Morningstar Investment Management LLC Decreases Stock Position in Henry Schein, Inc. $HSIC

Posted by Stanley Muller on May 26th, 2026

Morningstar Investment Management LLC reduced its position in Henry Schein, Inc. (NASDAQ:HSIC – Free Report) by 59.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 8,787 shares of the company’s stock after selling 13,112 shares during the period. Morningstar Investment Management LLC’s holdings in Henry Schein were worth $664,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. CYBER HORNET ETFs LLC purchased a new position in Henry Schein in the 2nd quarter worth approximately $25,000. MUFG Securities EMEA plc purchased a new position in Henry Schein in the 2nd quarter worth approximately $27,000. Flagship Harbor Advisors LLC purchased a new position in Henry Schein in the 4th quarter worth approximately $30,000. Steph & Co. purchased a new position in Henry Schein in the 4th quarter worth approximately $52,000. Finally, Tema Etfs LLC purchased a new position in Henry Schein in the 4th quarter worth approximately $56,000. 96.62% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on HSIC shares. Morgan Stanley reiterated an “underweight” rating and set a $64.00 target price (up from $61.00) on shares of Henry Schein in a research note on Friday, April 24th. Robert W. Baird set a $97.00 target price on shares of Henry Schein in a research note on Wednesday, May 6th. Wells Fargo & Company boosted their target price on shares of Henry Schein from $76.00 to $87.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 25th. Mizuho decreased their target price on shares of Henry Schein from $88.00 to $82.00 and set a “neutral” rating for the company in a research note on Wednesday, May 6th. Finally, Leerink Partners reiterated a “market perform” rating on shares of Henry Schein in a research note on Monday, March 9th. Six analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $86.83.

View Our Latest Stock Analysis on Henry Schein

Henry Schein Price Performance

Shares of HSIC opened at $74.21 on Tuesday. The company has a current ratio of 1.36, a quick ratio of 0.75 and a debt-to-equity ratio of 0.59. The firm has a market cap of $8.45 billion, a PE ratio of 22.42, a P/E/G ratio of 1.86 and a beta of 0.82. Henry Schein, Inc. has a 1-year low of $61.94 and a 1-year high of $89.29. The firm has a fifty day simple moving average of $74.33 and a two-hundred day simple moving average of $75.71.

Henry Schein (NASDAQ:HSIC – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The company reported $1.32 EPS for the quarter, topping the consensus estimate of $1.20 by $0.12. The firm had revenue of $3.37 billion during the quarter, compared to analyst estimates of $3.34 billion. Henry Schein had a return on equity of 15.44% and a net margin of 2.95%.Henry Schein’s revenue was up 6.3% on a year-over-year basis. During the same period in the prior year, the business posted $1.15 EPS. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS. On average, equities analysts anticipate that Henry Schein, Inc. will post 5.31 EPS for the current year.

Insider Transactions at Henry Schein

In related news, Director William K. Daniel acquired 10,000 shares of Henry Schein stock in a transaction dated Monday, May 11th. The stock was purchased at an average cost of $69.19 per share, for a total transaction of $691,900.00. Following the purchase, the director directly owned 20,000 shares of the company’s stock, valued at approximately $1,383,800. This trade represents a 100.00% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Thomas C. Popeck sold 1,355 shares of the company’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $72.79, for a total value 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 trade represents a 1.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 105,911 shares of company stock worth $8,574,982 over the last three months. 0.89% of the stock is currently owned by insiders.

Henry Schein Company Profile

(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.