Stock HQY HEALTHEQUITY, INC.
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Company HealthEquity, Inc.

Equities

HQY

US42226A1079

Software

Market Closed - Nasdaq
Other stock markets
 04:00:00 2024-04-25 pm EDT 		5-day change 1st Jan Change
79.04 USD -0.20% Intraday chart for HealthEquity, Inc. -1.01% +19.22%
Apr. 04 JMP Securities Initiates Coverage on HealthEquity With Market Outperform Rating, $101 Price Target MT
Apr. 02 JPMorgan Adjusts Price Target on HealthEquity to $108 From $86, Maintains Overweight Rating MT

Business Summary

HealthEquity, Inc. is engaged in providing technology-enabled services that help consumers make healthcare savings and spending decisions. The Company uses its technology to manage consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and to administer Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It offers a mutual fund investment platform and access to an online-only automated investment advisory service to all its members. It offers multiple cloud-based platforms, accessed by its members online via a desktop or mobile device, through which individuals can make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings and make investment choices.

Number of employees: 3,138

Sales per Business

USD in Million2023Weight2024Weight Delta
Service
45.6 %
430 49.9 % 456 45.6 % +5.93%
Custodial
38.7 %
283 32.9 % 387 38.7 % +36.55%
Interchange
15.7 %
148 17.2 % 157 15.7 % +5.97%

Sales per region

USD in Million2023Weight2024Weight Delta
United States
100.0 %
862 100.0 % 1,000 100.0 % +16.00%

Managers

Managers TitleAgeSince
Stephen Neeleman FOU
 Founder 56 02-09-17
Jon Kessler CEO
 Chief Executive Officer 56 09-03-18
James Lucania DFI
 Director of Finance/CFO 45 23-07-30
Elimelech Rosner CTO
 Chief Tech/Sci/R&D Officer 67 22-02-28
Angelique Hill COO
 Chief Operating Officer 56 18-04-12
Richard E Putnam IRC
 Investor Relations Contact - 16-05-31
Cheryl King HRO
 Human Resources Officer - -
Tia Padia SAM
 Sales & Marketing - -
Delano Ladd LAW
 General Counsel 43 16-08-31
Brad Bennion PRN
 Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Paul Black BRD
 Director/Board Member 66 22-08-31
Robert Selander CHM
 Chairman 73 15-09-29
Adrian Dillon BRD
 Director/Board Member 70 16-08-31
Jon Kessler CEO
 Chief Executive Officer 56 09-03-18
Frank Corvino BRD
 Director/Board Member 75 14-06-30
Evelyn Dilsaver BRD
 Director/Board Member 68 14-07-31
Stephen Neeleman FOU
 Founder 56 02-09-17
Stuart Parker BRD
 Director/Board Member 52 20-12-03
Debra McCowan BRD
 Director/Board Member 52 18-03-31
Gayle Wellborn BRD
 Director/Board Member 63 17-07-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 86,158,631 84,245,448 ( 97.78 %) 0 97.78 %

Shareholders

NameEquities%Valuation
BlackRock Advisors LLC
11.73 %
10,106,653 11.73 % 825 M $
Vanguard Fiduciary Trust Co.
10.00 %
8,619,499 10.00 % 704 M $
Wasatch Advisors, Inc.
8.599 %
7,409,080 8.599 % 605 M $
Fidelity Management & Research Co. LLC
6.050 %
5,213,015 6.050 % 426 M $
STATE STREET CORPORATION
3.431 %
2,956,410 3.431 % 241 M $
ClearBridge Investments LLC
2.736 %
2,357,572 2.736 % 192 M $
JPMorgan Investment Management, Inc.
2.422 %
2,086,715 2.422 % 170 M $
Janus Henderson Investors US LLC
2.274 %
1,959,002 2.274 % 160 M $
Geode Capital Management LLC
2.197 %
1,892,924 2.197 % 155 M $
Brown Investment Advisory & Trust Co.
2.166 %
1,866,489 2.166 % 152 M $

Company contact information

HealthEquity, Inc.

15 West Scenic Pointe Drive Suite 100

84020, Draper

+801 727 1000

http://www.healthequity.com
address HealthEquity, Inc.(HQY)

Sector

Technology
Software & IT Services
Software & IT Services
Software
Other Software

Sales per Business

Ratings for HealthEquity, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
B+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
14
Last Close Price
79.04 USD
Average target price
98.01 USD
Spread / Average Target
+24.01%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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