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GlobeNewswire·

HealthEquity Delivers Record Q4 and Standout Fiscal 2026 Sales Metrics

  • HealthEquity reported 10.6 million HSAs as of January 31, 2026, representing a 7% increase from 9.9 million in the prior year.
  • Total accounts reached 17.8 million, a 4% rise from 17.0 million a year earlier, while HSA assets grew 14% to $36.5 billion.
  • Fourth-quarter new HSAs from sales increased 17% year over year, contributing to more than one million new HSA accounts added from sales during fiscal 2026.
  • HSA investments rose 26% year over year to $18.5 billion, while HSA cash grew 3% to $17.982 billion.
  • The company reaffirmed its guidance for fiscal 2026 & 2027, expecting fiscal 2026 results near the top end of previous ranges.
  • HealthEquity plans to provide updated full guidance for fiscal 2027 when reporting year-end results in March 2026.
  • An updated HSA cash repricing schedule shows $17.3 billion in cash expected to reprice with an average annualized yield of 3.6%, excluding $0.7 billion in floating-rate contracts.
  • The fourth quarter & fiscal year 2026 results conference call is scheduled for March 17, 2026, at 4:30 p.m. Eastern Time.
  • Management will present at the Raymond James 47th Annual Institutional Investors Conference on March 4, 2026, & the Mizuho Healthcare Technology Conference on March 5, 2026.
  • The company highlighted record new HSA sales driven by employer adoption to address rising healthcare costs & increased retail enrollment supported by product enhancements.