Henry Schein, Inc. $HSIC Position Lifted by Southpoint Capital Advisors LP

Southpoint Capital Advisors LP raised its holdings in shares of Henry Schein, Inc. (NASDAQ:HSIC) by 28.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,200,000 shares of the company’s stock after buying an additional 700,000 shares during the period. Henry Schein comprises 4.9% of Southpoint Capital Advisors LP’s investment portfolio, making the stock its 6th largest position. Southpoint Capital Advisors LP’s holdings in Henry Schein were worth $235,840,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of HSIC. Invesco Ltd. grew its stake in Henry Schein by 4.1% during the third quarter. Invesco Ltd. now owns 4,731,698 shares of the company’s stock worth $314,043,000 after buying an additional 184,763 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of Henry Schein by 2.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,873,004 shares of the company’s stock valued at $211,734,000 after acquiring an additional 56,687 shares during the period. Ameriprise Financial Inc. raised its stake in shares of Henry Schein by 11.3% in the 3rd quarter. Ameriprise Financial Inc. now owns 2,523,014 shares of the company’s stock valued at $167,453,000 after acquiring an additional 256,156 shares during the period. Bank of Montreal Can lifted its holdings in shares of Henry Schein by 3,655.7% during the 4th quarter. Bank of Montreal Can now owns 2,144,773 shares of the company’s stock valued at $162,102,000 after acquiring an additional 2,087,666 shares in the last quarter. Finally, Morgan Stanley lifted its holdings in shares of Henry Schein by 6.9% during the 4th quarter. Morgan Stanley now owns 1,495,602 shares of the company’s stock valued at $113,038,000 after acquiring an additional 96,730 shares in the last quarter. 96.62% of the stock is owned by institutional investors and hedge funds.

Henry Schein Price Performance

Shares of HSIC stock opened at $84.61 on Tuesday. The company has a market capitalization of $9.64 billion, a PE ratio of 25.56, a price-to-earnings-growth ratio of 1.65 and a beta of 0.81. The firm has a fifty day simple moving average of $81.22 and a 200-day simple moving average of $78.08. 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, Inc. has a twelve month low of $61.94 and a twelve month high of $89.34.

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

Insiders Place Their Bets

In other Henry Schein news, Director William K. Daniel bought 10,000 shares of the stock in a transaction dated Monday, May 11th. The stock was bought at an average cost of $69.19 per share, for a total transaction of $691,900.00. Following the completion of the purchase, the director directly owned 20,000 shares of the company’s stock, valued at approximately $1,383,800. The trade was a 100.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.89% of the stock is currently owned by insiders.

Analyst Ratings Changes

HSIC has been the subject of a number of research reports. Robert W. Baird set a $97.00 price target on shares of Henry Schein in a research report on Wednesday, May 6th. BMO Capital Markets began coverage on Henry Schein in a research note on Wednesday, July 8th. They set a “market perform” rating and a $85.00 price objective on the stock. Mizuho decreased their target price on Henry Schein from $88.00 to $82.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. UBS Group reiterated a “neutral” rating and issued a $85.00 target price (down from $87.00) on shares of Henry Schein in a research note on Wednesday, May 6th. Finally, Wall Street Zen downgraded Henry Schein from a “buy” rating to a “hold” rating in a report on Sunday, July 12th. Seven analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Henry Schein has a consensus rating of “Hold” and a consensus target price of $88.62.

Henry Schein 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.