Key Stats for Henry Schein Stock
- Earnings Reaction: +0.56%
- Current Price: $79.57
- Valuation Model Target: $109.94
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What Happened?
Henry Schein (HSIC) shares moved 0.56% higher on November 4, 2025, following its third-quarter earnings report, closing at $79.57.
The distributor of medical and dental supplies reported revenue of $3.34 billion, exceeding the consensus estimate of $3.28 billion.
Adjusted EPS was $1.38, coming in above the $1.28 analyst projection.
Following these third-quarter results, management provided a strategic update at the J.P. Morgan Healthcare Conference on January 13, 2026.
The company named Fred Lowery as its new CEO, effective March 2, 2026.
Lowery joins from Thermo Fisher and will oversee a newly announced value creation plan.
Management stated this initiative targets over $200 million in operating profit improvements.
The plan involves optimizing pricing strategies and consolidating back-office functions across the company’s historical acquisitions.
Simultaneously, Henry Schein is focusing its growth efforts on digital dentistry and cloud-based practice management software integration.
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Is Henry Schein Undervalued Today?
The TIKR Model projects a target price of $109.94, representing a 38.2% upside from current levels.
During the conference presentation, current CEO Stanley Bergman quantified the profitability initiatives.
Bergman stated verbatim: “The value creation activity is going well. We announced over $200 million of value creation, primarily in the areas of driving efficiency, as I noted earlier, and gross margin enhancement.”
CFO Ronald South provided the timeline for realizing these financial benefits.
South added verbatim: “I would expect that while we will have to make some investment in ’26, that we will achieve some savings in ’26 that will exceed that investment.”
Read the full Henry Schein Transcript on TIKR to see the revenue breakdown >>>
Valuation Deep Dive
The TIKR Advanced Valuation Model projects a target price of $109.94 for Henry Schein.
- Target Price: $109.94
- Current Price: $79.57
- Annualized Return: 8.7%
The High Margin Pivot: Through its BOLD+1 strategy, Henry Schein is pivoting toward higher margin operations. The company is scaling its specialty products, owned brands, and software divisions. Management stated a goal for these categories to generate 60% of total operating income by 2027.
Capital Returns: The company continues to direct free cash flow toward share repurchases. Management confirmed a strategy of utilizing cash to retire stock while simultaneously pursuing tuck-in acquisitions in high-growth areas like home medical solutions and implants.
Conclusion: A healthcare distributor is undergoing structural changes. Henry Schein presents a 38.2% total return potential. The path to $109 is supported by a $200 million cost-cutting initiative, a CEO transition, and market share gains in digital dentistry.
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How Much Upside Does Henry Schein Stock Have From Here?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
