Zacks Research Has Negative View of Henry Schein Q1 Earnings

Henry Schein, Inc. (NASDAQ:HSIC) – Research analysts at Zacks Research lowered their Q1 2026 earnings per share estimates for Henry Schein in a note issued to investors on Tuesday, March 17th. Zacks Research analyst Team now forecasts that the company will post earnings per share of $1.20 for the quarter, down from their prior estimate of $1.22. The consensus estimate for Henry Schein’s current full-year earnings is $4.74 per share. Zacks Research also issued estimates for Henry Schein’s Q3 2026 earnings at $1.43 EPS, Q4 2026 earnings at $1.44 EPS, FY2026 earnings at $5.26 EPS, Q1 2027 earnings at $1.28 EPS, Q2 2027 earnings at $1.38 EPS, Q3 2027 earnings at $1.49 EPS, Q4 2027 earnings at $1.62 EPS, FY2027 earnings at $5.76 EPS and FY2028 earnings at $6.28 EPS.

Henry Schein (NASDAQ:HSIC) last released its earnings results on Tuesday, February 24th. The company reported $1.34 EPS for the quarter, beating the consensus estimate of $1.30 by $0.04. Henry Schein had a return on equity of 15.16% and a net margin of 3.02%.The firm had revenue of $3.44 billion for the quarter, compared to analysts’ expectations of $3.34 billion. During the same quarter in the previous year, the business posted $1.19 EPS. The business’s quarterly revenue was up 7.7% compared to the same quarter last year. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS.

Several other research analysts have also recently commented on HSIC. Morgan Stanley increased their target price on shares of Henry Schein from $58.00 to $61.00 and gave the stock an “underweight” rating in a report on Wednesday, February 25th. Weiss Ratings reiterated a “hold (c)” rating on shares of Henry Schein in a research note on Monday, December 29th. JPMorgan Chase & Co. boosted their price target on shares of Henry Schein from $78.00 to $92.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 25th. Mizuho increased their price objective on shares of Henry Schein from $81.00 to $88.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. Finally, Barclays initiated coverage on Henry Schein in a research report on Monday, December 8th. They issued an “overweight” rating and a $86.00 target price on the stock. Six investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $85.58.

Henry Schein Price Performance

Shares of HSIC opened at $73.12 on Thursday. The company has a quick ratio of 0.76, a current ratio of 1.38 and a debt-to-equity ratio of 0.59. Henry Schein has a twelve month low of $60.56 and a twelve month high of $89.29. The stock has a market capitalization of $8.39 billion, a P/E ratio of 22.36, a P/E/G ratio of 2.22 and a beta of 0.88. The company has a 50 day moving average of $77.96 and a 200-day moving average of $72.97.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Ameriprise Financial Inc. increased its holdings in shares of Henry Schein by 3,275.2% during the second quarter. Ameriprise Financial Inc. now owns 2,266,858 shares of the company’s stock worth $165,594,000 after purchasing an additional 2,199,695 shares during the period. Bank of Montreal Can raised its position in shares of Henry Schein by 3,655.7% in the fourth quarter. Bank of Montreal Can now owns 2,144,773 shares of the company’s stock valued at $162,102,000 after buying an additional 2,087,666 shares in the last quarter. Norges Bank bought a new stake in shares of Henry Schein in the second quarter valued at approximately $89,476,000. M.D. Sass LLC acquired a new stake in Henry Schein during the second quarter worth approximately $79,201,000. Finally, Schroder Investment Management Group grew its position in Henry Schein by 149.3% during the second quarter. Schroder Investment Management Group now owns 1,563,899 shares of the company’s stock worth $114,243,000 after buying an additional 936,471 shares in the last quarter. Institutional investors own 96.62% of the company’s stock.

Insider Activity at Henry Schein

In other news, Director Philip A. Laskawy sold 2,844 shares of the business’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $80.36, for a total transaction of $228,543.84. Following the completion of the sale, the director owned 21,961 shares in the company, valued at $1,764,785.96. The trade was a 11.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Mark E. Mlotek sold 5,925 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $80.80, for a total value of $478,740.00. Following the transaction, the executive vice president owned 80,554 shares in the company, valued at approximately $6,508,763.20. This trade represents a 6.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 104,556 shares of company stock worth $8,476,351. 1.08% of the stock is owned by corporate insiders.

Key Headlines Impacting Henry Schein

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

• Positive Sentiment: Zacks raised full-year and multi-year expectations — FY2026 EPS was nudged up to $5.26 (from $5.23), FY2027 to $5.76 (from $5.68) and Zacks published an FY2028 estimate of $6.28, suggesting stronger medium-term earnings power. MarketBeat HSIC
• Positive Sentiment: Zacks upgraded several quarterly estimates (examples: Q3 2026 to $1.43, Q4 2026 to $1.44, Q3 2027 to $1.49 and Q4 2027 to $1.62), which supports the raised full-year views and points to improving margins or revenue trajectory in later quarters. MarketBeat HSIC
• Neutral Sentiment: Positive analyst write-up from Zacks highlights Henry Schein as a “strong growth stock” based on style scores — useful context for investor sentiment but not a primary driver of near-term moves. Here’s Why Henry Schein (HSIC) is a Strong Growth Stock
• Positive Sentiment: Reputational boost: Henry Schein was named one of Ethisphere’s 2026 World’s Most Ethical Companies for the 15th consecutive year — a quality signal that can support investor confidence over time. Ethisphere Names Henry Schein as One of the 2026 World’s Most Ethical Companies
• Negative Sentiment: Near-term cuts to quarterly estimates: Zacks trimmed Q1 2026 to $1.20 (from $1.22) and lowered Q1 2027 and Q2 2027 forecasts (Q1 2027 to $1.28 from $1.35; Q2 2027 to $1.38 from $1.47). These nearer-term downgrades likely pressured the stock despite the longer-term upgrades. MarketBeat HSIC

About Henry Schein

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.