Recent discussions on X about Hims & Hers Health (HIMS) have centered on the company’s innovative telehealth model and its potential to disrupt the massive healthcare industry. Many users are intrigued by the company’s cash-pay approach, which bypasses traditional insurance, and its rapid expansion into new markets and personalized offerings. The chatter reflects a strong curiosity about whether this model can sustain long-term growth amidst competitive pressures.
However, not all sentiments are uniformly positive, as some discussions highlight concerns over recent challenges, including the fallout from a terminated partnership with a major pharmaceutical company and mixed quarterly results. There’s also debate about the stock’s high institutional ownership and whether it signals confidence or a potential risk for volatility. These contrasting views keep the conversation dynamic, with users closely watching how HIMS navigates these hurdles.
Note: This discussion summary was generated from an AI condensation of post data.
Hims & Hers Health Insider Trading Activity
Hims & Hers Health insiders have traded $HIMS stock on the open market 98 times in the past 6 months. Of those trades, 0 have been purchases and 98 have been sales.
Here’s a breakdown of recent trading of $HIMS stock by insiders over the last 6 months:
- ANDREW DUDUM (Chief Executive Officer) has made 0 purchases and 44 sales selling 1,857,836 shares for an estimated $88,162,815.
- MELISSA BAIRD (Chief Operating Officer) has made 0 purchases and 15 sales selling 167,690 shares for an estimated $5,995,464.
- OLUYEMI OKUPE (Chief Financial Officer) has made 0 purchases and 9 sales selling 127,292 shares for an estimated $5,470,192.
- MICHAEL CHI (Chief Commercial Officer) has made 0 purchases and 8 sales selling 70,252 shares for an estimated $4,298,996.
- PATRICK HARRISON CARROLL (Chief Medical Officer) has made 0 purchases and 2 sales selling 83,287 shares for an estimated $4,013,854.
- SOLEIL BOUGHTON (Chief Legal Officer) has made 0 purchases and 13 sales selling 41,874 shares for an estimated $1,940,654.
- IRENE BECKLUND (PAO) has made 0 purchases and 7 sales selling 32,088 shares for an estimated $1,411,579.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Hims & Hers Health Hedge Fund Activity
We have seen 316 institutional investors add shares of Hims & Hers Health stock to their portfolio, and 253 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 18,559,302 shares (+inf%) to their portfolio in Q2 2025, for an estimated $925,181,204
- D. E. SHAW & CO., INC. removed 4,143,604 shares (-68.7%) from their portfolio in Q2 2025, for an estimated $206,558,659
- ICONIQ CAPITAL, LLC removed 2,874,769 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $84,949,423
- INVESCO LTD. added 2,128,587 shares (+502.2%) to their portfolio in Q2 2025, for an estimated $106,110,061
- CONTRARIUS GROUP HOLDINGS LTD removed 1,749,968 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $87,235,904
- CLEAR STREET LLC added 1,676,667 shares (+inf%) to their portfolio in Q2 2025, for an estimated $83,581,849
- NORGES BANK added 1,574,009 shares (+inf%) to their portfolio in Q2 2025, for an estimated $78,464,348
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Hims & Hers Health Analyst Ratings
Wall Street analysts have issued reports on $HIMS in the last several months. We have seen 0 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Sell" rating on 05/06/2025
- B of A Securities issued a "Underperform" rating on 04/29/2025
To track analyst ratings and price targets for Hims & Hers Health, check out Quiver Quantitative's $HIMS forecast page.
Hims & Hers Health Price Targets
Multiple analysts have issued price targets for $HIMS recently. We have seen 7 analysts offer price targets for $HIMS in the last 6 months, with a median target of $37.0.
Here are some recent targets:
- Jailendra Singh from Truist Securities set a target price of $37.0 on 08/18/2025
- Craig Hettenbach from Morgan Stanley set a target price of $40.0 on 06/11/2025
- Ryan MacDonald from Needham set a target price of $65.0 on 06/04/2025
- Korinne Wolfmeyer from Piper Sandler set a target price of $39.0 on 05/06/2025
- Daniel Grosslight from Citigroup set a target price of $30.0 on 05/06/2025
- Allen Lutz from B of A Securities set a target price of $26.0 on 04/29/2025
- Jonna Kim from TD Cowen set a target price of $30.0 on 04/29/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
