Henry Schein, Inc. (HSIC)

In the past six months, Henry Schein's stock price has experienced fluctuations influenced by earnings reports, analyst ratings, and operational updates. As of June 18, 2025, the share price was $71.13, an increase of 6.88% from June 20, 2024. Henry Schein reported Q4 2024 earnings with a slight miss in both EPS and revenue, but the stock showed resilience. For Q1 2025, Henry Schein reported an adjusted EPS exceeding analysts' expectations, but net sales lagged the Zacks Consensus Estimate. Wells Fargo initiated coverage with an "Equal-Weight" recommendation, and B of A Securities upgraded its outlook from "Underperform" to "Buy". The company's 2024 sales guidance reflected a continued recovery from a cyber incident that occurred in 2023. During Q1 and Q2 2024, Henry Schein repurchased approximately 1 million and 1.4 million shares of its common stock, respectively.

Demand seasonality for Henry Schein's products and services is influenced by inventory purchase patterns and seasonal demands. Historically, buying Henry Schein Inc (HSIC) stock in May has shown the highest probability of a positive return (81.82%), while August has the lowest probability (0.00%). In Q1 2024, the company benefited from strong point-of-care diagnostic test sales driven by flu seasonality. Some dental practices may face temporary cash flow challenges due to reimbursement delays, which can temporarily impact demand for certain software products and equipment. The company's 2025 guidance anticipates sales growth to be more heavily weighted to the second half of the year.

Henry Schein, Inc. is an American solutions company for healthcare professionals, operating as a major distributor in the healthcare sector, specifically within the medical distribution industry. The company provides a wide array of healthcare products and services primarily to office-based dental and medical practitioners globally, as well as alternate care sites. Its extensive portfolio includes over 300,000 branded and Henry Schein corporate brand products. Henry Schein's business is segmented into Global Distribution and Value-Added Services, Global Specialty Products, and Global Technology. The Global Distribution and Value-Added Services segment focuses on distributing national brand and corporate brand merchandise, equipment, and related technical services to the global dental and medical markets. Major products and services include dental supplies and equipment, medical supplies and equipment, technology solutions, and value-added services.

Henry Schein operates a vast global distribution network with a direct presence in 33 countries and serving over 180 countries worldwide. As of 2023, the company maintained over 1,200 distribution centers and warehouses. Its global reach extends across North America, Europe, Australia, New Zealand, China, Brazil, Israel, the Czech Republic, and Poland. Approximately 33% of its revenue comes from international markets. The company is headquartered in Melville, New York, U.S.

Henry Schein has maintained a strong brand reputation, receiving consistent recognition for ethical practices and workplace inclusion, including being named one of the World's Most Ethical Companies for the 13th consecutive year and receiving the Equality 100 Award for eight consecutive years. The company was also named to Fortune's "World's Most Admired Companies" list for the 20th consecutive year in 2021. A major hack into its core systems reported on October 14, 2023, resulted in 35 terabytes of data being exfiltrated, including investor information and payroll data. In 2018, the FTC accused Henry Schein, along with Benco Dental and Patterson Companies, of violating antitrust laws.

Henry Schein, Inc. is primarily owned by institutional shareholders, with approximately 95.19% to 104.19% of the company owned by institutional shareholders, 4.81% to 5.27% owned by Henry Schein insiders, and a very small percentage (0.00% to 41.70%) by retail investors. Major institutional owners include Vanguard Group Inc., Kohlberg Kravis Roberts & Co. L.P., and BlackRock, Inc. The largest individual shareholder is Stanley M. Bergman, who owns 3.16 million shares, representing 2.60% of the company. Insider selling has been observed in the last 12 months.