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

Henry Schein (NASDAQ:HSIC) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 5.290-5.390 for the period, compared to the consensus 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.

Analyst Ratings Changes

Several brokerages have recently commented on HSIC. Robert W. Baird set a $97.00 target price on Henry Schein in a research report on Wednesday, May 6th. Piper Sandler lifted their target price on Henry Schein from $91.00 to $95.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Wall Street Zen upgraded shares of Henry Schein from a “hold” rating to a “buy” rating in a research report on Saturday. Weiss Ratings restated a “hold (c+)” rating on shares of Henry Schein in a report on Friday. Finally, BTIG Research raised shares of Henry Schein from a “neutral” rating to a “buy” rating and set a $100.00 target price for the company in a research report on Thursday, June 11th. Eight investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Henry Schein currently has a consensus rating of “Hold” and a consensus price target of $89.36.

Henry Schein Price Performance

HSIC stock traded up $3.08 during trading on Tuesday, hitting $89.59. The company had a trading volume of 1,546,027 shares, compared to its average volume of 1,391,632. Henry Schein has a fifty-two week low of $61.94 and a fifty-two week high of $92.18. The company has a market cap of $10.21 billion, a P/E ratio of 27.07, a P/E/G ratio of 1.65 and a beta of 0.80. The company has a fifty day moving average price of $82.44 and a two-hundred day moving average price of $78.38. The company has a current ratio of 1.36, a quick ratio of 0.75 and a debt-to-equity ratio of 0.59.

Henry Schein (NASDAQ:HSIC) last released its quarterly earnings results on Tuesday, August 4th. The company reported $1.27 earnings per share for the quarter, beating analysts’ consensus estimates of $1.24 by $0.03. Henry Schein had a return on equity of 15.44% and a net margin of 2.95%.The firm had revenue of $3.46 billion during the quarter, compared to analysts’ expectations of $3.37 billion. During the same period last year, the firm posted $1.10 EPS. The business’s revenue was up 6.7% on a year-over-year basis. Henry Schein has set its FY 2026 guidance at 5.290-5.390 EPS. Equities research analysts expect that Henry Schein will post 5.32 earnings per share for the current fiscal year.

Insider Transactions at Henry Schein

In other news, Director William K. Daniel purchased 10,000 shares of the company’s stock in a transaction on Monday, May 11th. The shares were purchased at an average price of $69.19 per share, with a total value of $691,900.00. Following the purchase, the director directly owned 20,000 shares of the company’s stock, valued at $1,383,800. This trade represents a 100.00% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 0.89% of the company’s stock.

Key Stories Impacting Henry Schein

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

• Positive Sentiment: Q2 earnings and revenue beat estimates. Henry Schein reported adjusted earnings of $1.27 per share versus the $1.24 consensus estimate, while revenue reached $3.46 billion, ahead of expectations of $3.37 billion. Earnings rose from $1.10 per share a year earlier, and sales increased 6.7% year over year. HSIC Surpasses Q2 Earnings and Revenue Estimates, Stock Climbs
• Positive Sentiment: Management raised fiscal 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 versus the $13.7 billion analyst estimate. The company also projects 4.5% to 5.5% sales growth and adjusted EBITDA growth in the mid- to high-single digits. Henry Schein Reports Strong Second Quarter 2026 Financial Results and Raises FY2026 Guidance
• Positive Sentiment: Growth was broad-based. Global Distribution and Value-Added Services sales rose 6.6%, Global Specialty Products increased 8.7%, and Global Technology sales climbed 8.2%. The company also repurchased approximately 2.6 million shares for $200 million during the quarter, supporting per-share results.
• Neutral Sentiment: Investors are likely to focus on whether the improved internal sales growth and margin performance can continue, particularly as the stock trades near its 12-month high and at a forward-looking valuation that already reflects some of the stronger outlook.
• Negative Sentiment: Reported insider activity was unfavorable, with six insider sales and no purchases during the past six months. This is a secondary consideration compared with the earnings beat and guidance increase, but may temper sentiment for some investors.

Institutional Trading of Henry Schein

A number of institutional investors have recently bought and sold shares of the business. Compound Planning Inc. acquired a new stake in Henry Schein during the fourth quarter worth about $275,000. Corient Private Wealth LLC boosted its position in shares of Henry Schein by 5.4% during the 4th quarter. Corient Private Wealth LLC now owns 37,019 shares of the company’s stock worth $2,798,000 after acquiring an additional 1,906 shares in the last quarter. Mercer Global Advisors Inc. ADV increased its stake in Henry Schein by 7.8% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 4,318 shares of the company’s stock valued at $326,000 after acquiring an additional 312 shares during the last quarter. State of Tennessee Department of Treasury increased its stake in Henry Schein by 411.7% in the fourth quarter. State of Tennessee Department of Treasury now owns 75,773 shares of the company’s stock valued at $5,719,000 after acquiring an additional 60,965 shares during the last quarter. Finally, Mackenzie Financial Corp raised its position in Henry Schein by 202.4% during the fourth quarter. Mackenzie Financial Corp now owns 10,933 shares of the company’s stock valued at $834,000 after purchasing an additional 7,318 shares in the last quarter. Institutional investors own 96.62% 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.