Healthequity (HQY) Retained Earnings (2014 - 2026)
Healthequity (HQY) posted Retained Earnings of $1.9 billion for Q3 2026, little changed on a QoQ basis from $1.9 billion in Q2 2026, and down 1.18% year-over-year from $1.9 billion in Q3 2025.
Analysis
Healthequity (HQY) Retained Earnings (2014 - 2026) Analysis & Trends
Healthequity has reported Retained Earnings for 13 years, with the latest figure at $1.9 billion in Q3 2026.
- On a quarterly basis, Retained Earnings fell 1.18% year-over-year to $1.9 billion in Q3 2026; TTM through Jul 2026 was $1.9 billion, a 1.18% decrease from a year earlier, with the FY2026 full-year figure at $1.9 billion, up 0.6% from the prior year.
- Retained Earnings was $1.9 billion for Q3 2026 at Healthequity, roughly flat from $1.9 billion in the prior quarter.
- The five-year high for Retained Earnings was $1.9 billion in Q3 2025, with the low at $1.7 billion in Q1 2022.
- Average Retained Earnings over 5 years is $1.8 billion, with a median of $1.9 billion recorded in 2024.
- The sharpest annual moves came in 2022 and 2026: Retained Earnings soared 44.73% in 2022, then fell 1.18% in 2026.
- Over 5 years, Retained Earnings stood at $1.7 billion in 2022, then advanced by 4.37% to $1.8 billion in 2023, then grew by 4.67% to $1.9 billion in 2024, then advanced by 1.28% to $1.9 billion in 2025, then slipped by 1.08% to $1.9 billion in 2026.
- The last three Retained Earnings figures came in at $1.9 billion (Q3 2026), $1.9 billion (Q2 2026), and $1.9 billion (Q1 2026), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank of New York Mellon | 111.85 Bn | 51.23 Bn | - | 48.91 Bn |
| 2 | State Street | 53.36 Bn | 53.36 Bn | - | - |
| 3 | Northern Trust | 34.15 Bn | 34.15 Bn | - | 17.71 Bn |
| 4 | Sei Investments | 13.24 Bn | 13.16 Bn | - | 813.82 Mn |
| 5 | Healthequity | 7.97 Bn | 7.71 Bn | 257.95 Mn | 1.90 Bn |
| 6 | AtlasClear Holdings | 28.46 Mn | -12.04 Mn | - | 157.78 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 1.90 Bn |
| Apr 30, 2026 | 1.90 Bn |
| Jan 31, 2026 | 1.92 Bn |
| Oct 31, 2025 | 1.92 Bn |
| Jul 31, 2025 | 1.92 Bn |
| Apr 30, 2025 | 1.91 Bn |
| Jan 31, 2025 | 1.91 Bn |
| Oct 31, 2024 | 1.89 Bn |
| Jul 31, 2024 | 1.89 Bn |
| Apr 30, 2024 | 1.86 Bn |
| Jan 31, 2024 | 1.83 Bn |
| Oct 31, 2023 | 1.81 Bn |
| Jul 31, 2023 | 1.79 Bn |
| Apr 30, 2023 | 1.76 Bn |
| Jan 31, 2023 | 1.75 Bn |
| Oct 31, 2022 | 1.73 Bn |
| Jul 31, 2022 | 1.71 Bn |
| Apr 30, 2022 | 1.69 Bn |
| Jan 31, 2022 | 1.68 Bn |
| Oct 31, 2021 | 1.66 Bn |