Price Chart

DATE TIME TYPE PERIOD REPORTED
EPS
ESTIMATED
EPS
SURPRISE
12/06/2022 16:30 EST Earnings Call Q3 2023 -- -- --
12/06/2022 -- Results Q3 2023 -- 0.34 --
09/06/2022 16:30 EST Earnings Call Q2 2023 -- -- --
09/06/2022 -- Results Q2 2023 0.33 0.33 -0.05%
06/06/2022 16:30 EST Earnings Call Q1 2023 -- -- --
06/06/2022 -- Results Q1 2023 0.27 0.26 3.85%
03/22/2022 16:30 EST Earnings Call Q4 2022 -- -- --
03/22/2022 -- Results Q4 2022 0.20 0.21 -6.79%
*Estimated Date/Time

Earnings

Next Report Date 12/06/2022
EPS Estimate Upgrade
Last Actual EPS Upgrade

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Last Report Date 09/06/2022
Beat/Miss Upgrade
Return Since -1.47%
Last FQE 07/31/2022
Next FQE 10/31/2022

Profile

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HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. Its technology allows customers to see their tax-advantaged healthcare savings, compare treatment options and pricing, pay healthcare bills, receive benefit information, and earn wellness incentives. The firm primarily partners with health plans and employers and serves as the custodian of its customers' health savings accounts (HSAs). HealthEquity also engages in reimbursement arrangements and offers healthcare incentives to its members. In addition, the company provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States.
URL https://www.healthequity.com
Investor Relations URL https://ir.healthequity.com/
HQ State/Province Utah
Sector Healthcare
Industry Health Information Services
Equity Style Mid Cap/Growth
Next Earnings Release Dec. 06, 2022
Last Earnings Release Sep. 06, 2022
Next Ex-Dividend Date N/A
Last Ex-Dividend Date N/A

Dividends

Dividend Per Share (TTM) --
2017
2018
2019
2020
2021
No data available
 
6.00%
4.00%
2.00%
 
Yield to Market 0.00
Yield to Sector 0.00
Yield to Industry 0.00
Last Dividend Amt. --
Dividend Frequency --
Last Ex-Dividend Date --
Yield (TTM) 0.00%
Forward Yield --
Payout Ratio 0.00%
Cash Payout Ratio 0.00%
Consistent Payer (5Y) No
Consistent Growth (5Y) No

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Total Returns Comparison

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Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
-1.49%
61.63%
15.15%
27.84%
24.17%
-5.89%
-36.54%
41.30%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-14.29%
-25.37%
13.86%
-7.54%
8.59%
12.63%
-19.71%
20.70%
-4.78%
--
--
--
--
--
--
-39.40%
-67.98%
-35.29%
-58.18%
-2.17%
-33.33%
266.7%
-19.85%
-55.39%
-73.31%
52.72%
-0.40%
69.50%
25.25%
47.44%
148.6%
-33.94%
-12.39%
As of November 25, 2022.

Profile

Edit
HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. Its technology allows customers to see their tax-advantaged healthcare savings, compare treatment options and pricing, pay healthcare bills, receive benefit information, and earn wellness incentives. The firm primarily partners with health plans and employers and serves as the custodian of its customers' health savings accounts (HSAs). HealthEquity also engages in reimbursement arrangements and offers healthcare incentives to its members. In addition, the company provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States.
URL https://www.healthequity.com
Investor Relations URL https://ir.healthequity.com/
HQ State/Province Utah
Sector Healthcare
Industry Health Information Services
Equity Style Mid Cap/Growth
Next Earnings Release Dec. 06, 2022
Last Earnings Release Sep. 06, 2022
Next Ex-Dividend Date N/A
Last Ex-Dividend Date N/A

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Top Fund Holders

Symbol Dollars Invested % Weight
MAX8629 131.00M USD 3.78%
WAAEX 65.37M USD 3.29%
WIGRX 84.54M USD 3.21%
AOFCX 91.03M USD 2.88%
MFC8653 112.97M USD 2.76%
TMFM 5.232M USD 2.63%
FINX 7.283M USD 1.63%
FPX 14.04M USD 1.57%
JSEQX 68.83M USD 1.30%
IHF 15.84M USD 0.97%
IWO 40.79M USD 0.42%
VTWO 15.98M USD 0.26%

Top Portfolio Holders

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