8-K ·Filed May 22, 2026

HSIC

HENRY SCHEIN INC
NEUTRAL
Impact 3/10
Horizonweeks Processed4mo ago SEC0001193125-26-235496
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

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.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
HSIC ▲ +20.24% at T+60d
NEUTRAL call ✓ call won +20.24% · α vs SPY +17.05% · entry $74.21 → $89.23
Entry anchored
May 21, 03:59 PM ET
via exchange tick
T+1d
-0.42%
call -0.42% · α -1.00%
$73.90
settled 4mo ago
T+5d
+2.95%
call +2.95% · α +1.27%
$76.40
settled 4mo ago
T+20d
+6.49%
call +6.49% · α +7.91%
$79.03
settled 3mo ago
T+60d
+20.24%
call +20.24% · α +17.05%
$89.23
settled 6w ago

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.

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)

Investment Themes

Healthcare & Medical Devices

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
18 reports for HSIC
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+20▲ +10.65%Mar 2, 2026
Filters
Rows
Reports for HSIC — sortable, filterable
TypeNow
Aug 4, 2026
8w ago
8-K
BULLISH ★ 6/10
$89.11 $88.52▼ −0.66%▲ +0.58%$84.88 (−4.75%)
Aug 4, 2026
8w ago
Institutional Cluster
MIXED ★ 4/10
$89.11 $88.52▼ −0.66%▲ +0.58%$84.88 (−4.75%)
Jul 30, 2026
9w ago
8-K
NEUTRAL ★ 3/10
$85.17 $90.28▲ +6.00%▲ +2.03%$84.88 (−0.34%)
Jun 11, 2026
16w ago
Institutional Cluster
MIXED ★ 5/10
$81.25 $84.40▲ +3.88%▲ +2.10%$84.88 (+4.47%)
May 22, 2026
19w ago
8-K
NEUTRAL ★ 3/10
$74.21 $79.03▲ +6.49%▲ +7.91%$84.88 (+14.38%)
May 12, 2026
20w ago
DEFA14A
NEUTRAL ★ 3/10
$69.35 $78.85▲ +13.70%▲ +15.43%$84.88 (+22.39%)
Apr 8, 2026
25w ago
DEFA14A
NEUTRAL ★ 3/10
$75.53 $74.37▼ −1.54%▼ −10.08%$84.88 (+12.38%)
Mar 2, 2026
30w ago
Insider Cluster
NEUTRAL ★ 3/10
$81.37 $72.70▼ −10.65%▼ −2.72%$84.88 (+4.31%)
Mar 2, 2026
30w ago
Insider Cluster
NEUTRAL ★ 4/10
$81.37 $72.70▼ −10.65%▼ −2.72%$84.88 (+4.31%)
Mar 2, 2026
30w ago
Insider Cluster
NEUTRAL ★ 3/10
$81.37 $72.70▼ −10.65%▼ −2.72%$84.88 (+4.31%)
Showing 10 of 18

US Market Status

Market Closed — Opens Mon (65h 1m)

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