Healthequity HQY
NASDAQ HQY
$96.07 -2.71 (-2.74%)
At close: Sep 4, 2026 · 4:00 PM EDT

Healthequity (HQY) Invested Capital (2019 - 2026)

Healthequity (HQY) posted Invested Capital of $2.9 billion for Q3 2026, down 2.3% on a QoQ basis from $3.0 billion in Q2 2026, and down 7.36% year-over-year from $3.2 billion in Q3 2025.

Analysis

Healthequity (HQY) Invested Capital (2019 - 2026) Analysis & Trends

Healthequity has reported Invested Capital for 8 years, with the latest figure at $2.9 billion in Q3 2026.

  • On a quarterly basis, Invested Capital fell 7.36% year-over-year to $2.9 billion in Q3 2026; TTM through Jul 2026 was $2.9 billion, a 7.36% decrease from a year earlier, with the FY2026 full-year figure at $3.1 billion, down 3.36% from the prior year.
  • Invested Capital was $2.9 billion for Q3 2026 at Healthequity, down from $3.0 billion in the prior quarter.
  • The five-year high for Invested Capital was $3.3 billion in Q3 2024, with the low at $2.8 billion in Q2 2023.
  • Average Invested Capital over 5 years is $3.0 billion, with a median of $2.9 billion recorded in 2026.
  • The sharpest annual moves came in 2024 and 2026: Invested Capital climbed 15.42% in 2024, then retreated 7.36% in 2026.
  • Over 5 years, Invested Capital stood at $2.8 billion in 2022, then rose by 1.31% to $2.9 billion in 2023, then rose by 12.0% to $3.2 billion in 2024, then dropped by 2.79% to $3.1 billion in 2025, then declined by 6.26% to $2.9 billion in 2026.
  • The last three Invested Capital figures came in at $2.9 billion (Q3 2026), $3.0 billion (Q2 2026), and $3.1 billion (Q1 2026), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Bank of New York Mellon 111.85 Bn 51.23 Bn - 80.45 Bn
2 State Street 53.36 Bn 53.36 Bn - -
3 Northern Trust 34.15 Bn 34.15 Bn - 22.03 Bn
4 Sei Investments 13.24 Bn 13.16 Bn - 2.57 Bn
5 Healthequity 7.97 Bn 7.71 Bn 257.95 Mn 2.92 Bn
6 AtlasClear Holdings 28.46 Mn -12.04 Mn - 36.46 Mn
Historic Data

Historic Data

Download Data
DateValue
Jul 31, 2026 2.92 Bn
Apr 30, 2026 2.99 Bn
Jan 31, 2026 3.06 Bn
Oct 31, 2025 3.12 Bn
Jul 31, 2025 3.15 Bn
Apr 30, 2025 3.18 Bn
Jan 31, 2025 3.17 Bn
Oct 31, 2024 3.21 Bn
Jul 31, 2024 3.26 Bn
Apr 30, 2024 3.02 Bn
Jan 31, 2024 2.91 Bn
Oct 31, 2023 2.86 Bn
Jul 31, 2023 2.82 Bn
Apr 30, 2023 2.79 Bn
Jan 31, 2023 2.84 Bn
Oct 31, 2022 2.83 Bn
Jul 31, 2022 2.81 Bn
Apr 30, 2022 2.80 Bn
Jan 31, 2022 2.79 Bn
Oct 31, 2021 2.81 Bn