B. Metzler seel. Sohn & Co. AG Purchases New Holdings in Hims & Hers Health, Inc. $HIMS

Key Points

• B. Metzler seel. Sohn & Co. AG acquired 86,300 Hims & Hers shares in the second quarter, valued at approximately $2.99 million. Institutional investors and hedge funds collectively own 63.52% of the company.
• Hims & Hers reported 38.2% year-over-year revenue growth to $753.2 million, exceeding estimates, but missed earnings expectations with a quarterly loss of $0.37 per share. The company continues to face profitability pressure.
• Analyst sentiment remains cautious, with a consensus “Hold” rating and an average price target of $32.50. Recent insider sales and securities-fraud litigation allegations add further risks for investors.

B. Metzler seel. Sohn & Co. AG acquired a new stake in shares of Hims & Hers Health, Inc. (NYSE:HIMS - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 86,300 shares of the company's stock, valued at approximately $2,992,000.

A number of other hedge funds also recently added to or reduced their stakes in HIMS. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of Hims & Hers Health by 23.1% during the first 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 purchasing an additional 78,543 shares during the last quarter. Geneos Wealth Management Inc. acquired a new position in Hims & Hers Health in the 1st quarter valued at $30,000. EverSource Wealth Advisors LLC raised its position in Hims & Hers Health by 273.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 938 shares of the company's stock worth $47,000 after buying an additional 687 shares during the last quarter. Amundi lifted its stake in shares of Hims & Hers Health by 5.3% in the 2nd quarter. Amundi now owns 10,296 shares of the company's stock worth $489,000 after acquiring an additional 522 shares during the period. Finally, California Public Employees Retirement System lifted its stake in shares of Hims & Hers Health by 9.5% in the 2nd quarter. California Public Employees Retirement System now owns 338,620 shares of the company's stock worth $16,880,000 after acquiring an additional 29,471 shares during the period. 63.52% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on HIMS. Wall Street Zen upgraded shares of Hims & Hers Health from a "sell" rating to a "hold" rating in a research note on Saturday, August 15th. Citigroup reduced their price objective on shares of Hims & Hers Health from $35.00 to $33.00 and set a "neutral" rating for the company in a research report on Tuesday, August 11th. Truist Financial lifted their price target on Hims & Hers Health from $27.00 to $32.00 and gave the company a "hold" rating in a research note on Monday, August 24th. Barclays decreased their price objective on shares of Hims & Hers Health from $39.00 to $35.00 and set an "overweight" rating on the stock in a report on Friday, August 21st. Finally, TD Cowen upped their target price on Hims & Hers Health from $25.00 to $30.00 and gave the company a "hold" rating in a report on Tuesday, August 11th. Four equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Hold" and a consensus target price of $32.50.

Insider Buying and Selling

In other news, insider Patrick Carroll sold 23,726 shares of the firm's stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $35.00, for a total transaction of $830,410.00. Following the completion of the sale, the insider owned 181,861 shares of the company's stock, valued at approximately $6,365,135. This trade represents a 11.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Michael Chi sold 14,027 shares of Hims & Hers Health stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $31.50, for a total transaction of $441,850.50. Following the completion of the sale, the chief operating officer owned 432,124 shares of the company's stock, valued at approximately $13,611,906. This trade represents a 3.14% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 190,227 shares of company stock worth $6,133,613 over the last 90 days. 11.76% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Hims & Hers Health

Here are the key news stories impacting Hims & Hers Health this week:

• Positive Sentiment: Hims & Hers continues to show strong top-line momentum: second-quarter revenue rose 38.2% year over year to $753.2 million and exceeded analyst expectations. The company also raised its 2026 revenue outlook, supported by weight-loss treatments, international expansion and artificial-intelligence initiatives. HIMS Raises 2026 Revenue Outlook as Q2 Sales Rise 38.2% Despite Loss
• Neutral Sentiment: Analyst sentiment remains cautious. The consensus rating is “Hold,” with analysts recognizing the company’s growth opportunities while citing profitability pressure and uncertainty related to regulatory oversight.
• Negative Sentiment: Several investor-rights firms announced or promoted a securities-fraud class action against Hims & Hers and certain executives. The case covers investors who acquired securities between August 4, 2025, and July 29, 2026; investors must move for lead-plaintiff status by November 2, 2026. The repeated announcements increase concerns about potential legal expenses, penalties, management distraction and reputational damage. Rosen Law Firm HIMS Class Action Announcement
• Negative Sentiment: The litigation is tied to allegations stemming from an FTC complaint, including potentially deceptive privacy and billing practices. Claims that consumer health information may have been shared with advertising platforms and that customers may have been charged soon after submitting prescription-intake forms create risks of enforcement actions and additional compliance costs. These claims remain allegations. Kessler Topaz HIMS Investor Alert
• Negative Sentiment: Insider Soleil Boughton sold 3,458 shares for approximately $98,000 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced the insider’s holdings by about 1.1%, making it a relatively small and scheduled sale, but it adds a modest negative signal amid the broader legal uncertainty. Hims & Hers Insider Sale

Hims & Hers Health Stock Performance

Shares of HIMS stock opened at $27.66 on Friday. The company has a debt-to-equity ratio of 4.21, a current ratio of 0.93 and a quick ratio of 0.87. The company's fifty day moving average price is $31.67 and its two-hundred day moving average price is $26.75. The firm has a market capitalization of $6.45 billion, a P/E ratio of -43.90 and a beta of 2.42. Hims & Hers Health, Inc. has a 12 month low of $13.74 and a 12 month high of $65.30.

Hims & Hers Health (NYSE:HIMS - Get Free Report) last announced its earnings results on Monday, August 10th. The company reported ($0.37) earnings per share for the quarter, missing the consensus estimate of ($0.05) by ($0.32). Hims & Hers Health had a negative net margin of 5.51% and a negative return on equity of 6.51%. The business had revenue of $753.21 million for the quarter, compared to analyst estimates of $698.90 million. During the same quarter in the prior year, the business earned $0.17 earnings per share. The firm's revenue was up 38.2% on a year-over-year basis.

About Hims & Hers Health

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.

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source