8-K - HealthEquity, Inc. | StockGist

AI Analysis

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HealthEquity, Inc. announced record fiscal 2026 metrics as of January 31, 2026, including 10.6 million HSAs (up 7%), $36.5 billion HSA Assets (up 14%), and 17.8 million Total Accounts (up 4%). The company reaffirmed fiscal 2026 and 2027 guidance and scheduled Q4 and FY2026 earnings for March 17, 2026.

Key Takeaways

1HSAs reached 10,570 thousand as of January 31, 2026, up 7% from 9,889 thousand year earlier

2Total Accounts hit 17,791 thousand as of January 31, 2026, up 4% from 17,033 thousand

3HSA Assets grew to $36,464 million as of January 31, 2026, up 14% from $32,111 million

4HSA investments increased 26% year over year to $18,482 million

5Q4 new HSAs from sales rose 17% year over year to 553 thousand

6FY2026 new HSAs from sales totaled 1,040 thousand, matching prior year

Current Report Details

Event Type

Financial Results

Exhibits Only

Disclosure

Mandatory

Variant

8-K

Items Reported

2.02

Results of Operations and Financial Condition On February 17, 2026, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on

Financial Results

9.01

Financial Statements and Exhibits (d) Exhibits Exhibit No. Description 99.1 Press release issued by HealthEquity, Inc. dated February 17, 2026 104 Cover Page In

Exhibits Only

Source Document

Exhibits (2)

8-K

99.1

EX-99.1