For the quarter ended January 2025, HealthEquity (HQY) reported revenue of $311.82 million, up 18.8% over the same period last year. EPS came in at $0.69, compared to $0.63 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $305.1 million, representing a surprise of +2.20%. The company delivered an EPS surprise of -2.82%, with the consensus EPS estimate being $0.71.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...

HealthEquity (HQY) came out with quarterly earnings of $0.69 per share, missing the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $0.63 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -2.82%. A quarter ago, it was expected that this provider of services for managing health care accounts would post earnings of $0.71 per share when it actually produced earnings of $0.78, delivering a surprise of 9.86% ...

HealthEquity (HQY) Q4 2025 Earnings Call March 18, 2025 04:30 PM ET Company Participants Richard Putnam - Investor RelationsScott Cutler - President, CEO & DirectorJames Lucania - CFO & Executive VPGlen Santangelo - Managing DirectorC. Gregory Peters - Managing Director - InsuranceAnne Samuel - Executive DirectorDavid Roman - Managing DirectorScott Schoenhaus - Managing DirectorStephen D. Neeleman - Founder & Vice ChairmanDavid Larsen - Managing DirectorSam Hasanov - Equity Research Associate Conference Cal ...

HealthEquity (HQY) Q4 2025 Earnings Call March 18, 2025 04:30 PM ET Company Participants Richard Putnam - Investor RelationsScott Cutler - President, CEO & DirectorJames Lucania - CFO & Executive VPGlen Santangelo - Managing DirectorC. Gregory Peters - Managing Director - InsuranceAnne Samuel - Executive DirectorDavid Roman - Managing DirectorScott Schoenhaus - Managing DirectorStephen D. Neeleman - Founder & Vice ChairmanDavid Larsen - Managing DirectorSam Hasanov - Equity Research Associate Conference Cal ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Exact name of registrant as specified in its charter) Delaware 52-2383166 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification Number) 15 West Scenic Pointe Drive ...

HSA Growth - The total number of HSAs as of January 31, 2025, was 9.9 million, an increase of 14% from 8.7 million as of January 31, 2024[2] - New HSAs from sales year-to-date reached 1,040, an increase of 10% compared to 949 in the previous year[3] - The Company closed fiscal year 2025 with 17.0 million Total Accounts, a 9% increase from 15.7 million as of January 31, 2024[2] - The Company added 616 new HSAs from acquisitions year-to-date, indicating growth through strategic acquisitions[3] HSA Assets and Investments - HSA Assets grew to $32.1 billion as of January 31, 2025, representing a 27% increase from $25.2 billion a year earlier[2] - HSA investments increased by 44% to $14.7 billion as of January 31, 2025, up from $10.2 billion a year earlier[4] - The average daily HSA cash for the year-to-date was $16.2 billion, a 15% increase from $14.1 billion in the previous year[4] Financial Outlook - The Company affirmed its guidance for fiscal years 2025 and 2026, maintaining a positive business outlook[5] - HSA cash expected to reprice in fiscal year 2026 is projected at $2.3 billion with an average annualized yield of 2.5%[4] Upcoming Events - Upcoming events include the fourth quarter and fiscal year 2025 results conference call scheduled for March 18, 2025[6]

Highlights of the fiscal year include: Revenue of $1.20 billion, an increase of 20% compared to $999.6 million in FY24.Net income of $96.7 million, an increase of 74% compared to $55.7 million in FY24, with non-GAAP net income of $277.3 million, an increase of 42% compared to $195.5 million in FY24.Net income per diluted share of $1.09, an increase of 70% compared to $0.64 in FY24, with non-GAAP net income per diluted share of $3.12, an increase of 39% compared to $2.25 in FY24.Adjusted EBITDA of $471.8 mil ...

Core Insights - HealthEquity, the largest Health Savings Account (HSA) administrator in the U.S., launched HealthEquity Assist™, a suite of tools designed to help employers manage healthcare costs and enhance employee engagement [1][5] - The tools aim to address rising healthcare costs, projected to increase by 9% in 2025, and the complexities of navigating benefits [2][3] Product Offerings - HealthEquity Assist includes three main tools: HealthEquity Analyzer™, HealthEquity Navigator™, and HealthEquity Momentum™ [3][10] - HealthEquity Analyzer™ provides employers with near real-time data on inefficiencies and trends, enabling smarter decision-making [10][11] - HealthEquity Navigator™ simplifies healthcare spending decisions for employees by offering guidance on provider selection and cost-saving opportunities [10] - HealthEquity Momentum™ encourages proactive health and expense planning, increasing employee engagement with benefits programs through personalized rewards [10] Market Context - The benefits industry faces challenges related to cost and complexity, impacting both employers and employees [3] - HealthEquity's initiatives are positioned to reshape the future of benefits technology, aiming for a seamless and intuitive experience for members [5][7]

Financial Results - HealthEquity, Inc. is set to release its fourth-quarter financial results on March 18, with expected earnings of 72 cents per share, an increase from 63 cents per share in the previous year [1] - The company projects quarterly revenue of $305.82 million, compared to $262.39 million a year earlier [1] Stock Performance - HealthEquity shares increased by 3.4%, closing at $100.72 [2] Analyst Ratings - Barrington Research analyst Alexander Paris maintained an Outperform rating with a price target of $112 [4] - Raymond James analyst C. Gregory Peters raised the price target from $105 to $120 while maintaining an Outperform rating [4] - Mizuho analyst Steven Valiquette initiated coverage with an Outperform rating and a price target of $126 [4] - B of A Securities analyst Allen Lutz raised the price target from $100 to $120 while maintaining a Buy rating [4] - Deutsche Bank analyst George Hill increased the price target from $102 to $103 while maintaining a Buy rating [4]

Investors with an interest in Medical Services stocks have likely encountered both Pediatrix Medical Group (MD) and HealthEquity (HQY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets companies with p ...