Henry Schein (NASDAQ:HSIC) Releases Quarterly Earnings Results, Beats Estimates By $0.04 EPS

Henry Schein (NASDAQ:HSIC) posted its quarterly earnings data on Tuesday. The company reported $1.34 earnings per share for the quarter, topping the consensus estimate of $1.30 by $0.04, Zacks reports. Henry Schein had a net margin of 3.02% and a return on equity of 14.76%. The company had revenue of $3.44 billion for the quarter, compared to analysts’ expectations of $3.34 billion. During the same period in the prior year, the business earned $1.19 earnings per share. Henry Schein’s revenue for the quarter was up 7.7% compared to the same quarter last year. Henry Schein updated its FY 2026 guidance to 5.230-5.370 EPS.

Here are the key takeaways from Henry Schein’s conference call:

• Henry Schein announced a leadership transition with Fred Lowry joining as CEO next week and Stanley Bergman moving to Chairman; management says Lowry’s Thermo Fisher experience in scaling businesses and M&A should enable a smooth handoff and accelerate growth.
• The company reported strong Q4 momentum—$3.4B in sales (+7.7% YoY), Q4 non‑GAAP EPS of $1.34, and adjusted EBITDA of $291M—and issued 2026 non‑GAAP guidance of $5.23–$5.37 per share (5–8% growth) with sales growth expected at 3–5%.
• Strategic and tech initiatives are progressing—global rollout of henryschein.com (U.S. Dental and Canada in Q1), an AWS partnership to integrate generative AI into Henry Schein One, and Dentrix Ascend cloud subscribers up >20% YoY to >11,000—supporting recurring SaaS revenue and practice-level productivity gains.
• Near‑term uncertainty remains as the company recorded ~$105M of restructuring charges in 2025 (Q4 $23M), is not providing GAAP guidance because it cannot estimate ongoing restructuring costs, expects lower remeasurement gains in 2026, and faces headwinds from tariffs and softer respiratory demand in U.S. medical.

Henry Schein Stock Performance

Henry Schein stock opened at $83.35 on Wednesday. Henry Schein has a fifty-two week low of $60.56 and a fifty-two week high of $89.29. The stock’s 50 day simple moving average is $77.56 and its two-hundred day simple moving average is $71.90. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.79 and a current ratio of 1.40. The stock has a market cap of $9.81 billion, a price-to-earnings ratio of 26.38, a PEG ratio of 2.40 and a beta of 0.88.

Hedge Funds Weigh In On Henry Schein

A number of institutional investors and hedge funds have recently made changes to their positions in HSIC. CIBC Private Wealth Group LLC lifted its position in Henry Schein by 125.1% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 3,260 shares of the company’s stock valued at $216,000 after acquiring an additional 1,812 shares in the last quarter. Davis R M Inc. purchased a new position in shares of Henry Schein in the fourth quarter worth $219,000. Compound Planning Inc. bought a new position in shares of Henry Schein during the fourth quarter valued at $275,000. Deerfield Management Company L.P. purchased a new stake in shares of Henry Schein during the third quarter valued at $278,000. Finally, Bayesian Capital Management LP purchased a new stake in shares of Henry Schein during the second quarter valued at $285,000. Institutional investors own 96.62% of the company’s stock.

More Henry Schein News

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

• Positive Sentiment: Q4 beat and top‑line strength — HSIC reported $1.34 EPS vs. $1.30 expected and revenue of $3.44B vs. $3.34B; sales rose ~7.7% year/year, driven by dental and medical equipment strength. Henry Schein beats quarterly profit estimates on strong dental, medical equipment sales
• Positive Sentiment: Guidance broadly supportive — FY‑2026 EPS guide of $5.23–$5.37 and revenue guide $13.6–13.8B came in around Street expectations, reducing downside risk and underpinning the rally. Henry Schein Q4 earnings / guidance
• Positive Sentiment: Analyst upside from Baird — Robert W. Baird upgraded HSIC to Outperform with a $100 PT, adding bullish analyst momentum. Baird upgrades Henry Schein (HSIC)
• Neutral Sentiment: Shares hit a 52‑week high on the print — momentum is helping, but valuation (PE ~26) and a mixed outlook mean upside may be limited without sustained margin improvement. Henry Schein Stock Hits 52-Week High – Here’s Why
• Neutral Sentiment: Some analysts trimmed/adjusted targets — Leerink raised its price target to $87 and kept a Market Perform rating, a middling signal that the beat wasn’t a unanimous “go higher” catalyst. Henry Schein price target raised at Leerink
• Negative Sentiment: Margin pressure — the beat masked contraction in margins (noted in call coverage and analyst writeups), which could pressure profit growth and valuation if persistent. HSIC Q4 Earnings & Revenues Beat Estimates, Margins Down
• Negative Sentiment: Sell rating from Morgan Stanley — Morgan Stanley’s Erin Wright maintained a Sell with a $58 PT, highlighting valuation and margin concerns that could cap upside if more firms take a cautious stance. Henry Schein: Solid Growth but Margin Pressures and Valuation Drive Sell Rating

Analysts Set New Price Targets

A number of research firms have recently issued reports on HSIC. Wall Street Zen raised shares of Henry Schein from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Wells Fargo & Company upped their price objective on Henry Schein from $70.00 to $76.00 and gave the stock an “equal weight” rating in a report on Wednesday, November 5th. Robert W. Baird set a $100.00 price objective on Henry Schein and gave the company an “outperform” rating in a research report on Monday. Leerink Partners boosted their target price on Henry Schein from $75.00 to $87.00 and gave the stock a “market perform” rating in a research report on Tuesday. Finally, Barrington Research set a $79.00 target price on Henry Schein and gave the stock an “outperform” rating in a research note on Wednesday, November 5th. Six analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Henry Schein currently has an average rating of “Hold” and a consensus target price of $79.75.

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.