Insider Trading March 20, 2026

Henry Schein CEO Disposes of $98,630 in Shares as Company Posts Strong Q4 Results

Insider sale by Thomas C. Popeck coincides with management buybacks and earnings that beat expectations for the quarter ended 2025

By Jordan Park HSIC
Henry Schein CEO Disposes of $98,630 in Shares as Company Posts Strong Q4 Results
HSIC

Henry Schein Products CEO Thomas C. Popeck sold 1,355 shares on March 19, 2026, for $72.79 apiece, totaling $98,630 and leaving him with 86,182 shares. The transaction comes as the distributor, trading under NASDAQ: HSIC, posts quarterly results that surpassed EPS and revenue estimates and while management has been actively repurchasing stock. An analyst firm maintained a Market Perform rating and a $87 price target after discussions with company executives.

Key Points

  • CEO Thomas C. Popeck sold 1,355 shares on March 19, 2026 at $72.79 per share, totaling $98,630; he now directly owns 86,182 shares.
  • Henry Schein reported Q4 2025 results that exceeded expectations: EPS of $1.34 (vs $1.30 expected) and revenue of $3.4 billion (vs $3.34 billion expected).
  • The stock, trading under NASDAQ: HSIC, has an $8.29 billion market cap and a P/E of 22.09; InvestingPro analysis flags the shares as appearing undervalued and notes active management buybacks.

Thomas C. Popeck, chief executive officer of Henry Schein Products, completed a sale of 1,355 shares of Henry Schein Inc. (NASDAQ: HSIC) on March 19, 2026. The shares traded at $72.79 each, producing proceeds of $98,630. After the disposition, Popeck retained direct ownership of 86,182 shares of the company.

At the time of the transaction, Henry Schein - a health-care distribution company - carries a market capitalization of $8.29 billion and a trailing price-to-earnings ratio of 22.09. According to InvestingPro analysis cited in company coverage, the stock appears to be undervalued at prevailing prices. That same InvestingPro source highlights that company management has been actively repurchasing shares, a dynamic that continued even as the CEO executed this insider sale. Investors are offered further proprietary analysis through an InvestingPro suite that includes additional ProTips and a full Pro Research Report on HSIC.


Separately, Henry Schein reported results for the fourth quarter of 2025 that topped consensus estimates. The company posted earnings per share of $1.34, above the expected $1.30. Revenue in the period reached $3.4 billion, exceeding the forecasted $3.34 billion. Those beats were noted by market observers as evidence of the company’s performance during the latest quarter.

Following a fireside conversation with senior company representatives, Leerink Partners reiterated its Market Perform rating on Henry Schein shares and maintained a $87 price target. The exchange included participation from CFO Ron South as well as investor relations officers Susan Donofrio and Graham Stanley, according to the report accompanying the rating confirmation.

The sequence of events recorded here - a senior executive stock sale, ongoing management buybacks, recent quarterly beats and an affirmed analyst rating - is documented as presented by company filings and analyst commentary. The information available includes the trade details, headline financial results for Q4 2025 and the analyst firm’s published view following its engagement with company executives.

Readers seeking deeper proprietary content about HSIC were directed in the cited coverage to supplemental InvestingPro materials, including seven additional ProTips and a comprehensive research report.

Risks

  • Insider selling - The CEO's disposition of shares may be interpreted negatively by some market participants and could influence sentiment in the healthcare distribution sector.
  • Analyst stance - A Market Perform rating with a $87 price target may limit upside expectations from institutional analysts for HSIC shares.
  • Valuation uncertainty - While InvestingPro indicates the stock appears undervalued, differing valuation views and the interplay of buybacks and insider transactions introduce uncertainty for equity investors in healthcare distribution.

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