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 2026
Every material Form 8-K HealthEquity filed with the SEC in 2026, 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 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
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.
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
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.
HealthEquity disclosed that on May 5, 2026, six executives, including CEO Scott Cutler and CFO James Lucania, signed amendments to their employment agreements that enlarge severance payments and benefits. The changes add target cash bonus payments to severance, and for Cutler, a higher bonus multiple and longer salary continuation after a change in control. The filing also describes new equity vesting terms for awards granted after March 25, 2026.
On May 5, 2026, six executives signed amendments to their employment agreements providing enhanced severance.
Upon a termination without cause or resignation for good reason, Cutler's severance includes 12 months of base salary plus his target cash bonus; after a change in control it is 150% of target bonus plus 18 months of base salary.
Other executives receive 12 months of base salary plus target cash bonus if terminated on or within 18 months after a change in control.
Full amendment text and award agreements will be filed with the next Form 10-Q.
HealthEquity said it will terminate the employment of Chief Technology Officer Eli Rosner without cause, effective April 17, 2026. Sunil Rajasekar, the company's Executive Vice President, Chief Product and Strategy Officer, will oversee the technology organization from that date.
Eli Rosner, Chief Technology Officer, will leave the company without cause effective April 17, 2026.
Sunil Rajasekar, Executive Vice President, Chief Product and Strategy Officer, will take over oversight of the technology organization.
Rosner's severance is tied to a release of claims and continued compliance with restrictive covenants, per terms described in the May 13, 2025 proxy statement.
Rajasekar has served in his current role since January 2026; earlier he was CEO of Billtrust through August 2025.
HealthEquity appointed William Gassen, president and CEO of Sanford Health, to its board effective March 26, 2026, expanding the board from nine to ten members. The filing also discloses that Sanford Health is a customer, with $123,923 in revenue to HealthEquity in the fiscal year ended January 31, 2026, and expected revenue above $120,000 in the fiscal year ending January 31, 2027.
Gassen joins the board effective March 26, 2026, and will serve on the Audit and Risk Committee and the Talent, Compensation and Culture Committee.
The board expanded to ten members from nine; the company says eight of the ten directors are independent.
HealthEquity received $123,923 from Sanford Health in the fiscal year ended January 31, 2026, and expects more than $120,000 in the fiscal year ending January 31, 2027.
HealthEquity reported results for the fiscal year and fourth quarter ended January 31, 2026. Fiscal year revenue rose 9% to $1.31 billion and net income rose 123% to $215.2 million, or $2.46 per diluted share. The company raised its fiscal 2027 outlook, which now calls for revenue of $1.405 billion to $1.415 billion and GAAP net income of $2.78 to $2.85 per diluted share.
Fiscal 2026 revenue of $1.31 billion, up 9% from $1.20 billion; net income of $215.2 million, or $2.46 per diluted share, versus $96.7 million, or $1.09, a year earlier.
Fourth quarter revenue of $334.6 million, up 7%; net income of $49.7 million, or $0.58 per diluted share, versus $0.30 a year earlier.
Fiscal 2027 outlook (year ending January 31, 2027): revenue of $1.405 billion to $1.415 billion and Adjusted EBITDA of $618 million to $628 million.
Repurchased $301.7 million of common stock in fiscal 2026; $177.7 million remained authorized for repurchase as of January 31, 2026.
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.
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.
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 →