Henry Schein, Inc. (HSIC)

Henry Schein's stock has experienced some notable events and analyst reactions in the past six months. The company's stock price closed at $63.84 on October 26, 2025, reflecting a 5.8% slide over the last month and a 6.9% year-to-date pullback. In Q2 2025, Henry Schein reported an earnings per share (EPS) of $1.10, missing analysts' consensus estimates of $1.19, attributed to reduced demand in its U.S. dental business. Henry Schein announced that its Board of Directors authorized the repurchase of up to $750 million of the company's common stock. Several analysts have adjusted their ratings and price targets for HSIC.

Demand for Henry Schein's products and services can be influenced by economic factors and patient behavior. In Q2 2025, the company experienced reduced demand in its U.S. dental business due to high interest rates and cautious patient behavior. This suggests that demand for certain dental products and services may be sensitive to economic conditions and consumer discretionary spending, indicating some cyclicality. Henry Schein is investing in digital workflow, AI solutions, and cloud-based management platforms to help offset cyclical weakness in its core dental segment.

Henry Schein, Inc. (HSIC) is a global distributor of healthcare products and services, primarily serving office-based dental and medical practitioners, dental laboratories, government, institutional healthcare clinics, and other alternate care sites. The company operates within the healthcare supplies and services sector, specifically the medical equipment industry. Henry Schein's product portfolio includes dental products, medical supplies, technology solutions, and value-added services. The company also has a presence in the animal health market.

Henry Schein, Inc. has a significant global presence, with operations in 33 countries and territories, serving practitioners in over 190 countries/regions worldwide. Key operational countries include the US, Germany, France, Canada, Switzerland, and the UK. The United States accounts for 69.5% of its net sales.

Henry Schein has maintained a strong brand reputation, evidenced by recognitions such as being named one of the World's Most Ethical Companies by Ethisphere for 14 consecutive years and being recognized on Fortune magazine's "Change the World" list for its social impact. However, a major hack into its core systems reported on October 14, 2023, involving the exfiltration of 35 terabytes of data, could have impacted its reputation.

Henry Schein, Inc. is primarily owned by institutional investors, who hold approximately 96.62% of the company's stock. Major institutional owners include Kohlberg Kravis Roberts & Co. L.P., Vanguard Group Inc., and BlackRock, Inc. The largest individual shareholder is Kkr Hawaii Holdings LP, owning 15.26 million shares, representing 12.59% of the company.