Zuckerman Investment Group LLC Acquires 72,040 Shares of Henry Schein, Inc. $HSIC

Zuckerman Investment Group LLC grew its holdings in Henry Schein, Inc. (NASDAQ:HSIC) by 34.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 281,339 shares of the company’s stock after buying an additional 72,040 shares during the period. Henry Schein accounts for about 1.7% of Zuckerman Investment Group LLC’s portfolio, making the stock its 25th biggest holding. Zuckerman Investment Group LLC owned approximately 0.24% of Henry Schein worth $18,672,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. AQR Capital Management LLC lifted its holdings in Henry Schein by 47.3% during the 1st quarter. AQR Capital Management LLC now owns 30,402 shares of the company’s stock valued at $2,071,000 after purchasing an additional 9,756 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Henry Schein by 1.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,859 shares of the company’s stock valued at $1,155,000 after purchasing an additional 229 shares during the last quarter. Acadian Asset Management LLC acquired a new position in shares of Henry Schein in the first quarter valued at $676,000. Metis Global Partners LLC bought a new position in shares of Henry Schein in the second quarter valued at about $215,000. Finally, Connor Clark & Lunn Investment Management Ltd. raised its position in shares of Henry Schein by 272.4% in the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 55,656 shares of the company’s stock valued at $4,066,000 after purchasing an additional 40,710 shares during the period. 96.62% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts recently commented on HSIC shares. Barrington Research set a $97.00 target price on shares of Henry Schein and gave the stock an “outperform” rating in a report on Wednesday, February 25th. Weiss Ratings reissued a “hold (c)” rating on shares of Henry Schein in a report on Monday, December 29th. Wells Fargo & Company boosted their price target on Henry Schein from $76.00 to $87.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 25th. JPMorgan Chase & Co. upped 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, Robert W. Baird set a $100.00 price objective on Henry Schein and gave the stock an “outperform” rating in a research report on Monday, February 23rd. Six investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $85.58.

Henry Schein Stock Performance

Shares of NASDAQ:HSIC opened at $75.57 on Friday. The company’s 50 day moving average price is $78.21 and its two-hundred day moving average price is $72.83. Henry Schein, Inc. has a 12-month low of $60.56 and a 12-month high of $89.29. The firm has a market cap of $8.67 billion, a PE ratio of 23.11, a PEG ratio of 2.22 and a beta of 0.88. The company has a quick ratio of 0.76, a current ratio of 1.38 and a debt-to-equity ratio of 0.59.

Henry Schein (NASDAQ:HSIC) last released its quarterly 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. The company had revenue of $3.44 billion during the quarter, compared to the consensus estimate of $3.34 billion. Henry Schein had a net margin of 3.02% and a return on equity of 15.16%. The firm’s quarterly revenue was up 7.7% on a year-over-year basis. During the same period in the previous year, the business earned $1.19 earnings per share. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS. Equities research analysts predict that Henry Schein, Inc. will post 4.74 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Philip A. Laskawy sold 2,844 shares of the stock in a transaction 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 of the company’s stock, valued at approximately $1,764,785.96. This represents a 11.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Kurt P. Kuehn sold 2,844 shares of the firm’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $78.96, for a total value of $224,562.24. Following the completion of the transaction, the director owned 15,420 shares in the company, valued at $1,217,563.20. The trade was a 15.57% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 104,556 shares of company stock worth $8,476,351 in the last quarter. Insiders own 1.08% of the company’s stock.

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.