Diversify Advisory Services LLC Trims Holdings in Hims & Hers Health, Inc. $HIMS

Diversify Advisory Services LLC lowered its holdings in shares of Hims & Hers Health, Inc. (NYSE:HIMS) by 62.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 13,769 shares of the company’s stock after selling 22,449 shares during the period. Diversify Advisory Services LLC’s holdings in Hims & Hers Health were worth $781,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Quent Capital LLC acquired a new position in Hims & Hers Health in the third quarter valued at $28,000. Virtus Advisers LLC acquired a new stake in shares of Hims & Hers Health during the second quarter worth about $26,000. Hilltop National Bank acquired a new stake in shares of Hims & Hers Health during the third quarter worth about $35,000. Skandinaviska Enskilda Banken AB publ grew its holdings in shares of Hims & Hers Health by 408.2% during the second quarter. Skandinaviska Enskilda Banken AB publ now owns 747 shares of the company’s stock worth $37,000 after buying an additional 600 shares during the last quarter. Finally, Smartleaf Asset Management LLC grew its holdings in shares of Hims & Hers Health by 44.7% during the third quarter. Smartleaf Asset Management LLC now owns 916 shares of the company’s stock worth $54,000 after buying an additional 283 shares during the last quarter. 63.52% of the stock is owned by hedge funds and other institutional investors.

Hims & Hers Health Price Performance

Shares of NYSE:HIMS opened at $25.89 on Thursday. The company has a quick ratio of 1.70, a current ratio of 1.90 and a debt-to-equity ratio of 1.80. The company has a market cap of $5.90 billion, a P/E ratio of 50.76, a PEG ratio of 4.55 and a beta of 2.55. Hims & Hers Health, Inc. has a 52 week low of $13.74 and a 52 week high of $70.43. The company has a 50-day moving average price of $24.18 and a 200 day moving average price of $37.66.

Hims & Hers Health (NYSE:HIMS) last released its earnings results on Monday, February 23rd. The company reported $0.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.02 by $0.06. The company had revenue of $617.82 million for the quarter, compared to analysts’ expectations of $619.48 million. Hims & Hers Health had a return on equity of 22.48% and a net margin of 5.47%.The firm’s quarterly revenue was up 28.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.11 EPS. Research analysts predict that Hims & Hers Health, Inc. will post 0.29 earnings per share for the current year.

Hims & Hers Health declared that its Board of Directors has initiated a share buyback plan on Monday, November 17th that authorizes the company to repurchase $250.00 million in shares. This repurchase authorization authorizes the company to reacquire up to 3% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s leadership believes its stock is undervalued.

Insider Transactions at Hims & Hers Health

In related news, insider Irene Becklund sold 8,411 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $36.71, for a total transaction of $308,767.81. Following the transaction, the insider owned 2,126 shares of the company’s stock, valued at $78,045.46. This represents a 79.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Deborah M. Autor sold 7,054 shares of the stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $36.71, for a total value of $258,952.34. Following the completion of the transaction, the insider owned 6,175 shares of the company’s stock, valued at $226,684.25. The trade was a 53.32% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 80,463 shares of company stock valued at $2,846,696. 13.71% of the stock is owned by company insiders.

Key Hims & Hers Health News

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

• Positive Sentiment: Landmark Novo Nordisk partnership — the deal replaces compounded GLP‑1 sales with distribution of branded Wegovy/Ozempic (including new pill forms), materially reducing legal risk and legitimizing HIMS’ platform; analysts and market commentary see this as transformational for revenue and margins. Read More. Read More.
• Positive Sentiment: Analyst upgrades and higher price targets — multiple firms (Barclays, Needham, Deutsche Bank and others) have raised ratings/targets after the Novo news, supporting upside and prompting fresh buy interest. Read More. Read More.
• Positive Sentiment: Large call‑option activity — unusually heavy call buying (322k calls, ~128% above normal) signals speculative and directional bullish positioning that can amplify intraday moves and volatility. Read More.
• Neutral Sentiment: Strong 2025 operating results provide context — HIMS reported $2.35B revenue (+59% YoY), solid EBITDA and cash flow, and 2.5M+ subscribers with improving ARPU/cross‑sell metrics, which support a longer‑term bull case but leave execution risk. Read More.
• Neutral Sentiment: Corporate hire and platform expansion — appointment of a new Chief Communications Officer and product/platform expansions are governance/brand positives but are longer‑dated catalysts. Read More.
• Neutral Sentiment: Mixed brokerage consensus — while a number of firms upgraded, the street average rating remains around “Hold,” so fresh positive headlines may be needed to sustain multiple expansion. Read More.
• Negative Sentiment: Some institutional selling noted — at least one asset manager trimmed/exit positions despite the deal; this could add supply and headwinds if other holders follow. Read More.

Analyst Upgrades and Downgrades

Several research firms have commented on HIMS. Truist Financial reaffirmed a “hold” rating and set a $18.00 price objective (down from $37.00) on shares of Hims & Hers Health in a research note on Tuesday, February 24th. Morgan Stanley lowered their target price on Hims & Hers Health from $40.00 to $21.00 and set an “equal weight” rating on the stock in a research note on Tuesday, February 24th. Zacks Research raised Hims & Hers Health from a “strong sell” rating to a “hold” rating in a report on Wednesday, February 25th. Citigroup upgraded Hims & Hers Health from a “sell” rating to a “neutral” rating and upped their price target for the stock from $13.25 to $24.00 in a research note on Tuesday. Finally, Deutsche Bank Aktiengesellschaft increased their price target on Hims & Hers Health from $25.00 to $28.00 and gave the stock a “hold” rating in a report on Tuesday. Three equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $30.75.

Hims & Hers Health 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.