HealthEquity (NASDAQ:HQY) Issues FY 2027 Earnings Guidance

HealthEquity (NASDAQ:HQY) updated its FY 2027 earnings guidance on Thursday. The company provided EPS guidance of 2.880-2.950 for the period, compared to the consensus EPS estimate of 4.470. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Raymond James Financial set a $100.00 target price on shares of HealthEquity in a report on Tuesday, February 17th. BMO Capital Markets raised HealthEquity from a “market perform” rating to an “outperform” rating and raised their price objective for the company from $85.00 to $105.00 in a research note on Thursday, April 9th. UBS Group set a $110.00 price objective on HealthEquity in a research note on Tuesday, February 17th. Deutsche Bank Aktiengesellschaft raised their price objective on HealthEquity from $120.00 to $128.00 and gave the company a “buy” rating in a research note on Thursday, March 19th. Finally, Barclays lowered their price objective on HealthEquity from $118.00 to $110.00 and set an “overweight” rating for the company in a research note on Wednesday, February 18th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, HealthEquity has an average rating of “Moderate Buy” and an average price target of $111.79.

HealthEquity Trading Up 4.6%

NASDAQ:HQY opened at $90.52 on Friday. HealthEquity has a 12 month low of $72.76 and a 12 month high of $116.65. The firm has a fifty day simple moving average of $83.27 and a 200-day simple moving average of $86.76. The company has a current ratio of 3.27, a quick ratio of 3.27 and a debt-to-equity ratio of 0.45. The company has a market capitalization of $7.59 billion, a P/E ratio of 36.80, a PEG ratio of 1.57 and a beta of 0.19.

HealthEquity (NASDAQ:HQY) last issued its quarterly earnings data on Thursday, May 28th. The company reported $1.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.11 by $0.13. HealthEquity had a return on equity of 13.86% and a net margin of 16.39%.The business had revenue of $354.64 million during the quarter, compared to analysts’ expectations of $352.02 million. The company’s revenue for the quarter was up 7.2% on a year-over-year basis. HealthEquity has set its FY 2027 guidance at 2.880-2.950 EPS. On average, equities research analysts anticipate that HealthEquity will post 3.84 earnings per share for the current year.

Key Stories Impacting HealthEquity

Here are the key news stories impacting HealthEquity this week:

• Positive Sentiment: HealthEquity reported first-quarter EPS of $1.24, ahead of Wall Street expectations, while revenue of $354.6 million also topped estimates. HealthEquity Earnings Report and Conference Call
• Positive Sentiment: The company said net income rose 29% year over year and adjusted EBITDA increased 17%, showing margin expansion and stronger operating leverage. HealthEquity Financial Results Press Release
• Positive Sentiment: HealthEquity raised its repurchase program by $1.0 billion, a shareholder-friendly move that may help support the stock. HealthEquity Financial Results Press Release
• Neutral Sentiment: Investors are also digesting the earnings call transcript and post-earnings commentary for clues on demand trends, margins, and the outlook for the rest of the year. HealthEquity Q1 2027 Earnings Call Transcript
• Neutral Sentiment: The market is also focusing on the company’s updated FY 2027 EPS guidance of 2.880-2.950, which appears below the cited consensus estimate and could temper some of the enthusiasm. HealthEquity Fiscal Q1 Earnings Snapshot

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. Acumen Wealth Advisors LLC purchased a new position in shares of HealthEquity during the 4th quarter worth approximately $27,000. Aster Capital Management DIFC Ltd purchased a new position in shares of HealthEquity during the 4th quarter worth approximately $28,000. Caitong International Asset Management Co. Ltd boosted its position in shares of HealthEquity by 1,723.5% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 310 shares of the company’s stock worth $28,000 after purchasing an additional 293 shares during the period. Northwestern Mutual Wealth Management Co. boosted its position in shares of HealthEquity by 190.4% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 604 shares of the company’s stock worth $55,000 after purchasing an additional 396 shares during the period. Finally, Larson Financial Group LLC boosted its position in shares of HealthEquity by 24.4% during the 3rd quarter. Larson Financial Group LLC now owns 628 shares of the company’s stock worth $60,000 after purchasing an additional 123 shares during the period. 99.55% of the stock is currently owned by institutional investors and hedge funds.

About HealthEquity

HealthEquity, Inc (NASDAQ: HQY) is a leading administrator of consumer-directed health accounts and related benefit solutions in the United States. Founded in 2002 and headquartered in Draper, Utah, the company specializes in health savings accounts (HSAs) and offers complementary services such as flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), COBRA administration and commuter benefits. Through its technology-driven platform, HealthEquity enables employers, health plans and individuals to streamline account management, improve cost transparency and encourage more informed healthcare spending.

Serving millions of members across all 50 states, HealthEquity leverages an open-architecture ecosystem that integrates with health plans, payroll providers and financial institutions.