Greenfield Seitz Capital Management LLC lowered its holdings in Hims & Hers Health, Inc. (NYSE:HIMS – Free Report) by 19.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 181,875 shares of the company’s stock after selling 43,334 shares during the period. Hims & Hers Health makes up 3.3% of Greenfield Seitz Capital Management LLC’s portfolio, making the stock its 7th biggest position. Greenfield Seitz Capital Management LLC’s holdings in Hims & Hers Health were worth $10,316,000 as of its most recent SEC filing.
A number of other hedge funds have also made changes to their positions in the business. Vanguard Group Inc. increased its holdings in Hims & Hers Health by 4.5% in the 3rd quarter. Vanguard Group Inc. now owns 19,518,015 shares of the company’s stock valued at $1,107,062,000 after purchasing an additional 844,991 shares in the last quarter. Capital World Investors boosted its position in shares of Hims & Hers Health by 1.2% in the third quarter. Capital World Investors now owns 18,783,194 shares of the company’s stock worth $1,065,399,000 after buying an additional 223,892 shares during the period. Farallon Capital Management LLC grew its stake in shares of Hims & Hers Health by 30.8% in the third quarter. Farallon Capital Management LLC now owns 10,746,852 shares of the company’s stock valued at $609,561,000 after buying an additional 2,533,271 shares in the last quarter. State Street Corp grew its stake in shares of Hims & Hers Health by 1.9% in the third quarter. State Street Corp now owns 7,173,214 shares of the company’s stock valued at $406,865,000 after buying an additional 132,384 shares in the last quarter. Finally, Invesco Ltd. raised 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 buying an additional 1,600,004 shares during the period. Hedge funds and other institutional investors own 63.52% of the company’s stock.
Insider Activity at Hims & Hers Health
In other Hims & Hers Health news, CFO Oluyemi Okupe sold 23,090 shares of the business’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $35.72, for a total transaction of $824,774.80. Following the completion of the transaction, the chief financial officer directly owned 94,333 shares of the company’s stock, valued at $3,369,574.76. The trade was a 19.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have sold a total of 41,227 shares of company stock worth $1,406,343 in the last three months. 17.71% of the stock is currently owned by corporate insiders.
Hims & Hers Health Price Performance
Hims & Hers Health (NYSE:HIMS – Get Free Report) last posted its quarterly earnings results on Monday, February 23rd. The company reported $0.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.02 by $0.06. Hims & Hers Health had a return on equity of 22.48% and a net margin of 5.47%.The business had revenue of $617.82 million for the quarter, compared to analyst estimates of $619.48 million. During the same period in the prior year, the company posted $0.11 EPS. The business’s revenue was up 28.4% compared to the same quarter last year. Equities analysts expect that Hims & Hers Health, Inc. will post 0.29 EPS for the current fiscal year.
Wall Street Analyst Weigh In
HIMS has been the topic of several recent research reports. Evercore set a $24.00 price target on Hims & Hers Health in a research report on Tuesday, February 24th. Zacks Research upgraded shares of Hims & Hers Health from a “strong sell” rating to a “hold” rating in a research note on Wednesday, February 25th. Barclays boosted their target price on shares of Hims & Hers Health from $25.00 to $29.00 and gave the stock an “overweight” rating in a research report on Wednesday, March 11th. Deutsche Bank Aktiengesellschaft upped their target price on shares of Hims & Hers Health from $25.00 to $28.00 and gave the company a “hold” rating in a research note on Tuesday, March 10th. Finally, TD Cowen dropped their price target on shares of Hims & Hers Health from $20.00 to $17.00 and set a “hold” rating on the stock in a research note on Tuesday, February 24th. Three analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $31.29.
View Our Latest Research Report on HIMS
Key Hims & Hers Health News
Here are the key news stories impacting Hims & Hers Health this week:
- Positive Sentiment: Novo Nordisk partnership increases HIMS’ addressable market by giving HIMS platform access to Ozempic and Wegovy via telehealth, resolves public dispute and could drive patient volumes and revenue growth. Novo Nordisk (NVO) Partners With Hims & Hers, Here’s What You Need to Know
- Positive Sentiment: The telehealth deal is framed as strategic distribution for branded GLP-1s and may broaden patient access through HIMS’ platform — a near-term revenue catalyst if patient onboarding scales. Novo Nordisk Telehealth Deal With Hims And Hers Puts GLP-1 Pricing In Focus
- Positive Sentiment: HIMS is expanding beyond telehealth into personalized digital care (labs tracking, multi-cancer screening, longevity and at-home testing) and international growth — diversification that can build higher-margin services and reduce reliance on episodic telehealth visits. HIMS Expands Personalized Digital Healthcare Access and Services
- Neutral Sentiment: Analysts note GLP-1 winners may be decided by pricing as Lilly and Novo push competitive moves; lower branded prices could boost demand but compress margins — mixed implications for HIMS’ economics. Health Care Roundup: Market Talk
- Neutral Sentiment: Leerink raised HIMS’ price target to $25 and kept a “market perform” rating — a modest signal that near-term upside is viewed as limited by some sell-side analysts. Leerink Raises Price Target
- Negative Sentiment: Shares pulled back after a recent 50% one-month surge, suggesting short-term profit-taking and continued volatility; investors should expect swings as GLP-1 access and pricing dynamics play out. Hims & Hers Health stock slips after surging 50% in a month
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.
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