HSIC Henry Schein, Inc. - Common Stock

NASDAQ · Health Care · Ver en SEC EDGAR ↗
$90,46
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 4, 2026

Acerca de Henry Schein, Inc. - Common Stock Descripción general de la empresa de Wikipedia

Henry Schein, Inc. is an American distributor of health care products and services, with operations in 33 countries and territories. It is the world's largest provider of health care solutions to office-based dental and medical practitioners.

Leer más

Henry Schein, Inc. is an American distributor of health care products and services, with operations in 33 countries and territories. It is the world's largest provider of health care solutions to office-based dental and medical practitioners.

History

In 1932, Henry Schein, a graduate of Columbia University College of Pharmacy, borrowed $500 and opened a pharmacy in Queens, New York. The company expanded into dental supplies in the 1960s, and by the late 1980s, Henry Schein held approximately 10 percent of the dental-supply market. Marvin Schein, Henry Schein's son, took over management of daily operations in 1971.

In 1978, founder Henry Schein's son Jay Schein became CEO of the company. When Jay Schein died of cancer in 1989, Stanley Bergman took over as CEO. Bergman was born in South Africa and came to New York in 1976, where he became an accountant. In 1980, he joined Henry Schein and was promoted to CFO.

Henry Schein Inc. filed with the U.S. Securities and Exchange Commission in 1995 to sell 6.2 million shares in an initial public offering with William Blair & Company as the lead underwriter. The IPO raised $72.8 million and began trading on the Nasdaq. By 1996, the company was up to $1.4 billion in sales and $29 million in profit under Bergman's leadership. That year, the company made seventeen acquisitions.

In August 1997, Henry Schein Inc. agreed to buy Sullivan Dental Products Inc. for approximately $318 million. The purchase made the company the world's largest distributor of dental equipment and supplies. By that point, Henry Schein had made 16 acquisitions in 1997. Also in 1997, Henry Schein acquired New York-based medical-products distributor Micro BioMedics Inc as well as Dentrix Dental Systems.

Henry Schein announced the acquisition of demedis GmbH and Euro Dental Holding GmbH in June 2004. In November 2009, it was announced that Henry Schein Inc. and Butler Animal Health Supply would be launching joint venture Butler Schein Animal Health, the largest veterinary sales and distribution company in the United States. Butler Schein Animal Health was rebranded as Henry Schein Animal Health in 2013. Between 1989 and 2016, Henry Schein purchased approximately 200 companies. The company's chief executive officer, Stanley Bergman, was announced as Chief Executive Magazine's CEO of the Year in May 2017.

In 2018, the FTC accused Benco Dental, Patterson Companies, and Henry Schein of violating antitrust laws. In October 2019, the FTC's Chief Administrative Law Judge dismissed the claims against Henry Schein while finding that Benco and Patterson violated U.S. antitrust laws.

In February 2019, Henry Schein spun off the company's animal health business and merged it with Vets First Choice to form a new company. The new company is established as Covetrus.

Henry Schein Inc. was one of the six main defendants in lawsuits with state and local governments of the opioid epidemic in the United States. The company was dismissed as a defendant in October 2019 in the bellwether Summit County, Ohio litigation.

In July 2022, Henry Schein acquired Condor Dental, a dental distribution company.

In April 2023, Henry Schein acquired Biotech Dental, a provider of dental implants, clear aligners, and digital dental software, based in Salon-de-Provence, France.

In July 2023, Henry Schein acquired S.I.N Implant System, a major provider of dental implants in Brazil.

On October 14, 2023, Henry Schein reported a major hack into its core systems, which included investor information, and payroll data - amounting to 35 Terabytes of data being exfiltrated from the company. This resulted in its applications and e-commerce site being unavailable for several days.

In July 2025, Henry Schein announced that Stanley Bergman would be stepping down as CEO at the end of 2025, however he will continue to serve as chairman of the board. In January 2026 the company announced Bergman's successor as Frederick Lowery, Executive Vice President and President, Laboratory Products and BioProduction at Thermo Fisher Scientific.

In 2025, Henry Schein ranked 333rd by revenue on the Fortune 500 list and 34th within the healthcare sector.

Operations

Dental

In 1997, Henry Schein acquired Sullivan Dental Products and Dentrix Dental Systems, making it the world's largest distributor of dental equipment and supplies.

Dentrix Ascend, is a cloud-based dental practice management software platform developed by Henry Schein One for dental offices. The software is accessible through a web browser and includes tools of scheduling, billing, patient records, imaging, and practice management.

Henry Schein established the Henry Schein Dental Business Institute in March 2015 to teach owners and operators of dental practices the fundamentals of business. The first class to complete the program graduated in March 2016. Henry Schein also launched the Henry Schein Digital Dentistry Program at Temple University's Maurice H. Kornberg School of Dentistry in 2016.

In May 2016, Henry Schein's entity Dentrix presented the DEXIS software's ability to integrate X-rays into a patient's chart. Zahn Dental, Henry Schein's laboratory supply business, acquired Custom Automated Prosthetics in June 2016. The acquisition enabled Henry Schein to expand its prosthetic offerings.

In August 2019, Henry Schein acquired a majority equity stake in Cliniclands, a distributor serving dental practices throughout Sweden, Denmark, and Norway.

In May 2021, Henry Schein announced it acquired an 80% ownership position in Jarvis Analytics, a software company that develops comprehensive data analytics tools for dental practitioners.

In June 2021, Henry Schein acquired a 70% ownership position in eAssist Dental Solutions (eAssist), the developer of a virtual dental billing outsourcing service.

In August 2022, Henry Schein acquired Midway Dental Supply, a full-service dental distributor serving across the Midwestern United States.

In January 2023, Henry Schein announced its subsidiary, eAssist Dental Solutions (eAssist), acquired a majority interest in Unitas PPO Solutions (Unitas), a service provider that works with dental practices to assess their commercial insurance participation, set competitive fee-for-service rates, and negotiate contracted reimbursement with commercial insurers.

In July 2024, Henry Schein acquired abc dental AG, a full-service dental distributor offering consumables, equipment, and technical service to general practitioners, specialists, and dental laboratories in Switzerland.

Henry Schein One

In July 2018, Henry Schein and Internet Brands completed a joint venture to form Henry Schein One. The new company delivers integrated dental technology to help improve practice management and marketing as well as patient communication. Since the formation, Henry Schein One has included Dentrix, Dentrix Ascend, Dentalplans.com, Demandforce, Sesame Communications, and Officite as part of its portfolio of dental technology products.

In July 2019, Henry Schein One acquired Elite Computer Italia S.r.L. (Elite), a full-service software company that delivers practice management solutions to dental practices in Italy.

In November 2022, Henry Schein One announced a partnership with VideaHealth, a dental AI platform. As a result, Henry Schein One introduced Dentrix Detect AI, an AI-enabled X-Ray analysis tool. The integration with VideaHealth's FDA-cleared computer-assisted detection (CADe) device can help oral health professionals use AI in dental practices.

In December 2023, Henry Schein One was named to Utah Business Magazine's Best Companies to Work For list.

Medical

In November 2014, Henry Schein Medical announced a strategic arrangement with Cardinal Health. Cardinal Health's physician office-sales organization consolidated into Henry Schein Medical.

In March 2019, Henry Schein acquired North American Rescue (NAR), the leading provider of survivability and casualty-care medical products to the defense and public-safety markets.

In January 2021, Henry Schein acquired a majority ownership position in Prism Medical Products, LLC (PRISM), a nationwide provider of specialty home medical supplies with a core competency in advanced wound care products.

In October 2023, Henry Schein acquired Shield Healthcare, Inc., a supplier of homecare medical products delivered directly to patients in their homes.

In April 2024, Henry Schein acquired TriMed, a developer of orthopedic devices for lower extremities (foot and ankle) and upper extremities (hand and wrist).

In January 2025, Henry Schein acquired all of the assets of Acentus, a medical supplier specializing in Continuous Glucose Monitors (CGMs).

Former division

Animal health

Henry Schein has spun off this division in early 2019 produces software that is used in veterinary practices designed to improve communication and data management including the online cloud-based application, Rapport. In February 2016, Henry Schein released Axis-Q, a software application designed to ease the recording and access of veterinary medical records.

Philanthropy

In 1998, Henry Schein's Back to School program was launched; this program provides underserved children with school supplies and has helped over 65,000 students since its foundation.

Since 1999, Henry Schein has held its annual ‘Holiday Cheer for Children’ program, which donates clothing, toys, and gift cards to over 20,000 children and their families throughout the holiday season.

In 2015, the Alpha Omega International Dental Society and Henry Schein Cares partnered to create the Alpha Omega-Henry Schein Cares Holocaust Survivors Oral Health Program, which offers pro bono oral care to Holocaust survivors. Since its inception, the program has provided treatment to over 1,600 individuals in the United States and Canada.

Since 2018, Henry Schein has supported the Special Olympics, in particular its Healthy Athletes program, through essential health care donations.

In April 2023, Henry Schein launched its Practice Green initiative, which seeks to encourage healthcare professionals to transition towards sustainable practices.

Henry Schein has also served as the exclusive product sponsor for the American Dental Association’s Give Kids A Smile Program. Henry Schein has contributed $20 million in oral health care products and more than 40,000 dental kits.

In April 2025, the Science Based Targets initiative (SBTi) approved Henry Schein's near-term and long-term science-based emissions reduction targets, verifying its net-zero science-based target by 2050.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

HSIC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$90.45
Capitalización Bursátil
$10.35B
P/E (TTM)
27.3
BPA (TTM)
$3.27
Ingresos (TTM)
$13.18B
Rendimiento div.
ROE
12.0%
Deuda/Capital
0.2
Rango 52S
$62 – $92

HSIC Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $13.18B
10-point trend, +13.9%
2016-12-31 2025-12-27
BPA $3.27
10-point trend, +5.5%
2016-12-31 2025-12-27
Flujo de caja libre $573M
9-point trend, +5.1%
2016-12-31 2025-12-27
Márgenes 3.0%
9-point trend, +11.4%
2016-12-31 2025-12-27

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
HSIC
Mediana de Pares
P/E (TTM)
5-point trend, +38.3%
27.3
23.8
P/S (TTM) (P/V (TTM))
5-point trend, -19.3%
0.8
0.2
P/B (P/C)
5-point trend, -9.5%
3.2
3.5
EV / EBITDA
5-point trend, +1.6%
11.4
Price / FCF (Precio / FCF)
5-point trend, -5.6%
18.1

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
HSIC
Mediana de Pares
Gross Margin (Margen Bruto)
5-point trend, +5.2%
31.1%
13.4%
Operating Margin (Margen Operativo)
5-point trend, -27.9%
5.0%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, -40.7%
3.0%
0.62%
ROA
5-point trend, -52.3%
3.7%
2.8%
ROE
5-point trend, -35.7%
12.0%
12.4%
ROIC
5-point trend, -33.4%
12.4%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
HSIC
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
5-point trend, +1490.5%
0.2
Current Ratio (Ratio corriente)
5-point trend, -17.0%
1.4
0.9
Quick Ratio (Ratio Rápido)
5-point trend, -17.7%
0.6

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
HSIC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +6.3%
4.0%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +6.3%
1.4%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +6.3%
5.4%
EPS YoY (EPS interanual)
5-point trend, -26.5%
7.2%
Net Income YoY (Beneficio Neto interanual)
5-point trend, -36.9%
2.1%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
HSIC
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, -26.5%
$3.27

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
HSIC
Mediana de Pares

HSIC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 25 analistas
  • Compra fuerte 7 28,0%
  • Compra 7 28,0%
  • Mantener 10 40,0%
  • Venta 1 4,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

16 analistas · 2026-08-19
Objetivo mediano $100.00 +10,6%
Objetivo medio $97.56 +7,9%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.01%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $1.27 $1.26 0.01%
31 de marzo de 2026 $1.32 $1.24 0.08%
31 de diciembre de 2025 $1.34 $1.33 0.01%
30 de septiembre de 2025 $1.38 $1.30 0.08%
30 de junio de 2025 $1.10 $1.22 -0.12%
31 de marzo de 2025 $1.15 $1.13 0.02%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
HSIC $8.81B 23.3 4.0% 3.0% 12.0% 31.1%
MCK $242.30B 22.5 12.4% 1.2% -224.3% 3.6%
COR $60.61B 39.3 9.3% 0.48% 144.3% 3.6%
CAH 32.9 14.2% 0.67% -60.5% 3.8%
AHCO $1.35B -19.2 -0.49% -2.2% -4.6%
ACH
MEDS

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 17
Datos anuales de Estado de resultados para HSIC
Métrica Tendencia 20252024202320222021202020192018201720162015
Revenue 11-point trend, +24.0% $13.18B $12.67B $12.34B $12.65B $12.40B $10.12B $9.99B $9.42B $8.88B $11.57B $10.63B
Cost of Revenue 11-point trend, +19.1% $9.08B $8.66B $8.48B $8.82B $8.73B $7.30B $6.89B $6.51B $6.14B $8.35B $7.62B
Gross Profit 11-point trend, +36.5% $4.11B $4.02B $3.86B $3.83B $3.67B $2.82B $3.09B $2.91B $2.75B $3.23B $3.01B
SG&A Expense 11-point trend, +37.8% $3.08B $3.03B $2.96B $2.77B $2.63B $2.09B $2.36B $2.22B $2.07B $2.41B $2.24B
Operating Expenses 3-point trend, +12.2% · · · · · · · $2.70B $2.53B $2.41B ·
Operating Income 11-point trend, -11.0% $653M $621M $615M $747M $852M $535M $718M $601M $670M $772M $734M
Interest Expense 11-point trend, +476.7% $150M $131M $87M $35M $27M $41M $51M $76M $51M $32M $26M
Interest Income 11-point trend, +155.1% $33M $24M $17M $8M $6M $10M $16M $15M $12M $13M $13M
Other Non-op 11-point trend, -2027.7% $-3M $-1M $-3M $1M $0 $-4M $-3M $-3M $-1M $3M $-141.0K
Pretax Income 11-point trend, -26.1% $533M $513M $542M $721M $831M $500M $680M $537M $630M $756M $721M
Income Tax 11-point trend, -40.4% $126M $128M $120M $170M $198M $95M $160M $107M $309M $218M $211M
Net Income 11-point trend, -16.9% $398M $390M $416M $538M $631M $404M $695M $536M $406M $507M $479M
EPS (Basic) 11-point trend, +13.8% $3.29 $3.07 $3.18 $3.95 $4.51 $2.83 $4.70 $3.51 $2.59 $3.14 $2.89
EPS (Diluted) 11-point trend, +14.7% $3.27 $3.05 $3.16 $3.91 $4.45 $2.82 $4.65 $3.49 $2.57 $3.10 $2.85
Shares (Basic) 11-point trend, -27.1% 120,813,977 126,788,997 130,618,990 136,064,221 140,090,889 142,504,193 147,817,000 152,656,000 156,787,000 161,641,000 165,687,000
Shares (Diluted) 11-point trend, -27.7% 121,717,876 127,779,228 131,748,171 137,755,670 141,772,781 143,403,682 149,257,000 153,707,000 158,208,000 163,723,000 168,250,000
EBITDA 10-point trend, +7.9% $964M $918M $863M $959M $1.06B $721M $903M $961M · $941M $893M
Balance general 26
Datos anuales de Balance general para HSIC
Métrica Tendencia 20252024202320222021202020192018201720162015
Cash & Equivalents 10-point trend, +116.4% $156M $122M $171M $117M $118M $421M · $57M $158M $62M $72M
Receivables 11-point trend, +34.2% $1.65B $1.48B $1.86B $1.44B $1.45B $1.42B $1.25B $1.17B $1.52B $1.25B $1.23B
Inventory 11-point trend, +32.6% $2.00B $1.81B $1.81B $1.96B $1.86B $1.51B $1.43B $1.42B $1.93B $1.67B $1.51B
Prepaid Expense 11-point trend, +81.4% $655M $569M $639M $466M $413M $433M $445M $451M $455M $361M $361M
Current Assets 11-point trend, +38.2% $4.46B $3.98B $4.49B $3.99B $3.84B $3.79B $3.23B $4.18B $4.09B $3.34B $3.23B
PP&E (Net) 7-point trend, +15.1% · · · · $366M $342M $330M $314M $375M $334M $318M
PP&E (Gross) 11-point trend, +73.2% $1.38B $1.20B $1.17B $956M $916M $868M $799M $905M $990M $865M $797M
Accum. Depreciation 11-point trend, +58.8% $759M $670M $672M $573M $550M $526M $469M $591M $615M $531M $478M
Goodwill 11-point trend, +120.9% $4.21B $3.89B $3.88B $2.89B $2.85B $2.50B $2.46B $2.08B $1.55B $2.02B $1.91B
Intangibles 11-point trend, +71.7% $1.02B $1.02B $916M $587M $668M $479M $573M $376M $670M $621M $593M
Total Assets 11-point trend, +71.6% $11.21B $10.22B $10.57B $8.61B $8.48B $7.77B $7.15B $8.50B $7.86B $6.81B $6.53B
Accounts Payable 11-point trend, +14.7% $1.15B $962M $1.02B $1.00B $1.05B $1.01B $880M $786M $1.15B $1.01B $1.01B
Short-term Debt 8-point trend, -19.7% $764M $650M $264M $103M $51M $73M $24M $951M · · ·
Current Liabilities 11-point trend, +50.3% $3.23B $2.80B $2.68B $2.22B $2.31B $2.28B $2.04B $3.22B $2.83B $2.32B $2.15B
Capital Leases 8-point trend, +251000000.00 $251M $259M $310M $275M $268M $239M $176M $0 · · ·
Deferred Tax 11-point trend, -42.3% $146M $102M $54M $36M $42M $30M $65M $27M $50M $52M $253M
Other Non-current Liabilities 11-point trend, +129.1% $486M $387M $436M $361M $377M $393M $331M $358M $420M $264M $212M
Total Liabilities 11-point trend, +108.8% $6.42B $5.38B $5.42B $3.94B $3.81B $3.46B $3.23B $4.65B $4.21B $3.35B $3.08B
Long-term Debt 2-point trend, +27.3% · · · $1.05B $822M · · · · · ·
Total Debt 7-point trend, +3086.7% $764M $650M $264M $103M $51M $73M $24M · · · ·
Paid-in Capital 8-point trend, +177000000.00 $177M $0 $0 $0 $0 $0 $48M $0 · · ·
Retained Earnings 11-point trend, +13.7% $3.29B $3.77B $3.86B $3.68B $3.60B $3.45B $3.12B $3.21B $2.94B $2.98B $2.90B
AOCI 11-point trend, -2.8% $-226M $-379M $-206M $-233M $-171M $-108M $-167M $-249M $-130M $-317M $-220M
Stockholders' Equity 11-point trend, +12.5% $3.25B $3.39B $3.65B $3.45B $3.42B $3.35B $3.00B $2.96B $2.81B $2.79B $2.88B
Liabilities + Equity 11-point trend, +72.4% $11.21B $10.22B $10.57B $8.61B $8.48B $7.77B $7.15B $8.50B $7.86B $6.76B $6.50B
Shares Outstanding 11-point trend, -29.8% 115,771,149 124,155,884 129,247,765 131,792,817 137,145,558 142,462,571 143,353,459 151,401,668 153,690,146 158,805,010 164,830,640
Flujo de Efectivo 19
Datos anuales de Flujo de Efectivo para HSIC
Métrica Tendencia 20252024202320222021202020192018201720162015
D&A 11-point trend, +95.4% $311M $297M $248M $212M $210M $186M $185M $144M $134M $170M $159M
Stock-based Comp 11-point trend, -12.6% $39M $39M $39M $54M $78M $9M $45M $33M $37M $58M $45M
Deferred Tax 11-point trend, +180.1% $5M $-61M $-20M $-73M $-11M $-53M $-4M $-25M $1M $-37M $-6M
Amort. of Intangibles 11-point trend, +93.8% $180M $185M $152M $126M $124M $106M $108M $75M $70M $98M $93M
Restructuring 9-point trend, +200.6% $105M $110M $80M $128M $8M · · $54M $0 $46M $35M
Other Non-cash 10-point trend, +54.3% $-41M $183M $-183M $-129M $-199M $54M $-266M $-54M · $-82M $-90M
Operating Cash Flow 11-point trend, +15.7% $712M $848M $500M $602M $710M $599M $654M $685M $546M $643M $616M
CapEx 11-point trend, +93.9% $139M $148M $147M $96M $79M $49M $76M $71M $62M $70M $72M
Investing Cash Flow 11-point trend, -53.8% $-400M $-430M $-1.14B $-276M $-677M $-115M $-424M $-193M $-342M $-316M $-260M
Debt Issued 11-point trend, +262.2% $489M $120M $1.37B $270M $305M $501M $741.0K $115M $200M $261M $135M
Net Debt Issued 10-point trend, +772.2% $445M $-198M $900M $211M $183M $-110M $-260M $87M · $245M $-66M
Stock Issued 3-point trend, +250000000.00 $250M $0 $0 · · · · · · · ·
Stock Repurchased 11-point trend, +183.5% $850M $385M $250M $485M $401M $74M $525M $200M $450M $550M $300M
Net Stock Activity 10-point trend, -100.1% $-600M $-385M $-250M $-485M $-401M $-74M $-525M $-200M · $-550M $-300M
Financing Cash Flow 11-point trend, +46.0% $-188M $-510M $701M $-315M $-333M $-187M $-216M $-604M $-113M $-327M $-348M
Net Change in Cash 11-point trend, +295.5% $34M $-49M $54M $-1M $-303M $315M $26M $-94M $225M $-10M $-17M
Taxes Paid $128M · · · · · · · · · ·
Free Cash Flow 10-point trend, +11.2% $573M $700M $353M $506M $631M $550M $578M $594M · $545M $515M
Levered FCF 10-point trend, -7.7% $458M $602M $285M $472M $610M $517M $539M $533M · $523M $497M
Rentabilidad 8
Datos anuales de Rentabilidad para HSIC
Métrica Tendencia 20252024202320222021202020192018201720162015
Gross Margin 10-point trend, +9.9% 31.1% 31.7% 31.3% 30.3% 29.6% 27.8% 30.9% 27.2% · 28.0% 28.3%
Operating Margin 10-point trend, -28.3% 5.0% 4.9% 5.0% 5.9% 6.9% 5.3% 7.2% 5.7% · 6.7% 6.9%
Net Margin 10-point trend, -33.0% 3.0% 3.1% 3.4% 4.2% 5.1% 4.0% 7.0% 4.1% · 4.4% 4.5%
Pretax Margin 10-point trend, -40.4% 4.0% 4.0% 4.4% 5.7% 6.7% 4.9% 6.8% 5.3% · 6.5% 6.8%
EBITDA Margin 10-point trend, -13.0% 7.3% 7.2% 7.0% 7.6% 8.6% 7.1% 9.0% 7.3% · 8.1% 8.4%
ROA 10-point trend, -51.1% 3.7% 3.8% 4.3% 6.3% 7.8% 5.4% 8.9% 6.6% · 7.6% 7.6%
ROE 10-point trend, -28.7% 12.0% 11.1% 11.7% 15.7% 18.6% 12.7% 23.3% 18.6% · 17.8% 16.8%
ROIC 10-point trend, -30.8% 12.4% 11.5% 12.2% 16.1% 18.7% 12.7% 18.2% 19.7% · 19.7% 18.0%
Liquidez y Solvencia 4
Datos anuales de Liquidez y Solvencia para HSIC
Métrica Tendencia 20252024202320222021202020192018201720162015
Current Ratio 10-point trend, -8.1% 1.4 1.4 1.7 1.8 1.7 1.7 1.6 1.3 · 1.4 1.5
Quick Ratio 10-point trend, -7.7% 0.6 0.6 0.8 0.7 0.7 0.6 0.6 0.5 · 0.6 0.6
Debt / Equity 7-point trend, +2842.5% 0.2 0.2 0.1 0.0 0.0 0.0 0.0 · · · ·
Interest Coverage 10-point trend, -84.6% 4.4 4.7 7.1 17.0 30.9 12.9 14.1 9.6 · 24.2 28.2
Eficiencia 3
Datos anuales de Eficiencia para HSIC
Métrica Tendencia 20252024202320222021202020192018201720162015
Asset Turnover 10-point trend, -26.8% 1.2 1.2 1.3 1.5 1.5 1.4 1.3 1.6 · 1.7 1.7
Inventory Turnover 10-point trend, -11.3% 4.8 4.8 4.5 4.6 5.2 5.0 4.8 4.9 · 5.3 5.4
Receivables Turnover 10-point trend, -6.7% 8.4 7.6 7.5 8.7 8.6 7.6 8.3 8.4 · 9.3 9.0
Por Acción 5
Datos anuales de Por Acción para HSIC
Métrica Tendencia 20252024202320222021202020192018201720162015
Book Value / Share 10-point trend, -19.9% $28.03 $27.33 $28.28 $26.15 $24.97 $23.50 $20.91 $19.56 · $35.18 $35.00
Revenue / Share 10-point trend, -14.3% $108.32 $99.18 $93.66 $91.81 $87.47 $70.56 $66.90 $85.89 · $141.36 $126.36
Cash Flow / Share 10-point trend, -16.1% $5.85 $6.64 $3.80 $4.37 $5.00 $4.18 $4.38 $4.45 · $7.52 $6.98
Cash / Share 8-point trend, +54.1% $1.35 $0.98 $1.32 $0.89 $0.86 · · $0.53 · $0.79 $0.87
EPS (TTM) 10-point trend, +14.7% $3.27 $3.05 $3.16 $3.91 $4.45 $2.82 $4.65 $3.49 · $3.10 $2.85
Tasas de Crecimiento 9
Datos anuales de Tasas de Crecimiento para HSIC
Métrica Tendencia 20252024202320222021202020192018201720162015
Revenue YoY 5-point trend, -82.1% 4.0% 2.7% -2.4% 2.0% 22.6% · · · · · ·
Revenue CAGR 3Y 3-point trend, -79.5% 1.4% 0.73% 6.8% · · · · · · · ·
Revenue CAGR 5Y 5.4% · · · · · · · · · ·
EPS YoY 5-point trend, -87.5% 7.2% -3.5% -19.2% -12.1% 57.8% · · · · · ·
EPS CAGR 3Y 3-point trend, -249.4% -5.8% -11.8% 3.9% · · · · · · · ·
EPS CAGR 5Y 3.0% · · · · · · · · · ·
Net Income YoY 5-point trend, -96.4% 2.1% -6.2% -22.7% -14.7% 56.2% · · · · · ·
Net Income CAGR 3Y 3-point trend, -1075.5% -9.6% -14.8% 0.98% · · · · · · · ·
Net Income CAGR 5Y -0.30% · · · · · · · · · ·
Valoración (TTM) 14
Datos anuales de Valoración (TTM) para HSIC
Métrica Tendencia 20252024202320222021202020192018201720162015
Revenue TTM 10-point trend, +24.0% $13.18B $12.67B $12.34B $12.65B $12.40B $10.12B $9.99B $9.42B · $11.57B $10.63B
Net Income TTM 10-point trend, -16.9% $398M $390M $416M $538M $631M $404M $695M $536M · $507M $479M
Market Cap 10-point trend, +73.6% $8.81B $8.74B $9.79B $10.53B $10.28B $9.38B $9.54B $9.25B · $4.72B $5.08B
Enterprise Value 5-point trend, -7.7% $9.42B $9.27B $9.88B $10.51B $10.21B · · · · · ·
P/E 10-point trend, +7.7% 23.3 23.1 24.0 20.4 16.8 23.3 14.3 17.5 · 19.2 21.6
P/S 10-point trend, +40.0% 0.7 0.7 0.8 0.8 0.8 0.9 1.0 1.0 · 0.4 0.5
P/B 10-point trend, +54.3% 2.7 2.6 2.7 3.1 3.0 2.8 3.2 3.1 · 1.7 1.8
P / Tangible Book · · · · · 25.7 · · · · ·
P / Cash Flow 10-point trend, +43.1% 12.4 10.3 19.6 17.5 14.5 15.7 14.6 13.5 · 7.7 8.7
P / FCF 10-point trend, +56.1% 15.4 12.5 27.7 20.8 16.3 17.0 16.5 15.6 · 8.7 9.9
EV / EBITDA 5-point trend, +1.6% 9.8 10.1 11.4 11.0 9.6 · · · · · ·
EV / FCF 5-point trend, +1.6% 16.4 13.2 28.0 20.8 16.2 · · · · · ·
EV / Revenue 5-point trend, -13.2% 0.7 0.7 0.8 0.8 0.8 · · · · · ·
Earnings Yield 10-point trend, -7.1% 4.3% 4.3% 4.2% 4.9% 5.9% 4.3% 7.0% 5.7% · 5.2% 4.6%

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-272024-12-282023-12-302022-12-312021-12-25
Ingresos $13.18B$12.67B$12.34B$12.65B$12.40B
Margen Bruto % 31.1%31.7%31.3%30.3%29.6%
Margen Operativo % 5.0%4.9%5.0%5.9%6.9%
Beneficio neto $398M$390M$416M$538M$631M
EPS Diluido $3.27$3.05$3.16$3.91$4.45
Balance general
2025-12-272024-12-282023-12-302022-12-312021-12-25
Deuda / Patrimonio 0.20.20.10.00.0
Ratio corriente 1.41.41.71.81.7
Ratio Rápido 0.60.60.80.70.7
Flujo de Efectivo
2025-12-272024-12-282023-12-302022-12-312021-12-25
Flujo de caja libre $573M$700M$353M$506M$631M

Últimas noticias Noticias recientes que mencionan a esta empresa

Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

📊

Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Propietarios institucionales (13F) 603 declarantes · $7.6B total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
68 (-4 vs trimestre anterior) 60 (+14 vs trimestre anterior) 172 (-5 vs trimestre anterior) 203 (+21 vs trimestre anterior) +14.5M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
Kohlberg Kravis Roberts & Co. L.P. $1 307 257 713 15 652 032 17,12% Acciones
Artisan Partners Limited Partnership $540 162 844 6 467 467 7,07% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $530 073 795 6 346 669 6,94% Acciones
STATE STREET CORP $359 576 652 4 305 276 4,71% Acciones
FMR LLC $349 717 366 4 187 229 4,58% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $345 225 076 4 133 442 4,52% Acciones
AMERICAN CENTURY COMPANIES INC $288 743 396 3 457 175 3,78% Acciones
Southpoint Capital Advisors LP $275 616 000 3 300 000 3,61% Acciones
DIMENSIONAL FUND ADVISORS LP $256 689 867 3 073 394 3,36% Acciones
CITADEL ADVISORS LLC $243 970 272 2 921 100 3,20% Acciones
Palestra Capital Management LLC $204 347 632 2 446 691 2,68% Acciones
GEODE CAPITAL MANAGEMENT, LLC $200 544 294 2 405 837 2,63% Acciones
FIDUCIARY MANAGEMENT INC /WI/ $151 785 323 1 817 353 1,99% Acciones
Burgundy Asset Management Ltd. $151 049 204 2 170 871 1,98% Acciones
LYRICAL ASSET MANAGEMENT LP $122 553 156 1 467 351 1,60% Acciones
Swedbank AB $109 479 854 1 310 822 1,43% Acciones
M.D. Sass, LLC $107 485 396 1 286 942 1,41% Acciones
SNYDER CAPITAL MANAGEMENT L P $107 341 992 1 285 225 1,41% Acciones
NORGES BANK $103 383 729 1 237 832 1,35% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $86 592 951 1 036 793 1,13% Acciones
NOMURA HOLDINGS INC $77 065 658 922 721 1,01% Acciones
PZENA INVESTMENT MANAGEMENT LLC $71 888 420 860 733 0,94% Acciones
Ananym Capital Management, LP $57 978 164 694 183 0,76% Acciones
Ulysses Management LLC $55 570 700 665 358 0,73% Acciones
STALEY CAPITAL ADVISERS INC $55 252 489 661 548 0,72% Acciones
DME Capital Management, LP $52 173 274 624 680 0,68% Acciones
VANGUARD FIDUCIARY TRUST CO $45 489 502 544 654 0,60% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $35 970 895 430 686 0,47% Acciones
GOLDMAN SACHS GROUP INC $35 392 853 423 765 0,46% Acciones
Clarkston Capital Partners, LLC $35 168 100 421 074 0,46% Acciones
LONE PEAK GLOBAL INVESTORS LLC $33 404 158 399 954 0,44% Acciones
GAMCO INVESTORS, INC. ET AL $30 537 668 365 633 0,40% Acciones
PRIVATE MANAGEMENT GROUP INC $27 285 483 326 694 0,36% Acciones
BNP PARIBAS FINANCIAL MARKETS $25 194 142 301 654 0,33% Acciones
BlackRock, Inc. $24 670 305 295 382 0,32% Acciones
GABELLI FUNDS LLC $24 182 047 289 536 0,32% Acciones
Zuckerman Investment Group, LLC $24 062 613 288 106 0,32% Acciones
JANE STREET GROUP, LLC $22 976 352 275 100 0,30% Opción de compra
Petrus Trust Company, LTA $22 550 400 270 000 0,30% Acciones
P2 Capital Partners, LLC $22 089 871 264 486 0,29% Acciones
BANK OF AMERICA CORP /DE/ $21 414 277 256 397 0,28% Acciones
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $21 151 189 253 247 0,28% Acciones
RHUMBLINE ADVISERS $21 008 017 251 534 0,28% Acciones
UBS Group AG $20 880 000 250 000 0,27% Opción de venta
LAZARD ASSET MANAGEMENT LLC $20 493 720 245 375 0,27% Acciones
Cresset Asset Management, LLC $20 165 236 241 442 0,26% Acciones
Balyasny Asset Management L.P. $19 401 863 232 302 0,25% Acciones
Quantinno Capital Management LP $18 131 858 217 096 0,24% Acciones
Vanguard Global Advisers, LLC $17 149 245 205 331 0,22% Acciones
FIRST TRUST ADVISORS LP $16 585 245 198 579 0,22% Acciones
EVERETT HARRIS & CO /CA/ $16 551 743 198 177 0,22% Acciones
California Public Employees Retirement System $16 351 212 195 776 0,21% Acciones
Swiss National Bank $16 344 864 195 700 0,21% Acciones
Leith Wheeler Investment Counsel Ltd. $15 975 960 191 283 0,21% Acciones
WESTWOOD HOLDINGS GROUP INC $15 708 859 188 085 0,21% Acciones
Woodline Partners LP $15 637 951 187 236 0,20% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $14 874 912 178 100 0,19% Opción de compra
Amundi $14 369 366 172 047 0,19% Acciones
Stephens Investment Management Group LLC $14 100 765 168 831 0,18% Acciones
NUANCE INVESTMENTS, LLC $14 045 116 168 165 0,18% Acciones
JANE STREET GROUP, LLC $13 541 515 162 135 0,18% Acciones
BARCLAYS PLC $12 852 476 153 885 0,17% Acciones
James J. Burns & Company, LLC $12 843 455 153 777 0,17% Acciones
Ulysses Management LLC $12 528 000 150 000 0,16% Opción de compra
Marathon Asset Management Ltd $11 609 195 139 002 0,15% Acciones
CLARK ESTATES INC/NY $11 275 200 135 000 0,15% Acciones
PFM Health Sciences, LP $11 227 009 134 423 0,15% Acciones
Holocene Advisors, LP $10 191 528 122 025 0,13% Acciones
Mitsubishi UFJ Asset Management Co., Ltd. $10 070 173 120 572 0,13% Acciones
HEARTLAND ADVISORS INC $10 022 400 120 000 0,13% Acciones
BANK OF NOVA SCOTIA $9 519 692 113 981 0,12% Acciones
VICTORY CAPITAL MANAGEMENT INC $9 502 822 113 779 0,12% Acciones
HFR Wealth Management, LLC $9 454 965 113 206 0,12% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $9 138 210 123 992 0,12% Acciones
Illinois Municipal Retirement Fund $8 914 173 106 731 0,12% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $8 898 137 106 539 0,12% Acciones
Clearline Capital LP $8 696 854 104 129 0,11% Acciones
Stenger Family Office, LLC $8 511 793 24 721 0,11% Acciones
FIRST MANHATTAN CO. LLC. $8 509 769 101 889 0,11% Acciones
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $8 184 793 97 998 0,11% Acciones
LAKEWOOD CAPITAL MANAGEMENT, LP $8 101 440 97 000 0,11% Acciones
Man Group plc $7 975 325 95 490 0,10% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $7 705 472 92 259 0,10% Acciones
BANYAN CAPITAL MANAGEMENT, INC. $7 621 951 91 259 0,10% Acciones
ENVESTNET ASSET MANAGEMENT INC $7 521 178 90 052 0,10% Acciones
NEUBERGER BERMAN GROUP LLC $6 802 084 81 443 0,09% Acciones
ALLIANCEBERNSTEIN L.P. $6 719 450 91 173 0,09% Acciones
FRANKLIN RESOURCES INC $6 613 615 79 186 0,09% Acciones
Berger Financial Group, Inc $6 535 023 78 245 0,09% Acciones
WINTON GROUP Ltd $6 439 392 77 100 0,08% Acciones
RIVER GLOBAL INVESTORS LLP $6 404 253 92 547 0,08% Acciones
Brandywine Global Investment Management, LLC $6 305 262 83 425 0,08% Acciones
Foyston, Gordon & Payne Inc $6 304 173 75 481 0,08% Acciones
Allianz Asset Management GmbH $6 210 714 74 362 0,08% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $6 145 736 73 584 0,08% Acciones
AdvisorShares Investments LLC $5 879 892 70 401 0,08% Acciones
PNC Financial Services Group, Inc. $5 687 294 68 095 0,07% Acciones
Squarepoint Ops LLC $5 369 083 64 285 0,07% Acciones
Cinctive Capital Management LP $5 110 088 61 184 0,07% Acciones
RAYMOND JAMES FINANCIAL INC $4 965 598 59 454 0,07% Acciones

Informantes de la empresa 51 insiders · 23 directivos · 21 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Andrea Albertini CEO, Global Dist. & Tech. 10 de diciembre de 2025 F 65 900 0 0 $0
Bradford C Connett CEO, NA Distribution Group 19 de marzo de 2025 S 62 688 0 0 $0
Thomas C Popeck CEO, Henry Schein Products 14 de marzo de 2025 D 36 257 0 0 $0
David B Brous Jr CEO, Strategic Business Group 12 de junio de 2023 S 68 690 0 0 $0
Karen Prange EVP&CEO Gl.AH.Med.Den.Sur.Grp 2 de marzo de 2018 A 62 902 0 0 $0
Lonnie Shoff CEO, Global Strat Port Grp 15 de marzo de 2016 S 31 000 0 0 $0
Ronald N. South SVP & Chief Financial Officer 14 de marzo de 2025 D 81 374 0 0 $0
James P Breslawski President 14 de marzo de 2025 D 200 227 0 0 $0
Bridget A Ross President, Global Medical Grp 6 de marzo de 2017 A 9 654 0 0 $0
Michael Zack President of Int'l Group 7 de marzo de 2013 M 48 716 0 0 $0
Michael S Ettinger EVP & Chief Operating Officer 19 de noviembre de 2025 G 101 622 0 0 $0
Mark E Mlotek EVP, Chief Strategic Officer 16 de marzo de 2026 F 98 372 0 2 $-478 758
Walter Siegel Sr. VP & Chief Legal Officer 14 de marzo de 2025 D 43 191 0 0 $0
Lorelei Mcglynn SVP, Chief Human Res. Officer 6 de septiembre de 2024 S 71 833 0 0 $0
Gerald A Benjamin EVP, Chief Admin. Officer 26 de mayo de 2022 S 95 616 0 0 $0
David Mckinley CCO&Pres. Corp. Com. Dev. Grp. 30 de noviembre de 2018 S 68 012 0 0 $0
Paul Rose SVP, Global Supply Chain 6 de septiembre de 2017 S 17 841 0 0 $0
Robert Minowitz Pres., Int'l Dental Group EMEA 12 de mayo de 2017 S 22 943 0 0 $0
Michael Racioppi SVP Chief Merchandising Offic. 20 de marzo de 2017 M 23 088 0 0 $0
Peter M. Mccarthy Pres., Global Animal Health 13 de marzo de 2017 S 14 277 0 0 $0
James A. Harding SVP, Chief Technology Officer 8 de marzo de 2017 S 16 589 0 0 $0
Stanley Komaroff Senior Advisor 2 de marzo de 2016 F 25 144 0 0 $0
Leonard A David SVP, Chief Compliance Officer 17 de marzo de 2015 S 12 343 0 0 $0
William K Daniel Consejero 12 de junio de 2026 A 7 641 1 0 $691 900
Bradley T Sheares Consejero 6 de marzo de 2026 A 47 623 0 0 $0
Philip A Laskawy Consejero 6 de marzo de 2026 A 24 538 0 1 $-228 544
Reed Vaughn Tuckson Consejero 11 de junio de 2025 F 9 943 0 0 $0
Carol Raphael Consejero 21 de mayo de 2025 F 33 538 0 0 $0
Anne H. Margulies Consejero 5 de marzo de 2025 F 20 576 0 0 $0
Scott Philip Serota Consejero 4 de marzo de 2025 A 8 213 0 0 $0
Carole T Faig Consejero 4 de marzo de 2025 A 5 448 0 0 $0
Mohamad Ali Consejero 4 de marzo de 2025 A 12 498 0 0 $0
Robert J. Hombach Consejero 4 de marzo de 2025 A 2 844 0 0 $0
Steven Paladino Consejero 4 de marzo de 2024 A 138 272 0 0 $0
Dianne E Rekow Consejero 16 de marzo de 2022 A 18 526 0 0 $0
Barry J Alperin Consejero 16 de marzo de 2022 A 52 473 0 0 $0
Paul Brons Consejero 3 de marzo de 2021 F 16 854 0 0 $0
Shira Goodman Consejero 3 de marzo de 2021 A 5 689 0 0 $0
Lawrence S Bacow Consejero 6 de marzo de 2018 F 10 115 0 0 $0
Donald J Kabat Consejero 6 de marzo de 2018 F 10 874 0 0 $0
Louis W Sullivan Consejero 31 de marzo de 2016 A 14 096 0 0 $0
Norman S Matthews Consejero 31 de marzo de 2016 A 12 890 0 0 $0
Karyn Mashima Consejero 10 de marzo de 2014 F 19 269 0 0 $0
Irving Shafran Consejero 20 de noviembre de 2003 S 750 000 0 0 $0
HENRY SCHEIN INC Propietario del 10% 7 de febrero de 2019 J 0 0 0 $0
Stanley M Bergman 26 de mayo de 2026 G 253 279 0 5 $-7 544 687
Kurt P Kuehn 10 de marzo de 2026 S 15 420 0 1 $-224 562
Deborah Derby 6 de marzo de 2026 A 15 093 0 0 $0
Joseph L Herring 6 de marzo de 2026 A 30 325 0 0 $0
Margaret A Hamburg 20 de mayo de 2009 M 0 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Activistas y propietarios del %+ 5 2 tenencias

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
KKR Hawaii Holdings L.P., KKR Hawaii Holdings GP LLC, KKR Hawaii Aggregator L.P., KKR Hawaii Aggregator GP LLC, KKR North America Fund XIII SCSp, KKR Associates North America XIII SCSp, KKR North America XIII S.a r.l., KKR North America XIII Holdings Limited, MH Sub I, LLC, Indigo Intermediate Co II, LLC, IB Aggregator II L.P., KKR Indigo Aggregator III GP LLC, KKR Americas Fund XII (Indigo) L.P., KKR Associates Americas XII AIV L.P., KKR Americas XII AIV GP LLC, KKR Group Partnership L.P., KKR Group Holdings Corp., KKR Group Co. Inc., KKR & Co. Inc., KKR Management LLP, Henry R. Kravis, George R. Roberts ×4 presentaciones 10 de marzo de 2026 16,40% Enmienda SEC
KKR Hawaii Aggregator L.P., KKR Hawaii Aggregator GP LLC, KKR North America Fund XIII SCSp, KKR Associates North America XIII SCSp, KKR North America XIII S.a r.l., KKR North America XIII Holdings Limited, MH Sub I, LLC, Indigo Intermediate Co II, LLC, IB Aggregator II L.P., KKR Indigo Aggregator III GP LLC, KKR Americas Fund XII (Indigo) L.P., KKR Associates Americas XII AIV L.P., KKR Americas XII AIV GP LLC, KKR Group Partnership L.P., KKR Group Holdings Corp., KKR Group Co. Inc., KKR & Co. Inc., KKR Management LLP, Henry R. Kravis, George R. Roberts ×4 presentaciones 8 de agosto de 2025 13,00% Enmienda SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Propiedad de ETFs Mantenido por 124 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
RSPH · Invesco Exchange-Traded Fund Trust 1,69% 150 301 SH 8 de agosto de 2026 Diario
FLV · AMERICAN CENTURY ETF TRUST 1,67% 76 819 NS 31 de mayo de 2026 N-PORT
FXH · First Trust Exchange-Traded AlphaDE… 1,31% 154 050 NS 30 de abril de 2026 N-PORT
GURU · Global X Funds 1,05% 8 187 NS 30 de abril de 2026 N-PORT
TAX · EA Series Trust 0,98% 3 244 NS 29 de mayo de 2026 N-PORT
RPV · Invesco Exchange-Traded Fund Trust 0,64% 123 268 SH 8 de agosto de 2026 Diario
SMMV · iShares Trust 0,60% 19 668 SH 8 de agosto de 2026 Diario
FBCV · FIDELITY COVINGTON TRUST 0,35% 7 509 NS 30 de abril de 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,31% 13 083 NS 30 de abril de 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,31% 17 947 NS 30 de abril de 2026 N-PORT
ANEW · ProShares Trust 0,28% 283 NS 31 de mayo de 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0,28% 55 872 SH 8 de agosto de 2026 Diario
ISCV · iShares Trust 0,26% 20 602 SH 8 de agosto de 2026 Diario
DEUS · DBX ETF Trust 0,22% 7 905 NS 29 de mayo de 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,22% 4 614 NS 31 de mayo de 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0,21% 2 354 606 SH 8 de agosto de 2026 Diario
DFVE · DoubleLine ETF Trust 0,21% 765 NS 31 de marzo de 2026 N-PORT
SPXD · DBX ETF Trust 0,20% 181 NS 31 de mayo de 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,20% 16 567 NS 30 de abril de 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0,18% 245 NS 31 de mayo de 2026 N-PORT
ESML · iShares Trust 0,18% 58 273 SH 8 de agosto de 2026 Diario
DFAS · Dimensional ETF Trust 0,18% 333 590 NS 30 de abril de 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,18% 55 767 NS 30 de abril de 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,17% 1 416 056 SH 8 de agosto de 2026 Diario
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,16% 42 689 NS 30 de abril de 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,14% 270 326 NS 31 de mayo de 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,14% 4 118 NS 30 de abril de 2026 N-PORT
IYH · iShares Trust 0,14% 58 901 SH 8 de agosto de 2026 Diario
FNX · First Trust Exchange-Traded AlphaDE… 0,14% 24 631 NS 30 de abril de 2026 N-PORT
ISCB · iShares Trust 0,13% 4 208 SH 8 de agosto de 2026 Diario
FHLC · FIDELITY COVINGTON TRUST 0,13% 48 980 NS 30 de abril de 2026 N-PORT
NUSC · Nushares ETF Trust 0,12% 21 075 NS 30 de abril de 2026 N-PORT
VHT · VANGUARD WORLD FUND 0,12% 293 098 SH 8 de agosto de 2026 Diario
SMMD · iShares Trust 0,12% 49 577 SH 8 de agosto de 2026 Diario
RXL · ProShares Trust 0,11% 1 043 NS 31 de mayo de 2026 N-PORT
IXJ · iShares Trust 0,11% 51 636 SH 8 de agosto de 2026 Diario
CURE · Direxion Shares ETF Trust 0,11% 1 994 NS 30 de abril de 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0,10% 2 230 411 SH 8 de agosto de 2026 Diario
IEDI · iShares U.S. ETF Trust 0,10% 316 SH 8 de agosto de 2026 Diario
EQAL · Invesco Exchange-Traded Fund Trust … 0,10% 9 299 SH 8 de agosto de 2026 Diario
VFMF · VANGUARD WELLINGTON FUND 0,09% 7 550 SH 8 de agosto de 2026 Diario
IWS · iShares Trust 0,08% 148 171 SH 8 de agosto de 2026 Diario
DFAT · Dimensional ETF Trust 0,08% 146 387 NS 30 de abril de 2026 N-PORT
WSML · iShares Trust 0,08% 5 958 SH 8 de agosto de 2026 Diario
TILT · FlexShares Trust 0,08% 20 790 NS 30 de abril de 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0,07% 82 484 SH 8 de agosto de 2026 Diario
VFVA · VANGUARD WELLINGTON FUND 0,07% 7 214 SH 8 de agosto de 2026 Diario
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,07% 6 605 NS 30 de abril de 2026 N-PORT
IWR · iShares Trust 0,06% 401 448 SH 8 de agosto de 2026 Diario
JSTC · Tidal Trust I 0,06% 2 708 NS 31 de mayo de 2026 N-PORT