Dentsply Sirona Inc logo

Dentsply Sirona Inc

NEW
NAS:XRAY (USA)  
$ 10.88 -0.11 (-1%) 09:50 AM EST
At Loss
P/B:
1.60
Market Cap:
$ 2.17B
Enterprise V:
$ 4.24B
Volume:
159.29K
Avg Vol (2M):
4.54M
Trade In:
Volume:
159.29K
At Loss
Avg Vol (2M):
4.54M

XRAY Number of Guru Trades

To

XRAY Volume of Guru Trades

To

Gurus Latest Trades with NAS:XRAY

No Available Data

NAS:XRAY is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
John Rogers
2026-06-30
8,026,107
4.030
0.85%
Add 25.67%
First Eagle Investment
2026-06-30
1,702,694
0.850
0.01%
Reduce -88.74%
Brandes Investment Partners, LP
2026-06-30
1,127,712
0.570
0.08%
Add 20.08%
Joel Greenblatt
2026-06-30
638,226
0.320
0.02%
Reduce -65.25%
Mario Gabelli
2026-03-31
191,715
0.100
0.02%
Add 2.91%
Total 5

Dentsply Sirona Inc Insider Transactions

No Available Data

Guru Commentaries on NAS:XRAY

2026 Q2
2Q26 Ariel Focus Fund Quarterly Commentary
What the manager wrote

We added Dentsply Sirona (XRAY), a leading global dental manufacturing company, to the portfolio. Despite facing challenges in its core capital equipment business due to lower-cost technology alternatives and higher interest rate financing, we are optimistic about the attractive dynamics of the dental market, which includes steady growth and lower reimbursement risk compared to other healthcare segments. Management is executing a strategic reset focused on debt paydown, innovative product development, and portfolio expansion. With these initiatives, we believe XRAY should capitalize on secular growth trends, improve margins, and drive long-term shareholder value.

2026 Q2
Ariel Focus Fund Letter
What the manager wrote

We purchased DENTSPLY Sirona, Inc. (XRAY), the world’s largest maker of professional dental equipment, whose shares had been left for dead after years of disappointment. At $10.61 against our $26.26 estimate of its private market value, we are buying a global leader that is repairing itself—paying down debt, cutting costs and launching new products—while the market prices in permanent decline.

2025 Q3
3Q25 Value Fund Comm
What the manager wrote

Dentsply Sirona, Inc. (XRAY) has been laying the groundwork for a turnaround for more than two years, and while the stock has yet to reflect this, we believe the upside potential far outweighs the downside risk. The recent leadership change to CEO Daniel Scavilla, who has a strong record of sales success, is encouraging. His strategies aim to improve margins and free cash flows, which could enhance the company's performance. Despite being among the Fund’s worst performers for the quarter, XRAY's valuation at 6.7X estimated earnings appears extremely discounted, prompting us to remain patient with our position.

News about NAS:XRAY

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