HEALTHEQUITY, INC. (HQY) Earnings History

HEALTHEQUITY, INC. - Q4 FY2026 Earnings

Filed at: Feb 17, 2026, 4:06 PM EST|Read from source

EXECUTIVE SUMMARY

HealthEquity reported strong fiscal year 2026 sales metrics, driven by record fourth-quarter performance and significant HSA additions. The company highlighted its ability to attract new accounts amidst softer job growth by emphasizing HSAs as a solution for rising healthcare costs, while also advocating for regulatory changes to expand HSA access.

POSITIVE HIGHLIGHTS

  • •

    Total HSAs increased by 7% to 10.6 million as of January 31, 2026, compared to 9.9 million a year prior.

    positive
  • •

    HSA Assets grew 14% year-over-year to $36.5 billion as of January 31, 2026.

    positive
  • •

    Fourth-quarter new HSAs from sales rose 17% year over year.

    positive
  • •

    HSA investments increased 26% year over year to $18.5 billion.

    positive
  • •

    Total Accounts increased by 4% to 17.8 million as of January 31, 2026.

    positive

CONCERNS & RISKS

  • •

    New HSAs from acquisitions decreased to zero in the year-to-date period, compared to 616 in the prior year.

    attention
  • •

    Average daily HSA cash growth was modest at 3% for the quarter-to-date and 5% for the year-to-date.

    attention

FINANCIAL METRICS

Revenue
Quarterly
N/A
N/A
Net Income
Quarterly
N/A
N/A
EPS (Diluted)
Quarterly
N/A
N/A
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Margin metrics will be available once backend extracts data from insights_json

MANAGEMENT GUIDANCE

FY2027

revenue
"Company intends to provide updated full guidance when it reports fiscal 2026 year-end results."

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

HealthEquity delivered a standout fiscal 2026 sales year, driven by a record fourth quarter and our strongest year yet for HSA additions—adding more than one million new HSA accounts from sales.

— HEALTHEQUITY, INC., Q4 FY2026 2026 Earnings Call

Against softer U.S. job growth, we generated record new HSA sales as employers turned to HSAs to address rising healthcare costs.

— HEALTHEQUITY, INC., Q4 FY2026 2026 Earnings Call

Open-enrollment execution drove increased utilization of HSA-eligible plans with enterprise clients, higher retail enrollment supported by product enhancements, and early momentum among newly eligible American families.

— HEALTHEQUITY, INC., Q4 FY2026 2026 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Average Total Accounts - Quarter-to-date
17.5M
+5.0% YoY
Prior year: 16.7M
accounts
Average Total Accounts - Year-to-date
17.2M
+6.0% YoY
Prior year: 16.3M
accounts
Average daily HSA cash - Quarter-to-date
17090.0M
+3.0% YoY
Prior year: 16634.0M
dollars
Average daily HSA cash - Year-to-date
17082.0M
+5.0% YoY
Prior year: 16206.0M
dollars
CDBs
7.2M
+1.0% YoY
Prior year: 7.1M
accounts
HSA cash
17982.0M
+3.0% YoY
Prior year: 17435.0M
dollars
HSA investments
18482.0M
+26.0% YoY
Prior year: 14676.0M
dollars
HSAs
10.6M
+7.0% YoY
Prior year: 9.9M
accounts
HSAs with investments
832.0K
+10.0% YoY
Prior year: 753.0K
accounts
New HSAs from acquisitions - Year-to-date
0
Prior year: 616.0K
accounts
New HSAs from sales - Quarter-to-date
553.0K
+17.0% YoY
Prior year: 471.0K
accounts
New HSAs from sales - Year-to-date
1.0M
0.0% YoY
Prior year: 1.0M
accounts
Total Accounts
17.8M
+4.0% YoY
Prior year: 17.0M
accounts
Total HSA Assets
36464.0M
+14.0% YoY
Prior year: 32111.0M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.