Henry Schein, IncNasdaq: HSIC
Health Care · Health Care Distributors
$74.09
-0.68%
Vol: 1.4M
Research Digest
Friday, May 1, 2026
Henry Schein launches $200M+ Value Creation Plan under new CEO Fred Lowery
Henry Schein appointed Fred Lowery as CEO on Mar 2, 2026, replacing Stanley Bergman after 35 years. New CEO from Thermo Fisher brings operational focus. Company launched Value Creation Plan targeting $200M+ in operating profit improvements through pricing and back-office consolidation. Q1 earnings due May 5. Board size cut from 15 to 10 post-annual meeting.
Previous Market Intelligence
13 daysApr 30Henry Schein appoints new CEO, launches $200M value creation plan amid board restructuringPositive▶
Henry Schein appointed Fred Lowery as CEO effective March 2026. Company launched $200M+ Value Creation Plan targeting operating profit improvements through pricing and back-office consolidation. Board to shrink from 15 to 10 members; Stanley Bergman retires after 44 years. Q1 earnings expected May 5.
Apr 16Henry Schein announced board reduction from 15 to 10 members; new CEO in place; Q1 earnings May 12Positive▶
Henry Schein announced significant governance changes on April 8, 2026. Board will reduce from 15 to 10 members after the May 21 annual meeting. Stanley Bergman retiring after 44 years as director. New CEO Frederick M. Lowery joined March 2, 2026. Ethisphere named HSIC one of 2026 World Most Ethical Companies for 15th consecutive year. Analysts expect Q1 2026 EPS of $1.20, up 4.4% YoY. Stock performed well, gaining 19.9% over the last 6 months and beating S&P 500 by 17.3%. Consensus analyst rating is Hold with $76.0 price target.
Apr 15Henry Schein reducing board from 15 to 10 directors post-May 21 meeting; CEO Stanley Bergman retiring to Chairman Emeritus.Positive▶
Henry Schein announced April 8 that it will reduce its Board of Directors from 15 to 10 members following the May 21, 2026 Annual Meeting. Stanley M. Bergman, who retired as CEO on March 1 (succeeded by Frederick M. Lowery), will become Chairman Emeritus after 44 years. KKR's $250M investment and 16.4% stake supports the BOLD+1 value initiative. Stock has outperformed the S&P 500 by 17.3% over six months at $75.99, with analyst average price target of $89.07.
Apr 14Henry Schein reduces board from 15 to 10 members as longtime chairman Bergman retires after 44 years; new CEO and KKR partnership.Mixed▶
Henry Schein Board will shrink from 15 to 10 members following May 21 Annual Meeting, with Stanley M. Bergman retiring after 44 years. Frederick M. Lowery became CEO March 1. Executing BOLD+1 strategic plan with KKR partnership (250M investment, 19.9% ownership cap) targeting $125M in annual operating income improvement by end of 2026.
Apr 13Henry Schein board to shrink from 15 to 10 directors; leadership transition underway.Mixed▶
Henry Schein announced board reduction from 15 to 10 members after 2026 Annual Meeting (May 21) with longtime chairman Bergman retiring after 44 years. Frederick Lowery became CEO in March. Stock at $75.53 with 3.29% decline over 30 days. Q1 2026 EPS forecast of $1.20.
Apr 10Henry Schein announced board reduction from 15 to 10 members; new CEO Frederick Lowery onboarding since March 2.Positive▶
Henry Schein is undergoing governance restructuring, reducing its board from 15 to 10 members after May 21 annual meeting. CEO transition completed with Frederick M. Lowery assuming the role on March 2. Q4 2025 results: EPS of $1.34 (beat $1.30) and revenue of $3.4B (beat $3.34B). Company secured $250M KKR strategic partnership. Stock trades around $73.94.
Apr 9Henry Schein announces board reduction and new CEO leadership after leadership transitionPositive▶
Henry Schein announced board reduction from 15 to 10 members following 2026 Annual Meeting. Stanley M. Bergman retired as CEO March 1, 2026, replaced by Frederick M. Lowery effective March 2. Q4 2025 earnings beat with $1.34 EPS vs $1.30 estimate and $3.4B revenue vs $3.34B. Strategic partnership with AWS for generative AI across dental platforms. Sales up 7.7% YoY despite margin pressures.
Apr 8Henry Schein appoints Frederick M. Lowery as CEO effective March 2, 2026; partners with AWS for AI integrationPositive▶
Henry Schein announced leadership transition with Frederick M. Lowery as new CEO (effective March 2, 2026). Henry Schein One announced strategic partnership with Amazon Web Services to integrate generative AI across Dentrix and Dentally platforms for scheduling, imaging, and claims validation. Q4 2025 results expected February 24.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Henry Schein appointed Frederick M. Lowery as CEO; AWS AI partnership.Neutral▶
Henry Schein appointed Frederick M. Lowery as Chief Executive Officer effective March 2, 2026. Henry Schein One announced partnership with AWS to integrate generative AI across dental platforms (Dentrix, Dentrix Ascend, Dentally). Avg Hold PT $76.
Apr 3Henry Schein names new CEO Frederick M. Lowery in March; AWS AI partnership announced for dental platforms.Mixed▶
Henry Schein appointed Frederick M. Lowery as CEO effective March 2, 2026. AWS strategic partnership announced to integrate generative AI across Dentrix, Dentrix Ascend, and Dentally platforms. Recognized as 2026 World's Most Ethical Company for 15th consecutive year.
Apr 2Henry Schein named 2026 World Most Ethical Company for 15th consecutive year under new CEO Frederick Lowery.Positive▶
Henry Schein was recognized by Ethisphere as one of 2026 World Most Ethical Companies for 15th consecutive year. New CEO Frederick M. Lowery took office March 2, 2026, replacing long-time CEO Stanley Bergman. Q3 adjusted earnings of $1.38 beat consensus of $1.28, up 13.1% YoY. Analysts concerned about margin contraction and regulatory issues. Consensus hold rating with average 12-month price target of $76.
Apr 1Henry Schein announces AWS partnership for generative AI integration across dental platforms.Mixed▶
Henry Schein announced strategic partnership with AWS for generative AI across Dentrix, Dentally platforms. New CEO Frederick Lowery took office March 2. KKR reached agreement to increase ownership up to 19.9%.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| MCKMCKESSON | $815.42 | +0.03% | -4.8% | 18.5x | 0.42 | $99.9B |
| CORCENCORA | $305.04 | -0.96% | -4.0% | 15.7x | 0.72 | $59.9B |
| CAHCARDINAL | $195.26 | +1.23% | -9.3% | 16.6x | 0.65 | $45.4B |
| HSICHENRY | $74.09 | -0.68% | -0.4% | 12.7x | 0.88 | $8.6B |
| LLYELI | $964.50 | +3.20% | +0.8% | 22.2x | 0.50 | $834.9B |
| JNJJOHNSON | $227.78 | -0.90% | -4.6% | 18.1x | 0.33 | $553.3B |
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