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

Henry Schein (NASDAQ:HSIC) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 5.290-5.390 for the period, compared to the consensus EPS estimate of 5.340. The company issued revenue guidance of $13.8 billion-$13.9 billion, compared to the consensus revenue estimate of $13.7 billion.

Henry Schein Price Performance

HSIC stock traded up $2.04 during mid-day trading on Tuesday, reaching $88.55. 807,780 shares of the company traded hands, compared to its average volume of 1,385,615. The company has a fifty day moving average price of $82.44 and a 200-day moving average price of $78.38. Henry Schein has a 52-week low of $61.94 and a 52-week high of $92.18. The company has a market capitalization of $10.09 billion, a P/E ratio of 26.70, a P/E/G ratio of 1.65 and a beta of 0.80. 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 announced its quarterly earnings results on Tuesday, August 4th. The company reported $1.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.24 by $0.03. The firm had revenue of $3.46 billion for the quarter, compared to the consensus estimate of $3.37 billion. Henry Schein had a net margin of 2.95% and a return on equity of 15.44%. The company’s revenue for the quarter was up 6.7% on a year-over-year basis. During the same period in the prior year, the firm posted $1.10 earnings per share. Henry Schein has set its FY 2026 guidance at 5.290-5.390 EPS. As a group, analysts anticipate that Henry Schein will post 5.32 earnings per share for the current year.

Analyst Ratings Changes

Several research firms have recently weighed in on HSIC. Piper Sandler upped their price target on shares of Henry Schein from $91.00 to $95.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. 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. Citigroup assumed coverage on Henry Schein in a research note on Wednesday, April 15th. They issued a “buy” rating and a $100.00 target price on the stock. BTIG Research raised Henry Schein from a “neutral” rating to a “buy” rating and set a $100.00 price objective for the company in a report on Thursday, June 11th. Finally, Wall Street Zen upgraded shares of Henry Schein from a “hold” rating to a “buy” rating in a research report on Saturday. Eight research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $89.36.

Insider Buying and Selling

In other news, Director William K. Daniel bought 10,000 shares of Henry Schein stock in a transaction that occurred on Monday, May 11th. The shares were acquired at an average price of $69.19 per share, with a total value of $691,900.00. Following the completion of the purchase, the director directly 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 purchase was disclosed in a filing with the SEC, which is available through this hyperlink. 0.89% of the stock is currently owned by corporate insiders.

Key Henry Schein News

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

• Positive Sentiment: Quarterly earnings and revenue beat expectations. Henry Schein reported adjusted EPS of $1.27, above the $1.24 consensus estimate, while revenue reached $3.46 billion versus expectations of $3.37 billion. EPS increased from $1.10 a year earlier, and revenue rose 6.7% year over year. Henry Schein quarterly earnings report
• Positive Sentiment: Management raised its 2026 guidance. Henry Schein now expects adjusted diluted EPS of $5.29 to $5.39, compared with consensus of $5.34, and revenue of $13.8 billion to $13.9 billion, above the $13.7 billion consensus estimate. The company also forecasts total sales growth of 4.5% to 5.5% and adjusted EBITDA growth in the mid- to high-single digits. Henry Schein raises fiscal 2026 guidance
• Positive Sentiment: Growth was broad-based. Global Distribution and Value-Added Services sales rose 6.6%, Specialty Products increased 8.7%, and Technology sales grew 8.2%. Management cited accelerating internal sales growth, margin improvement and solid operational execution as key drivers.
• Positive Sentiment: Share repurchases provided additional support. Henry Schein bought back approximately 2.6 million shares for $200 million during the quarter, potentially supporting per-share results and shareholder returns. Henry Schein second-quarter revenue report
• Neutral Sentiment: GAAP net income rose to $94 million, or $0.82 diluted EPS, from $86 million, or $0.70, a year earlier. However, the company’s net margin remained relatively low at 2.95%, an important consideration for investors evaluating the quality of earnings growth.
• Negative Sentiment: Reported insider activity was entirely selling-based over the past six months, including sales by CEO Stanley Bergman and other executives, with no disclosed insider purchases. Such transactions can reflect personal liquidity needs, but may weigh modestly on sentiment.

Hedge Funds Weigh In On Henry Schein

Institutional investors have recently modified their holdings of the company. AQR Capital Management LLC boosted its stake in Henry Schein by 47.3% in the first quarter. AQR Capital Management LLC now owns 30,402 shares of the company’s stock worth $2,071,000 after buying an additional 9,756 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Henry Schein by 1.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,859 shares of the company’s stock worth $1,155,000 after acquiring an additional 229 shares during the last quarter. Acadian Asset Management LLC bought a new stake in shares of Henry Schein in the 1st quarter worth approximately $676,000. Cetera Investment Advisers boosted its stake in shares of Henry Schein by 12.9% in the 2nd quarter. Cetera Investment Advisers now owns 5,561 shares of the company’s stock valued at $406,000 after purchasing an additional 637 shares in the last quarter. Finally, First Trust Advisors LP boosted its stake in shares of Henry Schein by 0.8% in the 2nd quarter. First Trust Advisors LP now owns 221,130 shares of the company’s stock valued at $16,154,000 after purchasing an additional 1,669 shares in the last quarter. 96.62% of the stock is currently owned by institutional investors.

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.