Robert W. Baird Upgrades Henry Schein (NASDAQ:HSIC) to “Outperform”

Henry Schein (NASDAQ:HSIC) was upgraded by equities research analysts at Robert W. Baird from a “neutral” rating to an “outperform” rating in a report issued on Monday, MarketBeat Ratings reports. The firm presently has a $100.00 target price on the stock, up from their previous target price of $78.00. Robert W. Baird’s price objective indicates a potential upside of 19.98% from the stock’s previous close.

Several other equities research analysts have also recently weighed in on the stock. Evercore increased their price target on shares of Henry Schein from $83.00 to $90.00 and gave the company an “outperform” rating in a research report on Wednesday, November 5th. JPMorgan Chase & Co. upped their price objective on shares of Henry Schein from $76.00 to $78.00 and gave the company an “overweight” rating in a research note on Wednesday, November 5th. Morgan Stanley raised their target price on Henry Schein from $55.00 to $58.00 and gave the stock an “underweight” rating in a research note on Wednesday, November 5th. Barrington Research set a $79.00 price target on Henry Schein and gave the company an “outperform” rating in a report on Wednesday, November 5th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Henry Schein in a research report on Monday, December 29th. Six analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $79.75.

Henry Schein Trading Up 3.5%

NASDAQ HSIC opened at $83.35 on Monday. The firm has a market cap of $9.81 billion, a PE ratio of 26.38, a price-to-earnings-growth ratio of 2.40 and a beta of 0.88. Henry Schein has a 1-year low of $60.56 and a 1-year high of $89.29. The stock has a 50-day moving average of $77.56 and a 200-day moving average of $71.90. The company has a current ratio of 1.40, a quick ratio of 0.79 and a debt-to-equity ratio of 0.54.

Henry Schein (NASDAQ:HSIC) last posted its quarterly earnings results on Tuesday, February 24th. The company reported $1.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.30 by $0.04. The business had revenue of $3.44 billion for the quarter, compared to analyst estimates of $3.34 billion. Henry Schein had a return on equity of 14.76% and a net margin of 3.02%.Henry Schein’s revenue for the quarter was up 7.7% compared to the same quarter last year. During the same period last year, the company earned $1.19 EPS. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS. As a group, sell-side analysts forecast that Henry Schein will post 4.74 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. MAI Capital Management raised its position 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 worth $137,000 after acquiring an additional 144 shares in the last quarter. CW Advisors LLC grew its stake in Henry Schein by 2.8% in the second quarter. CW Advisors LLC now owns 5,913 shares of the company’s stock worth $432,000 after purchasing an additional 163 shares during the period. Truist Financial Corp raised its holdings in Henry Schein by 3.3% in the third quarter. Truist Financial Corp now owns 5,540 shares of the company’s stock worth $368,000 after purchasing an additional 175 shares in the last quarter. Simon Quick Advisors LLC lifted its position in Henry Schein by 5.5% during the second quarter. Simon Quick Advisors LLC now owns 3,466 shares of the company’s stock valued at $253,000 after buying an additional 182 shares during the period. Finally, Claret Asset Management Corp lifted its position in Henry Schein by 6.3% during the second quarter. Claret Asset Management Corp now owns 3,173 shares of the company’s stock valued at $232,000 after buying an additional 187 shares during the period. Hedge funds and other institutional investors own 96.62% of the company’s stock.

Henry Schein News Roundup

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

• Positive Sentiment: Q4 results beat consensus — EPS $1.34 vs. $1.30 estimate and revenue $3.44B vs. $3.34B, with revenue up ~7.7% year‑over‑year, validating the quarter’s top‑line strength. Henry Schein beats estimates on earnings and revenue
• Positive Sentiment: Management highlighted record sales growth and stabilizing demand for dental and medical equipment, supporting the revenue beat and near‑term recovery narrative. Henry Schein Inc (HSIC) Q4 2025 Earnings Call Highlights: Record Sales Growth and Strategic …
• Positive Sentiment: FY‑2026 guidance set to $5.230–$5.370 EPS and revenue $13.6B–$13.8B — roughly in line with consensus EPS and slightly above revenue expectations, giving reassurance on forward visibility. Press Release / Slide Deck (Q4 FY2025)
• Positive Sentiment: Analyst sentiment turned firmer — Robert W. Baird upgraded HSIC to “outperform” with a $100 PT and Leerink raised its target to $87, adding buy‑side traction and supporting the stock’s move higher. Henry Schein Stock Hits 52-Week High – Here’s Why
• Neutral Sentiment: Shares reached a 52‑week high and traded with elevated volume after the print and upgrades, reflecting the market’s positive reception. Henry Schein Stock Hits 52-Week High – Here’s Why
• Neutral Sentiment: Full earnings call transcript and analyst summaries are available for deeper read—useful for investors who want granular color on product mix, geographic trends, and capital allocation. Henry Schein, Inc. (HSIC) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Margin pressure tempered the beat — several reports and the call noted contraction in margins (declines in profitability metrics), which could cap near‑term upside until cost trends improve. HSIC Q4 Earnings & Revenues Beat Estimates, Margins Down
• Negative Sentiment: Some commentary flagged ongoing cost and margin headwinds despite sales growth — an important watch item that could pressure margins and forward EPS if not resolved. Henry Schein Balances Strong Growth With Margin Pressure

Henry Schein Company 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.