Source-grounded facts extracted from HEALTHEQUITY, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
HEALTHEQUITY, INC. reported fiscal year ending January 31, 2027 results: revenue $1.410 billion to $1.420 billion, net income $242 million to $248 million, EPS $2.88 to $2.95 per diluted share. Guidance raised.
“Business outlook For the fiscal year ending January 31, 2027, management expects revenues of $1.410 billion to $1.420 billion. Its outlook for net income is between $242 million and $248 million, resulting in net income of $2.88 to $2.95 per diluted share.”
HEALTHEQUITY, INC. reported first quarter ended April 30, 2026 results: revenue $354.6 million, net income $69.4 million, EPS $0.82 per diluted share.
“First quarter financial results Revenue for the first quarter ended April 30, 2026 was $354.6 million, an increase of 7% compared to $330.8 million for the first quarter ended April 30, 2025. Revenue this quarter included: service revenue of $122.9 million, custodial revenue of $174.3 million, and interchange revenue of $57.4 million. Net income was $69.4 million, or $0.82 per diluted share, for the first quarter ended April 30, 2026, compared to $53.9 million, or $0.61 per diluted share, for the first quarter ended April 30, 2025.”
HEALTHEQUITY, INC. reported the fourth quarter ended January 31, 2026 results: revenue $334.6 million, net income $49.7 million, EPS $0.58 per diluted share. Guidance raised.
“Revenue for the fourth quarter ended January 31, 2026 was $334.6 million”
HEALTHEQUITY, INC. reported the fiscal year ended January 31, 2026 results: revenue $1.31 billion, net income $215.2 million, EPS $2.46 per diluted share. Guidance raised.
“Revenue for the fiscal year ended January 31, 2026 was $1.31 billion”
Jon Kessler retired as Director at HEALTHEQUITY, INC..
“In addition, on April 30, 2025, the size of the Board will be further reduced to nine members following the previously announced retirement of Jon Kessler from the Board.”
Paul Black resigned as Director at HEALTHEQUITY, INC..
“On April 22, 2025, Paul Black resigned as a member of the Board of Directors (the “Board”) of HealthEquity, Inc. (the “Company”).”
Scott R. Cutler was appointed as Director at HEALTHEQUITY, INC..
“the Board also expanded the size of the Board to eleven directors and appointed Mr. Cutler to fill the vacancy created by the increased size of the Board, each effective as of the Commencement Date”
Scott R. Cutler was appointed as President and Chief Executive Officer at HEALTHEQUITY, INC..
“the Board approved the appointment of Scott R. Cutler as President and Chief Executive Officer, effective as of January 6, 2025”
Jon Kessler departed as member of the Board of Directors at HEALTHEQUITY, INC..
“will retire from his employment with the Company, effective January 6, 2025, and from the Board, effective April 30, 2025”
Jon Kessler departed as President & Chief Executive Officer at HEALTHEQUITY, INC..
“Jon Kessler, President & Chief Executive Officer of the Company and a member of the Board of Directors (the “Board”), will retire from his employment with the Company, effective January 6, 2025”
HEALTHEQUITY, INC. completed an acquisition involving Conduent Business Services, LLC for $425.0 million (closed 2024-05-09).
“On May 9, 2024, HealthEquity and Conduent completed the transactions contemplated by the Purchase Agreement. Pursuant to the Purchase Agreement, approximately 616,000 health savings accounts and other accounts and $2.7 billion of HSA assets were transferred from Conduent to HealthEquity in three separate tranches for an aggregate purchase price of $425.0 million.”
Frank Corvino departed as Director at HEALTHEQUITY, INC..
“Frank Corvino, who on April 25, 2024 notified the Board of his decision not to stand for re-election at the 2024 Annual Meeting of Stockholders.”
HEALTHEQUITY, INC. reported the fourth quarter ended January 31, 2024 results: revenue $262.4 million, net income $26.4 million, EPS $0.30 per diluted share.
“Revenue for the fourth quarter ended January 31, 2024 was $262.4 million”
HEALTHEQUITY, INC. reported the fiscal year ended January 31, 2024 results: revenue $999.6 million, net income $55.7 million, EPS $0.64 per diluted share.
“--- EX-99.1 (EX-99.1) --- HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2024 Financial Results Highlights of the fiscal year include: • Revenue of $999.6 million, an increase of 16% compared to $861.7 million in FY23. • Net income of $55.7 million, compared to net loss of $26.1 million in FY23, with non-GAAP net income of $195.5 million,”
HEALTHEQUITY, INC. reported the fiscal year ending January 31, 2025 results: revenue $1.140 billion to $1.160 billion. Guidance reaffirmed.
“For the fiscal year ending January 31, 2025, the Company affirmed its previously provided outlook, which assumes an average annualized yield on HSA cash of approximately 3%, as follows: • Revenue in the range of $1.140 billion to $1.160 billion;”
HEALTHEQUITY, INC. reported the fiscal year ended January 31, 2024 results: revenue $995 million to $1 billion, net income $49 million to $52 million, EPS $0.56 to $0.60. Guidance raised.
“For the fiscal year ended January 31, 2024, the Company revised its previously provided outlook as follows: • Revenue in the range of $995 million to $1 billion; • Net income in the range of $49 million to $52 million; • Net income per diluted share in the range of $0.56 to $0.60;”
HEALTHEQUITY, INC. reported third quarter ended October 31, 2023 results: revenue $249.2 million, net income $14.7 million, EPS $0.17 per diluted share.
“in such a filing. --- EX-99.1 (EX-99.1) --- HealthEquity Reports Third Quarter Ended October 31, 2023 Financial Results Highlights of the third quarter include: • Revenue of $249.2 million, an increase of 15% compared to $216.1 million in Q3 FY23. • Net income of $14.7 million, compared to net loss of $1.6 million in Q3 FY23, with non-GAAP net income of $52.2”
HEALTHEQUITY, INC. entered into Purchase Agreement with Conduent Business Services, LLC valued at $425 million (effective 2023-09-18).
“On September 18, 2023, HealthEquity, Inc., a Delaware corporation ("HealthEquity"), entered into a Custodial Transfer and Asset Purchase Agreement (the "Purchase Agreement") with Conduent Business Services, LLC”
HEALTHEQUITY, INC. reported the second quarter ended July 31, 2023 results: revenue $243.5 million, net income $10.6 million, EPS $0.12 per diluted share.
“Reports Second Quarter Ended July 31, 2023 Financial Results Delivers Record HSA Asset Growth, Margin Expansion Highlights of the second quarter include: • Revenue of $243.5 million, an increase of 18% compared to $206.1 million in Q2 FY23. • Net income of $10.6 million, compared to net loss of $10.7 million in Q2 FY23, with non-GAAP net income of $45.6”
Larry Trittschuh was terminated as Executive Vice President and Chief Security Officer at HEALTHEQUITY, INC..
“On July 28, 2023, HealthEquity, Inc. (the “Company”) announced the termination of the employment of Larry Trittschuh, the Company’s Executive Vice President and Chief Security Officer, without cause and effective immediately.”
Tyson Murdock departed as Chief Financial Officer at HEALTHEQUITY, INC..
“Tyson Murdock will cease serving as Chief Financial Officer following the filing of the Company’s Quarterly Report on Form 10-Q with the U.S. Securities and Exchange Commission (the “SEC”) for the fiscal quarter ending July 31, 2023.”
HEALTHEQUITY, INC. shareholders approved Approval, on a non-binding, advisory basis, the frequency of future advisory votes on the compensation of the Company's named executive officers. at the 2023-06-22 meeting.
“Proposal 4. The approval, on a non-binding, advisory basis, the frequency of future advisory votes on the compensation of the Company's named executive officers. 1 Year 2 Years 3 Years Abstain Broker Non-Votes 75,401,947 4,891 1,751,278 41,812 3,582,568”
HEALTHEQUITY, INC. shareholders approved Approval, on a non-binding, advisory basis, of the fiscal 2023 compensation paid to the Company’s named executive officers. at the 2023-06-22 meeting.
“Proposal 3. The approval, on a non-binding, advisory basis, of the fiscal 2023 compensation paid to the Company’s named executive officers. For Against Abstain Broker Non-Votes 75,659,879 1,493,077 46,972 3,582,568”
HEALTHEQUITY, INC. shareholders approved Ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending January 31, 2024. at the 2023-06-22 meeting.
“Proposal 2. The ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending January 31, 2024. There were no broker non-votes for this proposal. For Against Abstain 80,332,574 411,502 38,420”
HEALTHEQUITY, INC. shareholders approved Election of eleven directors to hold office until the 2024 Annual Meeting of Stockholders and until their successors are duly elected and qualified. at the 2023-06-22 meeting.
“Proposal 1. The election of eleven directors to hold office until the 2024 Annual Meeting of Stockholders and until their successors are duly elected and qualified. For Against Abstain Broker Non-Votes Robert Selander 75,250,232 1,902,584 47,112 3,582,568 Jon Kessler 76,751,884 402,580 45,464 3,582,568 Stephen Neeleman, M.D. 76,209,904 942,551 47,473 3,582,568 Paul Black 76,739,851 413,090 46,987 3,582,568 Frank Corvino 76,471,392 664,676 63,860 3,582,568 Adrian Dillon 76,732,974 420,381 46,573 3,582,568 Evelyn Dilsaver 74,446,560 2,706,721 46,647 3,582,568 Debra McCowan 75,377,166 1,776,322 46,440 3,582,568 Rajesh Natarajan 76,731,684 421,568 46,676 3,582,568 Stuart Parker 76,720,509 432,201 47,218 3,582,568 Gayle Wellborn 76,764,325 389,037 46,566 3,582,568”
James M. Lucania was appointed as Executive Vice President and Chief Financial Officer at HEALTHEQUITY, INC..
“On June 14, 2023, HealthEquity, Inc. (the “Company”) announced that James M. Lucania will be appointed as the Company’s new Executive Vice President and Chief Financial Officer.”
HEALTHEQUITY, INC. reported fiscal year ending January 31, 2024 results: revenue $975 million to $985 million, net income $9 million and $14 million, EPS $0.10 to $0.16 per diluted share. Guidance raised.
“For the fiscal year ending January 31, 2024, management expects revenue of $975 million to $985 million. Its outlook for net income is between $9 million and $14 million, resulting in net income of $0.10 to $0.16 per diluted share.”
HEALTHEQUITY, INC. reported results: revenue $244.4 million, net income $4.1 million, EPS $0.05 per diluted share. Guidance raised.
“in such a filing. --- EX-99.1 (EX-99.1) --- HealthEquity Reports First Quarter Ended April 30, 2023 Financial Results Highlights of the first quarter include: • Revenue of $244.4 million, an increase of 19% compared to $205.7 million in Q1 FY23. • Net income of $4.1 million, compared to net loss of $13.6 million in Q1 FY23, with non-GAAP net income of $42.8”
HEALTHEQUITY, INC. amended revolving credit with JPMorgan Chase Bank, N.A., as administrative agent at Term SOFR, plus a 0.10% credit spread adjustment, plus a margin ranging from 1.2.
“On June 1, 2023, HealthEquity, Inc. (the “Company”) entered into an Amendment No. 1 to Credit Agreement (“Amendment No. 1”), which amends that certain Credit Agreement, dated as of October 8, 2021 (the “Credit Agreement”), among the Company, as borrower, each lender from time to time party thereto, JPMorgan Chase Bank, N.A., as administrative agent and the Swing Line Lender (as defined therein), and each L/C Issuer (as defined therein) party thereto. The provisions of Amendment No. 1 replaced interest rate provisions based on the London interbank offered rate (“LIBOR”) in the Credit Agreement with the forward-looking term rate based on the secured overnight financing rate published by the CME Group Benchmark Administration Limited (“Term SOFR”). As a result, borrowings under the Credit Agreement as so amended by Amendment No. 1 will bear interest at an annual rate equal to, at the option of the Company, either (i) Term SOFR, plus a 0.10% credit spread adjustment, plus a margin ranging”
HEALTHEQUITY, INC. amended Amendment No. 1 to Credit Agreement with JPMorgan Chase Bank, N.A. valued at Amended interest rate provisions based on LIBOR to Term SOFR; borrowings bear interest at Term SOFR (effective 2023-06-01).
“On June 1, 2023, HealthEquity, Inc. (the “Company”) entered into an Amendment No. 1 to Credit Agreement (“Amendment No. 1”), which amends that certain Credit Agreement, dated as of October 8, 2021 (the “Credit Agreement”), among the Company, as borrower, each lender from time to time party thereto, JPMorgan Chase Bank, N.A., as administrative agent and the Swing Line Lender (as defined therein), and each L/C Issuer (as defined therein) party thereto.”
Ian Sacks departed as Director at HEALTHEQUITY, INC..
“Ian Sacks, who on April 13, 2023 notified the Board of his decision not to stand for re-election at the 2023 Annual Meeting of Stockholders.”
HEALTHEQUITY, INC. reported the fiscal year ending January 31, 2024 results: revenue $960 million to $975 million, net income between $0 and $11 million, EPS $0.00 to $0.13 per diluted share. Guidance initiated.
“For the fiscal year ending January 31, 2024, management expects revenues of $960 million to $975 million. Its outlook for net income is between $0 and $11 million, resulting in net income of $0.00 to $0.13 per diluted share. Its outlook for non-GAAP net income, calculated using the method described below, is between $152 million and $163 million, resulting in non-GAAP net income per diluted share of $1.74 to $1.87 (based on an estimated 87 million weighted-average shares outstanding).”
HEALTHEQUITY, INC. reported the fourth quarter ended January 31, 2023 results: revenue $233.8 million, net income Net loss of $0.2 million, EPS less than one cent per diluted share.
“Revenue for the fourth quarter ended January 31, 2023 was $233.8 million, an increase of 15% compared to $203.3 million for the fourth quarter ended January 31, 2022. Revenue this quarter included: service revenue of $114.2 million, custodial revenue of $83.5 million, and interchange revenue of $36.1 million. HealthEquity reported a net loss of $0.2 million, or less than one cent per diluted share, and non-GAAP net income of $31.3 million, or $0.37 per diluted share, for the fourth quarter ended January 31, 2023.”
HEALTHEQUITY, INC. reported the fiscal year ended January 31, 2023 results: revenue $861.7 million, net income Net loss of $26.1 million, EPS $0.31 per diluted share.
“Revenue for the fiscal year ended January 31, 2023 was $861.7 million, an increase of 14% compared to $756.6 million for the fiscal year ended January 31, 2022. Revenue this year included: service revenue of $430.2 million, custodial revenue of $283.1 million, and interchange revenue of $148.4 million. HealthEquity reported a net loss of $26.1 million, or $0.31 per diluted share, and non-GAAP net income of $114.5 million, or $1.36 per diluted share, for the fiscal year ended January 31, 2023.”
HEALTHEQUITY, INC. reported fiscal year ended January 31, 2023 results: revenue approximately $860 million. Guidance reaffirmed.
“With the record-setting sales year we are reporting today, we expect to reach the top-end of previously provided ranges for revenue and earnings, including revenue of approximately $860 million for our fiscal year ended January 31, 2023.”
HEALTHEQUITY, INC.: Amended bylaws to implement universal proxy card rules, require proxy card color other than white, update stockholder list and meeting adjournment requirements, and make technical revisions (effective 2023-02-10).
“On February 10, 2023, the Board of Directors of HealthEquity, Inc. (the “Company”) approved and adopted amendments to the Company’s Amended and Restated By-laws (the “Bylaws”) to: 1. implement certain additional procedural and disclosure requirements for director nominees and stockholders proposing director nominees and other business for consideration at the Company’s annual or special meetings of stockholders, including regarding the Securities and Exchange Commission’s recently adopted “universal proxy card” rules; 2. require a stockholder directly or indirectly soliciting proxies from other stockholders to use a proxy card color other than white; 3. reflect updates to requirements about stockholder lists at stockholder meetings and meeting adjournment notices, consistent with recent amendments to the Delaware General Corporation Law; and 4. make certain technical and conforming revisions and clarifications.”
HEALTHEQUITY, INC. reported third quarter ended October 31, 2022 results: revenue $216.1 million, net income Net loss of $1.6 million, EPS Net loss per diluted share of $0.02.
“Revenue of $216.1 million, an increase of 20% compared to $180.0 million in Q3 FY22. • Net loss of $1.6 million, compared to $5.0 million in Q3 FY22, with non-GAAP net income of $32.4 million, an increase of 12% compared to $28.9 million in Q3 FY22. • Net loss per diluted share of $0.02, compared to $0.06 in Q3 FY22, with non-GAAP net income per diluted share of $0.38, compared to $0.35 in Q3 FY22.”
Paul Black was appointed as member of the Board at HEALTHEQUITY, INC..
“On September 1, 2022, the board of directors (the “Board”) of HealthEquity, Inc. (the “Company”) announced the appointment of Paul Black as a member of the Board, effective immediately.”
Jon Kessler changed role as principal operating officer at HEALTHEQUITY, INC..
“The Company also announced that Mr. Kessler will assume the duties and responsibilities of the Company’s principal operating officer in connection with Mr. Bloomberg’s resignation.”
Edward R. (Ted) Bloomberg changed role as Chief Operating Officer at HEALTHEQUITY, INC..
“On August 1, 2022, HealthEquity, Inc. (the “ Company ”) announced that Edward R. (Ted) Bloomberg, the Company’s Chief Operating Officer, ceased serving as the Company’s Chief Operating Officer, effective immediately.”
Rajesh Natarajan was appointed as member of the Board at HEALTHEQUITY, INC..
“On May 2, 2022 the board of directors (the “Board”) of HealthEquity, Inc. (the “Company”) announced the appointment of Rajesh Natarajan as a member of the Board, effective immediately.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.