Rep. Lisa C. McClain Sells HealthEquity, Inc. (NASDAQ:HQY) Stock

Key Points

• Rep. Lisa C. McClain sold between $1,001 and $15,000 in HealthEquity, Inc. shares on June 17, as part of a series of other stock transactions in recent weeks.
• HealthEquity's stock opened at $89.04 and is down 1.0%, with a market cap of $7.70 billion and a P/E ratio of 64.99.
• Analysts have upgraded HealthEquity to a "buy" rating, with price targets ranging from $117 to $125 following a strong earnings report exceeding expectations.

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 Trading Down 1.9%

Shares of HQY traded down $1.6720 during trading hours on Monday, hitting $88.1480. 345,705 shares of the stock were exchanged, compared to its average volume of 1,004,471. HealthEquity, Inc. has a fifty-two week low of $73.84 and a fifty-two week high of $116.65. The company has a debt-to-equity ratio of 0.50, a current ratio of 4.06 and a quick ratio of 4.06. The business has a 50-day moving average of $96.78 and a 200-day moving average of $96.43. The firm has a market capitalization of $7.62 billion, a P/E ratio of 64.43, a price-to-earnings-growth ratio of 1.39 and a beta of 0.54.

HealthEquity (NASDAQ:HQY - Get Free Report) last posted its quarterly earnings data 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 during the quarter, compared to analysts' expectations of $322.25 million. During the same period in the prior year, the company posted $0.80 earnings per share. HealthEquity has set its FY 2026 guidance at 3.610-3.78 EPS. On average, research analysts expect that HealthEquity, Inc. will post 2.32 EPS for the current year.

Insider Buying and Selling at HealthEquity

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

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Cim Investment Management Inc. lifted its stake in shares of HealthEquity by 100.5% in the second quarter. Cim Investment Management Inc. now owns 7,834 shares of the company's stock valued at $786,000 after buying an additional 3,927 shares in the last quarter. B. Riley Wealth Advisors Inc. bought a new position in shares of HealthEquity in the second quarter valued at $273,000. Ashford Capital Management Inc. lifted its stake in shares of HealthEquity by 1.6% in the second quarter. Ashford Capital Management Inc. now owns 279,404 shares of the company's stock valued at $29,270,000 after buying an additional 4,405 shares in the last quarter. Tower Research Capital LLC TRC lifted its stake in shares of HealthEquity by 222.5% in the second quarter. Tower Research Capital LLC TRC now owns 14,121 shares of the company's stock valued at $1,479,000 after buying an additional 9,742 shares in the last quarter. Finally, Corient Private Wealth LLC bought a new position in shares of HealthEquity in the second quarter valued at $518,000. 99.55% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. The Goldman Sachs Group increased their price objective on shares of HealthEquity from $94.00 to $104.00 and gave the stock a "neutral" rating in a research report on Wednesday, June 4th. Bank of America increased their target price on shares of HealthEquity from $110.00 to $125.00 and gave the stock a "buy" rating in a research note on Wednesday, June 4th. Deutsche Bank Aktiengesellschaft increased their target price on shares of HealthEquity from $98.00 to $115.00 and gave the stock a "buy" rating in a research note on Thursday, June 5th. JMP Securities increased their target price on shares of HealthEquity from $110.00 to $117.00 and gave the stock a "market outperform" rating in a research note on Wednesday, June 4th. Finally, Wall Street Zen raised shares of HealthEquity from a "hold" rating to a "buy" rating in a research note on Friday, June 6th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Buy" and a consensus target price of $118.55.

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.