Key Points
- Insider sale: CEO Thomas Popeck sold 1,355 shares on March 19 at an average price of $72.79 for ~$98,630, trimming his stake by 1.55% to 86,182 shares; the transaction was disclosed in an SEC filing.
- Quarterly results and guidance: Henry Schein beat Q results with $1.34 EPS (vs. $1.30 expected) and $3.44B revenue (up 7.7% YoY), and set FY2026 guidance of $5.230–$5.370 EPS.
- Analyst and market backdrop: The stock has a consensus "Hold" (6 Buy / 6 Hold / 1 Sell) with a $85.58 target, trades in the low $70s (market cap ~$8.29B) and a 12‑month range of $60.56–$89.29.
Henry Schein, Inc. (NASDAQ:HSIC - Get Free Report) CEO Thomas Popeck sold 1,355 shares of Henry Schein stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $72.79, for a total transaction of $98,630.45. Following the completion of the sale, the chief executive officer owned 86,182 shares of the company's stock, valued at $6,273,187.78. This represents a 1.55% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.
Henry Schein Stock Down 0.6%
Henry Schein stock opened at $72.24 on Friday. The company has a market capitalization of $8.29 billion, a PE ratio of 22.09, a PEG ratio of 2.15 and a beta of 0.88. Henry Schein, Inc. has a 12-month low of $60.56 and a 12-month high of $89.29. The firm's fifty day moving average is $77.72 and its 200 day moving average is $72.98. The company has a quick ratio of 0.76, a current ratio of 1.38 and a debt-to-equity ratio of 0.59.
Henry Schein (NASDAQ:HSIC - Get Free Report) last posted its quarterly earnings results on Tuesday, February 24th. The company reported $1.34 EPS for the quarter, topping analysts' consensus estimates of $1.30 by $0.04. Henry Schein had a net margin of 3.02% and a return on equity of 15.16%. The business had revenue of $3.44 billion during the quarter, compared to analysts' expectations of $3.34 billion. During the same period last year, the company posted $1.19 earnings per share. The business's quarterly revenue was up 7.7% on a year-over-year basis. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS. As a group, sell-side analysts predict that Henry Schein, Inc. will post 4.74 EPS for the current fiscal year.
Wall Street Analyst Weigh In
A number of analysts recently commented on the company. Morgan Stanley boosted their target price on Henry Schein from $58.00 to $61.00 and gave the company an "underweight" rating in a research report on Wednesday, February 25th. Wells Fargo & Company increased their price target on Henry Schein from $76.00 to $87.00 and gave the stock an "equal weight" rating in a report on Wednesday, February 25th. JPMorgan Chase & Co. raised their price objective on Henry Schein from $78.00 to $92.00 and gave the company an "overweight" rating in a research note on Wednesday, February 25th. UBS Group boosted their price objective on Henry Schein from $79.00 to $87.00 and gave the company a "neutral" rating in a report on Wednesday, February 25th. Finally, Leerink Partners reiterated a "market perform" rating on shares of Henry Schein in a report on Monday, March 9th. Six analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus target price of $85.58.
Check Out Our Latest Stock Report on HSIC
Key Headlines Impacting Henry Schein
Here are the key news stories impacting Henry Schein this week:
- Positive Sentiment: Zacks raised its Q4 2027 EPS estimate to $1.62 from $1.44, signaling stronger expected back‑half performance for FY2027. Zacks note
- Positive Sentiment: Zacks boosted its Q3 2027 EPS to $1.49 from $1.42 and lifted FY2027 to $5.76 from $5.68, implying improved full‑year outlook beyond FY2026. Zacks note
- Positive Sentiment: Zacks nudged FY2026 guidance upward to $5.26 from $5.23 and raised Q3 2026 to $1.43 (from $1.39) and Q4 2026 to $1.44 (from $1.43), reflecting incremental improvement to near‑term full‑year estimates. Zacks note
- Neutral Sentiment: Zacks published an FY2028 EPS projection of $6.28 (new/forward‑looking estimate). This provides a growth runway but is not a direct revision to consensus today. Zacks note
- Negative Sentiment: Zacks cut its Q2 2027 EPS forecast to $1.38 from $1.47, a notable downgrade for the mid‑year quarter that may pressure near‑term expectations. Zacks note
- Negative Sentiment: Zacks trimmed Q1 2027 to $1.28 from $1.35 and lowered Q1 2026 to $1.20 from $1.22, indicating weaker near‑term quarterly visibility. Zacks note
Institutional Trading of Henry Schein
Institutional investors and hedge funds have recently modified their holdings of the business. CYBER HORNET ETFs LLC purchased a new position in Henry Schein in the second quarter worth $25,000. MUFG Securities EMEA plc bought a new stake in shares of Henry Schein during the 2nd quarter worth $27,000. Flagship Harbor Advisors LLC purchased a new position in shares of Henry Schein in the 4th quarter worth about $30,000. Federated Hermes Inc. purchased a new position in shares of Henry Schein in the 4th quarter worth about $32,000. Finally, Los Angeles Capital Management LLC bought a new position in Henry Schein during the fourth quarter valued at about $37,000. 96.62% of the stock is owned by hedge funds and other institutional investors.
Henry Schein Company Profile
(
Get Free Report)
Henry Schein, Inc is a leading global distributor of healthcare products and services, primarily serving office-based dental, medical and animal health practitioners. The company operates through three principal segments—Schein Dental, Schein Medical and Animal Health—each offering a comprehensive portfolio of consumable products, equipment, instruments and related value-added services. With a focus on improving practice efficiency and patient care, Henry Schein provides everything from dental restorative materials and orthodontic appliances to vaccines, pharmaceuticals and diagnostic devices for physicians, as well as pet health products and veterinary equipment for animal health professionals.
In addition to its broad product offering, Henry Schein delivers a suite of technology and service solutions aimed at streamlining workflows and enhancing clinical outcomes.
Further Reading
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