquity, Inc. announced that Noémie Heuland, Chief Financial Officer of Moody's Corporation, has been elected to its board of directors effective Sept. 24, 2026. Heuland will also serve on the Board's Audit and Risk Committee and Cybersecurity and Technology Committee. Her appointment expands the Board to 11 directors, nine of whom are independent. Heuland has served as CFO of Moody's since April 2024, and previously was CFO at Dayforce, Inc. from October 2020 to February 2024, after 12 years in finance leadership roles at SAP. HealthEquity, the largest independent health savings account custodian by account volume, administers HSAs and other consumer-directed benefits for nearly 18 million accounts.
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HQY · · Neutral HealthEquity appoints Noémie Heuland to its board; a governance/board change with no clear financial driver.
MCO · · Neutral Moody's CFO Noémie Heuland is named to HealthEquity's board; Moody's itself is only referenced as her employer.
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United States
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HealthEquity Accelerates Growth, Raises Fiscal 2027 Guidance

HealthEquity posted second-quarter fiscal 2027 results on August 27, with revenue growth accelerating to 8% year over year from 7% in the first half, and adjusted EBITDA rising 11% to $167 million, a record 48% margin. The company raised its full-year guidance to $1.411 billion to $1.421 billion in revenue and $628 million to $636 million in adjusted EBITDA. New HSAs from sales jumped 24% to 202,000, total HSA assets reached $37.9 billion, and invested assets climbed 28% to $20.6 billion. CFO James Lucania acknowledged "absolutely headline price erosion" pressuring service revenue, which still grew 6% to $124.4 million, while GAAP net income of $65.6 million, or $0.78 per diluted share, trailed non-GAAP results of $103.8 million and $1.24 per share. The company returned $108.1 million to shareholders through buybacks during the quarter.
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HQY · Capital · Positive Raised fiscal 2027 guidance and reported record EBITDA margin, with strong HSA sales growth and buybacks.
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Insider Monkey·35dRead more →
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HealthEquity Q2 Earnings Preview: EPS and Revenue Estimates

HealthEquity is scheduled to announce its Q2 earnings results on Thursday, August 27th, before market open. The consensus EPS estimate is $1.19, up 10.2% year-over-year, and the consensus revenue estimate is $349.23 million, up 7.2% year-over-year. Over the last two years, the company has beaten EPS estimates 88% of the time and revenue estimates 100% of the time. In the past three months, EPS estimates have seen six upward and six downward revisions, while revenue estimates have seen eight upward and five downward revisions.
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HQY · Capital · Neutral Earnings preview with estimates and revisions, no actual results yet.
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Seeking Alpha·41dRead more →
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HealthEquity Gains on HSA Growth and AI Efficiency, but Cyber Risk Lingers

HealthEquity is benefiting from strong Health Savings Account expansion and AI-driven efficiency gains, though data security threats remain a concern. As of April 30, 2026, total HSAs reached 10.6 million, up 8% year over year, while HSAs with investments rose 18% to 909,000. Total HSA assets climbed 19% to $37.1 billion, comprising $17.5 billion in cash and $19.6 billion in investments. In the first quarter of fiscal 2027, AI tools reduced manual email handling by 25% and cut manual efforts in targeted workflows by more than 90%. The company faces a consolidated putative class action and regulatory inquiries tied to a fiscal 2025 cybersecurity incident, with potential losses not yet estimable.
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HQY · Demand · Positive Strong HSA growth (accounts up 8%, assets up 19%) indicates rising demand for HealthEquity's services.
HQY · Technology · Positive AI tools reduced manual email handling by 25% and cut manual efforts in targeted workflows by over 90%, improving efficiency.
HQY · Regulation · Negative Company faces a class action and regulatory inquiries from a fiscal 2025 cybersecurity incident, with potential losses not yet estimable.
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