Generali Investments Management Co LLC Raises Position in Hims & Hers Health, Inc. $HIMS

Generali Investments Management Co LLC boosted its holdings in Hims & Hers Health, Inc. (NYSE:HIMS) by 2,124.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 55,698 shares of the company’s stock after purchasing an additional 53,194 shares during the period. Generali Investments Management Co LLC’s holdings in Hims & Hers Health were worth $3,159,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in shares of Hims & Hers Health by 4.5% in the third quarter. Vanguard Group Inc. now owns 19,518,015 shares of the company’s stock worth $1,107,062,000 after buying an additional 844,991 shares during the period. Geode Capital Management LLC grew its position in Hims & Hers Health by 1.5% during the 2nd quarter. Geode Capital Management LLC now owns 4,746,081 shares of the company’s stock worth $236,622,000 after acquiring an additional 71,593 shares during the last quarter. Invesco Ltd. increased its stake in Hims & Hers Health by 502.2% in the 2nd quarter. Invesco Ltd. now owns 2,552,405 shares of the company’s stock worth $127,237,000 after purchasing an additional 2,128,587 shares during the period. BIT Capital GmbH lifted its position in Hims & Hers Health by 73.8% in the third quarter. BIT Capital GmbH now owns 2,210,384 shares of the company’s stock valued at $125,373,000 after purchasing an additional 938,728 shares during the last quarter. Finally, State of Michigan Retirement System lifted its position in Hims & Hers Health by 49.2% in the third quarter. State of Michigan Retirement System now owns 2,057,700 shares of the company’s stock valued at $116,713,000 after purchasing an additional 678,600 shares during the last quarter. 63.52% of the stock is owned by institutional investors.

Trending Headlines about Hims & Hers Health

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

• Positive Sentiment: Management continues to emphasize growth and is pursuing a large international expansion via a planned acquisition of Eucalyptus, which could boost scale and addressable market outside the U.S. Hims And Hers Balances GLP 1 Scrutiny With Eucalyptus Expansion Plans
• Neutral Sentiment: Investor interest is elevated — unusually large options volume was reported, signaling higher speculative or hedging activity that can amplify moves in either direction. Hims & Hers Health Sees Unusually Large Options Volume (NYSE:HIMS)
• Neutral Sentiment: Comparative coverage (HIMS vs. AMWL) highlights differing telehealth strategies; useful for investors evaluating sector exposure but not an immediate catalyst. HIMS vs. AMWL: Which Telehealth Stock Is the Better Investment Now?
• Negative Sentiment: The SEC has opened an inquiry into Hims’ disclosures about compounded GLP‑1 (semaglutide) products, increasing regulatory risk and disclosure uncertainty. Hims & Hers Stock Faces Heavy Sell-Off Amid SEC Probe Into GLP-1 Disclosures
• Negative Sentiment: Novo Nordisk filed suit alleging patent infringement over compounded weight‑loss drugs; Hims withdrew its compounded semaglutide product—potential legal and liability exposure. Hims And Hers Balances GLP 1 Scrutiny With Eucalyptus Expansion Plans
• Negative Sentiment: The Law Offices of Frank R. Cruz announced an investor investigation into whether the board breached fiduciary duties related to these matters, which raises litigation risk and governance scrutiny. The Law Offices of Frank R. Cruz Announces Investigation of Hims & Hers Health, Inc. (HIMS) on Behalf of Investors
• Negative Sentiment: Multiple analyst actions: Citigroup cut its price target to $13.25 and BTIG downgraded HIMS to Neutral; those notes prompted downgrades and contributed to heavy intraday selling. Citigroup Lowers Hims & Hers Health (NYSE:HIMS) Price Target to $13.25 BTIG Research Downgrades Hims & Hers Health (NYSE:HIMS) to Neutral
• Negative Sentiment: Shares have hit new lows after the analyst activity and headlines; commentary also flagged potential near‑term pressure from a Super Bowl ad and changes to shipping cadence that could affect short‑term volumes. Hims & Hers Stock Stumbles – Cautions About Pressure Due To Super Bowl Ad, Change In Shipping Cadences
• Negative Sentiment: Overall coverage (TipRanks, Market commentary) highlights elevated reputation, partnership and liability risks from compounded‑drug scrutiny—factors that could weigh on sentiment until legal/regulatory clarity is reached. Regulatory Scrutiny of Compounded Drugs Puts Hims & Hers’ Growth, Partnerships, and Liability Risk in the Spotlight

Analyst Ratings Changes

Several research analysts have recently issued reports on HIMS shares. BTIG Research cut shares of Hims & Hers Health from a “buy” rating to a “neutral” rating in a report on Tuesday. UBS Group set a $32.00 price target on shares of Hims & Hers Health in a report on Tuesday, November 4th. Barclays decreased their price objective on shares of Hims & Hers Health from $48.00 to $25.00 and set an “overweight” rating on the stock in a research report on Tuesday. Bank of America lowered their price objective on shares of Hims & Hers Health from $26.00 to $21.00 and set an “underperform” rating for the company in a research note on Monday, February 9th. Finally, Wall Street Zen cut Hims & Hers Health from a “hold” rating to a “sell” rating in a research note on Saturday, November 8th. Two investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Reduce” and a consensus target price of $32.27.

Insider Buying and Selling at Hims & Hers Health

In other Hims & Hers Health news, insider Irene Becklund sold 8,411 shares of the business’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 $308,767.81. Following the sale, the insider directly owned 2,126 shares of the company’s stock, valued at approximately $78,045.46. The trade was a 79.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Patrick Harrison Carroll sold 10,021 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 $367,870.91. Following the completion of the sale, the insider directly owned 169,940 shares in the company, valued at approximately $6,238,497.40. This represents a 5.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 82,963 shares of company stock valued at $2,944,621 in the last ninety days. Corporate insiders own 13.71% of the company’s stock.

Hims & Hers Health Trading Down 1.3%

NYSE:HIMS opened at $15.61 on Friday. The firm has a market capitalization of $3.55 billion, a P/E ratio of 30.61, a PEG ratio of 3.38 and a beta of 2.43. The company has a debt-to-equity ratio of 1.80, a current ratio of 1.90 and a quick ratio of 1.64. Hims & Hers Health, Inc. has a one year low of $13.74 and a one year high of $70.43. The company’s 50-day simple moving average is $27.02 and its 200 day simple moving average is $39.43.

Hims & Hers Health (NYSE:HIMS) last announced its earnings results on Monday, February 23rd. The company reported $0.08 earnings per share for the quarter, beating analysts’ consensus estimates of $0.02 by $0.06. Hims & Hers Health had a net margin of 5.47% and a return on equity of 22.48%. The business had revenue of $617.82 million during the quarter, compared to the consensus estimate of $619.48 million. During the same quarter last year, the firm earned $0.11 earnings per share. The business’s revenue for the quarter was up 28.4% on a year-over-year basis. As a group, analysts forecast that Hims & Hers Health, Inc. will post 0.29 EPS for the current fiscal year.

Hims & Hers Health declared that its Board of Directors has initiated a stock repurchase program on Monday, November 17th that permits the company to repurchase $250.00 million in shares. This repurchase authorization permits the company to purchase up to 3% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s board believes its shares are undervalued.

Hims & Hers Health Company 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.