HealthEquity

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

• Revenue over the four quarters to July 31, 2026: $1.36 billion, up 7.1% from a year earlier.SEC EDGAR filings (XBRL)
• Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 31, 2026: $0.49 billion, up 32% from a year earlier.SEC EDGAR filings (XBRL)
• Capital expenditure over the four quarters to July 31, 2026: $0.00 billion.SEC EDGAR filings (XBRL)
• Share buybacks in the fiscal year to January 31, 2026: $0.30 billion.SEC EDGAR filings (10-K)
• Latest earnings call or results release (August 27, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
• Guidance in the last 90 days: 2 outlook figures raised, 0 lowered, 4 held.Guidance Ledger (8-K results releases)
• Latest annual report (filed March 17, 2026): 1 risk factor added, 1 removed.Risk Factor Changes (10-K Item 1A)
• Insiders were net sellers in Q3 2026: $1.3 million on the open market.SEC Form 4
• 499 institutional managers reported a position at June 30, 2026 (+12 on the quarter before).SEC Form 13F
• H-1B filings certified in Q2 2026: 1 (3 a year earlier).U.S. Department of Labor (OFLC)

Company Posture covers S&P 500 companies.

No bond term sheets or tagged debt on file for HealthEquity yet.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

In the news

Headlines that name HealthEquity, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.

30 days

1 headlines

0% positive · 0% negative

90 days

1 headlines

0% positive · 0% negative

• Neutral
  HealthEquity: AI Cash Fears Create A 'Buy' Opportunity (NASDAQ:HQY)

  seekingalpha.com · via Marketaux · Oct 2, 2026

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

1. Oct 19, 2026Lobbying
   Lobbying report (GROOM LAW GROUP, CHARTERED)third_quarter 2026 · $0.0 million
2. Oct 19, 2026Lobbying
   Lobbying report (HEALTHEQUITY, INC.)third_quarter 2026 · $0.4 million
3. Oct 19, 2026Lobbying
   Lobbying report (BOCKORNY GROUP, INC.)third_quarter 2026 · $0.1 million
4. Oct 9, 20268-K
   Director or officer changeItem 5.02
5. Sep 30, 20268-K
   Director or officer changeItem 5.02
6. Jul 20, 2026Lobbying
   Lobbying report (HEALTHEQUITY, INC.)second_quarter 2026 · $0.7 million
7. Jul 20, 2026Lobbying
   Lobbying report (BOCKORNY GROUP, INC.)second_quarter 2026 · $0.1 million
8. Jul 17, 2026Lobbying
   Lobbying report (GROOM LAW GROUP, CHARTERED)second_quarter 2026 · $0.0 million
9. Jun 26, 20268-K
   Shareholder vote resultsItem 5.07
10. May 8, 20268-K
    Director or officer changeItem 5.02
11. Apr 21, 2026Lobbying
    Lobbying report (GROOM LAW GROUP, CHARTERED)first_quarter 2026 · $0.0 million
12. Apr 20, 2026Lobbying
    Lobbying report (HEALTHEQUITY, INC.)first_quarter 2026 · $0.7 million
13. Apr 6, 20268-K
    Director or officer changeItem 5.02
14. Mar 30, 20268-K
    Director or officer changeItem 5.02
15. Mar 17, 202610-K
    Annual report (10-K)1 risk factors added, 1 removed
16. Mar 2, 2026Trademark
    Trademark application: HEALTHEQUITY SIMPLYINVEST
17. Mar 2, 2026Trademark
    Trademark application: HEALTHEQUITY INVESTOR CHOICE
18. Jun 27, 20258-K
    Shareholder vote resultsItem 5.07
19. Apr 28, 20258-K
    Director or officer changeItem 5.02
20. Mar 18, 202510-K
    Annual report (10-K)3 risk factors added, 0 removed
21. Nov 29, 20248-K
    Material agreement signedItem 1.01
22. Nov 12, 20248-K
    Director or officer changeItem 5.02
23. Mar 22, 202410-K
    Annual report (10-K)3 risk factors added, 12 removed

Peers

Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

Identity

SEC CIK

1428336

LEI

529900LRJU1RAFQHM467