SG Americas Securities LLC lessened its position in shares of Hims & Hers Health, Inc. (NYSE:HIMS – Free Report) by 11.1% in the 3rd quarter, HoldingsChannel reports. The fund owned 295,874 shares of the company’s stock after selling 36,994 shares during the period. SG Americas Securities LLC’s holdings in Hims & Hers Health were worth $16,782,000 as of its most recent SEC filing.
A number of other large investors also recently modified their holdings of HIMS. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Hims & Hers Health by 3.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 211,480 shares of the company’s stock worth $6,249,000 after purchasing an additional 6,876 shares in the last quarter. Arete Wealth Advisors LLC acquired a new stake in Hims & Hers Health in the first quarter valued at $300,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Hims & Hers Health by 23.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 418,699 shares of the company’s stock worth $12,373,000 after buying an additional 78,543 shares during the last quarter. Intech Investment Management LLC boosted its position in shares of Hims & Hers Health by 74.5% during the 1st quarter. Intech Investment Management LLC now owns 143,287 shares of the company’s stock worth $4,234,000 after acquiring an additional 61,195 shares in the last quarter. Finally, Geneos Wealth Management Inc. acquired a new position in shares of Hims & Hers Health during the 1st quarter worth about $30,000. 63.52% of the stock is owned by hedge funds and other institutional investors.
More Hims & Hers Health News
Here are the key news stories impacting Hims & Hers Health this week:
- Positive Sentiment: Board-authorized $250M share buyback and management confidence signal undervaluation; buyback reduces float and supports EPS/capital return narrative. Buyback Announcement
- Positive Sentiment: Bullish analyst/commentary highlights long runway: Seeking Alpha pieces argue growth via subscriptions, ARPU expansion, diagnostics and international launches could drive upside and improving unit economics; some analysts upgraded or raised coverage. Under‑Appreciated Upside
- Positive Sentiment: Sector policy tailwind: broader push to extend Medicare telehealth coverage (includes large players) could expand addressable market for telehealth platforms like HIMS if enacted. Medicare Telehealth Coverage
- Neutral Sentiment: International expansion (Canada, U.K.) and new categories (testosterone, menopause, labs) are progressing but have not yet driven material revenue acceleration; this is long‑lead and may be neutral near term. Expansion & Execution
- Neutral Sentiment: Mixed analyst landscape: coverage ranges from buy ratings and $85 targets to sells and a consensus near $45.50 — creates volatility as investors parse which thesis will play out. Analyst Coverage Summary
- Negative Sentiment: Recent operational signs of strain: Seeking Alpha notes HIMS is ~50% below all‑time highs after fading GLP‑1 momentum, sequential revenue deceleration, margin contraction and lowered FY guidance — these execution concerns are primary downward drivers. Growth Concerns
- Negative Sentiment: Insider selling: CFO Oluyemi Okupe sold 9,070 shares (and has sold multiple tranches since October), which can be read negatively by some investors as reduced insider conviction. CFO Insider Sale
Analyst Ratings Changes
Get Our Latest Research Report on HIMS
Hims & Hers Health Trading Down 4.4%
Shares of HIMS stock opened at $33.91 on Friday. The company has a market capitalization of $7.72 billion, a P/E ratio of 62.80, a price-to-earnings-growth ratio of 5.74 and a beta of 2.37. The company has a current ratio of 1.88, a quick ratio of 1.64 and a debt-to-equity ratio of 1.67. The business’s 50 day moving average is $37.16 and its two-hundred day moving average is $46.26. Hims & Hers Health, Inc. has a twelve month low of $23.97 and a twelve month high of $72.98.
Hims & Hers Health (NYSE:HIMS – Get Free Report) last issued its quarterly earnings results on Monday, November 3rd. The company reported $0.06 earnings per share for the quarter, missing the consensus estimate of $0.09 by ($0.03). Hims & Hers Health had a return on equity of 24.67% and a net margin of 6.05%.The company had revenue of $598.98 million for the quarter, compared to analyst estimates of $578.99 million. During the same period in the prior year, the business earned $0.32 earnings per share. Hims & Hers Health’s revenue for the quarter was up 49.2% compared to the same quarter last year. Equities analysts forecast that Hims & Hers Health, Inc. will post 0.29 EPS for the current year.
Hims & Hers Health declared that its Board of Directors has authorized a share buyback program on Monday, November 17th that allows the company to buyback $250.00 million in outstanding shares. This buyback authorization allows the company to buy up to 3% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s board of directors believes its stock is undervalued.
Insider Buying and Selling
In related news, COO Michael Chi sold 13,750 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $36.71, for a total value of $504,762.50. Following the completion of the sale, the chief operating officer owned 305,161 shares in the company, valued at $11,202,460.31. This trade represents a 4.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Deborah M. Autor sold 7,054 shares of Hims & Hers Health stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $36.71, for a total value of $258,952.34. Following the completion of the sale, the insider directly owned 6,175 shares in the company, valued at $226,684.25. This represents a 53.32% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 139,773 shares of company stock worth $5,426,472. 13.71% of the stock is currently owned by insiders.
Hims & Hers Health Company Profile
Hims & Hers Health, Inc is a telehealth platform providing direct-to-consumer personal care products and virtual medical services in the United States. Operating under the Hims & Hers brand, the company offers an integrated digital experience that connects users with licensed healthcare providers, enabling online consultations and prescriptions for a range of conditions. Its telemedicine infrastructure supports both prescription medications and over-the-counter products, with home delivery to patients’ doorsteps.
The company’s product portfolio addresses key areas of men’s and women’s health, including hair loss treatments, sexual wellness therapies, skincare regimens and mental health support.
Recommended Stories
- Five stocks we like better than Hims & Hers Health
- Elon Taking SpaceX Public! $100 Pre-IPO Opportunity!
- Do not delete, read immediately
- This stock gets a 94 out of 100
- First Time Since 2007: All Warnings Active
- Executive Order 14330: Trump’s Biggest Yet
Want to see what other hedge funds are holding HIMS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Hims & Hers Health, Inc. (NYSE:HIMS – Free Report).
Receive News & Ratings for Hims & Hers Health Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Hims & Hers Health and related companies with MarketBeat.com's FREE daily email newsletter.
