Henry Schein, Inc. SEC filings document the formal disclosures of a Nasdaq-listed health care solutions company serving dental and medical practices and alternate care sites. The company’s 8-K filings report operating results, financial condition updates, press-release exhibits, leadership changes, board actions, and executive-compensation matters.
Proxy materials cover annual meeting matters, director and board-governance disclosures, and stockholder voting procedures. The filing record also identifies Henry Schein’s common stock, par value $0.01 per share, traded under HSIC on the Nasdaq Global Select Market, along with related corporate and Inline XBRL cover-page disclosures.
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.
Stanley M. Bergman, Chairman and CEO of Henry Schein, reported a gift transaction of Henry Schein common stock on 09/10/2025. The Form 4 shows 550 shares were disposed as a gift (transaction code G). After the reported transaction, Mr. Bergman beneficially owned 321,547 shares directly. He also reported 465,961 shares held indirectly by his spouse and 9,789 equivalent shares through the company 401(k) plan based on the plan's unitized stock fund value as of the same date. The filing was signed by an attorney-in-fact on behalf of Mr. Bergman on 09/11/2025. The Form's footnotes explain the composition of spouse-held trusts and how the 401(k) equivalent shares were calculated using the closing price on 09/10/2025.
Henry Schein, Inc. reported a leadership change involving longtime executive James Breslawski. As previously disclosed, he moved from President to Senior Advisor and member of the Executive Management Committee on April 1, 2025. On September 5, 2025, he transitioned out of this Senior Advisor role and is no longer serving in that position. The company states that, in connection with this transition, Mr. Breslawski will receive payments and benefits provided under Henry Schein’s Executive Severance Plan, which governs how senior executives are compensated when they leave qualifying roles.
This Amendment No. 4 to the Schedule 13D reports that a group of KKR-related entities and individuals beneficially own 17,583,918 shares of Henry Schein, Inc. common stock, representing approximately 14.5% of the company's outstanding common stock based on 121,268,398 shares outstanding as of July 28, 2025. The reported holdings comprise 15,263,662 shares held directly by KKR Hawaii Holdings L.P., 1,931,886 shares KKR Hawaii Aggregator L.P. has the right to acquire under total return swaps (including a disclosed August Swap), and 388,370 shares held by MH Sub I, LLC.
The filing discloses that on August 6, 2025 KKR Hawaii Aggregator L.P. entered an August Swap covering 1,874,538 notional shares at an initial notional price of $66.19 per share. In connection with a Margin Loan Agreement dated August 14, 2025, KKR Hawaii Holdings L.P. borrowed $300,000,000, pledged 15,263,662 shares as collateral, and the loan is expected to mature around August 14, 2028. KKR entities executed joinder and registration-rights agreements related to those holdings. The Schedule 13D remains otherwise unchanged except as amended.
KKR-related entities reported an initial Form 3 showing indirect ownership of Henry Schein Inc. (HSIC). The filing discloses that KKR Hawaii Holdings L.P. holds 15,263,662 shares of Common Stock acquired on August 14, 2025 in a transfer from KKR Hawaii Aggregator L.P. The filing explains the chain of ownership through multiple KKR affiliates and states that the transfer is a nonreportable change in form of beneficial ownership for certain related entities that previously reported on May 16, 2025. Each reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.
KKR-affiliated parties reported an equity swap covering 1,874,538 shares of Henry Schein Inc. (HSIC). The reporting indicates the swap's notional price was determined at $66.19 per share after an initial hedge period completed on 08/12/2025. The instrument is described as an equity swap (obligation to purchase) with the notional shares exercisable beginning 08/13/2025 and an expiration date of 07/16/2027. Multiple KKR-related entities and individuals are listed as reporting persons and disclaim direct beneficial ownership except for pecuniary interests. The filing is a Form 4 disclosure of a derivative position rather than a direct open-market purchase or sale.
KKR-related entities reported an equity-swap position covering 1,874,538 shares of Henry Schein Inc (HSIC). The swap was entered into August 6, 2025, the initial hedge period completed August 12, 2025, and set a notional price of $66.19 per share. Under the total return swap, the counterparty is obligated to deliver 1,874,538 shares to KKR Hawaii Aggregator L.P., which would directly hold the shares upon settlement. The filing discloses the chain of ownership linking the reporting partnership through multiple KKR entities and includes standard disclaimers that the filers disclaim beneficial ownership except for pecuniary interests.
Stanley M. Bergman, Chairman and CEO of Henry Schein, Inc. (HSIC), reported a transaction on 08/13/2025. The filing shows a gift of 1,650 shares (reported as disposition) and lists his beneficial ownership following the transaction as 322,097 shares directly. The form also discloses 465,961 shares indirectly attributable to his spouse and 9,788 equivalent shares held in the company 401(k) unitized stock fund.
The filing was signed by an attorney-in-fact on 08/14/2025 and includes explanations that the indirect holdings arise from family trusts, LLCs, spouse ownership and the 401(k) calculation based on the 08/13/2025 closing price. No derivative transactions or other material changes are reported.
Henry Schein, Inc. director William K. Daniel reported buying additional company stock. On 08/07/2025, an entity for which he and his spouse serve as co-trustees purchased 10,000 shares of Henry Schein common stock in an open-market transaction at $67.08 per share, held as indirect ownership. Following this, he also reported directly holding 2,849 Henry Schein shares.