Thompson Siegel & Walmsley LLC Sells 47,137 Shares of Henry Schein, Inc. $HSIC

Thompson Siegel & Walmsley LLC lowered its position in Henry Schein, Inc. (NASDAQ:HSIC) by 5.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 809,411 shares of the company’s stock after selling 47,137 shares during the quarter. Henry Schein accounts for about 1.0% of Thompson Siegel & Walmsley LLC’s holdings, making the stock its 25th largest position. Thompson Siegel & Walmsley LLC’s holdings in Henry Schein were worth $61,175,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of HSIC. CYBER HORNET ETFs LLC bought a new stake in shares of Henry Schein in the 2nd quarter worth approximately $25,000. MUFG Securities EMEA plc bought a new stake in Henry Schein in the second quarter valued at about $27,000. Flagship Harbor Advisors LLC bought a new stake in Henry Schein in the fourth quarter valued at about $30,000. Steph & Co. bought a new stake in Henry Schein in the fourth quarter valued at about $52,000. Finally, Tema Etfs LLC bought a new stake in Henry Schein in the fourth quarter valued at about $56,000. Institutional investors own 96.62% of the company’s stock.

Analyst Ratings Changes

HSIC has been the topic of several analyst reports. Citigroup initiated coverage on Henry Schein in a research note on Wednesday, April 15th. They issued a “buy” rating and a $100.00 price objective on the stock. Mizuho cut their price objective on Henry Schein from $88.00 to $82.00 and set a “neutral” rating for the company in a report on Wednesday, May 6th. Morgan Stanley reissued an “underweight” rating and set a $64.00 price objective (up from $61.00) on shares of Henry Schein in a report on Friday, April 24th. JPMorgan Chase & Co. lifted their price objective on Henry Schein from $78.00 to $92.00 and gave the company an “overweight” rating in a report on Wednesday, February 25th. Finally, Wells Fargo & Company lifted their price objective on Henry Schein from $76.00 to $87.00 and gave the company an “equal weight” rating in a report on Wednesday, February 25th. Six investment 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’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $86.83.

Henry Schein Price Performance

NASDAQ HSIC opened at $76.58 on Monday. The firm has a market cap of $8.72 billion, a PE ratio of 23.14, a price-to-earnings-growth ratio of 1.92 and a beta of 0.82. Henry Schein, Inc. has a one year low of $61.94 and a one year high of $89.29. The stock’s 50 day simple moving average is $74.41 and its 200 day simple moving average is $75.82. The company has a debt-to-equity ratio of 0.59, a current ratio of 1.36 and a quick ratio of 0.75.

Henry Schein (NASDAQ:HSIC) last released its quarterly earnings results on Tuesday, May 5th. The company reported $1.32 EPS for the quarter, topping analysts’ consensus estimates of $1.20 by $0.12. The business had revenue of $3.37 billion for the quarter, compared to analyst estimates of $3.34 billion. Henry Schein had a return on equity of 15.44% and a net margin of 2.95%.Henry Schein’s revenue for the quarter was up 6.3% on a year-over-year basis. During the same period in the prior year, the company earned $1.15 EPS. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS. As a group, sell-side analysts forecast that Henry Schein, Inc. will post 5.32 earnings per share for the current fiscal year.

Trending Headlines about Henry Schein

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

• Positive Sentiment: Zacks highlighted Henry Schein as a strong momentum stock, which can attract short-term traders and support sentiment around the shares. Here’s Why Henry Schein (HSIC) is a Strong Momentum Stock
• Positive Sentiment: Analyst commentary remains constructive on the company’s dental and medical distribution scale, digital dentistry strategy, and acquisition opportunities, which could support longer-term growth. Is This the Right Time to Keep HSIC Stock in Your Portfolio?
• Positive Sentiment: Henry Schein’s recent quarterly results beat estimates, with earnings of $1.32 per share and revenue of $3.37 billion topping expectations, reinforcing confidence in current operating performance.
• Neutral Sentiment: The company presented at the Stifel Jaws & Paws Conference, but the transcript does not appear to include a major new catalyst that would significantly change the stock’s near-term outlook. Henry Schein, Inc. (HSIC) Presents at Stifel Jaws & Paws Conference 2026 Transcript
• Negative Sentiment: Zacks Research trimmed several future earnings estimates for Henry Schein, including Q3 2026, Q4 2026 and Q4 2027, which may pressure sentiment by signaling slightly softer profit expectations ahead.
• Negative Sentiment: Analysts continue to flag debt and broader macroeconomic headwinds as key risks, which could limit upside if operating trends weaken.

Insider Buying and Selling at Henry Schein

In related news, Director Philip A. Laskawy sold 2,844 shares of the stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $80.36, for a total transaction of $228,543.84. Following the sale, the director directly owned 21,961 shares in the company, valued at $1,764,785.96. This represents a 11.47% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director William K. Daniel purchased 10,000 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were acquired at an average price of $69.19 per share, for a total transaction of $691,900.00. Following the completion of the transaction, the director owned 20,000 shares in the company, valued at $1,383,800. The trade was a 100.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold 12,968 shares of company stock worth $1,030,477 over the last 90 days. Company insiders own 0.89% of the company’s stock.

About Henry Schein

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.