AI Score
Our AI model analyzes fundamental, technical, and statistical indicators
to predict the probability of a bullish trend over the next three months.
We regularly update and refine our models to deliver the most reliable forecasts
for you.
Bullish Probability | Sentiment | Score |
---|---|---|
+80% | Strong Buy | 10 |
+75% | Buy | 9 |
+70% | Buy | 8 |
+60% | Buy | 7 |
+50% | Hold | 6 |
+45% | Hold | 5 |
+40% | Hold | 4 |
+35% | Sell | 3 |
+30% | Sell | 2 |
+20% | Strong Sell | 1 |
Company Description
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States.
The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts.
It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool.
In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs.
It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers.
The company was incorporated in 2002 and is headquartered in Draper, Utah.
Country | United States |
IPO Date | Jul 31, 2014 |
Industry | Medical - Healthcare Information Services |
Sector | Healthcare |
Employees | 3,126 |
CEO | Jon Kessler |
Contact Details
Address: 15 West Scenic Pointe Drive Draper, Utah United States | |
Website | https://www.healthequity.com |
Stock Details
Ticker Symbol | HQY |
Exchange | NASDAQ |
Fiscal Year | February - January |
Reporting Currency | USD |
CIK Code | 0001428336 |
CUSIP Number | 42226A107 |
ISIN Number | US42226A1079 |
Employer ID | 00-0000000 |
SIC Code | 7389 |
Key Executives
Name | Position |
---|---|
Jon Kessler | President, Chief Executive Officer & Director |
Cheryl King | Executive Vice President & Chief People Officer |
Elimelech Rosner | Executive Vice President & Chief Technology Officer |
James M. Lucania | Chief Financial Officer & Executive Vice President |
Tia Padia | Executive Vice President & Chief Marketing Officer |
Brad Bennion | Executive Vice President of Corporate Development & Strategy |
Delano Ladd J.D. | Executive Vice President, General Counsel & Secretary |
Dr. Stephen D. Neeleman | Founder & Vice Chairman |
Richard Putnam | Vice President of Investor Relations |
Steve Lindsay | Executive Vice President of Sales & Relationship Management |
Latest SEC Filings
Date | Type | Title |
---|---|---|
Dec 13, 2024 | 4 | Filing |
Dec 13, 2024 | 4 | Filing |
Dec 13, 2024 | 4 | Filing |
Dec 11, 2024 | 4 | Filing |
Dec 09, 2024 | 10-Q | Quarterly Report |
Dec 09, 2024 | 8-K | Current Report |
Nov 29, 2024 | 8-K | Current Report |
Nov 12, 2024 | 8-K | Current Report |
Nov 08, 2024 | 4 | Filing |
Oct 11, 2024 | 4 | Filing |