HENRY SCHEIN INC
HSIC · Wholesale-Medical, Dental & Hospital Equipment & Supplies · 113.9M shares · -3%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $211M (gross $250M, SBC $39M)
Reference price $69.19 · est. market cap ~$7.9B — last insider purchase, 2026-05-11 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B71Henry Schein — leading dental/medical distributor with steady returns.
Strengths
- ROE 12.3% (69th pct), ROA (79th), interest coverage 4.4x (75th)
- Recurring consumables demand; scale
Risks
- Thin distribution margins (gross 19th pct)
- Dental-market and cyber-recovery sensitivity
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $156M cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$691,900, last 6mo) Form 4 ↗
- Buying back stockNet buyback — share count -3%/yr over 4y
- Insider sellingInsider selling — 10 open-market sale(s) by 5 insider(s) (cluster of 5 insiders, ~$9M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
31.1%
Operating margin
5.0%
Net margin
3.0%
Return on equity
12.3%
Return on assets
3.5%
Revenue growth (QoQ)
-2.0%
Net-income growth
2.1%
Interest coverage
4.4×
Current ratio
1.4×
EBITDA
$964M
Tangible book value
-$2.0B
Cash & investments
$156M
Stock comp / revenue
0.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-12 | DANIEL WILLIAM K | Grant | 2.2K | — |
| 2026-05-26 | BERGMAN STANLEY M | Gift | 50 | — |
| 2026-05-21 | BERGMAN STANLEY M | Gift | 50 | — |
| 2026-05-19 | BERGMAN STANLEY M | Gift | 1.0K | — |
| 2026-05-11 | DANIEL WILLIAM K | Buy | 10K | $69.19 |
| 2026-03-19 | Popeck Thomas C | Sell | 1.4K | $72.79 |
| 2026-03-17 | Ettinger Michael S | Gift | 1.0K | — |
| 2026-03-16 | Ettinger Michael S | Tax withheld | 4.2K | $74.61 |
| 2026-03-16 | MLOTEK MARK E | Tax withheld | 5.9K | $74.61 |
| 2026-03-16 | BERGMAN STANLEY M | Gift | 400 | — |
| 2026-03-16 | BERGMAN STANLEY M | Tax withheld | 50 | $74.61 |
| 2026-03-16 | Ettinger Michael S | Gift | 1.3K | — |
| 2026-03-16 | Popeck Thomas C | Tax withheld | 587 | $74.61 |
| 2026-03-16 | Sheehy Christine Zayac | Tax withheld | 463 | $74.61 |
| 2026-03-16 | South Ronald N. | Tax withheld | 5.2K | $74.61 |
| 2026-03-16 | Albertini Andrea | Tax withheld | 1.4K | $74.61 |
| 2026-03-12 | BERGMAN STANLEY M | Gift | 970 | — |
| 2026-03-10 | KUEHN KURT P | Sell | 2.8K | $78.96 |
| 2026-03-06 | SHEARES BRADLEY T | Grant | 2.6K | — |
| 2026-03-06 | LASKAWY PHILIP A | Grant | 2.6K | — |
| 2026-03-06 | BERGMAN STANLEY M | Other | 3.8K | — |
| 2026-03-06 | BERGMAN STANLEY M | Grant | 2.6K | — |
| 2026-03-06 | Serota Scott Philip | Grant | 2.6K | — |
| 2026-03-06 | Sheehy Christine Zayac | Grant | 7.1K | — |
| 2026-03-06 | Popeck Thomas C | Grant | 53K | — |
| 2026-03-06 | Albertini Andrea | Grant | 61K | — |
| 2026-03-06 | South Ronald N. | Grant | 20K | — |
| 2026-03-06 | Lowery Frederick M. | Grant | 64K | — |
| 2026-03-06 | Ettinger Michael S | Grant | 27K | — |
| 2026-03-06 | MLOTEK MARK E | Gift | 300 | — |
| 2026-03-06 | MLOTEK MARK E | Grant | 27K | — |
| 2026-03-06 | Faig Carole T | Grant | 2.6K | — |
| 2026-03-06 | Margulies Anne H. | Grant | 2.6K | — |
| 2026-03-06 | ALI MOHAMAD | Grant | 2.6K | — |
| 2026-03-06 | Tuckson Reed Vaughn | Grant | 2.6K | — |
| 2026-03-06 | HOMBACH ROBERT J. | Grant | 2.6K | — |
| 2026-03-06 | KUEHN KURT P | Grant | 2.6K | — |
| 2026-03-06 | DERBY DEBORAH | Grant | 2.6K | — |
| 2026-03-06 | HERRING JOSEPH L | Grant | 2.6K | — |
| 2026-03-06 | DANIEL WILLIAM K | Grant | 2.6K | — |
| 2026-03-06 | MLOTEK MARK E | Gift | 300 | — |
| 2026-03-05 | LASKAWY PHILIP A | Sell | 2.8K | $80.36 |
| 2026-03-05 | MLOTEK MARK E | Gift | 1.2K | — |
| 2026-03-04 | MLOTEK MARK E | Sell | 1.8K | $80.81 |
| 2026-03-04 | MLOTEK MARK E | Sell | 4.1K | $80.80 |
| 2026-03-02 | Lowery Frederick M. | Grant | 31K | — |
| 2026-03-02 | BERGMAN STANLEY M | Sell | 24K | $81.31 |
| 2026-03-02 | BERGMAN STANLEY M | Sell | 20K | $81.31 |
| 2026-02-27 | Popeck Thomas C | Tax withheld | 137 | $82.39 |
| 2026-02-27 | Albertini Andrea | Disposition | 4.0K | — |
| 2026-02-27 | Albertini Andrea | Tax withheld | 440 | $82.39 |
| 2026-02-27 | South Ronald N. | Disposition | 6.8K | — |
| 2026-02-27 | South Ronald N. | Tax withheld | 709 | $82.39 |
| 2026-02-27 | Ettinger Michael S | Disposition | 9.0K | — |
| 2026-02-27 | Ettinger Michael S | Tax withheld | 914 | $82.39 |
| 2026-02-27 | MLOTEK MARK E | Disposition | 9.4K | — |
| 2026-02-27 | MLOTEK MARK E | Tax withheld | 1.1K | $82.39 |
| 2026-02-27 | BERGMAN STANLEY M | Disposition | 49K | — |
| 2026-02-27 | BERGMAN STANLEY M | Tax withheld | 7.3K | $82.39 |
| 2026-02-27 | Sheehy Christine Zayac | Disposition | 780 | — |
| 2026-02-27 | Sheehy Christine Zayac | Tax withheld | 88 | $82.39 |
| 2026-02-27 | Popeck Thomas C | Disposition | 1.2K | — |
| 2026-02-27 | BERGMAN STANLEY M | Sell | 11K | $81.20 |
| 2026-02-26 | BERGMAN STANLEY M | Sell | 7.2K | $81.51 |
| 2026-02-26 | BERGMAN STANLEY M | Sell | 31K | $80.90 |
| 2025-12-10 | Albertini Andrea | Tax withheld | 2.0K | $75.88 |
| 2025-11-25 | BERGMAN STANLEY M | Gift | 500 | — |
| 2025-11-24 | BERGMAN STANLEY M | Gift | 140 | — |
| 2025-11-19 | Ettinger Michael S | Gift | 71 | — |
| 2025-11-13 | BERGMAN STANLEY M | Gift | 1.0K | — |
| 2025-09-10 | BERGMAN STANLEY M | Gift | 550 | — |
| 2025-08-13 | BERGMAN STANLEY M | Gift | 1.6K | — |
| 2025-08-07 | DANIEL WILLIAM K | Buy | 10K | $67.08 |
| 2025-06-13 | BERGMAN STANLEY M | Gift | 145 | — |
| 2025-06-13 | DANIEL WILLIAM K | Grant | 2.8K | — |
| 2025-06-11 | Tuckson Reed Vaughn | Tax withheld | 487 | $71.14 |
| 2025-06-09 | BERGMAN STANLEY M | Gift | 75 | — |
| 2025-05-30 | Ettinger Michael S | Gift | 2.0K | — |
| 2025-05-21 | Raphael Carol | Tax withheld | 625 | $72.08 |
| 2025-05-16 | BERGMAN STANLEY M | Gift | 630 | — |
| 2025-05-09 | BERGMAN STANLEY M | Gift | 1.1K | — |
| 2025-03-19 | Ettinger Michael S | Gift | 105 | — |
| 2025-03-19 | LASKAWY PHILIP A | Sell | 2.6K | $71.04 |
| 2025-03-19 | Connett Bradford C | Sell | 4.0K | $71.15 |
| 2025-03-18 | Ettinger Michael S | Gift | 350 | — |
| 2025-03-14 | South Ronald N. | Disposition | 7.0K | — |
| 2025-03-14 | Siegel Walter | Disposition | 4.0K | — |
| 2025-03-14 | Popeck Thomas C | Disposition | 535 | — |
| 2025-03-14 | MLOTEK MARK E | Disposition | 6.4K | — |
| 2025-03-14 | Ettinger Michael S | Disposition | 5.4K | — |
| 2025-03-14 | Connett Bradford C | Disposition | 3.5K | — |
| 2025-03-14 | BRESLAWSKI JAMES P | Disposition | 6.3K | — |
| 2025-03-14 | BERGMAN STANLEY M | Disposition | 28K | — |
| 2025-03-14 | Albertini Andrea | Disposition | 2.1K | — |
| 2025-03-12 | MLOTEK MARK E | Gift | 340 | — |
| 2025-03-12 | BERGMAN STANLEY M | Gift | 950 | — |
| 2025-03-10 | Siegel Walter | Grant | 9.6K | — |
| 2025-03-10 | MLOTEK MARK E | Grant | 27K | — |
| 2025-03-10 | Ettinger Michael S | Grant | 27K | — |
| 2025-03-10 | BRESLAWSKI JAMES P | Grant | 3.3K | — |
| 2025-03-10 | BERGMAN STANLEY M | Grant | 103K | — |
| 2025-03-10 | South Ronald N. | Grant | 20K | — |
| 2025-03-10 | Popeck Thomas C | Grant | 14K | — |
| 2025-03-10 | Albertini Andrea | Grant | 21K | — |
| 2025-03-07 | MLOTEK MARK E | Gift | 710 | — |
| 2025-03-05 | Margulies Anne H. | Tax withheld | 653 | $71.46 |
| 2025-03-05 | KUEHN KURT P | Sell | 2.8K | $71.55 |
| 2025-03-04 | SHEARES BRADLEY T | Grant | 2.8K | — |
| 2025-03-04 | Serota Scott Philip | Tax withheld | 572 | $70.31 |
| 2025-03-04 | Serota Scott Philip | Grant | 2.8K | — |
| 2025-03-04 | Raphael Carol | Tax withheld | 572 | $70.31 |
| 2025-03-04 | Raphael Carol | Grant | 2.8K | — |
| 2025-03-04 | Margulies Anne H. | Tax withheld | 572 | $70.31 |
| 2025-03-04 | Margulies Anne H. | Grant | 2.8K | — |
| 2025-03-04 | LASKAWY PHILIP A | Grant | 2.8K | — |
| 2025-03-04 | KUEHN KURT P | Tax withheld | 572 | $70.31 |
| 2025-03-04 | KUEHN KURT P | Grant | 2.8K | — |
| 2025-03-04 | HOMBACH ROBERT J. | Grant | 2.8K | — |
| 2025-03-04 | HERRING JOSEPH L | Grant | 2.8K | — |
| 2025-03-04 | Faig Carole T | Grant | 2.8K | — |
| 2025-03-04 | DERBY DEBORAH | Grant | 2.8K | — |
| 2025-03-04 | ALI MOHAMAD | Tax withheld | 572 | $70.31 |
| 2025-03-04 | Tuckson Reed Vaughn | Tax withheld | 572 | $70.31 |
| 2025-03-04 | ALI MOHAMAD | Grant | 2.8K | — |
| 2025-03-04 | Tuckson Reed Vaughn | Grant | 2.8K | — |
| 2025-03-04 | SHEARES BRADLEY T | Tax withheld | 572 | $70.31 |
| 2025-03-03 | BERGMAN STANLEY M | Tax withheld | 18K | $70.81 |
| 2025-03-03 | South Ronald N. | Tax withheld | 1.5K | $70.81 |
| 2025-03-03 | Siegel Walter | Tax withheld | 1.9K | $70.81 |
| 2025-03-03 | Popeck Thomas C | Tax withheld | 1.1K | $70.81 |
| 2025-03-03 | MLOTEK MARK E | Tax withheld | 6.1K | $70.81 |
| 2025-03-03 | Margulies Anne H. | Tax withheld | 613 | $70.81 |
| 2025-03-03 | Ettinger Michael S | Tax withheld | 4.7K | $70.81 |
| 2025-03-03 | Connett Bradford C | Tax withheld | 2.9K | $70.81 |
| 2025-03-03 | BRESLAWSKI JAMES P | Tax withheld | 6.3K | $70.81 |
| 2025-03-03 | Albertini Andrea | Tax withheld | 1.1K | $70.81 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-22 | Shareholder voteReg FDExhibits | filing ↗ |
| 2026-05-05 | ResultsExhibits | filing ↗ |
| 2026-02-24 | ResultsExhibits | filing ↗ |
| 2026-01-12 | Exec/director change5.03Exhibits | filing ↗ |
| 2025-12-23 | Exec/director changeExhibits | filing ↗ |
| 2025-12-23 | Material agreementDebt obligationExhibits | filing ↗ |
| 2025-12-09 | Material agreement | filing ↗ |
| 2025-11-04 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-22 | 2026-05-21 | 0001193125-26-235496 ↗ |
| 10-Q | 2026-05-05 | 2026-03-28 | 0001000228-26-000024 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001000228-26-000021 ↗ |
| 10-K | 2026-02-24 | 2025-12-27 | 0001000228-26-000013 ↗ |
| 8-K | 2026-02-24 | 2026-02-24 | 0001000228-26-000010 ↗ |
| 8-K | 2026-01-12 | 2026-01-09 | 0001193125-26-009725 ↗ |
| 8-K | 2025-12-23 | 2025-12-23 | 0001193125-25-330853 ↗ |
| 8-K | 2025-12-23 | 2025-12-19 | 0001193125-25-329486 ↗ |
| 8-K | 2025-12-09 | 2025-12-07 | 0001193125-25-311953 ↗ |
| 10-Q | 2025-11-04 | 2025-09-27 | 0001000228-25-000066 ↗ |
| 8-K | 2025-11-04 | 2025-11-04 | 0001000228-25-000063 ↗ |
| 8-K | 2025-09-09 | 2025-09-05 | 0001193125-25-199164 ↗ |