Tudor Investment Corp ET AL Makes New Investment in Henry Schein, Inc. $HSIC

Tudor Investment Corp ET AL purchased a new stake in Henry Schein, Inc. (NASDAQ:HSIC) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 231,651 shares of the company’s stock, valued at approximately $15,375,000.

A number of other institutional investors and hedge funds have also modified their holdings of HSIC. CYBER HORNET ETFs LLC bought a new stake in shares of Henry Schein during the 2nd quarter worth $25,000. MUFG Securities EMEA plc acquired a new position in Henry Schein in the 2nd quarter valued at $27,000. Evelyn Partners Investment Management Services Ltd bought a new position in Henry Schein in the 2nd quarter worth $62,000. Sentry Investment Management LLC raised its holdings in Henry Schein by 132.1% in the 3rd quarter. Sentry Investment Management LLC now owns 905 shares of the company’s stock worth $59,000 after acquiring an additional 515 shares during the period. Finally, Mather Group LLC. acquired a new position in Henry Schein during the 3rd quarter worth $71,000. 96.62% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. Wells Fargo & Company upped their price target on shares of Henry Schein from $76.00 to $87.00 and gave the company an “equal weight” rating in a report on Wednesday, February 25th. JPMorgan Chase & Co. lifted their price objective on Henry Schein from $78.00 to $92.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 25th. Weiss Ratings reissued a “hold (c)” rating on shares of Henry Schein in a research report on Monday, December 29th. Mizuho increased their target price on Henry Schein from $81.00 to $88.00 and gave the company a “neutral” rating in a research note on Wednesday, February 25th. Finally, Leerink Partners reaffirmed a “market perform” rating on shares of Henry Schein in a report on Monday, March 9th. Six research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $85.58.

Key Stories Impacting Henry Schein

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

• Positive Sentiment: Zacks raised its Q4 2027 EPS estimate to $1.62 from $1.44, signaling stronger expected back‑half performance for FY2027. Zacks note
• Positive Sentiment: Zacks boosted its Q3 2027 EPS to $1.49 from $1.42 and lifted FY2027 to $5.76 from $5.68, implying improved full‑year outlook beyond FY2026. Zacks note
• Positive Sentiment: Zacks nudged FY2026 guidance upward to $5.26 from $5.23 and raised Q3 2026 to $1.43 (from $1.39) and Q4 2026 to $1.44 (from $1.43), reflecting incremental improvement to near‑term full‑year estimates. Zacks note
• Neutral Sentiment: Zacks published an FY2028 EPS projection of $6.28 (new/forward‑looking estimate). This provides a growth runway but is not a direct revision to consensus today. Zacks note
• Negative Sentiment: Zacks cut its Q2 2027 EPS forecast to $1.38 from $1.47, a notable downgrade for the mid‑year quarter that may pressure near‑term expectations. Zacks note
• Negative Sentiment: Zacks trimmed Q1 2027 to $1.28 from $1.35 and lowered Q1 2026 to $1.20 from $1.22, indicating weaker near‑term quarterly visibility. Zacks note

Insider Transactions at Henry Schein

In other Henry Schein news, CEO Thomas C. Popeck sold 1,355 shares of Henry Schein stock in a transaction on Thursday, March 19th. The shares were 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 $6,273,187.78. The trade was a 1.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Stanley M. Bergman sold 43,812 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $81.31, for a total value of $3,562,353.72. Following the completion of the sale, the chief executive officer owned 383,803 shares in the company, valued at approximately $31,207,021.93. This represents a 10.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 105,911 shares of company stock valued at $8,574,982 over the last 90 days. Corporate insiders own 1.08% of the company’s stock.

Henry Schein Stock Performance

NASDAQ HSIC opened at $72.24 on Friday. The company has a debt-to-equity ratio of 0.59, a current ratio of 1.38 and a quick ratio of 0.76. The firm has a market capitalization of $8.29 billion, a price-to-earnings ratio of 22.09, a P/E/G ratio of 2.14 and a beta of 0.88. The company’s fifty day moving average is $77.72 and its two-hundred day moving average is $73.01. Henry Schein, Inc. has a 52-week low of $60.56 and a 52-week high of $89.29.

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

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.