XRAY DENTSPLY SIRONA Inc.

neutral track record → $12.31 -0.48 (-3.8%)
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Mkt Cap $2B 52wk $9.85 - $17.18 Earnings 2026-05-07 46d ago
Insider buying: $1,984,221 bought by 23 insiders (30d)
Factor divergence: DIVERGENCE: insider_activity bullish vs estimate_revisions, analyst_revisions bearish
Est. revisions: -4.9%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.6)

Factor Model

net -1.6 4.1 / 10
Est. Revisions
-0.3
Insider Activity
+0.5
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Dentsply Ditches Dividend for Buyback

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.

Dentsply Sirona eliminated its quarterly dividend and pivoted to share buybacks and debt reduction, triggering a 15.5% stock rally. The move signals management confidence despite a deteriorating top line — sales fell 3% in 2025 to $3.68 billion and losses improved but remain substantial at $598 million. For 2026, the company guides for another 2–5% revenue decline, though adjusted EPS targets of $1.40–$1.50 suggest cost discipline and operational leverage.

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.

Evidence

7d ago Citigroup init XRAY: Sell
9d ago Insider buy by LUCIER GREGORY T (XRAY): $99,976
9d ago Insider buy by LUCIER GREGORY T (XRAY): $199,983
9d ago Insider buy by CAMPION SIMON D (XRAY): $200,341
9d ago Insider buy by LUCIER GREGORY T (XRAY): $110,129
9d ago Insider buy by LUCIER GREGORY T (XRAY): $249,994
9d ago Insider buy by VARON LESLIE F. (XRAY): $99,999
9d ago Insider buy by FORBES JAMES D (XRAY): $67,345
5 older signals
9d ago Insider buy by LUCIER GREGORY T (XRAY): $707,379
9d ago Insider buy by FORBES JAMES D (XRAY): $62,400
9d ago Insider buy by LUCIER GREGORY T (XRAY): $186,675
48d ago Dentsply (XRAY) Rebounds 15.5% on Share Buyback
53d ago Dentsply (XRAY) Rebounds 15.5% on Share Buyback
Fundamentals & Data ▾
DENTSPLY SIRONA Inc. Healthcare · Medical Instruments & Supplies
Mkt Cap
$2B
Beta
1.00
Div Yield
504.00%
52w Range
$9.85 - $17.18
Short Interest
20.5M 11.45%
Days to Cover
4.5 +58%
Technicals downtrend
from 52w Hi
-3.8%
1w return
+0.7%
Insiders
buying 4B / 0S
Analysts
bullish 1 up / 0 down
EPS Estimate
$0.28 -4.9% 30d 0up / 3dn
Est. Dispersion
64% 15 analysts
Analyst Target
$14 $10 - $18
Options P/C
0.22
Insider Cluster
strong buy 4B / 1S (officer)
Fund Convergence
strong Citadel, Renaissance, Bridgewater, Two Sigma
Financials
Revenue
$961M +6% YoY
FCF
$60M
Gross Margin
46%
Op Margin
3%
Momentum: accelerating
Top Holders
Citadel $22M
Renaissance $19M
Bridgewater $5M
Two Sigma $2M
Recent Filings & Data
insider trade 149
net buying · $915,708 sold · $1,984,221 bought
23 insiders · 149 transactions (30d)
Recent transactions
HOSEIN CLYDE R · award
LUCIER GREGORY T · buy · $186,675
FORBES JAMES D · buy · $62,400
FROHNING ANDREA L · award
SCAVILLA DANIEL T · award
JOHNSON ROBERT ANTHONY · award
CZERNEY KEVIN J. · award
DENTI ALDO MARIANO ROBERTO · award
LUCIER GREGORY T · buy · $707,379
FORBES JAMES D · buy · $67,345
FROHNING ANDREA L · award
JOHNSON ROBERT ANTHONY · award
CZERNEY KEVIN J. · award
ZURBAY DONALD J · award
LUCIER GREGORY T · award
HOLDEN BETSY D · award
BARBER MICHAEL J · award
DEESE WILLIE A · award
GLADDEN BRIAN T · award
MAZELSKY JONATHAN JAY · award
VERGIS JANET S · award
FROHNING ANDREA L · award
SCAVILLA DANIEL T · award
VARON LESLIE F. · award
HOSEIN CLYDE R · award
JOHNSON ROBERT ANTHONY · award
CZERNEY KEVIN J. · award
LUCIER GREGORY T · sell · $915,708
VARON LESLIE F. · buy · $99,999
LUCIER GREGORY T · award
HOLDEN BETSY D · award
ROSENZWEIG RICHARD C · award
BARBER MICHAEL J · award
DEESE WILLIE A · award
GLADDEN BRIAN T · award
MAZELSKY JONATHAN JAY · award
VERGIS JANET S · award
FROHNING ANDREA L · award
SCAVILLA DANIEL T · award
GARTH MATTHEW E · award
VARON LESLIE F. · award
HOSEIN CLYDE R · award
CZERNEY KEVIN J. · award
JOHNSON ROBERT ANTHONY · award
LUCIER GREGORY T · award
LUCIER GREGORY T · other
HOLDEN BETSY D · award
ROSENZWEIG RICHARD C · award
BARBER MICHAEL J · award
LUCIER GREGORY T · award
DEESE WILLIE A · award
GLADDEN BRIAN T · award
MAZELSKY JONATHAN JAY · award
VERGIS JANET S · award
FROHNING ANDREA L · award
SCAVILLA DANIEL T · award
GARTH MATTHEW E · award
VARON LESLIE F. · award
HOSEIN CLYDE R · award
CZERNEY KEVIN J. · award
CAMPION SIMON D · award
JOHNSON ROBERT ANTHONY · award
GARTH MATTHEW E · award
LUCIER GREGORY T · award
HOLDEN BETSY D · award
BARBER MICHAEL J · award
DEESE WILLIE A · award
GLADDEN BRIAN T · award
MAZELSKY JONATHAN JAY · award
VERGIS JANET S · award
SCAVILLA DANIEL T · award
VARON LESLIE F. · award
HOSEIN CLYDE R · award
LUCIER GREGORY T · award
HOLDEN BETSY D · award
ROSENZWEIG RICHARD C · award
DEESE WILLIE A · award
GLADDEN BRIAN T · award
MAZELSKY JONATHAN JAY · award
VERGIS JANET S · award
FROHNING ANDREA L · award · $4,107
VARON LESLIE F. · award
HOSEIN CLYDE R · award
JOHNSON ROBERT ANTHONY · award
CAMPION SIMON D · award
LUCIER GREGORY T · buy · $249,994
ROSENZWEIG RICHARD C · award
FROHNING ANDREA L · award
JOHNSON ROBERT ANTHONY · award
CZERNEY KEVIN J. · award
BARBER MICHAEL J · award
SCAVILLA DANIEL T · award
LUCIER GREGORY T · award
HOLDEN BETSY D · award
ROSENZWEIG RICHARD C · award
DEESE WILLIE A · award
GLADDEN BRIAN T · award
MAZELSKY JONATHAN JAY · award
VERGIS JANET S · award
FROHNING ANDREA L · award
VARON LESLIE F. · award
HOSEIN CLYDE R · award
CZERNEY KEVIN J. · award
CAMPION SIMON D · award
WENZEL ILSE DOROTHEA · award
JOHNSON ROBERT ANTHONY · award
LUCIER GREGORY T · buy · $110,129
CAMPION SIMON D · buy · $200,341
CZERNEY KEVIN J. · award
HOLDEN BETSY D · award
ROSENZWEIG RICHARD C · award
LUCIER GREGORY T · award
DEESE WILLIE A · award
COLEMAN GLENN G · award
GLADDEN BRIAN T · award
FRANK ANDREAS G · award
MAZELSKY JONATHAN JAY · award
VERGIS JANET S · award
FROHNING ANDREA L · award
VARON LESLIE F. · award
HOSEIN CLYDE R · award
CAMPION SIMON D · award
WENZEL ILSE DOROTHEA · award
JOHNSON ROBERT ANTHONY · award
LUCIER GREGORY T · buy · $199,983
HOLDEN BETSY D · award
ROSENZWEIG RICHARD C · award
LUCIER GREGORY T · award
DEESE WILLIE A · award
WAGNER RICHARD M · award
COLEMAN GLENN G · award
GLADDEN BRIAN T · award
FRANK ANDREAS G · award
MAZELSKY JONATHAN JAY · award
VERGIS JANET S · award
FROHNING ANDREA L · award
VARON LESLIE F. · award
HOSEIN CLYDE R · award
CAMPION SIMON D · award
WENZEL ILSE DOROTHEA · award
JOHNSON ROBERT ANTHONY · award
LUCIER GREGORY T · buy · $99,976
HOLDEN BETSY D · award
LUCIER GREGORY T · award
DEESE WILLIE A · award
GLADDEN BRIAN T · award
MAZELSKY JONATHAN JAY · award
VERGIS JANET S · award
VARON LESLIE F. · award
analyst rating 1
Citigroup init → Sell 7d ago
13 signals · latest 7d ago

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