Henry Schein (NASDAQ:HSIC) Issues FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance: Henry Schein guided EPS of $5.230–$5.370 and revenue of $13.6B–$13.8B, essentially in line with consensus estimates (consensus EPS $5.31; consensus revenue $13.7B).
• The company recently beat quarterly expectations with EPS of $1.34 (vs. $1.30 expected) and revenue of $3.44B (vs. $3.34B expected), with quarterly revenue up 7.7% year-over-year.
• Analyst sentiment is mixed: the average rating is a Hold with an average target price of $87.75, above the current share price (~$72), while several brokers have recently raised targets or maintained neutral/underweight views.

Henry Schein (NASDAQ:HSIC - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 5.230-5.370 for the period, compared to the consensus EPS estimate of 5.310. The company issued revenue guidance of $13.6 billion-$13.8 billion, compared to the consensus revenue estimate of $13.7 billion.

Henry Schein Stock Performance

Shares of Henry Schein stock opened at $72.02 on Tuesday. Henry Schein has a fifty-two week low of $61.94 and a fifty-two week high of $89.29. The company has a debt-to-equity ratio of 0.59, a current ratio of 1.38 and a quick ratio of 0.76. The firm has a market capitalization of $8.26 billion, a P/E ratio of 22.02, a P/E/G ratio of 2.19 and a beta of 0.82. The company's 50 day moving average price is $76.59 and its two-hundred day moving average price is $74.85.

Henry Schein (NASDAQ:HSIC - Get Free Report) last issued its earnings results on Tuesday, February 24th. The company reported $1.34 earnings per share for the quarter, beating analysts' consensus estimates of $1.30 by $0.04. Henry Schein had a net margin of 3.02% and a return on equity of 15.16%. The firm had revenue of $3.44 billion for the quarter, compared to analyst estimates of $3.34 billion. During the same quarter last year, the business posted $1.19 earnings per share. The company's quarterly revenue was up 7.7% on a year-over-year basis. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS. On average, equities analysts forecast that Henry Schein will post 5.3 earnings per share for the current fiscal year.

Analyst Ratings Changes

HSIC has been the subject of several analyst reports. Wells Fargo & Company raised their price target on shares of Henry Schein from $76.00 to $87.00 and gave the company an "equal weight" rating in a research note on Wednesday, February 25th. UBS Group raised their price target on shares of Henry Schein from $79.00 to $87.00 and gave the company a "neutral" rating in a research note on Wednesday, February 25th. Morgan Stanley reaffirmed an "underweight" rating and set a $64.00 price target (up from $61.00) on shares of Henry Schein in a research note on Friday, April 24th. BTIG Research initiated coverage on shares of Henry Schein in a research note on Thursday, April 16th. They set a "neutral" rating for the company. Finally, Wall Street Zen downgraded shares of Henry Schein from a "strong-buy" rating to a "buy" rating in a research note on Sunday, April 26th. Six investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Henry Schein presently has an average rating of "Hold" and an average target price of $87.75.

Insider Activity

In other news, Director Philip A. Laskawy sold 2,844 shares of Henry Schein stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $80.36, for a total transaction of $228,543.84. Following the completion of the transaction, the director directly owned 21,961 shares in the company, valued at $1,764,785.96. This trade represents a 11.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Kurt P. Kuehn sold 2,844 shares of Henry Schein stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $78.96, for a total transaction of $224,562.24. Following the transaction, the director owned 15,420 shares of the company's stock, valued at $1,217,563.20. This represents a 15.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 105,911 shares of company stock valued at $8,574,982. 0.89% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in HSIC. CYBER HORNET ETFs LLC purchased a new position in Henry Schein during the second quarter worth about $25,000. MUFG Securities EMEA plc purchased a new position in Henry Schein during the second quarter worth about $27,000. Federated Hermes Inc. purchased a new position in Henry Schein during the fourth quarter worth about $32,000. Los Angeles Capital Management LLC purchased a new position in Henry Schein during the fourth quarter worth about $37,000. Finally, Palisade Asset Management LLC purchased a new position in Henry Schein during the third quarter worth about $100,000. 96.62% of the stock is currently owned by institutional investors and hedge funds.

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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