Sprucegrove Investment Management Ltd. Has $7.50 Million Holdings in Henry Schein, Inc. $HSIC

Sprucegrove Investment Management Ltd. cut its holdings in Henry Schein, Inc. (NASDAQ:HSIC) by 64.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 99,217 shares of the company’s stock after selling 179,273 shares during the period. Henry Schein makes up approximately 0.9% of Sprucegrove Investment Management Ltd.’s portfolio, making the stock its 9th biggest position. Sprucegrove Investment Management Ltd.’s holdings in Henry Schein were worth $7,499,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. MAI Capital Management grew its stake in shares of Henry Schein by 7.5% in the 3rd quarter. MAI Capital Management now owns 2,061 shares of the company’s stock valued at $137,000 after buying an additional 144 shares during the period. Truist Financial Corp increased its stake in Henry Schein by 3.3% during the 3rd quarter. Truist Financial Corp now owns 5,540 shares of the company’s stock valued at $368,000 after purchasing an additional 175 shares in the last quarter. HB Wealth Management LLC increased its stake in Henry Schein by 1.3% during the 4th quarter. HB Wealth Management LLC now owns 15,034 shares of the company’s stock valued at $1,136,000 after purchasing an additional 191 shares in the last quarter. Czech National Bank raised its holdings in Henry Schein by 0.8% during the fourth quarter. Czech National Bank now owns 26,386 shares of the company’s stock worth $1,994,000 after buying an additional 206 shares during the last quarter. Finally, Jain Global LLC lifted its stake in shares of Henry Schein by 2.0% in the third quarter. Jain Global LLC now owns 10,662 shares of the company’s stock valued at $708,000 after buying an additional 207 shares in the last quarter. Institutional investors own 96.62% of the company’s stock.

Trending Headlines about Henry Schein

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

• Positive Sentiment: Q1 beat — Henry Schein reported $1.32 EPS vs. ~$1.20 expected and revenue of $3.37B vs. ~$3.34B, with revenue up ~6.3% YoY; these results show stronger-than-expected operational performance. Business Wire: Henry Schein Reports First Quarter 2026 Financial Results
• Positive Sentiment: Dental strength and margin expansion — management cited strong demand in the dental segment, rising gross margins and market-share gains as drivers of the beat, supporting growth and profitability outlook. Reuters: Henry Schein reaffirms annual profit forecast, beats Q1 estimates on dental strength
• Neutral Sentiment: FY 2026 guidance reiterated but slightly cautious — management reaffirmed EPS guidance of $5.230–$5.370 (consensus ~5.31) and revenue guidance $13.6–13.8B (vs. ~13.7B consensus). The guidance keeps the outlook intact but leaves little upside vs. expectations. Reuters: Henry Schein reaffirms annual profit forecast, beats Q1 estimates on dental strength
• Neutral Sentiment: More detail available — the earnings call transcript and slide deck provide color on margin drivers, segment trends and value-creation initiatives for investors doing deeper analysis. Seeking Alpha: HSIC Q1 2026 Earnings Call Transcript
• Negative Sentiment: Mixed market reaction — some reports note the stock drifted/edged down after the release despite the beat, suggesting investors were tempering enthusiasm because guidance didn’t clearly exceed expectations or because valuation left limited upside. Investing.com: Henry Schein beats estimates but stock edges down
• Negative Sentiment: Relative underperformance vs. peers noted — intraday comparisons showed HSIC lagging some competitors, which could amplify short-term selling if sector peers report stronger beats or guidance. MarketWatch: Henry Schein Inc. stock underperforms Monday when compared to competitors

Henry Schein Trading Up 3.3%

Shares of HSIC stock opened at $74.37 on Wednesday. Henry Schein, Inc. has a 52-week low of $61.94 and a 52-week high of $89.29. The business’s fifty day moving average is $76.48 and its 200 day moving average is $74.92. The company has a debt-to-equity ratio of 0.59, a quick ratio of 0.76 and a current ratio of 1.38. The company has a market capitalization of $8.53 billion, a PE ratio of 22.74, a price-to-earnings-growth ratio of 2.13 and a beta of 0.82.

Henry Schein (NASDAQ:HSIC) last issued its earnings results on Tuesday, May 5th. The company reported $1.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.20 by $0.12. Henry Schein had a return on equity of 15.16% and a net margin of 3.02%.The business had revenue of $3.37 billion during the quarter, compared to analyst estimates of $3.34 billion. During the same quarter in the prior year, the firm earned $1.15 earnings per share. Henry Schein’s revenue for the quarter was up 6.3% on a year-over-year basis. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS. On average, equities research analysts anticipate that Henry Schein, Inc. will post 5.3 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Thomas C. Popeck sold 1,355 shares of the firm’s stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $72.79, for a total value of $98,630.45. Following the sale, the chief executive officer directly owned 86,182 shares of the company’s stock, valued at $6,273,187.78. This trade represents a 1.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Kurt P. Kuehn sold 2,844 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $78.96, for a total value of $224,562.24. Following the transaction, the director directly owned 15,420 shares in the company, valued at $1,217,563.20. This trade represents a 15.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 105,911 shares of company stock worth $8,574,982. 0.89% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

HSIC has been the topic of several analyst reports. Wells Fargo & Company lifted their target price on Henry Schein from $76.00 to $87.00 and gave the company an “equal weight” rating in a research report on Wednesday, February 25th. Wall Street Zen cut shares of Henry Schein from a “strong-buy” rating to a “buy” rating in a research report on Sunday, April 26th. UBS Group boosted their target price on Henry Schein from $79.00 to $87.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. Leerink Partners reaffirmed a “market perform” rating on shares of Henry Schein in a research report on Monday, March 9th. Finally, Morgan Stanley reiterated an “underweight” rating and set a $64.00 price target (up from $61.00) on shares of Henry Schein in a report on Friday, April 24th. Six research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Henry Schein has an average rating of “Hold” and an average target price of $87.75.

Henry Schein Profile

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.