Healthequity (HQY) Return on Equity [ROE] (2014 - 2026)
Healthequity (HQY) recorded Return on Equity [ROE] of 11.72% in fiscal Q2 2027 (quarter ended Jul 31, 2026), up 4.89 percentage points from 6.83% a year earlier and up 0.61 percentage points from the prior quarter.
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Analysis
Healthequity (HQY) Return on Equity [ROE] (2014 - 2026) Analysis & Trends
For FY2026 (ended Jan 31, 2026), Healthequity reported Return on Equity [ROE] of 10.19%, up 5.53 percentage points from FY2025.
- Annual Return on Equity [ROE] has increased for four straight fiscal years, with a five-year change of +9.46 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Return on Equity [ROE] came in at 4.66% in FY2025 (+1.83 pp), 2.83% in FY2024 (+4.23 pp), -1.39% in FY2023 (+1.35 pp) and -2.74% in FY2022 (-3.47 pp).
- The fiscal Q2 2027 figure is the highest quarterly Return on Equity [ROE] since fiscal Q1 2020.
- On a year-over-year basis, Return on Equity [ROE] has increased for 15 consecutive quarters, with an average year-over-year change of +3.60 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Equity [ROE] in the last five years was a gain of 5.59 percentage points in fiscal Q4 2026, against a drop of 3.38 percentage points in fiscal Q2 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 11.11% (Q1 2027), 10.15% (Q4 2026) and 8.96% (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Robinhood Markets | 101.14 Bn | 82.23 Bn | - | 21.63% |
| 2 | Bank of New York Mellon | 98.14 Bn | 37.51 Bn | - | 14.03% |
| 3 | Cme | 94.12 Bn | 94.12 Bn | - | 16.14% |
| 4 | Intercontinental Exchange | 85.35 Bn | 79.16 Bn | - | 13.86% |
| 5 | Nasdaq | 51.71 Bn | 49.14 Bn | 1.50 Bn | 16.37% |
| 6 | State Street | 47.94 Bn | 47.94 Bn | - | - |
| 7 | Interactive Brokers | 38.49 Bn | 31.95 Bn | - | 22.51% |
| 8 | Northern Trust | 30.99 Bn | 30.99 Bn | - | 16.99% |
| 9 | Cboe Global Markets | 28.76 Bn | 20.41 Bn | 731.60 Mn | 24.60% |
| 10 | Healthequity | 7.33 Bn | 6.18 Bn | 257.95 Mn | 11.72% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 11.72% |
| Apr 30, 2026 | 11.11% |
| Jan 31, 2026 | 10.15% |
| Oct 31, 2025 | 8.96% |
| Jul 31, 2025 | 6.83% |
| Apr 30, 2025 | 5.75% |
| Jan 31, 2025 | 4.56% |
| Oct 31, 2024 | 4.52% |
| Jul 31, 2024 | 4.97% |
| Apr 30, 2024 | 3.89% |
| Jan 31, 2024 | 2.77% |
| Oct 31, 2023 | 1.48% |
| Jul 31, 2023 | 0.66% |
| Apr 30, 2023 | -0.44% |
| Jan 31, 2023 | -1.38% |
| Oct 31, 2022 | -3.14% |
| Jul 31, 2022 | -3.34% |
| Apr 30, 2022 | -2.98% |
| Jan 31, 2022 | -2.38% |
| Oct 31, 2021 | -0.33% |
API Access
Healthequity Return on Equity [ROE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=HQY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "HQY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=HQY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();