LSV Asset Management Buys New Shares in Henry Schein, Inc. $HSIC

Key Points

• LSV Asset Management opened a new position in Henry Schein during the fourth quarter, buying 16,200 shares worth about $1.22 million. Several other institutional investors also added to their stakes, and institutions now own 96.62% of the company.
• Henry Schein’s latest quarterly results topped expectations, with EPS of $1.32 versus the $1.20 estimate and revenue of $3.37 billion versus $3.34 billion expected. Revenue rose 6.3% year over year, and the company reaffirmed FY 2026 EPS guidance of $5.23 to $5.37.
• Wall Street sentiment remains mixed but constructive: analysts currently rate the stock a consensus Hold with an average price target of $86.83. Recent calls included higher targets from JPMorgan and Citigroup, while UBS kept a neutral view.

LSV Asset Management bought a new stake in Henry Schein, Inc. (NASDAQ:HSIC - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 16,200 shares of the company's stock, valued at approximately $1,224,000.

A number of other institutional investors have also added to or reduced their stakes in the company. Great Diamond Partners LLC bought a new position in Henry Schein in the fourth quarter valued at $215,000. Aspen Investment Management Inc bought a new position in Henry Schein in the fourth quarter valued at $227,000. PNC Financial Services Group Inc. increased its stake in Henry Schein by 2.0% in the fourth quarter. PNC Financial Services Group Inc. now owns 86,264 shares of the company's stock valued at $6,520,000 after acquiring an additional 1,717 shares during the last quarter. Handelsbanken Fonder AB increased its stake in Henry Schein by 1.3% in the fourth quarter. Handelsbanken Fonder AB now owns 30,600 shares of the company's stock valued at $2,313,000 after acquiring an additional 400 shares during the last quarter. Finally, ProShare Advisors LLC increased its stake in Henry Schein by 3.9% in the fourth quarter. ProShare Advisors LLC now owns 20,147 shares of the company's stock valued at $1,523,000 after acquiring an additional 758 shares during the last quarter. Institutional investors own 96.62% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. JPMorgan Chase & Co. increased their target price 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 restated a "neutral" rating and set a $85.00 price target (down from $87.00) on shares of Henry Schein in a research report on Wednesday, May 6th. Leerink Partners restated a "market perform" rating on shares of Henry Schein in a research report on Monday, March 9th. Barrington Research set a $97.00 price target on shares of Henry Schein and gave the company an "outperform" rating in a research report on Wednesday, February 25th. Finally, Citigroup initiated coverage on shares of Henry Schein in a research report on Wednesday, April 15th. They set a "buy" rating and a $100.00 price target for the company. Six investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Henry Schein currently has an average rating of "Hold" and an average price target of $86.83.

Henry Schein Stock Performance

NASDAQ HSIC opened at $75.67 on Thursday. The company has a 50-day simple moving average of $74.32 and a two-hundred day simple moving average of $75.77. The company has a quick ratio of 0.75, a current ratio of 1.36 and a debt-to-equity ratio of 0.59. Henry Schein, Inc. has a 12-month low of $61.94 and a 12-month high of $89.29. The firm has a market cap of $8.62 billion, a price-to-earnings ratio of 22.86, a PEG ratio of 1.85 and a beta of 0.82.

Henry Schein (NASDAQ:HSIC - Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The company reported $1.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.20 by $0.12. The business had revenue of $3.37 billion during the quarter, compared to analyst estimates of $3.34 billion. Henry Schein had a net margin of 2.95% and a return on equity of 15.44%. The company'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 earnings per share. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS. On average, equities analysts forecast that Henry Schein, Inc. will post 5.32 EPS for the current year.

Insider Activity at Henry Schein

In other news, EVP Mark E. Mlotek sold 5,925 shares of the stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $80.80, for a total transaction of $478,740.00. Following the completion of the sale, the executive vice president directly owned 80,554 shares in the company, valued at approximately $6,508,763.20. This represents a 6.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Thomas C. Popeck sold 1,355 shares of the stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $72.79, for a total transaction of $98,630.45. Following the completion of the transaction, the chief executive officer directly owned 86,182 shares of the company's stock, valued at approximately $6,273,187.78. The trade was a 1.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 67,565 shares of company stock valued at $5,468,572 in the last quarter. 0.89% of the stock is currently owned by company insiders.

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.

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