Henry Schein (NASDAQ:HSIC – Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 5.290-5.390 for the period, compared to the consensus earnings per share estimate of 5.340. The company issued revenue guidance of $13.8 billion-$13.9 billion, compared to the consensus revenue estimate of $13.7 billion.
Analyst Ratings Changes
HSIC has been the topic of several research analyst reports. Barrington Research set a $104.00 price target on shares of Henry Schein in a report on Wednesday. Piper Sandler upped their target price on Henry Schein from $91.00 to $95.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. BTIG Research reiterated a “buy” rating and set a $100.00 target price on shares of Henry Schein in a research note on Wednesday. UBS Group set a $94.00 price target on Henry Schein in a report on Wednesday. Finally, Morgan Stanley reiterated an “underweight” rating and set a $64.00 price objective (up from $61.00) on shares of Henry Schein in a research report on Friday, April 24th. Eight equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Henry Schein presently has an average rating of “Hold” and an average target price of $90.53.
Get Our Latest Stock Analysis on HSIC
Henry Schein Stock Performance
Henry Schein (NASDAQ:HSIC – Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The company reported $1.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.03. The business had revenue of $3.46 billion during the quarter, compared to analysts’ expectations of $3.37 billion. Henry Schein had a return on equity of 15.44% and a net margin of 2.95%.The firm’s revenue for the quarter was up 6.7% compared to the same quarter last year. During the same period in the previous year, the company posted $1.10 earnings per share. Henry Schein has set its FY 2026 guidance at 5.290-5.390 EPS. On average, equities research analysts expect that Henry Schein will post 5.32 EPS for the current year.
Insider Buying and Selling at Henry Schein
In related news, Director William K. Daniel bought 10,000 shares of the business’s 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 transaction, the director owned 20,000 shares in the company, valued at $1,383,800. The trade was a 100.00% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.89% of the company’s stock.
Henry Schein News Summary
Here are the key news stories impacting Henry Schein this week:
- Positive Sentiment: Quarterly results exceeded expectations: Q2 revenue rose 6.7% year over year to $3.46 billion, above the $3.37 billion consensus estimate, while adjusted EPS of $1.27 topped expectations. EPS increased from $1.10 a year earlier. Henry Schein Reports Strong Second Quarter 2026 Financial Results and Raises FY2026 Guidance
- Positive Sentiment: Management raised its 2026 outlook: Henry Schein now expects non-GAAP EPS of $5.29–$5.39 and revenue of $13.8–$13.9 billion. The company also projects total sales growth of 4.5%–5.5% and adjusted EBITDA growth in the mid- to high-single digits, with the revenue outlook above the prior consensus estimate. Henry Schein Q2 Earnings and Revenues Beat Estimates
- Positive Sentiment: Growth was broad-based: Global Distribution and Value-Added Services sales increased 6.6%, Specialty Products rose 8.7% and Technology sales grew 8.2%. Henry Schein also repurchased approximately 2.6 million shares for $200 million during the quarter, supporting per-share results. Henry Schein Q2 Revenue Rises 6.7%
- Positive Sentiment: Analyst confidence remains favorable: BTIG Research reaffirmed its Buy rating and set a $100 price target, implying roughly 12.5% upside from the reported reference price. Benzinga analyst rating report
- Neutral Sentiment: Momentum versus valuation: HSIC is trading near a 52-week high and above its 50-day and 200-day moving averages, indicating strong market momentum. However, its price-to-earnings ratio of about 26.8 suggests investors are already assigning a relatively healthy valuation to the improved outlook. Henry Schein Hits Fresh High
- Negative Sentiment: Insider activity is a cautionary signal: Company insiders reported six open-market sales and no purchases over the past six months. This does not necessarily indicate a change in fundamentals, but it may weigh on sentiment following the stock’s advance.
Hedge Funds Weigh In On Henry Schein
Hedge funds have recently bought and sold shares of the company. Jain Global LLC lifted its holdings in shares of Henry Schein by 2.0% during the 3rd quarter. Jain Global LLC now owns 10,662 shares of the company’s stock worth $708,000 after acquiring an additional 207 shares during the period. Captrust Financial Advisors increased its stake in Henry Schein by 3.6% in the fourth quarter. Captrust Financial Advisors now owns 6,105 shares of the company’s stock valued at $461,000 after acquiring an additional 210 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Henry Schein by 1.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,859 shares of the company’s stock valued at $1,155,000 after purchasing an additional 229 shares in the last quarter. Daiwa Securities Group Inc. raised its position in Henry Schein by 3.2% during the fourth quarter. Daiwa Securities Group Inc. now owns 7,689 shares of the company’s stock valued at $581,000 after purchasing an additional 236 shares in the last quarter. Finally, Banco Bilbao Vizcaya Argentaria S.A. lifted its stake in Henry Schein by 0.8% during the third quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 32,562 shares of the company’s stock worth $2,161,000 after purchasing an additional 260 shares during the last quarter. 96.62% of the stock is owned by institutional investors.
About Henry Schein
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.
Read More
- Five stocks we like better than Henry Schein
- 3 Stocks That Prove the AI Trade Isn’t Over, It Moved
- The FTC Is Suing Hims & Hers Health—Here’s Why Investors Shouldn’t Panic
- 3 Stocks Taking Very Different Routes Through the Summer Rally
- Is ADM’s Rally Getting Ahead of Its Policy Tailwind?
Receive News & Ratings for Henry Schein Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Henry Schein and related companies with MarketBeat.com's FREE daily email newsletter.
