Fox Run Management L.L.C. purchased a new stake in DENTSPLY SIRONA Inc. (NASDAQ:XRAY – Free Report) during the 3rd quarter, Holdings Channel.com reports. The fund purchased 42,690 shares of the medical instruments supplier’s stock, valued at approximately $542,000.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. AQR Capital Management LLC boosted its holdings in shares of DENTSPLY SIRONA by 109.8% in the 2nd quarter. AQR Capital Management LLC now owns 13,316,771 shares of the medical instruments supplier’s stock valued at $211,470,000 after buying an additional 6,970,086 shares in the last quarter. Norges Bank acquired a new position in DENTSPLY SIRONA in the second quarter valued at $39,700,000. Goldman Sachs Group Inc. grew its holdings in shares of DENTSPLY SIRONA by 827.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,434,925 shares of the medical instruments supplier’s stock worth $36,378,000 after purchasing an additional 2,172,343 shares during the last quarter. Brickwood Asset Management LLP grew its holdings in shares of DENTSPLY SIRONA by 5,515.8% during the third quarter. Brickwood Asset Management LLP now owns 1,524,074 shares of the medical instruments supplier’s stock worth $19,340,000 after purchasing an additional 1,496,935 shares during the last quarter. Finally, Vanguard Group Inc. increased its position in shares of DENTSPLY SIRONA by 4.1% during the third quarter. Vanguard Group Inc. now owns 22,006,576 shares of the medical instruments supplier’s stock worth $279,263,000 after purchasing an additional 869,566 shares in the last quarter. Institutional investors and hedge funds own 95.70% of the company’s stock.
Insider Activity
In other news, Director Gregory T. Lucier sold 82,200 shares of the stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $11.14, for a total transaction of $915,708.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.50% of the company’s stock.
DENTSPLY SIRONA Stock Performance
DENTSPLY SIRONA (NASDAQ:XRAY – Get Free Report) last announced its quarterly earnings data on Thursday, February 26th. The medical instruments supplier reported $0.27 EPS for the quarter, missing analysts’ consensus estimates of $0.28 by ($0.01). The firm had revenue of $961.00 million for the quarter, compared to analysts’ expectations of $926.40 million. DENTSPLY SIRONA had a positive return on equity of 17.62% and a negative net margin of 16.25%.The firm’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.26 EPS. DENTSPLY SIRONA has set its FY 2026 guidance at 1.400-1.500 EPS. On average, sell-side analysts expect that DENTSPLY SIRONA Inc. will post 1.84 EPS for the current year.
DENTSPLY SIRONA Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Friday, January 9th. Shareholders of record on Friday, December 26th were given a dividend of $0.16 per share. The ex-dividend date was Friday, December 26th. This represents a $0.64 annualized dividend and a yield of 4.4%. DENTSPLY SIRONA’s payout ratio is presently -14.48%.
Key DENTSPLY SIRONA News
Here are the key news stories impacting DENTSPLY SIRONA this week:
- Positive Sentiment: Company announced a $120 million restructuring to redirect annual savings into a “Return-to-Growth” plan (innovation, clinical and sales investment), eliminated the dividend and said it will redeploy capital toward debt paydown and share repurchases — a clear priority shift that drove buying interest. Dentsply Sirona Reports Fourth Quarter and Full Year 2025 Results
- Positive Sentiment: Top-line beat: Q4 net sales of $961M topped Street estimates and rose 6.2% year-over-year, a sign that demand trends held up despite cost issues. Dentsply Sirona’s Q4 CY2025 sales top estimates
- Neutral Sentiment: Analysts nudged price targets higher: Wells Fargo raised its target to $13 with an “equal weight” rating and Robert W. Baird raised its target to $14 with a “neutral” rating — upgrades that signal some analyst confidence but still leave implied downside vs. the current trading level. Analyst Price Target Moves (Benzinga) TickerReport: Baird PT Raise
- Neutral Sentiment: Earnings call and transcripts available for detail — useful for investors who want management commentary on the restructuring, capital allocation and product road map. Earnings Call Transcript
- Negative Sentiment: Reported adjusted EPS of $0.27 missed consensus by $0.01 and the quarter included a GAAP net loss of $146M driven by ~$144M of goodwill/intangible impairments — items that pressure near-term reported profitability. Earnings Miss Coverage (Zacks)
- Negative Sentiment: FY2026 revenue guidance of $3.5B–$3.6B sits below consensus (~$3.7B), signaling a softer top-line outlook even as adjusted EPS guidance of $1.40–$1.50 is roughly in line — the revenue gap is a downside catalyst to monitor. Company Outlook (GlobeNewswire)
- Negative Sentiment: Legal risk: Halper Sadeh LLC has opened a shareholder investigation into possible fiduciary breaches, which could create headline risk and distract management. Halper Sadeh Investigation Notice
Analyst Ratings Changes
A number of analysts recently issued reports on the company. Mizuho upped their target price on DENTSPLY SIRONA from $13.00 to $14.00 and gave the company a “neutral” rating in a research report on Tuesday, January 20th. UBS Group decreased their price objective on DENTSPLY SIRONA from $17.00 to $16.00 and set a “buy” rating for the company in a report on Tuesday, February 3rd. Barrington Research restated an “outperform” rating and set a $14.00 target price on shares of DENTSPLY SIRONA in a research report on Monday, January 5th. Stifel Nicolaus set a $13.00 price target on shares of DENTSPLY SIRONA in a research report on Thursday, November 6th. Finally, Zacks Research cut shares of DENTSPLY SIRONA from a “hold” rating to a “strong sell” rating in a research note on Monday, November 10th. Three research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, DENTSPLY SIRONA currently has an average rating of “Hold” and an average price target of $14.00.
Check Out Our Latest Research Report on DENTSPLY SIRONA
DENTSPLY SIRONA Company Profile
Dentsply Sirona Inc (NASDAQ: XRAY) is a leading global manufacturer of professional dental products and technologies. The company, formed through the merger of Dentsply International and Sirona Dental Systems in February 2016, brings together a long heritage of innovation in dental care. Headquartered in Charlotte, North Carolina, Dentsply Sirona develops and markets a comprehensive range of dental consumables, laboratory products, and advanced imaging and CAD/CAM systems.
The company’s product portfolio spans preventive, restorative, orthodontic, endodontic and surgical care.
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