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HealthEquity Announces First Quarter Earnings Release Date and Investor Conference Schedule

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earnings date

HealthEquity (NASDAQ: HQY) will release fiscal 2027 first quarter results after market close on May 28, 2026, followed by a management conference call at 4:30 p.m. ET on the same day. A replay and live webcast will be available at ir.healthequity.com.

Management will also present at investor conferences in May and June 2026, including BofA Health Care (May 12), JP Morgan (May 19), and RBC FinTech (June 9).

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Positive

  • None.

Negative

  • None.

News Market Reaction – HQY

+0.75%
+0.75% Session close to close

In the May 6 session, HQY gained 0.75%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement sets expectations for HealthEquity’s upcoming Q1 fiscal 2027 earnings release on M...
Analysis

This announcement sets expectations for HealthEquity’s upcoming Q1 fiscal 2027 earnings release on May 28, 2026 and outlines a busy investor conference schedule. In recent quarters, record HSA growth, strong revenue, and raised fiscal 2027 guidance have been key drivers of sentiment, though price reactions have varied. Investors may watch the upcoming call for updated guidance, HSA asset growth, and any changes versus prior outlooks and fiscal 2026 performance.

Key Figures

Earnings release date: May 28, 2026 Earnings call time: 4:30 p.m. Eastern HSA accounts: over 17 million accounts +5 more
8 metrics
Earnings release date May 28, 2026 Q1 fiscal 2027 results release after market close
Earnings call time 4:30 p.m. Eastern Q1 fiscal 2027 investor conference call
HSA accounts over 17 million accounts Total accounts administered by HealthEquity and subsidiaries
BofA conference date May 12, 2026 BofA Securities 2026 Health Care Conference presentation
JPM Tech conference date May 19, 2026 2026 JP Morgan Global Technology Conference presentation
RBC FinTech conference date June 9, 2026 2026 RBC Global Financial Technology Conference presentation
US/Canada dial-in 1-833-630-1956 Domestic number for Q1 fiscal 2027 earnings call
International dial-in 1-412-317-1837 International number for Q1 fiscal 2027 earnings call

Historical Context

5 past events · Latest: Mar 30 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Mar 30 Board appointment Positive -1.3% Added Sanford Health CEO Bill Gassen to the board and committees.
Mar 17 Earnings and guidance Positive +0.2% Reported record FY2026 results and raised fiscal 2027 guidance.
Feb 23 Peer board change Neutral +0.0% Phreesia appointed Jon Kessler to its board; limited price impact.
Feb 17 Operational update Positive +3.7% Reported record Q4 sales and strong HSA and account growth metrics.
Jan 12 Outlook presentation Positive -10.2% Provided initial upbeat fiscal 2027 outlook ahead of JPM conference.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Positive fundamentals and outlook updates have sometimes seen mixed reactions, including sharp downside after a bullish FY2027 outlook.

Recent Company History

Recent HQY news showed strong fundamentals and active capital markets activity. On Jan 12, 2026, the company issued an upbeat fiscal 2027 outlook but shares fell 10.19%. Record Q4 and fiscal 2026 metrics on Feb 17, 2026 saw a 3.7% gain. Detailed FY2026 results and raised FY2027 guidance on Mar 17, 2026 produced only a 0.21% move. A board addition on Mar 30, 2026 coincided with a 1.25% decline, highlighting occasional divergence between strong news and price reaction.

Key Terms

health savings account (HSA), consumer-directed benefits (CDB)
2 terms
health savings account (HSA) financial
"the largest independent health savings account (HSA) custodian by account volume"
A health savings account (HSA) is a tax-advantaged savings account people use to pay qualified medical expenses; money put in is often tax-deductible, can grow tax-free if invested, and is withdrawn tax-free for eligible health costs. Think of it as a locked piggy bank for healthcare that also acts like a mini investment account. For investors, HSA balances and usage affect consumer healthcare spending, demand for medical services and products, and flows into financial products that firms manage.
consumer-directed benefits (CDB) financial
"a leader in consumer-directed benefits (CDB)"
Consumer-directed benefits (CDB) are employee benefit accounts and plans—such as health savings accounts, flexible spending accounts, and similar programs—that give individuals direct control over how to spend allocated funds for medical care, prescriptions, or other eligible services. For investors, CDBs matter because they change how employers, insurers, and benefit administrators handle cash flow, risk and administrative fees; think of them as giving employees a preloaded wallet with rules that shifts spending patterns and can affect costs and revenue for firms in the benefits ecosystem.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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DRAPER, Utah, May 05, 2026 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ: HQY) (“HealthEquity” or the “Company”), the largest independent health savings account (HSA) custodian by account volume and a leader in consumer-directed benefits (CDB), today announced plans to release financial results for its first quarter of fiscal 2027, after the close of regular stock market trading on Thursday, May 28, 2026. Following the news release, HealthEquity management will host a conference call for investors on Thursday, May 28, 2026, at 4:30 p.m. Eastern Time during to review the Company’s first quarter results.

HealthEquity First Quarter Fiscal Year 2027 Results Conference Call
Date:May 28, 2026
Time:4:30 p.m. Eastern Time / 2:30 p.m. Mountain Time
Dial-In:1-833-630-1956 (US and Canada) 1-412-317-1837 (International)
Conference ID:HealthEquity
Webcast:ir.healthequity.com


A replay of the conference call will be available on the Company’s website at ir.healthequity.com.

The Company also announced that members of its management team plan to present and meet with investors at the following upcoming investor conferences:

BofA Securities 2026 Health Care Conference
Location:Encore Las Vegas
Date:May 12, 2026
Time:3:00 p.m. Pacific Time
Webcast:none
  
2026 JP Morgan Global Technology Conference
Location:Westin Boston Seaport Hotel
Date:May 19, 2026
Time:1:55 p.m. Eastern Time
Webcast:none
  
2026 RBC Global Financial Technology Conference
Location:Lotte Palace New York Hotel
Date:June 9, 2026
Time:1:10 p.m. Eastern Time
Webcast:none


About HealthEquity

HealthEquity and its subsidiaries administer HSAs and various other consumer-directed benefits for over 17 million accounts, working in close partnership with employers, benefits advisors, and health and retirement plan providers who share our unwavering commitment to our mission of saving and improving lives by empowering healthcare consumers. Through cutting-edge solutions, innovation, and a relentless focus on improving health outcomes, we empower individuals to take control of their healthcare journey while ultimately enhancing their overall well-being. For more information, visit www.healthequity.com

Forward-looking statements

This press release contains “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding our industry, business strategy, plans, goals and expectations concerning our markets and market position, product expansion, future operations, expenses and other results of operations, revenue, margins, profitability, acquisition synergies, future efficiencies, tax rates, capital expenditures, liquidity and capital resources and other financial and operating information. When used in this discussion, the words “may,” “believes,” “intends,” “seeks,” “aims,” “anticipates,” “plans,” “estimates,” “expects,” “should,” “assumes,” “continues,” “could,” “will,” “future” and the negative of these or similar terms and phrases are intended to identify forward-looking statements in this press release.

Forward-looking statements reflect our current expectations regarding future events, results or outcomes. These expectations may or may not be realized. Although we believe the expectations reflected in the forward-looking statements are reasonable, we can give you no assurance these expectations will prove to be correct. Some of these expectations may be based upon assumptions, data or judgments that prove to be incorrect. Actual events, results and outcomes may differ materially from our expectations due to a variety of known and unknown risks, uncertainties and other factors. Although it is not possible to identify all of these risks and factors, they include, among others, risks related to the following:

  • our ability to adequately place and safeguard our custodial assets, or the failure of any of our depository or insurance company partners;
  • our ability to compete effectively in a rapidly evolving healthcare and benefits administration industry;
  • our dependence on the continued availability and benefits of tax-advantaged HSAs and other CDBs;
  • risks relating to our recent CEO transition;
  • the impact of increased fraudulent account activity involving our member accounts or our third-party service providers on our reputation and financial results;
  • our ability to successfully identify, acquire and integrate additional portfolio purchases or acquisition targets;
  • the significant competition we face and may face in the future, including from those with greater resources than us;
  • our reliance on the availability and performance of our technology and communications systems;
  • recent and potential future cybersecurity breaches of our technology and communications systems and other data interruptions, including resulting costs and liabilities, reputational damage and loss of business;
  • the current uncertain healthcare environment, including changes in healthcare programs and expenditures and related regulations;
  • potential regulatory changes and changes in the enforcement environment under the new U.S. administration;
  • our ability to comply with current and future privacy, healthcare, tax, ERISA, investment adviser and other laws applicable to our business;
  • our reliance on partners and third-party vendors for distribution and important services;
  • our ability to develop and implement updated features for our technology platforms and communications systems; and
  • our reliance on our management team and key team members.

For a detailed discussion of these and other risk factors, please refer to the risks detailed in our filings with the Securities and Exchange Commission, including, without limitation, our Annual Report on Form 10-K for the fiscal year ended January 31, 2026. Past performance is not necessarily indicative of future results. We undertake no intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Forward-looking statements should not be relied upon as representing our views as of any date subsequent to the date of this press release.

Investor Relations Contact:
Richard Putnam
801-727-1000
rputnam@healthequity.com


FAQ

When will HealthEquity (HQY) report Q1 fiscal 2027 results and how can I listen?

HealthEquity will report Q1 fiscal 2027 results after market close on May 28, 2026. According to the company, a conference call will follow at 4:30 p.m. ET with live webcast and replay available at ir.healthequity.com.

What are the dial-in details for HealthEquity's (HQY) May 28, 2026 earnings call?

Dial-in numbers are 1-833-630-1956 (US/Canada) and 1-412-317-1837 (International); conference ID: HealthEquity. According to the company, the call starts at 4:30 p.m. ET and a replay will be posted on the investor site.

Which investor conferences will HealthEquity (HQY) management attend in May–June 2026?

HealthEquity plans presentations at BofA Health Care (Encore Las Vegas, May 12, 2026), JP Morgan Global Technology (Westin Boston, May 19, 2026), and RBC Global FinTech (New York, June 9, 2026). According to the company, webcasts are not available for these events.

Will HealthEquity (HQY) provide a webcast or replay of the May 28, 2026 call?

Yes. According to the company, the May 28 conference call will be webcast live and a replay will be accessible at ir.healthequity.com. The live call begins at 4:30 p.m. ET and replay details will be posted afterward.

How many accounts does HealthEquity (HQY) administer and where can I find more company information?

HealthEquity administers over 17 million accounts, according to the company. For additional details, investor materials, and the upcoming call webcast, visit www.healthequity.com or the investor site at ir.healthequity.com.