Henry Schein, Inc. Stock 12‑Month Price Target Cut to $97.27, Implies 16% Upside

Henry Schein's stock fell 2.5% in pre-market trading after announcing a CFO change. Emmanuel Caprais will replace Ronald N. South, who has served for 18 years, effective November 4, 2026. The company's next earnings report is scheduled for November 3, 2026. Bank of America maintained a Buy rating and $110 price target. The stock is down 6.9% over the past month, trading at $81.56 in pre-market.

Henry Schein (HSIC) announced Emmanuel Caprais, former CFO of ITT, will join as its CFO on November 4, 2026. He will start as a senior financial advisor on October 12, 2026, to facilitate the transition.

Henry Schein, Inc. [HSIC] outlined plans to accelerate growth, simplify operations, and improve operating income by $200 million, targeting double-digit EPS growth. The company highlighted strong performance in dental and medical segments, focusing on consumables, private label, and technology. Leadership emphasized disciplined M&A and share buybacks for capital allocation.

Henry Schein, Inc. (HSIC) reported broad-based growth in Q2, with sales increases across distribution, specialty products, and technology. Management raised its 2026 sales and earnings guidance. HSIC trades at a discount to market benchmarks but faces risks from leverage and execution challenges. The company aims for $200M in operating income improvement by 2026, with savings initiatives underway.

BTIG raised its price target on Henry Schein to $110 from $100 while maintaining a Buy rating. The stock is currently trading at $89.57, up 0.38% on the day but down 1.28% over the past year. Barclays also recently adjusted its target to $100 from $86.

Henry Schein (HSIC) reported Q2 2026 net sales of $3.5 billion, up 6.7%, and non-GAAP diluted EPS of $1.27. GAAP diluted EPS was $0.82. The company raised 2026 guidance, including non-GAAP EPS to $5.29 to $5.39 and sales growth to 4.5% to 5.5%, and approved $200 million in share repurchases.