Casdin Capital LLC Raises Stock Position in Hims & Hers Health, Inc. $HIMS

Posted by Stanley Muller on Jun 18th, 2026

Casdin Capital LLC grew its holdings in Hims & Hers Health, Inc. (NYSE:HIMS – Free Report) by 67.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 385,000 shares of the company’s stock after buying an additional 155,000 shares during the period. Hims & Hers Health makes up 0.8% of Casdin Capital LLC’s portfolio, making the stock its 20th largest holding. Casdin Capital LLC’s holdings in Hims & Hers Health were worth $12,501,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Boothbay Fund Management LLC purchased a new position in shares of Hims & Hers Health in the 4th quarter worth $272,000. 9823 Capital L.P. purchased a new position in shares of Hims & Hers Health in the 4th quarter worth $260,000. DV Equities LLC purchased a new position in shares of Hims & Hers Health during the 4th quarter worth about $46,000. AQR Capital Management LLC boosted its stake in shares of Hims & Hers Health by 86.9% during the 4th quarter. AQR Capital Management LLC now owns 221,057 shares of the company’s stock worth $7,178,000 after purchasing an additional 102,751 shares during the period. Finally, Cadian Capital Management LP purchased a new position in shares of Hims & Hers Health during the 4th quarter worth about $410,000. 63.52% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Hims & Hers Health

In related news, insider Soleil Boughton sold 9,463 shares of Hims & Hers Health stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $30.00, for a total transaction of $283,890.00. Following the completion of the sale, the insider owned 299,368 shares in the company, valued at $8,981,040. This trade represents a 3.06% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Michael Chi sold 14,027 shares of Hims & Hers Health stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $31.50, for a total transaction of $441,850.50. Following the sale, the chief operating officer owned 432,124 shares of the company’s stock, valued at $13,611,906. The trade was a 3.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 131,267 shares of company stock worth $3,628,628 over the last ninety days. 11.76% of the stock is currently owned by company insiders.

Key Hims & Hers Health News

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

Positive Sentiment: Barclays sees breakout potential for Hims & Hers as the Novo partnership and weight-loss offerings could drive stronger revenue and EBITDA growth in the second half of 2026. HIMS Stock Gained Nearly 6% On Wednesday — Barclays Sees Breakout Potential After Novo Partnership
Positive Sentiment: Analysts are focused on an upcoming FDA peptide review that could serve as the next major growth catalyst for Hims & Hers. HIMS Stock Breaks Above $30 Ahead Of Upcoming FDA Peptide Review: Analysts Eye Next Growth Catalyst
Positive Sentiment: Investor enthusiasm remains high around peptides and GLP-1 treatments, with some bullish commentary suggesting the market opportunity could be larger than current forecasts. Hims & Hers Stands to Get a Big Chunk of the $2.2B Peptides Market
Neutral Sentiment: Insider selling disclosures from COO Michael Chi and employee Irene Becklund were made under pre-arranged 10b5-1 plans and were tied to tax withholding from equity vesting, which makes them less concerning than open-market insider selling.
Neutral Sentiment: Market commentary highlighted Hims & Hers’ strong recent share performance and ongoing momentum, but did not add a new fundamental catalyst. Hims & Hers Health, Inc. (HIMS) Ascends While Market Falls: Some Facts to Note
Negative Sentiment: The insider sales, while routine, may still create some short-term caution for investors if the stock’s valuation remains stretched.

Analyst Ratings Changes

A number of research firms recently commented on HIMS. Wall Street Zen cut shares of Hims & Hers Health from a “hold” rating to a “sell” rating in a research note on Saturday, May 9th. JPMorgan Chase & Co. dropped their price target on shares of Hims & Hers Health from $35.00 to $33.00 and set an “overweight” rating for the company in a research note on Tuesday, May 12th. Barclays reaffirmed an “overweight” rating and set a $39.00 price target on shares of Hims & Hers Health in a research note on Wednesday. Needham & Company LLC lifted their price target on shares of Hims & Hers Health from $30.00 to $35.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Finally, Leerink Partners lifted their price target on shares of Hims & Hers Health from $17.50 to $25.00 and gave the stock a “market perform” rating in a research note on Monday, March 16th. Four analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Hims & Hers Health presently has an average rating of “Hold” and an average target price of $29.37.

Check Out Our Latest Analysis on HIMS

Hims & Hers Health Price Performance

HIMS stock opened at $31.97 on Thursday. Hims & Hers Health, Inc. has a 12 month low of $13.74 and a 12 month high of $70.43. The company has a 50-day moving average price of $26.11 and a 200 day moving average price of $26.61. The stock has a market cap of $7.40 billion, a PE ratio of -355.22, a P/E/G ratio of 59.04 and a beta of 2.37. The company has a current ratio of 1.69, a quick ratio of 1.56 and a debt-to-equity ratio of 2.18.

Hims & Hers Health (NYSE:HIMS – Get Free Report) last announced its quarterly earnings data on Monday, May 11th. The company reported ($0.40) earnings per share for the quarter, missing analysts’ consensus estimates of $0.04 by ($0.44). Hims & Hers Health had a negative net margin of 0.56% and a positive return on equity of 6.10%. The company had revenue of $608.10 million for the quarter, compared to the consensus estimate of $616.84 million. During the same quarter in the previous year, the business earned $0.20 EPS. The company’s quarterly revenue was up 3.8% compared to the same quarter last year. Equities research analysts anticipate that Hims & Hers Health, Inc. will post 0.04 earnings per share for the current year.

Hims & Hers Health Profile

(Free Report)

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.