HealthEquity Beheer

Beheer criteriumcontroles 2/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Scott Cutler

Algemeen directeur

n/a

Totale compensatie

Percentage CEO-salaris	n/a
Dienstverband CEO	no data
Eigendom CEO	n/a
Management gemiddelde ambtstermijn	2.8yrs
Gemiddelde ambtstermijn bestuur	7.4yrs

Recente managementupdates

Recent updates

CEO

Scott Cutler (53 yo)

no data

Tenure

Mr. Scott R. Cutler is CEO, President & Director of HealthEquity, Inc. from January 6, 2025. Mr. Scott R. Cutler serves as an Independent Director of Brookfield Renewable Partners Limited for Brookfield Re...

Leiderschapsteam

Naam	Positie	Tenure	Compensatie	Eigendom
Stephen Neeleman	Founder & Vice Chairman	22.2yrs	US$3.04m	0.95% € 82.5m
James Lucania	CFO & Executive VP	1.3yrs	US$5.23m	0.011% € 978.9k
Elimelech Rosner	Executive VP & CTO	2.8yrs	US$4.81m	0.0042% € 363.5k
Delano Ladd	Executive VP	8.3yrs	US$2.64m	0.046% € 4.0m
Jon Kessler	Director & Special Advisor	no data	US$13.45m	0.35% € 30.8m
Scott Cutler	CEO, President & Director	no data	geen gegevens	geen gegevens
Richard Putnam	Vice President of Investor Relations	no data	geen gegevens	geen gegevens
Steve Lindsay	Executive Vice President of Sales & Relationship Management	3.4yrs	geen gegevens	geen gegevens
Brad Bennion	Executive Vice President of Corporate Development & Strategy	7.8yrs	geen gegevens	geen gegevens
Tia Padia	Executive VP & Chief Marketing Officer	3yrs	geen gegevens	geen gegevens
Cheryl King	Executive VP & Chief People Officer	1.8yrs	geen gegevens	geen gegevens
Kamesh Tumsi	Senior VP & Head of Product	2.2yrs	geen gegevens	geen gegevens

2.8yrs

Gemiddelde duur

54.5yo

Gemiddelde leeftijd

Ervaren management: Het managementteam van 2HE wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.8 jaar).

Bestuursleden

Naam	Positie	Tenure	Compensatie	Eigendom
Stephen Neeleman	Founder & Vice Chairman	22.2yrs	US$3.04m	0.95% € 82.5m
Jon Kessler	Director & Special Advisor	15.8yrs	US$13.45m	0.35% € 30.8m
Scott Cutler	CEO, President & Director	no data	geen gegevens	geen gegevens
Adrian Dillon	Independent Director	8.3yrs	US$297.50k	0.063% € 5.5m
Robert Selander	Independent Non-Executive Chairman	9.3yrs	US$362.50k	0.080% € 6.9m
Paul Black	Independent Director	2.3yrs	US$272.50k	0.0051% € 441.9k
Evelyn Dilsaver	Independent Director	10.4yrs	US$290.00k	0.037% € 3.2m
Stuart Parker	Independent Director	4.1yrs	US$280.00k	0.0065% € 569.2k
Gayle Wellborn	Independent Director	7.4yrs	US$278.87k	0.018% € 1.5m
Debra McCowan	Independent Director	6.8yrs	US$275.00k	0.0060% € 526.5k
Rajesh Natarajan	Independent Director	2.7yrs	US$272.50k	0.0097% € 844.6k

7.4yrs

Gemiddelde duur

62yo

Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van 2HE wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.4 jaar).

Bedrijfsanalyse en status van financiële gegevens

Gegevens	Laatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse	2025/01/22 16:51
Aandelenkoers aan het einde van de dag	2025/01/22 00:00
Inkomsten	2024/10/31
Jaarlijkse inkomsten	2024/01/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

Pakket	Gegevens	Tijdframe	Voorbeeld Amerikaanse bron ^*
Financiële gegevens bedrijf	10 jaar	Resultatenrekening Kasstroomoverzicht Balans	SEC-formulier 10-K SEC-formulier 10-Q
Consensus schattingen analisten	+3 jaar	Financiële prognoses Koersdoelen analisten	Onderzoeksrapporten van analisten Blue Matrix
Marktprijzen	30 jaar	Aandelenprijzen Dividenden, splitsingen en acties	ICE Marktgegevens SEC-formulier S-1
Eigendom	10 jaar	Top aandeelhouders Handel met voorkennis	SEC-formulier 4 SEC-formulier 13D
Beheer	10 jaar	Leiderschapsteam Raad van bestuur	SEC-formulier 10-K SEC-formulier DEF 14A
Belangrijkste ontwikkelingen	10 jaar	Bedrijfsaankondigingen	SEC-formulier 8-K

^* voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige regelgevingsformulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Lees hier meer.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren, zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen voor het gebruik van onze rapporten en tutorials op Youtube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op .

Bronnen van analisten

HealthEquity, Inc. wordt gevolgd door 24 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

Analist	Instelling
Mark Marcon	Baird
Ishan Majumdar	Baptista Research
Alexander Paris	Barrington Research Associates, Inc.

HealthEquity Beheer

Beheer criteriumcontroles 2/4

Belangrijke informatie

Recente managementupdates

HealthEquity, Inc. Announces CEO Changes, Effective January 6, 2025

Executive VP & CTO recently sold €853k worth of stock

HealthEquity, Inc., Annual General Meeting, Jun 27, 2024

HealthEquity, Inc. Announces the Termination of the Employment of Larry Trittschuh, Executive Vice President and Chief Security Officer

Executive VP & CTO recently sold €607k worth of stock

HealthEquity, Inc. Announces Change of CFO

Recent updates

HealthEquity, Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2025 and Fiscal Year Ending January 31, 2026

HealthEquity, Inc. and WageWorks, Inc. Settle Their Lawsuit with Union Mesa 1, LLC

HealthEquity, Inc. and WageWorks, Inc. Settle Their Lawsuit with Union Mesa 1, LLC

HealthEquity, Inc. Announces CEO Changes, Effective January 6, 2025

HealthEquity, Inc. to Report Q3, 2025 Results on Dec 09, 2024

HealthEquity, Inc Launches HSAnswers

Executive VP & CTO recently sold €853k worth of stock

Second quarter 2025 earnings released: EPS: US$0.41 (vs US$0.12 in 2Q 2024)

HealthEquity, Inc. (NasdaqGS:HQY) announces an Equity Buyback for $300 million worth of its shares.

HealthEquity, Inc. to Report Q2, 2025 Results on Sep 03, 2024

HealthEquity, Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2025

First quarter 2025 earnings released: EPS: US$0.33 (vs US$0.048 in 1Q 2024)

HealthEquity, Inc. to Report Q1, 2025 Results on Jun 03, 2024

HealthEquity, Inc., Annual General Meeting, Jun 27, 2024

Full year 2024 earnings released: EPS: US$0.65 (vs US$0.31 loss in FY 2023)

HealthEquity, Inc. to Report Q4, 2024 Results on Mar 19, 2024

HealthEquity, Inc. Provides Earnings Guidance for the Fiscal Year Ended January 31, 2024 and Fiscal Year Ending January 31, 2025

Third quarter 2024 earnings released: EPS: US$0.17 (vs US$0.019 loss in 3Q 2023)

HealthEquity, Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2024 and 2025

HealthEquity, Inc. to Report Q3, 2024 Results on Dec 05, 2023

HealthEquity, Inc. (NasdaqGS:HQY) entered into a definitive agreement to acquire BenefitWallet’s Health Savings Account (HSA) portfolio from Conduent Business Services, LLC for $425 million.

Now 21% undervalued

HealthEquity, Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2024

Second quarter 2024 earnings released: EPS: US$0.12 (vs US$0.13 loss in 2Q 2023)

HealthEquity, Inc. to Report Q2, 2024 Results on Sep 05, 2023

HealthEquity, Inc. Announces the Termination of the Employment of Larry Trittschuh, Executive Vice President and Chief Security Officer

Executive VP & CTO recently sold €607k worth of stock

HealthEquity, Inc. Announces Change of CFO

First quarter 2024 earnings released: EPS: US$0.048 (vs US$0.16 loss in 1Q 2023)

HealthEquity, Inc. Provides Earnings Guidance for the Year Ending January 31, 2024

HealthEquity, Inc. to Report Q1, 2024 Results on Jun 05, 2023

Full year 2023 earnings released: US$0.31 loss per share (vs US$0.53 loss in FY 2022)

Now 22% undervalued after recent price drop

Independent Director recently sold €305k worth of stock

HealthEquity, Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2023 and January 31, 2024

Third quarter 2023 earnings released: US$0.019 loss per share (vs US$0.06 loss in 3Q 2022)

HealthEquity, Inc. to Report Q3, 2023 Results on Dec 06, 2022

Independent Director recently sold €312k worth of stock

Independent Director recently sold €1.8m worth of stock

Second quarter 2023 earnings released: US$0.13 loss per share (vs US$0.046 loss in 2Q 2022)

HealthEquity, Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2023

Healthequity, Inc. Elects Paul M. Black to Board of Directors and to Audit and Risk Committee and Talent, Compensation and Culture Committee

HealthEquity, Inc. to Report Q2, 2023 Results on Sep 06, 2022

HealthEquity, Inc. Announces Executive Changes

First quarter 2023 earnings released: US$0.16 loss per share (vs US$0.032 loss in 1Q 2022)

HealthEquity, Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2023

HealthEquity, Inc. to Report Q1, 2023 Results on Jun 06, 2022

HealthEquity, Inc., Annual General Meeting, Jun 23, 2022

HealthEquity, Inc. Expands Board of Directors

Insufficient new directors

HealthEquity, Inc. to Report Q4, 2022 Results on Mar 22, 2022

HealthEquity, Inc. Provides Revenue Guidance for the Fiscal Year 2023

Independent Director recently bought €949k worth of stock

HealthEquity, Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2022

Third quarter 2022 earnings: EPS in line with expectations, revenues disappoint

Independent Director recently sold €462k worth of stock

HealthEquity, Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2022

Second quarter 2022 earnings released: EPS US$0.56 (vs US$0.002 loss in 2Q 2021)

Executive Vice President of Sales William Otten has left the company

Independent Director recently sold €647k worth of stock

Independent Director recently sold €290k worth of stock

Healthequity, Inc. Revises Earnings Guidance for the Fiscal Year Ending January 31, 2022

HealthEquity, Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2022

First quarter 2022 earnings released: US$0.032 loss per share (vs US$0.026 profit in 1Q 2021)

HealthEquity, Inc. (NasdaqGS:HQY) entered into a Custodial Transfer and Asset Purchase Agreement to acquire Health Savings Account Business of Fifth Third Bancorp from Fifth Third Bank, National Association for $60.8 million.

Full year 2021 earnings released: EPS US$0.12 (vs US$0.59 in FY 2020)

Full year 2021 earnings released: EPS US$0.12 (vs US$0.59 in FY 2020)

HealthEquity, Inc. (NasdaqGS:HQY) acquired Luum from Evan McCordick for $67.2 million.

HealthEquity, Inc. to Report Q4, 2021 Results on Mar 15, 2021