Shares of healthcare distributor Henry Schein are trading lower in the current session, despite the company announcing two significant strategic advancements. The market’s negative reaction, with the stock down approximately 2.0%, comes even as the firm expanded a major distribution agreement and unveiled new artificial intelligence tools for dental practices.
AI Integration Takes Center Stage in Dental Software
The company’s software subsidiary, Henry Schein One, has introduced new natively embedded AI and automation workflows at the Greater New York Dental Meeting. A key feature is “Voice Notes,” a tool designed to help dental offices increase revenue through more accurate billing and to modernize their operational procedures. This development follows a recently announced collaboration with Amazon Web Services, aimed at integrating generative AI into platforms such as Dentrix.
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Exclusive U.S. Distribution Rights Expanded
In a separate but concurrent move, Henry Schein has significantly broadened an exclusive distribution agreement for an innovative dental product. Effective January 1, 2026, the company will have the exclusive right to distribute vVARDIS’s drill-free caries treatment, Curodont Repair Fluoride Plus, across all segments of the U.S. market. Previously, this exclusivity was limited to large dental service organizations. This expansion positions Henry Schein directly within a global caries treatment market, which is projected to grow from $8.01 billion to over $12 billion by 2034.
Solid Earnings Contrast with Share Price Movement
These strategic announcements follow a strong third-quarter 2025 earnings report. Henry Schein posted earnings per share (EPS) of $1.38, surpassing analyst expectations of $1.27. Revenue for the quarter was $3.34 billion, also exceeding estimates. For the full 2025 fiscal year, management has reaffirmed its profit guidance. Despite these robust results and the new initiatives, the stock faces downward pressure. The average analyst price target for the shares remains around $76, accompanied by a consensus “Hold” recommendation.
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