DENTSPLY SIRONA (NASDAQ:XRAY) Announces Quarterly Earnings Results

DENTSPLY SIRONA (NASDAQ:XRAY) announced its quarterly earnings data on Thursday. The medical instruments supplier reported $0.27 earnings per share for the quarter, missing the consensus estimate of $0.28 by ($0.01), Zacks reports. The company had revenue of $961.00 million for the quarter, compared to analyst estimates of $926.40 million. DENTSPLY SIRONA had a negative net margin of 24.34% and a positive return on equity of 17.10%. DENTSPLY SIRONA’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.26 EPS. DENTSPLY SIRONA updated its FY 2026 guidance to 1.400-1.500 EPS.

Here are the key takeaways from DENTSPLY SIRONA’s conference call:

• Return to Growth action plan launched with five pillars — customer-centricity, growth, performance, scale, and financial strength — including a reorganized commercial team, a double-digit R&D increase, 50% more clinical education, and a targeted ~$120 million annual cost savings to be reinvested in growth.
• Management guided 2026 net sales of $3.5B–$3.6B (operational -3% to -1%) and adjusted EPS of $1.40–$1.50, signaling a down year versus 2025 and noting Byte income and a one-time dealer sell-through that create headwinds; they expect sequential improvement in H2.
• The board eliminated the dividend (~$128M annually) to prioritize debt reduction and disciplined share repurchases, with management emphasizing maintaining investment-grade metrics and prioritizing debt retirement before buybacks.
• Q4 saw a non-cash impairment of $144 million in CTS and OIS and tariff-related gross profit headwinds (~$15M in Q4, ~$23M FY), which, along with volume and mix issues, compressed gross margin and pressured near-term profitability.
• Q4 revenue was $961M (+6.2% reported, +2.5% cc) with mixed segment results—EDS and Wellspect showing growth while CAD/CAM and implants lag—and cash generation/capital metrics remain intact (Q4 FCF $60M; net debt/EBITDA ~3.0), leaving the company stable but uneven across businesses.

DENTSPLY SIRONA Stock Down 0.7%

XRAY opened at $12.71 on Friday. DENTSPLY SIRONA has a fifty-two week low of $9.85 and a fifty-two week high of $19.03. The firm has a market capitalization of $2.54 billion, a P/E ratio of -2.88, a PEG ratio of 1.01 and a beta of 1.01. The company’s 50-day moving average is $12.35 and its 200 day moving average is $12.47. The company has a debt-to-equity ratio of 1.36, a current ratio of 1.47 and a quick ratio of 0.99.

DENTSPLY SIRONA Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 9th. Investors of record on Friday, December 26th were given a dividend of $0.16 per share. This represents a $0.64 dividend on an annualized basis and a dividend yield of 5.0%. The ex-dividend date of this dividend was Friday, December 26th. DENTSPLY SIRONA’s dividend payout ratio (DPR) is presently -14.48%.

Wall Street Analyst Weigh In

XRAY has been the subject of a number of research reports. Barrington Research reissued an “outperform” rating and issued a $14.00 price objective on shares of DENTSPLY SIRONA in a research note on Monday, January 5th. Bank of America upgraded shares of DENTSPLY SIRONA from a “neutral” rating to a “buy” rating and boosted their price target for the company from $13.00 to $17.00 in a research note on Thursday, February 19th. Robert W. Baird raised their price objective on shares of DENTSPLY SIRONA from $12.00 to $14.00 and gave the company a “neutral” rating in a research note on Friday. Zacks Research cut shares of DENTSPLY SIRONA from a “hold” rating to a “strong sell” rating in a report on Monday, November 10th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of DENTSPLY SIRONA in a report on Wednesday, January 21st. Three research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $14.62.

Key Stories Impacting DENTSPLY SIRONA

Here are the key news stories impacting DENTSPLY SIRONA this week:

• Positive Sentiment: Q4 sales topped expectations — reported net sales of $961M (up 6.2% year-over-year), which beat consensus and supports demand resilience in the core dental business. Dentsply Sirona Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Management announced a Return-to-Growth plan redirecting ~ $120M annually toward innovation, clinical education and sales — a signal of reinvestment to drive longer-term growth. Dentsply Sirona Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Capital-allocation shift: dividend eliminated to prioritize debt reduction and share repurchases — could improve leverage and support EPS over time. Dentsply Sirona Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Commercial and product progress: new distribution agreements (Patterson, Benco, Burkhart, A-dec) and a U.S. product launch (Surity™ catheter) expand addressable markets and distribution reach. Dentsply Sirona Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Adjusted results: adjusted EPS was $0.27 (company figure), roughly flat year-over-year — shows operational stability but not a clear beat. MarketBeat Earnings Summary
• Negative Sentiment: GAAP loss and one-time charges: Q4 reported net loss of $146M driven by $144M of goodwill and intangible impairments, which produced a material headline loss. Dentsply Sirona Reports Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Small EPS miss: reported adjusted EPS of $0.27 missed the consensus by $0.01 — a modest disappointment that can pressure near-term sentiment. Zacks: Q4 Earnings Miss
• Negative Sentiment: FY-2026 guidance below revenue expectations: management guided to $3.5B–$3.6B revenue (below Street ~ $3.7B) and EPS $1.40–$1.50 — revenue shortfall is a near-term headwind for the stock. Guidance in Press Release
• Negative Sentiment: Shareholder litigation inquiry: Halper Sadeh LLC is investigating potential board/officer fiduciary breaches, which can create governance/legal overhang. PR Newswire: Halper Sadeh Inquiry

Insider Buying and Selling

In other DENTSPLY SIRONA news, Director Gregory T. Lucier sold 82,200 shares of DENTSPLY SIRONA stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $11.14, for a total transaction of $915,708.00. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.50% of the company’s stock.

Institutional Trading of DENTSPLY SIRONA

A number of hedge funds have recently bought and sold shares of XRAY. Daiwa Securities Group Inc. boosted its position in DENTSPLY SIRONA by 2.9% in the fourth quarter. Daiwa Securities Group Inc. now owns 26,814 shares of the medical instruments supplier’s stock worth $306,000 after purchasing an additional 767 shares during the last quarter. Empowered Funds LLC raised its stake in shares of DENTSPLY SIRONA by 8.8% during the 1st quarter. Empowered Funds LLC now owns 16,324 shares of the medical instruments supplier’s stock worth $244,000 after purchasing an additional 1,320 shares during the period. Wilmington Savings Fund Society FSB boosted its holdings in shares of DENTSPLY SIRONA by 13.0% in the 4th quarter. Wilmington Savings Fund Society FSB now owns 13,055 shares of the medical instruments supplier’s stock worth $149,000 after buying an additional 1,500 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new position in DENTSPLY SIRONA during the first quarter valued at about $26,000. Finally, Brevan Howard Capital Management LP increased its holdings in DENTSPLY SIRONA by 9.9% during the second quarter. Brevan Howard Capital Management LP now owns 20,002 shares of the medical instruments supplier’s stock worth $318,000 after buying an additional 1,800 shares during the last quarter. 95.70% of the stock is currently owned by institutional investors.

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.