Oct 9, 5:00 PM ET
HealthEquity terminated Chief Commercial Officer Michael Fiore without cause, effective October 5, 2026, according to an 8-K filed October 9, 2026. The company said his duties will be redistributed among other members of management, and the filing does not name a replacement.
- Termination without cause effective October 5, 2026
- Responsibilities of the Chief Commercial Officer to be redistributed to other management team members
- Severance and benefits follow the employment agreement, as detailed in the May 13, 2026 proxy statement, conditioned on a release of claims and continued compliance with restrictive covenants
- Outstanding equity awards to be treated under the 2014 and 2024 Stock Incentive Plans and related award agreements
Read the filing on SEC.gov ↗
Sep 30, 9:02 AM ET
HealthEquity appointed Noémie Heuland, Chief Financial Officer of Moody's Corporation, to its Board of Directors effective September 24, 2026, expanding the Board to eleven members from ten. The filing also discloses that the company paid approximately $146,519 to Moody's controlled subsidiaries in the fiscal year ended January 31, 2026 for bond ratings services and data sets, and expects to pay more than $120,000 in the fiscal year ending January 31, 2027.
- Heuland appointed effective September 24, 2026; Board expands to 11 members from 10, with nine of the 11 independent.
- Heuland will serve on the Audit and Risk Committee and the Cybersecurity and Technology Committee.
- Paid approximately $146,519 to Moody's controlled subsidiaries in the fiscal year ended January 31, 2026 for ratings services and data sets.
- Expects payments to Moody's controlled subsidiaries to exceed $120,000 in the fiscal year ending January 31, 2027.
Read the filing on SEC.gov ↗
Aug 27, 8:02 AM ET
HealthEquity reported second-quarter results for the period ended July 31, 2026, with revenue up 8%, net income up 10% and GAAP diluted earnings per share of $0.78, compared with $0.68 a year earlier. The company also raised its fiscal 2027 guidance, now expecting revenue of $1.411 billion to $1.421 billion and GAAP net income of $2.88 to $2.96 per diluted share.
- Q2 revenue rose 8% to $350.7 million; net income rose 10% to $65.6 million
- Adjusted EBITDA rose 11% to $167.0 million, with margin at 48% versus 46% a year earlier
- Fiscal 2027 outlook: revenue $1.411 billion to $1.421 billion; non-GAAP EPS $4.66 to $4.73
- Repurchased $108.1 million of stock in the quarter; $948.4 million remained authorized as of July 31, 2026
Read the filing on SEC.gov ↗
May 28, 4:03 PM ET
HealthEquity reported results for the first quarter ended April 30, 2026, with revenue up 7% to $354.6 million and net income up 29% to $69.4 million. The company raised its fiscal 2027 outlook, and its board authorized an additional $1.0 billion of share repurchases in May 2026, which gives shareholders a higher outlook and more buyback capacity.
- Revenue rose 7% to $354.6 million from $330.8 million a year earlier.
- Net income was $69.4 million, or $0.82 per diluted share, compared with $53.9 million, or $0.61, in the prior-year quarter.
- Adjusted EBITDA rose 17% to $164.5 million, and its margin widened to 46% from 42%.
- For fiscal 2027 (ending January 31, 2027), management expects revenue of $1.410 billion to $1.420 billion and GAAP net income of $2.88 to $2.95 per diluted share.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.