Exploring Henry Schein, Inc. (HSIC) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Henry Schein, Inc. (HSIC), a global solutions company for health care professionals? Are you curious about the investment strategies shaping its future? In 2024, Henry Schein achieved $12.7 billion in sales, demonstrating a compound annual growth rate of approximately 11.2% since becoming a public company in 1995. As of late 2024, institutional investors held a significant stake, with 1120 owners and shareholders possessing a total of 149,297,477 shares. Let's delve into the details of Henry Schein's investor profile, exploring who's buying, selling, and holding the stock, and the factors influencing their decisions.

Henry Schein, Inc. (HSIC) Who Invests in [Company Name] and Why?

Understanding the investor profile of Henry Schein, Inc. (HSIC) provides valuable insights into the company's market perception and future prospects. The company's investor base is diverse, encompassing retail investors, institutional investors, and hedge funds, each with their own motivations and strategies.

Here's a breakdown of the key investor types and their rationales for investing in Henry Schein:

• Retail Investors: These individual investors often seek companies with stable growth and a strong market presence. Approximately 41.70% of Henry Schein's stock is held by retail investors.
• Institutional Investors: These include mutual funds, pension funds, and insurance companies that invest on behalf of their clients. They typically look for established companies with consistent performance and long-term growth potential. As of recent filings, institutional investors hold a significant portion of Henry Schein, Inc., with ownership around 56.84%. Major institutional shareholders include:
  • Vanguard Group Inc
  • BlackRock, Inc.
  • Artisan Partners Limited Partnership
  • State Street Corp
  • JPMorgan Chase & Co
• Hedge Funds: These are investment partnerships that use various strategies to generate returns for their investors. They may have a shorter-term focus and often look for opportunities where they can influence company strategy to increase shareholder value. Ananym Capital Management, for example, owning 471,000 shares, has pushed for leadership changes, cost-cutting measures, and optimized capital allocation.

Investment Motivations:

Several factors attract investors to Henry Schein:

• Growth Prospects: Henry Schein is expected to experience growth in the coming years, supported by its strategy to expand digital dentistry globally. The company's 2025 total sales are projected to grow by approximately 2% to 4% over 2024.
• Market Position: As the world's largest provider of health care solutions to office-based dental and medical practitioners, Henry Schein holds a dominant position in its industry. The company operates through a centralized and automated distribution network, offering more than 300,000 branded products.
• Strategic Initiatives: Henry Schein is focused on strategic growth, operational excellence, capital allocation, and employee engagement. KKR's recent $250 million investment, acquiring a 12% stake, underscores confidence in the company's growth strategy.

Investment Strategies:

Investors in Henry Schein employ various strategies:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, attracted by Henry Schein's stable business model and consistent growth.
• Value Investing: Some investors, like Ananym Capital Management, believe that Henry Schein's shares are undervalued and advocate for stock repurchases to unlock shareholder value.
• Strategic Investment: KKR's investment exemplifies a strategic approach, aiming to drive value through active involvement in the company's governance and operations.

Financial Performance and Expectations:

Henry Schein's financial results for 2024 and future guidance influence investor sentiment:

• 2024 Revenue: The company reported revenue of $3.2 billion for the fourth quarter and $12.7 billion for the full year.
• 2024 EPS: GAAP diluted EPS was $0.74 for the fourth quarter and $3.05 for the full year. Non-GAAP diluted EPS was $1.19 for the fourth quarter and $4.74 for the full year.
• 2025 Guidance: Henry Schein anticipates low to mid-single-digit growth in revenues and non-GAAP EPS for 2025. Non-GAAP diluted EPS is expected to be in the range of $4.80 to $4.94.

Recent Developments:

Several recent events have impacted Henry Schein's investor profile:

• KKR Investment: In January 2025, KKR made a $250 million strategic investment in Henry Schein, acquiring a 12% stake and becoming the largest non-index fund shareholder. This move signals confidence in Henry Schein's growth strategy.
• Board Changes: As part of the KKR deal, Max Lin and William K. “Dan” Daniel from KKR, along with Robert J. Hombach, have joined Henry Schein's board of directors.
• Share Repurchase Program: Henry Schein increased its share repurchase program by $500 million, with $250 million allocated for accelerated share repurchases, aiming to provide additional value to shareholders.

Dividend Information:

Henry Schein does not currently pay dividends. The dividend yield as of April 2025 is 0%.

Institutional Ownership Details:

Understanding the composition and motivations of Henry Schein's investor base is crucial for assessing the company's stability and growth potential. The mix of retail, institutional, and strategic investors reflects a broad confidence in Henry Schein's market position and future prospects.

For further insights into Henry Schein, Inc.'s financial health, consider exploring: Breaking Down Henry Schein, Inc. (HSIC) Financial Health: Key Insights for Investors

Henry Schein, Inc. (HSIC) Institutional Ownership and Major Shareholders of Henry Schein, Inc. (HSIC)

Institutional ownership in Henry Schein, Inc. (HSIC) reflects the degree of confidence that large financial organizations have in the company's prospects. These institutions, which include mutual funds, pension funds, and hedge funds, manage significant capital and their investment decisions can have a notable impact on HSIC's stock performance.

As of the latest available data, several major institutional investors hold substantial positions in Henry Schein, Inc. (HSIC). These include:

• The Vanguard Group, Inc.
• BlackRock Fund Advisors
• State Street Global Advisors, Inc.
• Geode Capital Management, LLC
• Capital Research and Management Company

These firms' holdings consist of a significant percentage of the outstanding shares, making them key players in the company's investor landscape.

Changes in institutional ownership can provide insights into the evolving sentiment surrounding Henry Schein, Inc. (HSIC). Increases in institutional holdings may indicate a positive outlook, while decreases could signal concerns about the company's future performance. Monitoring these changes can offer valuable context for investors.

The role of institutional investors in Henry Schein, Inc. (HSIC) extends beyond simply holding shares. Their actions can influence the company's stock price and overall strategy. For example, large institutional investors may engage with company management to advocate for certain initiatives or express concerns about specific issues. Their voting power can also play a significant role in corporate governance matters.

A detailed breakdown of institutional ownership can be observed in the following table:

Understanding the composition and activity of Henry Schein, Inc. (HSIC)'s institutional investor base is crucial for assessing market sentiment and potential future stock movements. These major players not only hold a substantial portion of the company but also exert influence over its strategic direction.

For further insights into the financial health of Henry Schein, Inc. (HSIC), consider exploring Breaking Down Henry Schein, Inc. (HSIC) Financial Health: Key Insights for Investors.

Henry Schein, Inc. (HSIC) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Henry Schein, Inc. (HSIC) provides valuable insights into the company's stability, strategic direction, and potential for growth. Key investors can influence company decisions through their voting power and exert pressure for changes that could benefit shareholders. Monitoring their activity, such as buying or selling significant stakes, can offer clues about the perceived value and future prospects of Henry Schein, Inc. (HSIC). For more on the company's background, see: Henry Schein, Inc. (HSIC): History, Ownership, Mission, How It Works & Makes Money.

While specific real-time data on all current investors and their recent moves changes frequently, we can discuss the types of investors and their potential impact based on available information.

Institutional investors, such as mutual funds, pension funds, and hedge funds, often hold significant portions of a company's stock. Their investment decisions are driven by in-depth research and analysis, and their actions can significantly impact stock prices. Large institutional shareholders can also engage with company management to advocate for specific strategies or governance changes. According to the most recent information, the top institutional holders of Henry Schein, Inc. (HSIC) may include:

• Vanguard Group: Known for its index funds and ETFs, Vanguard typically holds a large position in major companies.
• BlackRock Fund Advisors: Another major asset manager with substantial holdings across various sectors.
• State Street Corporation: As a leading provider of financial services, State Street often has significant investments in publicly traded companies.

Activist investors are another important group to watch. These investors purchase significant stakes in a company and then actively campaign for changes they believe will increase shareholder value. This can include pushing for strategic shifts, operational improvements, or changes in management. While it's important to verify if any activist investors have recently targeted Henry Schein, Inc. (HSIC), their presence can signal potential changes or challenges for the company.

Individual investors, including company insiders like executives and board members, also play a role. Significant purchases by insiders can be seen as a positive sign, indicating confidence in the company's future. Conversely, large sales by insiders may raise concerns.

Here is an illustrative (but not exhaustive or real-time) example of what a table of major shareholders might look like, based on the kinds of investors that are typically prominent:

Disclaimer: The percentages and information provided in the table are for illustrative purposes only and do not reflect real-time ownership data. Always consult official financial resources for the most up-to-date information.

Henry Schein, Inc. (HSIC) Market Impact and Investor Sentiment

Understanding the market impact and investor sentiment surrounding Henry Schein, Inc. (HSIC) is crucial for current and potential investors. Monitoring these factors provides insights into the company's stability, growth potential, and overall attractiveness in the market. Recent market behaviors and major shareholder activities can significantly influence stock performance and strategic decision-making.

Investor Sentiment: The sentiment of major shareholders toward Henry Schein, Inc. can significantly influence its stock performance. Analyzing recent ownership trends offers clues about the confidence levels of institutional investors and large stakeholders. Changes in their positions—whether increasing, decreasing, or holding steady—reflect their perspectives on the company's future prospects.

Based on recent data, institutional investors hold a significant portion of Henry Schein, Inc.'s stock. According to Yahoo Finance, as of Q4 2023, the total number of institutional shares held was 138,324,832. The recent activity of these major holders can provide valuable insights:

• Vanguard Group Inc.: Reported holding 16,454,921 shares, showcasing a strong, sustained interest in the company.
• BlackRock Fund Advisors: Held 12,893,896 shares, indicating a significant stake and confidence in Henry Schein's performance.
• State Street Corporation: Showed a considerable position with 7,644,243 shares held.

Recent Market Reactions: The stock market's reaction to changes in ownership or large investor moves is a key indicator of market sentiment. Positive reactions, such as stock price increases following the announcement of a major investment, can signal confidence in the company's direction. Conversely, negative reactions may indicate concerns about the company's prospects.

Henry Schein's stock performance is influenced by various factors, including earnings reports, industry trends, and overall market conditions. Recent trends reveal how the market responds to these events:

• Henry Schein's shares experienced notable fluctuations, reflecting broader market volatility and specific company announcements.
• For instance, positive earnings reports or strategic acquisitions often lead to an uptick in stock prices, while disappointing results or industry headwinds may cause declines.

Analyst Perspectives: Financial analysts play a crucial role in interpreting the impact of key investors on Henry Schein, Inc.'s future. Their insights provide a deeper understanding of the potential risks and opportunities associated with the company. Analyst ratings, price targets, and commentary can influence investor decisions and market sentiment.

Here’s a summary of analyst ratings and price targets for Henry Schein, Inc.:

As of April 2025, analyst ratings and price targets provide a mixed but generally positive outlook:

• Consensus Rating: Moderate Buy
• Average Price Target: Around $95, reflecting expectations of moderate growth.

These ratings and targets are based on evaluations of Henry Schein's financial performance, market position, and growth opportunities. However, investors should consider these perspectives as part of a broader analysis, keeping in mind that analyst opinions can vary.

Ownership Summary: Examining the ownership structure of Henry Schein, Inc. provides valuable context for understanding investor sentiment and market dynamics.

Here's an overview of the ownership details:

The high percentage of shares held by institutions (87.90%) indicates strong institutional confidence in Henry Schein. A smaller percentage held by insiders (0.80%) suggests that company executives and insiders have a relatively limited stake, which can be a point of consideration for some investors.

For further insights into Henry Schein, Inc.'s financial health, consider exploring: Breaking Down Henry Schein, Inc. (HSIC) Financial Health: Key Insights for Investors