Key Points
- EVP Elizabeth Campbell sold 3,351 shares on Dec. 19 at an average price of $342.10 for $1,146,377, reducing her stake by 12.3% to 23,891 shares (≈$8.17M).
- Cencora beat quarterly expectations and set FY‑2026 guidance — reported $3.84 EPS vs. $3.79 expected and $83.73B revenue (+5.9% YoY), and set FY‑2026 guidance of $17.45–17.75 EPS.
- Dividend raised and analyst view is modestly positive — quarterly dividend increased to $0.60 ($2.40 annualized, 0.7% yield), while the consensus rating is a "Moderate Buy" with an average target of $373.25.
Cencora, Inc. (NYSE:COR - Get Free Report) EVP Silvana Battaglia sold 1,677 shares of the firm's stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $345.00, for a total value of $578,565.00. Following the completion of the transaction, the executive vice president directly owned 18,796 shares in the company, valued at $6,484,620. This trade represents a 8.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.
Cencora Price Performance
Shares of NYSE COR opened at $339.86 on Tuesday. The company has a debt-to-equity ratio of 4.32, a current ratio of 0.90 and a quick ratio of 0.55. Cencora, Inc. has a 1-year low of $223.92 and a 1-year high of $377.54. The company has a market capitalization of $65.93 billion, a price-to-earnings ratio of 42.75, a PEG ratio of 1.62 and a beta of 0.63. The business has a 50-day moving average of $346.94 and a 200-day moving average of $313.70.
Cencora (NYSE:COR - Get Free Report) last announced its earnings results on Wednesday, November 5th. The company reported $3.84 EPS for the quarter, beating the consensus estimate of $3.79 by $0.05. The business had revenue of $83.73 billion for the quarter, compared to the consensus estimate of $83.36 billion. Cencora had a return on equity of 227.15% and a net margin of 0.48%.The company's revenue was up 5.9% on a year-over-year basis. During the same period last year, the business posted $3.34 EPS. Cencora has set its FY 2026 guidance at 17.450-17.75 EPS. On average, equities analysts anticipate that Cencora, Inc. will post 15.37 EPS for the current fiscal year.
Cencora Increases Dividend
The company also recently declared a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Friday, November 14th were issued a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Friday, November 14th. This is a positive change from Cencora's previous quarterly dividend of $0.55. Cencora's dividend payout ratio (DPR) is 30.19%.
Analyst Ratings Changes
A number of equities analysts have weighed in on COR shares. Evercore ISI set a $400.00 price objective on shares of Cencora and gave the company an "outperform" rating in a research report on Thursday, November 6th. TD Cowen increased their price target on Cencora from $350.00 to $400.00 and gave the company a "buy" rating in a report on Monday, November 10th. Wall Street Zen lowered Cencora from a "buy" rating to a "hold" rating in a research note on Friday, November 28th. Mizuho upped their target price on Cencora from $340.00 to $380.00 and gave the company an "outperform" rating in a research report on Thursday, November 6th. Finally, Barclays initiated coverage on Cencora in a research note on Monday, December 8th. They set an "overweight" rating and a $400.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $373.25.
Read Our Latest Research Report on Cencora
Institutional Trading of Cencora
Several institutional investors and hedge funds have recently bought and sold shares of the company. Vestcor Inc increased its holdings in shares of Cencora by 0.5% in the 3rd quarter. Vestcor Inc now owns 5,196 shares of the company's stock worth $1,624,000 after acquiring an additional 28 shares during the period. Cornerstone Wealth Group LLC grew its position in Cencora by 1.3% in the 3rd quarter. Cornerstone Wealth Group LLC now owns 2,383 shares of the company's stock worth $745,000 after purchasing an additional 30 shares during the last quarter. Security Financial Services INC. grew its position in Cencora by 2.6% in the 3rd quarter. Security Financial Services INC. now owns 1,325 shares of the company's stock worth $414,000 after purchasing an additional 33 shares during the last quarter. Vermillion & White Wealth Management Group LLC increased its stake in shares of Cencora by 31.4% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 138 shares of the company's stock valued at $43,000 after purchasing an additional 33 shares during the period. Finally, Atlantic Edge Private Wealth Management LLC raised its holdings in shares of Cencora by 70.0% during the second quarter. Atlantic Edge Private Wealth Management LLC now owns 85 shares of the company's stock valued at $25,000 after buying an additional 35 shares during the last quarter. Institutional investors and hedge funds own 97.52% of the company's stock.
Cencora Company Profile
(
Get Free Report)
Cencora (NYSE:COR) is a global healthcare services and pharmaceutical distribution company that provides end-to-end solutions across the pharmaceutical supply chain. The company's core activities include wholesale drug distribution, specialty drug distribution, and the operation of specialty pharmacies, complemented by logistics, cold-chain management and other fulfillment services designed to support complex and temperature-sensitive therapies.
Beyond physical distribution, Cencora offers a range of commercial and patient-focused services for pharmaceutical manufacturers and healthcare providers.
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