HealthEquity will release Q1 fiscal 2026 results on June 3, 2025, followed by an investor conference call.
Quiver AI Summary
HealthEquity, Inc., the largest health savings account custodian in the U.S., announced it will release its financial results for the first quarter of fiscal 2026 on June 3, 2025, after market hours, followed by a conference call with investors at 4:30 p.m. Eastern Time. The company is also participating in several upcoming investor conferences in May and June 2025. HealthEquity administers over 17 million accounts and focuses on empowering healthcare consumers through innovative solutions. The press release includes forward-looking statements about the company’s future expectations, emphasizing potential risks and uncertainties that could affect actual outcomes.
Potential Positives
- HealthEquity, the largest HSA custodian in the nation, is set to release its first quarter fiscal 2026 financial results, showcasing transparency and inviting investor engagement.
- The company is hosting a conference call with management on June 3, 2025, to discuss financial results, indicating an active approach to investor relations.
- HealthEquity is actively participating in multiple prominent investor conferences, enhancing its visibility and potential investor interest in the market.
Potential Negatives
- The press release highlights several risks, including competition from larger companies, cyber security issues, and reliance on third-party vendors, which may raise concerns about the company's stability and performance.
- The mention of a recent CEO transition could indicate potential instability or changes in leadership direction, which may unsettle investors.
- The company warns of increased fraudulent account activity, which can undermine investor confidence and affect financial performance.
FAQ
When will HealthEquity announce its Q1 fiscal 2026 results?
HealthEquity will release its first quarter fiscal 2026 financial results on June 3, 2025.
What time is the HealthEquity conference call?
The conference call will be held at 4:30 p.m. Eastern Time on June 3, 2025.
How can I access the HealthEquity conference call?
Dial 1-833-630-1956 for US/Canada or 1-412-317-1837 for international access to join the call.
Where can I find a replay of the conference call?
A replay will be available on HealthEquity’s website at ir.healthequity.com after the call.
What investor conferences will HealthEquity participate in?
HealthEquity will present at the BofA, RBC, and Goldman Sachs healthcare conferences in May and June 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 ROBERT BRESNAHAN sold up to $15,000 on 01/13.
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 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $HQY stock by insiders over the last 6 months:
- STUART B. PARKER has made 0 purchases and 2 sales selling 25,000 shares for an estimated $2,417,900.
- ROBERT W SELANDER has made 0 purchases and 7 sales selling 19,750 shares for an estimated $1,924,299.
- MICHAEL HENRY FIORE (EVP, CHIEF COMMERCIAL OFFICER) sold 8,881 shares for an estimated $695,045
- DEBRA CHARLOTTE MCCOWAN sold 5,000 shares for an estimated $477,800
- ELIMELECH ROSNER (EVP, CHIEF TECHNOLOGY OFFICER) sold 2,869 shares for an estimated $278,635
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$HQY Hedge Fund Activity
We have seen 252 institutional investors add shares of $HQY stock to their portfolio, and 195 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
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 814,034 shares (+inf%) to their portfolio in Q4 2024, for an estimated $78,106,562
- WESTFIELD CAPITAL MANAGEMENT CO LP added 563,389 shares (+inf%) to their portfolio in Q1 2025, for an estimated $49,786,685
- MILLENNIUM MANAGEMENT LLC added 554,093 shares (+58.5%) to their portfolio in Q4 2024, for an estimated $53,165,223
- PREMIER FUND MANAGERS LTD added 398,916 shares (+3601.6%) to their portfolio in Q1 2025, for an estimated $35,252,206
- IRON TRIANGLE PARTNERS LP added 335,614 shares (+inf%) to their portfolio in Q4 2024, for an estimated $32,202,163
- CLEARBRIDGE INVESTMENTS, LLC removed 328,366 shares (-13.7%) from their portfolio in Q4 2024, for an estimated $31,506,717
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 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Strong Buy" rating on 03/25/2025
- JMP Securities issued a "Outperform" rating on 12/10/2024
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 2 analysts offer price targets for $HQY in the last 6 months, with a median target of $113.5.
Here are some recent targets:
- Strong Buy from Raymond James set a target price of $115.0 on 03/25/2025
- Alexander Paris from Barrington set a target price of $112.0 on 12/10/2024
Full Release
DRAPER, Utah, May 09, 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 first quarter of fiscal 2026 financial results following the close of regular stock market trading hours on Tuesday, June 3, 2025. Following the news release, HealthEquity management plans to host a conference call for investors on Tuesday, June 3, 2025, at 4:30 p.m. Eastern Time during which management will review the Company’s first quarter results.
HealthEquity First Quarter Fiscal Year 2026 Results Conference Call
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Date: | June 3, 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:
BofA Securities 2025 Health Care Conference | |
Location: | Encore Las Vegas |
Date: | May 14, 2025 |
Time: | 1:40 p.m. Pacific Time |
Webcast: | none |
2025 RBC Global Healthcare Conference | |
Location: | InterContinental New York Barclay |
Date: | May 20, 2025 |
Time: | 8:30 a.m. Eastern Time |
Webcast: | none |
Goldman Sachs 46 th Annual Global Healthcare Conference 2025 | |
Location: | Loews Miami Beach Hotel |
Date: | June 9, 2025 |
Time: | 1:20 p.m. Eastern Time |
Webcast: | none |
2025 RBC Financial Technology Conference | |
Location: | Lotte NY Palace Hotel |
Date: | June 10, 2025 |
Time: | 3:20 p.m. Eastern Time |
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
.
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]