Market Movers (8-K)
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Henry Schein INCHenry Schein announced robust second-quarter 2026 financial results, exceeding prior expectations and leading to an upward revision of its full-year 2026 financial guidance.
Better than expected
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Henry Schein INCHenry Schein is restructuring its leadership team, creating the Henry Schein Leadership Team (HSLT) and integrating its supply chain with distribution, while three key executives transition to senior advisor roles.
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Henry Schein INCHenry Schein, Inc. has appointed William K. Dan Daniel as Independent Chairman of the Board, succeeding long-time leader Stanley M. Bergman.
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Henry Schein INCHenry Schein announced robust first-quarter 2026 financial results, with total net sales up 6.3% and non-GAAP diluted EPS increasing to $1.32, while reaffirming its full-year guidance.
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Henry Schein INCHenry Schein, Inc. reported strong fourth-quarter and full-year 2025 financial results, surpassing increased guidance and introducing optimistic 2026 financial projections.
Better than expected
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Henry Schein INCHenry Schein, Inc. announced the appointment of Frederick M. Lowery as its new Chief Executive Officer, effective March 2, 2026, with current CEO Stanley M. Bergman transitioning to Chairman of the Board.
Quarterly Earnings (10-Q)
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Henry Schein INCHenry Schein, Inc. announced its Q2 2026 financial results, showcasing a 6.7% increase in net sales and improved profitability, driven by growth across its key segments.
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Henry Schein INCHenry Schein, Inc. announced its first quarter 2026 financial results, with net sales increasing by 6.3% year-over-year.
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Henry Schein INCHenry Schein, Inc. reports increased net sales and net income for Q3 2025, driven by growth across all segments, alongside an expanded KKR strategic investment.
Capital raise
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Henry Schein INCHenry Schein, Inc. reported a 3.3% increase in net sales for Q2 2025, reaching $3.24 billion, but net income attributable to the company declined by 17.3% to $86 million.
Capital raise
Worse than expected
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Henry Schein INCHenry Schein's Q1 2025 results show a slight decrease in net sales, but the company highlights a strategic investment by KKR and provides segment performance details.
Worse than expected
Capital raise
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Henry Schein INCHenry Schein's Q3 results show a slight increase in net sales, but the company is still navigating the impact of a cyber incident and implementing restructuring plans.
Worse than expected
Annual Reports (10-K)
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Henry Schein INCHenry Schein reports 4.0% net sales growth in 2025, navigating the residual impact of a 2023 cyber incident and preparing for a CEO transition while advancing its BOLD+1 strategic plan.
Delay expected
Capital raise
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Henry Schein INC10-K: Henry Schein's 10-K Filing Reveals Strategic Partnership with KKR and Financial Performance Details
Henry Schein's 10-K filing highlights a strategic investment from KKR, a review of segment performance, and details on risk factors and compliance.
Capital raise
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Henry Schein INCHenry Schein obtains waivers from lenders to extend deadlines for delivering financial statements following a cybersecurity incident.
Worse than expected
Delay expected
Insider Trading (Form 4)
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Henry Schein INCWilliam K. Daniel, a Director at Henry Schein Inc., acquired 2,215 shares of common stock on June 12, 2026, under the company's 2023 Non-Employee Director Stock Incentive Plan.
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Henry Schein INCStanley M. Bergman amends prior Form 4 filing to correct the transaction date for a gift of Henry Schein Inc. common stock.
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Henry Schein INCDirector Stanley M. Bergman reported a gift of 50 shares of Henry Schein, Inc. common stock.
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Henry Schein INCDirector Stanley M. Bergman reported a gift of 1,040 shares of Henry Schein common stock.
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Henry Schein INCHenry Schein Inc. director William K. Daniel reported the acquisition of 10,000 shares of common stock.
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Henry Schein INCThomas C. Popeck, CEO of Henry Schein Products, sold 1,355 shares of Henry Schein Inc. common stock for $72.79 per share under a Rule 10b5-1 plan.
Proxy Statements (Def-14A)
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Henry Schein INCHenry Schein, Inc. has announced its 2026 Annual Meeting of Stockholders, scheduled for May 21, 2026, and detailed significant leadership changes including the appointment of Frederick M. Lowery as CEO.
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Henry Schein INCHenry Schein finalized a $250 million private placement of common stock with KKR Hawaii Aggregator L.P. and appointed William K. Dan Daniel to its board of directors.
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Henry Schein INCHenry Schein amends its strategic partnership agreement with KKR by removing the voting commitment and appoints Max Lin, a KKR partner, to its board of directors.
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Henry Schein INCHenry Schein, Inc. announces its 2025 Annual Meeting of Stockholders to be held on May 22, 2025, outlining key proposals for voting.
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Henry Schein INCHenry Schein is holding its 2025 Annual Meeting of Stockholders virtually on May 22, 2025, to vote on director elections, executive compensation, and auditor ratification.
Delay expected
Worse than expected
Capital raise
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Henry Schein INCHenry Schein, Inc. is holding its annual stockholder meeting on May 21, 2024, and has released its proxy statement outlining proposals for voting.
Schedule 13D - Activist Investments
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Henry Schein INCKKR entities have increased their beneficial ownership in Henry Schein to 15.2% through a new total return swap and extended their board representation and related commitments.
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Henry Schein INCKKR entities have amended their partnership agreement with Henry Schein Inc. to increase their permitted beneficial ownership limit from 14.9% to 19.9% of the company's common stock.
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Henry Schein INCKKR entities have secured a $300 million margin loan collateralized by 15.26 million shares of Henry Schein, Inc., representing a 14.5% stake.
Capital raise
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Henry Schein INCKKR and its affiliates have increased their beneficial ownership in Henry Schein Inc. to 13.0% of outstanding common stock, primarily through a new total return swap agreement.
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Henry Schein INCPrivate equity giant KKR has increased its beneficial ownership in Henry Schein Inc. to 12.5% and appointed an executive advisor to the company's board of directors.
Capital raise
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Henry Schein INCKKR-affiliated entities have reported a 9.9% beneficial ownership stake in Henry Schein Inc., leading to the appointment of Max Lin to the board and the removal of a prior voting commitment.
Schedule 13G - Passive Investments
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Henry Schein INCFMR LLC and Abigail P. Johnson have reported beneficial ownership of 7,553,900.88 shares, representing 6.6% of the common stock of Henry Schein Inc., as of June 30, 2026.
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Henry Schein INCVanguard Capital Management has disclosed beneficial ownership of 7,302,660 shares, representing 6.36% of the outstanding common stock of Henry Schein Inc.
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Henry Schein INCThe Vanguard Group reports 0% beneficial ownership in Henry Schein Inc. following an internal realignment of its reporting structure.
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Henry Schein INCThe Vanguard Group reported an increased beneficial ownership of 10.22% in Henry Schein Inc., holding over 12 million shares of common stock.
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Henry Schein INCJPMorgan Chase & Co. has filed an amended Schedule 13G, reporting a 4.4% beneficial ownership stake in Henry Schein, Inc.'s common stock.
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Henry Schein INCThe Vanguard Group has reported an increased beneficial ownership of 9.89% in Henry Schein Inc., holding over 12 million shares of common stock.