Henry Schein, Inc. $HSIC Stake Lowered by Lyrical Asset Management LP

Lyrical Asset Management LP cut its stake in shares of Henry Schein, Inc. (NASDAQ:HSIC) by 4.8% in the 4th quarter, Holdings Channel reports. The firm owned 1,676,102 shares of the company’s stock after selling 84,130 shares during the quarter. Henry Schein comprises approximately 1.8% of Lyrical Asset Management LP’s holdings, making the stock its 26th biggest position. Lyrical Asset Management LP’s holdings in Henry Schein were worth $126,680,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Los Angeles Capital Management LLC bought a new position in Henry Schein in the 4th quarter worth approximately $37,000. Havemeyer Place LP bought a new position in Henry Schein in the 4th quarter worth approximately $642,000. 111 Capital bought a new position in Henry Schein in the 4th quarter worth approximately $201,000. Vestcor Inc grew its holdings in Henry Schein by 53.9% in the 4th quarter. Vestcor Inc now owns 11,307 shares of the company’s stock worth $855,000 after buying an additional 3,959 shares in the last quarter. Finally, Daiwa Securities Group Inc. grew its holdings in Henry Schein by 3.2% in the 4th quarter. Daiwa Securities Group Inc. now owns 7,689 shares of the company’s stock worth $581,000 after buying an additional 236 shares in the last quarter. 96.62% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, Director William K. Daniel bought 10,000 shares of the business’s stock in a transaction on Monday, May 11th. The stock was purchased at an average cost of $69.19 per share, for a total transaction of $691,900.00. Following the completion of the transaction, the director directly owned 20,000 shares of the company’s stock, valued at approximately $1,383,800. This trade represents a 100.00% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Thomas C. Popeck sold 1,355 shares of the stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $72.79, for a total value of $98,630.45. Following the sale, the chief executive officer owned 86,182 shares of the company’s stock, valued at $6,273,187.78. This trade represents a 1.55% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.89% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts recently issued reports on HSIC shares. Wall Street Zen lowered Henry Schein from a “strong-buy” rating to a “buy” rating in a report on Sunday, April 26th. Barrington Research set a $97.00 price objective on Henry Schein and gave the stock an “outperform” rating in a report on Wednesday, February 25th. Mizuho decreased their price objective on Henry Schein from $88.00 to $82.00 and set a “neutral” rating for the company in a report on Wednesday, May 6th. Robert W. Baird set a $97.00 price objective on Henry Schein in a report on Wednesday, May 6th. Finally, Leerink Partners reissued a “market perform” rating on shares of Henry Schein in a report on Monday, March 9th. Six analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $86.83.

Henry Schein Stock Performance

HSIC opened at $77.45 on Monday. The company has a market capitalization of $8.82 billion, a price-to-earnings ratio of 23.40, a price-to-earnings-growth ratio of 1.49 and a beta of 0.82. The company has a debt-to-equity ratio of 0.59, a current ratio of 1.36 and a quick ratio of 0.75. Henry Schein, Inc. has a 1-year low of $61.94 and a 1-year high of $89.29. The business has a 50 day moving average price of $74.70 and a two-hundred day moving average price of $75.96.

Henry Schein (NASDAQ:HSIC) last released its earnings results on Tuesday, May 5th. The company reported $1.32 earnings per share for the quarter, topping analysts’ consensus estimates of $1.20 by $0.12. The firm had revenue of $3.37 billion during the quarter, compared to the consensus estimate of $3.34 billion. Henry Schein had a return on equity of 15.44% and a net margin of 2.95%.The firm’s revenue for the quarter was up 6.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.15 earnings per share. Henry Schein has set its FY 2026 guidance at 5.230-5.370 EPS. Research analysts predict that Henry Schein, Inc. will post 5.32 EPS for the current fiscal year.

About Henry Schein

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.