DENTSPLY SIRONA Inc. $XRAY is Brickwood Asset Management LLP's 4th Largest Position

Key Points

• Brickwood Asset Management nearly doubled its stake in DENTSPLY SIRONA in the fourth quarter, buying an additional 1.47 million shares and making XRAY its 4th largest holding at 23.8% of the portfolio.
• DENTSPLY SIRONA reported mixed quarterly results: revenue of $880 million beat estimates, but EPS of $0.27 missed expectations by a penny. The company also gave FY2026 guidance of $1.40 to $1.50 per share.
• Insider buying and analyst views were broadly cautious but constructive, with directors purchasing shares and Wall Street maintaining an overall Hold consensus and average price target of $13.82.

Brickwood Asset Management LLP increased its holdings in DENTSPLY SIRONA Inc. (NASDAQ:XRAY - Free Report) by 96.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,993,073 shares of the medical instruments supplier's stock after purchasing an additional 1,468,999 shares during the period. DENTSPLY SIRONA accounts for 23.8% of Brickwood Asset Management LLP's investment portfolio, making the stock its 4th biggest position. Brickwood Asset Management LLP owned about 1.50% of DENTSPLY SIRONA worth $34,211,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in XRAY. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in shares of DENTSPLY SIRONA in the first quarter valued at $26,000. Goldman Sachs Group Inc. grew its position in shares of DENTSPLY SIRONA by 827.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,434,925 shares of the medical instruments supplier's stock valued at $36,378,000 after purchasing an additional 2,172,343 shares during the period. Empowered Funds LLC grew its position in shares of DENTSPLY SIRONA by 8.8% in the first quarter. Empowered Funds LLC now owns 16,324 shares of the medical instruments supplier's stock valued at $244,000 after purchasing an additional 1,320 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of DENTSPLY SIRONA by 7.5% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 593,021 shares of the medical instruments supplier's stock valued at $8,860,000 after purchasing an additional 41,579 shares during the period. Finally, Focus Partners Wealth grew its position in DENTSPLY SIRONA by 59.1% during the first quarter. Focus Partners Wealth now owns 25,181 shares of the medical instruments supplier's stock valued at $376,000 after acquiring an additional 9,355 shares during the period. Hedge funds and other institutional investors own 95.70% of the company's stock.

DENTSPLY SIRONA Trading Up 2.9%

Shares of XRAY opened at $10.29 on Friday. The stock's 50-day moving average is $11.29 and its two-hundred day moving average is $11.75. The stock has a market cap of $2.06 billion, a PE ratio of -3.27, a P/E/G ratio of 1.19 and a beta of 0.93. DENTSPLY SIRONA Inc. has a 12 month low of $9.40 and a 12 month high of $17.09. The company has a debt-to-equity ratio of 1.52, a current ratio of 1.53 and a quick ratio of 0.98.

DENTSPLY SIRONA (NASDAQ:XRAY - Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The medical instruments supplier reported $0.27 EPS for the quarter, missing analysts' consensus estimates of $0.28 by ($0.01). The company had revenue of $880.00 million for the quarter, compared to analyst estimates of $841.80 million. DENTSPLY SIRONA had a positive return on equity of 18.83% and a negative net margin of 17.06%.The company's revenue for the quarter was up .1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.43 EPS. DENTSPLY SIRONA has set its FY 2026 guidance at 1.400-1.500 EPS. Equities analysts forecast that DENTSPLY SIRONA Inc. will post 1.42 earnings per share for the current fiscal year.

Insider Activity

In other DENTSPLY SIRONA news, Director Gregory T. Lucier purchased 27,555 shares of the business's stock in a transaction that occurred on Monday, March 2nd. The shares were acquired at an average price of $14.24 per share, for a total transaction of $392,383.20. Following the completion of the purchase, the director owned 27,555 shares in the company, valued at $392,383.20. The trade was a ∞ increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director James D. Forbes purchased 5,000 shares of the business's stock in a transaction that occurred on Monday, March 9th. The stock was acquired at an average price of $12.48 per share, for a total transaction of $62,400.00. Following the purchase, the director owned 10,000 shares of the company's stock, valued at approximately $124,800. This represents a 100.00% increase in their position. The SEC filing for this purchase provides additional information. In the last quarter, insiders purchased 70,000 shares of company stock worth $956,437. Insiders own 0.50% of the company's stock.

Trending Headlines about DENTSPLY SIRONA

Here are the key news stories impacting DENTSPLY SIRONA this week:

• Positive Sentiment: Zacks Research raised its Q4 2026 EPS estimate for DENTSPLY SIRONA to $0.41 from $0.38, and also nudged its Q3 2026 forecast higher to $0.37 from $0.36, suggesting somewhat better profitability expectations ahead.
• Neutral Sentiment: The company presented at the Stifel Jaws & Paws Conference 2026, which may have drawn investor attention but did not include any clearly reported new guidance or material business update. Article Title
• Neutral Sentiment: Zacks Research left its overall view at Hold, signaling that analysts are not turning decisively bullish despite the improved short-term numbers.
• Negative Sentiment: The same research firm lowered several forward EPS estimates, including FY2026 to $1.41 from $1.43, FY2027 to $1.51 from $1.56, and FY2028 to $1.65 from $1.73, which suggests some longer-term caution.
• Neutral Sentiment: Reported short interest was listed at 0 shares, so there is no meaningful short-interest signal available to influence trading.

Analysts Set New Price Targets

A number of research firms have issued reports on XRAY. Robert W. Baird boosted their price target on DENTSPLY SIRONA from $12.00 to $14.00 and gave the company a "neutral" rating in a research report on Friday, February 27th. UBS Group lowered their price target on DENTSPLY SIRONA from $18.00 to $17.00 and set a "buy" rating for the company in a research report on Thursday, May 7th. Weiss Ratings downgraded DENTSPLY SIRONA from a "sell (d-)" rating to a "sell (e+)" rating in a research report on Wednesday, May 6th. Wells Fargo & Company boosted their price target on DENTSPLY SIRONA from $12.00 to $13.00 and gave the company an "equal weight" rating in a research report on Friday, February 27th. Finally, Barrington Research boosted their price target on DENTSPLY SIRONA from $14.00 to $17.00 and gave the company an "outperform" rating in a research report on Monday, March 2nd. Three research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and a consensus price target of $13.82.

DENTSPLY SIRONA Profile

Dentsply Sirona Inc NASDAQ: XRAY is a leading global manufacturer of professional dental products and technologies. The company, formed through the merger of Dentsply International and Sirona Dental Systems in February 2016, brings together a long heritage of innovation in dental care. Headquartered in Charlotte, North Carolina, Dentsply Sirona develops and markets a comprehensive range of dental consumables, laboratory products, and advanced imaging and CAD/CAM systems.

The company's product portfolio spans preventive, restorative, orthodontic, endodontic and surgical care.

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