McKesson očekává ve fiskálním roce 2027 růst provozního zisku v segmentu onkologie a specializované péče o 13,5 až 17,5 %, podpořený automatizací zpracování receptů s využitím AI.
SummaryMcKesson Corp. stands out as an asset-heavy distributor poised to benefit from AI-driven prescription automation and expedited FDA rare-disease drug approvals.MCK’s specialty and oncology segment, with 41% YoY profit growth and superior margins, insulates it from AI disintermediation risks affecting vertically integrated telehealth peers.Despite materially faster EPS growth (24% forward GAAP), MCK trades at only a modest premium (forward P/E 25.75x), with a PEG ratio of 0.55x, suggesting undervaluation.Risks include potential U.S. drug-pricing policy changes, but management maintains a robust FY-27 outlook and expects 13.5–17.5% operating-profit growth in oncology and specialty.To illustrate how disruption may impact healthcare, making an analogy with the IT world, namely ServiceNow, is useful. SeventyFour/iStock via Getty Images
Healthcare has benefited from AI woes, mostly as a defensive trade, but this could change in 2027 as the pilot projects launched this year to automate drug prescriptions conclude. Additionally, the FDA (Food and Drug Administration) is overhauling procedures to speed
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Carnegie Investment Counsel raised its position in McKesson Corporation (NYSE:MCK – Free Report) by 56.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,242 shares of the company’s stock after acquiring an additional 1,525 shares during the quarter. Carnegie Investment Counsel’s holdings in McKesson were worth $3,622,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Secure Asset Management LLC raised its holdings in shares of McKesson by 484.8% during the second quarter. Secure Asset Management LLC now owns 2,123 shares of the company’s stock valued at $1,604,000 after acquiring an additional 1,760 shares in the last quarter. Royal London Asset Management Ltd. lifted its stake in McKesson by 1.1% in the second quarter. Royal London Asset Management Ltd. now owns 112,241 shares of the company’s stock worth $84,809,000 after acquiring an additional 1,216 shares during the period. Benchmark Investment Advisors LLC purchased a new stake in McKesson in the second quarter worth $441,000. Summit Global Investments purchased a new stake in McKesson in the second quarter worth $1,159,000. Finally, One Wealth Advisors LLC bought a new stake in McKesson in the second quarter valued at $1,494,000. 85.07% of the stock is owned by institutional investors.
Insider Buying and Selling In related news, Director Bradley E. Lerman sold 301 shares of the firm’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $892.33, for a total transaction of $268,591.33. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Napoleon B. Rutledge, Jr. sold 111 shares of McKesson stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $891.45, for a total value of $98,950.95. Following the transaction, the chief accounting officer owned 521 shares of the company’s stock, valued at $464,445.45. The trade was a 17.56% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,212 shares of company stock worth $1,164,182 in the last 90 days. Insiders own 0.06% of the company’s stock.
Analyst Ratings Changes MCK has been the topic of a number of research analyst reports. Mizuho boosted their price objective on shares of McKesson from $905.00 to $1,020.00 and gave the company a “neutral” rating in a research report on Tuesday. Royal Bank Of Canada restated a “sector perform” rating and issued a $845.00 price objective on shares of McKesson in a report on Monday, September 14th. Morgan Stanley set a $977.00 target price on shares of McKesson in a research report on Tuesday, October 6th. Wells Fargo & Company raised their target price on shares of McKesson from $812.00 to $933.00 and gave the stock an “equal weight” rating in a research report on Tuesday, August 11th. Finally, Leerink Partners lifted their target price on shares of McKesson from $1,030.00 to $1,070.00 and gave the company an “outperform” rating in a research note on Wednesday, October 7th. Fifteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $997.12. Get Our Latest Analysis on McKesson
Key Headlines Impacting McKesson Here are the key news stories impacting McKesson this week:
Positive Sentiment: Analyst price-target increases supported the long-term outlook. UBS raised its target to $1,200, while Mizuho lifted its target to $1,020 from $905, although Mizuho maintained a neutral rating. The analyst actions followed McKesson’s recent strength and helped the stock reach a new one-year high. UBS raises target for McKesson Positive Sentiment: McKesson declared its regular quarterly dividend. The company will pay $0.94 per share on January 4, 2027, to shareholders of record on December 1. The dividend provides continuity for income-focused investors, though the annualized yield is modest at approximately 0.4%. McKesson declares quarterly dividend Neutral Sentiment: Investor attention remains elevated. McKesson was among the more-trending stocks on Zacks, but the article primarily reviews existing fundamentals rather than introducing a new catalyst. Its latest reported quarter showed earnings and revenue above estimates, with revenue up 7.7% year over year and fiscal 2027 EPS guidance of $44.20–$45.00. Is Trending Stock McKesson a Buy Now? Negative Sentiment: An executive sale may have added modest selling pressure. EVP Francisco Fraga sold 800 shares worth approximately $796,640. However, the transaction was conducted under a pre-arranged Rule 10b5-1 trading plan, reducing its significance as a discretionary bearish signal. McKesson executive stock sale McKesson Price Performance Shares of NYSE MCK opened at $1,014.79 on Thursday. McKesson Corporation has a 1 year low of $723.68 and a 1 year high of $1,030.27. The firm has a 50-day moving average of $905.65 and a 200 day moving average of $840.38. The stock has a market cap of $118.31 billion, a P/E ratio of 25.24, a price-to-earnings-growth ratio of 2.05 and a beta of 0.30.
McKesson (NYSE:MCK – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $9.93 earnings per share for the quarter, topping analysts’ consensus estimates of $9.56 by $0.37. McKesson had a net margin of 1.12% and a negative return on equity of 253.21%. The business had revenue of $105.38 billion for the quarter, compared to analysts’ expectations of $103.88 billion. During the same quarter in the prior year, the company earned $8.26 earnings per share. The business’s revenue was up 7.7% compared to the same quarter last year. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. Research analysts expect that McKesson Corporation will post 44.71 earnings per share for the current fiscal year.
McKesson Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Tuesday, December 1st will be given a $0.94 dividend. This represents a $3.76 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Tuesday, December 1st. McKesson’s payout ratio is currently 10.06%.
McKesson Profile (Free Report)
McKesson Corporation is a healthcare services and information technology company that distributes pharmaceuticals and medical products to pharmacies, hospitals, health systems, physicians and other healthcare providers. The company also provides technology, data and business solutions designed to support prescription management, pharmacy operations and patient care.
McKesson’s principal activities include pharmaceutical distribution, medical-surgical supply distribution, specialty pharmaceutical services and oncology care support.
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McKesson (MCK - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this prescription drug distributor have returned +15.6%, compared to the Zacks S&P 500 composite's +0.7% change. During this period, the Zacks Medical - Dental Supplies industry, which McKesson falls in, has gained 11.7%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, McKesson is expected to post earnings of $10.69 per share, indicating a change of +8.4% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.1% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $44.71 points to a change of +14.3% from the prior year. Over the last 30 days, this estimate has changed +0.1%.
For the next fiscal year, the consensus earnings estimate of $49.99 indicates a change of +11.8% from what McKesson is expected to report a year ago. Over the past month, the estimate has changed +0.3%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for McKesson.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For McKesson, the consensus sales estimate for the current quarter of $110.11 billion indicates a year-over-year change of +6.8%. For the current and next fiscal years, $429.01 billion and $459.17 billion estimates indicate +6.3% and +7% changes, respectively.
Last Reported Results and Surprise HistoryMcKesson reported revenues of $105.38 billion in the last reported quarter, representing a year-over-year change of +7.7%. EPS of $9.93 for the same period compares with $8.26 a year ago.
Compared to the Zacks Consensus Estimate of $104.39 billion, the reported revenues represent a surprise of +0.95%. The EPS surprise was +5.19%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates two times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
McKesson is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about McKesson. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Fond Counterpoint Mutual Funds ve třetím čtvrtletí zvýšil svůj podíl ve společnosti McKesson o 18,9 % nákupem 1 788 akcií, čímž jeho držba vzrostla na 11 235 akcií v hodnotě 9,593 milionu USD.
Counterpoint Mutual Funds LLC boosted its stake in shares of McKesson Corporation (NYSE:MCK – Free Report) by 18.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,235 shares of the company’s stock after purchasing an additional 1,788 shares during the quarter. McKesson comprises 0.8% of Counterpoint Mutual Funds LLC’s portfolio, making the stock its 24th largest holding. Counterpoint Mutual Funds LLC’s holdings in McKesson were worth $9,593,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors and hedge funds have also modified their holdings of the company. BlackRock Inc. acquired a new position in McKesson in the 2nd quarter valued at $8,156,743,000. Bank of America Corp DE lifted its position in McKesson by 2.4% during the 1st quarter. Bank of America Corp DE now owns 1,538,726 shares of the company’s stock worth $1,331,552,000 after acquiring an additional 35,916 shares during the last quarter. Swedbank AB boosted its holdings in McKesson by 13.5% during the first quarter. Swedbank AB now owns 1,005,610 shares of the company’s stock valued at $870,215,000 after acquiring an additional 119,327 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in McKesson by 3.3% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 922,573 shares of the company’s stock valued at $697,096,000 after purchasing an additional 29,747 shares during the period. Finally, Legal & General Group Plc acquired a new stake in shares of McKesson in the second quarter worth $656,566,000. 85.07% of the stock is currently owned by institutional investors and hedge funds.
McKesson Stock Performance Shares of NYSE:MCK opened at $1,005.39 on Friday. The business has a fifty day moving average of $897.66 and a 200-day moving average of $837.50. McKesson Corporation has a twelve month low of $723.68 and a twelve month high of $1,014.99. The firm has a market cap of $117.22 billion, a PE ratio of 26.90, a price-to-earnings-growth ratio of 2.00 and a beta of 0.30.
McKesson (NYSE:MCK – Get Free Report) last released its earnings results on Wednesday, August 5th. The company reported $9.93 EPS for the quarter, beating the consensus estimate of $9.56 by $0.37. McKesson had a negative return on equity of 253.21% and a net margin of 1.12%. The company had revenue of $105.38 billion during the quarter, compared to analysts’ expectations of $103.88 billion. During the same period last year, the firm earned $8.26 EPS. The business’s revenue for the quarter was up 7.7% on a year-over-year basis. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. On average, analysts anticipate that McKesson Corporation will post 44.71 EPS for the current fiscal year. McKesson Increases Dividend The company also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Shareholders of record on Tuesday, September 1st were issued a $0.94 dividend. This represents a $3.76 annualized dividend and a yield of 0.4%. This is a boost from McKesson’s previous quarterly dividend of $0.82. The ex-dividend date was Tuesday, September 1st. McKesson’s dividend payout ratio (DPR) is 10.06%.
Insiders Place Their Bets In other McKesson news, Director Bradley Lerman sold 301 shares of McKesson stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $892.33, for a total transaction of $268,591.33. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CAO B Jr sold 111 shares of McKesson stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $891.45, for a total value of $98,950.95. Following the transaction, the chief accounting officer owned 521 shares in the company, valued at $464,445.45. This trade represents a 17.56% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.06% of the company’s stock.
Wall Street Analyst Weigh In A number of research firms recently weighed in on MCK. Royal Bank Of Canada reissued a “sector perform” rating and set a $845.00 target price on shares of McKesson in a research report on Monday, September 14th. Leerink Partners boosted their price target on shares of McKesson from $1,030.00 to $1,070.00 and gave the company an “outperform” rating in a report on Wednesday, October 7th. Morgan Stanley set a $977.00 price objective on shares of McKesson in a research note on Tuesday, October 6th. Mizuho raised their price objective on shares of McKesson from $885.00 to $905.00 in a report on Thursday, August 6th. Finally, Weiss Ratings upgraded shares of McKesson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, September 4th. Fifteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $990.35.
Read Our Latest Research Report on MCK
McKesson Company Profile (Free Report)
McKesson Corporation is a healthcare services and information technology company that distributes pharmaceuticals and medical products to pharmacies, hospitals, health systems, physicians and other healthcare providers. The company also provides technology, data and business solutions designed to support prescription management, pharmacy operations and patient care.
McKesson’s principal activities include pharmaceutical distribution, medical-surgical supply distribution, specialty pharmaceutical services and oncology care support.
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First Citizens Bank & Trust Co. grew its stake in McKesson Corporation (NYSE:MCK – Free Report) by 95.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,830 shares of the company’s stock after purchasing an additional 2,365 shares during the period. First Citizens Bank & Trust Co.’s holdings in McKesson were worth $4,124,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently made changes to their positions in MCK. Secure Asset Management LLC lifted its holdings in McKesson by 484.8% in the second quarter. Secure Asset Management LLC now owns 2,123 shares of the company’s stock valued at $1,604,000 after buying an additional 1,760 shares during the period. Royal London Asset Management Ltd. boosted its stake in McKesson by 1.1% in the second quarter. Royal London Asset Management Ltd. now owns 112,241 shares of the company’s stock valued at $84,809,000 after acquiring an additional 1,216 shares during the last quarter. Benchmark Investment Advisors LLC bought a new position in McKesson in the second quarter valued at approximately $441,000. Summit Global Investments acquired a new stake in McKesson during the 2nd quarter worth $1,159,000. Finally, One Wealth Advisors LLC acquired a new stake in McKesson during the 2nd quarter worth $1,494,000. Institutional investors own 85.07% of the company’s stock.
Analysts Set New Price Targets Several equities analysts have recently issued reports on the company. Citigroup boosted their target price on McKesson from $945.00 to $1,000.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. UBS Group increased their price target on shares of McKesson from $1,050.00 to $1,080.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Barclays lifted their price objective on shares of McKesson from $925.00 to $1,000.00 and gave the stock an “overweight” rating in a research note on Wednesday, August 19th. Robert W. Baird set a $1,015.00 price objective on shares of McKesson in a report on Thursday, August 6th. Finally, Wall Street Zen cut shares of McKesson from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. Fifteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, McKesson currently has a consensus rating of “Moderate Buy” and a consensus target price of $983.29.
View Our Latest Stock Analysis on McKesson Insider Transactions at McKesson In other McKesson news, Director Bradley Lerman sold 301 shares of the business’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $892.33, for a total transaction of $268,591.33. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO B Jr sold 111 shares of McKesson stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $891.45, for a total value of $98,950.95. Following the sale, the chief accounting officer directly owned 521 shares in the company, valued at $464,445.45. The trade was a 17.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.06% of the company’s stock.
McKesson Stock Performance Shares of NYSE:MCK opened at $977.31 on Thursday. McKesson Corporation has a 52-week low of $723.68 and a 52-week high of $999.00. The company has a market capitalization of $113.94 billion, a P/E ratio of 26.15, a price-to-earnings-growth ratio of 2.02 and a beta of 0.30. The company has a 50-day simple moving average of $892.49 and a 200 day simple moving average of $835.35.
McKesson (NYSE:MCK – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $9.93 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $9.56 by $0.37. McKesson had a negative return on equity of 253.21% and a net margin of 1.12%. The company had revenue of $105.38 billion during the quarter, compared to analysts’ expectations of $103.88 billion. During the same quarter in the previous year, the company posted $8.26 earnings per share. The business’s revenue was up 7.7% on a year-over-year basis. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. As a group, equities analysts forecast that McKesson Corporation will post 44.73 earnings per share for the current year.
McKesson Increases Dividend The firm also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Shareholders of record on Tuesday, September 1st were given a $0.94 dividend. This is a boost from McKesson’s previous quarterly dividend of $0.82. This represents a $3.76 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Tuesday, September 1st. McKesson’s dividend payout ratio (DPR) is presently 10.06%.
McKesson Company Profile (Free Report)
McKesson Corporation (NYSE:MCK) is a healthcare services and information technology company that distributes pharmaceuticals, specialty drugs, medical supplies and other healthcare products. The company serves pharmacies, hospitals, health systems, physician practices, biopharma manufacturers and other healthcare providers, helping move products from manufacturers to patients and care settings.
McKesson’s principal operations include pharmaceutical distribution, medical-surgical supply distribution and technology-enabled services for pharmacies and providers.
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Sapient Capital LLC acquired a new stake in shares of McKesson Corporation (NYSE:MCK – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,076 shares of the company’s stock, valued at approximately $919,000.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. CoreCap Advisors LLC grew its position in McKesson by 15.3% in the 3rd quarter. CoreCap Advisors LLC now owns 423 shares of the company’s stock worth $361,000 after purchasing an additional 56 shares during the period. Apella Capital LLC raised its stake in McKesson by 11.1% during the 3rd quarter. Apella Capital LLC now owns 680 shares of the company’s stock valued at $619,000 after buying an additional 68 shares during the last quarter. Everhart Financial Group Inc. lifted its holdings in shares of McKesson by 2.6% during the 3rd quarter. Everhart Financial Group Inc. now owns 2,028 shares of the company’s stock valued at $1,732,000 after buying an additional 52 shares during the period. Avidian Wealth Enterprises LLC lifted its holdings in shares of McKesson by 70.5% during the 3rd quarter. Avidian Wealth Enterprises LLC now owns 747 shares of the company’s stock valued at $638,000 after buying an additional 309 shares during the period. Finally, Valeo Financial Advisors LLC boosted its stake in shares of McKesson by 4.8% in the 3rd quarter. Valeo Financial Advisors LLC now owns 1,216 shares of the company’s stock worth $1,039,000 after buying an additional 56 shares during the last quarter. Hedge funds and other institutional investors own 85.07% of the company’s stock.
Insiders Place Their Bets In other news, Director Bradley E. Lerman sold 301 shares of the company’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $892.33, for a total value of $268,591.33. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Napoleon B. Rutledge, Jr. sold 111 shares of the stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $891.45, for a total value of $98,950.95. Following the sale, the chief accounting officer owned 521 shares of the company’s stock, valued at $464,445.45. This represents a 17.56% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.06% of the company’s stock.
McKesson Trading Up 2.2% NYSE MCK opened at $930.64 on Friday. McKesson Corporation has a 12 month low of $723.68 and a 12 month high of $999.00. The stock has a market cap of $108.50 billion, a price-to-earnings ratio of 24.90, a PEG ratio of 1.91 and a beta of 0.30. The company’s 50 day moving average is $883.59 and its two-hundred day moving average is $833.03. McKesson (NYSE:MCK – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $9.93 earnings per share for the quarter, topping analysts’ consensus estimates of $9.56 by $0.37. The business had revenue of $105.38 billion during the quarter, compared to analyst estimates of $103.88 billion. McKesson had a net margin of 1.12% and a negative return on equity of 253.21%. The company’s revenue was up 7.7% on a year-over-year basis. During the same period in the prior year, the business posted $8.26 earnings per share. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. Sell-side analysts forecast that McKesson Corporation will post 44.73 EPS for the current year.
McKesson Increases Dividend The company also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Tuesday, September 1st were issued a $0.94 dividend. The ex-dividend date of this dividend was Tuesday, September 1st. This represents a $3.76 annualized dividend and a yield of 0.4%. This is an increase from McKesson’s previous quarterly dividend of $0.82. McKesson’s payout ratio is currently 10.06%.
Analyst Upgrades and Downgrades Several analysts recently commented on MCK shares. Wall Street Zen lowered McKesson from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. Weiss Ratings upgraded McKesson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, September 4th. Citigroup boosted their price target on McKesson from $945.00 to $1,000.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Robert W. Baird set a $1,015.00 price objective on shares of McKesson in a research note on Thursday, August 6th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and issued a $845.00 price objective on shares of McKesson in a report on Monday, September 14th. Fourteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $973.19.
View Our Latest Report on McKesson
McKesson News Roundup Here are the key news stories impacting McKesson this week:
Positive Sentiment: Option Care acquisition expands McKesson’s healthcare platform. McKesson and Clayton, Dubilier & Rice agreed to acquire Option Care Health in a transaction valued at approximately $5.8 billion. McKesson plans to invest about $1.4 billion for a 49% stake, giving it exposure to the growing home- and outpatient-infusion market. The deal is expected to benefit from the shift of complex treatments away from hospitals, although integration and execution will be important. CD&R and McKesson ink $5.8bn take-private deal for Option Care Health Positive Sentiment: Leerink Partners raised its price target and maintained an outperform rating. The firm increased its target to $1,070 from $1,030, implying roughly 15% upside from the referenced price. The revision adds to the broader analyst support for McKesson, which carries a consensus “Moderate Buy” recommendation. Leerink Partners Adjusts Price Target on McKesson to $1,070 Positive Sentiment: Growth and earnings trends remain favorable. Zacks highlighted McKesson’s above-average financial growth and positive growth-stock characteristics. In its latest reported quarter, revenue rose 7.7% year over year and adjusted earnings exceeded analysts’ expectations, reinforcing confidence in the company’s outlook. Here’s Why McKesson Is a Strong Growth Stock Neutral Sentiment: Analyst recommendations are supportive but may already be reflected in the valuation. Multiple reports point to bullish brokerage views, while comparisons with other medical stocks show McKesson’s strong year-to-date performance. Investors may therefore focus more heavily on whether future earnings and the Option Care transaction justify the stock’s elevated valuation. Is It Worth Investing in McKesson Based on Wall Street’s Bullish Views? Negative Sentiment: The Option Care deal creates capital and execution risks. McKesson’s planned $1.4 billion investment represents a substantial commitment, and the transaction could pressure near-term returns if expected synergies or growth in home infusion take longer to materialize. The stock also remains near its 12-month high, leaving less room for disappointment. McKesson Profile (Free Report)
McKesson Corporation (NYSE:MCK) is a healthcare services and information technology company that distributes pharmaceuticals, specialty drugs, medical supplies and other healthcare products. The company serves pharmacies, hospitals, health systems, physician practices, biopharma manufacturers and other healthcare providers, helping move products from manufacturers to patients and care settings.
McKesson’s principal operations include pharmaceutical distribution, medical-surgical supply distribution and technology-enabled services for pharmacies and providers.
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McKesson má hodnocení Zacks Rank č. 2 („koupit“); konsenzus očekává celoroční zisk na akcii (EPS) ve výši 44,73 USD, což představuje meziroční nárůst o 14,4 %.
McKesson (MCK - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this prescription drug distributor have returned +3.7%, compared to the Zacks S&P 500 composite's +1.4% change. During this period, the Zacks Medical - Dental Supplies industry, which McKesson falls in, has lost 2.3%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, McKesson is expected to post earnings of $10.80 per share, indicating a change of +9.5% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $44.73 points to a change of +14.4% from the prior year. Over the last 30 days, this estimate has changed +0.2%.
For the next fiscal year, the consensus earnings estimate of $49.93 indicates a change of +11.6% from what McKesson is expected to report a year ago. Over the past month, the estimate has changed +0.2%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for McKesson.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For McKesson, the consensus sales estimate for the current quarter of $110.14 billion indicates a year-over-year change of +6.8%. For the current and next fiscal years, $429.01 billion and $459.17 billion estimates indicate +6.3% and +7% changes, respectively.
Last Reported Results and Surprise HistoryMcKesson reported revenues of $105.38 billion in the last reported quarter, representing a year-over-year change of +7.7%. EPS of $9.93 for the same period compares with $8.26 a year ago.
Compared to the Zacks Consensus Estimate of $104.39 billion, the reported revenues represent a surprise of +0.95%. The EPS surprise was +5.19%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates two times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
McKesson is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about McKesson. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
McKesson investuje přibližně 1,4 miliardy USD za podíl přibližně 49 % ve společnosti Option Care Health; transakce oceňuje společnost na 5,8 miliardy USD.
What happened McKesson Corporation (NYSE: MCK) said on October 6, 2026, it signed a definitive agreement with Clayton, Dubilier Rice, LLC and Option Care Health, Inc. CD R will hold about 51% of Option Care Health and McKesson will invest about $1.4 billion for a minority interest of about 49%. The deal values Option Care Health at about $5.8 billion and assigns a premium of about 37% to its October 5, 2026 closing share price.
Option Care Health is an independent provider of home and alternate site infusion services. It will remain a separate company led by its own management team. The agreement also sets a framework for McKesson's future acquisition of CD R's interest, subject to specified conditions and regulatory approvals. After closing, McKesson plans to use equity method accounting and record its share of Option Care Health's net income or loss in Other Income, net.
Key numbers Metric Latest Change Source Price per share $32.05 per share Joint news release Enterprise value approximately $5.8 billion Joint news release McKesson investment approximately $1.4 billion Joint news release CD R majority interest approximately 51% Joint news release McKesson minority interest approximately 49% Joint news release Premium to October 5, 2026 close approximately 37% Joint news release Read more: McKesson (MCK) stock analysis and investment case Why it matters OptimistFi's case is that McKesson's scale in North American drug distribution and specialty oncology services will keep converting healthcare volume into rising profit and cash despite very thin wholesale margins. This agreement strengthens that view by extending McKesson into home and alternate site infusion services. The filing says the company wants to improve access and advance care in lower-cost community settings, at or closer to home.
OptimistFi calculates that McKesson's about $1.4 billion commitment equals about 24.1% of the transaction's approximately $5.8 billion enterprise value. That is a large check for a minority interest. The 37% premium may help win support, but the deal remains subject to approvals. McKesson says it may not achieve the expected benefits, and the transaction may be delayed or may not be completed.
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What's next The next dated milestone is Option Care Health's third quarter 2026 results on November 4, 2026. The transaction is expected to close in the first half of calendar year 2027, subject to Option Care Health stockholder approval and required regulatory approvals. If those approvals land on time, Option Care Health's common stock will no longer be publicly listed on Nasdaq. If they do not, the deal may be delayed or may not be completed.
More from OptimistFi MCK stock: the McKesson thesis, its status and the next test to watch United States Brent Oil Fund, LP (NYSE Arca: BNO) Tracks a Supply Gap Alpha Teknova, Inc. (NASDAQ: TKNO) Adds Regulatory Support for PluriFreeze Meta Platforms, Inc. (NASDAQ: META) Has a Conditional $18 Billion Bill Stock research on every company OptimistFi covers Latest stock research and investment-case updates OptimistFi: evidence-first equity research Sources Joint news release — McKesson, CD R and Option Care Health announced the definitive agreement and deal terms. McKesson Form 8-K — McKesson filed the Regulation FD disclosure on October 6, 2026. Read the full OptimistFi thesis on McKesson Corporation: https://optimistfi.com/stocks/MCK
See what would break the McKesson Corporation thesis and track it live on the OptimistFi Thesis-Break Engine.
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The full McKesson Corporation investment case, its status and the next test to watch live on the McKesson Corporation thesis page.
Originally published on OptimistFi, evidence-first equity research. More at optimistfi.com.
McKesson prodloužil partnerství s CVS Health do června 2032, což ve čtvrtek poslalo akcie o více než 5 % nahoru. Firma zároveň potvrdila výhled upraveného zisku na akcii pro fiskální rok 2027.
McKesson (MCK +5.27%) investors received a strong dose of good news on the second-to-last trading day of the week. The storied pharmaceutical and healthcare products distributor announced the extension of its partnership with a major pharmacy chain operator. This development pushed McKesson stock to an over 5% gain on Thursday.
Long-standing partnershipMcKesson's counterparty is none other than the ubiquitous CVS Health (CVS -0.57%). The two companies have signed an agreement in principle for the former to distribute medicines to mail-order, specialty, and retail pharmacies, as well as distribution centers, through June 2032.
Image source: Getty Images.
In the press release trumpeting the new arrangement, McKesson quoted CEO Brian Tyler as saying that "We are pleased to extend our long-standing, strategic relationship with CVS Health and continue supporting their important role in serving patients and communities across the country."
McKesson didn't hesitate to mention that the extension builds on a 25-year history between it and CVS.
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Guidance maintainedWith one important item ticked off its to-do list, McKesson was confident enough to reiterate its guidance for the current fiscal year (2027). It' still believes its net income not under generally accepted accounting principles (non-GAAP, or adjusted) will hit $44.20 to $45 per share. The company also reaffirmed its long-term forecast of 13% to 16% growth in adjusted, per-share earnings.
McKesson is a go-to distributor in its field, a longtime operator that many partners trust to get medicines and other supplies where they need to go. That's a solid advantage in an environment where the U.S. population is aging proportionally, thereby requiring more medical care and products. The company's stock is a fine play on this dynamic.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool recommends CVS Health and McKesson. The Motley Fool has a disclosure policy.
Odvětví Medical-Dental Supplies těží ze silné poptávky po specializovaných terapiích, biologicích a GLP-1 a z přesunu péče do ambulantního a domácího prostředí. Zároveň čelí clům, růstu nákladů a slabším výdajům na kapitálové vybavení.
The Zacks Medical – Dental Supplies industry is benefiting from several structural healthcare shifts. Demand continues to benefit from stable healthcare utilization, continued expansion of specialty medicines, increasing adoption of biologics and GLP-1 therapies, and migration toward outpatient, home-based and community care.
Distributors and manufacturers are increasingly monetizing technology through AI, automation, digital workflows and data-enabled services, improving productivity and strengthening customer relationships. The supply side is also becoming more sophisticated, with investments in automated distribution, manufacturing efficiency and resilient infrastructure.
However, the outlook is not uniformly positive. Tariffs, commodity and freight inflation, policy-driven pharmaceutical price changes, uneven regional demand and softer capital-equipment spending remain constraints.
Overall, the structural demand drivers are currently broader and more durable than the principal cost and macroeconomic headwinds affecting the industry. Companies with diversified business models, technology leadership, specialty exposure and disciplined capital allocation appear well positioned to capitalize on these favorable industry tailwinds through the remainder of 2026.
According to a Mordor Intelligence report, the global medical supplies industry is expected to witness a CAGR of 10%, reaching $318.77 billion by 2031 from an estimated $198.17 billion in 2026. Industry participants, such as McKesson (MCK - Free Report) , Cardinal Health (CAH - Free Report) , Becton, Dickinson and Company (BDX - Free Report) , Merit Medical Systems (MMSI - Free Report) and ProDex (PDEX - Free Report) , are likely to ride on the favorable macro trends amid lingering tariff risks.
Industry Description The Medical–Dental Supplies industry comprises companies that manufacture, distribute and support medical and dental products. The products include consumables, drug-delivery systems, clinical equipment, dental instruments, restorative materials and technology-enabled solutions. Demand for medical supply products is increasingly driven by rising adoption of specialty therapies, biologics, GLP-1 treatments, outpatient care, automation and digital healthcare workflows. Meanwhile, recurring consumables can support revenue resilience. Recent market trends highlight specialty-care utilization, supply-chain efficiency and technology adoption as important industry factors.
Dental supplies form a specialty within the broader market, covering preventive, restorative, surgical and practice-management products.
Major Trends Shaping the Future of the Medical Dental Supplies Industry Specialty Care, Biologics and GLP-1s Strengthen Demand: Specialty healthcare is emerging as a common growth engine across the industry. Rising specialty-drug volumes are supporting distribution, while biologics, oncology, advanced therapies and GLP-1s are expanding demand for specialized delivery, containment and support infrastructure. The trend also extends into theranostics and other complex therapies, increasing the value of technically differentiated products and services.
AI, Automation and Digitalization Are Reshaping Healthcare Supply Chains: Technology is moving beyond incremental efficiency gains and becoming a growth enabler. AI-supported planning, automated distribution, digital clinical workflows and connected platforms are helping companies improve productivity while lowering adoption barriers for healthcare customers. These investments can create recurring revenue opportunities, improve supply-chain resilience and enable providers to manage growing workloads more efficiently.
These technologies help providers improve efficiency, reduce administrative burdens and expand patient access while allowing distributors to enhance operational resilience and margins. As healthcare systems prioritize productivity improvements, technology-enabled service offerings are becoming an increasingly important source of competitive advantage and long-term growth.
Increasing Burden of Oral Diseases and an Aging Population: The U.S. dental equipment market is structurally supported by aging demography and rising disease prevalence. Older cohorts account for a disproportionate share of restorative and surgical procedures, reflecting a higher incidence of caries, periodontal disease and tooth loss. With the 65+ population expanding, demand visibility remains strong, reinforcing procedure volumes and equipment utilization across practices.
Growing Emphasis on Preventive and Early Dental Care: Greater emphasis on oral-health prevention is supporting demand for products and procedures aimed at preventing or managing dental disease at an earlier stage. Fluoride treatments and dental sealants are established preventive interventions, while regular professional cleanings and home-care products remain important components of ongoing oral-health management.
CDC data show that fewer than half of U.S. children and adolescents have dental sealants, suggesting meaningful room for greater adoption. For dental-supply manufacturers, broader adoption of preventive treatments can expand demand for recurring consumables, such as fluoride products, sealants, prophylaxis materials and oral-care products. This trend is supported by the persistent prevalence of cavities and periodontal disease, reinforcing the importance of preventive care across age groups.
Minimally Invasive and Cosmetic Dentistry Trends: Patient preference is increasingly skewed toward minimally invasive and aesthetic procedures, including whitening and veneers. This trend is expanding demand for specialized materials and precision equipment, while also increasing procedure frequency and average spend per patient.
Expansion of Dental Clinics and Group Practices: The ongoing expansion of dental clinics, DSOs and hospital-based practices is structurally increasing equipment demand. Higher patient throughput, standardized treatment protocols and procurement efficiencies are driving consistent product utilization across growing care networks.
Regional Market Growth Drivers: Emerging markets, particularly in Asia-Pacific, are exhibiting above-average growth due to rising healthcare expenditure, improving access and supportive policy frameworks. Dental tourism and expanding middle-class demand are further accelerating equipment adoption in these regions.
Policy Changes and Ongoing Cost Inflation: Despite healthy demand, companies continue navigating an increasingly complex operating environment. Tariffs, healthcare policy changes, pharmaceutical pricing reforms under the Inflation Reduction Act, higher freight costs and inflationary pressures remain important headwinds.
Several companies also cited softer demand in select product categories, such as respiratory diagnostics following a mild flu season, while competitive pricing in certain technology markets continued to weigh on margins. Although management remains confident in mitigating these pressures through pricing actions, productivity initiatives and supply-chain improvements, these headwinds are likely to remain through the rest of 2026.
Zacks Industry Rank The Zacks Medical Dental Supplies industry falls within the broader Zacks Medical sector.
It carries a Zacks Industry Rank #107, which places it in the top 43% of 243 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all member stocks, indicates dull near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Before we present a few dental supply stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock-market performance and valuation picture.
Industry Performance The industry has outperformed its sector but underperformed the S&P 500 composite in the past year.
Stocks in this industry collectively gained 12% compared with the Zacks Medical sector’s rise of 7.8%. The S&P 500 has surged 15.3% in the same time frame.
One-Year Price Performance
Image Source: Zacks Investment Research
Industry's Current Valuation On the basis of the forward 12-month price-to-earnings (P/E), which is commonly used for valuing medical stocks, the industry is currently trading at 17.05X compared with the S&P 500’s 19.71X and the sector’s 20.91X.
Over the past five years, the industry has traded as high as 20.98X and as low as 15.75X, with the median being 20.7X, as the charts show.
Price-to-Earnings Forward Twelve Months (F12M)
Image Source: Zacks Investment Research
Price-to-Earnings Forward Twelve Months (F12M)
Image Source: Zacks Investment Research
5 Key Stocks to Watch Right Now Pro-Dexhas entered the final quarter of 2026 with several growth drivers. Net sales in the fourth quarter of fiscal 2026 rose 17% year over year to $20.4 million, while gross profit more than doubled to $7.1 million, reflecting favorable product mix and contributions from Advanced Precision Machining (“APM”). The quarter also benefited from resumed production and shipments of a next-generation handpiece for its largest customer, supporting the company’s expanding orthopedic device franchise.
Pro-Dex’s pipeline provides additional support. The company recently highlighted long-term OEM relationships, proprietary adaptive torque-limiting technology and expanding robotic end-effector opportunities. PDEX also launched a new Pro-Dex-branded product during the fiscal fourth quarter. Customer concentration remains a risk, while the company cautions that the adoption of new products and its ability to manage growth could affect results.
The Zacks Consensus Estimate for fiscal 2027 revenues indicates an improvement of 6.7% from the year-ago reported figure, while the same for earnings implies a decline of 7.5%. PDEX sports a Zacks Rank #1 (Strong Buy) at present.You can see the complete list of today's Zacks #1 Rank stocks here.
Price and Consensus: PDEX
Image Source: Zacks Investment Research
Merit Medical Systems:MMSI has strong underlying momentum after delivering 9% organic constant-currency growth in the second quarter, its strongest quarterly organic performance in three years. Growth was broad-based, led by Vascular Intervention, Access, Cardiac Therapies and Endoscopy. OEM sales rose 15% and are expected to improve further in the rest of 2026.
The oncology portfolio also offers incremental growth potential, with OneMark and SCOUT MD expanding Merit Medical’s breast-care localization offering. Meanwhile, the Endoscopy business benefited from C2 CryoBalloon and Resilience.
Tariff uncertainty remains a margin risk, with the company incorporating a $16 million tariff impact into its 2026 EPS outlook. Third-quarter results, expected to be announced later this month, are likely to reflect softness due to seasonality, but management expects a strong fourth-quarter rebound.
MMSI expects adjusted EPS to be in the range of $4.25-$4.35 for 2026. The company expects total revenues to grow 8% year over year.
The Zacks Consensus Estimate for 2026 revenues indicates an improvement of 7.8% from the year-ago reported figure, while the same for earnings implies a rise of 12.3%. MMSI carries a Zacks Rank #2 (Buy) at present.
Price and Consensus: MMSI
Image Source: Zacks Investment Research
McKesson
McKesson’s late-2026 trajectory is supported by broad strength across its segments. North American Pharmaceutical benefits from higher prescription volumes, specialty growth and GLP-1 distribution. Oncology & Multispecialty remains a major growth engine, supported by provider expansion, specialty distribution, practice management and differentiated services across oncology and other community-based specialties.
Prescription Technology Solutions is benefiting from demand for access and affordability services, including prior authorization solutions. AI and automation are improving productivity. McKesson is also expanding distribution capacity through a new automated facility in Oklahoma. The main challenges are lower branded-drug pricing and brand-to-generic conversions, which weigh on reported pharmaceutical revenues. MedSurg also faces lower operating profit despite improving revenue trends.
MCK expects adjusted EPS to be in the range of $43.80-$44.60 for fiscal 2027. The company expects revenues from its North American Pharmaceutical segment to grow 4-8% year over year. Revenues from the Oncology and Multispecialty segment are estimated to grow 14.5-18.5% and those from the Prescription Technology segment are likely to increase 2.5-6.5%. Sales at the MedSurg segment are projected to grow 1-6%.
The Zacks Consensus Estimate for fiscal 2027 revenues indicates an improvement of 6.4% from the year-ago reported figure, while the same for earnings implies a rise of 14.1%. MCK has a Zacks Rank #3 (Hold) at present.
Price and Consensus: MCK
Image Source: Zacks Investment Research
Cardinal Health’s outlook for the rest of 2026 is underpinned by specialty pharmaceuticals and its higher-growth businesses. Management expects Specialty to continue expanding within Pharma, while brand and generic volume strength and growth in higher-margin specialty activities support segment profitability.
The Other portfolio — At-Home Solutions, Nuclear and Precision Health Solutions and OptiFreight Logistics — provides additional growth exposure, with management expecting revenue growth to accelerate through fiscal 2027. Theranostics remains an important catalyst for Nuclear and Precision Health Solutions. In GMPD, Cardinal Health is focused on optimizing costs, strengthening supply-chain resilience and expanding its Cardinal Health brand.
IRA-related pricing changes remain a revenue headwind for Pharma, while rising fuel and commodity costs could offset expected tariff benefits. Management also cautioned that a prolonged Iran conflict could pressure GMPD profitability.
CAH expects adjusted EPS to be in the range of $12.40-$12.60 for fiscal 2027. The company expects revenues from its Pharmaceutical segment to grow 8-11% year over year. Revenues from the GMPD segment are estimated to grow 2-4% and those from the Other segment are likely to increase 11-13%.
The Zacks Consensus Estimate for fiscal 2027 revenues indicates an improvement of 4.6% from the year-ago reported figure, while the same for earnings implies a rise of 11.5%. CAH carries a Zacks Rank of 3 at present.
Price and Consensus: CAH
Image Source: Zacks Investment Research
Becton, Dickinson and Company, or popularly known as BD has entered late 2026 with growth increasingly concentrated in its higher-growth platforms. In the third quarter of fiscal 2026, biologic drug delivery, advanced patient monitoring, PureWick, advanced tissue regeneration, peripheral vascular disease and Rowa pharmacy automation delivered strong momentum. New products, including the Liverty TIPS Stent Graft, Elyra Thulium Fiber Laser and Acumen IQ Plus, are expanding BDX’s addressable markets.
The company’s approximately 100 novel and biosimilar GLP-1 agreements strengthen its biopharma pipeline. Operationally, BD Excellence delivered about 8% gross productivity and supported strong service levels, providing an additional margin lever. However, Alaris remains a defined drag because of difficult comparisons, while vaccines in China and other China-related dynamics continue to weigh on growth. Tariffs also reduced margins by approximately 110 basis points in the third quarter.
BDX expects adjusted EPS to be in the range of $12.62-$12.72 for fiscal 2026. The company expects total revenues to grow in low-single percentage points year over year.
The Zacks Consensus Estimate for fiscal 2026 revenues indicates a decline of 11.1% from the year-ago reported figure, while the same for earnings implies a deterioration of 12.6%. However, sales and EPS are estimated to improve 2.5% and 5.2%, respectively, in fiscal 2027. BDX carries a Zacks Rank of 3 at present.
McKesson zvýšil výhled upraveného EPS pro fiskální rok 2027 na 44,20–45,00 USD po 20% růstu EPS v 1. čtvrtletí. Tržby segmentu Oncology & Multispecialty vzrostly o 33 % na 14,2 miliardy USD.
Key Takeaways McKesson raised fiscal 2027 adjusted EPS guidance to $44.20-$45.00 after first-quarter EPS rose 20%.Oncology & Multispecialty revenues surged 33% to $14.2 billion, while operating profit increased 41%.McKesson's GLP-1 distribution revenues reached $15 billion in Q1, up about 24% year over year. McKesson’s (MCK - Free Report) prospects are being driven by robust growth in specialty distribution, oncology services and biopharma solutions. Earnings are also improving on the back of ongoing operational efficiency and capital discipline despite persistent margin pressures and volatility across certain segments.
Shares of this Zacks Rank #3 (Hold) company have gained 4.4% so far this year compared with the industry's 2% rise. The S&P 500 has increased 12.7% in the said time frame.
MCK is one of the leading pharmaceutical distributors in North America, with a market capitalization of $88.46 billion. It forecasts 13.7% earnings growth over the next five years. The company’s earnings surpassed estimates in each of the trailing four quarters, the average beat being 3.09%.
Image Source: Zacks Investment Research
Factors Favoring MCK StockBroad-Based Growth Is Strengthening McKesson’s Earnings: McKesson’s performance in the first quarter of fiscal 2027 demonstrated that earnings momentum is not dependent on a single business. Revenues increased 8% to $105.4 billion, while adjusted EPS rose 20% to $9.93. North American Pharmaceutical, Oncology & Multispecialty and Prescription Technology Solutions all delivered double-digit operating-profit growth.
Management said June was the strongest month of the quarter, suggesting positive momentum exiting the first quarter. The company subsequently raised fiscal 2027 adjusted EPS guidance to $44.20-$45.00, implying 15-17% growth at the midpoint. Growth across major segmentsgives McKesson multiple avenues to sustain earnings growth even if individual product categories experience volatility.
Oncology & Multispecialty Is Becoming a Major Growth Accelerator: Oncology & Multispecialty delivered exceptional first-quarter momentum, with revenues rising 33% to $14.2 billion and operating profit increasing 41%. Even excluding the Core Ventures acquisition, revenues grew approximately 24%, indicating that organic expansion remains substantial.
Management attributed the performance to higher specialty-distribution volumes, penetration of existing provider relationships and new-business wins. The U.S. Oncology Network now includes approximately 3,400 providers, while the broader specialty platform serves more than 14,000 providers. With stable patient utilization, physician recruitment, geographic expansion and additional services creating cross-selling opportunities, management expects 14.5-18.5% revenue growth for the segment in fiscal 2027.
GLP-1 Distribution Is Creating Significant Volume Tailwinds: McKesson’s exposure to GLP-1 therapies is boosting topline significantly. North American Pharmaceutical generated $15 billion of GLP-1 distribution revenues in the first quarter, more than 14% of total revenues. GLP-1 sales were up approximately 24% year over year and 13% sequentially. Management expects GLP-1 volumes to continue growing throughout fiscal 2027, although quarterly variability is likely.
Growth across both covered and other channels suggests that demand extends beyond any single reimbursement mechanism. Prescription Technology Solutions is also benefiting from GLP-1 demand through access and affordability services. This creates a complementary growth model in which McKesson can participate through both pharmaceutical distribution and technology-enabled patient access.
Factors That May Offset the Gains for MCKBranded Drug Price Declines and Generic Conversion Pressure Growth: North American Pharmaceutical revenues increased 5%, but growth was partially offset by lower branded pharmaceutical pricing following January 2026 WAC reductions and branded-to-generic conversions. McKesson emphasized that these pricing changes have a limited impact on operating profit because more than 95% of branded drugs are sold under fee-for-service arrangements, although the effect on reported revenues remains significant. Since pharmaceutical distribution revenues are recognized based on drug selling prices, further WAC reductions could suppress headline revenue growth even when prescription volumes remain healthy.
Medical-Surgical Solutions Faces Low Growth, Margin Pressure: Medical-Surgical Solutions improved its revenue trajectory in the fiscal first quarter, but the segment remains a drag on McKesson’s consolidated earnings profile. Revenues increased only 4% to $2.8 billion, while operating profit declined 20% to $195 million.
Management attributed the earnings decline to product mix and a one-time administrative expense, partially offset by extended-care contributions. The fiscal 2027 outlook calls for only 1-6% revenue growth and flat-to-4% operating-profit growth. The planned separation into Wellverse should sharpen strategic focus, but until the business achieves stronger profitability, its slower growth and margin volatility can dilute the contribution from McKesson’s faster-growing oncology and technology businesses.
Regulatory and Policy Changes Create Long-Term Uncertainty: McKesson continues to face uncertainty from evolving healthcare policies, particularly 340B reform and the IRA Part D framework. Management stressed that the current 340B proposal remains under review, making its eventual structure and timing difficult to assess.
The company also noted that IRA Part D changes are not scheduled to take effect until January 2028, with important variables — including maximum fair prices, reimbursement changes and potential biosimilar competition — still unresolved. McKesson believes its scale, technology and compliance capabilities should help it adapt, but policy changes could alter economics across manufacturers, providers, pharmacies and other stakeholders, creating uncertainty around future growth and segment profitability.
Estimate Trends for MCKMcKesson is witnessing a positive estimate revision trend for 2026. In the past 30 days, the Zacks Consensus Estimate for its earnings per share has improved 3 cents to $44.64.
The Zacks Consensus Estimate for the company’s second-quarter fiscal 2027 revenues and earnings per share is pegged at $110.14 billion and $10.72, respectively. The estimate for revenues indicates a 6.8% improvement from the year-ago quarter’s reported number, while that for earnings implies an 8.7% gain.
Key PicksSome better-ranked stocks from the broader medical space are Veracyte (VCYT - Free Report) , Globus Medical (GMED - Free Report) and Intuitive Surgical (ISRG - Free Report) .
Veracyte, currently sporting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted earnings per share (EPS) of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%. You can see the complete list of today’s Zacks #1 Rank stocks here.
VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 41.8%.
Globus Medical, currently flaunting a Zacks Rank #1, reported a second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
Intuitive Surgical, carrying a Zacks Rank #2 (Buy) at present, reported second-quarter 2026 adjusted EPS of $2.80, which beat the Zacks Consensus Estimate by 12.9%. Revenues of $2.89 billion surpassed the Zacks Consensus Estimate by 3.1%.
Intuitive Surgical has a long-term estimated growth rate of 14.9%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.5%.
Nykredit A/S ve 2. čtvrtletí koupila novou pozici v McKesson za zhruba 36,5 mil. USD, celkem 48 302 akcií. McKesson zároveň oznámil zisk na akcii 9,93 USD a tržby 105,38 mld. USD.
Nykredit A S purchased a new position in McKesson Corporation (NYSE:MCK – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 48,302 shares of the company’s stock, valued at approximately $36,497,000.
Several other hedge funds and other institutional investors have also modified their holdings of the business. Delos Wealth Advisors LLC acquired a new stake in shares of McKesson during the 2nd quarter worth approximately $27,000. Kingdom Financial Group LLC. acquired a new stake in McKesson in the fourth quarter worth $33,000. Greykasell Wealth Strategies Inc. lifted its stake in McKesson by 104.8% in the fourth quarter. Greykasell Wealth Strategies Inc. now owns 43 shares of the company’s stock valued at $35,000 after buying an additional 22 shares during the last quarter. Clearstead Trust LLC bought a new stake in McKesson in the second quarter valued at $37,000. Finally, Evelyn Partners Investment Management Services Ltd acquired a new position in shares of McKesson during the first quarter valued at $45,000. 85.07% of the stock is owned by institutional investors and hedge funds.
McKesson Price Performance Shares of NYSE:MCK opened at $874.02 on Friday. The stock has a market cap of $101.90 billion, a price-to-earnings ratio of 23.39, a PEG ratio of 1.75 and a beta of 0.30. McKesson Corporation has a 12 month low of $687.68 and a 12 month high of $999.00. The stock’s 50 day moving average price is $869.09 and its 200 day moving average price is $838.65.
McKesson (NYSE:MCK – Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $9.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $9.56 by $0.37. McKesson had a negative return on equity of 253.21% and a net margin of 1.12%.The firm had revenue of $105.38 billion during the quarter, compared to analyst estimates of $103.88 billion. During the same period last year, the company posted $8.26 EPS. The firm’s quarterly revenue was up 7.7% on a year-over-year basis. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. On average, sell-side analysts expect that McKesson Corporation will post 44.64 EPS for the current year. McKesson Increases Dividend The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 1st will be issued a $0.94 dividend. This represents a $3.76 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend is Tuesday, September 1st. This is a positive change from McKesson’s previous quarterly dividend of $0.82. McKesson’s dividend payout ratio is currently 10.06%.
Insider Activity In related news, CEO Brian Tyler sold 8,463 shares of the business’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $793.56, for a total value of $6,715,898.28. Following the sale, the chief executive officer directly owned 5,919 shares in the company, valued at $4,697,081.64. The trade was a 58.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Bradley Lerman sold 301 shares of the stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $892.33, for a total transaction of $268,591.33. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 8,875 shares of company stock worth $7,083,441. Corporate insiders own 0.06% of the company’s stock.
Wall Street Analyst Weigh In A number of analysts recently weighed in on the stock. TD Cowen increased their price objective on shares of McKesson from $989.00 to $1,006.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Barclays boosted their target price on shares of McKesson from $925.00 to $1,000.00 and gave the company an “overweight” rating in a research note on Wednesday, August 19th. Evercore restated an “outperform” rating on shares of McKesson in a research report on Thursday, August 6th. Weiss Ratings upgraded shares of McKesson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, September 4th. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $845.00 price target on shares of McKesson in a report on Monday, September 14th. Fourteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $973.44.
View Our Latest Research Report on McKesson
McKesson Profile (Free Report)
McKesson Corporation is a healthcare services and distribution company that supplies pharmaceuticals, specialty drugs, medical products and related services to pharmacies, hospitals, health systems, physicians and other healthcare providers. Its operations support the movement of prescription medicines and medical-surgical supplies from manufacturers to healthcare organizations and patients.
The company’s businesses include pharmaceutical distribution, specialty pharmaceutical services, medical-surgical supply distribution and technology solutions for pharmacies and other healthcare providers.
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Allworth Financial LP cut its stake in McKesson Corporation (NYSE:MCK – Free Report) by 14.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,498 shares of the company’s stock after selling 910 shares during the quarter. Allworth Financial LP’s holdings in McKesson were worth $4,154,000 at the end of the most recent reporting period.
Other institutional investors also recently bought and sold shares of the company. University of Texas Texas AM Investment Management Co. acquired a new position in McKesson in the 4th quarter valued at $25,000. Swiss RE Ltd. acquired a new stake in McKesson during the 4th quarter worth $26,000. Delos Wealth Advisors LLC purchased a new stake in shares of McKesson during the second quarter worth $27,000. State of Wyoming purchased a new stake in shares of McKesson during the second quarter worth $29,000. Finally, Kingdom Financial Group LLC. purchased a new stake in shares of McKesson during the fourth quarter worth $33,000. 85.07% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity at McKesson In other McKesson news, CEO Brian S. Tyler sold 8,463 shares of the stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $793.56, for a total transaction of $6,715,898.28. Following the completion of the transaction, the chief executive officer owned 5,919 shares of the company’s stock, valued at $4,697,081.64. This trade represents a 58.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Napoleon B. Rutledge, Jr. sold 111 shares of McKesson stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $891.45, for a total transaction of $98,950.95. Following the sale, the chief accounting officer owned 521 shares of the company’s stock, valued at approximately $464,445.45. This represents a 17.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 17,338 shares of company stock worth $13,643,366. Company insiders own 0.06% of the company’s stock.
Analyst Ratings Changes Several equities analysts have recently weighed in on MCK shares. TD Cowen raised their price target on shares of McKesson from $989.00 to $1,006.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Robert W. Baird set a $1,015.00 price objective on shares of McKesson in a research note on Thursday, August 6th. UBS Group raised their target price on shares of McKesson from $1,050.00 to $1,080.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Citigroup boosted their target price on McKesson from $945.00 to $1,000.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Finally, Royal Bank Of Canada initiated coverage on McKesson in a research report on Wednesday, August 19th. They issued a “sector perform” rating and a $845.00 price target for the company. Fourteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $973.44. Check Out Our Latest Stock Report on McKesson
McKesson Price Performance Shares of MCK stock opened at $881.22 on Friday. The company has a market capitalization of $102.74 billion, a PE ratio of 23.58, a price-to-earnings-growth ratio of 1.77 and a beta of 0.30. The firm’s 50-day moving average is $858.30 and its two-hundred day moving average is $840.99. McKesson Corporation has a 12 month low of $687.68 and a 12 month high of $999.00.
McKesson (NYSE:MCK – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $9.93 earnings per share for the quarter, beating the consensus estimate of $9.56 by $0.37. The business had revenue of $105.38 billion during the quarter, compared to analysts’ expectations of $103.88 billion. McKesson had a net margin of 1.12% and a negative return on equity of 253.21%. The business’s revenue for the quarter was up 7.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $8.26 EPS. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. Sell-side analysts forecast that McKesson Corporation will post 44.65 EPS for the current year.
McKesson Increases Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 1st will be given a dividend of $0.94 per share. This represents a $3.76 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Tuesday, September 1st. This is a positive change from McKesson’s previous quarterly dividend of $0.82. McKesson’s dividend payout ratio is 10.06%.
McKesson Company Profile (Free Report)
McKesson Corporation is a healthcare services and distribution company that supplies pharmaceuticals, specialty drugs, medical products and related services to pharmacies, hospitals, health systems, physicians and other healthcare providers. Its operations support the movement of prescription medicines and medical-surgical supplies from manufacturers to healthcare organizations and patients.
The company’s businesses include pharmaceutical distribution, specialty pharmaceutical services, medical-surgical supply distribution and technology solutions for pharmacies and other healthcare providers.
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McKesson plánuje koupit Precision Medicine Group za 2,25 miliardy USD, aby posílil onkologii a služby v oblasti biopharmy. V 1. čtvrtletí výnosy v North American Pharmaceutical Distribution vzrostly asi o 5 % a upravený provozní zisk o 19 %.
Cardinal Health Earnings: Can Perfection Get Priced In Twice?McKesson NYSE: MCK discussed its planned $2.25 billion acquisition of Precision Medicine Group, first-quarter operating trends and capital-allocation priorities during a presentation with Wells Fargo analyst Stephen Baxter.
The company said Precision Medicine Group would expand two areas it has identified as long-term growth markets: oncology and biopharma services. The acquisition is expected to become part of McKesson’s Oncology and Multi-Specialty segment, subject to regulatory review and other approvals.
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3 Healthcare Stocks With Fresh Dividend Hikes and Different Income ProfilesCompany executives said Precision Medicine Group has two principal businesses that align with McKesson’s oncology strategy and its biopharma commercialization operations. The transaction would add clinical-trial capabilities, including biomarker-focused trials, while complementing McKesson’s Sarah Cannon, Ontada and U.S. Oncology Network assets. It would also add services related to payer strategy and market access for biopharma companies.
Precision Medicine Group Adds CRO Capabilities McKesson said the deal would bring a more established contract research organization, or CRO, capability to its portfolio. The company currently has site-management operations through its Sarah Cannon joint venture and described its existing CRO-related capabilities as more limited.
MarketBeat Week in Review – 07/27- 07/31The Precision Medicine Group CRO business is focused on oncology, rare disease, immunology, and cell and gene therapy rather than the broader services offered by some larger CROs, executives said. McKesson said the focus is important because it aligns with areas where the company already has assets and investments, including its InspiroGene cell and gene operation.
Kenny Cheung, McKesson’s executive vice president and chief financial officer, said the company sees the transaction as complementary to its existing platforms and expects it to create incremental value for biopharma partners across drug innovation, clinical services, commercialization and patient access, particularly in community settings.
Cheung said McKesson would provide further information about expected earnings-per-share accretion as the transaction progresses toward closing. He said the company evaluates acquisitions based on strategic alignment, returns above its cost of capital, return on invested capital, risk and the trade-offs against other uses of capital.
McKesson said on its first-quarter earnings call that it expects to deploy roughly $5 billion to shareholders this year. That included $2.5 billion of share repurchases completed in the first quarter and a 15% increase in its dividend.
First-Quarter Growth and Investment Plans Cheung said McKesson was pleased with first-quarter performance across its North American Pharmaceutical Distribution, Oncology and Multi-Specialty, and Prescription Technology Solutions businesses.
In North American Pharmaceutical Distribution, revenue increased roughly 5% and adjusted operating profit rose about 19%, according to Cheung. He attributed the results to broad-based growth across products and channels, including brands and generics, as well as strong utilization trends in health-system products. Product launches, including new branded products and brand-to-generic conversions, also supported gross profit.
While the company’s full-year forecast implies slower growth than the first-quarter rate, Cheung said McKesson expects to make investments in business growth, automation and technology during the second half of the year. He said artificial intelligence investments in supply-chain operations are helping coordinate demand, supply and operations while producing working-capital benefits.
McKesson said customer renewals remain a routine part of its operations, with roughly one-third of its business typically up for renewal each year. The company said it seeks to build value-based relationships rather than purely transactional arrangements, pointing to capabilities such as CoverMyMeds, connections with 50,000 pharmacies, supply-chain services and data-driven tools.
Generics, IRA and Biosimilars Executives described the generic-drug environment as competitive but stable. McKesson said its ClarusONE joint venture supports generic sourcing and that its priorities include stable supply, competitive pricing and product availability. The company said loss-of-exclusivity events are reflected in its guidance, though generics are less material to its North American pharmaceutical distribution business than they were in prior decades because of the broader business’s growth.
Regarding the Inflation Reduction Act, McKesson said it has experienced a revenue headwind from drug pricing changes but generally has not seen a corresponding bottom-line impact. Cheung said approximately 95% of its contracts are structured as fee-for-service arrangements, helping preserve gross profit and operating income even when wholesale acquisition cost pressure affects revenue.
The company said it remains in discussions with manufacturers regarding future IRA-related drug cohorts and expects to manage the next wave similarly to prior pricing changes.
McKesson also expressed optimism about biosimilars, saying they can improve patient choice and healthcare affordability while typically providing more value to its model than innovator drugs. The company said biosimilars generally fall between generics and branded drugs in their value to McKesson, with Part B channels tending to be more favorable than Part D.
Segment Updates and Wellverse Separation McKesson’s Oncology and Multi-Specialty segment reported approximately 33% first-quarter revenue growth and about 41% adjusted operating profit growth, Cheung said. Excluding the impact of Core Ventures comparisons, he said adjusted operating profit grew roughly 15% year over year. The company cited volume growth in existing practices and networks, new business wins in group purchasing and distribution, and acquisition returns as key drivers.
Prescription Technology Solutions reported first-quarter revenue growth of 9% and adjusted operating profit growth of 13%, at the high end of its long-term adjusted operating profit growth target of 10% to 13%, Cheung said. GLP-1-related activity is contributing to growth, but Cheung said GLP-1s represent roughly 11% of the segment’s total revenue, while non-GLP-1 therapies also grew.
McKesson said its BRIDGE program began in July and therefore did not affect first-quarter results, though it was included in the company’s guidance. Cheung said the program has started more strongly than expected, and the company plans to provide an update with its second-quarter results.
In Medical-Surgical, first-quarter revenue rose roughly 4%, while adjusted operating profit declined about 20% due in part to one-time administrative costs. McKesson reiterated its expectation for full-year adjusted operating profit growth of 0% to 4% in the business, supported by new business wins, private-label expansion and cost initiatives. Executives said illness-season indicators have been somewhat softer than expected so far, though the season is still in its early stages.
The company also said it is progressing with the separation of its Medical-Surgical business, which has been rebranded as Wellverse. Transition service agreements are being established and beginning to wind down, while systems are being moved into a standalone environment. Cheung said McKesson is targeting the back half of the next calendar year and plans to exit its remaining shares following a customary lockup period through a split-off, spin-off or both.
About McKesson (NYSE:MCK)McKesson Corporation NYSE: MCK is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.
The company's core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.
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Barlow Wealth Partners LLC lifted its position in shares of McKesson Corporation (NYSE:MCK – Free Report) by 96.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 33,820 shares of the company’s stock after purchasing an additional 16,596 shares during the period. McKesson comprises approximately 2.9% of Barlow Wealth Partners LLC’s portfolio, making the stock its 13th largest position. Barlow Wealth Partners LLC’s holdings in McKesson were worth $27,687,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Secure Asset Management LLC grew its holdings in shares of McKesson by 484.8% during the second quarter. Secure Asset Management LLC now owns 2,123 shares of the company’s stock worth $1,604,000 after purchasing an additional 1,760 shares during the last quarter. Summit Global Investments purchased a new stake in shares of McKesson in the 2nd quarter valued at about $1,159,000. Walter Public Investments Inc. purchased a new stake in shares of McKesson in the 4th quarter valued at about $6,538,000. One Wealth Advisors LLC acquired a new stake in shares of McKesson in the 2nd quarter valued at about $1,494,000. Finally, North Dakota State Investment Board acquired a new stake in shares of McKesson in the 4th quarter valued at about $3,969,000. Institutional investors and hedge funds own 85.07% of the company’s stock.
McKesson Trading Down 0.3% McKesson stock opened at $921.70 on Friday. The stock has a 50 day moving average of $845.27 and a two-hundred day moving average of $842.63. McKesson Corporation has a twelve month low of $682.35 and a twelve month high of $999.00. The stock has a market capitalization of $107.46 billion, a price-to-earnings ratio of 24.66, a PEG ratio of 1.84 and a beta of 0.30.
McKesson (NYSE:MCK – Get Free Report) last released its earnings results on Wednesday, August 5th. The company reported $9.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $9.56 by $0.37. McKesson had a negative return on equity of 253.21% and a net margin of 1.12%.The business had revenue of $105.38 billion for the quarter, compared to analyst estimates of $103.88 billion. During the same quarter in the previous year, the company posted $8.26 earnings per share. The company’s revenue for the quarter was up 7.7% compared to the same quarter last year. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. Equities analysts predict that McKesson Corporation will post 44.65 earnings per share for the current year. McKesson Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 1st will be given a dividend of $0.94 per share. This represents a $3.76 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date is Tuesday, September 1st. This is an increase from McKesson’s previous quarterly dividend of $0.82. McKesson’s payout ratio is currently 10.06%.
Wall Street Analysts Forecast Growth Several research firms have commented on MCK. Wall Street Zen lowered McKesson from a “buy” rating to a “hold” rating in a research report on Saturday, June 27th. Morgan Stanley reissued an “overweight” rating on shares of McKesson in a report on Friday, August 7th. Weiss Ratings lowered shares of McKesson from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, July 7th. Royal Bank Of Canada started coverage on shares of McKesson in a report on Wednesday, August 19th. They issued a “sector perform” rating and a $845.00 target price on the stock. Finally, Robert W. Baird set a $1,015.00 price target on shares of McKesson in a research note on Thursday, August 6th. Fourteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $973.44.
Read Our Latest Stock Analysis on McKesson
Insider Buying and Selling at McKesson In other news, Director Bradley Lerman sold 301 shares of McKesson stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $892.33, for a total value of $268,591.33. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Brian Tyler sold 8,463 shares of the business’s stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $793.56, for a total transaction of $6,715,898.28. Following the transaction, the chief executive officer owned 5,919 shares in the company, valued at approximately $4,697,081.64. This trade represents a 58.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 22,156 shares of company stock valued at $17,305,242 in the last 90 days. Company insiders own 0.06% of the company’s stock.
McKesson Company Profile (Free Report)
McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.
The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.
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McKesson potvrdil průnik do několika cloudových účtů a únik dat; hackeři ze skupiny ShinyHunters tvrdí, že získali miliony řádků údajů o pacientech a požadovali 55 milionů USD.
A prolific hacking group has taken credit for last week’s cyberattack against U.S. pharmaceutical distribution giant McKesson, leading to the latest spill of highly sensitive health data by an American healthcare company in recent months.
McKesson confirmed Friday in a statement on its website that hackers broke into several of its cloud-hosted accounts earlier in the week and exfiltrated data, and that the company expected “intermittent service degradation” related to the incident. In a separate notice to customers, the company’s chief technology officer, Francisco Fraga, said the stolen data relates to its oncology & multispecialty and medical-surgical units.
The Texas-based company is one of the largest American distributors of pharmaceuticals, medicines, medical supplies, and technology to hospitals and healthcare providers across the United States, and as such handles a large amount of patient data.
The ShinyHunters hacking group — one of the most active data-extortion crews of the past two years — told TechCrunch that it hacked the company’s cloud environment by tricking several employees into granting the hackers’ access to McKesson’s network by using phishing and social engineering tricks, which the group is known for.
The hackers said they stole a range of personal information, such as names, addresses, and Social Security numbers, as well as protected health information, including diagnoses, medications, allergies, and patient notes. The hackers say they took millions of rows of patient data from the company’s cloud-hosted Snowflake and Salesforce environments, but that they are unsure of how many individuals are ultimately affected.
The stolen data also included McKesson employees’ information, such as home addresses.
ShinyHunters shared screenshots and a sample of the stolen data with TechCrunch, and we verified a small subset of it against public records.
Bleeping Computer, which first reported the link to the ShinyHunters hacking group, said the hackers demanded a $55 million ransom from the company in exchange for not publicly releasing the stolen files.
A spokesperson for McKesson did not respond to TechCrunch’s request for comment on Monday.
McKesson is the latest healthcare company or medical device maker to be targeted in a string of cyberattacks in recent months, as hackers aim to steal large amounts of sensitive medical and health data that they can use to extort the companies into paying a ransom to keep it from being published.
Last week, medical device maker Boston Scientific was hit by a cyberattack that knocked much of the company’s network offline. The cyberattack had a similar effect to an incident earlier this year at another medical device maker Stryker, in which hackers abused a company’s internal tools to remotely wipe thousands of employee devices. Abbott Laboratories and Medtronic have also experienced cyberattacks, while electronic patient records provider CareCloud and health tech company TriZetto had breaches affecting over 3 million patients each.
The ShinyHunters hackers have also taken credit for sizable data breaches at Amazon-owned OneMedical and dental insurance company DentaQuest following cyberattacks on their systems.
Lorenzo Franceschi-Bicchierai contributed reporting.
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Zack Whittaker is the security editor at TechCrunch. He also authors the weekly cybersecurity newsletter, this week in security.
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McKesson (MCK.N) said on Tuesday it would buy privately held Precision Medicine Group in a deal valued at about $2.25 billion, as part of a years-long effort to strengthen its higher-growth businesses.
The U.S. drug distributor has been reshaping its portfolio by exiting non-core assets and streamlining its operations while investing in businesses such as oncology and specialty care to drive long-term growth.
"Precision Medicine Group brings complementary capabilities that will enhance our clinical research and commercialization services, strengthen clinical trial execution, and broaden our clinical service offerings," McKesson CEO Brian Tyler said in a statement.
Bethesda, Maryland-based Precision provides clinical research, laboratory testing and commercialization services that help biotechnology and pharmaceutical companies develop and launch new medicines.
Shares of McKesson were up 1.2% in early trading.
Leerink Partners analyst Michael Cherny said the acquisition fits with McKesson's current portfolio and is not a "bet-the-farm" transaction, given its value is equivalent to just over 2% of the company's market capitalization.
However, Cherny said investors would want more clarity on how McKesson can help scale Precision and create synergies from the deal.
McKesson said Precision will become part of its oncology and multispecialty unit after the deal closes but did not provide an expected timeline for the completion.
J.P.Morgan analyst Lisa Gill said the tuck-in deal will likely strengthen McKesson's biopharma offerings.
Revenue in the division jumped 33% to $14.2 billion in the first quarter of fiscal 2026, fueled by growth in services to healthcare providers and specialty distribution, including contributions from its acquisitions of controlling stakes in Core Ventures and PRISM Vision Holdings.
The company, which last year restructured its operations into four reporting segments, said in April it would sell a minority stake in its medical-surgical solutions business to investment firm Apollo Funds for $1.25 billion, as it pursues an initial public offering for the unit.
McKesson v prvním čtvrtletí fiskálního roku 2027 zvýšil tržby severoamerické farmaceutické divize o 5 % a provozní zisk o 19 % na 894 milionů USD. Onkologie a multispeciality vzrostly o 33 % na 14,2 miliardy USD, přičemž provozní zisk stoupl o 41 %. Technologická divize zvýšila tržby o 9 % a provozní zisk o 13 % na 303 milionů USD.
Key Takeaways McKesson's North American Pharmaceutical revenues rose 5%, while operating profit jumped 19% to $894 million.Oncology and Multispecialty revenues surged 33% to $14.2 billion, with operating profit rising 41%.McKesson's technology unit posted 9% revenue growth as access solutions and AI supported operating leverage. McKesson’s (MCK - Free Report) prospects are being driven by robust growth in specialty distribution, oncology services and biopharma solutions. Earnings are also improving on the back of ongoing operational efficiency and capital discipline despite persistent margin pressures and volatility across certain segments.
Shares of this Zacks Rank #3 (Hold) company have gained 6.5% year to date compared with the industry's 5.9% growth and the S&P 500’s 11.4% rise.
MCK is one of the leading pharmaceutical distributors in North America, with a market capitalization of $100.14 billion. It forecasts 11.4% earnings growth over the next five fiscal years. The company’s earnings surpassed estimates in each of the trailing four quarters, the average beat being 4.29%.
Image Source: Zacks Investment Research
Factors Favoring MCK StockStrong North American Pharmaceutical Momentum: McKesson’s North American Pharmaceutical segment delivered strong momentum in the first quarter of fiscal 2027, with revenues increasing 5% and operating profit rising 19% to $894 million. Growth was driven by higher prescription transaction volumes, including specialty products, as well as the timing of new product launches and strong distribution to health systems and strategic accounts.
Lower branded pharmaceutical pricing following WAC decreases had little impact on operating profit. Management said the business continues to benefit from stable utilization trends, specialty growth and its generic sourcing program. McKesson expects continued GLP-1 growth, with distribution revenues from these medications reaching $15 billion in the quarter, up 24% year over year. Sustained prescription volumes and specialty demand could support earnings momentum despite pricing pressure.
Oncology and Multispecialty Platform Gains Traction: McKesson’s Oncology and Multispecialty segment continues to be one of its strongest growth engines. Revenues increased 33% to $14.2 billion, while operating profit rose 41%. Even excluding Core Ventures, revenues grew about 24% and operating profit about 15%, indicating growth beyond acquisitions. Higher specialty distribution volumes, growth in existing provider solutions and new business wins are the main drivers.
The U.S. Oncology Network has expanded to approximately 3,400 providers, while McKesson supports more than 14,000 providers across community-based specialties. Management expects further growth from physician recruitment, geographic expansion, greater throughput across existing practices and AI-enabled technologies that could help providers see more patients. This creates multiple avenues for continued growth beyond acquisitions.
Technology Solutions and AI Strengthen the Growth Profile: McKesson’s Prescription Technology Solutions business continued to demonstrate strong operating leverage, with revenues increasing 9% and operating profit rising 13% to $303 million. Growth was supported by higher prescription volumes in third-party logistics and access solutions, particularly prior authorization services. McKesson also began supporting the CMS Medicare GLP-1 Bridge program, with 95% of prior authorization requests receiving a determination within 30 minutes. Management expects fiscal 2027 revenue growth of 2.5% to 6.5% and operating profit growth of 11% to 15%, reinforcing the earnings contribution from access solutions.
Demand is broadening across GLP-1 medications and other therapeutic categories. McKesson’s technology platform is helping manufacturers, providers, pharmacies and payers navigate complex access and affordability requirements. Management highlighted that AI-enabled development allowed the company to build and deploy an external data connection in a single business day versus several weeks or months historically. Greater automation and productivity could strengthen the value of these solutions while supporting long-term growth.
Factors That May Offset the Gains for MCKBranded Drug Pricing Pressure Weighs on Revenue Growth: Lower branded pharmaceutical pricing remains a top-line headwind for McKesson. Management noted that WAC decreases following January 2026 pricing changes partially offset prescription-volume growth in North American Pharmaceutical. While these declines had little impact on operating profit because more than 95% of branded drugs are under fee-for-service arrangements, they still reduce reported revenue growth.
The company expects North American Pharmaceutical revenues to grow in fiscal 2027, meaning pricing pressure could continue to limit the pace of top-line expansion even if underlying prescription demand remains healthy.
Timing-Related Benefits Could Moderate Future Performance: Some of the first-quarter strength may not be fully repeatable. Management acknowledged that McKesson benefited earlier than expected from favorable developments in the generic business, which could come at the expense of later quarters. New product launch timing also contributed to first-quarter operating profit growth.
As a result, while management remains confident in the underlying fundamentals, quarterly performance may become less consistent as product launches, generic conversions and utilization trends shift throughout the year. This could create greater variability in earnings growth even if the broader business remains healthy.
Policy Changes Create Longer-Term Uncertainty: McKesson continues to monitor changes in the healthcare policy environment, including potential reforms to the 340B program and the Inflation Reduction Act’s Part D provisions. Management emphasized that the 340B proposal remains preliminary and that it is too early to determine its financial impact.
The IRA Part D changes are not expected to take effect until January 2028, but uncertainties remain around maximum fair prices, reimbursement changes and potential biosimilar competition. Although McKesson believes its scale, technology and provider relationships position it to navigate these changes, evolving drug-pricing policies could alter industry economics and create uncertainty around future growth.
Estimate Trends for MCKMcKesson is witnessing a positive estimate revision trend for fiscal 2027. In the past 30 days, the Zacks Consensus Estimate for its earnings per share has improved 37 cents to $44.65.
The Zacks Consensus Estimate for the company’s second-quarter fiscal 2027 revenues and earnings per share is pegged at $110.14 billion and $10.57, respectively. The estimate for revenues indicates a 6.8% improvement from the year-ago quarter’s reported number, while that for earnings implies a 7.2% gain.
Stocks to ConsiderSome better-ranked stocks from the broader medical space are Veracyte (VCYT - Free Report) , Globus Medical (GMED - Free Report) and West Pharmaceutical (WST - Free Report) .
Veracyte, currently flaunting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted earnings per share (EPS) of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%. You can see the complete list of today’s Zacks #1 Rank stocks here.
VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 41.8%.
Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
West Pharmaceutical, carrying a Zacks Rank #2 at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.
WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 17.4%.
Beacon Pointe Advisors LLC purchased a new position in shares of McKesson Corporation (NYSE:MCK – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 20,343 shares of the company’s stock, valued at approximately $15,371,000.
A number of other hedge funds and other institutional investors have also recently modified their holdings of MCK. University of Texas Texas AM Investment Management Co. purchased a new position in shares of McKesson during the fourth quarter valued at approximately $25,000. Swiss RE Ltd. purchased a new stake in shares of McKesson during the 4th quarter valued at $26,000. Delos Wealth Advisors LLC purchased a new stake in shares of McKesson in the 2nd quarter valued at $27,000. State of Wyoming purchased a new stake in McKesson during the 2nd quarter valued at $29,000. Finally, Kingdom Financial Group LLC. bought a new stake in McKesson in the fourth quarter valued at $33,000. Institutional investors and hedge funds own 85.07% of the company’s stock.
Insider Buying and Selling at McKesson In related news, EVP Thomas L. Rodgers sold 699 shares of McKesson stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $735.27, for a total value of $513,953.73. Following the transaction, the executive vice president owned 2,268 shares of the company’s stock, valued at approximately $1,667,592.36. This trade represents a 23.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Brian S. Tyler sold 8,463 shares of McKesson stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $793.56, for a total transaction of $6,715,898.28. Following the sale, the chief executive officer directly owned 5,919 shares of the company’s stock, valued at $4,697,081.64. This trade represents a 58.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 23,111 shares of company stock valued at $18,011,274 over the last quarter. Company insiders own 0.06% of the company’s stock.
Analyst Upgrades and Downgrades A number of brokerages have recently issued reports on MCK. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $875.00 price target on shares of McKesson in a report on Friday, May 8th. UBS Group boosted their price objective on shares of McKesson from $1,050.00 to $1,080.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Barclays raised their price target on shares of McKesson from $925.00 to $1,000.00 and gave the company an “overweight” rating in a report on Wednesday, August 19th. Weiss Ratings cut McKesson from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, July 7th. Finally, Citigroup raised their price target on shares of McKesson from $945.00 to $1,000.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Fourteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $973.44. Check Out Our Latest Analysis on McKesson
McKesson Stock Performance Shares of McKesson stock opened at $895.59 on Friday. The firm has a fifty day moving average of $833.31 and a two-hundred day moving average of $844.13. The company has a market cap of $104.42 billion, a P/E ratio of 23.97, a PEG ratio of 1.75 and a beta of 0.30. McKesson Corporation has a one year low of $679.65 and a one year high of $999.00.
McKesson (NYSE:MCK – Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported $9.93 EPS for the quarter, beating analysts’ consensus estimates of $9.56 by $0.37. The firm had revenue of $105.38 billion for the quarter, compared to analysts’ expectations of $103.88 billion. McKesson had a negative return on equity of 253.21% and a net margin of 1.12%.McKesson’s quarterly revenue was up 7.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $8.26 EPS. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. As a group, equities analysts predict that McKesson Corporation will post 44.65 earnings per share for the current year.
McKesson Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 1st will be given a $0.94 dividend. This represents a $3.76 dividend on an annualized basis and a yield of 0.4%. This is a positive change from McKesson’s previous quarterly dividend of $0.82. The ex-dividend date is Tuesday, September 1st. McKesson’s payout ratio is currently 8.78%.
Trending Headlines about McKesson Here are the key news stories impacting McKesson this week:
Positive Sentiment: Expansion into precision medicine: McKesson agreed to acquire privately held Precision Medicine Group for approximately $2.25 billion. Precision Medicine provides clinical research, laboratory testing and commercialization services for biotechnology and pharmaceutical companies, giving McKesson greater exposure to oncology, personalized medicine and specialty care. McKesson Doubles Down on Healthcare Growth With Precision Medicine Acquisition Positive Sentiment: Higher-growth service mix: The acquisition is expected to strengthen McKesson’s clinical research and commercialization capabilities and deepen relationships with biopharmaceutical companies and oncology practices. Investors may view the transaction as a way to reduce reliance on lower-margin pharmaceutical distribution and participate in growth tied to new drug development. What Does McKesson Gain From Its Push Into Oncology And Clinical Research? Neutral Sentiment: Portfolio repositioning amid workforce changes: Coverage noted layoffs at Rx Savings while McKesson plans the Precision Medicine acquisition. The combination highlights an ongoing reallocation of resources, although the near-term effect on earnings and integration costs remains uncertain. Amid Layoffs, McKesson Plans Acquisition Negative Sentiment: Cybersecurity incident disclosed: McKesson reported discovering a cybersecurity incident on August 25 after the ShinyHunters group claimed it had stolen patient data. The company’s investigation and any resulting regulatory, remediation, privacy or reputational costs could weigh on sentiment, although the ultimate scope and financial impact were not yet clear. McKesson Discloses Breach After ShinyHunters Claims Patient Data Theft McKesson Company Profile (Free Report)
McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.
The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.
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McKesson zvýšil výhled upraveného zisku na akcii pro fiskální rok 2027 na 44,20–45,00 USD, tedy o 13 % až 15 %. Zároveň plánuje asi 5 mld. USD zpětných odkupů a zvýšil čtvrtletní dividendu o 15 % na 94 centů.
Key Takeaways McKesson targets 13%-15% fiscal 2027 adjusted EPS growth as specialty businesses expand.MCK trades at 18.4X forward earnings, above its five-year median of 15.7X and sub-industry's 17.6X.McKesson plans about $5B in fiscal 2027 buybacks and raised its quarterly dividend 15% to 94 cents. McKesson Corporation (MCK - Free Report) enters fiscal 2027 with double-digit earnings growth, faster expansion in specialty businesses and sizable capital returns. Those strengths support the long-term case, but the shares now trade above important historical and industry valuation benchmarks.
That leaves investors with a tighter decision. The operating story is improving, yet the current multiple leaves less room for execution misses, policy changes or a slowdown in earnings momentum.
McKesson's Growth Case Remains StrongMcKesson raised fiscal 2027 adjusted earnings guidance to $44.20-$45.00 per share, implying 13%-15% growth. Management also continues to target long-term adjusted earnings growth of 13%-16%, supported by organic growth, operating leverage and capital allocation.
The mix is moving toward higher-growth specialty platforms. First-quarter Oncology & Multispecialty revenues increased 33% and adjusted operating profit rose 41%, while Prescription Technology Solutions operating profit advanced 13%. The U.S. Oncology Network now includes about 3,400 providers and treats more than 2 million patients annually.
Cencora, Inc. (COR - Free Report) provides a useful industry reference point. It reported 5.1% revenue growth in its fiscal 2026 third quarter and raised full-year adjusted earnings guidance, showing that pharmaceutical distribution and specialty exposure continue to support growth across the group.
MCK's Premium Valuation Limits the Margin for ErrorMcKesson trades at 18.4X forward 12-month earnings, above its five-year median of 15.7X and the Zacks sub-industry multiple of 17.6X. The current valuation remains below its five-year high of 22.8X, but it already prices in a meaningful portion of the earnings-growth story.
That premium raises the importance of consistent execution. Cardinal Health, Inc. (CAH - Free Report) , another major pharmaceutical and specialty distributor, underscores the competitive scale of the sector. Investors paying above McKesson's historical median will likely want continued specialty growth and operating leverage to justify the higher multiple.
Image Source: Zacks Investment Research
McKesson's Capital Returns Support Per-Share GrowthMcKesson repurchased $2.5 billion of stock in the first quarter, including $2.25 billion through an accelerated program. Full-year guidance anticipates about $5 billion of repurchases, reinforcing management's commitment to returning excess capital.
The board also raised the quarterly dividend 15% to 94 cents per share. McKesson expects diluted weighted-average shares of 115.5 million to 117.5 million for fiscal 2027, down from 124.1 million in fiscal 2026, which should continue to support per-share earnings growth.
MCK Still Faces Concentration and Policy RisksCustomer concentration remains a material risk. McKesson's 10 largest customers accounted for about 73% of fiscal 2026 consolidated revenues, while its largest customer represented roughly 24%. That exposure increases sensitivity to contract renewals, purchasing changes and service requirements.
Policy uncertainty adds another layer. Drug-pricing and reimbursement changes, 340B developments and manufacturer contracting behavior can affect revenue presentation, service fees and customer economics. Separation-related financing for Medical-Surgical Solutions also increases interest expense and adds execution complexity.
McKesson's Hold Signal Balances the Trade-OffThe bottom line is that McKesson's growth profile remains attractive, but the valuation offers less margin for error than it did at its historical median. The combination favors patience over chasing the shares after a strong rerating.
MCK currently carries a Zacks Rank #3 (Hold), along with a Value Score of A, Growth Score of A, Momentum Score of A and VGM Score of A. The Style Scores point to favorable characteristics across several investment approaches, but they are designed to complement the Zacks Rank. With a Hold rank, the stock may remain suitable for existing holders, while prospective buyers have reason to weigh valuation and execution risk before committing new capital. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Algebris UK Ltd. bought a new stake in McKesson Corporation (NYSE:MCK – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,206 shares of the company’s stock, valued at approximately $908,000.
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. University of Texas Texas AM Investment Management Co. acquired a new stake in shares of McKesson during the fourth quarter worth $25,000. Swiss RE Ltd. acquired a new position in McKesson in the fourth quarter valued at $26,000. State of Wyoming bought a new stake in McKesson during the second quarter valued at $29,000. Kingdom Financial Group LLC. bought a new stake in McKesson during the fourth quarter valued at $33,000. Finally, Birchwood Financial Partners Inc. acquired a new stake in McKesson during the 4th quarter worth about $33,000. Institutional investors and hedge funds own 85.07% of the company’s stock.
Insider Transactions at McKesson
In other McKesson news, EVP Michele Lau sold 3,550 shares of McKesson stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $761.09, for a total transaction of $2,701,869.50. Following the transaction, the executive vice president owned 3,247 shares of the company’s stock, valued at $2,471,259.23. This trade represents a 52.23% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Brian S. Tyler sold 8,463 shares of the business’s stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $793.56, for a total value of $6,715,898.28. Following the completion of the transaction, the chief executive officer owned 5,919 shares in the company, valued at $4,697,081.64. The trade was a 58.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 29,049 shares of company stock worth $22,530,626. Company insiders own 0.06% of the company’s stock.
Analysts Set New Price Targets
A number of brokerages have weighed in on MCK. JPMorgan Chase & Co. lowered their target price on McKesson from $1,107.00 to $1,015.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Wells Fargo & Company increased their price target on McKesson from $812.00 to $933.00 and gave the stock an “equal weight” rating in a report on Tuesday, August 11th. Barclays raised their price objective on shares of McKesson from $925.00 to $1,000.00 and gave the stock an “overweight” rating in a research report on Wednesday. UBS Group boosted their target price on shares of McKesson from $1,050.00 to $1,080.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Finally, Robert W. Baird set a $1,015.00 target price on shares of McKesson in a research note on Thursday, August 6th. Fourteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, McKesson currently has an average rating of “Moderate Buy” and a consensus target price of $973.44.
Check Out Our Latest Analysis on McKesson
McKesson Trading Down 1.5%
Shares of NYSE:MCK opened at $841.21 on Friday. The stock has a market cap of $98.08 billion, a PE ratio of 22.51, a price-to-earnings-growth ratio of 1.68 and a beta of 0.30. The stock’s fifty day simple moving average is $819.40 and its two-hundred day simple moving average is $843.73. McKesson Corporation has a 1-year low of $673.38 and a 1-year high of $999.00.
McKesson (NYSE:MCK – Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $9.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $9.56 by $0.37. The firm had revenue of $105.38 billion during the quarter, compared to analyst estimates of $103.88 billion. McKesson had a net margin of 1.12% and a negative return on equity of 253.21%. The business’s revenue was up 7.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $8.26 EPS. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. On average, sell-side analysts forecast that McKesson Corporation will post 44.65 earnings per share for the current fiscal year.
McKesson Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 1st will be paid a $0.94 dividend. This is a positive change from McKesson’s previous quarterly dividend of $0.82. The ex-dividend date is Tuesday, September 1st. This represents a $3.76 annualized dividend and a yield of 0.4%. McKesson’s dividend payout ratio (DPR) is 10.06%.
McKesson Profile
(Free Report)
McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.
The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.
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Alamar Capital Management ve 2. čtvrtletí otevřela novou pozici v McKesson za zhruba 1,395 milionu USD a koupila 1 844 akcií. McKesson zároveň oznámil tržby 105,38 miliardy USD a zisk na akcii 9,93 USD, což překonalo odhady.
Alamar Capital Management LLC bought a new position in McKesson Corporation (NYSE:MCK – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 1,844 shares of the company’s stock, valued at approximately $1,395,000.
A number of other large investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in McKesson by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 12,104,719 shares of the company’s stock valued at $9,929,380,000 after purchasing an additional 73,109 shares during the last quarter. BlackRock Inc. bought a new position in shares of McKesson in the second quarter valued at approximately $8,156,743,000. State Street Corp lifted its stake in shares of McKesson by 0.5% in the fourth quarter. State Street Corp now owns 5,780,179 shares of the company’s stock worth $4,746,118,000 after buying an additional 29,660 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of McKesson by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 2,857,344 shares of the company’s stock worth $2,333,520,000 after buying an additional 25,082 shares during the last quarter. Finally, Franklin Resources Inc. boosted its holdings in shares of McKesson by 5.4% during the 4th quarter. Franklin Resources Inc. now owns 2,825,954 shares of the company’s stock worth $2,318,102,000 after buying an additional 144,633 shares during the period. Institutional investors own 85.07% of the company’s stock.
Wall Street Analysts Forecast Growth MCK has been the topic of a number of research analyst reports. Citigroup raised their target price on shares of McKesson from $945.00 to $1,000.00 and gave the company a “buy” rating in a research note on Friday, July 24th. JPMorgan Chase & Co. cut their target price on shares of McKesson from $1,107.00 to $1,015.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $875.00 price target on shares of McKesson in a report on Friday, May 8th. TD Cowen raised their price target on McKesson from $989.00 to $1,006.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Finally, William Blair began coverage on McKesson in a research note on Tuesday, April 28th. They issued an “outperform” rating on the stock. Fourteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $977.00.
Check Out Our Latest Analysis on McKesson Insider Buying and Selling at McKesson In other McKesson news, EVP Thomas L. Rodgers sold 699 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $735.27, for a total value of $513,953.73. Following the completion of the sale, the executive vice president owned 2,268 shares in the company, valued at approximately $1,667,592.36. This trade represents a 23.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Bradley E. Lerman sold 301 shares of McKesson stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $892.33, for a total value of $268,591.33. The SEC filing for this sale provides additional information. Insiders sold 29,049 shares of company stock valued at $22,530,626 over the last quarter. Company insiders own 0.06% of the company’s stock.
McKesson Price Performance NYSE:MCK opened at $869.73 on Wednesday. The stock has a market cap of $101.40 billion, a P/E ratio of 23.27, a PEG ratio of 1.71 and a beta of 0.30. McKesson Corporation has a one year low of $667.50 and a one year high of $999.00. The company has a fifty day moving average price of $817.06 and a 200 day moving average price of $843.43.
McKesson (NYSE:MCK – Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $9.93 earnings per share for the quarter, beating analysts’ consensus estimates of $9.56 by $0.37. McKesson had a net margin of 1.12% and a negative return on equity of 253.21%. The firm had revenue of $105.38 billion during the quarter, compared to the consensus estimate of $103.88 billion. During the same period in the prior year, the firm earned $8.26 EPS. The business’s revenue was up 7.7% on a year-over-year basis. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. As a group, equities research analysts anticipate that McKesson Corporation will post 44.65 EPS for the current year.
McKesson Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 1st will be paid a $0.94 dividend. The ex-dividend date is Tuesday, September 1st. This is a boost from McKesson’s previous quarterly dividend of $0.82. This represents a $3.76 annualized dividend and a dividend yield of 0.4%. McKesson’s dividend payout ratio is 8.78%.
About McKesson (Free Report)
McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.
The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.
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Focus Partners Advisor Solutions LLC ve 2. čtvrtletí koupila nový podíl v McKesson za zhruba 1,286 mil. USD. McKesson zároveň oznámila vyšší čtvrtletní dividendu ve výši 0,94 USD na akcii.
Focus Partners Advisor Solutions LLC acquired a new stake in shares of McKesson Corporation (NYSE:MCK – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 1,702 shares of the company’s stock, valued at approximately $1,286,000.
Several other hedge funds and other institutional investors have also recently modified their holdings of MCK. University of Texas Texas AM Investment Management Co. purchased a new position in McKesson during the fourth quarter valued at $25,000. Swiss RE Ltd. purchased a new stake in McKesson in the fourth quarter worth about $26,000. State of Wyoming purchased a new stake in McKesson in the second quarter worth about $29,000. Kingdom Financial Group LLC. bought a new position in shares of McKesson in the fourth quarter worth about $33,000. Finally, Birchwood Financial Partners Inc. bought a new position in shares of McKesson in the fourth quarter worth about $33,000. 85.07% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes A number of research analysts recently issued reports on the company. Weiss Ratings downgraded McKesson from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, July 7th. Morgan Stanley restated an “overweight” rating on shares of McKesson in a research note on Friday, August 7th. William Blair started coverage on shares of McKesson in a report on Tuesday, April 28th. They set an “outperform” rating on the stock. TD Cowen increased their price objective on shares of McKesson from $989.00 to $1,006.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Finally, Citigroup increased their price objective on shares of McKesson from $945.00 to $1,000.00 and gave the stock a “buy” rating in a research note on Friday, July 24th. Fourteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, McKesson presently has an average rating of “Moderate Buy” and an average price target of $977.00.
Read Our Latest Report on McKesson
McKesson Trading Down 0.0% Shares of MCK opened at $868.72 on Monday. The business’s 50 day moving average is $813.45 and its 200 day moving average is $842.94. The company has a market capitalization of $101.28 billion, a PE ratio of 23.25, a price-to-earnings-growth ratio of 1.71 and a beta of 0.30. McKesson Corporation has a 12-month low of $667.50 and a 12-month high of $999.00.
McKesson (NYSE:MCK – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $9.93 EPS for the quarter, topping analysts’ consensus estimates of $9.56 by $0.37. McKesson had a negative return on equity of 253.21% and a net margin of 1.12%.The company had revenue of $105.38 billion for the quarter, compared to analysts’ expectations of $103.88 billion. During the same period in the previous year, the firm earned $8.26 EPS. The firm’s revenue was up 7.7% compared to the same quarter last year. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. Equities research analysts predict that McKesson Corporation will post 44.65 earnings per share for the current year.
McKesson Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 1st will be issued a $0.94 dividend. This represents a $3.76 annualized dividend and a dividend yield of 0.4%. This is a boost from McKesson’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Tuesday, September 1st. McKesson’s payout ratio is presently 8.78%.
Insider Activity In related news, EVP Michele Lau sold 3,550 shares of the company’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $761.09, for a total transaction of $2,701,869.50. Following the completion of the transaction, the executive vice president owned 3,247 shares in the company, valued at approximately $2,471,259.23. This represents a 52.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Bradley E. Lerman sold 301 shares of the firm’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $892.33, for a total transaction of $268,591.33. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 29,049 shares of company stock valued at $22,530,626 in the last quarter. Company insiders own 0.06% of the company’s stock.
McKesson Profile (Free Report)
McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.
The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.
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BIP Wealth LLC ve 2. čtvrtletí nově koupila 2 314 akcií společnosti McKesson za zhruba 1,748 mil. USD. McKesson zároveň oznámila kvartální dividendu 0,94 USD na akcii, což je více než dřívějších 0,82 USD.
BIP Wealth LLC purchased a new stake in McKesson Corporation (NYSE:MCK – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 2,314 shares of the company’s stock, valued at approximately $1,748,000.
A number of other institutional investors have also recently modified their holdings of the business. Trifecta Capital Advisors LLC acquired a new stake in shares of McKesson in the 2nd quarter worth approximately $155,000. Summit Global Investments purchased a new stake in shares of McKesson in the 2nd quarter worth about $1,159,000. Oppenheimer Asset Management Inc. acquired a new stake in McKesson in the 2nd quarter valued at about $2,768,000. Bryn Mawr Trust Advisors LLC acquired a new stake in McKesson in the 2nd quarter valued at about $624,000. Finally, Wedge Capital Management L L P NC increased its holdings in McKesson by 22.5% during the 2nd quarter. Wedge Capital Management L L P NC now owns 38,937 shares of the company’s stock valued at $29,421,000 after acquiring an additional 7,141 shares in the last quarter. 85.07% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling at McKesson In other McKesson news, EVP Michele Lau sold 3,550 shares of the business’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $761.09, for a total transaction of $2,701,869.50. Following the completion of the transaction, the executive vice president directly owned 3,247 shares of the company’s stock, valued at $2,471,259.23. The trade was a 52.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thomas L. Rodgers sold 2,388 shares of the company’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $761.09, for a total transaction of $1,817,482.92. Following the completion of the transaction, the executive vice president owned 3,090 shares of the company’s stock, valued at approximately $2,351,768.10. This trade represents a 43.59% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 29,049 shares of company stock valued at $22,530,626. Corporate insiders own 0.06% of the company’s stock.
McKesson Stock Up 1.4% Shares of NYSE MCK opened at $868.72 on Friday. The firm’s 50-day moving average price is $813.45 and its two-hundred day moving average price is $842.81. McKesson Corporation has a 52-week low of $667.50 and a 52-week high of $999.00. The stock has a market capitalization of $101.28 billion, a P/E ratio of 23.25, a P/E/G ratio of 1.68 and a beta of 0.30.
McKesson (NYSE:MCK – Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $9.93 EPS for the quarter, beating the consensus estimate of $9.56 by $0.37. The company had revenue of $105.38 billion during the quarter, compared to analyst estimates of $103.88 billion. McKesson had a negative return on equity of 253.21% and a net margin of 1.12%.The business’s revenue was up 7.7% compared to the same quarter last year. During the same period in the prior year, the company earned $8.26 earnings per share. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. As a group, equities research analysts expect that McKesson Corporation will post 44.65 earnings per share for the current year.
McKesson Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 1st will be issued a dividend of $0.94 per share. This represents a $3.76 annualized dividend and a dividend yield of 0.4%. This is a positive change from McKesson’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Tuesday, September 1st. McKesson’s dividend payout ratio is presently 10.06%.
Wall Street Analysts Forecast Growth Several analysts have issued reports on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $875.00 price target on shares of McKesson in a report on Friday, May 8th. TD Cowen lifted their price objective on McKesson from $989.00 to $1,006.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. UBS Group upped their target price on McKesson from $1,050.00 to $1,080.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. William Blair assumed coverage on McKesson in a report on Tuesday, April 28th. They set an “outperform” rating on the stock. Finally, Evercore reissued an “outperform” rating on shares of McKesson in a research report on Thursday, August 6th. Fourteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $977.00.
Check Out Our Latest Analysis on McKesson
McKesson Company Profile (Free Report)
McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.
The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.
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3 Healthcare Stocks With Fresh Dividend Hikes and Different Income ProfilesMcKesson NYSE: MCK reported fiscal first-quarter 2027 results that exceeded its expectations, citing broad-based momentum across its operating businesses and prompting the healthcare services company to raise its full-year adjusted earnings outlook.
Revenue rose 8% to $105.4 billion, while adjusted diluted earnings per share increased 20% to $9.93. Chair and CEO Brian Tyler said three reporting segments posted double-digit operating-profit growth, supported by stable utilization, volume growth and the company’s portfolio of healthcare distribution, specialty and technology services.
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MarketBeat Week in Review – 07/27- 07/31“Our first quarter performance reflects the continued momentum across the enterprise and reinforces our confidence in our strategy and the durability of our operating model,” Tyler said.
Guidance raised as North American Pharmaceutical leads growth McKesson raised its fiscal 2027 adjusted EPS outlook to a range of $44.20 to $45.00, from prior guidance of $43.80 to $44.60. The revised outlook implies adjusted EPS growth of 13% to 15%, excluding the impact of the Norway divestiture and a fiscal 2026 gain tied to the sale of an equity investment within The US Oncology Network.
McKesson's Compounding Keeps Adding UpThe company expects fiscal-year revenue growth of 5% to 9% and operating-profit growth of 9% to 13%.
North American Pharmaceutical revenue increased 5% to $86.8 billion. The segment’s operating profit rose 19% to $894 million, driven by specialty distribution growth, including health systems and strategic accounts, as well as the timing of new product launches.
Chief Financial Officer Kenny Cheung said higher prescription volumes and specialty-product volumes supported revenue growth, partly offset by lower branded-drug pricing following wholesale acquisition cost reductions in January 2026 and branded-to-generic conversions. Cheung said branded pricing declines did not have a meaningful effect on operating profit because more than 95% of McKesson’s branded-drug business is fee-for-service.
GLP-1 medication distribution revenue totaled $15 billion during the quarter, up approximately $3 billion, or 24%, from the prior year. Revenue from GLP-1 products rose 13% sequentially. Tyler said the company continues to see growth in both the cash-pay and covered segments of the GLP-1 market.
For the full year, McKesson expects North American Pharmaceutical revenue growth of 4% to 8% and operating-profit growth at the high end of its previous 5.5% to 9.5% range. The company said its forecast includes accelerated investments during the second half of fiscal 2027, focused on growth and artificial intelligence, with returns expected to begin in fiscal 2028.
Oncology and technology businesses post double-digit profit gains Oncology & Multispecialty revenue rose 33% to $14.2 billion, while operating profit climbed 41% to $405 million. Excluding contributions from the Core Ventures acquisition, completed in June 2025, segment revenue grew approximately 24% and operating profit increased about 15%.
Cheung attributed the results to expansion within existing provider solutions and specialty distribution, new business wins and the Core Ventures contribution. Tyler said Florida Cancer Specialists, which McKesson acquired through Core Ventures, has performed at the high end of the guidance range provided at the time of the acquisition.
The U.S. Oncology Network expanded to approximately 3,400 providers and treats more than 2 million patients annually, according to Tyler. McKesson also said PRISM Vision includes more than 200 providers across 97 locations. Its Sarah Cannon Research Institute joint venture participated in research contributing to 43 of the 52 adult oncology drugs approved by the FDA in 2025, the company said.
Prescription Technology Solutions revenue increased 9% to $1.6 billion, and operating profit rose 13% to $303 million. Results reflected higher prescription volumes in third-party logistics and access solutions, including prior authorization services. McKesson said it began supporting the CMS Medicare GLP-1 Bridge program in July, providing infrastructure for eligibility determination, electronic prior authorizations and pharmacy claims transactions.
The company said that once a prior authorization request is submitted to a payer, 95% receive a determination within 30 minutes.
Medical-Surgical separation advances under Wellverse brand McKesson continued preparations to separate its Medical-Surgical Solutions business. Tyler said the unit will operate under the name Wellverse, with a phased transition expected to begin in January 2027.
During the quarter, McKesson completed Apollo Funds’ previously announced minority investment in the business. Apollo now holds approximately 13% of Medical-Surgical Solutions, while McKesson retains majority ownership and continues to consolidate the unit’s results.
The company also completed a $2.25 billion senior secured Term Loan B, following a $1 billion secured Term Loan A, and established a $1 billion revolving credit facility that remained undrawn during the quarter. Cheung said these financing arrangements support the business’s separation.
Medical-Surgical Solutions revenue increased 4% to $2.8 billion, aided by alternate-site-of-care growth and higher specialty pharmaceutical volumes. Operating profit declined 20% to $195 million due to product mix and a one-time administrative expense, partly offset by extended-care channel contributions.
Capital returns and policy considerations McKesson ended the quarter with $5.2 billion in cash and cash equivalents and approximately $10 billion in total liquidity. Free cash flow was negative $372 million, including $152 million in capital expenditures, although trailing 12-month free cash flow totaled approximately $6.1 billion.
The company repurchased $2.5 billion of shares during the quarter, including $2.25 billion through an accelerated share repurchase program at an initial average price of about $755 per share. It returned $2.6 billion to shareholders through repurchases and dividends. In July, the board approved a 15% increase in the quarterly dividend, representing McKesson’s 10th consecutive annual increase.
Management expects approximately $4.5 billion to $4.9 billion in free cash flow and roughly $5 billion in share repurchases for fiscal 2027.
Tyler said McKesson is monitoring healthcare policy developments, including potential reforms to the 340B drug-pricing program and the Inflation Reduction Act’s Part B provisions. He said it would be premature to estimate financial effects from 340B proposals still under review, while noting the Part B program is not scheduled to take effect until January 2028.
About McKesson (NYSE:MCK)McKesson Corporation NYSE: MCK is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.
The company's core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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For the quarter ended June 2026, McKesson (MCK - Free Report) reported revenue of $105.38 billion, up 7.7% over the same period last year. EPS came in at $9.93, compared to $8.26 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $104.39 billion, representing a surprise of +0.95%. The company delivered an EPS surprise of +5.19%, with the consensus EPS estimate being $9.44.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how McKesson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenue- North American Pharmaceutical: $86.77 billion versus the two-analyst average estimate of $86.53 billion. The reported number represents a year-over-year change of -3.5%.Revenue- Prescription Technology Solutions: $1.57 billion versus $1.5 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.2% change.Revenue- Oncology & Multispecialty: $14.22 billion versus the two-analyst average estimate of $12.71 billion.Revenue- Medical-Surgical Solutions: $2.82 billion versus $2.79 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.4% change.Adjusted Operating Profit- North American Pharmaceutical: $894 million compared to the $806.45 million average estimate based on two analysts.Adjusted Operating Profit- Medical-Surgical Solutions: $195 million versus $241.06 million estimated by two analysts on average.Adjusted Operating Profit- Corporate: $-144 million compared to the $-142.83 million average estimate based on two analysts.Adjusted Operating Profit- Oncology & Multispecialty: $405 million versus $367.82 million estimated by two analysts on average.Adjusted Operating Profit- Prescription Technology Solutions: $303 million compared to the $302.62 million average estimate based on two analysts.View all Key Company Metrics for McKesson here>>>
Shares of McKesson have returned +2.9% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
McKesson zvýšil celoroční výhled upraveného zisku na fiskální rok 2027 na 44,20 až 45 USD na akcii po překonání odhadů za 1. čtvrtletí díky silné poptávce po onkologických a specializovaných lécích.
CompaniesAug 5 (Reuters) - Drug distributor McKesson (MCK.N), opens new tab on Wednesday raised its annual profit forecast after beating first-quarter earnings estimates, on strength in its oncology and specialty drug businesses.
The company now expects fiscal 2027 adjusted profit to be in the range of $44.20 to $45 per share, from its previous projection of $43.80 to $44.60 per share. Analysts were expecting a profit of $44.26 per share, according to data compiled by LSEG.
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Here are more details:
The Texas-based company reported revenue of $105.4 billion for the first quarter ended June 30, beating analysts' expectations of $103.74 billion, helped by increased prescription volumes for its oncology and specialty medicines.
McKesson and peers, including Cardinal Health (CAH.N), opens new tab and Cencora (COR.N), opens new tab, are capitalizing on surging demand for high-cost specialty drugs used to treat rheumatoid arthritis and cancer, helping generate strong margins.
On an adjusted basis, McKesson earned a profit of $9.93 per share, up 20% from a year ago and beating analysts' estimate of $9.54 per share.
Sales in McKesson's U.S. pharmaceutical unit, its largest segment by revenue, rose 5% to $86.8 billion, driven in part by higher prescriptions for specialty products.
In April, McKesson said it will sell a minority stake in its medical-surgical solutions business to investment firm Apollo Funds for $1.25 billion, as the drug distributor streamlines its operations to focus on its core pharmaceutical distribution business.
Earlier on Wednesday, peer Cencora also raised its annual adjusted profit forecast, banking on continued strength in demand for specialty medicines.
Reporting by Sneha S K in Bengaluru; Editing by Diti Pujara
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McKesson čeká za 1. fiskální čtvrtletí růst tržeb o 6,6 % na 104,25 miliardy USD a růst EPS o 14,5 % na 9,46 USD. Tahounem mají být specialty pharmaceuticals, onkologie a služby v oblasti biopharmy.
Key Takeaways McKesson is expected to post Q1 sales growth of 6.6% and EPS growth of 14.5%.MCK's specialty pharmaceuticals, oncology and biopharma solutions are expected to drive earnings.MCK may see AI gains offset by IRA pricing, biosimilar shifts and GLP-1 demand variability. McKesson Corporation (MCK - Free Report) is scheduled to report first-quarter fiscal 2027 results on Aug 5, after market close.
The Zacks Consensus Estimate for sales is pegged at $104.25 billion, implying 6.6% year-over-year growth. The bottom line estimate is pinned at $9.46, suggesting growth of 14.5%.
The EPS estimates have remained stable over the past seven days.
The company delivered an earnings surprise of 1.12% in the last reported quarter. Its earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 3.09%.
What the Zacks Model UnveilsOur proven model does not conclusively predict an earnings beat for McKesson this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here, as you will see below.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate ($9.34 per share) and the Zacks Consensus Estimate is -1.26% for MCK. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.
Zacks Rank: The company carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Likely to Have Driven MCK’s Q1 PerformanceMcKesson is expected to report solid earnings growth for the first quarter of fiscal 2027, supported by continued momentum in specialty pharmaceuticals, oncology services and biopharma solutions, although revenue growth may have been tempered by pharmaceutical pricing dynamics. Management had previously guided fiscal 2027 adjusted EPS growth of 12-14%, supported by sustained operating leverage, expanding specialty volumes and disciplined capital deployment.
The fiscal first quarter is likely to have benefited from resilient prescription demand, continued GLP-1 adoption and productivity gains from automation and AI investments across the distribution network. However, branded pharmaceutical price reductions under the Inflation Reduction Act (IRA), ongoing biosimilar transitions and normal quarter-to-quarter variability in GLP-1 demand may have moderated revenue growth.
The North American Pharmaceutical segment is likely to have remained the primary growth driver, supported by specialty distribution, stable prescription utilization and expanding health-system demand. While GLP-1 volumes are expected to have continued growing year over year, management has cautioned that quarterly fluctuations are likely, and branded drug price declines may have weighed on sales without materially affecting profitability.
The Oncology and Multispecialty segment should have delivered another strong performance during the fiscal first quarter. The growth is likely to have been driven by the addition of new providers, higher specialty distribution volumes and continued benefits from the integration of PRISM Vision and Core Ventures acquisitions. Expansion of the U.S. Oncology Network, growing retina operations and technology initiatives such as Ambient Scribe are also expected to have supported its performance.
The Prescription Technology Solutions segment is likely to have benefited from healthy demand for access, affordability and prior-authorization services, particularly for specialty therapies. However, third-party logistics revenues might have remained uneven due to launch timing and program mix.
The Medical-Surgical Solutions segment is likely to post modest growth, with management continuing to focus on operational readiness ahead of the planned separation while balancing investments in technology and efficiency.
MCK’s operating margins are expected to have remained healthy, aided by productivity initiatives, AI-enabled supply-chain efficiencies and disciplined expense management. Strong cash generation and continued share repurchases are also likely to have supported earnings growth despite higher interest expense related to financing activities associated with the Medical-Surgical separation.
MCK Share Price PerformanceIn the year-to-date period, MCK shares have gained 4.3%, outperforming its industry’s rise of 1.7% over the same period, underscoring strong investor confidence in the company's specialty momentum and expansion in oncology segment.
MCK has also delivered mixed returns when compared to its MedTech peers. While Cencora (COR - Free Report) has decreased 7.8% year to date, Cardinal Health (CAH - Free Report) has increased 11.9%. While the stock has outperformed the broader Zacks Medical sector’s 0.1% decline, it has underperformed S&P 500 Index’s 9.5% gain.
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MCK’s Key Valuation MetricFrom a valuation standpoint, McKesson is trading at a forward 12-month price-to-sales (P/S) multiple of 0.23, reflecting a premium valuation relative to its MedTech peers.
The elevated multiple suggests that investors are assigning a higher valuation to the company's long-term growth prospects, particularly its specialty expansion and productivity gains from automation and AI investments.
MCK currently trades well above Cencora, which carries a forward 12-month P/S multiple of 0.17, and Cardinal Health, which is valued at 0.19X sales.
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MCK’s Long-Term Investment VisibilityMcKesson’s long-term investment thesis is supported by its growing presence in higher-margin specialty healthcare services and its continued evolution beyond traditional pharmaceutical distribution. Management is expanding three strategic growth platforms — Oncology and Multispecialty, Prescription Technology Solutions, and Biopharma Services.
The company is also strengthening its core North American Pharmaceutical business through automation, AI-enabled supply-chain capabilities and operational discipline. Continued expansion of the U.S. Oncology Network, integration of the PRISM Vision and Core Ventures acquisitions, and increasing provider participation are expected to enhance specialty distribution volumes and deepen McKesson’s presence in community-based care. At the same time, the planned separation of the Medical-Surgical Solutions business should sharpen strategic focus and improve capital allocation flexibility, allowing the company to concentrate resources on faster-growing, higher-return businesses.
Technology, data analytics and AI remain key long-term differentiators for McKesson. The company continues to invest in AI-driven inventory planning, automated distribution centers, and digital workflow solutions, such as Ambient Scribe, to improve operational efficiency and enhance physician productivity.
Meanwhile, its Prescription Technology Solutions platform is benefiting from rising demand for access, affordability and prior-authorization services as specialty therapies become increasingly complex. Through Ontada’s expanding real-world data capabilities and technology-enabled biopharma services, McKesson is strengthening relationships with manufacturers and healthcare providers while creating additional recurring revenue opportunities.
Combined with sustained specialty pharmaceutical growth, disciplined capital deployment and continued investments in automation and innovation, these initiatives provide strong long-term earnings visibility and position McKesson to deliver durable growth and expanding shareholder value over the coming years.
Dimensional Fund Advisors LP ve 1. čtvrtletí zvýšil podíl v McKesson o 1,2 % na 356 397 akcií v hodnotě 308,388 milionu USD. McKesson zároveň zvýšil čtvrtletní dividendu na 0,94 USD na akcii.
Dimensional Fund Advisors LP grew its stake in shares of McKesson Corporation (NYSE:MCK – Free Report) by 1.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 356,397 shares of the company’s stock after acquiring an additional 4,311 shares during the period. Dimensional Fund Advisors LP owned about 0.29% of McKesson worth $308,388,000 at the end of the most recent reporting period.
Several other institutional investors have also modified their holdings of the company. Parallel Advisors LLC grew its holdings in McKesson by 3.0% in the first quarter. Parallel Advisors LLC now owns 2,878 shares of the company’s stock valued at $2,491,000 after purchasing an additional 83 shares during the last quarter. Marshall & Sterling Wealth Advisors Inc. raised its stake in shares of McKesson by 41.1% during the 1st quarter. Marshall & Sterling Wealth Advisors Inc. now owns 508 shares of the company’s stock worth $440,000 after buying an additional 148 shares during the last quarter. SEB Asset Management AB acquired a new position in shares of McKesson during the 1st quarter worth $129,760,000. Swiss National Bank boosted its position in shares of McKesson by 6.3% in the 1st quarter. Swiss National Bank now owns 362,250 shares of the company’s stock worth $313,477,000 after buying an additional 21,360 shares in the last quarter. Finally, AIA Group Ltd purchased a new stake in shares of McKesson in the 1st quarter worth about $245,000. Hedge funds and other institutional investors own 85.07% of the company’s stock.
McKesson Stock Performance Shares of MCK opened at $813.95 on Thursday. The company has a market capitalization of $95.30 billion, a price-to-earnings ratio of 21.16, a PEG ratio of 1.36 and a beta of 0.31. McKesson Corporation has a 1 year low of $637.00 and a 1 year high of $999.00. The company’s 50 day simple moving average is $776.87 and its 200 day simple moving average is $838.43.
McKesson (NYSE:MCK – Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The company reported $11.69 earnings per share for the quarter, beating the consensus estimate of $11.56 by $0.13. McKesson had a negative return on equity of 345.35% and a net margin of 1.18%.The company had revenue of $96.30 billion during the quarter, compared to the consensus estimate of $101.35 billion. During the same period in the previous year, the firm posted $10.12 EPS. McKesson’s revenue was up 6.0% on a year-over-year basis. McKesson has set its FY 2027 guidance at 43.800-44.600 EPS. Equities analysts expect that McKesson Corporation will post 44.28 EPS for the current fiscal year.
McKesson Increases Dividend The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 1st will be paid a $0.94 dividend. This represents a $3.76 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, September 1st. This is a positive change from McKesson’s previous quarterly dividend of $0.82. McKesson’s dividend payout ratio is 8.53%.
Analysts Set New Price Targets MCK has been the subject of a number of research reports. JPMorgan Chase & Co. cut their target price on shares of McKesson from $1,107.00 to $1,015.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Citigroup lowered their price target on shares of McKesson from $975.00 to $945.00 and set a “buy” rating on the stock in a research report on Thursday, May 14th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $875.00 price objective on shares of McKesson in a research note on Friday, May 8th. TD Cowen cut their price objective on McKesson from $1,012.00 to $989.00 and set a “buy” rating for the company in a research report on Tuesday. Finally, Wells Fargo & Company reduced their target price on McKesson from $925.00 to $812.00 and set an “equal weight” rating on the stock in a research note on Tuesday, May 12th. Fourteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $959.00.
Check Out Our Latest Report on MCK
Key Stories Impacting McKesson Here are the key news stories impacting McKesson this week:
Positive Sentiment: McKesson raised its quarterly dividend by about 15% to $0.94 per share, signaling confidence in cash flow and capital returns. The increase was announced alongside a new payment schedule for shareholders of record on September 1. McKesson Corporation Raises Quarterly Dividend by 15% to $0.94 Per Share Positive Sentiment: Analysts remain constructive overall: TD Cowen lowered its price target slightly to $989 from $1,012 but kept a buy rating, implying meaningful upside from current levels. TD Cowen price target update via Benzinga Neutral Sentiment: Recent Zacks articles note that McKesson is drawing investor attention and is still viewed as a strong growth stock, but these pieces are largely commentary rather than new fundamental catalysts. Why McKesson Fell More Than Broader Market Neutral Sentiment: Other recent posts focus on stock performance over time and whether MCK is a buy now, but they do not appear to add a major new operational catalyst. Is Trending Stock McKesson Corporation (MCK) a Buy Now? Negative Sentiment: McKesson has been declining more than the broader market in recent sessions, reflecting near-term selling pressure even after strong longer-term fundamentals. Here’s Why McKesson (MCK) Fell More Than Broader Market Insiders Place Their Bets In other news, EVP Thomas L. Rodgers sold 699 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $735.27, for a total transaction of $513,953.73. Following the transaction, the executive vice president directly owned 2,268 shares in the company, valued at $1,667,592.36. This represents a 23.56% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michele Lau sold 3,550 shares of the stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $761.09, for a total transaction of $2,701,869.50. Following the transaction, the executive vice president directly owned 3,247 shares in the company, valued at approximately $2,471,259.23. This represents a 52.23% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 28,748 shares of company stock valued at $22,262,035 in the last quarter. Corporate insiders own 0.06% of the company’s stock.
McKesson Profile (Free Report)
McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.
The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.
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McKesson v posledním obchodním dni klesl o 1,1 % na 803,37 USD, zatímco S&P 500 vzrostl o 0,38 %. Trh čeká výsledky za 5. srpna 2026; odhad EPS činí 9,59 USD.
In the latest close session, McKesson (MCK - Free Report) was down 1.1% at $803.37. This move lagged the S&P 500's daily gain of 0.38%. At the same time, the Dow added 0.02%, and the tech-heavy Nasdaq gained 0.9%.
Heading into today, shares of the prescription drug distributor had gained 4.17% over the past month, lagging the Medical sector's gain of 4.34% and outpacing the S&P 500's gain of 1.27%.
The investment community will be closely monitoring the performance of McKesson in its forthcoming earnings report. The company is scheduled to release its earnings on August 5, 2026. In that report, analysts expect McKesson to post earnings of $9.59 per share. This would mark year-over-year growth of 16.1%. Alongside, our most recent consensus estimate is anticipating revenue of $104.39 billion, indicating a 6.7% upward movement from the same quarter last year.
For the full year, the Zacks Consensus Estimates project earnings of $44.28 per share and a revenue of $432.77 billion, demonstrating changes of +13.22% and +7.27%, respectively, from the preceding year.
It is also important to note the recent changes to analyst estimates for McKesson. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0% higher. Currently, McKesson is carrying a Zacks Rank of #2 (Buy).
Looking at its valuation, McKesson is holding a Forward P/E ratio of 18.34. This valuation marks a premium compared to its industry average Forward P/E of 17.08.
It's also important to note that MCK currently trades at a PEG ratio of 1.34. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. MCK's industry had an average PEG ratio of 1.86 as of yesterday's close.
The Medical - Dental Supplies industry is part of the Medical sector. Currently, this industry holds a Zacks Industry Rank of 64, positioning it in the top 27% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
McKesson zakončil poslední seanci na 807,33 USD, což představuje denní růst o 2,95 % a lepší výkon než S&P 500. Před výsledky za 5. srpna 2026 analytici čekají EPS 9,63 USD a tržby 104,39 mld. USD.
McKesson (MCK - Free Report) ended the recent trading session at $807.33, demonstrating a +2.95% change from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily loss of 0.45%. At the same time, the Dow lost 0.25%, and the tech-heavy Nasdaq lost 1.16%.
The prescription drug distributor's shares have seen an increase of 2.29% over the last month, not keeping up with the Medical sector's gain of 6.33% and outstripping the S&P 500's gain of 2.14%.
The upcoming earnings release of McKesson will be of great interest to investors. The company's earnings report is expected on August 5, 2026. In that report, analysts expect McKesson to post earnings of $9.63 per share. This would mark year-over-year growth of 16.59%. Alongside, our most recent consensus estimate is anticipating revenue of $104.39 billion, indicating a 6.7% upward movement from the same quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $44.28 per share and a revenue of $432.83 billion, signifying shifts of +13.22% and +7.29%, respectively, from the last year.
Investors should also note any recent changes to analyst estimates for McKesson. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0% higher. Currently, McKesson is carrying a Zacks Rank of #3 (Hold).
Digging into valuation, McKesson currently has a Forward P/E ratio of 17.71. This valuation marks a premium compared to its industry average Forward P/E of 17.08.
It's also important to note that MCK currently trades at a PEG ratio of 1.29. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Medical - Dental Supplies was holding an average PEG ratio of 1.9 at yesterday's closing price.
The Medical - Dental Supplies industry is part of the Medical sector. This group has a Zacks Industry Rank of 78, putting it in the top 32% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Key Takeaways McKesson posted 35% oncology revenue growth and 53% operating profit growth in fiscal Q4 2026.MCK's pharma segment profit rose 11% as specialty drug demand and GLP-1 distribution stayed strong.RxTS revenues grew 12%, though IRA pricing pressure and acquisition risks may challenge future growth. McKesson’s (MCK - Free Report) prospects are being driven by robust growth in specialty distribution, oncology services and biopharma solutions. Earnings are also improving on the back of ongoing operational efficiency and capital discipline despite persistent margin pressures and volatility across certain segments.
Shares of this Zacks Rank #3 (Hold) company have lost 6.4% so far this year compared with the industry's 2.7% decline. The S&P 500 has increased 9.7% in the said time frame.
MCK is one of the leading pharmaceutical distributors in North America, with a market capitalization of $88.46 billion. It forecasts 13.7% earnings growth over the next five fiscal years. The company’s earnings surpassed estimates in each of the trailing four quarters, the average beat being 3.09%.
Image Source: Zacks Investment Research
Factors Favoring MCK StockOncology and Multispecialty Platform Drives Long-Term Growth: McKesson's oncology and multispecialty segment is increasingly emerging as one of its most durable long-term growth drivers.This segment delivered 35% revenue growth and 53% operating profit growth in fourth quarter of fiscal 2026.
Even after adjusting for acquisition benefits from PRISM Vision and Core Ventures, organic operating profit expanded 13%, indicating strong underlying demand. The U.S. Oncology Network added more than 570 providers in fiscal 2026, marking the largest annual provider addition since 2010.
Beyond distribution, McKesson is increasingly embedding technology solutions such as Ambient Scribe AI and Ontada analytics to improve physician productivity and deepen relationships with providers. The expanding community-care ecosystem supports recurring specialty revenue growth while positioning the company to benefit from shift of specialty care from hospital settings towards community settings over the long term.
Strong Specialty Pharmaceutical Momentum: McKesson’s North American Pharmaceutical segment remains highly resilient despite pricing pressure from branded drug deflation. Segment operating profit increased 11% to $980 million, supported by continued specialty drug demand, health-system growth and operating efficiency gains. Particularly notable was continued momentum in GLP-1 therapies, where quarterly distribution revenues reached $14 billion, growing 22% year over year.
Management highlighted that lower branded drug prices and softer sequential GLP-1 volumes had zero impact on operating profit, underscoring the strength of McKesson’s fee-based distribution economics.
With specialty pharmaceuticals remaining the fastest-growing healthcare category and biosimilars adoption increasing steadily, McKesson appears well positioned to sustain above-market earnings growth while leveraging its massive pharmaceutical distribution network.
Prescription Technology Solutions Support Margins: McKesson’s Prescription Technology Solutions (RxTS) business is becoming an increasingly valuable earnings contributor as healthcare reimbursement complexity rises. In the fiscal fourth quarter, segment revenues grew 12%, while operating profit increased 13%, supported by strong demand for access, affordability and prior authorization services.
During the annual verification season, McKesson supported a record 3.4 million patients, while technology investments improved productivity, allowing each employee to serve 120 additional patients versus last year.
Management also introduced an integrated specialty access platform that combines benefits verification, prior authorization and affordability support into a single workflow. As specialty therapies, GLP-1 adoption and high-cost drugs continue to see rising demand, McKesson’s technology-enabled service ecosystem creates a competitive moat with structurally stronger margins than traditional pharmaceutical distribution businesses.
Factors That May Offset the Gains for MCKIRA-Driven Drug Pricing Pressure Creates Top-Line Headwinds: One of McKesson’s biggest structural challenges remains pricing pressure created by pharmaceutical policy changes, particularly the Inflation Reduction Act (IRA). Management disclosed that price reductions by branded manufacturer lowered North American Pharmaceutical revenue growth by approximately 3 percentage points during the fiscal fourth quarter. The company continues to expect similar pricing headwinds throughout fiscal 2027.
While McKesson’s fee-based contracts largely protect profitability, lower drug prices directly suppress reported revenue growth and may weaken investor perception of underlying business momentum. This issue becomes increasingly important because specialty pharmaceuticals account for a growing portion of McKesson’s business. Continued government intervention in drug pricing could create a structural environment where strong demand and prescription growth fail to translate proportionally into top-line expansion, potentially compressing valuation multiples over time.
Technology Solutions Growth Remains Uncertain: Although RxTS remains a high-margin growth business, management explicitly warned that future revenues and operating profit growth will be increasingly non-linear and unpredictable.
Approximately 55% of segment revenues comes from the 3PL business, which depends heavily on factors such as new drug launch timing, program launches, payer utilization trends, product maturity cycles, formulary changes and supply dynamics. Management guided fiscal 2027 revenue growth of only 2.5-6.5%, significantly slower than historical performance despite continued strong demand for access services.
As pharmaceutical manufacturers continuously adjust commercialization strategies, program support requirements may fluctuate materially, resulting in an uncertain quarterly performance. This is likely to reduce earnings visibility in one of McKesson’s most attractive technology-driven segments.
Acquisition-Led Growth Strategy Increases Integration Risk: McKesson’s accelerating expansion strategy depends on acquisitions and inorganic growth initiatives. In fiscal 2026, acquisitions including PRISM Vision and Core Ventures accounted for approximately 34% of operating profit growth in the oncology segment. This highlights growing dependence on purchased growth rather than purely organic expansion.
Management also indicated an active pipeline of additional oncology provider acquisitions, suggesting M&A will remain a central part of the growth algorithm. While integration has progressed smoothly so far, acquisition-heavy growth strategies introduce valuation risk, execution complexity and integration uncertainty.
McKesson is simultaneously funding acquisitions, executing large share repurchases and managing the Medical-Surgical separation, creating capital allocation complexity. If acquired assets underperform or future deals become expensive, sustaining double-digit EPS growth may become increasingly challenging.
Estimate Trends for MCKMcKesson is witnessing a positive estimate revision trend for 2026. In the past 30 days, the Zacks Consensus Estimate for its earnings per share has improved 1 cent to $44.28.
The Zacks Consensus Estimate for the company’s first-quarter fiscal 2027 revenues and earnings per share is pegged at $104.39 billion and $9.63, respectively. The estimate for revenues indicates a 6.7% improvement from the year-ago quarter’s reported number, while that for earnings implies a 16.6% gain.
MCK’s Zacks Rank & Key PicksCurrently, McKesson has a Zacks Rank #3 (Hold).
Some better-ranked stocks from the broader medical space are BrightSpring Health (BTSG - Free Report) , Globus Medical (GMED - Free Report) and West Pharmaceutical (WST - Free Report) .
BrightSpring Health, currently sporting a Zacks Rank #1 (Strong Buy), reported first-quarter 2026 adjusted earnings per share (EPS) of 39 cents, which beat the Zacks Consensus Estimate by 34.5%. Revenues of $3.61 billion surpassed the Zacks Consensus Estimate by 8.35%. You can see the complete list of today’s Zacks #1 Rank stocks here.
BrightSpring Health has an estimated long-term earnings growth rate of 46.5%. BTSG’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 14.6%.
Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a first-quarter 2026 adjusted EPS of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%.
GMED has an estimated long-term earnings growth rate of 10.2%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.
West Pharmaceutical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.
West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.
