Leerink Partnrs Expects Reduced Earnings for Henry Schein

Key Points

• Analysts at Leerink Partners have downgraded their Q3 2025 earnings per share estimate for Henry Schein to $1.27, slightly down from a prior estimate of $1.28.
• UBS Group and other firms have also lowered their target prices for Henry Schein, with UBS setting a new price objective at $70.00 and a "neutral" rating.
• Henry Schein recently reported Q2 earnings of $1.10 per share, falling short of analysts' expectations of $1.19 per share, despite a year-over-year revenue increase of 3.3%.

Henry Schein, Inc. (NASDAQ:HSIC - Free Report) - Analysts at Leerink Partnrs cut their Q3 2025 earnings per share estimates for Henry Schein in a research note issued on Tuesday, October 14th. Leerink Partnrs analyst M. Cherny now expects that the company will post earnings per share of $1.27 for the quarter, down from their prior estimate of $1.28. The consensus estimate for Henry Schein's current full-year earnings is $4.74 per share. Leerink Partnrs also issued estimates for Henry Schein's Q4 2025 earnings at $1.29 EPS, FY2027 earnings at $5.67 EPS and FY2028 earnings at $6.18 EPS.

Other analysts have also recently issued research reports about the company. UBS Group reduced their price objective on Henry Schein from $75.00 to $70.00 and set a "neutral" rating for the company in a research report on Wednesday, August 6th. Evercore ISI upgraded Henry Schein from an "in-line" rating to an "outperform" rating and set a $83.00 target price on the stock in a report on Tuesday, August 26th. JPMorgan Chase & Co. cut their target price on Henry Schein from $80.00 to $76.00 and set an "overweight" rating on the stock in a report on Thursday, August 7th. Robert W. Baird restated a "neutral" rating and set a $72.00 target price (down from $82.00) on shares of Henry Schein in a report on Monday, July 14th. Finally, Wall Street Zen lowered Henry Schein from a "buy" rating to a "hold" rating in a report on Saturday, October 11th. Five investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $76.67.

Henry Schein Price Performance

HSIC opened at $63.25 on Thursday. The stock has a market cap of $7.67 billion, a price-to-earnings ratio of 20.40, a PEG ratio of 2.09 and a beta of 0.81. Henry Schein has a 1 year low of $60.56 and a 1 year high of $82.49. The company has a current ratio of 1.41, a quick ratio of 0.78 and a debt-to-equity ratio of 0.51. The stock has a fifty day moving average price of $67.25 and a 200 day moving average price of $68.68.

Henry Schein (NASDAQ:HSIC - Get Free Report) last released its quarterly earnings data on Tuesday, August 5th. The company reported $1.10 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.19 by ($0.09). The firm had revenue of $3.24 billion for the quarter, compared to analyst estimates of $3.22 billion. Henry Schein had a net margin of 3.05% and a return on equity of 14.36%. Henry Schein's revenue for the quarter was up 3.3% on a year-over-year basis. During the same period in the previous year, the business posted $1.23 EPS. Henry Schein has set its FY 2025 guidance at 4.800-4.940 EPS.

Hedge Funds Weigh In On Henry Schein

A number of institutional investors have recently made changes to their positions in HSIC. Ameriprise Financial Inc. increased its stake in shares of Henry Schein by 3,275.2% in the second quarter. Ameriprise Financial Inc. now owns 2,266,858 shares of the company's stock worth $165,594,000 after purchasing an additional 2,199,695 shares during the period. Norges Bank bought a new position in Henry Schein during the second quarter valued at about $89,476,000. M.D. Sass LLC bought a new position in Henry Schein during the second quarter valued at about $79,201,000. Schroder Investment Management Group increased its stake in Henry Schein by 149.3% during the second quarter. Schroder Investment Management Group now owns 1,563,899 shares of the company's stock valued at $114,243,000 after acquiring an additional 936,471 shares during the period. Finally, Bank of America Corp DE increased its stake 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 valued at $72,712,000 after acquiring an additional 668,182 shares during the period. 96.62% of the stock is currently owned by institutional investors.

About Henry Schein

Henry Schein, Inc provides health care products and services to dental practitioners, laboratories, physician practices, and ambulatory surgery centers, government, institutional health care clinics, and other alternate care clinics worldwide. It operates through two segments, Health Care Distribution, and Technology and Value-Added Services.

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