Artisan Partners Limited Partnership Grows Stock Holdings in Henry Schein, Inc. $HSIC

Artisan Partners Limited Partnership raised its stake in Henry Schein, Inc. (NASDAQ:HSIC) by 5.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,833,041 shares of the company’s stock after buying an additional 370,837 shares during the period. Artisan Partners Limited Partnership owned approximately 0.06% of Henry Schein worth $453,509,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. CYBER HORNET ETFs LLC acquired a new stake in shares of Henry Schein in the 2nd quarter worth approximately $25,000. MUFG Securities EMEA plc purchased a new stake in Henry Schein during the second quarter worth $27,000. ANTIPODES PARTNERS Ltd acquired a new stake in Henry Schein in the second quarter valued at $43,000. Sentry Investment Management LLC increased its position in shares of Henry Schein by 132.1% in the third quarter. Sentry Investment Management LLC now owns 905 shares of the company’s stock valued at $59,000 after buying an additional 515 shares in the last quarter. Finally, Evelyn Partners Investment Management Services Ltd acquired a new position in shares of Henry Schein during the 2nd quarter worth $62,000. Hedge funds and other institutional investors own 96.62% of the company’s stock.

Key Henry Schein News

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

• Positive Sentiment: Q4 beat and constructive outlook — Henry Schein beat EPS and revenue estimates, cited a stable dental market and set FY‑2026 EPS guidance (5.23–5.37), supporting the bullish narrative. Henry Schein beats quarterly profit estimates on stable dental market
• Positive Sentiment: Analyst upgrades and higher targets — Multiple firms raised price targets and ratings after results (notably JPMorgan to $92/overweight, UBS to $87, Mizuho/Wells Fargo lifts), signaling renewed conviction in growth and valuation support. These Analysts Increase Their Forecasts On Henry Schein After Upbeat Q4 Results
• Positive Sentiment: Independent upgrades/bullish research — Robert W. Baird upgraded HSIC and Leerink Partners published a forecast calling for strong price appreciation, adding to buying interest. Henry Schein (NASDAQ:HSIC) Upgraded at Robert W. Baird Leerink Partners Forecasts Strong Price Appreciation for Henry Schein (NASDAQ:HSIC) Stock
• Neutral Sentiment: Stock technical/market reaction — HSIC hit a 52‑week high on the post‑earnings rally, which can attract momentum flows but also profit‑taking. Henry Schein (NASDAQ:HSIC) Hits New 12-Month High on Earnings Beat
• Neutral Sentiment: Analysts reassessing story — Coverage notes that the company’s growth profile is changing and analysts are re-evaluating growth vs. valuation; this produces mixed revisions rather than uniform upgrades. How Henry Schein (HSIC) Story Is Shifting As Analysts Reassess Growth And Valuation
• Negative Sentiment: Sell‑side concerns remain — Morgan Stanley (and its analyst coverage reflected on TipRanks) continues to flag margin pressure and valuation as reasons for a Sell/underweight view with a low price target (~$58–$61), which limits consensus upside and can weigh on the stock. Henry Schein: Solid Growth but Margin Pressures and Valuation Drive Sell Rating
• Neutral Sentiment: Full Q4 transcript available for detail — Investors can review management commentary in the earnings transcript for guidance nuance and margin discussion. Henry Schein (HSIC) Q4 2025 Earnings Transcript

Henry Schein Stock Down 0.5%

Shares of NASDAQ:HSIC opened at $81.47 on Friday. The company has a current ratio of 1.38, a quick ratio of 0.79 and a debt-to-equity ratio of 0.59. The firm has a market cap of $9.34 billion, a price-to-earnings ratio of 24.91, a PEG ratio of 2.43 and a beta of 0.88. The stock’s 50-day moving average price is $77.75 and its two-hundred day moving average price is $72.04. Henry Schein, Inc. has a 12-month low of $60.56 and a 12-month high of $89.29.

Henry Schein (NASDAQ:HSIC) last announced its quarterly earnings data on Tuesday, February 24th. The company reported $1.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.30 by $0.04. The company had revenue of $3.44 billion during the quarter, compared to analysts’ expectations of $3.34 billion. Henry Schein had a net margin of 3.02% and a return on equity of 15.16%. The business’s quarterly revenue was up 7.7% compared to the same quarter last year. During the same period in the previous year, the company earned $1.19 EPS. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS. On average, research analysts forecast that Henry Schein, Inc. will post 4.74 EPS for the current year.

Analyst Ratings Changes

HSIC has been the subject of several recent research reports. Robert W. Baird set a $100.00 target price on shares of Henry Schein and gave the company an “outperform” rating in a report on Monday. UBS Group increased their price target on shares of Henry Schein from $79.00 to $87.00 and gave the company a “neutral” rating in a research report on Wednesday. Weiss Ratings restated a “hold (c)” rating on shares of Henry Schein in a research report on Monday, December 29th. JPMorgan Chase & Co. upped their target price on Henry Schein from $78.00 to $92.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Mizuho increased their target price on Henry Schein from $81.00 to $88.00 and gave the company a “neutral” rating in a report on Wednesday. Six equities research 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 $85.58.

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.