HSIC HENRY SCHEIN INC

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed May 22, 2026 Processed 22d 1h ago SEC 0001193125-26-235496
8-K context-dependent: Items 7.01
Latest settled — T+5d
HSIC ▲ +2.95% at T+5d
NEUTRAL call ✓ call won +2.95% · α vs SPY +1.27% · entry $74.21 → $76.40
Next anchor: T+20d in 10d
Currently $81.25 · +9.49% from $74.21 entry
Entry anchored
May 21, 03:59 PM ET
via Databento tick
T+1d
-0.42%
call -0.42% · α -1.00%
$73.90
settled 18d ago
T+5d
+2.95%
call +2.95% · α +1.27%
$76.40
settled 12d ago
T+20d
call — · α —
in 10d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Henry Schein held its 2026 Annual Meeting on May 21, 2026, re-electing all ten incumbent directors and approving say-on-pay and auditor ratification. The company also announced the election of William K. 'Dan' Daniel as Independent Chairman, succeeding Stanley M. Bergman, who retired after 44 years. This is a routine governance transition with no material financial impact.

Actionable Insight

Monitor for any strategic shifts under new Chairman Dan Daniel, particularly given his Danaher background and experience with dental portfolio companies. The shareholder majority-vote proposal passing (non-binding) could lead to future bylaw amendments, but no immediate trading catalyst.

Key Facts

  • All ten incumbent directors re-elected for terms expiring in 2027
  • Say-on-pay proposal approved with ~98% of votes cast in favor (101.2M for, 2.1M against)
  • Ratification of BDO USA, P.C. as independent auditor approved with ~98% of votes cast in favor (107.3M for, 1.8M against)
  • Non-binding shareholder proposal to 'Govern by Majority Vote' approved with ~58% of votes cast in favor (59.5M for, 43.7M against)
  • William K. Dan Daniel elected Independent Chairman, effective May 21, 2026, succeeding Stanley M. Bergman who retired and was named Chairman Emeritus
  • Mr. Daniel joined the board in May 2025 and previously served 14 years as EVP at Danaher Corporation

Financial Impact

No financial impact — routine governance and board leadership transition

Risk Factors

  • Board leadership transition may introduce strategic uncertainty during CEO Fred Lowery's tenure
  • Non-binding majority-vote proposal approval may lead to future governance changes

Market Snapshot

Exchange
Nasdaq
Sector
Wholesale-Medical, Dental & Hospital Equipment & Supplies
Analyst Consensus
58% bullish (24 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-235496
Document: d21093dex991.htm0001193125-26-235496
Document: 0001193125-26-235496-index-headers.html0001193125-26-235496
Document: 0001193125-26-235496-index.html0001193125-26-235496
Document: 0001193125-26-235496.txt0001193125-26-235496
15 reports for HSIC
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +10.65%Mar 2, 2026
Filters
Rows
Reports for HSIC — sortable, filterable
Type Now
Jun 11, 2026
1d ago
Institutional Cluster
MIXED ★ 5/10
$80.15 awaiting T+5awaiting T+5$81.25 (+1.37%)
May 22, 2026
22d ago
8-K
NEUTRAL ★ 3/10
$74.21 $76.40▲ +2.95%▲ +1.27%$81.25 (+9.49%)
May 12, 2026
4w ago
DEFA14A
NEUTRAL ★ 3/10
$69.35 $72.69▲ +4.82%▲ +4.74%$81.25 (+17.16%)
Apr 8, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$75.53 $77.42▲ +2.50%▼ −1.01%$81.25 (+7.57%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$81.37 $78.10▼ −4.02%▼ −2.81%$81.25 (−0.15%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 4/10
$81.37 $78.10▼ −4.02%▼ −2.81%$81.25 (−0.15%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$81.37 $78.10▼ −4.02%▼ −2.81%$81.25 (−0.15%)
Mar 2, 2026
14w ago
Insider Cluster
BEARISH ★ 6/10
$81.37 $78.10▲ +4.02%▲ +2.81%$81.25 (+0.15%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$81.37 $78.10▼ −4.02%▼ −2.81%$81.25 (−0.15%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$81.37 $78.10▼ −4.02%▼ −2.81%$81.25 (−0.15%)
Showing 10 of 15

US Market Status

Market Closed — Opens Mon (48h 14m)

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