Hims & Hers shares fall on convertible notes offering

Published 08/05/2025, 13:22
© Reuters

Investing.com -- Shares of Hims & Hers Health, Inc. (NYSE: HIMS) fell 3% today following the company’s announcement of a proposed offering of convertible senior notes. The health and wellness company plans to raise $450 million through the notes, which are due in 2030, to accelerate its global expansion and invest in AI and personalized treatments.

The decline in Hims & Hers’ stock price comes as the market reacts to the potential dilution of shares resulting from the convertible notes offering. Investors often view convertible debt as a precursor to equity dilution if the notes are converted into stock, which can lead to a decrease in existing shareholders’ value.

According to the press release, the proceeds from the offering are earmarked for general corporate purposes, including global expansion through organic growth and strategic acquisitions, although there are currently no definitive agreements for any material acquisitions. The funds will also support the company’s technology initiatives, such as expanding its data pipeline, developing AI tools, and advancing personalized treatments to enhance the healthcare experience for consumers.

Hims & Hers has appointed a new CTO, Mo Elshenawy, to lead these technological advancements. Additionally, part of the net proceeds will fund the cost of entering into capped call transactions, which are intended to reduce the potential dilution from the conversion of the notes.

The notes will be senior, unsecured obligations of the company, with interest payable semi-annually. They will mature on May 15, 2030, unless earlier repurchased, redeemed, or converted. The notes will be redeemable at the company’s option under certain conditions, and noteholders will have the right to convert their notes in specified circumstances.

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