Who Owns Hims & Hers Health Stock?

Hims & Hers Health (HIMS) stock has surged 108% YTD, driven by strong subscriber growth and digital health offerings. The company's Q1 results showed revenue jumping 111% YoY to $586 million. Despite a recent 16% decline, the stock is still owned by public companies and individual investors (59.23%), followed by ETFs, mutual funds, insiders, and other institutional investors. Vanguard owns the highest stake at 8.16%, while iShares holds a 7.04% stake. Wall Street is sidelined on HIMS stock with one Buy, seven Holds, and two Sell recommendations.

Hims & Hers Health Inc. (HIMS) stock has surged 108% year-to-date (YTD), driven by strong subscriber growth and digital health offerings. The company's Q1 2025 results showed revenue jumping 111% year-over-year (YoY) to $586 million. Despite a recent 16% decline, the stock is still owned by public companies and individual investors (59.23%), followed by ETFs, mutual funds, insiders, and other institutional investors. Vanguard owns the highest stake at 8.16%, while iShares holds a 7.04% stake. Wall Street is sidelined on HIMS stock with one Buy, seven Holds, and two Sell recommendations [2].

The company's Q2 2025 earnings, set to be released on August 4, will be a critical test of whether this growth story holds up. Hims & Hers is projecting full-year revenue of $2.3–$2.4 billion, with Adjusted EBITDA margins expanding to 13–14%. The company's long-term vision includes a $6.5 billion revenue target by 2030, with EBITDA of $1.3 billion [3].

Hims & Hers is doubling down on five strategic pillars: deepening personalization, expanding into new specialties, enhancing subscriber experiences, partnerships, and global expansion. The company is shifting away from transactional metrics and focusing on subscription-based revenue, which is more predictable and lucrative [3].

The telehealth sector is heating up, with competitors like Teladoc (TDOC) and Amwell (TWEL) circling. Hims & Hers' focus on personalization and subscriber growth is a start, but execution is key. The company's gross margins dipped to 73% in Q1 from 82% in 2024, due to a "business mix change," likely reflecting higher-cost services or fulfillment. Meanwhile, free cash flow in Q1 reached $50 million, up from $11 million in 2024 [3].

Investors should pay attention to the upcoming Q2 earnings call and the Canaccord Genuity Growth Conference on August 13. These events will provide insights into whether Hims & Hers can sustain margin expansion amid rising competition and progress on its 2030 goals [3].

Hims & Hers is trading at a Forward P/E ratio of 69.88, a premium compared to its industry average Forward P/E of 28.58. The company's PEG ratio of 1.91 is also higher than the industry average of 2.67. However, the company's growth rate is far higher than its competitors, which could justify its valuation [2].

In conclusion, Hims & Hers Health Inc. (HIMS) stock has shown strong growth and momentum, but investors must monitor margins and competitive threats. The upcoming Q2 earnings and Canaccord presentation will provide clarity on the company's path ahead.

References:
[1] https://stockanalysis.com/stocks/hims/revenue/
[2] https://www.nasdaq.com/articles/hims-hers-health-inc-hims-dips-more-broader-market-what-you-should-know
[3] https://www.ainvest.com/news/hims-rocket-fuel-bubble-q2-results-signal-growth-2507/