Sentiment-Signal
11,8
Stark Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
0
Keine neuen Positionen
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)
Score-Verlauf (90 Tage)
Kritische 8-K Meldungen
WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (06.04.2026)
HOCH Abgang Schlüsselpersonen (06.04.2026)
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 06.04.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | to Section 13(a) of the Exchange Act. ☐ Item 5.02(b) Departure of Directors or Certain Officers; Election of Director |
| 28.04.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | to Section 13(a) of the Exchange Act. ☐ Item 5.02(b) Departure of Directors or Certain Officers; Election of Director |
| 27.06.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | to Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; |
| 25.04.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | to Section 13(a) of the Exchange Act. ☐ Item 5.02(b) Departure of Directors or Certain Officers; Election of Director |
| 28.07.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certai |
| 03.07.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | to Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; |
| 13.04.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | to Section 13(a) of the Exchange Act. ☐ Item 5.02(b) Departure of Directors or Certain Officers; Election of Director |
Stammdaten
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to 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; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. The company was incorporated in 2002 and is headquartered in Draper, Utah.
Unternehmen & Branche
| Name | HEALTHEQUITY, INC. |
|---|---|
| Ticker | HQY |
| CIK | 0001428336 |
| Boerse | US |
| Sektor | Healthcare |
| Industrie | Medical - Healthcare Information Services |
| SIC | 7389 · Services-Business Services, NEC |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | Common Stock |
| Marktkapitalisierung | 6,85 Mrd. USD |
| Beta | 0,26 |
| Dividendenrendite | 0,00 % |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-01-31 | 10-K | 1,313,429,000 | 215,201,000 | 2.46 | 3,380,332,000 | 2,107,196,000 |
| 2025-10-31 | 10-Q | 322,164,000 | 51,692,000 | 0.59 | 3,398,061,000 | 2,134,026,000 |
| 2025-07-31 | 10-Q | 325,835,000 | 59,854,000 | 0.68 | 3,416,678,000 | 2,146,421,000 |
| 2025-04-30 | 10-Q | 330,844,000 | 53,915,000 | 0.61 | 3,416,273,000 | 2,123,806,000 |
| 2025-01-31 | 10-K | 1,199,774,000 | 96,703,000 | 1.09 | 3,448,550,000 | 2,114,911,000 |
| 2024-10-31 | 10-Q | 300,432,000 | 5,703,000 | 0.06 | 3,488,347,000 | 2,124,687,000 |
| 2024-07-31 | 10-Q | 299,928,000 | 35,822,000 | 0.40 | 3,514,466,000 | 2,157,037,000 |
| 2024-04-30 | 10-Q | 287,597,000 | 28,813,000 | 0.33 | 3,246,484,000 | 2,097,784,000 |
| 2024-01-31 | 10-K | 262,387,000 | 26,364,000 | 0.64 | 3,163,790,000 | 2,035,021,000 |
| 2023-10-31 | 10-Q | 249,219,000 | 14,673,000 | 0.17 | 3,093,502,000 | 1,987,968,000 |
| 2023-10-31 | 10-K | 249,219,000 | 14,673,000 | |||
| 2023-07-31 | 10-K | 243,549,000 | 10,581,000 | |||
| 2023-07-31 | 10-Q | 243,549,000 | 10,581,000 | 0.12 | 3,066,456,000 | 1,949,614,000 |
| 2023-04-30 | 10-K | 244,432,000 | 4,094,000 | |||
| 2023-04-30 | 10-Q | 244,432,000 | 4,094,000 | 0.05 | 3,035,009,000 | 1,918,592,000 |
| 2023-01-31 | 10-K | 233,841,000 | -209,000 | -0.31 | 3,088,900,000 | 1,895,640,000 |
| 2022-10-31 | 10-Q | 216,086,000 | -1,641,000 | -0.02 | 3,064,757,000 | 1,883,118,000 |
| 2022-10-31 | 10-K | 216,086,000 | -1,641,000 | |||
| 2022-07-31 | 10-K | 206,142,000 | -10,654,000 | |||
| 2022-07-31 | 10-Q | 206,142,000 | -10,654,000 | -0.13 | 3,074,024,000 | 1,864,896,000 |
Fondsaktivität (Vorquartalsvergleich)
Keine Fondsdaten für dieses Unternehmen vorhanden.
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2025-12-19 | Ladd Delano | Officer, EVP, General Counsel | Open Market Sale | -1,500 | 94.72 | -142,080.00 | -8,8% | |
| 2025-12-18 | Rosner Elimelech | Officer, EVP, CHIEF TECHNOLOGY OFFICER | Open Market Sale | -10,959 | 95.45 | -1,046,090.25 | -64,8% | |
| 2025-12-12 | Wellborn Gayle Furgurson | Director | Open Market Sale | -4,339 | 98.03 | -425,330.91 | -26,4% | |
| 2025-11-20 | Ladd Delano | Officer, EVP, General Counsel | Open Market Sale | -1,500 | 104.56 | -156,840.00 | -9,7% | |
| 2025-10-20 | Ladd Delano | Officer, EVP, General Counsel | Open Market Sale | -1,500 | 92.07 | -138,105.00 | -8,6% | |
| 2025-10-07 | Fiore Michael Henry | Officer, EVP, CHIEF COMMERCIAL OFFICER | Open Market Sale | -1,781 | 88.21 | -157,102.01 | -9,7% | |
| 2025-09-19 | Ladd Delano | Officer, EVP, General Counsel | Open Market Sale | -29 | 95.70 | -2,775.30 | -0,2% | |
| 2025-09-19 | Ladd Delano | Officer, EVP, General Counsel | Open Market Sale | -5,000 | 93.91 | -469,568.50 | -29,1% | |
| 2025-09-19 | Ladd Delano | Officer, EVP, General Counsel | Open Market Sale | -971 | 95.06 | -92,303.55 | -5,7% | |
| 2025-09-05 | Dilsaver Evelyn S | Director | Open Market Sale | -3,461 | 93.30 | -322,915.80 | -20,0% | |
| 2025-07-07 | Fiore Michael Henry | Officer, EVP, CHIEF COMMERCIAL OFFICER | Open Market Sale | -700 | 102.09 | -71,460.97 | -4,4% | |
| 2025-07-07 | Fiore Michael Henry | Officer, EVP, CHIEF COMMERCIAL OFFICER | Open Market Sale | -1,094 | 101.50 | -111,037.94 | -6,9% | |
| 2025-06-09 | Rosner Elimelech | Officer, EVP, CHIEF TECHNOLOGY OFFICER | Open Market Sale | -13,000 | 111.37 | -1,447,865.90 | -89,7% | |
| 2025-06-06 | Kessler Jon | Open Market Sale | -62,827 | 111.84 | -7,026,370.63 | -435,5% | ||
| 2025-06-06 | Kessler Jon | Open Market Sale | -52,450 | 111.83 | -5,865,730.02 | -363,6% | ||
| 2025-06-06 | Kessler Jon | Open Market Sale | -39,075 | 112.08 | -4,379,526.00 | -271,5% | ||
| 2025-06-06 | Kessler Jon | Open Market Sale | -19,082 | 112.39 | -2,144,648.88 | -132,9% | ||
| 2025-06-06 | Kessler Jon | Open Market Sale | -16,854 | 112.38 | -1,894,135.10 | -117,4% | ||
| 2025-06-06 | Kessler Jon | Open Market Sale | -16,547 | 111.98 | -1,852,933.06 | -114,9% | ||
| 2025-06-06 | Kessler Jon | Open Market Sale | -15,427 | 112.70 | -1,738,622.90 | -107,8% | ||
| 2025-06-06 | Kessler Jon | Open Market Sale | -9,628 | 112.61 | -1,084,209.08 | -67,2% | ||
| 2025-06-06 | Kessler Jon | Open Market Sale | -60 | 113.35 | -6,801.00 | -0,4% | ||
| 2025-06-06 | Rosner Elimelech | Officer, EVP, CHIEF TECHNOLOGY OFFICER | Open Market Sale | -58,000 | 112.56 | -6,528,433.60 | -404,7% |
Top-Fondshalter
Keine Fondsdaten zu dieser Aktie vorhanden.