DENTSPLY SIRONA (NASDAQ:XRAY) Updates FY 2026 Earnings Guidance

DENTSPLY SIRONA (NASDAQ:XRAY) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.400-1.500 for the period, compared to the consensus EPS estimate of 1.490. The company issued revenue guidance of $3.5 billion-$3.6 billion, compared to the consensus revenue estimate of $3.7 billion.

Analyst Ratings Changes

XRAY has been the topic of a number of research analyst reports. Bank of America raised DENTSPLY SIRONA from a “neutral” rating to a “buy” rating and increased their target price for the stock from $13.00 to $17.00 in a report on Thursday, February 19th. Wells Fargo & Company raised their price objective on DENTSPLY SIRONA from $12.00 to $13.00 and gave the stock an “equal weight” rating in a research note on Friday. Stifel Nicolaus set a $13.00 target price on shares of DENTSPLY SIRONA in a research note on Thursday, November 6th. JPMorgan Chase & Co. dropped their target price on shares of DENTSPLY SIRONA from $14.00 to $12.00 and set a “neutral” rating on the stock in a report on Friday, November 7th. Finally, Barclays assumed coverage on shares of DENTSPLY SIRONA in a report on Monday, December 8th. They issued an “underweight” rating and a $12.00 price target for the company. Three research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $14.00.

DENTSPLY SIRONA Stock Performance

NASDAQ XRAY traded up $1.97 on Friday, hitting $14.68. The stock had a trading volume of 13,495,896 shares, compared to its average volume of 4,929,992. The company’s 50-day moving average is $12.42 and its two-hundred day moving average is $12.49. DENTSPLY SIRONA has a one year low of $9.85 and a one year high of $17.34. The stock has a market cap of $2.93 billion, a price-to-earnings ratio of -4.89, a P/E/G ratio of 0.99 and a beta of 1.01. The company has a quick ratio of 0.99, a current ratio of 1.47 and a debt-to-equity ratio of 1.36.

DENTSPLY SIRONA (NASDAQ:XRAY) last issued its quarterly earnings data on Thursday, February 26th. The medical instruments supplier reported $0.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.28 by ($0.01). DENTSPLY SIRONA had a positive return on equity of 17.62% and a negative net margin of 16.25%.The business had revenue of $961.00 million for the quarter, compared to analyst estimates of $926.40 million. During the same quarter in the prior year, the firm posted $0.26 earnings per share. The business’s quarterly revenue was up 6.2% on a year-over-year basis. DENTSPLY SIRONA has set its FY 2026 guidance at 1.400-1.500 EPS. On average, analysts expect that DENTSPLY SIRONA will post 1.84 earnings per share for the current year.

DENTSPLY SIRONA Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 9th. Stockholders of record on Friday, December 26th were paid a $0.16 dividend. The ex-dividend date of this dividend was Friday, December 26th. This represents a $0.64 annualized dividend and a dividend yield of 4.4%. DENTSPLY SIRONA’s dividend payout ratio is presently -14.48%.

Insider Buying and Selling at DENTSPLY SIRONA

In related news, Director Gregory T. Lucier sold 82,200 shares of the company’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $11.14, for a total value of $915,708.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.50% of the stock is currently owned by corporate insiders.

More DENTSPLY SIRONA News

Here are the key news stories impacting DENTSPLY SIRONA this week:

• Positive Sentiment: Company announced a $120 million restructuring to redirect annual savings into a “Return-to-Growth” plan (innovation, clinical and sales investment), eliminated the dividend and said it will redeploy capital toward debt paydown and share repurchases — a clear priority shift that drove buying interest. Dentsply Sirona Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Top-line beat: Q4 net sales of $961M topped Street estimates and rose 6.2% year-over-year, a sign that demand trends held up despite cost issues. Dentsply Sirona’s Q4 CY2025 sales top estimates
• Neutral Sentiment: Analysts nudged price targets higher: Wells Fargo raised its target to $13 with an “equal weight” rating and Robert W. Baird raised its target to $14 with a “neutral” rating — upgrades that signal some analyst confidence but still leave implied downside vs. the current trading level. Analyst Price Target Moves (Benzinga) TickerReport: Baird PT Raise
• Neutral Sentiment: Earnings call and transcripts available for detail — useful for investors who want management commentary on the restructuring, capital allocation and product road map. Earnings Call Transcript
• Negative Sentiment: Reported adjusted EPS of $0.27 missed consensus by $0.01 and the quarter included a GAAP net loss of $146M driven by ~$144M of goodwill/intangible impairments — items that pressure near-term reported profitability. Earnings Miss Coverage (Zacks)
• Negative Sentiment: FY2026 revenue guidance of $3.5B–$3.6B sits below consensus (~$3.7B), signaling a softer top-line outlook even as adjusted EPS guidance of $1.40–$1.50 is roughly in line — the revenue gap is a downside catalyst to monitor. Company Outlook (GlobeNewswire)
• Negative Sentiment: Legal risk: Halper Sadeh LLC has opened a shareholder investigation into possible fiduciary breaches, which could create headline risk and distract management. Halper Sadeh Investigation Notice

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. AQR Capital Management LLC raised its position in DENTSPLY SIRONA by 109.8% during the second quarter. AQR Capital Management LLC now owns 13,316,771 shares of the medical instruments supplier’s stock valued at $211,470,000 after buying an additional 6,970,086 shares during the period. Lazard Asset Management LLC grew its stake in DENTSPLY SIRONA by 0.9% during the 3rd quarter. Lazard Asset Management LLC now owns 10,200,525 shares of the medical instruments supplier’s stock valued at $129,445,000 after acquiring an additional 92,868 shares in the last quarter. State Street Corp increased its holdings in shares of DENTSPLY SIRONA by 5.5% in the 2nd quarter. State Street Corp now owns 7,099,906 shares of the medical instruments supplier’s stock valued at $113,868,000 after purchasing an additional 369,876 shares during the period. Armistice Capital LLC lifted its position in shares of DENTSPLY SIRONA by 1,044.0% in the third quarter. Armistice Capital LLC now owns 5,736,000 shares of the medical instruments supplier’s stock worth $72,790,000 after purchasing an additional 5,234,587 shares in the last quarter. Finally, Jacobs Levy Equity Management Inc. boosted its holdings in shares of DENTSPLY SIRONA by 662.0% during the third quarter. Jacobs Levy Equity Management Inc. now owns 4,608,341 shares of the medical instruments supplier’s stock worth $58,480,000 after purchasing an additional 4,003,606 shares during the period. 95.70% of the stock is currently owned by institutional investors.

About DENTSPLY SIRONA

Dentsply Sirona Inc (NASDAQ: XRAY) is a leading global manufacturer of professional dental products and technologies. The company, formed through the merger of Dentsply International and Sirona Dental Systems in February 2016, brings together a long heritage of innovation in dental care. Headquartered in Charlotte, North Carolina, Dentsply Sirona develops and markets a comprehensive range of dental consumables, laboratory products, and advanced imaging and CAD/CAM systems.

The company’s product portfolio spans preventive, restorative, orthodontic, endodontic and surgical care.