HQY HEALTHEQUITY, INC.

MIXED Impact: 5/10 Insider Cluster (3 insiders)
Horizon weeks Filed Jun 2, 2026 Processed 12d 11h ago
Insider cluster: 3 insiders, $1.2M total
Latest settled — T+1d
HQY ▲ +0.96% at T+1d
NEUTRAL call ✓ call won +0.96% · α vs SPY +0.56% · entry $85.21 → $86.03
Next anchor: T+5d due 6d ago
Last close $88.34 (close Jun 12) · +3.67% from $85.21 entry
Entry anchored
Jun 2, 2026
via day open
T+1d
+0.96%
call +0.96% · α +0.56%
$86.03
settled 12d ago
T+5d
call — · α —
due 6d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Three HQY insiders (EVP General Counsel, EVP Chief Commercial Officer, and a Director) sold a total of ~$1.19M in open-market sales within 7 days of the company's strong Q1 FY27 earnings release (May 28, 2026). The earnings beat on revenue and EPS, raised guidance, and a $1B buyback authorization are clearly positive, but the insider selling cluster — particularly the EVP General Counsel's $675K sale — introduces a cautionary signal that partially offsets the bullish earnings read.

Key Financial Metrics

Direction
selling
Total Value
$1.2M
Insiders
3

Actionable Insight

The strong earnings beat and raised guidance are the dominant signal, but the cluster of insider sales (especially the EVP General Counsel's $675K sale) on the same day as the earnings release warrants monitoring. The sales are small relative to market cap but involve senior executives. Watch for any follow-on insider sales in the next 30 days; if they continue, it would reduce confidence in the earnings narrative. The $1B buyback authorization provides a floor.

Key Facts

  • Three insiders sold a total of ~$1.19M in open-market sales (May 28-29, 2026)
  • EVP General Counsel Ladd Delano sold 7,500 shares for $675K on May 28
  • EVP Chief Commercial Officer Fiore sold 3,142 shares for $298K on May 29
  • Director Wellborn sold 2,439 shares for $220K on May 28 (also exercised options)
  • Q1 FY27 revenue $354.6M (+7% YoY), net income $69.4M (+29% YoY), EPS $0.82 (+34% YoY)
  • Adjusted EBITDA margin expanded to 46% from 42% YoY
  • FY27 guidance raised: revenue $1.41-1.42B, Adj. EBITDA $625-633M
  • Board authorized additional $1.0B share repurchase program
  • Company repurchased 1.5M shares for $123M in Q1

Financial Impact

Insider sales total ~$1.19M, representing ~0.016% of $7.6B market cap — trivial in size but notable for timing and seniority

insider sellingshare repurchaseearnings growth

Risk Factors

  • Insider sales may indicate executives see limited near-term upside despite strong results
  • Revenue growth of 7% is modest; acceleration needed to sustain premium valuation
  • FY27 guidance implies ~7% revenue growth at midpoint — deceleration from prior year's pace

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
90% bullish (20 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-HQY-1780434245557
5 reports for HQY
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for HQY — sortable, filterable
Type Now
Jun 2, 2026
12d ago
Insider Cluster
MIXED ★ 5/10
$85.21 $86.03▲ +0.96%▲ +0.56%$88.34 (+3.67%)
May 28, 2026
17d ago
8-K
BULLISH ★ 7/10
$87.99 $90.64▲ +3.01%▲ +2.75%$88.34 (+0.40%)
May 28, 2026
17d ago
Press Release
MIXED ★ 6/10
$87.99 $90.64▲ +3.01%▲ +2.74%$88.34 (+0.40%)
May 8, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$81.65 $81.65· 0.00%▲ +0.14%$88.34 (+8.19%)
Mar 17, 2026
12w ago
Press Release
BULLISH ★ 8/10
$79.57 $81.13▲ +1.96%▲ +2.23%$88.34 (+11.02%)
Showing 5 of 5

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