Henry Schein (HSIC) reported second-quarter 2026 net sales of $3.5 billion, up 6.7% from the prior-year quarter. GAAP net income attributable to Henry Schein was $94 million, or $0.82 per diluted share, compared with $86 million, or $0.70 per diluted share, in Q2 2025.
The company raised its 2026 guidance, including non-GAAP diluted EPS of $5.29 to $5.39, total sales growth of 4.5% to 5.5%, and Adjusted EBITDA growth in the mid- to high-single digits.
- Second-quarter 2026 total net sales were $3.458 billion, compared with $3.240 billion a year earlier.
- GAAP basic EPS was $0.83, and GAAP diluted EPS was $0.82.
- Global Distribution and Value-Added Services sales increased 6.6% from Q2 2025.
- Global Specialty Products sales rose 8.7%, while Global Technology sales increased 8.2%.
- The company repurchased about 2.6 million shares during the quarter for $200 million.
$HSIC Insider Trading Activity
$HSIC insiders have traded $HSIC stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $HSIC stock by insiders over the last 6 months:
- STANLEY M BERGMAN (Chairman, CEO) has made 0 purchases and 2 sales selling 43,812 shares for an estimated $3,562,353.
- MARK E MLOTEK (EVP, Chief Strategic Officer) has made 0 purchases and 2 sales selling 5,925 shares for an estimated $478,739.
- PHILIP A LASKAWY sold 2,844 shares for an estimated $228,543
- THOMAS C POPECK (CEO, Henry Schein Products) sold 1,355 shares for an estimated $98,630
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$HSIC Hedge Fund Activity
We have seen 230 institutional investors add shares of $HSIC stock to their portfolio, and 244 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 1,749,388 shares (+44.0%) to their portfolio in Q1 2026, for an estimated $128,929,895
- PALESTRA CAPITAL MANAGEMENT LLC added 1,029,830 shares (+43.2%) to their portfolio in Q1 2026, for an estimated $75,898,471
- CLARKSTON CAPITAL PARTNERS, LLC removed 993,491 shares (-67.2%) from their portfolio in Q1 2026, for an estimated $73,220,286
- SOUTHPOINT CAPITAL ADVISORS LP added 700,000 shares (+28.0%) to their portfolio in Q1 2026, for an estimated $51,590,000
- HOLOCENE ADVISORS, LP removed 646,812 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $47,670,044
- JANE STREET GROUP, LLC removed 532,627 shares (-99.3%) from their portfolio in Q1 2026, for an estimated $39,254,609
- POINT72 ASSET MANAGEMENT, L.P. added 520,134 shares (+inf%) to their portfolio in Q1 2026, for an estimated $38,333,875
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
