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AI brief of an SEC Form 8-K · HealthEquity (HQY)

HealthEquity HSA Assets Rise 27% to $32.1 Billion; Fiscal 2025-2026 Outlook Affirmed

Positive Impact 3 of 5 earnings Written later

HealthEquity reported year-end operating metrics for the fiscal year ended January 31, 2025, showing growth in HSAs, total accounts and HSA Assets. The company affirmed its fiscal 2025 and 2026 guidance and set March 18, 2025 as the date for its fourth quarter and fiscal 2025 results, which will give shareholders the first full financial results for the period. The filing does not include reported revenue, profit or earnings per share for the period.

Key points

  • HSAs rose 14% to 9.9 million as of January 31, 2025, from 8.7 million a year earlier
  • HSA Assets grew 27% to $32.1 billion, from $25.2 billion a year earlier
  • Total Accounts rose 9% to 17.0 million; new HSAs from sales in the quarter fell 5% to 471
  • The company affirmed its fiscal 2025 and 2026 outlook and will report fourth quarter and fiscal 2025 results on March 18, 2025

The filing

CompanyHealthEquity (HQY)
Form8-K, current report
Filed with the SECFeb 18, 2025, 4:05 PM ET
Accession number0001428336-25-000004

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:17 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 18, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.