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Monday, January 13, 2025

HealthEquity Record Year-End HSA Sales Outlook, at J.P. Morgan

 HealthEquity, Inc. (NASDAQ: HQY) (“HealthEquity” or the “Company”), the nation’s largest health savings account (“HSA") custodian, today announced estimates of HSAs, HSA Assets and Total Accounts for its fiscal year ending January 31, 2025, reflecting a strong sales year with record New HSAs from Sales and strong custodial HSA Asset growth.

  • Estimated HSAs to be approximately 9.8 million by January 31, 2025, up from 8.7 million a year earlier.
  • Estimated HSA Assets to be approximately $31 billion, up from $25.2 billion at the end of fiscal year 2024, with approximately $17 billion of HSA Cash. Invested balances included in the estimated assets are subject to market fluctuation.
  • Estimated Total Accounts to be approximately 17 million compared to 15.7 million at the end of fiscal year 2024.
At the 43rd Annual J.P. Morgan Healthcare Conference on Wednesday, January 15, 2025, at 8:15 am Pacific Time in the Elizabethan Room of the St. Francis Hotel.

An audio webcast of the presentation along with a copy of the presentation slides will be available and archived on HealthEquity’s investor relations website at http://ir.healthequity.com.

https://www.globenewswire.com/news-release/2025/01/13/3008611/32142/en/HealthEquity-Announces-Record-Year-End-HSA-Sales-Outlook-Presentation-at-J-P-Morgan-Healthcare-Conference.html

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