XRAY Earnings
Thursday, May 07 2026
EPS Estimate
$0.28
$0.22 – $0.40
Revenue Estimate
$843M
Current Price
$12.31
Our Position
neutralDentsply Ditches Dividend for Buyback
structured data
est. revisions rising
(+12.5pp / 30d)
Eliminating the dividend frees up cash for buybacks at depressed valuations, which can offset EPS dilution from revenue headwinds — but only if execution sticks and sales stabilize. The 2026 guidance still assumes contraction, meaning the buyback thesis depends on market returning before the cash burn becomes a problem.
Watch: Watch Q1 2026 orders and procedure volumes to see if the guidance range holds. A steeper revenue miss would force buyback cuts and expose the capital allocation as defensive rather than opportunistic.
Data Signal Summary
3 bullish
2 bearish
Estimates down -5%
Insider buying cluster
Put/call 0.2 (bullish skew)
Analysts: bullish
Price downtrend
Key Context
Analyst Consensus
bullish
Insider Activity
buying
Price Trend
downtrend
From 52w High
-3.8%
Est. Revisions (30d)
-4.9% 0up/3dn
Analyst Target (mean)
$14 $10–$18 +15%
Options P/C Ratio
0.22
Est. Dispersion
64% 15 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, Renaissance, Bridgewater, Two Sigma
Recent Activity
insider trades
149 transactions
Award
·
HOSEIN CLYDE R (Director)
·7,994 shares
Buy
·
LUCIER GREGORY T (Director)
·15,000 shares
·$186,675
Buy
·
FORBES JAMES D (Director)
·5,000 shares
·$62,400
Award
·
FROHNING ANDREA L (Officer)
·26,786 shares
Award
·
SCAVILLA DANIEL T (Chief Executive Officer)
·145,089 shares
144 more
Award
·
JOHNSON ROBERT ANTHONY
·44,643 shr
Award
·
CZERNEY KEVIN J.
·13,690 shr
Award
·
DENTI ALDO MARIANO ROBERTO
·59,524 shr
Buy
·
LUCIER GREGORY T
·50,000 shr
·$707,379
Buy
·
FORBES JAMES D
·5,000 shr
·$67,345
Award
·
FROHNING ANDREA L
·8,861 shr
Award
·
JOHNSON ROBERT ANTHONY
·9,599 shr
Award
·
CZERNEY KEVIN J.
·1,478 shr
Award
·
ZURBAY DONALD J
·6,871 shr
Award
·
LUCIER GREGORY T
·341 shr
Award
·
HOLDEN BETSY D
·710 shr
Award
·
BARBER MICHAEL J
·245 shr
Award
·
DEESE WILLIE A
·201 shr
Award
·
GLADDEN BRIAN T
·314 shr
Award
·
MAZELSKY JONATHAN JAY
·395 shr
Award
·
VERGIS JANET S
·200 shr
Award
·
FROHNING ANDREA L
·392 shr
Award
·
SCAVILLA DANIEL T
·245 shr
Award
·
VARON LESLIE F.
·198 shr
Award
·
HOSEIN CLYDE R
·355 shr
Award
·
JOHNSON ROBERT ANTHONY
·641 shr
Award
·
CZERNEY KEVIN J.
·262 shr
Sell
·
LUCIER GREGORY T
·82,200 shr
·$915,708
Buy
·
VARON LESLIE F.
·9,337 shr
·$99,999
Award
·
LUCIER GREGORY T
·310 shr
Award
·
HOLDEN BETSY D
·646 shr
Award
·
ROSENZWEIG RICHARD C
·766 shr
Award
·
BARBER MICHAEL J
·223 shr
Award
·
DEESE WILLIE A
·179 shr
Award
·
GLADDEN BRIAN T
·286 shr
Award
·
MAZELSKY JONATHAN JAY
·359 shr
Award
·
VERGIS JANET S
·179 shr
Award
·
FROHNING ANDREA L
·357 shr
Award
·
SCAVILLA DANIEL T
·223 shr
Award
·
GARTH MATTHEW E
·556 shr
Award
·
VARON LESLIE F.
·179 shr
Award
·
HOSEIN CLYDE R
·286 shr
Award
·
CZERNEY KEVIN J.
·233 shr
Award
·
JOHNSON ROBERT ANTHONY
·972 shr
Award
·
LUCIER GREGORY T
·3,858 shr
Other
·
LUCIER GREGORY T
·24,047 shr
Award
·
HOLDEN BETSY D
·502 shr
Award
·
ROSENZWEIG RICHARD C
·595 shr
Award
·
BARBER MICHAEL J
·210 shr
Award
·
LUCIER GREGORY T
·202 shr
Award
·
DEESE WILLIE A
·139 shr
Award
·
GLADDEN BRIAN T
·222 shr
Award
·
MAZELSKY JONATHAN JAY
·279 shr
Award
·
VERGIS JANET S
·139 shr
Award
·
FROHNING ANDREA L
·304 shr
Award
·
SCAVILLA DANIEL T
·210 shr
Award
·
GARTH MATTHEW E
·432 shr
Award
·
VARON LESLIE F.
·139 shr
Award
·
HOSEIN CLYDE R
·222 shr
Award
·
CZERNEY KEVIN J.
·181 shr
Award
·
CAMPION SIMON D
·1,260 shr
Award
·
JOHNSON ROBERT ANTHONY
·755 shr
Award
·
GARTH MATTHEW E
·43,023 shr
Award
·
LUCIER GREGORY T
·20,189 shr
Award
·
HOLDEN BETSY D
·13,880 shr
Award
·
BARBER MICHAEL J
·13,880 shr
Award
·
DEESE WILLIE A
·13,880 shr
Award
·
GLADDEN BRIAN T
·13,880 shr
Award
·
MAZELSKY JONATHAN JAY
·13,880 shr
Award
·
VERGIS JANET S
·13,880 shr
Award
·
SCAVILLA DANIEL T
·13,880 shr
Award
·
VARON LESLIE F.
·13,880 shr
Award
·
HOSEIN CLYDE R
·13,880 shr
Award
·
LUCIER GREGORY T
·127 shr
Award
·
HOLDEN BETSY D
·383 shr
Award
·
ROSENZWEIG RICHARD C
·628 shr
Award
·
DEESE WILLIE A
·87 shr
Award
·
GLADDEN BRIAN T
·87 shr
Award
·
MAZELSKY JONATHAN JAY
·147 shr
Award
·
VERGIS JANET S
·87 shr
Award
·
FROHNING ANDREA L
·321 shr
·$4,107
Award
·
VARON LESLIE F.
·87 shr
Award
·
HOSEIN CLYDE R
·87 shr
Award
·
JOHNSON ROBERT ANTHONY
·797 shr
Award
·
CAMPION SIMON D
·1,331 shr
Buy
·
LUCIER GREGORY T
·15,142 shr
·$249,994
Award
·
ROSENZWEIG RICHARD C
·33,771 shr
Award
·
FROHNING ANDREA L
·20,013 shr
Award
·
JOHNSON ROBERT ANTHONY
·35,983 shr
Award
·
CZERNEY KEVIN J.
·8,717 shr
Award
·
BARBER MICHAEL J
·3,385 shr
Award
·
SCAVILLA DANIEL T
·3,385 shr
Award
·
LUCIER GREGORY T
·99 shr
Award
·
HOLDEN BETSY D
·299 shr
Award
·
ROSENZWEIG RICHARD C
·383 shr
Award
·
DEESE WILLIE A
·68 shr
Award
·
GLADDEN BRIAN T
·119 shr
Award
·
MAZELSKY JONATHAN JAY
·115 shr
Award
·
VERGIS JANET S
·68 shr
Award
·
FROHNING ANDREA L
·103 shr
Award
·
VARON LESLIE F.
·68 shr
Award
·
HOSEIN CLYDE R
·68 shr
Award
·
CZERNEY KEVIN J.
·100 shr
Award
·
CAMPION SIMON D
·1,288 shr
Award
·
WENZEL ILSE DOROTHEA
·68 shr
Award
·
JOHNSON ROBERT ANTHONY
·382 shr
Buy
·
LUCIER GREGORY T
·6,000 shr
·$110,129
Buy
·
CAMPION SIMON D
·11,306 shr
·$200,341
Award
·
CZERNEY KEVIN J.
·7,082 shr
Award
·
HOLDEN BETSY D
·208 shr
Award
·
ROSENZWEIG RICHARD C
·266 shr
Award
·
LUCIER GREGORY T
·69 shr
Award
·
DEESE WILLIE A
·47 shr
Award
·
COLEMAN GLENN G
·375 shr
Award
·
GLADDEN BRIAN T
·83 shr
Award
·
FRANK ANDREAS G
·392 shr
Award
·
MAZELSKY JONATHAN JAY
·80 shr
Award
·
VERGIS JANET S
·47 shr
Award
·
FROHNING ANDREA L
·71 shr
Award
·
VARON LESLIE F.
·47 shr
Award
·
HOSEIN CLYDE R
·47 shr
Award
·
CAMPION SIMON D
·897 shr
Award
·
WENZEL ILSE DOROTHEA
·47 shr
Award
·
JOHNSON ROBERT ANTHONY
·439 shr
Buy
·
LUCIER GREGORY T
·8,212 shr
·$199,983
Award
·
HOLDEN BETSY D
·225 shr
Award
·
ROSENZWEIG RICHARD C
·287 shr
Award
·
LUCIER GREGORY T
·74 shr
Award
·
DEESE WILLIE A
·51 shr
Award
·
WAGNER RICHARD M
·55 shr
Award
·
COLEMAN GLENN G
·404 shr
Award
·
GLADDEN BRIAN T
·89 shr
Award
·
FRANK ANDREAS G
·423 shr
Award
·
MAZELSKY JONATHAN JAY
·86 shr
Award
·
VERGIS JANET S
·51 shr
Award
·
FROHNING ANDREA L
·94 shr
Award
·
VARON LESLIE F.
·51 shr
Award
·
HOSEIN CLYDE R
·24 shr
Award
·
CAMPION SIMON D
·1,457 shr
Award
·
WENZEL ILSE DOROTHEA
·51 shr
Award
·
JOHNSON ROBERT ANTHONY
·474 shr
Buy
·
LUCIER GREGORY T
·3,577 shr
·$99,976
Award
·
HOLDEN BETSY D
·7,994 shr
Award
·
LUCIER GREGORY T
·11,628 shr
Award
·
DEESE WILLIE A
·7,994 shr
Award
·
GLADDEN BRIAN T
·7,994 shr
Award
·
MAZELSKY JONATHAN JAY
·7,994 shr
Award
·
VERGIS JANET S
·7,994 shr
Award
·
VARON LESLIE F.
·7,994 shr
analyst ratings
1 rating
Citigroup
·init
→Sell
7d ago
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