secwatch.observer — SEC 8-K summary
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Issuer:     HEALTHEQUITY, INC. (HQY)
CIK:        0001428336
Form:       8-K
Filed at:   2026-03-17T23:59:59+00:00
Accession:  0001428336-26-000009
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

HealthEquity reports record revenue; raises FY2027 guidance after strong Q4
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- FY2026 revenue $1.31B (+9% YoY); net income $215.2M (+123% YoY); EPS $2.46.
- Q4 revenue $334.6M (+7% YoY); adjusted EBITDA $132.9M (+23%); margin 40%.
- Total HSA assets $36.5B (+14%); added 1M new HSAs from sales for second straight year.
- Raised FY2027 guidance: revenue $1.405-$1.415B; adjusted EBITDA $618-$628M.
- Returned $301.7M to shareholders via stock repurchases in FY2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428336/000142833626000009/0001428336-26-000009-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428336/000142833626000009/hqy-20260317.htm
  HTML page:      https://secwatch.observer/filing/0001428336-26-000009

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer