Henry Schein, Inc. (HSIC) is a prominent global provider of healthcare products and services, focusing primarily on dental and medical practitioners. With a market cap of $8.4 billion, this New York-based company operates through an extensive distribution network, offering a wide range of supplies, equipment, pharmaceuticals, and value-added solutions such as practice management software, consulting, and digital dentistry technologies.
Despite recent underperformance compared to the broader market, HSIC stock has shown resilience. Over the past 52 weeks, HSIC stock has surged 7.4%, while the S&P 500 Index has gained 13.2%. Year-to-date, HSIC shares have climbed 3.2%, trailing behind the SPX’s 14.5% rise. However, when compared to the Health Care Select Sector SPDR Fund’s 5.1% drop over the same period, Henry Schein stock has outperformed.
On November 4, HSIC shares saw a notable increase of 10.8% following the release of the company’s third-quarter earnings report, which exceeded market expectations. The company reported revenue of $3.34 billion, a 5.2% increase year-over-year, with solid segment performance across dental merchandise, dental equipment, medical distribution, and technology solutions.
Non-GAAP EPS rose by 13.1% to $1.38, and adjusted EBITDA reached $295 million, up from $268 million in the previous year. Management raised its full-year 2025 non-GAAP EPS outlook to $4.88–$4.96 and anticipates sales growth of 3–4%, reflecting increased confidence in execution.
Analysts project that HSIC’s adjusted EPS for the fiscal year ending in December 2025 will grow by 3.6% year-over-year to $4.91. The company’s earnings track record has been mixed, beating or meeting consensus estimates in three of the last four quarters.
Among the 15 analysts covering the stock, the consensus rating is a “Moderate Buy,” with five “Strong Buy” ratings, nine “Holds,” and one “Strong Sell.” This is an improvement from three months ago when there were four “Strong Buy” ratings.
Leerink Partners analyst Michael Cherny recently reaffirmed his “Hold” rating on Henry Schein and maintained a $71 price target on October 14. This indicates a cautious outlook on the stock moving forward.
Overall, Henry Schein continues to be a key player in the healthcare products and services sector, with a strong presence in the market and a focus on delivering value-added solutions to its customers.
