Van Lanschot Kempen Investment Management N.V. Sells 226,898 Shares of Henry Schein, Inc. $HSIC

Van Lanschot Kempen Investment Management N.V. trimmed its position in shares of Henry Schein, Inc. (NASDAQ:HSIC) by 43.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 298,974 shares of the company’s stock after selling 226,898 shares during the quarter. Van Lanschot Kempen Investment Management N.V.’s holdings in Henry Schein were worth $22,596,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. CYBER HORNET ETFs LLC bought a new position in shares of Henry Schein during the second quarter worth $25,000. MUFG Securities EMEA plc bought a new position in shares of Henry Schein during the second quarter worth $27,000. Flagship Harbor Advisors LLC bought a new position in shares of Henry Schein during the fourth quarter worth $30,000. Federated Hermes Inc. bought a new position in shares of Henry Schein during the fourth quarter worth $32,000. Finally, Los Angeles Capital Management LLC bought a new position in shares of Henry Schein during the fourth quarter worth $37,000. 96.62% of the stock is owned by institutional investors.

Henry Schein Trading Up 1.3%

Shares of NASDAQ:HSIC opened at $81.25 on Friday. Henry Schein, Inc. has a 12 month low of $61.94 and a 12 month high of $89.29. The company has a quick ratio of 0.75, a current ratio of 1.36 and a debt-to-equity ratio of 0.59. The company’s fifty day simple moving average is $75.36 and its 200 day simple moving average is $76.21. The firm has a market cap of $9.26 billion, a price-to-earnings ratio of 24.55, a PEG ratio of 1.55 and a beta of 0.82.

Henry Schein (NASDAQ:HSIC) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $1.32 EPS for the quarter, topping 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 for the quarter, compared to analyst estimates of $3.34 billion. During the same period last year, the business posted $1.15 earnings per share. The firm’s quarterly 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. As a group, research analysts forecast that Henry Schein, Inc. will post 5.32 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director William K. Daniel acquired 10,000 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The shares were acquired at an average cost of $69.19 per share, for a total transaction of $691,900.00. Following the completion of the acquisition, the director directly owned 20,000 shares in the company, valued at approximately $1,383,800. The trade was a 100.00% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Thomas C. Popeck sold 1,355 shares of the firm’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $72.79, for a total transaction of $98,630.45. Following the sale, the chief executive officer owned 86,182 shares in the company, valued at approximately $6,273,187.78. The trade was a 1.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.89% of the company’s stock.

Analyst Ratings Changes

HSIC has been the topic of a number of recent analyst reports. UBS Group reissued a “neutral” rating and set a $85.00 price target (down from $87.00) on shares of Henry Schein in a research report on Wednesday, May 6th. Leerink Partners reissued a “market perform” rating on shares of Henry Schein in a research report on Monday, March 9th. Wells Fargo & Company lifted their price target on shares of Henry Schein from $76.00 to $87.00 and gave the stock an “equal weight” rating in a research report on Wednesday, February 25th. Barrington Research set a $97.00 price target on shares of Henry Schein and gave the stock an “outperform” rating in a research report on Wednesday, February 25th. Finally, Robert W. Baird set a $97.00 price target on shares of Henry Schein in a research report on Wednesday, May 6th. Seven research 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. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $87.85.

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.