Munich Reinsurance Co Stock Corp in Munich acquired a new stake in shares of Hims & Hers Health, Inc. (NYSE:HIMS - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 338,594 shares of the company's stock, valued at approximately $11,187,000. Munich Reinsurance Co Stock Corp in Munich owned 0.15% of Hims & Hers Health as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. lifted its holdings in shares of Hims & Hers Health by 4.5% during the 3rd quarter. Vanguard Group Inc. now owns 19,518,015 shares of the company's stock valued at $1,107,062,000 after acquiring an additional 844,991 shares in the last quarter. Capital World Investors lifted its holdings in shares of Hims & Hers Health by 1.2% during the 3rd quarter. Capital World Investors now owns 18,783,194 shares of the company's stock valued at $1,065,399,000 after acquiring an additional 223,892 shares in the last quarter. Farallon Capital Management LLC lifted its holdings in shares of Hims & Hers Health by 30.8% during the 3rd quarter. Farallon Capital Management LLC now owns 10,746,852 shares of the company's stock valued at $609,561,000 after acquiring an additional 2,533,271 shares in the last quarter. State Street Corp lifted its holdings in shares of Hims & Hers Health by 1.9% during the 3rd quarter. State Street Corp now owns 7,173,214 shares of the company's stock valued at $406,865,000 after acquiring an additional 132,384 shares in the last quarter. Finally, Invesco Ltd. lifted its holdings in shares of Hims & Hers Health by 62.7% during the 3rd quarter. Invesco Ltd. now owns 4,152,409 shares of the company's stock valued at $235,525,000 after acquiring an additional 1,600,004 shares in the last quarter. Institutional investors and hedge funds own 63.52% of the company's stock.
Hims & Hers Health Stock Performance
Shares of HIMS stock opened at $30.62 on Friday. Hims & Hers Health, Inc. has a 12 month low of $13.74 and a 12 month high of $70.43. The company has a debt-to-equity ratio of 1.80, a current ratio of 1.90 and a quick ratio of 1.70. The firm has a market capitalization of $6.98 billion, a P/E ratio of 60.04, a P/E/G ratio of 2.67 and a beta of 2.32. The company's fifty day moving average price is $20.98 and its two-hundred day moving average price is $31.55.
Hims & Hers Health (NYSE:HIMS - Get Free Report) last issued its earnings results on Monday, February 23rd. The company reported $0.08 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.02 by $0.06. The business had revenue of $617.82 million for the quarter, compared to analyst estimates of $619.48 million. Hims & Hers Health had a net margin of 5.47% and a return on equity of 22.48%. The company's revenue for the quarter was up 28.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.11 EPS. On average, research analysts anticipate that Hims & Hers Health, Inc. will post 0.61 earnings per share for the current fiscal year.
Insider Activity at Hims & Hers Health
In other news, insider Soleil Boughton sold 9,463 shares of the company's stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $30.00, for a total value of $283,890.00. Following the sale, the insider owned 299,368 shares in the company, valued at approximately $8,981,040. This represents a 3.06% decrease in their position. The sale was disclosed in a document filed with the SEC, 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 97,289 shares of the company's stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $24.69, for a total transaction of $2,402,065.41. Following the completion of the sale, the chief operating officer owned 407,282 shares in the company, valued at approximately $10,055,792.58. This trade represents a 19.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 204,857 shares of company stock worth $5,285,706. Company insiders own 13.71% of the company's stock.
Key Headlines Impacting Hims & Hers Health
Here are the key news stories impacting Hims & Hers Health this week:
- Positive Sentiment: Expanded Lilly partnership — HIMS expanded its platform to let clinicians prescribe Eli Lilly GLP‑1 products (Zepbound, KwikPen, Foundayo) with fulfillment via LillyDirect, widening its weight‑management offering and creating a clearer prescription revenue path. Article Title
- Positive Sentiment: JPMorgan initiation — JPMorgan initiated coverage with an Overweight rating and $35 price target, framing the Novo Nordisk partnership and broader GLP‑1 access as a potential turning point; that institutional endorsement lifted sentiment. Article Title
- Positive Sentiment: Product expansion into women’s care — HIMS is scaling menopause/perimenopause offerings (including estrogen patches) and boosting peptide capabilities, which broadens recurring‑care revenue streams beyond legacy DTC categories. Article Title
- Neutral Sentiment: Regulatory tailwind but with open questions — The FDA scheduled a July compounding advisory committee meeting on certain peptides; the market views this as validating peptide opportunity but outcome/timing remain uncertain. Article Title
- Neutral Sentiment: Analyst/target moves — Bank of America raised its target to $32 (Neutral) and several other shops have adjusted coverage; upgrades add support but consensus remains mixed, so analyst activity amplifies swings rather than resolving execution risk. Article Title
- Negative Sentiment: Insider selling — CFO Oluyemi Okupe and other insiders sold shares under Rule 10b5‑1 plans (SEC filings), which can sap near‑term sentiment despite being pre‑arranged. Article Title
- Negative Sentiment: Competitive pressure — Amazon’s entry into GLP‑1/weight‑loss programs and other deep‑pocket competitors raise concerns about margin pressure and share erosion in a key growth category. Article Title
Analyst Upgrades and Downgrades
Several equities analysts recently weighed in on HIMS shares. Leerink Partners lifted their target price on shares of Hims & Hers Health from $17.50 to $25.00 and gave the company a "market perform" rating in a report on Monday, March 16th. Needham & Company LLC upgraded shares of Hims & Hers Health from a "hold" rating to a "buy" rating and set a $30.00 price objective on the stock in a report on Monday, March 9th. Evercore set a $24.00 price objective on shares of Hims & Hers Health in a report on Tuesday, February 24th. Bank of America boosted their price objective on shares of Hims & Hers Health from $30.00 to $32.00 and gave the stock a "neutral" rating in a report on Friday. Finally, BTIG Research lowered shares of Hims & Hers Health from a "buy" rating to a "neutral" rating in a report on Tuesday, February 24th. Four analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus price target of $32.53.
Check Out Our Latest Stock Report on Hims & Hers Health
Hims & Hers Health Company Profile
(
Free Report)
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.
Featured Stories
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.
Before you consider Hims & Hers Health, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Hims & Hers Health wasn't on the list.
While Hims & Hers Health currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
A forward-looking investment report spotlighting the seven space companies best positioned to benefit from accelerating commercialization in 2026. It explores key industry trends, major growth catalysts, and the stocks shaping the next phase of the space economy—from launch leaders and satellite networks to data, defense, and in-space infrastructure.
Get This Free Report
