Sprucegrove Investment Management Ltd. Sells 179,273 Shares of Henry Schein, Inc. $HSIC

Sprucegrove Investment Management Ltd. lowered its stake in Henry Schein, Inc. (NASDAQ:HSIC - Free Report) by 64.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 99,217 shares of the company's stock after selling 179,273 shares during the period. Henry Schein accounts for 0.9% of Sprucegrove Investment Management Ltd.'s portfolio, making the stock its 9th largest position. Sprucegrove Investment Management Ltd. owned 0.08% of Henry Schein worth $7,499,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently bought and sold shares of the company. MAI Capital Management raised its stake in shares of Henry Schein by 7.5% during the third quarter. MAI Capital Management now owns 2,061 shares of the company's stock worth $137,000 after buying an additional 144 shares during the last quarter. Truist Financial Corp grew its holdings in Henry Schein by 3.3% during the 3rd quarter. Truist Financial Corp now owns 5,540 shares of the company's stock worth $368,000 after acquiring an additional 175 shares during the period. HB Wealth Management LLC raised its position in shares of Henry Schein by 1.3% during the 4th quarter. HB Wealth Management LLC now owns 15,034 shares of the company's stock valued at $1,136,000 after acquiring an additional 191 shares during the last quarter. Czech National Bank raised its position in shares of Henry Schein by 0.8% during the 4th quarter. Czech National Bank now owns 26,386 shares of the company's stock valued at $1,994,000 after acquiring an additional 206 shares during the last quarter. Finally, Jain Global LLC lifted its stake in shares of Henry Schein by 2.0% in the 3rd quarter. Jain Global LLC now owns 10,662 shares of the company's stock valued at $708,000 after purchasing an additional 207 shares during the period. Institutional investors own 96.62% of the company's stock.

Henry Schein Stock Performance

HSIC opened at $74.37 on Wednesday. The business's 50-day simple moving average is $76.48 and its 200 day simple moving average is $74.92. Henry Schein, Inc. has a 52-week low of $61.94 and a 52-week high of $89.29. The company has a debt-to-equity ratio of 0.59, a quick ratio of 0.76 and a current ratio of 1.38. The firm has a market capitalization of $8.53 billion, a PE ratio of 22.74, a PEG ratio of 2.13 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, topping the consensus estimate of $1.20 by $0.12. Henry Schein had a net margin of 3.02% and a return on equity of 15.16%. The firm had revenue of $3.37 billion for the quarter, compared to analyst estimates of $3.34 billion. During the same period in the prior year, the firm posted $1.15 earnings per share. The company's quarterly revenue was up 6.3% compared to the same quarter last year. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS. As a group, sell-side analysts expect that Henry Schein, Inc. will post 5.3 earnings per share for the current fiscal year.

Insider Activity at Henry Schein

In related news, EVP Mark E. Mlotek sold 5,925 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $80.80, for a total transaction of $478,740.00. Following the sale, the executive vice president owned 80,554 shares of the company's stock, valued at $6,508,763.20. This represents a 6.85% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Thomas C. Popeck sold 1,355 shares of the company's 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 sale, the chief executive officer directly owned 86,182 shares of the company's stock, valued at $6,273,187.78. This represents a 1.55% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 105,911 shares of company stock valued at $8,574,982. Insiders own 0.89% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Barrington Research set a $97.00 price objective on Henry Schein and gave the company an "outperform" rating in a report on Wednesday, February 25th. Robert W. Baird set a $100.00 target price on Henry Schein and gave the stock an "outperform" rating in a research report on Monday, February 23rd. UBS Group upped their price target on Henry Schein from $79.00 to $87.00 and gave the company a "neutral" rating in a research note on Wednesday, February 25th. Leerink Partners reiterated a "market perform" rating on shares of Henry Schein in a research report on Monday, March 9th. Finally, Wells Fargo & Company lifted their price objective on shares of Henry Schein from $76.00 to $87.00 and gave the stock an "equal weight" rating in a research note on Wednesday, February 25th. Six equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $87.75.

Key Henry Schein News

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

• Positive Sentiment: Q1 beat — Henry Schein reported $1.32 EPS vs. ~$1.20 expected and revenue of $3.37B vs. ~$3.34B, with revenue up ~6.3% YoY; these results show stronger-than-expected operational performance. Business Wire: Henry Schein Reports First Quarter 2026 Financial Results
• Positive Sentiment: Dental strength and margin expansion — management cited strong demand in the dental segment, rising gross margins and market-share gains as drivers of the beat, supporting growth and profitability outlook. Reuters: Henry Schein reaffirms annual profit forecast, beats Q1 estimates on dental strength
• Neutral Sentiment: FY 2026 guidance reiterated but slightly cautious — management reaffirmed EPS guidance of $5.230–$5.370 (consensus ~5.31) and revenue guidance $13.6–13.8B (vs. ~13.7B consensus). The guidance keeps the outlook intact but leaves little upside vs. expectations. Reuters: Henry Schein reaffirms annual profit forecast, beats Q1 estimates on dental strength
• Neutral Sentiment: More detail available — the earnings call transcript and slide deck provide color on margin drivers, segment trends and value-creation initiatives for investors doing deeper analysis. Seeking Alpha: HSIC Q1 2026 Earnings Call Transcript
• Negative Sentiment: Mixed market reaction — some reports note the stock drifted/edged down after the release despite the beat, suggesting investors were tempering enthusiasm because guidance didn’t clearly exceed expectations or because valuation left limited upside. Investing.com: Henry Schein beats estimates but stock edges down
• Negative Sentiment: Relative underperformance vs. peers noted — intraday comparisons showed HSIC lagging some competitors, which could amplify short-term selling if sector peers report stronger beats or guidance. MarketWatch: Henry Schein Inc. stock underperforms Monday when compared to competitors

Henry Schein Company 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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