Redwood Investment Management LLC Makes New Investment in Henry Schein, Inc. $HSIC

Key Points

• Redwood Investment Management acquired 13,969 Henry Schein shares worth approximately $1.17 million in the second quarter. Institutional investors and hedge funds collectively own 96.62% of HSIC’s outstanding stock.
• Henry Schein exceeded quarterly expectations, reporting $1.27 in EPS versus the $1.24 consensus and $3.46 billion in revenue, up 6.7% year over year. Management guided to fiscal 2026 EPS of $5.29–$5.39.
• Analyst sentiment is generally favorable, with nine Buy, five Hold and one Sell rating, producing a “Moderate Buy” consensus and a $92.93 average price target. Price targets range from $82 to $110, while the stock recently traded near its one-year high at $90.38.

Redwood Investment Management LLC acquired a new stake in Henry Schein, Inc. (NASDAQ:HSIC - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 13,969 shares of the company's stock, valued at approximately $1,167,000.

A number of other hedge funds also recently made changes to their positions in HSIC. Ameriprise Financial Inc. increased its holdings in shares of Henry Schein by 3,275.2% during the 2nd quarter. Ameriprise Financial Inc. now owns 2,266,858 shares of the company's stock worth $165,594,000 after acquiring an additional 2,199,695 shares during the last quarter. Bank of Montreal Can raised its stake 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 valued at $162,102,000 after acquiring an additional 2,087,666 shares during the period. Norges Bank acquired a new stake in Henry Schein during the 4th quarter valued at $88,116,000. Southpoint Capital Advisors LP lifted its holdings in Henry Schein by 28.0% during the 1st quarter. Southpoint Capital Advisors LP now owns 3,200,000 shares of the company's stock valued at $235,840,000 after purchasing an additional 700,000 shares during the last quarter. Finally, Bank of America Corp DE boosted its position in Henry Schein by 204.2% during the second quarter. Bank of America Corp DE now owns 995,375 shares of the company's stock worth $72,712,000 after purchasing an additional 668,182 shares during the period. 96.62% of the stock is owned by institutional investors and hedge funds.

Henry Schein Stock Performance

Shares of NASDAQ:HSIC opened at $90.38 on Thursday. The company's 50 day simple moving average is $86.28 and its 200 day simple moving average is $79.86. The stock has a market capitalization of $10.07 billion, a price-to-earnings ratio of 26.35, a price-to-earnings-growth ratio of 1.71 and a beta of 0.80. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.32 and a quick ratio of 0.73. Henry Schein, Inc. has a 1 year low of $61.94 and a 1 year high of $92.18.

Henry Schein (NASDAQ:HSIC - Get Free Report) last released its earnings results on Tuesday, August 4th. The company reported $1.27 earnings per share for the quarter, topping the consensus estimate of $1.24 by $0.03. The firm 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 15.97% and a net margin of 2.96%.The company's quarterly revenue was up 6.7% on a year-over-year basis. During the same period in the prior year, the company earned $1.10 earnings per share. Henry Schein has set its FY 2026 guidance at 5.290-5.390 EPS. As a group, research analysts predict that Henry Schein, Inc. will post 5.36 EPS for the current fiscal year.

Henry Schein News Roundup

Here are the key news stories impacting Henry Schein this week:

• Positive Sentiment: Long-term earnings estimates improved. Zacks Research raised its FY2026 EPS forecast to $5.32 from $5.30, FY2027 EPS to $5.82 from $5.81, and FY2028 EPS to $6.32 from $6.29. The firm also lifted its Q1 2027 estimate to $1.38 from $1.37 and Q2 2028 to $1.56 from $1.46. These revisions suggest analysts see continued earnings growth for Henry Schein over the next several years.
• Positive Sentiment: Valuation remains a focus for investors. A Zacks comparison examines whether Henry Schein or Straumann Holding AG offers the better value among medical and dental-supply companies. Favorable value characteristics could support HSIC’s appeal, although the article does not represent a new company-specific fundamental announcement. HSIC vs. SAUHY: Which Stock Is the Better Value Option?
• Neutral Sentiment: Short-interest data showed no meaningful signal. The report lists short interest at zero shares and a zero-day days-to-cover ratio, while also showing an undefined percentage change. Because the figures appear inconsistent or incomplete, they are unlikely to provide a reliable explanation for the stock’s move.
• Negative Sentiment: Several near-term EPS forecasts were trimmed. Zacks lowered its Q3 2026 EPS estimate to $1.33 from $1.38, Q4 2026 to $1.40 from $1.42, Q1 2028 to $1.57 from $1.64, and Q2 2027 to $1.39 from $1.40. The near-term reductions introduce some caution, although the FY2026 estimate remains close to the $5.35 consensus forecast.

Analyst Ratings Changes

HSIC has been the topic of several research reports. Mizuho decreased their price objective on shares of Henry Schein from $88.00 to $82.00 and set a "neutral" rating on the stock in a report on Wednesday, May 6th. Weiss Ratings upgraded shares of Henry Schein from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, August 21st. Robert W. Baird set a $97.00 price target on shares of Henry Schein in a research report on Wednesday, May 6th. BMO Capital Markets initiated coverage on shares of Henry Schein in a research note on Wednesday, July 8th. They issued a "market perform" rating and a $85.00 price objective for the company. Finally, BTIG Research boosted their price objective on shares of Henry Schein from $100.00 to $110.00 and gave the company a "buy" rating in a report on Wednesday, August 19th. Nine research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Henry Schein presently has an average rating of "Moderate Buy" and a consensus price target of $92.93.

Henry Schein Profile

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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