Henry ScheinHSIC
About: Henry Schein Inc is a solutions company for healthcare professionals powered by a network of people and technology. The company is a provider of healthcare products and services primarily to office-based dental and medical practitioners, as well as alternate sites of care. The company operates in two reportable segments; health care distribution and technology & value-added services. The healthcare distribution segment is engaged in combining global dental and medical businesses and distributes consumable products, small equipment, laboratory products, and Vitamins. The technology and value-added services reportable segment provides software, technology & other value-added services to health care practitioners. The majority of revenue is derived from the health care distribution segment.
Employees: 25,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
831% more call options, than puts
Call options by funds: $35.1M | Put options by funds: $3.77M
30% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 53
3% more funds holding
Funds holding: 532 [Q1] → 548 (+16) [Q2]
0.51% less ownership
Funds ownership: 98.92% [Q1] → 98.4% (-0.51%) [Q2]
11% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 206
16% less capital invested
Capital invested by funds: $9.59B [Q1] → $8.08B (-$1.52B) [Q2]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Evercore ISI Group Ross Muken 20% 1-year accuracy 1 / 5 met price target | 3%upside $74 | In-Line Maintained | 8 Oct 2024 |
Barrington Research Michael Petusky 48% 1-year accuracy 29 / 60 met price target | 14%upside $82 | Outperform Maintained | 20 Sept 2024 |
JP Morgan Rachel Vatnsdal 64% 1-year accuracy 14 / 22 met price target | 12%upside $80 | Overweight Maintained | 12 Aug 2024 |
UBS Kevin Caliendo 42% 1-year accuracy 5 / 12 met price target | 0%upside $72 | Neutral Maintained | 7 Aug 2024 |
Baird Jeff Johnson 67% 1-year accuracy 8 / 12 met price target | 14%upside $82 | Outperform Maintained | 7 Aug 2024 |
Financial journalist opinion
Based on 10 articles about HSIC published over the past 30 days