Michael Henry Fiore Sells 2,354 Shares of HealthEquity (NASDAQ:HQY) Stock

Posted by Stanley Muller on Jul 16th, 2026

HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) EVP Michael Henry Fiore sold 2,354 shares of HealthEquity stock in a transaction on Friday, July 10th. The stock was sold at an average price of $95.00, for a total transaction of $223,630.00. Following the sale, the executive vice president directly owned 52,244 shares of the company’s stock, valued at approximately $4,963,180. This trade represents a 4.31% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Michael Henry Fiore also recently made the following trade(s):

On Thursday, July 2nd, Michael Henry Fiore sold 2,470 shares of HealthEquity stock. The stock was sold at an average price of $95.00, for a total transaction of $234,650.00.
On Friday, May 29th, Michael Henry Fiore sold 3,142 shares of HealthEquity stock. The shares were sold at an average price of $95.00, for a total value of $298,490.00.

HealthEquity Stock Up 0.6%

HealthEquity stock opened at $95.07 on Thursday. HealthEquity, Inc. has a 1-year low of $72.76 and a 1-year high of $105.96. The company has a debt-to-equity ratio of 0.46, a current ratio of 3.44 and a quick ratio of 3.44. The stock has a market cap of $7.95 billion, a PE ratio of 35.61, a P/E/G ratio of 1.59 and a beta of 0.21. The stock’s fifty day moving average is $88.21 and its two-hundred day moving average is $84.66.

HealthEquity (NASDAQ:HQY – Get Free Report) last released its quarterly earnings data on Thursday, May 28th. The company reported $1.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.11 by $0.13. HealthEquity had a return on equity of 14.75% and a net margin of 17.25%.The business had revenue of $354.64 million during the quarter, compared to analysts’ expectations of $352.02 million. The firm’s quarterly revenue was up 7.2% on a year-over-year basis. HealthEquity has set its FY 2027 guidance at 2.880-2.950 EPS. On average, sell-side analysts expect that HealthEquity, Inc. will post 3.92 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. BMO Capital Markets upgraded shares of HealthEquity from a “market perform” rating to an “outperform” rating and increased their price target for the company from $85.00 to $105.00 in a research note on Thursday, April 9th. Royal Bank Of Canada boosted their price objective on shares of HealthEquity from $100.00 to $108.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 3rd. Citigroup restated a “market outperform” rating on shares of HealthEquity in a report on Monday, June 1st. Citizens Jmp increased their target price on shares of HealthEquity from $110.00 to $111.00 and gave the company a “market outperform” rating in a research report on Monday, June 1st. Finally, JPMorgan Chase & Co. cut their price target on shares of HealthEquity from $129.00 to $123.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 18th. Eleven investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $110.57.

View Our Latest Report on HealthEquity

Institutional Investors Weigh In On HealthEquity

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Sivia Capital Partners LLC purchased a new stake in HealthEquity in the 2nd quarter valued at $306,000. Arrowstreet Capital Limited Partnership purchased a new position in HealthEquity during the 2nd quarter worth $4,747,000. Marshall Wace LLP acquired a new stake in shares of HealthEquity in the 2nd quarter worth $5,483,000. Amundi lifted its stake in shares of HealthEquity by 9.3% in the 2nd quarter. Amundi now owns 30,203 shares of the company’s stock worth $3,059,000 after acquiring an additional 2,574 shares during the period. Finally, Jump Financial LLC purchased a new stake in shares of HealthEquity in the second quarter valued at about $449,000. Hedge funds and other institutional investors own 99.55% of the company’s stock.

About HealthEquity

(Get Free Report)

HealthEquity, Inc (NASDAQ: HQY) is a leading administrator of consumer-directed health accounts and related benefit solutions in the United States. Founded in 2002 and headquartered in Draper, Utah, the company specializes in health savings accounts (HSAs) and offers complementary services such as flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), COBRA administration and commuter benefits. Through its technology-driven platform, HealthEquity enables employers, health plans and individuals to streamline account management, improve cost transparency and encourage more informed healthcare spending.

Serving millions of members across all 50 states, HealthEquity leverages an open-architecture ecosystem that integrates with health plans, payroll providers and financial institutions.