Henry Schein, Inc. (HSIC)

Henry Schein's stock has been influenced by several events in the past six months. The Q3 2025 earnings report showed an EPS of $1.38 and revenue of $3.34 billion, both exceeding expectations. KKR made a $250 million strategic investment, acquiring approximately 12% of the common shares and gaining board representation. A major cyberattack resulted in the exfiltration of 35 terabytes of data, causing system outages. Analyst sentiment is currently a "Hold" rating with a forecasted downside of -4.14%. The dental sector experienced volatility, leading to investor caution.

The demand for Henry Schein's products and services experiences seasonality, with the fourth quarter typically seeing a boost. The dental market has experienced volatility, with swings in demand and a soft market for expensive procedures. While there have been some signs of stabilization, the overall recovery is still considered distant, influenced by factors such as elevated prices and consumer sentiment.

Henry Schein, Inc. is a solutions company providing products and services to healthcare professionals globally, operating through three segments: Global Distribution and Value-Added Services, Global Specialty Products, and Global Technology. The Global Distribution segment distributes merchandise, equipment, and services to dental and medical markets, offering value-added services like financial services and consulting. The Global Specialty Products segment focuses on manufacturing and marketing dental implant, biomaterial, endodontic, orthodontic, and orthopedic products. The Global Technology segment develops and distributes practice management software and e-services.

Henry Schein, Inc. has a global presence, operating in 33 countries and territories, with its headquarters in Melville, New York. The company's stock is traded on NASDAQ in the United States, as well as on several European exchanges, the London Stock Exchange, Sao Paulo (Brazil), and the Mexico Stock Exchange.

Henry Schein has maintained a strong brand reputation, being recognized as one of the World's Most Ethical Companies by Ethisphere for 14 consecutive years, most recently in 2025. Forbes also listed Henry Schein among "America's Best Companies" and "Most Trusted Companies in America" in 2026. However, the major cyberattack reported on October 14, 2023, negatively impacted the company's reputation.

Henry Schein, Inc. has a diverse ownership structure, with approximately 85% of shares held by institutional investors. Major institutional owners include KKR & Co. Inc. (12.97%), The Vanguard Group, Inc. (10.22%), Artisan Partners Limited Partnership (5.80%), BlackRock, Inc. (5.67%), JPMorgan Chase & Co. / JP Morgan Asset Management (4.05%), American Century Investment Management Inc. (3.83%), State Street Global Advisors, Inc. (3.81%), Palestra Capital Management LLC (3.68%), FMR LLC (3.39%), and Geode Capital Management, LLC (2.40%). Individual insiders collectively own about 5% of the shares.