Key Points
- Insider sale: McKesson CAO Napoleon Rutledge Jr. sold 328 shares on Feb. 6 at an average price of $955, totaling $313,240, according to an SEC filing.
- Earnings beat and guidance: McKesson reported Q EPS of $9.34 versus $9.19 expected and revenue of $106.16B (up 11.4% YoY), and set FY2026 EPS guidance of $38.80–$39.20.
- Dividend and valuation: The company announced a quarterly dividend of $0.82 (annualized $3.28, yield ~0.3%, ex-dividend Mar. 2) and has a market cap of about $118B, trading near its 52‑week high.
McKesson Corporation (NYSE:MCK - Get Free Report) CAO Napoleon Rutledge, Jr. sold 328 shares of the business's stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $955.00, for a total value of $313,240.00. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink.
McKesson Stock Up 1.4%
Shares of NYSE:MCK opened at $962.08 on Tuesday. McKesson Corporation has a 52-week low of $583.55 and a 52-week high of $971.93. The stock has a market cap of $117.85 billion, a price-to-earnings ratio of 27.67, a PEG ratio of 1.52 and a beta of 0.40. The business has a 50-day moving average price of $830.53 and a 200-day moving average price of $782.30.
McKesson (NYSE:MCK - Get Free Report) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $9.34 earnings per share for the quarter, topping the consensus estimate of $9.19 by $0.15. McKesson had a net margin of 1.09% and a negative return on equity of 338.97%. The company had revenue of $106.16 billion for the quarter, compared to the consensus estimate of $105.98 billion. During the same quarter in the prior year, the company earned $8.03 EPS. McKesson's quarterly revenue was up 11.4% on a year-over-year basis. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. As a group, equities analysts anticipate that McKesson Corporation will post 32.77 EPS for the current fiscal year.
McKesson Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 2nd will be given a dividend of $0.82 per share. The ex-dividend date is Monday, March 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 0.3%. McKesson's payout ratio is currently 9.43%.
Institutional Investors Weigh In On McKesson
Several institutional investors and hedge funds have recently added to or reduced their stakes in MCK. Brighton Jones LLC lifted its holdings in McKesson by 46.3% during the fourth quarter. Brighton Jones LLC now owns 2,523 shares of the company's stock valued at $1,438,000 after purchasing an additional 798 shares in the last quarter. Caxton Associates LLP acquired a new position in shares of McKesson during the 1st quarter worth about $233,000. Sivia Capital Partners LLC raised its position in shares of McKesson by 77.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 685 shares of the company's stock worth $502,000 after purchasing an additional 300 shares during the last quarter. Callan Family Office LLC lifted its stake in McKesson by 175.7% in the 2nd quarter. Callan Family Office LLC now owns 2,321 shares of the company's stock valued at $1,701,000 after buying an additional 1,479 shares in the last quarter. Finally, IFP Advisors Inc boosted its holdings in McKesson by 44.5% in the 2nd quarter. IFP Advisors Inc now owns 2,655 shares of the company's stock worth $1,963,000 after buying an additional 817 shares during the last quarter. Hedge funds and other institutional investors own 85.07% of the company's stock.
Wall Street Analysts Forecast Growth
Several equities analysts have recently issued reports on MCK shares. Weiss Ratings cut McKesson from a "buy (a-)" rating to a "buy (b+)" rating in a report on Thursday. Evercore reissued an "outperform" rating and issued a $1,000.00 price target on shares of McKesson in a report on Thursday, November 6th. Mizuho upped their price objective on McKesson from $880.00 to $885.00 and gave the stock a "neutral" rating in a research report on Thursday, February 5th. UBS Group lifted their target price on shares of McKesson from $920.00 to $980.00 and gave the company a "buy" rating in a report on Thursday, November 6th. Finally, Morgan Stanley reiterated an "overweight" rating and issued a $966.00 target price on shares of McKesson in a research note on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $918.93.
View Our Latest Stock Report on McKesson
McKesson Company Profile
(
Get 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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