HealthEquity reports record Q4 HSA sales; fiscal 2026 results expected near top of range
HealthEquity said its HSA Assets reached $36.5 billion as of January 31, 2026, up 14% from a year earlier, and its HSA count rose 7% to 10.6 million. The company reaffirmed its fiscal 2026 and 2027 outlook and said fiscal 2026 results are expected to be near the top end of previously provided ranges, which signals strong sales for shareholders while full fiscal 2027 guidance is deferred to March.
Key points
- Fourth-quarter new HSAs from sales rose 17% year over year, and the company reported more than one million new HSA accounts from sales for fiscal 2026.
- Total HSA Assets were $36.5 billion, up 14% from $32.1 billion, with HSA investments up 26% to $18.5 billion.
- Total Accounts reached 17.8 million, up 4%, and the company expects to provide full fiscal 2027 guidance when it reports year-end results in March.
- The fourth-quarter and fiscal 2026 results conference call is scheduled for March 17, 2026, at 4:30 p.m. Eastern Time.
The filing
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 17, 2026.
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