Henry Schein, Inc. (HSIC) Stock Price & Analysis
Henry Schein, Inc. (HSIC) closed at USD 86 on Thursday, October 22, 2026, up 1.16% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 85.01; the Oct 22, 2026 session ranged USD 84.81–86.26 on volume of 2,075,085 shares. Market capitalization is $9.58B, with a 52-week range of USD 62.15–92.18 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/HSIC.md
Key facts (HSIC)
- Last four reported quarters (through Jun 27, 2026): revenue $13.6B, net income $403M (3.0% margin), free cash flow $569M (SEC filings).
- Valuation: P/E 23.8x (avg 23.3x at the last 3 fiscal year-ends), EV/EBITDA 12.7x, net debt $3.17B.
- 3 of 80 tracked superinvestors hold HSIC (13F, Q2 2026): 0 new, 1 added, 1 reduced, 1 unchanged.
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $692K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 2.31 on a 1–5 scale) (16 analysts), mean target USD 96.87 (range 64–110).
- Total return with dividends: 1Y +35.2% vs S&P 500 +14.9%; 5Y +7.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-03, EPS estimate USD 1.36, revenue estimate $3.48B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (HSIC)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $12.4B | $12.6B | $12.3B | $12.7B | $13.2B | $13.6B |
| Gross profit | $3.67B | $3.83B | $3.86B | $4.02B | $4.11B | — |
| Operating income | $852M | $747M | $615M | $621M | $653M | $680M |
| Net income | $631M | $538M | $416M | $390M | $398M | $403M |
| EPS (diluted) | $4.45 | $3.91 | $3.16 | $3.05 | $3.27 | — |
| Free cash flow | $631M | $506M | $353M | $700M | $573M | $569M |
| Gross margin | 29.6% | 30.3% | 31.3% | 31.7% | 31.1% | — |
| Operating margin | 6.9% | 5.9% | 5.0% | 4.9% | 5.0% | 5.0% |
| Net margin | 5.1% | 4.3% | 3.4% | 3.1% | 3.0% | 3.0% |
| Revenue growth | +22.6% | +2.0% | -2.4% | +2.7% | +4.0% | — |
| Cash + short-term investments | $118M | $117M | $171M | $122M | $156M | — |
| Total debt | $873M | $1.15B | $2.20B | $2.48B | $3.07B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 27, 2026) (HSIC)
P/E 23.8x · P/S 0.7x · EV/EBITDA 12.7x · EV/Sales 0.9x · P/FCF 16.8x · P/B 3.0x · FCF yield 5.94% · Earnings yield 4.20% · Buyback yield (TTM) 7.60% · Net debt $3.17B · EV $12.8B
P/E at fiscal year-ends: Dec 2025 23.1x, Dec 2024 22.7x, Dec 2023 24.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (HSIC)
3 of 80 tracked investors hold HSIC. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| David Einhorn | Greenlight Capital | 1.54% | $60.0M | Added +19.9% |
| Richard Pzena | Pzena Investment Management | 0.21% | $71.9M | Reduced -3.0% |
| Mason Hawkins | Southeastern Asset Management | 0.07% | $1.4M | Unchanged |
Insider purchases (SEC Form 4, open-market, last ~7 months) (HSIC)
1 purchase, $692K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-05-11 | Daniel William K | Director | 10,000 | $692K | 69.19 | Too little history (no open-market trades in 2023 or 2024) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (HSIC)
Consensus Buy (mean 2.31 on a 1–5 scale), 16 analysts; mean target USD 96.87 (low 64, high 110).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-14 | Leerink Partners | Target lowered | Market Perform | $96 → $92 |
| 2026-08-19 | BTIG | Target raised | Buy | $100 → $110 |
| 2026-08-06 | Barclays | Target raised | Overweight | $86 → $100 |
| 2026-08-05 | UBS | Target raised | Neutral | $89 → $94 |
| 2026-08-05 | Citigroup | Target raised | Buy | $100 → $112 |
| 2026-08-05 | BTIG | Reiterated | Buy | $100 |
| 2026-07-29 | Piper Sandler | Target raised | Overweight | $91 → $95 |
| 2026-07-28 | UBS | Target raised | Neutral | $85 → $89 |
| 2026-07-09 | BMO Capital | Initiated | Market Perform | $85 |
Total return (dividends reinvested) (HSIC)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +35.2% | +7.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +35.4% | +1.5% |
| Volatility (annualized) | 25.3% | 24.3% |
| Max drawdown | -17.2% (Feb 2026→May 2026) | -31.7% (Apr 2022→Oct 2023) |
HSIC revenue by business segment (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Global Distribution & Value Added Services | $2.91B | 84.2% | +6.6% |
| Global Specialty Products | $419.0M | 12.1% | +8.5% |
| Global Technology | $181.0M | 5.2% | +8.4% |
| Total revenue | $3.46B | 100% | — |
HSIC revenue by region (fiscal year ended Dec 27, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $9.10B | 69.0% | +3.1% |
| Non Us | $4.09B | 31.0% | +6.2% |
| Total revenue | $13.18B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
HSIC suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Schein | “One Schein to broaden and deepen relationships with our customers” |
| Competitor | Cadence Design Systems (CDNS) | “against several large competitors, including Cadence Group, Proclinic Group, DD” |
Quoted from the company's 10-K filed Feb 24, 2026.
Companies that name HSIC in their SEC reports
| Relationship to HSIC | Company | Filing | Sentence |
|---|---|---|---|
| supplier | Envista Holdings Corp (NVST) | 10-K Feb 12, 2026 | “One customer, Henry Schein, Inc. ("Henry Schein"), accounted for approximately 12% of our sales for 2025 and 10% of our sales for 2024 and 2023.” |
HSIC company outlook (results filed Aug 4, 2026)
- “Henry Schein today raised its financial guidance for 2026.”
- “Guidance is for current continuing operations and does not include the impact of restructuring expenses and related costs, amortization expense of acquired intangible assets, the impairment of intangible assets, changes in contingent consideration, select implementation-related costs supporting value creation initiatives, and litigation settlements.”
- “This guidance also assumes that foreign currency exchange rates remain generally consistent with current levels.”
- “The Company's FY2026 guidance does not include any remeasurement gains for the remainder of 2026, or any future benefits from tariff refunds.”
Quoted word-for-word from the SEC 8-K results press release.
HSIC analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.36 | $1.36 | -0.3% | $3.48B | 16 |
| Next quarter (ends Dec 2026) | $1.45 | $1.43 | +1.4% | $3.57B | 16 |
| Current fiscal year (ends Dec 2026) | $5.39 | $5.34 | +0.8% | $13.87B | 16 |
| Next fiscal year (ends Dec 2027) | $5.99 | $5.91 | +1.5% | $14.43B | 16 |
Key Statistics (as of October 23, 2026 at 09:22 UTC)
| Price | USD 86 |
|---|---|
| Change | ▲ 1.16% (up) |
| Previous Close | USD 85.01 |
| Open | USD 84.81 |
| Day Range | USD 84.81 – 86.26 |
| 52-Week Range | USD 62.15 – 92.18 |
| Volume | 2,075,085 shares |
| Market Cap | $9.58B |
| Exchange | NMS |
Technical Analysis (HSIC)
Nexqual's technical model rates HSIC "NEUTRAL" based on 3 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:22 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 49.35 (neutral) |
| vs SMA50 | Below (USD 87.05) |
| MACD | -0.34 (negative) |
Analyst Ratings (HSIC)
Wall Street analysts rate HSIC "Buy" based on 16 analysts, with a mean price target of USD 96.87 (range USD 64–110), per Nexqual as of October 23, 2026 at 09:22 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 16 |
| Mean Target | USD 96.87 |
| High Target | USD 110 |
| Low Target | USD 64 |
| Buy / Hold / Sell | 8 / 7 / 1 |
Earnings (HSIC)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 1.36 |
| Revenue Estimate | $3.48B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.27 vs est 1.24 ▲ beat |
| 2026-03-31 | USD 1.32 vs est 1.22 ▲ beat |
| 2025-12-31 | USD 1.34 vs est 1.29 ▲ beat |
| 2025-09-30 | USD 1.38 vs est 1.28 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financials & Fundamentals (HSIC)
| Total Revenue | $13.60B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +6.70% |
| Gross Margin | +31.32% |
| Operating Margin | +5.76% |
| Profit Margin | +2.96% |
| ROE | +8.85% |
| Debt / Equity | 0.81 |
| Current Ratio | 1.32 |
| Total Cash | $157.00M |
| Total Debt | $3.81B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $569.00M (4.2% of revenue) |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financial Health Score (HSIC)
Nexqual rates Henry Schein, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:22 UTC.
| Growth | Mixed — Revenue +4.0% YoY (annual), slow |
|---|---|
| Profitability | Solid — Gross margin 31%, operating 6% (last 12 months) |
| Balance Sheet | Mixed — $157M cash and investments vs $3.32B debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $569M (last 4 quarters to Jun 2026, SEC), slim 4.2% margin |
| Efficiency | Mixed — ROE 9%, ROA 4.4% |
Ownership (HSIC)
| Insider Ownership | +0.83% |
|---|---|
| Institutional Ownership | +112.15% |
| Shares Outstanding | 111.45M |
| Float | 91.71M |
| Short % of Float | +9.04% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Leadership (HSIC)
Henry Schein, Inc. is led by Andrea Albertini, Chief Executive Officer of Global Distribution & Technology, per Nexqual as of October 23, 2026 at 09:22 UTC.
| Chief Executive Officer of Global Distribution & Technology | Andrea Albertini |
|---|---|
| Senior VP & CFO | Ronald N. South |
| Executive VP & COO | Michael Saul Ettinger |
| CEO & Director | Frederick M. Lowery |
| Senior VP & CTO | Christopher Pendergast |
Major Backers & Investors (HSIC)
Notable institutional backers of Henry Schein, Inc. include Kohlberg Kravis Roberts & Co. L.P., FMR, LLC, Artisan Partners Limited Partnership, according to Nexqual as of October 23, 2026 at 09:22 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 14.04% |
| FMR, LLC | 6.78% |
| Artisan Partners Limited Partnership | 5.8% |
| JPMorgan | 3.9% |
| American Century Companies Inc | 3.1% |
| Fidelity | 3.1% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 9.4% |
| BlackRock | 6.3% |
| State Street | 3.86% |
| Dimensional Fund Advisors | 3.05% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
From Henry Schein, Inc.'s Latest SEC 10-K Filing (filed 2026-02-24)
Key Strengths & Strategy (as disclosed to the SEC)
- With 94 years of experience distributing health care products, we have built a vast base of small, mid-sized large customers in the dental and medical markets, serving more than one million customers worldwide clinics. and employ more than 25,000 people. workforce is based in the United States and 52% outside of the United States. located in 34 countries and territories. well as through the contribution from our strategic acquisitions.
- Pursue strategic acquisitions and joint ventures. companies, including high growth high margin businesses aligned with our BOLD+1 strategy, that add new enable us to access new products and technologies. care services. 10%. age group is expected to grow by approximately 17%. between 2025 and 2045.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CAH | Cardinal Health, Inc. | USD 255.64 | ▼ 0.71% |
| COR | Cencora, Inc. | USD 338.48 | ▼ 0.57% |
| AHG | Akso Health Group | USD 1.22 | ▼ 3.94% |
| MCK | McKesson Corporation | USD 1,012.34 | ▼ 0.31% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:22 UTC. This page is informational and not investment advice.
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