HealthEquity will announce Q2 fiscal 2026 results on September 2, 2025, followed by a conference call for investors.
Quiver AI Summary
HealthEquity, Inc., the largest custodian of health savings accounts in the U.S., announced that it will release its financial results for the second quarter of fiscal 2026 on September 2, 2025, after market close. Following the release, company management will hold a conference call at 4:30 p.m. Eastern Time to discuss the results, with a replay available on their website. Additionally, HealthEquity will participate in several upcoming investor conferences, including the Wells Fargo 2025 Healthcare Conference on September 3 and the Jefferies 2025 Fintech Conference on September 4. The company, which manages over 17 million accounts, focuses on empowering healthcare consumers and improving health outcomes.
Potential Positives
- HealthEquity is scheduled to release its second-quarter fiscal 2026 financial results, highlighting the company's commitment to transparency and accountability to its investors.
- The planned conference call will provide an opportunity for management to directly engage with investors, enhancing investor relations and communication.
- HealthEquity is actively participating in multiple investor conferences, which may increase its visibility and attract potential investors.
- The company has a robust client base, administering HSAs and other benefits for over 17 million accounts, showcasing its market leadership and operational scale.
Potential Negatives
- Presence of significant risks and uncertainties highlighted, including dependency on tax-advantaged HSAs, competition, cybersecurity breaches, and regulatory changes, which may negatively impact investor confidence.
- Recent CEO transition mentioned, potentially signaling instability in leadership and direction.
- Forward-looking statements include no assurance that expectations will prove correct, raising concerns about the reliability of the company's projections and strategies.
FAQ
When will HealthEquity release its Q2 fiscal 2026 results?
HealthEquity plans to release its second quarter fiscal 2026 financial results on September 2, 2025.
What time is the conference call for Q2 results?
The conference call will be held at 4:30 p.m. Eastern Time on September 2, 2025.
How can I access the conference call?
You can join the call by dialing 1-833-630-1956 for US and Canada or 1-412-317-1837 for international calls.
Where can I find the replay of the conference call?
A replay of the conference call will be available on HealthEquity's website at ir.healthequity.com.
What investor conferences will HealthEquity participate in?
HealthEquity will attend several conferences, including Wells Fargo and Jefferies Fintech Conference, from September 3 to September 10, 2025.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$HQY Congressional Stock Trading
Members of Congress have traded $HQY stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $HQY stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$HQY Insider Trading Activity
$HQY insiders have traded $HQY stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $HQY stock by insiders over the last 6 months:
- JON KESSLER has made 0 purchases and 9 sales selling 231,950 shares for an estimated $25,992,976.
- ELIMELECH ROSNER (EVP, CHIEF TECHNOLOGY OFFICER) has made 0 purchases and 2 sales selling 71,000 shares for an estimated $7,976,299.
- ROBERT W SELANDER has made 0 purchases and 5 sales selling 11,500 shares for an estimated $1,086,439.
- MICHAEL HENRY FIORE (EVP, CHIEF COMMERCIAL OFFICER) has made 0 purchases and 3 sales selling 10,675 shares for an estimated $877,544.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$HQY Hedge Fund Activity
We have seen 256 institutional investors add shares of $HQY stock to their portfolio, and 211 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WEALTHFRONT ADVISERS LLC removed 107,390,188 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $9,490,070,913
- CIBC PRIVATE WEALTH GROUP LLC added 914,461 shares (+1432.1%) to their portfolio in Q1 2025, for an estimated $80,810,918
- MILLENNIUM MANAGEMENT LLC removed 912,700 shares (-60.8%) from their portfolio in Q1 2025, for an estimated $80,655,299
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. removed 835,413 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $87,517,865
- INVESCO LTD. added 821,425 shares (+50.6%) to their portfolio in Q1 2025, for an estimated $72,589,327
- MORGAN STANLEY added 610,647 shares (+76.7%) to their portfolio in Q1 2025, for an estimated $53,962,875
- PRICE T ROWE ASSOCIATES INC /MD/ added 580,988 shares (+995.6%) to their portfolio in Q1 2025, for an estimated $51,341,909
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$HQY Analyst Ratings
Wall Street analysts have issued reports on $HQY in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barrington Research issued a "Outperform" rating on 06/05/2025
- Deutsche Bank issued a "Buy" rating on 06/05/2025
- RBC Capital issued a "Outperform" rating on 06/04/2025
- B of A Securities issued a "Buy" rating on 06/04/2025
- JMP Securities issued a "Market Outperform" rating on 06/04/2025
- Keybanc issued a "Overweight" rating on 04/16/2025
- Raymond James issued a "Strong Buy" rating on 03/25/2025
To track analyst ratings and price targets for $HQY, check out Quiver Quantitative's $HQY forecast page.
$HQY Price Targets
Multiple analysts have issued price targets for $HQY recently. We have seen 9 analysts offer price targets for $HQY in the last 6 months, with a median target of $117.0.
Here are some recent targets:
- C. Gregory Peters from Raymond James set a target price of $120.0 on 07/08/2025
- Alexander Paris from Barrington Research set a target price of $125.0 on 06/05/2025
- George Hill from Deutsche Bank set a target price of $115.0 on 06/05/2025
- David Roman from Goldman Sachs set a target price of $104.0 on 06/04/2025
- Daniel Perlin from RBC Capital set a target price of $117.0 on 06/04/2025
- Allen Lutz from B of A Securities set a target price of $125.0 on 06/04/2025
- Constantine Davides from JMP Securities set a target price of $117.0 on 06/04/2025
Full Release
DRAPER, Utah, Aug. 06, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ: HQY) (“HealthEquity” or the “Company”), the nation’s largest health savings account (“HSA") custodian, today announced plans to release its second quarter of fiscal 2026 financial results following the close of regular stock market trading hours on Tuesday, September 2, 2025. Following the news release, HealthEquity management plans to host a conference call for investors on Tuesday, September 2, 2025, at 4:30 p.m. Eastern Time during which management will review the Company’s financial results.
HealthEquity Second Quarter Fiscal Year 2026 Results Conference Call
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Date: | September 2, 2025 | |
Time: | 4:30 p.m. Eastern Time / 2:30 p.m. Mountain Time | |
Dial-In: | 1-833-630-1956 (US and Canada) 1-412-317-1837 (International) | |
Conference ID: | HealthEquity | |
Webcast: | ir.healthequity.com | |
A replay of the conference call will be made available on the Company’s website at ir.healthequity.com .
The Company also announced that its management team plans to present and meet with investors at the following upcoming investor conferences:
Wells Fargo 2025 Healthcare Conference
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Location: | Encore Boston Harbor Hotel | |
Date: | September 3, 2025 | |
Time: | 8:00 a.m. Eastern Time | |
Webcast: | none |
Jefferies 2025 Fintech Conference
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Location: | The Langham Hotel | |
Date: | September 4, 2025 | |
Time: | 10:40 a.m. Eastern Time | |
Webcast: | none |
Morgan Stanley 23
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Annual Global Healthcare Conference
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Location: | Sheraton New York Times Square | |
Date: | September 8, 2025 | |
Time: | 10:45 a.m. Eastern Time | |
Webcast: | none |
Baird 2025 Global Healthcare Conference
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Location: | Intercontinental Barclay Hotel | |
Date: | September 9, 2025 | |
Time: | 2:00 p.m. Eastern Time | |
Webcast: | none |
Deutsche Bank's 2025 Healthcare Summit | ||
Location: | Deutsche Bank Center | |
Date: | September 10, 2025 | |
Time: | One on One meetings only during the day | |
Webcast: | none | |
About HealthEquity
HealthEquity and its subsidiaries administer HSAs and various other consumer-directed benefits for over 17 million accounts, working in close partnership with employers, benefits advisors, and health and retirement plan providers who share our unwavering commitment to our mission of saving and improving lives by empowering healthcare consumers. Through cutting-edge solutions, innovation, and a relentless focus on improving health outcomes, we empower individuals to take control of their healthcare journey while ultimately enhancing their overall well-being. Learn more about our “Purple” service and approach at
www.healthequity.com
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Forward-looking statements
This press release contains “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding our industry, business strategy, plans, goals and expectations concerning our markets and market position, product expansion, future operations, expenses and other results of operations, revenue, margins, profitability, acquisition synergies, future efficiencies, tax rates, capital expenditures, liquidity and capital resources and other financial and operating information. When used in this discussion, the words “may,” “believes,” “intends,” “seeks,” “aims,” “anticipates,” “plans,” “estimates,” “expects,” “should,” “assumes,” “continues,” “could,” “will,” “future” and the negative of these or similar terms and phrases are intended to identify forward-looking statements in this press release.
Forward-looking statements reflect our current expectations regarding future events, results or outcomes. These expectations may or may not be realized. Although we believe the expectations reflected in the forward-looking statements are reasonable, we can give you no assurance these expectations will prove to be correct. Some of these expectations may be based upon assumptions, data or judgments that prove to be incorrect. Actual events, results and outcomes may differ materially from our expectations due to a variety of known and unknown risks, uncertainties and other factors. Although it is not possible to identify all of these risks and factors, they include, among others, risks related to the following:
- our ability to adequately place and safeguard our custodial assets, or the failure of any of our depository or insurance company partners;
- our ability to compete effectively in a rapidly evolving healthcare and benefits administration industry;
- our dependence on the continued availability and benefits of tax-advantaged HSAs and other CDBs;
- risks relating to our recent CEO transition;
- the impact of increased fraudulent account activity involving our member accounts or our third-party service providers on our reputation and financial results;
- our ability to successfully identify, acquire and integrate additional portfolio purchases or acquisition targets;
- the significant competition we face and may face in the future, including from those with greater resources than us;
- our reliance on the availability and performance of our technology and communications systems;
- recent and potential future cybersecurity breaches of our technology and communications systems and other data interruptions, including resulting costs and liabilities, reputational damage and loss of business;
- the current uncertain healthcare environment, including changes in healthcare programs and expenditures and related regulations;
- potential regulatory changes and changes in the enforcement environment under the new U.S. administration;
- our ability to comply with current and future privacy, healthcare, tax, ERISA, investment adviser and other laws applicable to our business;
- our reliance on partners and third-party vendors for distribution and important services;
- our ability to develop and implement updated features for our technology platforms and communications systems; and
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our reliance on our management team and key team members.
For a detailed discussion of these and other risk factors, please refer to the risks detailed in our filings with the Securities and Exchange Commission, including, without limitation, our Annual Report on Form 10-K for the fiscal year ended January 31, 2025. Past performance is not necessarily indicative of future results. We undertake no intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Forward-looking statements should not be relied upon as representing our views as of any date subsequent to the date of this press release.
Investor Relations Contact:
Richard Putnam
801-727-1000
[email protected]