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Companies Healthcare HIMS.K
HI
HIMS.K NYSE Pharmaceutical Services

Hims.K

$25,20
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Mcap
5,8B USD
P/E
EV / Rev
Div yield
Op margin
4,5 %
ROE
23,7 %
Net margin
5,5 %
Debt / equity
1,80
Beta
52w range
Volume
112
Day range
Prev close
$25,20
Open
$24,58
Next earnings
2026-10-28
Ex-dividend
TR 1Y
About

HIMS.K operates in the healthcare facilities and services industry, providing pharmaceuticals and related healthcare services.

Business. HIMS.K is a healthcare company operating within the Healthcare Facilities & Services industry, with primary activities in pharmaceuticals. The firm generates revenue through service-based models typical of the healthcare services sector. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data. Consequently, the company is described at the industry level without geographic or segment breakdowns.

Classification99 %
SectorHealth Care
Industry groupPharmaceutical Services
Generated · model-assisted
Sell-side consensus
HOLD17 analysts
5 buy12 hold0 sell
Avg 12m price target26,30

Analyst recommendations

17 analysts · consensus Hold
Buy5
Hold12
Sell0
12-month price target
26,30
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
17 analysts · indicative
Ownership
Nuveen LLC
largest disclosed fund holder
Profitability
23,7 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning HIMS.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,7 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care · THIS SECTOR+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,4 %−2,7 %−0,9 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Consumer Staples−0,7 %+2,3 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to HIMS.K. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR
    • Congressional trades
    • CongressLisa McClain — Hims & Hers Health, Inc. Class A2025-08-04 · Republican · MI · Purchase · $1,001 - $15,000

    Pre-earnings brief

    Briefing · model-assisted

    Hims & Hers Health Inc (HIMS.K) has recorded a major modification in its holder profile, marking the first analysis for this ticker. The most significant development is a substantial increase in shareholding by investor ID 587, whose position grew from 3 shares to 34,614 shares as of March 31, 2026. This adjustment was detected on June 20, 2026, and represents a shift in the investor's portfolio weight from negligible levels to 0.000414868247541521%, with the holding value rising to $0.718586 million. This change is notable as it establishes the initial baseline for tracking institutional or significant holder activity for Hims & Hers Health Inc. Prior to this update, there was no prior basis for delta computation regarding holder changes for this specific ticker. The modification reflects a new or significantly expanded stake by a single entity within the company's broader ownership structure. The company's current profile indicates a top holder count of 30, suggesting a distributed ownership base. However, the specific activity of investor ID 587 highlights a concentrated move within this group. With an officer count of 1 and no current analyst coverage or index membership recorded, the company's public financial footprint remains limited in terms of traditional market metrics. The significance of this holder change lies in its role as the first data point for monitoring capital flows into Hims & Hers Health Inc. While the absolute value of the holding is relatively small, the magnitude of the increase from 3 shares to over 34,000 shares signals a deliberate accumulation by this specific investor. This event sets the stage for future analysis of holder trends and potential shifts in market sentiment toward the company.

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    HIMS.K is a healthcare company operating within the Healthcare Facilities & Services industry, with primary activities in pharmaceuticals. The firm generates revenue through service-based models typical of the healthcare services sector. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data. Consequently, the company is described at the industry level without geographic or segment breakdowns.

    Classification99 %
    SectorHealth Care
    Industry groupPharmaceutical Services
    AI synthesis
    GENERATED

    HIMS.K has a market price of $26.70, resulting in a market capitalization of $6.17 billion. The company's price-to-earnings ratio is 48.06, and its price-to-book ratio is 11.41, indicating a premium valuation relative to its book value. The enterprise value to EBITDA ratio is 65.46, suggesting a high valuation relative to its earnings before interest, taxes, depreciation, and amortization.

    In terms of profitability, HIMS.K has a return on equity of 23.73% and a return on assets of 5.96%. These figures indicate that the company is generating a relatively high return on its equity but a moderate return on its assets. The company's gross profit margin is 73.8%, and its operating margin is 4.5%, which are key metrics for assessing its profitability.

    HIMS.K's revenue is concentrated in the healthcare sector, with no specific geographic breakdown provided in the available data. The company's capital structure includes $972.58 million in long-term debt and $228.62 million in cash and equivalents, resulting in a debt-to-equity ratio of 1.8. The company's liquidity is rated as medium, with a current ratio of 1.9.

    The company's growth trajectory is reflected in its revenue of $2.35 billion and net income of $128.37 million. The company's free cash flow is negative at -$59.72 million, indicating that it is not generating sufficient cash from operations to cover its capital expenditures. The company's capital expenditures amounted to $242.59 million, which is a significant investment in its operations.

    HIMS.K faces a medium liquidity risk, as indicated by its current ratio of 1.9. The company's risk assessment also highlights a key flag: net cash is negative after subtracting total debt, which suggests potential liquidity constraints. The company's dilution risk is rated as low, with no significant dilution potential identified.

    Recent events and filings do not provide specific details on the company's recent activities or strategic initiatives. The company's analyst estimates indicate a mean price target of $26.30, with a median price target of $25.25. The mean recommendation from analysts is 2.71, indicating a generally neutral stance, with 5 buy recommendations and 12 hold recommendations.

    Hims & Hers Health Inc (HIMS.K) has recorded a major modification in its holder profile, marking the first analysis for this ticker. The most significant development is a substantial increase in shareholding by investor ID 587, whose position grew from 3 shares to 34,614 shares as of March 31, 2026. This adjustment was detected on June 20, 2026, and represents a shift in the investor's portfolio weight from negligible levels to 0.000414868247541521%, with the holding value rising to $0.718586 million. This change is notable as it establishes the initial baseline for tracking institutional or significant holder activity for Hims & Hers Health Inc. Prior to this update, there was no prior basis for delta computation regarding holder changes for this specific ticker. The modification reflects a new or significantly expanded stake by a single entity within the company's broader ownership structure. The company's current profile indicates a top holder count of 30, suggesting a distributed ownership base. However, the specific activity of investor ID 587 highlights a concentrated move within this group. With an officer count of 1 and no current analyst coverage or index membership recorded, the company's public financial footprint remains limited in terms of traditional market metrics. The significance of this holder change lies in its role as the first data point for monitoring capital flows into Hims & Hers Health Inc. While the absolute value of the holding is relatively small, the magnitude of the increase from 3 shares to over 34,000 shares signals a deliberate accumulation by this specific investor. This event sets the stage for future analysis of holder trends and potential shifts in market sentiment toward the company.

    Key takeaways
    • HIMS.K has a high price-to-earnings ratio of 48.06, indicating a premium valuation.
    • The company's return on equity is 23.73%, suggesting strong profitability relative to its equity.
    • HIMS.K has a debt-to-equity ratio of 1.8, indicating a leveraged capital structure.
    • The company's free cash flow is negative at -$59.72 million, indicating cash flow constraints.
    • Analysts have a generally neutral stance on the company, with a mean recommendation of 2.71.
    • **margin_outlook_rationale**: The company's gross profit margin of 73.8% and operating margin of 4.5% suggest a stable margin outlook driven by its healthcare services and pharmaceuticals business.
    • **rd_outlook_rationale**: No specific information is available on the company's research and development outlook.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $25,20
    Market cap
    $6.17B
    Enterprise value
    $6.91B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    23.0x
    P / B
    11.4x
    P / Tangible book
    11.4x
    Tangible book
    $540.9M
    Net cash
    -$744.0M
    Current ratio
    1.9
    Debt / equity
    1.8
    ROA
    6.0%
    ROE
    23.7%
    Cash conversion
    234.0%
    CapEx / revenue
    -10.3%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    INDUSTRYSEGMENTCOMPANYHealthcareIndustryPharmaceutical Services41,1B node revenuePHG 49,5%EHC 14,5%BKD 7,8%TDOC 6,2%HIMS 5,7%NTRA 5,6%NHC 3,7%PNTG 2,3%Other 4,8%
    Source: company disclosures · own-taxonomy revenue-covered setHIMS 5,7% · rank #5 of 18

    Business relationships

    Business relationships17 disclosed relationships · 1 type · extracted from filings & disclosures
    Subsidiaries17
    EX21:00102abd31c5EX21:00102abd31c5Subsidiarie97%
    EX21:15996190edccEX21:15996190edccSubsidiarie97%
    EX21:1a992b5c54b4EX21:1a992b5c54b4Subsidiarie97%
    EX21:3dea562e9b78EX21:3dea562e9b78Subsidiarie97%
    EX21:3fa13794ada7EX21:3fa13794ada7Subsidiarie97%
    EX21:6b4b1629c03bEX21:6b4b1629c03bSubsidiarie97%
    EX21:8fc02caebee0EX21:8fc02caebee0Subsidiarie97%
    EX21:af7072c3e4d5EX21:af7072c3e4d5Subsidiarie97%
    EX21:ba57232d40a4EX21:ba57232d40a4Subsidiarie97%
    EX21:bcead832fd55EX21:bcead832fd55Subsidiarie97%
    EX21:c277e77e1d0eEX21:c277e77e1d0eSubsidiarie97%
    EX21:cd7c79f79103EX21:cd7c79f79103Subsidiarie97%
    EX21:ddd80efc964cEX21:ddd80efc964cSubsidiarie97%
    EX21:e89639542f3bEX21:e89639542f3bSubsidiarie97%
    EX21:eb1b42d7f7dbEX21:eb1b42d7f7dbSubsidiarie97%
    EX21:eebbfa53a4a2EX21:eebbfa53a4a2Subsidiarie97%
    EX21:f68e74b6d356EX21:f68e74b6d356Subsidiarie97%

    Supply chain

    — missing data

    Peer comparison

    Peer comparison7 peers · vs HIMS · multiples and returns
    PH
    PHG
    PHG.BK
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    EH
    EHC
    Encompass Health Corp
    $112,47
    11,5B USD
    P/E
    18,6x
    -29,5 vs self
    Div yield
    0,6 %
    vs self
    ROE
    23,2 %
    -0,5 vs self
    BK
    BKD
    Brookdale Senior Living Inc
    $14,37
    3,4B USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    469,6 %
    +445,9 vs self
    TD
    TDOC
    TELADOC HEALTH, INC.
    $6,57
    1,2B USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -14,5 %
    -38,2 vs self
    NT
    NTRA
    NATERA, INC.
    $270,36
    38,6B USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -8,5 %
    -32,2 vs self
    NH
    NHC
    National Healthcare Corp
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    PN
    PNTG
    Pennant Group Inc
    $40,18
    1,4B USD
    P/E
    39,2x
    -8,8 vs self
    Div yield
    vs self
    ROE
    8,1 %
    -15,6 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,54
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    17
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-06 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,54
    Revenueno estimateno estimate2,8B USD
    Operating incomeno estimateno estimate153,0M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Corporate eventM&A horizon
    M&A probabilityconf 3 %
    Probability
    3 %
    Base rate
    3 %
    Band
    180-day horizon · target 2027-01-22 · 1,0× base rate
    No acquirer candidates identified by the signal model.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution17 analysts
    Strong buy0
    Buy5
    Hold12
    Sell0
    Strong sell0
    12-month price target$26,30 · Median $25,25
    Low $18,00High $35,00
    Operating income · consensus153,0M USD
    EPS surprise
    −5,8 %
    reported vs consensus · miss
    Revenue surprise
    −14,9 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$18,00
    Mean$26,30
    Median$25,25
    High$35,00
    Spot$25,20
    +4.4 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin4,5 %Above median
    Net Margin5,5 %Above P75
    ROE23,7 %Above P75
    Capex / Rev-10,3 %Bottom quartile
    D/E1,80Bottom quartile
    Cash Conv2,34Above median

    Corporate actions / M&A

    M&A probabilityconf —
    Probability
    3 %
    Base rate
    3 %
    Band
    Low
    180-day horizon · target 2027-01-22 · 1,0× base rate
    No acquirer candidates identified by the signal model.
    Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net disposed 779 855 sh45 exercises · 3 grants15 insiders
    • Okupe OluyemiChief Financial Officer · Stock Option (right to buy) → Class A Common StockDisposed 6 376 @ $5,01exercise · 2026-06-22
    • Carroll Patrick HarrisonChief Medical Officer · Restricted Stock Unit → Class A Common StockDisposed 3 533exercise · 2026-06-15
    • Autor Deborah M.Director, Chief Policy Officer · Restricted Stock Unit → Class A Common StockDisposed 32 919exercise · 2026-06-15
    • Carroll Patrick HarrisonChief Medical Officer · Restricted Stock Unit → Class A Common StockDisposed 9 405exercise · 2026-06-15
    • Okupe OluyemiChief Financial Officer · Restricted Stock Unit → Class A Common StockDisposed 18 334exercise · 2026-06-15
    • Okupe OluyemiChief Financial Officer · Restricted Stock Unit → Class A Common StockDisposed 22 988exercise · 2026-06-15
    • Okupe OluyemiChief Financial Officer · Restricted Stock Unit → Class A Common StockDisposed 11 483exercise · 2026-06-15
    • Okupe OluyemiChief Financial Officer · Restricted Stock Unit → Class A Common StockDisposed 18 811exercise · 2026-06-15
    • Chi MichaelChief Operating Officer · Restricted Stock Unit → Class A Common StockDisposed 16 496exercise · 2026-06-15
    • Carroll Patrick HarrisonChief Medical Officer · Restricted Stock Unit → Class A Common StockDisposed 8 148exercise · 2026-06-15
    • Carroll Patrick HarrisonChief Medical Officer · Restricted Stock Unit → Class A Common StockDisposed 4 840exercise · 2026-06-15
    • WELLS DAVID BDirector · Restricted Stock Unit → Class A Common StockDisposed 957exercise · 2026-06-15
    • Payne Christopher DDirector · Restricted Stock Unit → Class A Common StockDisposed 647exercise · 2026-06-15
    • Payne Christopher DDirector · Restricted Stock Unit → Class A Common StockDisposed 10 040exercise · 2026-06-15
    • Carroll Patrick HarrisonChief Medical Officer · Restricted Stock Unit → Class A Common StockDisposed 435exercise · 2026-06-15
    • Manuel AnjaDirector · Restricted Stock Unit → Class A Common StockDisposed 10 040exercise · 2026-06-15
    • Dudum AndrewDirector, Chief Executive Officer, 10% owner · Restricted Stock Unit → Class A Common StockDisposed 19 150exercise · 2026-06-15
    • Chi MichaelChief Operating Officer · Restricted Stock Unit → Class A Common StockDisposed 16 297exercise · 2026-06-15
    • Chi MichaelChief Operating Officer · Restricted Stock Unit → Class A Common StockDisposed 19 358exercise · 2026-06-15
    • Chi MichaelChief Operating Officer · Restricted Stock Unit → Class A Common StockDisposed 10 599exercise · 2026-06-15
    • Chi MichaelChief Operating Officer · Restricted Stock Unit → Class A Common StockDisposed 23 514exercise · 2026-06-15
    • Becklund IrenePAO · Restricted Stock Unit → Class A Common StockDisposed 2 291exercise · 2026-06-15
    • Becklund IrenePAO · Restricted Stock Unit → Class A Common StockDisposed 4 065exercise · 2026-06-15
    • Becklund IrenePAO · Restricted Stock Unit → Class A Common StockDisposed 4 344exercise · 2026-06-15
    • Becklund IrenePAO · Restricted Stock Unit → Class A Common StockDisposed 1 392exercise · 2026-06-15

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • HIMS.K Market data — financials · 2026-05-28
    • Hims & Hers Health Inc Market data — analyst estimates · 2026-05-28

    Ownership & reference

    Top holders

    • Nuveen LLCInvestment Managers · as of 2024-12-310,02 %$70M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,02 %$86M
    • Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,01 %$27M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,01 %$185M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,01 %$679M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,01 %$49M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,01 %$108M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,01 %$51M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,01 %$51M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,01 %$294M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,01 %$155M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,01 %$16M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,01 %$28M
    • First Trust Advisors L.P.Investment Managers · as of 2026-03-310,00 %$6M
    • Wellington Management Company, LLPInvestment Managers · as of 2026-03-310,00 %$20M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,00 %$10M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,00 %$14M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$14M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$9M
    • AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,00 %$5M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$5M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$3M
    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$1M
    • Victory Capital Management Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$1M
    • American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$2M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Leadership

    • Andrew DudumChairman of the Board, Chief Executive Officer

    Insider activity

    Net selling1 buys · 7 sellsnet -$2,2M15 insiders · last 365d
    • Okupe OluyemiChief Financial Officer · Class A Common StockSold 18 197 @ $34,03$619K · 2026-06-22
    • Okupe OluyemiChief Financial Officer · Class A Common StockOther 6 376 @ $5,01$32K · 2026-06-22
    • Carroll Patrick HarrisonChief Medical Officer · Class A Common StockSold 23 726 @ $35,00$830K · 2026-06-18
    • Elshenawy MohamedCTO · Class A Common StockSold 30 040 @ $31,50$946K · 2026-06-17
    • Chi MichaelChief Operating Officer · Class A Common StockSold 14 027 @ $31,50$442K · 2026-06-17
    • Becklund IrenePAO · Class A Common StockSold 4 490 @ $31,50$141K · 2026-06-17
    • Becklund IrenePAO · Class A Common StockSold 7 573 @ $30,25$229K · 2026-06-16
    • Payne Christopher DDirector · Class A Common StockOther 647 · 2026-06-15
    • Carroll Patrick HarrisonChief Medical Officer · Class A Common StockOther 25 926 · 2026-06-15
    • Carroll Patrick HarrisonChief Medical Officer · Class A Common StockOther 8 310 @ $30,17$251K · 2026-06-15
    • Okupe OluyemiChief Financial Officer · Class A Common StockOther 71 616 · 2026-06-15
    • Okupe OluyemiChief Financial Officer · Class A Common StockOther 39 541 @ $30,17$1,2M · 2026-06-15
    • Autor Deborah M.Director, Chief Policy Officer · Class A Common StockOther 32 919 · 2026-06-15
    • Autor Deborah M.Director, Chief Policy Officer · Class A Common StockOther 15 396 @ $30,17$464K · 2026-06-15
    • Chi MichaelChief Operating Officer · Class A Common StockOther 86 264 · 2026-06-15
    • Chi MichaelChief Operating Officer · Class A Common StockOther 47 699 @ $30,17$1,4M · 2026-06-15
    • Becklund IrenePAO · Class A Common StockOther 15 971 · 2026-06-15
    • Becklund IrenePAO · Class A Common StockOther 5 870 @ $30,17$177K · 2026-06-15
    • Boughton SoleilChief Legal Officer · Class A Common StockOther 42 261 · 2026-06-15
    • Boughton SoleilChief Legal Officer · Class A Common StockOther 23 315 @ $30,17$703K · 2026-06-15
    • Dudum AndrewDirector, Chief Executive Officer, 10% owner · Class A Common StockOther 154 991 · 2026-06-15
    • Dudum AndrewDirector, Chief Executive Officer, 10% owner · Class A Common StockOther 85 632 @ $30,17$2,6M · 2026-06-15
    • Elshenawy MohamedCTO · Class A Common StockOther 282 597 · 2026-06-15
    • Elshenawy MohamedCTO · Class A Common StockOther 151 534 @ $30,17$4,6M · 2026-06-15
    • WELLS DAVID BDirector · Class A Common StockOther 957 · 2026-06-15

    Short positioning

    61.4Mshares short+0.4% vs prior
    4.52days to cover
    46.8%short of daily vol
    28.1Kfails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    HIMS.KCanonical
    NYSE · USD

    Intel & risk

    PredictorBeat prob45 %Surprise-0,00M&A prob3 %Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    HIMSEX21:001EX21:159EX21:1a9EX21:3deEX21:3faEX21:6b4EX21:8fcEX21:af7EX21:ba5EX21:bcePharmaceutical
    This companySectorSubsidiaries

    Evidence & claims

    From filings & derived data
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): 204.5%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 70.6%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): 59.0%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 13.5%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 599.1%Derived (calculated)
    • Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 102.5%Derived (calculated)
    • EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -1.7%Derived (calculated)
    • EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -3.8%Derived (calculated)
    • Gross profit (YoY) (2025-12-31 vs 2024-12-31): 47.8%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 1.8%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 19.5%Derived (calculated)
    • Net margin (FY 2025-12-31): 5.5%Derived (calculated)
    • Gross margin (FY 2025-12-31): 73.8%Derived (calculated)
    • Return on equity (FY 2025-12-31): 23.7%Derived (calculated)
    • Return on assets (FY 2025-12-31): 6.0%Derived (calculated)
    • Current ratio (FY 2025-12-31): 1.90xDerived (calculated)
    • Debt-to-equity (FY 2025-12-31): 2.98xDerived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 3.6%Derived (calculated)
    • Pre-tax income (annual): USD 123.92MSEC XBRL filing
    • Shareholders' equity (annual): USD 540.93MSEC XBRL filing
    • Current assets (annual): USD 767.64MSEC XBRL filing
    • Total operating expenses (annual): USD 1.63BSEC XBRL filing
    • Total assets (annual): USD 2.15BSEC XBRL filing
    • Operating cash flow (annual): USD 300.01MSEC XBRL filing
    Showing 24 of 54 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: insider_flow_signal (90d)
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)
    2026-06-27 03:14 UTCHOLDERInstitutional holding changed
    2026-06-27 03:14 UTCHOLDER1 institutional position change flagged (1 major)
    2026-06-22 00:00 UTCINSIDER81 insider transactions — 2026-06 · net sell $13.2M 44 derivative
    2026-06-22INSIDEROkupe Oluyemi sold 18.2k sh Class A Common Stock — Chief Financial Officer ~$619k
    2026-06-22INSIDEROkupe Oluyemi transacted 6.4k sh Class A Common Stock — Chief Financial Officer ~$32k
    2026-06-22INSIDEROkupe Oluyemi disposed of 6.4k sh Stock Option (right to buy) — Chief Financial Officer
    2026-06-21 02:57 UTCHOLDERInstitutional holding changed
    2026-06-21 02:57 UTCHOLDER1 institutional position change flagged (1 major)
    2026-06-18INSIDERCarroll Patrick Harrison sold 23.7k sh Class A Common Stock — Chief Medical Officer ~$830k
    2026-06-17INSIDERElshenawy Mohamed sold 30.0k sh Class A Common Stock — CTO ~$946k
    2026-06-17INSIDERChi Michael sold 14.0k sh Class A Common Stock — Chief Operating Officer ~$442k
    2026-06-17INSIDERBecklund Irene sold 4.5k sh Class A Common Stock — PAO ~$141k
    2026-06-16INSIDERBecklund Irene sold 7.6k sh Class A Common Stock — PAO ~$229k
    2026-06-15FILING8-K filing →
    2026-06-15INSIDERPayne Christopher D transacted 647 sh Class A Common Stock — Director
    2026-06-15INSIDERCarroll Patrick Harrison transacted 25.9k sh Class A Common Stock — Chief Medical Officer
    2026-06-15INSIDERCarroll Patrick Harrison transacted 8.3k sh Class A Common Stock — Chief Medical Officer ~$251k
    2026-06-15INSIDEROkupe Oluyemi transacted 71.6k sh Class A Common Stock — Chief Financial Officer
    2026-06-15INSIDEROkupe Oluyemi transacted 39.5k sh Class A Common Stock — Chief Financial Officer ~$1.19M
    2026-06-15INSIDERAutor Deborah M. transacted 32.9k sh Class A Common Stock — Director, Chief Policy Officer
    2026-06-15INSIDERAutor Deborah M. transacted 15.4k sh Class A Common Stock — Director, Chief Policy Officer ~$464k
    2026-06-15INSIDERChi Michael transacted 86.3k sh Class A Common Stock — Chief Operating Officer
    2026-06-15INSIDERChi Michael transacted 47.7k sh Class A Common Stock — Chief Operating Officer ~$1.44M
    2026-06-15INSIDERBecklund Irene transacted 16.0k sh Class A Common Stock — PAO
    2026-06-15INSIDERBecklund Irene transacted 5.9k sh Class A Common Stock — PAO ~$177k
    2026-06-15INSIDERBoughton Soleil transacted 42.3k sh Class A Common Stock — Chief Legal Officer
    2026-06-15INSIDERBoughton Soleil transacted 23.3k sh Class A Common Stock — Chief Legal Officer ~$703k
    2026-06-15INSIDERDudum Andrew transacted 155.0k sh Class A Common Stock — Director, Chief Executive Officer, 10% owner
    2026-06-15INSIDERDudum Andrew transacted 85.6k sh Class A Common Stock — Director, Chief Executive Officer, 10% owner ~$2.58M
    2026-06-15INSIDERElshenawy Mohamed transacted 282.6k sh Class A Common Stock — CTO
    2026-06-15INSIDERElshenawy Mohamed transacted 151.5k sh Class A Common Stock — CTO ~$4.57M
    2026-06-15INSIDERWELLS DAVID B transacted 957 sh Class A Common Stock — Director
    2026-06-15INSIDEROkupe Oluyemi disposed of 18.3k sh Restricted Stock Unit — Chief Financial Officer
    2026-06-15INSIDEROkupe Oluyemi disposed of 23.0k sh Restricted Stock Unit — Chief Financial Officer
    2026-06-15INSIDERChi Michael disposed of 16.5k sh Restricted Stock Unit — Chief Operating Officer
    2026-06-15INSIDEROkupe Oluyemi disposed of 11.5k sh Restricted Stock Unit — Chief Financial Officer
    Showing the 40 most recent of 63 entries.
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage