Henry Schein (NASDAQ:HSIC) Price Target Cut to $82.00 by Analysts at Mizuho

Key Points

• Mizuho cut its price target on Henry Schein from $88 to $82 and maintained a "neutral" rating, implying roughly a 10.47% upside from the prior close.
• Q1 beat but guidance mixed: Henry Schein reported EPS $1.32 vs. $1.20 and revenue $3.37B vs. $3.34B, yet reaffirmed FY‑2026 EPS guidance of $5.23–$5.37 (midpoint slightly below some estimates), leaving market reaction muted.
• Insider selling and concentrated ownership: Insiders sold 105,911 shares (~$8.57M) in the last 90 days; insider ownership is 0.89% while institutional investors hold about 96.62% of the stock.

Henry Schein (NASDAQ:HSIC - Get Free Report) had its price target decreased by analysts at Mizuho from $88.00 to $82.00 in a research note issued on Wednesday, Marketbeat.com reports. The brokerage presently has a "neutral" rating on the stock. Mizuho's price objective suggests a potential upside of 10.47% from the stock's previous close.

HSIC has been the topic of several other reports. Wells Fargo & Company boosted their target price on shares of Henry Schein from $76.00 to $87.00 and gave the stock an "equal weight" rating in a research report on Wednesday, February 25th. Wall Street Zen lowered shares of Henry Schein from a "strong-buy" rating to a "buy" rating in a research report on Sunday, April 26th. Leerink Partners restated a "market perform" rating on shares of Henry Schein in a research report on Monday, March 9th. Robert W. Baird set a $97.00 target price on shares of Henry Schein in a research report on Wednesday. Finally, Morgan Stanley restated an "underweight" rating and set a $64.00 target price (up from $61.00) on shares of Henry Schein in a research report on Friday, April 24th. Six research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of "Hold" and a consensus price target of $87.00.

Henry Schein Price Performance

Shares of NASDAQ HSIC traded down $0.15 during trading on Wednesday, hitting $74.23. 124,971 shares of the company were exchanged, compared to its average volume of 1,305,499. The company has a market cap of $8.52 billion, a price-to-earnings ratio of 22.82, a PEG ratio of 2.13 and a beta of 0.82. Henry Schein has a 1 year low of $61.94 and a 1 year high of $89.29. The firm's fifty day moving average price is $76.48 and its 200 day moving average price is $74.92. The company has a debt-to-equity ratio of 0.59, a current ratio of 1.38 and a quick ratio of 0.76.

Henry Schein (NASDAQ:HSIC - Get Free Report) last issued its earnings results on Tuesday, May 5th. The company reported $1.32 EPS for the quarter, topping the consensus estimate of $1.20 by $0.12. The company had revenue of $3.37 billion for the quarter, compared to analyst estimates of $3.34 billion. Henry Schein had a net margin of 3.02% and a return on equity of 15.16%. The business's revenue was up 6.3% on a year-over-year basis. During the same period in the previous year, the firm earned $1.15 EPS. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS. On average, sell-side analysts expect that Henry Schein will post 5.3 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Thomas C. Popeck sold 1,355 shares of the business's stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $72.79, for a total value of $98,630.45. Following the sale, the chief executive officer directly owned 86,182 shares in the company, valued at $6,273,187.78. The trade was a 1.55% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Kurt P. Kuehn sold 2,844 shares of the business's stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $78.96, for a total transaction of $224,562.24. Following the completion of the sale, the director owned 15,420 shares in the company, valued at $1,217,563.20. This represents a 15.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 105,911 shares of company stock worth $8,574,982. 0.89% of the stock is owned by company insiders.

Institutional Investors Weigh In On Henry Schein

Several institutional investors and hedge funds have recently made changes to their positions in HSIC. CYBER HORNET ETFs LLC acquired a new position in Henry Schein in the 2nd quarter valued at about $25,000. MUFG Securities EMEA plc acquired a new position in Henry Schein in the 2nd quarter valued at about $27,000. Flagship Harbor Advisors LLC acquired a new position in Henry Schein in the 4th quarter valued at about $30,000. Federated Hermes Inc. acquired a new position in Henry Schein in the 4th quarter valued at about $32,000. Finally, Los Angeles Capital Management LLC acquired a new position in Henry Schein in the 4th quarter valued at about $37,000. 96.62% of the stock is currently owned by hedge funds and other institutional investors.

Henry Schein News Roundup

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

• Positive Sentiment: Q1 outperformance: Reported EPS $1.32 vs. $1.20 consensus and revenue $3.37B vs. $3.34B consensus; revenue +6.3% YoY and management cited market-share gains and gross-margin expansion driven by a strong dental business. Henry Schein Reports First Quarter 2026 Financial Results
• Positive Sentiment: Analyst takeaways: Multiple outlets note rising gross margins and 14.8% EPS growth versus prior year, reinforcing operational progress and underlying demand in dental/medical distribution. HSIC Q1 Earnings & Revenues Surpass Estimates, Gross Margin Rises
• Neutral Sentiment: Guidance reaffirmed but mixed: Management reaffirmed FY‑2026 EPS guidance of $5.230–$5.370 and revenue $13.6–13.8B (roughly in line with consensus), leaving the EPS midpoint slightly below some estimates — a neutral-to-mixed signal on future upside. Henry Schein reaffirms annual profit forecast, beats Q1 estimates on dental strength
• Neutral Sentiment: Call and disclosures: Management commentary and the full earnings transcript / slide deck are available for color on execution, share‑gains and cost initiatives (important for verifying margin drivers). Henry Schein, Inc. (HSIC) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Market reaction: Despite the beat, some coverage notes the stock edged down as investors may have wanted stronger/raise guidance or clearer upside catalysts — short‑term profit‑taking and comparisons to expectations pressured the share price. Henry Schein beats estimates but stock edges down
• Negative Sentiment: Relative underperformance: Reports highlight the stock underperformed peers on the session, suggesting investors are discriminating between operational beats and forward expectations. 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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