Farallon Capital Management LLC Purchases 2,533,271 Shares of Hims & Hers Health, Inc. $HIMS

Farallon Capital Management LLC raised its position in Hims & Hers Health, Inc. (NYSE:HIMS) by 30.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 10,746,852 shares of the company’s stock after buying an additional 2,533,271 shares during the period. Hims & Hers Health comprises 2.5% of Farallon Capital Management LLC’s investment portfolio, making the stock its 9th biggest position. Farallon Capital Management LLC owned approximately 4.72% of Hims & Hers Health worth $609,561,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the company. Virtus Advisers LLC acquired a new stake in shares of Hims & Hers Health during the 2nd quarter valued at about $26,000. Quent Capital LLC purchased a new position in shares of Hims & Hers Health in the 3rd quarter valued at about $28,000. Binnacle Investments Inc acquired a new position in Hims & Hers Health in the 3rd quarter worth about $28,000. Geneos Wealth Management Inc. purchased a new position in Hims & Hers Health during the first quarter worth approximately $30,000. Finally, Hilltop National Bank purchased a new position in Hims & Hers Health during the third quarter worth approximately $35,000. Institutional investors and hedge funds own 63.52% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Weiss Ratings restated a “hold (c)” rating on shares of Hims & Hers Health in a research report on Monday, December 29th. Zacks Research upgraded Hims & Hers Health from a “strong sell” rating to a “hold” rating in a research report on Wednesday, February 25th. Barclays lifted their price target on shares of Hims & Hers Health from $25.00 to $29.00 and gave the company an “overweight” rating in a research note on Wednesday, March 11th. Bank of America raised shares of Hims & Hers Health from an “underperform” rating to a “neutral” rating and boosted their price target for the stock from $12.50 to $23.00 in a report on Tuesday, March 10th. Finally, Deutsche Bank Aktiengesellschaft upped their price objective on shares of Hims & Hers Health from $25.00 to $28.00 and gave the stock a “hold” rating in a research report on Tuesday, March 10th. Three investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $30.75.

Hims & Hers Health Price Performance

Shares of Hims & Hers Health stock opened at $24.74 on Monday. The stock has a market capitalization of $5.64 billion, a P/E ratio of 48.51, a PEG ratio of 2.34 and a beta of 2.56. The business has a 50 day simple moving average of $23.84 and a two-hundred day simple moving average of $37.34. 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.

Hims & Hers Health (NYSE:HIMS) last issued its quarterly earnings results on Monday, February 23rd. The company reported $0.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $617.82 million for the quarter, compared to analyst estimates of $619.48 million. During the same period in the previous year, the company posted $0.11 earnings per share. The business’s revenue was up 28.4% on a year-over-year basis. As a group, analysts predict that Hims & Hers Health, Inc. will post 0.29 EPS for the current fiscal year.

Hims & Hers Health announced that its Board of Directors has initiated a stock repurchase plan on Monday, November 17th that allows the company to buyback $250.00 million in shares. This buyback authorization allows the company to buy up to 3% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s management believes its shares are undervalued.

Insider Buying and Selling

In other Hims & Hers Health news, insider Deborah M. Autor sold 7,054 shares of the firm’s 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 transaction, the insider owned 6,175 shares in the company, valued at approximately $226,684.25. This trade represents a 53.32% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Irene Becklund sold 8,411 shares of Hims & Hers Health 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 sale, the insider directly owned 2,126 shares in the company, valued at approximately $78,045.46. This trade represents a 79.82% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 80,463 shares of company stock worth $2,846,696 in the last ninety days. Company insiders own 17.71% 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: Novo Nordisk pact ends lawsuit and establishes a commercial pathway for Ozempic and Wegovy on Hims’ platform — the agreement removes a major legal overhang and directly boosts revenue and credibility expectations. Hims shares notch record week as Novo pact spurs optimism
• Positive Sentiment: Several broker notes and price‑target/upside forecasts have followed the Novo news, including bullish coverage that highlights strong upside potential and helped drive volume. Barclays Forecasts Strong Price Appreciation for Hims & Hers Health (NYSE:HIMS) Stock
• Positive Sentiment: Pre‑market and intraday rallies (big volume spikes) reflected momentum traders buying the Novo settlement and analyst upgrades. Hims & Hers Health shares rally continues, up 7% in premarket Thursday
• Neutral Sentiment: Bank of America moved its coverage (raised to Neutral), and other firms are re‑rating the stock; analyst interest increases liquidity but opinions differ on valuation and risks. Hims & Hers Health (NYSE:HIMS) Raised to Neutral at Bank of America
• Neutral Sentiment: Corporate hires (communications leader) and company messaging improvements aim to steady the narrative as the Novo story evolves — helps investor relations but not an immediate earnings driver. Hims & Hers Adds Communications Leader As Expansion And Novo Story Evolve
• Negative Sentiment: Regulatory and margin pressures remain a material risk: FDA crackdown on compounded GLP‑1 formulations, prior warning letters and potential enforcement actions have pressured sentiment and valuation. Is Hims & Hers Really the Growth Stock to Buy That It Appears?
• Negative Sentiment: Shares have been down sharply over recent months and saw volatility around company headlines; some outlets flagged a ~29% three‑month decline and one‑day drops that reflect lingering execution and margin concerns. Hims & Hers Plunges 29.4% in Three Months: How to Play the Stock?
• Negative Sentiment: Short‑term pullbacks (including a recent ~7.9% one‑day drop) show that headline risk still drives outsized moves; investors should weigh upside from the Novo deal against execution, regulatory and margin risks. Here’s Why Hims & Hers Health, Inc. (HIMS) Fell More Than Broader Market

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.