NasdaqHealth CareManaged Health CareS&P MidCap 400
$103.63
+0.17 (+0.16%)
Close of Nov 06, 2026 · end-of-day data
HQY 8-K filings in 2025
Every material Form 8-K HealthEquity filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
HealthEquity reported results for its fiscal third quarter ended October 31, 2025, with revenue up 7% year over year and GAAP net income of $51.7 million, compared with $5.7 million a year earlier. The company also gave fiscal 2026 outlook, expecting revenue of $1.302 billion to $1.312 billion and GAAP net income of $2.24 to $2.33 per diluted share.
Q3 revenue was $322.2 million, up from $300.4 million a year earlier.
GAAP net income per diluted share was $0.59, versus $0.06 a year earlier; non-GAAP net income per diluted share rose 29% to $1.01.
Adjusted EBITDA was $141.8 million, up 20% year over year.
For the fiscal year ending January 31, 2026, the company expects non-GAAP net income per diluted share of $3.87 to $3.95.
HealthEquity reported results for the quarter ended July 31, 2025, with revenue of $325.8 million, up 9% from a year earlier, and GAAP net income of $59.9 million, or $0.68 per diluted share, up from $0.40. The company also set fiscal 2026 outlook calling for revenue of $1.290 billion to $1.310 billion and GAAP net income per diluted share of $2.11 to $2.28.
Q2 revenue was $325.8 million, up 9% from $299.9 million; adjusted EBITDA was $151.1 million, up 18%.
GAAP net income was $59.9 million, or $0.68 per diluted share, versus $35.8 million, or $0.40, a year earlier.
For the fiscal year ending January 31, 2026, the company expects revenue of $1.290 billion to $1.310 billion and adjusted EBITDA of $540 million to $560 million.
The company repurchased 0.7 million shares for $66.0 million in the quarter, with $351.8 million remaining authorized as of July 31, 2025.
HealthEquity reported first-quarter results for the period ended April 30, 2025, with revenue of $330.8 million, up 15%, and GAAP net income of $53.9 million, or $0.61 per diluted share, up from $0.33 a year earlier. The company said it increased its full-year fiscal 2026 guidance, now calling for revenue of $1.285 billion to $1.305 billion and GAAP net income per diluted share of $1.96 to $2.13.
Revenue of $330.8 million, up 15% from $287.6 million a year earlier; Adjusted EBITDA of $140.2 million, up 19%
GAAP net income of $53.9 million, or $0.61 per diluted share, versus $28.8 million, or $0.33, in the prior-year quarter
Fiscal 2026 outlook: revenue $1.285 billion to $1.305 billion; Adjusted EBITDA $530 million to $550 million; non-GAAP net income per diluted share $3.61 to $3.78
Company repurchased 0.7 million shares for $60.3 million in the quarter; $117.5 million remained authorized as of April 30, 2025
HealthEquity director Paul Black resigned from the board effective April 22, 2025, and the board reduced its size to ten members. The company said the resignation was not related to any disagreement over its operations, policies, or practices. The board will shrink further to nine members on April 30, 2025, when Jon Kessler's previously announced retirement takes effect.
Paul Black resigned from the Board of Directors on April 22, 2025, with no disagreement with the company cited
Board size reduced to ten members following Black's resignation
Board size will fall to nine members on April 30, 2025, after Jon Kessler retires
HealthEquity reported fiscal 2025 results for the year ended January 31, 2025, with revenue of $1.20 billion (up 20%) and GAAP net income of $96.7 million, or $1.09 per diluted share, up from $55.7 million, or $0.64, a year earlier. Fourth-quarter net income was flat at $26.4 million, while the company guided to fiscal 2026 revenue of $1.280 billion to $1.305 billion and GAAP net income per diluted share of $1.85 to $2.01.
Fiscal 2025 revenue of $1.20 billion, up 20% from $999.6 million; Adjusted EBITDA of $471.8 million, up 28%.
Fourth-quarter revenue of $311.8 million, up 19%; net income of $26.4 million, unchanged from the prior-year quarter.
Fiscal 2026 outlook: revenue of $1.280 billion to $1.305 billion; GAAP net income per diluted share of $1.85 to $2.01; Adjusted EBITDA of $525 million to $545 million.
Completed the BenefitWallet HSA portfolio acquisition for a purchase price of $425.0 million and repurchased 1.4 million shares for $122.2 million during the year.
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.
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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every HealthEquity filing is on SEC EDGAR ↗. 8-K briefs of other companies →