HSIC HENRY SCHEIN INC

NEUTRAL Impact: 3/10 DEFA14A
Horizon weeks Filed May 12, 2026 Processed 1mo ago SEC 0001193125-26-218297
Proxy solicitation materials
Latest settled — T+5d
HSIC ▲ +4.82% at T+5d
NEUTRAL call ✓ call won +4.82% · α vs SPY +4.74% · entry $69.35 → $72.69
Next anchor: T+20d due 5d ago
Last close $81.25 (close Jun 12) · +17.16% from $69.35 entry
Entry anchored
May 11, 03:59 PM ET
via Databento tick
T+1d
+0.14%
call +0.14% · α -0.43%
$69.45
settled 5w ago
T+5d
+4.82%
call +4.82% · α +4.74%
$72.69
settled 27d ago
T+20d
call — · α —
due 5d ago
T+60d
call — · α —
in 7w

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Executive Summary

Henry Schein filed additional definitive proxy soliciting materials (DEFA14A) defending the independence of director nominees William K. Dan Daniel and Max Lin, who were added to the board in connection with KKR's $250M investment. The filing also identifies the proponent of a shareholder proposal on majority voting and discloses the engagement of proxy solicitor Innisfree M&A for a $30,000 fee. This is a routine supplemental proxy filing with no material financial impact.

Actionable Insight

Monitor the 2026 annual meeting outcome for any sign of shareholder dissent on director elections or the majority vote proposal, which could signal governance concerns. The KKR relationship and Capstone consulting fees may attract continued scrutiny from governance-focused investors.

Key Facts

  • KKR invested $250M in Henry Schein common stock and remains the largest stockholder
  • Board unanimously recommends voting FOR directors Daniel and Lin
  • Capstone (KKR affiliate) received $2.5M in consulting fees in fiscal 2025, deemed immaterial to KKR's $19B revenue
  • Shareholder proposal 'Govern by Majority Vote' submitted by John Chevedden; board recommends voting AGAINST
  • Proxy solicitor Innisfree M&A retained for $30,000 fee plus expenses

Financial Impact

No direct financial impact; $30,000 proxy solicitor fee is immaterial for a $7.9B market cap company

Risk Factors

  • Shareholder proposal on majority voting could gain traction if governance concerns persist
  • KKR's influence as largest stockholder may create perceived conflicts of interest

Market Snapshot

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

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-218297
Document: 0001193125-26-218297-index-headers.html0001193125-26-218297
Document: 0001193125-26-218297-index.html0001193125-26-218297
Document: 0001193125-26-218297.txt0001193125-26-218297
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
3d ago
Institutional Cluster
MIXED ★ 5/10
$80.15 awaiting T+5awaiting T+5$81.25 (+1.37%)
May 22, 2026
23d 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
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$81.37 $78.10▼ −4.02%▼ −2.81%$81.25 (−0.15%)
Mar 2, 2026
15w ago
Insider Cluster
NEUTRAL ★ 4/10
$81.37 $78.10▼ −4.02%▼ −2.81%$81.25 (−0.15%)
Mar 2, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$81.37 $78.10▼ −4.02%▼ −2.81%$81.25 (−0.15%)
Mar 2, 2026
15w ago
Insider Cluster
BEARISH ★ 6/10
$81.37 $78.10▲ +4.02%▲ +2.81%$81.25 (+0.15%)
Mar 2, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$81.37 $78.10▼ −4.02%▼ −2.81%$81.25 (−0.15%)
Mar 2, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$81.37 $78.10▼ −4.02%▼ −2.81%$81.25 (−0.15%)
Showing 10 of 15

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