HENRY SCHEIN, INC.
At today's price, HENRY SCHEIN, INC. (HSIC) is priced for +5.1% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Henry Schein is the dominant distributor of dental and medical supplies, but the more interesting shift is its move up the value chain into its own higher-margin Global Specialty Products and Technology lines, which the company says earn ⟦"substantially higher gross margin"⟧ than the distribution business. • The clearest risk is execution under pressure: the company is running a $75 million to $100 million restructuring while activist investor Ananym pushes a proxy fight and a possible sale of
Is HSIC overvalued? See what's priced in →
539 institutional managers reported holding HSIC in 13F filings for the quarter ended 2026-03-31. 58 opened new positions that quarter. Held by KKR, Vanguard Group, BlackRock, among others. On the short side, 7.7M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (5.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
HSIC has cut its share count 18.1% over the past five years, spending $2.29B on repurchases. It pays no dividend. Cash returned over the past three years: $1.46B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at HSIC over the trailing three years: 2025: 1 buy totaling $671k. 26 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
HSIC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-08 | -2.8% | -2.3% |
| 2023-11-29 | +1.7% | +12.3% |
| 2024-02-29 | -5.1% | -10.3% |
| 2024-05-08 | +6.2% | -11.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
HSIC's latest 8-K filings: 2026-05-22 (items 5.07, 7.01, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-02-24 (items 2.02, 9.01); 2026-01-12 (items 5.02, 5.03, 9.01); 2025-12-23 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.