Welcome to our dedicated page for Henry Schein SEC filings (Ticker: HSIC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Henry Schein, Inc. (NASDAQ: HSIC) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a FORTUNE 500 and S&P 500® health care solutions company listed on the Nasdaq Global Select Market, Henry Schein uses its filings to report financial results, governance changes, and other material events relevant to shareholders and analysts.
Henry Schein’s current reports on Form 8-K offer timely updates on topics such as quarterly and year-to-date financial performance, leadership transitions, and key corporate announcements. For example, recent 8-K filings have furnished press releases reporting financial results for specific quarters and have disclosed changes in senior leadership, including the planned retirement of the Chief Executive Officer from that role and related succession planning.
In addition to 8-Ks, investors typically look to Henry Schein’s annual reports on Form 10-K and quarterly reports on Form 10-Q for detailed information on its Global Distribution and Value-Added Services, Global Specialty Products, and Global Technology segments. These periodic reports, referenced in company news releases, contain discussions of operations, financial condition, risk factors, and litigation matters, as well as commentary on strategic initiatives and partnerships such as the Strategic Partnership Agreement with KKR Hawaii Aggregator L.P.
Stock Titan enhances these filings with AI-powered summaries that help explain complex disclosures in clear language. Instead of reading entire documents, users can review concise explanations of key points, including segment performance, risk factor highlights, and notable changes in capital allocation or governance. Real-time updates from the EDGAR system mean that new Henry Schein filings, such as 8-Ks reporting financial results or leadership changes, appear promptly on this page.
For those tracking insider activity and executive arrangements, Form 4 and 8-K disclosures relating to departures, appointments, and compensatory arrangements provide additional context on management and board-level decisions. By combining raw filings with AI-generated insights, this page helps investors, researchers, and health care market participants interpret Henry Schein’s regulatory reporting more efficiently.
Henry Schein, Inc. reported proposed sales of Common Stock via a broker listed as J.P. Morgan Securities LLC. The filing lists securities to be sold with an entry dated
Henry Schein, Inc. describes itself as a global solutions company serving office-based dental and medical practitioners and alternate sites of care. It serves more than one million customers worldwide, employs over 25,000 people and operates in 34 countries and territories.
The company runs three segments: Global Distribution and Value-Added Services, Global Specialty Products and Global Technology. In 2025, Global Distribution and Value-Added Services represented 84.5% of net sales, Global Specialty Products 11.7% and Global Technology 5.1%, with dental merchandise the single largest category at 36.6% of sales.
Henry Schein highlights competitive strengths including a 94-year distribution track record, over 300,000 products, 38 distribution centers with 5.4 million square feet of space, 17 manufacturing facilities and 127 equipment service centers. Its technology platform supports about 95,000 practices and 324,000 consumers through multiple practice management and patient engagement brands.
The report also details extensive U.S. and international regulatory, reimbursement, antitrust, privacy and data protection regimes that affect its pharmaceutical, medical device, software and data-driven operations, emphasizing ongoing compliance obligations and potential operational and cost impacts.
Henry Schein reported solid growth for the fourth quarter and full year 2025 and introduced 2026 guidance. Q4 2025 net sales were $3.44 billion, up 7.7% year over year, with GAAP diluted EPS of $0.85 versus $0.74 and non-GAAP diluted EPS of $1.34 versus $1.19. Growth was broad-based, including double-digit gains in dental equipment, specialty products and technology. For 2025, net sales reached $13.18 billion, up 4.0%, with GAAP diluted EPS of $3.27 and non-GAAP diluted EPS of $4.97. The company repurchased 12.1 million shares for $850 million in 2025 and ended the year with $780 million remaining under its authorization. For 2026, Henry Schein expects non-GAAP diluted EPS of $5.23 to $5.37, total sales growth of about 3% to 5%, and mid-single-digit Adjusted EBITDA growth, reflecting continued execution of its BOLD+1 strategic plan.
Henry Schein, Inc. appointed Frederick Lowery as its new Chief Executive Officer, effective March 2, 2026, and expanded the Board from 14 to 15 members to add him as a director. Longtime CEO Stanley M. Bergman will remain in place until Mr. Lowery starts and will then continue as Chairman of the Board.
Under his employment agreement, Mr. Lowery will receive a base salary of $1,250,000 and a target annual bonus opportunity of at least 150% of base salary, with 2026 bonus metrics based 70% on earnings per share and 30% on a strategic scorecard. For fiscal 2026, his annual bonus payout will be at least $1,875,000, and he is slated to receive 2026 equity awards with a target grant-date value of $10,000,000 split among stock options, time-based restricted stock units, and performance-based restricted stock units.
He will also receive a one-time cash bonus of $1,184,000 and a special sign-on equity award of $2,500,000 in restricted stock units, plus up to $500,000 in reimbursed relocation expenses. The company amended and restated its Executive Severance Plan so that the Chief Executive Officer is eligible for severance and change-in-control protections, and adopted Fifth Amended and Restated By-Laws, both of which are filed as exhibits.
Henry Schein Inc. reported an insider share transaction by executive Andrea Albertini, CEO, Global Distribution & Technology. On December 10, 2025, she surrendered 2,032 shares of common stock at $75.88 per share to the company.
The filing explains that these shares were surrendered to cover tax withholding arising from the vesting of her December 10, 2021 grant of time-based restricted stock units, which vested on December 10, 2025. After this tax-related transaction, she directly beneficially owns 65,900 shares of Henry Schein common stock.
Henry Schein Inc. (HSIC) Chairman and CEO Stanley M. Bergman reported two stock gifts of common shares. On November 24, 2025, he gifted 140 shares of Henry Schein common stock, and on November 25, 2025, he gifted another 500 shares, each transaction coded as a "G" (gift) at a reported price of $0.00 per share.
Following these transactions, Bergman directly holds 320,377 shares of Henry Schein common stock. He also has indirect beneficial ownership of 465,961 shares through his spouse’s trusts and entities, and an additional 9,788 equivalent shares through the company’s 401(k) savings plan unitized stock fund, which reflects Henry Schein stock and cash equivalents.
Henry Schein, Inc. executive Michael S. Ettinger, who serves as Executive Vice President & Chief Operating Officer, reported a change in his ownership of Henry Schein common stock on a Form 4. On November 19, 2025, he disposed of 71 shares of common stock in a transaction coded "G," which is identified as a gift with a reported price of $0. After this transaction, he beneficially owned 101,622 shares of Henry Schein common stock directly and an additional 210 equivalent shares indirectly through the Henry Schein, Inc. 401(k) Savings Plan, where his interest is held in a unitized stock fund that combines Henry Schein stock with cash or cash equivalents.
Henry Schein (HSIC) disclosed a Form 4 showing Chairman and CEO Stanley M. Bergman made a gift of 1,030 shares of common stock on November 13, 2025 (transaction code G, price $0).
Following the transaction, Bergman beneficially owned 320,517 shares directly, 465,961 shares indirectly through spouse-related entities, and 9,788 equivalent shares via the Henry Schein 401(k) Savings Plan.
Henry Schein, Inc. filed its Q3 2025 10-Q, reporting steady growth and active portfolio moves. Net sales were $3,339 million versus $3,174 million a year ago, with operating income of $164 million. Net income attributable to Henry Schein was $101 million, and diluted EPS was $0.84 (vs. $0.78).
By segment in the quarter, net sales were $2,835 million in Global Distribution and Value-Added Services, $331 million in Global Specialty Products, and $173 million in Global Technology. For the first nine months, net sales reached $9,747 million and operating income was $490 million.
The balance sheet showed $11,097 million in total assets. Long-term debt rose to $2,153 million and bank credit lines to $913 million. The company completed acquisitions in 2025 with total consideration of $290 million, including $112 million in cash, and recognized gains from remeasuring prior stakes. As of October 27, 2025, shares outstanding were 117,724,807.
Henry Schein, Inc. (HSIC) furnished an update on its business by issuing a press release with financial results for the three and nine months ended September 27, 2025. The press release is attached as Exhibit 99.1 and was provided under Item 2.02.
The information described is furnished to the SEC and is not deemed filed under the Securities Exchange Act of 1934.