Stock HQY HEALTHEQUITY, INC.
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PDF Report : HealthEquity, Inc.

Company HealthEquity, Inc.

Equities

HQY

US42226A1079

Software

Real-time Estimate Cboe BZX
Other stock markets
 12:42:00 2023-12-06 pm EST 		Intraday chart for HealthEquity, Inc. 5-day change 1st Jan Change
69.56 USD +0.79% +5.82% +13.25%
Dec. 05 HealthEquity's Fiscal Q3 Non-GAAP Earnings, Revenue Rise MT
Dec. 05 Transcript : HealthEquity, Inc., Q3 2024 Earnings Call, Dec 05, 2023 CI

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 : 3,189

Sales per Business

USD in Million2022Weight2023Weight Delta
Service
49.9 %
427 56.4 % 430 49.9 % +0.77%
Custodial
32.9 %
203 26.8 % 283 32.9 % +39.59%
Interchange
17.2 %
127 16.8 % 148 17.2 % +17.04%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
757 100.0 % 862 100.0 % +13.90%

Managers

Managers TitleAgeSince
Stephen Neeleman FOU
 Founder 55 2002
Jon Kessler CEO
 Chief Executive Officer 55 2009
Elimelech Rosner CTO
 Chief Tech/Sci/R&D Officer 66 2022
Angelique Hill COO
 Chief Operating Officer 55 2018
Jody Dietel CMP
 Compliance Officer - 2018
Richard E Putnam IRC
 Investor Relations Contact - 2016
Tia Padia SAM
 Sales & Marketing - -
Delano Ladd LAW
 General Counsel 42 2016
Brad Bennion PRN
 Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Paul Black BRD
 Director/Board Member 65 2022
Robert Selander CHM
 Chairman 72 2015
Adrian Dillon BRD
 Director/Board Member 69 2016
Jon Kessler CEO
 Chief Executive Officer 55 2009
Frank Corvino BRD
 Director/Board Member 74 2014
Evelyn Dilsaver BRD
 Director/Board Member 67 2014
Stephen Neeleman FOU
 Founder 55 2002
Stuart Parker BRD
 Director/Board Member 51 2020
Debra McCowan BRD
 Director/Board Member 51 2018
Gayle Wellborn BRD
 Director/Board Member 62 2017

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 85,627,521 83,895,324 ( 97.98 %) 0 97.98 %

Shareholders

NameEquities%Valuation
The Vanguard Group, Inc.
10.10 %
8,646,276 10.10 % 620 M $
Fidelity Management & Research Co. LLC
6.124 %
5,244,086 6.124 % 376 M $
Wasatch Advisors, Inc.
4.715 %
4,037,224 4.715 % 289 M $
ClearBridge Investments LLC
3.553 %
3,042,228 3.553 % 218 M $
Millennium Management LLC
2.180 %
1,866,649 2.180 % 134 M $
Geode Capital Management LLC
1.995 %
1,708,165 1.995 % 122 M $
JPMorgan Investment Management, Inc.
1.802 %
1,543,206 1.802 % 111 M $
Franklin Advisers, Inc.
1.637 %
1,401,521 1.637 % 100 M $
Mackenzie Financial Corp.
1.228 %
1,051,850 1.228 % 75 M $
Van Berkom & Associates, Inc.
1.217 %
1,042,470 1.217 % 75 M $

Company contact information

HealthEquity, Inc.

32 Loockerman Street Suite 201

19904, Dover

+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
12
Last Close Price
69.02USD
Average target price
85.83USD
Spread / Average Target
+24.36%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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