HIMS at a glance
Hims & Hers Health, Inc. (HIMS, SEC CIK 1773751) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Hims & Hers Health, Inc. (HIMS) reported revenue of $2.3 billion (up 59.0% from FY2024) and net income of $128.4 million. Diluted EPS was $0.51.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Hims & Hers Health, Inc. (HIMS) shares worth $3.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Okupe Oluyemi on October 1, 2026 of 2,000 shares at $29.70 per share.
- In the last 90 days, HIMS insiders reported 0 open-market purchases ($0) and 13 open-market sales ($4.1M) on Form 4, a net sale of $4.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.3B
- +59.0% vs prior year
- Insiders · 90 days
- 0 buys · 13 sells
- Net −$4.1M
- 13F holders
- 34 funds
- $3.2B · +2 vs prior quarter
- Latest 8-K
- Aug 10, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Consumer-first digital health platform offering telehealth consultations, personalized prescription and non-prescription products, and laboratory testing
- New 2025 offerings: Testosterone, menopause, perimenopause support, and comprehensive laboratory testing for early health risk identification
- Strategic shift: Accelerated international expansion including pending acquisition of Australia-based Zava, enhancing global footprint across 5 countries
- Quantitative note: Over 50 million telehealth consultations facilitated since founding, with extended operations in US, UK, Canada, EU (Germany, Ireland, France, Spain)
- Noteworthy fact: Integrated ownership of 4 pharmacies and specialty facilities (compounding, peptide manufacturing, lab), reducing costs and improving operational control
Risk Factors
- Cybersecurity risks reviewed quarterly by Audit Committee with escalation to CTO and executive leadership
- Head of Information Security with 20 years experience, certified CISSP, CCSP, CRISC, CCISO, reporting to CTO
- Dedicated cybersecurity team with industry-recognized credentials maintaining current professional education
Management Discussion & Analysis
- Revenue $2.35B in 2025, up 59% YoY from $1.48B in 2024, driven by U.S. Revenue growth $2.21B (+53%) and Rest of World Revenue $134M (+399%)
- Online Revenue $2.31B in 2025, up 61% YoY from $1.44B; Wholesale Revenue $36.2M down 6% YoY from $38.6M
- Subscribers 2.51M in 2025, up 13% YoY from 2.23M; Monthly Revenue per Average Subscriber $83 (+28%) vs $65
- Operating investments in facilities, marketing, product development; recent acquisitions including Zava (July 2025) and Medici (Nov 2025)
- Forward outlook: 2026 acquisition of Eucalyptus ($1.15B total consideration) to expand international presence; expect continued growth but risks from marketing effectiveness, regulatory changes, and macroeconomic factors
AI summary of the HIMS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $753.2M, up 38% YoY from $544.8M, driven by Rest of World revenue up 1,641% to $131.4M
- Net loss $86.3M, net margin (11)% vs 8% YoY; Adjusted EBITDA margin 8% vs 15%
- Best-performing line Hers brand, over 40% of U.S. revenue vs approximately 35% YoY
- Subscribers 2.9M, up 19% YoY; monthly revenue per average subscriber $92 vs $76
- Near-term headwinds: shorter shipping cadences pressuring gross margins and investments expected to increase operating expenses
Risk Factors
- Compounded GLP-1 enforcement risk triggered by February 2026 FDA restrictions and HHS referral to DOJ
- Weight-loss transition risk from March 2026 shift toward branded GLP-1 medications and limited compounded access
- Regulatory advertising risk from influencer promotion of prescription medicines, prohibited in the United Kingdom, European Union, and Canada
- Near-term demand risk as compounded-treatment customers may resist branded therapies, reducing conversion and increasing churn
- Margin risk from branded GLP-1 procurement costs and limited ability to pass through price increases
AI summary of the HIMS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release issued August 10, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Chief Accounting Officer and Principal Accounting Officer Irene Becklund departing October 9, 2026
- Resignation explicitly unrelated to accounting principles, practices, financial statements, or disclosures
Item 1.01: Entry into a Material Definitive Agreement
- $400 million receivables facility enabling subsidiaries to monetize eligible receivables for cash, less purchase discounts
- JPMorgan may decline receivable purchases, making funding availability discretionary rather than committed
AI summaries of HIMS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HIMS
Don't miss the next HIMS filing
- Alerts as it files. A push when HIMS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut HIMS, by share count.
- Ask anything. An AI agent that reads every HIMS filing and answers with sources.
HIMS alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Okupe Oluyemi | Sell | Oct 1, 2026 | 2,000 | $29.70 |
| Boughton Soleil | Sell | Sep 30, 2026 | 3,461 | $29.17 |
| Okupe Oluyemi | M | Sep 22, 2026 | 14,000 | - |
| Okupe Oluyemi | Sell | Sep 22, 2026 | 29,277 | $29.95 |
| Okupe Oluyemi | M | Sep 22, 2026 | 14,000 | $5.01 |
| Okupe Oluyemi | Sell | Sep 17, 2026 | 12,313 | $28.82 |
| Boughton Soleil | Sell | Sep 16, 2026 | 6,236 | $27.86 |
| Elshenawy Mohamed | Sell | Sep 15, 2026 | 7,954 | $28.39 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $872.0M | $1.5B | $2.3B |
| Gross Profit | $714.9M | $1.2B | $1.7B |
| Operating Income | - | $61.9M | $105.6M |
| Net Income | -$23.5M | $126.0M | $128.4M |
| Gross Margin | 82.0% | 79.5% | 73.8% |
| Op. Margin | - | 4.2% | 4.5% |
| Net Margin | -2.7% | 8.5% | 5.5% |
| Balance Sheet | |||
| Total Assets | - | $707.5M | $2.2B |
| Equity | - | $476.7M | $540.9M |
| ROE | - | 26.4% | 23.7% |
| Per Share | |||
| EPS | $-0.11 | $0.53 | $0.51 |
| Cash Flow | |||
| Operating CF | - | $251.1M | $300.0M |
Source: XBRL data in Hims & Hers Health, Inc. (HIMS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HIMS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $3.23B |
| Q1 2026 | 32 | $1.84B |
| Q4 2025 | 32 | $4.16B |
| Q3 2025 | 35 | $8.82B |
| Q2 2025 | 35 | $5.25B |
| Q1 2025 | 30 | $2.34B |
| Q4 2024 | 24 | $1.40B |
| Q3 2024 | 21 | $503.5M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 243 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HIMS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
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HIMS SEC filings: frequently asked questions
Are HIMS insiders buying or selling?
In the last 90 days, Hims & Hers Health, Inc. (HIMS) officers, directors and 10% owners reported no open-market purchases and 13 open-market sales worth $4.1 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HIMS stock?
As of June 30, 2026, the largest Hims & Hers Health, Inc. (HIMS) holders among the 13F filers tracked by SignalX were BlackRock ($995.2 million), Vanguard Portfolio Management LLC ($366.1 million), Vanguard Capital Management LLC ($330.8 million), State Street Corp ($282.4 million), Morgan Stanley ($248.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HIMS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Hims & Hers Health, Inc. (HIMS) reported revenue of $2.3 billion (up 59.0% from FY2024) and net income of $128.4 million. Diluted EPS was $0.51. The figures come from the XBRL data in the 10-K.
What are the main risks in HIMS's latest 10-K?
In the 10-K filed February 23, 2026, Hims & Hers Health, Inc. (HIMS) flagged: Cybersecurity risks reviewed quarterly by Audit Committee with escalation to CTO and executive leadership. Head of Information Security with 20 years experience, certified CISSP, CCSP, CRISC, CCISO, reporting to CTO. (AI summary of the Risk Factors section.)
What did HIMS report in its latest 8-K?
Hims & Hers Health, Inc. (HIMS) filed an 8-K on August 10, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest HIMS SEC filings?
Hims & Hers Health, Inc. (HIMS) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and a Form 4 insider filing on October 2, 2026.
What is HIMS's SEC CIK number?
Hims & Hers Health, Inc. (HIMS)'s SEC Central Index Key (CIK) is 1773751. EDGAR lists every HIMS filing under that number.
Ask anything about HIMS
The research agent reads HIMS's filings, financials, insider trades and 13F holders, then answers with sources.