California State Teachers Retirement System Boosts Stake in Henry Schein, Inc. $HSIC

Key Points

• California State Teachers Retirement System increased its Henry Schein stake by 7,452.4% in the second quarter, acquiring 9.24 million additional shares and holding approximately 8.4% of the company. Institutional investors collectively own 96.62% of HSIC.
• Henry Schein exceeded quarterly expectations, reporting $1.27 in earnings per share versus the $1.24 consensus estimate and $3.46 billion in revenue, up 6.7% year over year. The company guided to fiscal 2026 EPS of $5.29–$5.39.
• Analyst sentiment is generally positive, with a consensus rating of “Moderate Buy” and an average price target of $92.93; recent targets range from $94 to $104.

California State Teachers Retirement System boosted its position in Henry Schein, Inc. (NASDAQ:HSIC - Free Report) by 7,452.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,364,429 shares of the company's stock after buying an additional 9,240,437 shares during the quarter. California State Teachers Retirement System owned approximately 8.40% of Henry Schein worth $782,117,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. Ameriprise Financial Inc. lifted its stake in shares of Henry Schein by 3,275.2% during the second quarter. Ameriprise Financial Inc. now owns 2,266,858 shares of the company's stock worth $165,594,000 after buying an additional 2,199,695 shares during the period. Bank of Montreal Can boosted its holdings in Henry Schein by 3,655.7% in the 4th quarter. Bank of Montreal Can now owns 2,144,773 shares of the company's stock worth $162,102,000 after buying an additional 2,087,666 shares during the last quarter. Norges Bank acquired a new position in Henry Schein during the fourth quarter worth about $88,116,000. Southpoint Capital Advisors LP grew its stake in shares of Henry Schein by 28.0% in the 1st quarter. Southpoint Capital Advisors LP now owns 3,200,000 shares of the company's stock valued at $235,840,000 after buying an additional 700,000 shares during the period. Finally, Bank of America Corp DE increased its holdings in Henry Schein by 204.2% in the 2nd quarter. Bank of America Corp DE now owns 995,375 shares of the company's stock valued at $72,712,000 after purchasing an additional 668,182 shares during the last quarter. Institutional investors own 96.62% of the company's stock.

Henry Schein Price Performance

Henry Schein stock opened at $88.36 on Monday. The firm's fifty day simple moving average is $87.81 and its 200-day simple moving average is $80.72. The company has a current ratio of 1.32, a quick ratio of 0.73 and a debt-to-equity ratio of 0.60. Henry Schein, Inc. has a 1-year low of $61.94 and a 1-year high of $92.18. The company has a market capitalization of $9.85 billion, a P/E ratio of 25.76, a P/E/G ratio of 1.56 and a beta of 0.81.

Henry Schein (NASDAQ:HSIC - Get Free Report) last released its earnings results on Tuesday, August 4th. The company reported $1.27 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.24 by $0.03. Henry Schein had a return on equity of 15.97% and a net margin of 2.96%.The firm had revenue of $3.46 billion for the quarter, compared to analyst estimates of $3.37 billion. During the same quarter last year, the firm posted $1.10 EPS. The company's revenue was up 6.7% on a year-over-year basis. Henry Schein has set its FY 2026 guidance at 5.290-5.390 EPS. Sell-side analysts forecast that Henry Schein, Inc. will post 5.36 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. UBS Group set a $94.00 target price on Henry Schein and gave the company a "neutral" rating in a research report on Wednesday, August 5th. Stifel Nicolaus set a $95.00 target price on shares of Henry Schein in a report on Wednesday, August 5th. Wall Street Zen raised shares of Henry Schein from a "hold" rating to a "buy" rating in a research report on Monday, August 17th. Barclays reiterated an "overweight" rating and issued a $100.00 target price (up from $86.00) on shares of Henry Schein in a research note on Thursday, August 6th. Finally, Barrington Research set a $104.00 price target on Henry Schein in a research note on Wednesday, August 5th. Nine research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, Henry Schein has a consensus rating of "Moderate Buy" and an average price target of $92.93.

About Henry Schein

Henry Schein, Inc NASDAQ: HSIC is a global provider of health care products and services for dental and medical professionals. The company distributes consumable supplies, equipment, pharmaceuticals, vaccines, and other products used by dental practices, physician offices, clinics, and other health care organizations.

In addition to product distribution, Henry Schein provides technology and business solutions designed to support practice operations. Its offerings include practice-management software, digital dentistry solutions, clinical technologies, equipment services, consulting, and other value-added services.

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