HQY
HealthEquity, Inc. · $100.61 (-0.4%) · mkt cap $8.4B · P/E 37.7
2 hub catalysts across 1 sources · backtest → · ← Ticker Explorer
U.S. House — Congressional Trades
Signal summary
Signals divergeBullish and bearish forces are in conflict here — weigh both columns.
49▲ Bullishconviction from hub signals
Bullish factors
- Congress bought (2)
- 2 analyst upgrades
Bearish factors
- 1 analyst downgrade
- Insiders net selling (12 vs 0)
Best strategy
2-yr backtest · by SharpeRSI Mean-Reversion has fit HQY best over 2 years (+114.7%, Sharpe 1.26). Historical/in-sample — walk-forward all 19 →
| # | Strategy | Return | Sharpe | Beats B&H |
|---|---|---|---|---|
| 1 | RSI Mean-Reversion | +114.7% | 1.26 | ✓ |
| 2 | Buy & Hold (baseline) | +29.2% | 0.53 | |
| 3 | SMA Crossover | +19.1% | 0.42 |
Price — 1 year
daily closeInsider activity
0 open-market buysOfficers & directors trading their own stock (SEC Form 4). Buys are bullish; sells shown for context.
| Date | Action | Insider | Shares | Value |
|---|---|---|---|---|
| 2026-07-10 | SELL | Fiore Michael Henry | 2,354 | $224K |
| 2026-07-02 | SELL | Fiore Michael Henry | 2,470 | $235K |
| 2026-05-29 | SELL | Fiore Michael Henry | 3,142 | $298K |
| 2026-05-28 | SELL | Ladd Delano W Iv | 7,500 | $675K |
| 2026-05-28 | SELL | Wellborn Gayle Furgurson | 2,439 | $220K |
| 2025-12-19 | SELL | Ladd Delano W Iv | 1,500 | $142K |
| 2025-12-18 | SELL | Rosner Elimelech | 10,959 | $1.0M |
| 2025-12-12 | SELL | Wellborn Gayle Furgurson | 4,339 | $425K |
| 2025-11-20 | SELL | Ladd Delano W Iv | 1,500 | $157K |
| 2025-10-20 | SELL | Ladd Delano W Iv | 1,500 | $138K |
| 2025-10-07 | SELL | Fiore Michael Henry | 1,781 | $157K |
| 2025-09-19 | SELL | Ladd Delano W Iv | 6,000 | $565K |
Analyst ratings
live · 5 changes| Date | Action | Analyst | Rating Change |
|---|---|---|---|
| 2026-04-09 | Upgrade | BMO Capital | Market Perform → Outperform |
| 2026-01-09 | Downgrade | Goldman Sachs | Neutral → Sell |
| 2025-12-09 | Initiated | Barclays | Overweight |
| 2025-11-13 | Initiated | BMO Capital | Market Perform |
| 2025-03-25 | Upgrade | Raymond James | Outperform → Strong Buy |
Catalyst timeline
2 hub signalsAlt-Data Signal Hub · collected signals updated 2026-07-04 10:58 UTC (refreshed daily) · market & option prices are always live on load · display-only, not advice