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HealthEquity Announces Fiscal Year 2027 Outlook Presentation at J.P. Morgan Healthcare Conference

HealthEquity, Inc. (HQY) | January 12, 2026

By Sam Nelson

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HealthEquity, Inc. (NASDAQ: HQY) announced its initial outlook for fiscal year 2027 at the J.P. Morgan Healthcare Conference. The company shared its revenue expectations, Adjusted EBITDA margin projections, and HSA Cash yield for the upcoming fiscal year. HealthEquity aims to drive durable growth and create shareholder value by leveraging its scale and ecosystem of integrated Network Partners.

HealthEquity anticipates revenues in the range of $1.38 billion to $1.41 billion for the fiscal year 2027. Alongside, the company targets an Adjusted EBITDA margin between 43.8% and 44.3% with a yield on HSA Cash of approximately 3.75%. These projections highlight HealthEquity's commitment to financial performance and efficiency for the year ending January 31, 2027.

HealthEquity's strategic focus on growth is underpinned by its effort to enhance security and trustworthiness within its operations. By aligning with over 200 integrated Network Partners, HealthEquity strengthens its ability to offer a wide array of consumer-directed benefits, positioning itself as a comprehensive healthcare finance solution provider.

Revenue Expectation

HealthEquity anticipates revenues in the range of $1.38 billion to $1.41 billion for fiscal year 2027, showcasing its optimistic growth outlook.

Adjusted EBITDA Margin

The company is aiming for an Adjusted EBITDA margin of 43.8% to 44.3% in fiscal year 2027, reflecting its emphasis on operational efficiency and profitability.

HSA Cash Yield

HealthEquity forecasts a yield on HSA Cash of approximately 3.75% in 2027, signaling its focus on maximizing returns on invested funds.

  • HealthEquity's strategic initiatives to modernize its operations and prioritize security and trust have positioned it favorably for sustainable growth and operational excellence in the healthcare finance sector.
  • The company's extensive ecosystem of integrated Network Partners not only enhances its service offerings but also strengthens its competitive advantage by providing a diverse range of consumer-directed benefits, fostering long-term customer loyalty and revenue growth.

HealthEquity's outlook for fiscal year 2027 reflects a strategic roadmap focused on driving growth and creating value for shareholders. By emphasizing innovation in healthcare solutions and fostering strategic partnerships, HealthEquity aims to solidify its position as a leader in the healthcare finance industry.