X Square Capital LLC Has $24.25 Million Stake in Hims & Hers Health, Inc. $HIMS

X Square Capital LLC grew its position in Hims & Hers Health, Inc. (NYSE:HIMS) by 81.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 427,591 shares of the company’s stock after purchasing an additional 192,301 shares during the quarter. Hims & Hers Health makes up approximately 7.6% of X Square Capital LLC’s portfolio, making the stock its largest holding. X Square Capital LLC owned 0.19% of Hims & Hers Health worth $24,253,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also modified their holdings of the company. VIRGINIA RETIREMENT SYSTEMS ET Al lifted its position in Hims & Hers Health by 0.8% during the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 25,600 shares of the company’s stock worth $1,452,000 after acquiring an additional 200 shares during the last quarter. GAMMA Investing LLC lifted its position in shares of Hims & Hers Health by 6.1% during the 3rd quarter. GAMMA Investing LLC now owns 4,098 shares of the company’s stock worth $232,000 after purchasing an additional 236 shares during the last quarter. Concurrent Investment Advisors LLC boosted its stake in Hims & Hers Health by 1.8% during the 3rd quarter. Concurrent Investment Advisors LLC now owns 13,984 shares of the company’s stock valued at $793,000 after purchasing an additional 252 shares during the period. Smartleaf Asset Management LLC grew its holdings in Hims & Hers Health by 44.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 916 shares of the company’s stock valued at $54,000 after buying an additional 283 shares during the last quarter. Finally, Bessemer Group Inc. increased its position in Hims & Hers Health by 105.8% in the 2nd quarter. Bessemer Group Inc. now owns 607 shares of the company’s stock worth $30,000 after buying an additional 312 shares during the period. 63.52% of the stock is owned by institutional investors.

Hims & Hers Health News Summary

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

• Positive Sentiment: Acquisition expands international footprint and revenue run‑rate — Hims & Hers agreed to buy Australian digital‑health provider Eucalyptus in a deal worth up to $1.15 billion, a move management says will accelerate global growth and add a high‑growth revenue stream. Hims & Hers Health to acquire Australia’s Eucalyptus for up to $1.15 billion
• Positive Sentiment: Deal expected to materially increase top line and international scale — Coverage notes Eucalyptus brings ~ $450M of annual revenue growing at triple‑digit rates and should accelerate HIMS’ personalized care footprint outside the U.S. Hims & Hers HUGE Acquisition News!
• Positive Sentiment: Product/technology expansion — Hims is ramping AI‑driven preventive care (menopause, low testosterone, multi‑cancer testing and deeper personalization), which supports a higher‑value platform positioning longer term. Hims & Hers Accelerates AI Preventive Care and Platform Strategy
• Neutral Sentiment: Analysts flag mixed near‑term earnings implications — Some previews say platform strength and new specialties could help Q4 results, but recognize higher costs tied to deals and expansion may cloud near‑term profitability. Can Platform Strength Support Hims & Hers Stock Before Q4 Earnings?
• Negative Sentiment: Regulatory and legal scrutiny around GLP‑1/weight‑loss products — Coverage reports the company’s earlier GLP‑1/compounder strategy drew backlash from drugmakers and regulators, raising compliance, litigation and reputational risks that could hurt sales and margins. Hims & Hers GLP-1 pill gambit backfires, accelerating crackdown on drug compounders
• Negative Sentiment: Reputational headlines and legal risk over “copycat” weight‑loss drugs — Media coverage and analysis highlight mounting criticism that could pressure demand or invite enforcement actions. Hims & Hers under fire over copycat weight loss drugs
• Neutral Sentiment: Deal financing and integration risk — Commentators note HIMS will use significant cash (and potentially other consideration) for the deal, raising questions about near‑term balance sheet flexibility and execution risk on integrating Eucalyptus. Hims & Hers $1.2 Billion Global Leap: Can Eucalyptus Cure its GLP-1 Ills?

Insiders Place Their Bets

In other Hims & Hers Health news, 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 transaction of $367,870.91. Following the completion of the transaction, the insider directly owned 169,940 shares in the company, valued at $6,238,497.40. This represents a 5.57% 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, COO Michael Chi sold 13,750 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $36.71, for a total transaction of $504,762.50. Following the completion of the sale, the chief operating officer owned 305,161 shares in the company, valued at $11,202,460.31. This represents a 4.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 82,963 shares of company stock worth $2,944,621 over the last quarter. Corporate insiders own 17.71% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on HIMS shares. Citigroup lowered their price objective on shares of Hims & Hers Health from $30.00 to $16.50 and set a “sell” rating on the stock in a research note on Monday, February 9th. Zacks Research downgraded Hims & Hers Health from a “hold” rating to a “strong sell” rating in a research report on Monday, January 19th. Leerink Partners raised Hims & Hers Health from a “hold” rating to a “strong-buy” rating in a report on Thursday, December 4th. TD Cowen reduced their price objective on Hims & Hers Health from $30.00 to $20.00 and set a “hold” rating for the company in a research report on Monday, February 9th. Finally, Deutsche Bank Aktiengesellschaft set a $31.00 price objective on Hims & Hers Health and gave the company a “hold” rating in a research report on Tuesday, February 10th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, nine have assigned a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $39.32.

Hims & Hers Health Stock Down 1.2%

NYSE HIMS opened at $15.62 on Monday. Hims & Hers Health, Inc. has a 1-year low of $15.29 and a 1-year high of $70.43. The company has a market capitalization of $3.56 billion, a price-to-earnings ratio of 28.93, a PEG ratio of 2.92 and a beta of 2.43. The stock’s 50 day moving average is $28.63 and its two-hundred day moving average is $40.27. The company has a current ratio of 1.88, a quick ratio of 1.64 and a debt-to-equity ratio of 1.67.

Hims & Hers Health announced that its board has approved a share buyback program on Monday, November 17th that allows the company to buyback $250.00 million in outstanding shares. This buyback authorization allows the company to repurchase up to 3% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board of directors believes its shares are undervalued.

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.