Rep. Lisa C. McClain Sells Off Shares of HealthEquity, Inc. (NASDAQ:HQY)

Representative Lisa C. McClain (R-Michigan) recently sold shares of HealthEquity, Inc. (NASDAQ:HQY). In a filing disclosed on August 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in HealthEquity stock on June 17th. The trade occurred in the Representative’s “CHARLES SCHWAB BROKERAGE ACCOUNT 924” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Autoliv (NYSE:ALV) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Applied Materials (NASDAQ:AMAT) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Arthur J. Gallagher & Co. (NYSE:AJG) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of SAP (NYSE:SAP) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of XPO (NYSE:XPO) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of Lithia Motors (NYSE:LAD) on 7/22/2025.
• Sold $1,001 – $15,000 in shares of Sanofi (NASDAQ:SNY) on 7/22/2025.
• Sold $1,001 – $15,000 in shares of Waters (NYSE:WAT) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of Group 1 Automotive (NYSE:GPI) on 7/22/2025.

HealthEquity Stock Down 1.0%

Shares of NASDAQ HQY opened at $89.04 on Thursday. HealthEquity, Inc. has a 52-week low of $73.63 and a 52-week high of $116.65. The company has a debt-to-equity ratio of 0.50, a quick ratio of 4.06 and a current ratio of 4.06. The stock has a market cap of $7.70 billion, a P/E ratio of 64.99, a P/E/G ratio of 1.39 and a beta of 0.54. The firm has a 50 day moving average price of $97.33 and a 200 day moving average price of $96.93.

HealthEquity (NASDAQ:HQY) last posted its earnings results on Tuesday, June 3rd. The company reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.16. HealthEquity had a net margin of 9.80% and a return on equity of 11.01%. The company had revenue of $330.80 million for the quarter, compared to analyst estimates of $322.25 million. During the same period last year, the business posted $0.80 earnings per share. HealthEquity has set its FY 2026 guidance at 3.610-3.78 EPS. Analysts expect that HealthEquity, Inc. will post 2.32 EPS for the current year.

Insider Activity at HealthEquity

In other HealthEquity news, Director Jon Kessler sold 134,183 shares of HealthEquity stock in a transaction on Friday, June 6th. The shares were sold at an average price of $112.08, for a total value of $15,039,230.64. Following the sale, the director directly owned 253,510 shares in the company, valued at approximately $28,413,400.80. The trade was a 34.61% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Michael Henry Fiore sold 1,794 shares of the stock in a transaction dated Monday, July 7th. The stock was sold at an average price of $101.73, for a total transaction of $182,503.62. Following the transaction, the executive vice president owned 53,225 shares of the company’s stock, valued at approximately $5,414,579.25. This represents a 3.26% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 291,744 shares of company stock valued at $32,705,007. Corporate insiders own 1.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on HQY shares. Wall Street Zen upgraded HealthEquity from a “hold” rating to a “buy” rating in a report on Friday, June 6th. Raymond James Financial reaffirmed a “strong-buy” rating and set a $120.00 price target (up previously from $115.00) on shares of HealthEquity in a research report on Tuesday, July 8th. Bank of America lifted their price objective on HealthEquity from $110.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, June 4th. Royal Bank Of Canada boosted their price objective on HealthEquity from $112.00 to $117.00 and gave the company an “outperform” rating in a research report on Wednesday, June 4th. Finally, JMP Securities raised their target price on shares of HealthEquity from $110.00 to $117.00 and gave the stock a “market outperform” rating in a report on Wednesday, June 4th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, HealthEquity currently has a consensus rating of “Buy” and an average target price of $118.55.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the company. Wealth Enhancement Advisory Services LLC boosted its position in HealthEquity by 24.7% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 6,380 shares of the company’s stock worth $564,000 after acquiring an additional 1,265 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of HealthEquity by 7,983.6% in the first quarter. Mirae Asset Global Investments Co. Ltd. now owns 24,655 shares of the company’s stock valued at $2,179,000 after purchasing an additional 24,350 shares during the last quarter. GAMMA Investing LLC lifted its position in shares of HealthEquity by 25.9% in the first quarter. GAMMA Investing LLC now owns 1,571 shares of the company’s stock worth $139,000 after purchasing an additional 323 shares in the last quarter. Wells Fargo & Company MN lifted its position in shares of HealthEquity by 4.7% in the fourth quarter. Wells Fargo & Company MN now owns 124,940 shares of the company’s stock worth $11,988,000 after purchasing an additional 5,594 shares in the last quarter. Finally, WCM Investment Management LLC acquired a new position in HealthEquity during the first quarter worth $20,230,000. 99.55% of the stock is currently owned by institutional investors.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

About HealthEquity

HealthEquity, Inc provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, receive personalized benefit information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts.