Fulcrum Asset Management LLP Acquires New Shares in Hims & Hers Health, Inc. $HIMS

Fulcrum Asset Management LLP acquired a new stake in shares of Hims & Hers Health, Inc. (NYSE:HIMS) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 27,920 shares of the company’s stock, valued at approximately $801,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. MassMutual Private Wealth & Trust FSB grew its position in Hims & Hers Health by 70.0% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 775 shares of the company’s stock worth $27,000 after purchasing an additional 319 shares during the period. Sigma Planning Corp raised its stake in Hims & Hers Health by 1.5% during the 1st quarter. Sigma Planning Corp now owns 26,007 shares of the company’s stock valued at $540,000 after buying an additional 388 shares during the last quarter. Versant Capital Management Inc raised its stake in Hims & Hers Health by 801.2% during the 2nd quarter. Versant Capital Management Inc now owns 748 shares of the company’s stock valued at $26,000 after buying an additional 665 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its holdings in shares of Hims & Hers Health by 5.1% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 18,756 shares of the company’s stock valued at $550,000 after buying an additional 918 shares during the period. Finally, D.A. Davidson & CO. lifted its holdings in shares of Hims & Hers Health by 5.4% during the 1st quarter. D.A. Davidson & CO. now owns 19,617 shares of the company’s stock valued at $407,000 after buying an additional 1,000 shares during the period. Hedge funds and other institutional investors own 63.52% of the company’s stock.

Hims & Hers Health Stock Performance

Shares of NYSE HIMS opened at $19.76 on Friday. Hims & Hers Health, Inc. has a 12-month low of $13.74 and a 12-month high of $40.99. The firm has a market capitalization of $4.61 billion, a price-to-earnings ratio of -23.81 and a beta of 2.53. The company has a current ratio of 0.92, a quick ratio of 0.87 and a debt-to-equity ratio of 3.85. The firm has a 50 day moving average of $27.77 and a 200 day moving average of $26.75.

Hims & Hers Health (NYSE:HIMS) last released its quarterly earnings results on Monday, November 9th. The company reported $0.03 earnings per share for the quarter, missing the consensus estimate of $0.06 by ($0.03). Hims & Hers Health had a negative return on equity of 9.62% and a negative net margin of 6.65%. The business had revenue of $890.37 million during the quarter, compared to the consensus estimate of $893.13 million. During the same quarter in the previous year, the business posted $0.06 earnings per share. The firm’s revenue was up 48.6% on a year-over-year basis. On average, research analysts anticipate that Hims & Hers Health, Inc. will post -0.21 earnings per share for the current year.

Recent Hims & Hers Health Headlines

These are some of the HIMS headlines that stood out recently:

• Negative Sentiment: Third-quarter results missed estimates: adjusted EPS was $0.03 versus $0.06 expected, while revenue of about $890 million also came in below consensus. Despite revenue growth of nearly 49% year over year, gross-margin pressure and subscriber declines raised concerns about the quality and cost of that growth. Hims & Hers Q3 earnings miss
• Negative Sentiment: Lower fourth-quarter and 2026 adjusted EBITDA guidance adds to the earnings disappointment, signaling weaker near-term profitability expectations. Hims & Hers earnings guidance
• Negative Sentiment: The FTC privacy case widened, with five states joining. The added scrutiny over alleged privacy and billing practices creates potential legal costs and reputational risk. Five states join FTC case

Wall Street Analyst Weigh In

HIMS has been the topic of a number of research reports. Deutsche Bank raised their price target on Hims & Hers Health from $25.00 to $26.00 and gave the stock a “hold” rating in a research note on Tuesday, August 11th. Bank of America lifted their price objective on Hims & Hers Health from $30.00 to $32.00 and gave the stock a “neutral” rating in a report on Tuesday, August 11th. Barclays reduced their price objective on Hims & Hers Health from $39.00 to $35.00 and set an “overweight” rating for the company in a research report on Friday, August 21st. Jefferies Financial Group lowered their target price on Hims & Hers Health from $31.00 to $24.00 and set a “hold” rating on the stock in a report on Tuesday. Finally, Wall Street Zen raised Hims & Hers Health from a “sell” rating to a “hold” rating in a research report on Saturday, August 15th. Three analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $31.53.

Insider Activity

In other news, COO Michael Chi sold 14,027 shares of the company’s stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $28.39, for a total value of $398,226.53. Following the completion of the sale, the chief operating officer directly owned 456,660 shares in the company, valued at $12,964,577.40. This represents a 2.98% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Soleil Boughton sold 3,462 shares of the firm’s stock in a transaction on Wednesday, October 28th. The stock was sold at an average price of $27.60, for a total value of $95,551.20. Following the completion of the transaction, the insider directly owned 293,886 shares in the company, valued at approximately $8,111,253.60. This represents a 1.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 133,905 shares of company stock valued at $3,826,977 in the last 90 days. Company insiders own 11.76% of the company’s stock.

Hims & Hers Health Profile

Hims & Hers Health, Inc. operates a consumer-focused telehealth platform that connects patients with licensed healthcare providers and offers access to treatments and wellness products. Its services include online consultations, prescription care and over-the-counter products. The company serves a range of health needs, including hair loss, sexual health, skin care, mental health and weight management. Its platform also offers primary care and other services, with offerings varying by location and individual eligibility.