Henry Schein Management
Management criteria checks 2/4
We currently do not have sufficient information about the CEO.
Key information
Fred Lowery
Chief executive officer
n/a
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | less than a year |
| CEO ownership | n/a |
| Management average tenure | 4.2yrs |
| Board average tenure | 5.3yrs |
Recent management updates
Recent updates
Narrative Update • Jun 11
HSIC: Dental Demand And Cost Controls Are Expected To Support Balanced Outlook
Analysts have raised their average price target on Henry Schein to $100. They cite recent commentary around generally healthy dental markets, margin gains in Q1 driven by cost reductions, and a view that the stock has found technical support.Narrative Update • May 27
HSIC: Ongoing Buybacks And Dental Demand Are Expected To Drive Upside
Narrative Update on Henry Schein Henry Schein’s fair value estimate has been revised lower by about $3 to $87, as analysts fine tune assumptions on discount rates, long term growth and future P/E multiples following a mix of recent price target cuts and initiations across the Street. Analyst Commentary Recent research updates reflect a split view on Henry Schein, with several firms trimming price targets while one large bank lifted its target and a couple of houses initiated coverage with differing stances.Analysis Article • May 08
Henry Schein, Inc. Just Recorded A 8.1% EPS Beat: Here's What Analysts Are Forecasting Next
Henry Schein, Inc. ( NASDAQ:HSIC ) shareholders are probably feeling a little disappointed, since its shares fell 5.5...Narrative Update • Apr 26
HSIC: Improving Dental Demand And Buybacks Are Expected To Support Upside
Narrative Update on Henry Schein The updated analyst price target for Henry Schein reflects a modest upward adjustment in fair value to about $90 per share, as analysts incorporate refreshed models following recent Q4 results, new initiations, and several target raises across the Street. Analyst Commentary Recent research updates on Henry Schein show a mixed but generally constructive tone, with several firms revising models after Q4 results and initial FY26 guidance.Narrative Update • Apr 11
HSIC: Rising Dental Demand And New CEO Transition Are Expected To Support Upside
Henry Schein's updated analyst price target edges slightly lower to about $89, as analysts refine their models following recent Q4 results and revised long-term growth assumptions across the Street. Analyst Commentary Street research around Henry Schein has turned more constructive overall, with several firms updating models following the Q4 print and initial FY26 guidance.Narrative Update • Mar 28
HSIC: Rising Dental Demand And New CEO Are Expected To Support Upside
Narrative Update on Henry Schein The updated analyst price target for Henry Schein edges up to $90.00, reflecting a series of target increases across the Street as analysts factor in better than expected Q4 results, initial FY26 guidance, refreshed models, and improved visibility on growth and end market demand. Analyst Commentary Street research on Henry Schein clusters around higher price targets following Q4 results and initial FY26 guidance, with most firms updating their models and a mix of Outperform, Overweight, Neutral, Hold, and Market Perform ratings.Narrative Update • Mar 13
HSIC: Improving Dental Demand And New CEO Leadership Will Support Upside
The analyst price target for Henry Schein has been raised from $83.21 to $89.79, reflecting updated models that factor in Q4 results, initial FY26 guidance, and what analysts describe as better growth visibility and a more supportive demand backdrop. Analyst Commentary Across the Street, recent research points to a more constructive stance on Henry Schein following Q4 results and initial FY26 guidance, with several firms revising their models and resetting price targets.
New Narrative • Feb 25
Cloud Software And Specialty Products Will Reshape This Healthcare Distributor’s Future Earnings Power
Catalysts About Henry Schein Henry Schein is a global distributor of dental and medical products and services with growing software, specialty and value-added solutions for healthcare providers. What are the underlying business or industry changes driving this perspective?Narrative Update • Feb 25
HSIC: Steadier Dental Demand And CEO Transition Will Support Balanced Outlook
Analysts have nudged their fair value estimate for Henry Schein up from $78.14 to $83.21, citing higher Street price targets and commentary about steadier organic growth and improving dental demand as the main supports for the updated view. Analyst Commentary Recent Street research on Henry Schein leans constructive, with several firms lifting price targets and, in one case, upgrading the rating as sentiment around dental demand and organic growth improves.Narrative Update • Feb 10
HSIC: Revised Assumptions And CEO Transition Will Support Balanced Earnings Outlook
Analysts have increased their price target on Henry Schein by US$7, citing updated assumptions around revenue growth, margins, and future P/E levels that contribute to a revised valuation view. Analyst Commentary Recent research behind the US$7 upward move in the price target focuses on refreshed assumptions for Henry Schein’s revenue trajectory, margin profile, and future P/E levels.Narrative Update • Jan 25
HSIC: Q3 Beat And CEO Transition Will Support Range-Bound Earnings Momentum
Narrative Update: Henry Schein The analyst price target for Henry Schein has moved slightly higher by about US$0.50, as analysts point to recent price target increases and a "clean beat" in Q3 that they see as supporting a modestly higher fair value while still viewing the shares as range bound. Analyst Commentary Recent Street commentary on Henry Schein points to a mixed setup, with some bullish analysts nudging price targets higher on the back of Q3 execution and others still reluctant to see a clear path out of the stock's trading range.Narrative Update • Jan 11
HSIC: Q3 Beat And AI Partnerships Will Support Range-Bound Earnings Momentum
Analysts have raised their price target on Henry Schein to US$75 from US$71, citing a clean Q3 earnings beat that they view as supporting the recent share price strength, while also questioning how much further the stock can advance beyond its recent trading range. Analyst Commentary Bullish Takeaways Bullish analysts view the Q3 result as a clean beat, which they see as supporting the recent share price move and giving the higher US$75 target some fundamental backing.Narrative Update • Dec 19
HSIC: Q3 Beat And Buybacks Will Support Range-Bound Earnings Momentum
Analysts have modestly raised their price target on Henry Schein to approximately $75, reflecting a slightly higher fair value and future price-to-earnings multiple following a clean Q3 beat, even as they remain cautious about the stock meaningfully breaking out of its recent trading range. Analyst Commentary Street research following the Q3 report reflects a mix of cautious optimism and ongoing skepticism about Henry Schein's near term upside potential.Seeking Alpha • Dec 05
Henry Schein Can Make Your Portfolio Smile
Summary Henry Schein stands out as the largest global provider of healthcare products and services for office-based dental and medical practitioners, with a strong market share. HSIC continues to deliver solid growth, reporting Q3 revenue up 5.2% year-over-year and improved profitability across all segments, driven by internal growth and targeted programs. Management anticipates ongoing revenue and EBITDA growth, supported by demographic trends, increased healthcare access, and technological advancements like AI in dental care. Shares are attractively valued relative to peers, justifying a soft "Buy" rating for this high-quality industry leader with promising expansion catalysts. Read the full article on Seeking AlphaNarrative Update • Dec 05
HSIC: Q3 Beat And Capital Returns Will Support Measured Earnings Momentum
Analysts modestly raised their price target on Henry Schein to $75 from $71, citing a clean Q3 beat that supports recent share gains while still questioning the stock's ability to break out above its historically defined trading range. Analyst Commentary Analysts highlight that the latest quarter delivered a clean beat versus expectations, reinforcing confidence in Henry Schein's ability to execute on its operating plan despite macro and industry headwinds.Narrative Update • Nov 20
HSIC: Operational Improvements and Automation Are Expected to Support Earnings Momentum
Analysts have increased their price target for Henry Schein from $75 to $77, citing expectations for moderate improvements in revenue growth and future earnings. They also pointed to optimism driven by recent operating performance and strategic initiatives.Narrative Update • Nov 05
HSIC: Earnings Momentum From Automation And E-Commerce Will Shape Outlook
Henry Schein’s analyst price target has increased from $73.23 to $75.15 per share, reflecting analysts’ confidence in improving margins and strategic initiatives following recent earnings results. Analyst Commentary Following the company's recent performance and updated guidance, research analysts have issued new commentary highlighting both upward momentum and remaining concerns regarding Henry Schein's outlook.Analysis Article • Aug 08
Henry Schein, Inc. Just Missed EPS By 24%: Here's What Analysts Think Will Happen Next
NasdaqGS:HSIC 1 Year Share Price vs Fair Value Explore Henry Schein's Fair Values from the Community and select yours...Seeking Alpha • Mar 11
Henry Schein Looks Bullish (Technical Analysis)
Summary HSIC shows bullish price action, momentum, volume, and relative strength, making it an attractive investment with a 2.6 reward-to-risk ratio. The stock is in an uptrend, trading above its 30-week EMA, and has bullish short-term and long-term momentum as indicated by the PPO. Institutional buying supports bullish volume trends, and HSIC has been outperforming the S&P 500 since December 2024. Despite recent earnings not meeting expectations, future earnings and revenue growth, along with sector strength, indicate potential for price targets of $82.63 and $92.68. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Henry Schein: An Industry Leader That Offers Some Upside From Here
Summary Henry Schein is the world's largest provider of healthcare products and services for office-based dental and medical practitioners, showing consistent growth through acquisitions. Despite a 3% dip in shares, management's 2025 guidance indicates continued growth, justifying a bullish stance on the stock. The firm reported a 5.8% revenue increase in Q4 2024, driven by organic growth and acquisitions, with significant improvements in net income and operating cash flow. Henry Schein's market leadership and strategic acquisitions across various healthcare segments make it a solid investment, warranting a soft 'buy' rating. Read the full article on Seeking AlphaSeeking Alpha • Dec 10
Henry Schein: The Kind Of Business I Like But No Margin Of Safety Now
Summary Although the U.S. stock market is currently 6.9% overvalued, according to Morningstar's analysts as of December 6, 2024, there could be opportunities in undervalued sectors like healthcare. Henry Schein is a candidate surfaced by a screen in this sector. It has many characteristics that I like in companies: easy-to-understand business, and profitable, among many others. There are some short-term headwinds that investors must be aware of but not overly concerned about. No investment is so good that it is worth buying at any price, and that applies to Henry Schein, which is currently overvalued. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
Henry Schein: Another Day, Another Purchase
Summary Henry Schein announced the acquisition of Acentus, a small medical product supplier, to expand its homecare medical products platform despite recent underperformance in cash flow metrics. The CGM market, where Acentus operates, is expected to grow significantly, making the acquisition strategically sound, though financial benefits remain uncertain without disclosed terms. Despite revenue growth from acquisitions, Henry Schein's profitability metrics have declined, raising concerns about its ability to meet its revised 2024 revenue and profit targets. While Henry Schein shows potential for cost savings and slight undervaluation, persistent profitability issues and investor skepticism warrant only a cautious 'buy' rating, subject to future performance. Read the full article on Seeking Alpha
New Narrative • Aug 25
Critical Acquisitions And High-Growth Product Expansion Set To Transform Dental Giant
Expansion into high-growth products and strategic acquisitions aimed at increasing gross margins through improved integration and efficiency.Seeking Alpha • May 23
Henry Schein: Acquisition Strategy Isn't Pulling Its Economic Weight
Summary Henry Schein, Inc. came in with flat revenue growth in Q1 FY'24, with most expansion coming from acquisitions. The company's capital allocation strategy, focused on acquisitions, is not creating economic value for shareholders in my view. Based on my analysis, the company's performance does not justify a higher valuation. Read the full article on Seeking AlphaCEO
Fred Lowery (55 yo)
less than a year
Tenure
Mr. Frederick M. Lowery, also known as Fred, is CEO & Director of Henry Schein, Inc. from March 2, 2026. Mr. Lowery served as Executive Vice President and President of Laboratory Product & BioProduction of...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Senior VP & CFO | 4.2yrs | US$2.68m | 0.078% $ 7.1m | |
| Executive VP & COO | 3.9yrs | US$3.43m | 0.099% $ 9.0m | |
| Executive VP & Chief Strategic Officer | 14.4yrs | US$3.69m | 0.096% $ 8.8m | |
| Chief Executive Officer of Global Distribution & Technology | 4.8yrs | US$3.37m | 0.11% $ 9.7m | |
| CEO & Director | less than a year | no data | no data | |
| VP of Corporate Finance & Chief Accounting Officer | 4.2yrs | no data | no data | |
| Senior VP & CTO | 8.2yrs | no data | no data | |
| VP of Investor Relations & Strategic Finance Project Officer | no data | no data | no data | |
| Senior VP & General Counsel | no data | no data | no data | |
| Senior VP & Chief Human Resources Officer | 1.6yrs | no data | 0.016% $ 1.5m | |
| VP & Chief Data Revenue Officer | 3.8yrs | no data | no data | |
| Senior Vice President of Global Supply Chain | 8.4yrs | no data | no data |
4.2yrs
Average Tenure
61yo
Average Age
Experienced Management: HSIC's management team is considered experienced (4.2 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | less than a year | no data | no data | |
| Independent Director | 24.3yrs | US$394.60k | 0.022% $ 2.0m | |
| Chairman Emeritus | less than a year | US$12.01m | 0.56% $ 51.6m | |
| Independent Chairman | 1.1yrs | US$275.29k | 0.018% $ 1.6m | |
| Chairman of Medical Advisory Board | 19.9yrs | US$256.40k | no data | |
| Member of Medical Advisory Board | no data | US$272.40k | no data | |
| Independent Director | 10.1yrs | US$351.40k | 0.014% $ 1.2m | |
| Independent Director | 5.3yrs | US$366.20k | 0.00067% $ 61.2k | |
| Independent Director | 5.3yrs | US$330.80k | 0.0085% $ 774.0k | |
| Independent Director | 1.1yrs | US$98.93k | no data | |
| Independent Director | 8yrs | US$324.20k | 0.020% $ 1.9m | |
| Independent Director | 2.5yrs | US$317.60k | 0% $ 0 |
5.3yrs
Average Tenure
67yo
Average Age
Experienced Board: HSIC's board of directors are considered experienced (5.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/12 21:24 |
| End of Day Share Price | 2026/06/12 00:00 |
| Earnings | 2026/03/28 |
| Annual Earnings | 2025/12/27 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Henry Schein, Inc. is covered by 32 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jeffrey Johnson | Baird |
| Lawrence Marsh | Barclays |
| Glen Santangelo | Barclays |