Henry Schein (HSIC)
Distributes clinical supplies and equipment alongside specialty products and practice software.
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Distributes dental and medical supplies, equipment and practice services while selling specialty clinical products and practice software. Revenue comes from product sales, equipment and service arrangements, and software licenses, subscriptions and related services; distribution and value-added services are the core business.
Supplies dental and medical practices, laboratories, alternate-care sites, and home-health providers with branded and corporate-brand merchandise, equipment, installation and repair. Its Global Distribution and Value-Added Services operation also provides financial, education, consulting and practice-transition support through field sales, telesales, e-commerce and direct marketing.
Manufactures and markets dental implants and biomaterials, endodontic and orthodontic products, and extremity orthopedics through businesses including BioHorizons, Camlog, EdgeEndo, FKG, Smilers, S.I.N. and TriMed. Practice-management, revenue-cycle and patient-engagement offerings span Dentrix, Dentrix Ascend and other systems. Medical distribution is predominantly U.S.-oriented, while dental, specialty and technology operations extend internationally. Operations depend on distribution systems, regulated products, third-party suppliers, protected health data and a Henry Schein One partnership with Internet Brands.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 19, 2026 | BTIG | Reiterate | Rating: —Target: $100 | Target: $110 |
| Aug 6, 2026 | Barclays | Reiterate | Rating: —Target: $86 | Target: $100 |
| Aug 5, 2026 | Barrington | Target | Target: $97 | Target: $104 |
| Aug 5, 2026 | UBS | Reiterate | Rating: —Target: $89 | Target: $94 |
| Aug 5, 2026 | Stifel Nicolaus | Target | Target: $70 | Target: $95 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $157.0M · Total debt $3.81B · Total assets $11.38B · Shareholders' equity $3.16B
- Revenue
- $3.46B
- Operating income
- $200.0M
- Net income
- $94.0M
No dividends on record.
| Institutions | 111.19% | 123.92M shares | |
|---|---|---|---|
| 575 holders · as of Jun 30, 2026 | |||
| Insiders | 1.67% | 1.86M shares | |
| 25 holders · as of Sep 9, 2026 | |||
| Adds to | 112.86% | ||
111.45M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 112.86%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Kohlberg Kravis Roberts & Co. L.P.Institution | 14.04% | 15.65M | as of Jun 30, 2026 |
FMR LLCInstitution | 6.78% | 7.55M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.30% | 7.02M | as of Jun 30, 2026 |
Artisan Partners Limited PartnershipInstitution | 5.80% | 6.47M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 5.69% | 6.35M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 11, 2026 | William K. Daniel | director | +10,000 | $69.19 |
| Mar 19, 2026 | Thomas C. Popeck | officer: CEO, Henry Schein Products | −1,355 | $72.79 |
| Mar 10, 2026 | Kurt P. Kuehn | director | −2,844 | $78.96 |
| Mar 5, 2026 | Philip A. Laskawy | director | −2,844 | $80.36 |
| Mar 4, 2026 | Mark E. Mlotek | officer: EVP, Chief Strategic Officer | −5,925 | $80.80 |
- McKesson
U.S. medical distribution contests office, ASC and home-care supply spend.
- Dentsply Sirona
Broad dental products overlap in supplies, equipment, specialty and digital.
- Envista
Implants, imaging and orthodontics compete for the same dental practices.
- Weave Communications
Patient engagement, payments and communications overlap in dental SaaS.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Henry Schein | $87.11 | +2.24% | $9.71B | 24.8 | 15.4 | 0.7 | +6.7% |
| McKesson | $893.70 | +0.82% | $103.79B | 23.7 | 19.3 | 0.3 | +7.7% |
| Dentsply Sirona | $9.87 | +4.56% | $1.89B | — | 6.7 | 0.5 | −4.1% |
| Envista | $24.30 | +3.71% | $3.81B | 40.4 | 15.4 | 1.3 | +7.1% |
| Weave Communications | $7.35 | +0.34% | $582.4M | — | 37.7 | 2.3 | +15.5% |
| Median | 32.1 | 17.4 | 0.9 | +7.4% |