Cardinal Health (NYSE:CAH) CAO Sells 2,302 Shares of Stock
Cardinal Health's Chief Accounting Officer, Mary Scherer, sold 2,302 shares of CAH stock for over $546,000, reducing her direct holdings by 45.02%. This insider sale comes despite the company reporting stronger-than-expected quarterly adjusted earnings per share of $2.91, although revenue slightly missed estimates. The stock experienced a 2.5% dip following the news, and analysts maintain a "Moderate Buy" rating with an average price target of $266.56, while the company also declared a quarterly dividend.
Cardinal Health (CAH) CEO Jason Hollar Sells 124,529 Shares
Cardinal Health (CAH) CEO Jason Hollar sold 124,529 shares for approximately $29.4 million, reducing his direct ownership to 190,603 shares. This sale is part of a trend of insider selling at Cardinal Health, with 11 insider sells and no buys over the past year. The company's stock is currently significantly overvalued, trading at a 56% premium to its GF Value of $150.86, despite some institutional investors increasing their stakes.
Cardinal Health Inc. stock underperforms Thursday when compared to competitors
Shares of Cardinal Health Inc. (CAH) fell by 2.72% to $228.46 on Thursday, marking its third consecutive day of losses. This underperformance occurred during a generally negative trading session for the stock market, with both the S&P 500 Index and Dow Jones Industrial Average also declining.
Baxter hires CFO from Smith & Nephew
Baxter has appointed John Rogers, formerly CFO of Smith & Nephew, as its new executive vice president and CFO, effective October 1. Rogers is tasked with advancing Baxter's multiyear restructuring and turnaround strategy, bringing experience in leading transformations in slow-growth industries. His appointment follows Baxter's recent sales of its biopharma solutions and Vantive kidney care businesses.
Telix Pharmaceuticals: Strong Revenue Growth, With Upcoming Resubmission for Zircaix
Telix Pharmaceuticals is demonstrating strong revenue growth, primarily driven by the expanding distribution and adoption of its Illuccix product, a PSMA imaging agent for prostate cancer. The company's strategy focuses on enhancing Illuccix's market presence and advancing its product pipeline. Attention is now also on the upcoming US resubmission for Zircaix, indicating future growth potential.
Cardinal Health (NYSE:CAH) CEO Sells 44,529 Shares
Cardinal Health CEO Jason Hollar sold 44,529 shares for approximately $10.52 million, reducing his stake by 18.94%. This transaction follows the company's Q2 earnings report where it surpassed EPS estimates but missed revenue expectations, despite a 5.8% year-over-year revenue increase. The company also declared a quarterly dividend of $0.5158 per share, and analysts maintain a "Moderate Buy" rating with a target price of $266.56.
Cardinal Health CFO Aaron Alt sells $9.9 million in shares
Cardinal Health CFO Aaron Alt sold 42,000 common shares worth approximately $9.9 million on August 18, 2026. Despite a 55% return on the stock over the past year, InvestingPro analysis suggests the shares are currently overvalued. The company recently exceeded Q4 earnings expectations and increased its share repurchase authorization by $5 billion, contributing to a positive analyst outlook.
Cardinal Health CEO Deborah Weitzman sells $1.73m in shares By Investing.com
Deborah Weitzman, CEO of Cardinal Health Inc.’s PSS Segment, sold common shares worth $1.73 million on August 18, 2026. Following these transactions, she retains 77,901 shares, while the stock has seen a significant increase over the past year and is considered undervalued by InvestingPro. This sale comes as Cardinal Health reported strong fiscal year 2026 results and received positive analyst ratings.
Cardinal Health CEO, GMPD segment Mason sells $8.27m shares
Stephen M. Mason, CEO of GMPD Segment at Cardinal Health Inc., sold 35,000 common shares for approximately $8.27 million on August 18, 2026. This transaction involved shares sold at weighted average prices between $234.59 and $237.26, leaving him with 18,061 shares. The sale follows recent financial results where Cardinal Health surpassed earnings expectations but missed revenue forecasts, and comes amidst positive analyst ratings and increased share repurchase authorization.
Cardinal Health CIO Greene sells $2.75m in stock
Michelle D. Greene, CIO of Cardinal Health Inc. (NASDAQ:CAH), sold 11,650 shares for $2.75 million on August 18, 2026, with transactions ranging from $234.07 to $237.32 per share. This sale follows a strong 55% return for Cardinal Health shares over the past year. The company recently surpassed Q4 EPS expectations and raised its share repurchase authorization, leading to positive analyst outlooks.
Shepherd Financial Partners LLC Takes Position in Cencora, Inc. $COR
Shepherd Financial Partners LLC has acquired a new stake in Cencora, Inc. (NYSE:COR), purchasing 5,570 shares valued at approximately $1,576,000. Other institutional investors like Vanguard Group Inc., BlackRock Inc., and State Street Corp have also significantly adjusted their holdings in Cencora. The company recently announced a stock repurchase plan of $2.00 billion and a quarterly dividend of $0.60 per share.
6,085 Shares in Cardinal Health, Inc. $CAH Acquired by Meeder Advisory Services Inc.
Meeder Advisory Services Inc. recently acquired 6,085 shares of Cardinal Health, Inc. (NYSE:CAH) valued at approximately $1,445,000, as disclosed in its latest 13F filing. Other institutional investors have also adjusted their holdings in CAH. The article also details Cardinal Health's recent financial performance, dividend announcement, and updated analyst price targets.
Foster & Motley Inc. Takes $1.50 Million Position in Cencora, Inc. $COR
Foster & Motley Inc. has acquired a new position in Cencora, Inc. (NYSE:COR) by purchasing 5,317 shares valued at approximately $1.50 million during the second quarter. This move is part of a broader trend of institutional investment in Cencora, with other major firms like BlackRock Inc. and T. Rowe Price Investment Management Inc. also increasing their stakes. The article details Cencora's stock performance, recent earnings, and analyst ratings, which currently indicate a "Moderate Buy" consensus.
Danske Bank A S Takes $36.11 Million Position in Cardinal Health, Inc. $CAH
Danske Bank A S recently acquired a new position of 152,022 shares in Cardinal Health, Inc. (NYSE:CAH), valued at approximately $36.11 million. This investment makes Danske Bank A S one of several institutional investors to modify their holdings in Cardinal Health. The company has a "Moderate Buy" consensus rating from analysts, with a target price of $266.56.
Cardinal Health, Inc. (NYSE:CAH) Given Average Rating of "Moderate Buy" by Analysts
Analysts have given Cardinal Health, Inc. (NYSE:CAH) an average rating of "Moderate Buy," with a consensus 12-month price target of $266.56, which is above its current share price of $234.73. The company recently reported quarterly earnings per share of $2.91, exceeding estimates, and declared a quarterly dividend of $0.5158. Institutional investors hold a significant 87.17% stake in the company.
RBC Capital rates Cardinal Health 'Outperform' after strong Q4 earnings and raised 2027 outlook.
RBC Capital initiated an 'Outperform' rating on Cardinal Health following strong fiscal Q4 results, where adjusted EPS of $2.91 surpassed expectations by over 20%. The company's high profitability and double-digit profit growth across all segments contributed to the positive outlook, despite slightly lower sales than anticipated. Cardinal Health also raised its fiscal 2027 adjusted EPS projection to $12.40-$12.60 and increased its share repurchase authorization by $5 billion, signaling confidence in future growth and enhanced shareholder value.
Cardinal Health (NYSE: CAH) officer to sell $546K in stock
Cardinal Health (NYSE: CAH) officer Mary Scherer has filed a Form 144 notice indicating her intent to sell 2,302 shares of common stock, valued at approximately $546,461.52. This planned sale is linked to the vesting of 844 Restricted Stock shares and 1,458 Performance Units on August 15, 2026. Merrill is listed as the broker handling the transaction on the NYSE.
McKesson (MCK) Could Be 11% Undervalued After Earnings And Buybacks
McKesson (MCK) reported its Q1 2026 earnings with increased sales but lower net income and EPS. Despite a recent share price jump and ongoing buybacks, the stock is currently considered 11.4% undervalued with a fair value of US$980.80, compared to its recent close of US$869.26. This valuation is based on improving revenue mix, higher operating margins, and a shrinking share count, though potential risks from drug pricing regulation could impact future performance.
Cardinal Health (CAH) Taps Anita Zielinski As Chief Accounting Officer
Cardinal Health (NYSE: CAH) has appointed Anita Zielinski as Chief Accounting Officer, bringing extensive financial and operational experience from her previous roles, including interim CFO at Baxter. This strategic hire aligns with Cardinal Health's ongoing transformation efforts, enhancing financial oversight and accountability, especially given the company's significant annual sales and active buyback program. Zielinski's expertise is expected to strengthen financial controls and execution amidst challenges like high debt and product recall exposure.
Cardinal Health (CAH) Taps Anita Zielinski As Chief Accounting Officer
Cardinal Health (NYSE: CAH) has appointed Anita Zielinski as Chief Accounting Officer, bringing extensive financial and operational experience from her previous roles at Baxter, Sysco, and Ernst & Young. This strategic hire aims to strengthen financial oversight amidst Cardinal Health's ongoing transformation efforts and addresses concerns such as high debt and product recall exposure. Zielinski's appointment is expected to enhance the company's financial function, focusing on automation and specialty growth.
Cardinal Health a new outperform at RBC on higher margin services
RBC Capital Markets initiated coverage of Cardinal Health (CAH) with an outperform rating, citing the drug wholesaler's potential to benefit from the vertical integration of higher-growth and higher-margin services. The firm set a price target of $276 for CAH, indicating a roughly 17% upside from its August 18 closing price.
Cardinal Health sees 15% revenue growth in Pharma segment, driven by precision medicine and gene therapy.
Cardinal Health's Pharmaceutical and Specialty Solutions segment achieved 15% year-over-year revenue growth in FY2026, reaching $234.8 billion and representing 92% of total company revenues. This growth is attributed to the company's focus on precision medicine and advancements in gene therapy. Despite potential risks from tariff volatility and supply chain pressures, Cardinal Health is positioned for further expansion in an underserved market.
Wealthfront Advisers LLC Makes New $13.99 Million Investment in Cardinal Health, Inc. $CAH
Wealthfront Advisers LLC has made a new investment of $13.99 million in Cardinal Health, Inc. (NYSE:CAH), acquiring 58,873 shares in the second quarter. Other institutional investors like BlackRock Inc. and Norges Bank also significantly increased their holdings in the company. Cardinal Health has received positive analyst sentiment, holding an average "Moderate Buy" rating and surpassing quarterly EPS estimates, with revenue increasing by 5.8% year over year.
RBC Initiates Cardinal Health at Outperform With $276 Price Target
RBC Capital Markets has initiated coverage on Cardinal Health (CAH) with an Outperform rating and set a price target of $276. This news comes amidst a flurry of analyst activity, with several firms adjusting their price targets and ratings for Cardinal Health in recent days. The company specializes in the distribution of pharmaceutical and medical products.
Cardinal Health initiated with an Outperform at RBC Capital
RBC Capital has initiated coverage on Cardinal Health (CAH) with an Outperform rating and a $276 price target. The firm's positive outlook is based on Cardinal Health's vertical integration, which is expected to boost its core pharma distribution business, and its differentiated view on Sonexus scaling and nuclear medicine contributing significantly to operating income by 2028. Other analysts have also recently raised their price targets for Cardinal Health.
RBC Capital initiates Cardinal Health stock at Outperform on growth outlook
RBC Capital has initiated coverage on Cardinal Health (NYSE: CAH) with an Outperform rating and a $276 price target, citing the company's vertical integration of higher-growth services and potential for operating income expansion. The analyst expects significant contributions from Sonexus and Nuclear Medicine, along with margin accretion opportunities from biosimilars. This follows Cardinal Health's strong fiscal fourth-quarter results and positive fiscal 2027 outlook, which included exceeding earnings expectations and increasing revenue and free cash flow.
1,005,780 Shares in Cardinal Health, Inc. $CAH Bought by Deutsche Bank AG
Deutsche Bank AG has acquired 1,005,780 shares of Cardinal Health, Inc. (NYSE:CAH), valued at approximately $238.9 million, making it a new significant position for the institutional investor. Other institutional investors have also adjusted their holdings in Cardinal Health. The company recently reported strong quarterly earnings, topping analyst estimates, and announced a quarterly dividend.
Foster & Motley Inc. Takes $5.74 Million Position in Cardinal Health, Inc. $CAH
Foster & Motley Inc. has acquired a new position in Cardinal Health, Inc. (NYSE:CAH), purchasing 24,144 shares valued at approximately $5.74 million. Other institutional investors like BlackRock Inc. and Norges Bank also significantly increased their holdings in the company. Analysts have issued a "Moderate Buy" rating for Cardinal Health, with a consensus price target of $265.93, and the company recently declared a quarterly dividend of $0.5158 per share.
Cardinal Health (NYSE: CAH) awards CHRO 2,977 RSUs
Cardinal Health's Chief Human Resources Officer, Valerie Christine Pitteroff, was granted 2,977 restricted share units (RSUs) on August 15, 2026, which will vest in three equal annual installments starting August 15, 2027. Concurrently, 1,852 shares were withheld at $235.17 each to cover tax obligations from the vesting of previous RSUs and performance share units. These transactions were not made under a Rule 10b5-1 trading plan.
Cardinal Health (NYSE: CAH) CEO has 103K shares withheld for taxes
Cardinal Health's CEO, Jason M. Hollar, was granted 30,616 restricted share units (RSUs) which will vest in three equal annual installments starting August 15, 2027. Concurrently, 103,449 common shares were withheld to cover tax obligations arising from the vesting of 48,021 RSUs and 187,965 performance share units. The shares withheld for taxes were valued at $235.17 per share.
Cardinal Health (CAH) grants CAO RSUs, withholds shares for taxes
Cardinal Health's Chief Accounting Officer, Mary C. Scherer, received a grant of 765 Restricted Share Units (RSUs) on August 15, 2026, which will vest in three equal annual installments starting August 15, 2027. Concurrently, 1,757 common shares were withheld at a price of $235.17 per share to cover tax obligations stemming from the vesting of previously granted RSUs and performance share units. This transaction, reported via a Form 4 filing, indicates a net reduction of 992 shares in Scherer's holdings after accounting for both the grant and the tax withholding.
$9.9M share sale planned by Cardinal Health (NYSE: CAH) officer
An officer at Cardinal Health, Aaron Alt, plans to sell up to 42,000 common shares of the company stock under Rule 144. This proposed sale, with an aggregate market value of $9,926,182.69, is tied to equity awards that vest on August 15, 2026, comprising restricted stock and performance units. The SEC filing indicates the transaction is scheduled for August 18, 2026.
Cardinal Health (NYSE: CAH) exec has 29,759 shares withheld for taxes
Deborah Weitzman, CEO of Cardinal Health's PSS Segment, received a grant of 7,314 Common Shares tied to restricted share units. On the same date, 29,759 Common Shares were withheld at $235.17 per share to cover her tax withholding obligations arising from the vesting of 12,661 RSUs and 54,823 performance share units. These transactions were not part of a Rule 10b5-1 trading plan.
Cardinal Health (NYSE: CAH) grants 5,868 RSUs to segment CEO
Cardinal Health's CEO of the GMPD Segment, Stephen M. Mason, was granted 5,868 restricted share units (RSUs) on August 15, 2026, which will vest in three equal annual installments starting August 15, 2027. Concurrently, 25,289 common shares were withheld at a price of $235.17 per share to cover tax obligations from the vesting of 10,966 RSUs and 46,992 performance share units. This transaction was reported in a Form 4 filing and highlights equity compensation and tax handling for executive compensation.
OPKO Health Secures $125 Million Financing Against Mazdutide Royalties
OPKO Health has secured an additional $125 million in financing from HealthCare Royalty (HCRx) by leveraging its royalty interests from the mazdutide license agreement with Eli Lilly. This non-dilutive capital injection aims to enhance OPKO's financial flexibility and liquidity, allowing it to fund operations and advance its pipeline while retaining long-term upside in mazdutide royalties after a 1.5x cap on funded payments. The deal underscores the value of OPKO's royalty portfolio, particularly mazdutide's growth potential in China, and follows a strong Q2 2026 performance with narrower losses and increased revenues.
Baxter’s interim CFO leaves for Cardinal Health
Anita Zielinski, Baxter's interim CFO, will be leaving the company to join Cardinal Health as its new chief accounting officer. Zielinski, who joined Baxter in February 2025 and became interim CFO in March 2026, will start her new role at Cardinal Health on November 5, 2026, and will receive a significant sign-on bonus and restricted share units. Baxter has not yet named a new CFO following this departure and recent other leadership changes.
OPKO Health Secures $125 Million Financing Against Mazdutide Royalties
OPKO Health has secured an additional $125 million in financing from HealthCare Royalty (HCRx) by issuing senior secured notes backed by future royalties from its mazdutide licensing agreement with Eli Lilly. This non-dilutive capital injection allows OPKO to strengthen its financial flexibility and fund operations, while retaining long-term participation in mazdutide's royalty potential after payments reach 1.5 times the funded amount. The financing highlights the attractiveness of OPKO's royalty assets, especially given mazdutide's growth prospects in the Chinese market.
28,593 Shares in Cardinal Health, Inc. $CAH Acquired by Occidental Asset Management LLC
Occidental Asset Management LLC recently acquired 28,593 shares of Cardinal Health, Inc. ($CAH) worth approximately $6.8 million during the second quarter. Institutional investors now own 87.17% of the company, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $265.93. Cardinal Health reported strong Q2 earnings, beating estimates with an EPS of $2.91 and revenue of $63.67 billion, and declared a quarterly dividend of $0.5158 per share.
Occidental Asset Management LLC Purchases Shares of 20,097 Cencora, Inc. $COR
Occidental Asset Management LLC recently acquired 20,097 shares of Cencora, Inc. (NYSE:COR) valued at approximately $5.7 million, marking a new stake in the company. Institutional investors now collectively own 97.52% of Cencora. The company reported strong quarterly earnings, exceeding analyst expectations for both EPS and revenue, and has a "Moderate Buy" consensus rating from analysts with an average price target of $374.25.
TimesSquare Capital Management LLC Acquires Shares of 418,087 Cencora, Inc. $COR
TimesSquare Capital Management LLC recently acquired 418,087 shares of Cencora, Inc. (NYSE:COR), valued at approximately $118.31 million, making it their 11th largest holding. Other institutional investors have also adjusted their positions in Cencora, and analysts currently rate the stock as a "Moderate Buy" with a consensus price target of $374.25. The company recently reported strong quarterly earnings, beating estimates, and declared a quarterly dividend of $0.60 per share, alongside a $2.00 billion share buyback plan.
GSA Capital Partners LLP Acquires New Position in Cardinal Health, Inc. $CAH
GSA Capital Partners LLP has acquired a new position in Cardinal Health (NYSE:CAH), purchasing 4,929 shares valued at approximately $1.17 million during the second quarter. This move comes as other institutional investors have also adjusted their holdings in the company. Cardinal Health recently reported strong quarterly earnings, exceeding analyst expectations, and declared a quarterly dividend of $0.5158 per share.
Global Retirement Partners LLC Takes Position in Cardinal Health, Inc. $CAH
Global Retirement Partners LLC has acquired a new position in Cardinal Health, Inc. (NYSE:CAH), purchasing 7,610 shares valued at approximately $1.81 million. Other institutional investors have also recently adjusted their holdings in the company. Cardinal Health reported strong quarterly earnings, beating consensus estimates, and announced a quarterly dividend of $0.5158 per share.
Flputnam Investment Management Co. Makes New $1.90 Million Investment in Cencora, Inc. $COR
Flputnam Investment Management Co. has made a new $1.90 million investment in Cencora, Inc. by purchasing 6,711 shares. Cencora recently exceeded its quarterly earnings and revenue expectations, reported a 5.1% year-over-year revenue increase, and authorized a $2 billion share-repurchase plan along with a $0.60 per share quarterly dividend. Analysts currently maintain a "Moderate Buy" consensus rating for the company with an average price target of $374.25.
BlackRock Inc. Acquires New Position in Cardinal Health, Inc. $CAH
BlackRock Inc. has acquired a new position in Cardinal Health, Inc. (NYSE:CAH), purchasing 26.49 million shares valued at approximately $6.29 billion, giving it an 11.31% stake. Institutional investors and hedge funds now collectively own 87.17% of the company. Cardinal Health recently reported strong quarterly earnings, beating analyst estimates with an EPS of $2.91 and issuing positive fiscal 2027 EPS guidance of $12.40–$12.60.
5 Revealing Analyst Questions From Cardinal Health’s Q2 Earnings Call
Cardinal Health's Q2 results showed strong profit growth despite revenue missing analyst expectations. Management highlighted demand in Pharmaceutical and Specialty Solutions and progress in Global Medical Products and Distribution. Analysts' questions focused on specialty growth, regulatory impacts, generic conversions, and input cost pressures, all of which management addressed with optimistic outlooks for continued growth and operational improvements.
Earnings call transcript: Precipio tops $7 million in Q2 2025 as growth turns profitable
Precipio Diagnostics reported record Q2 2025 revenue of $7.0 million, a 22.8% increase year-over-year, marking the first time the company exceeded $7 million in a quarter. The company achieved positive adjusted EBITDA of $400,000 and generated $700,000 in operating cash flow without a capital raise, demonstrating a successful shift to profitable growth driven by both pathology and record product sales. Management expressed optimism for continued revenue growth and commercial pipeline conversion in the second half of 2026.
Cardinal Health's new drugstore hub near Rickenbacker played role in record FY26
Cardinal Health's new drugstore hub near Rickenbacker contributed to the company achieving record sales of a quarter-trillion dollars in fiscal year 2026. This performance comes after Jason Hollar was promoted to CEO in 2022, during which time adjusted annual per-share earnings have more than doubled.
Walmart Upgraded, Decker's Outdoor Corporation Downgraded: Updated Rankings on Top Blue-Chip Stocks
Louis Navellier has updated his Stock Grader recommendations for 101 blue-chip stocks based on institutional buying pressure and fundamental health. The article highlights several upgrades, including Walmart moving from Neutral to Strong, and downgrades, such as Deckers Outdoor Corporation shifting from Neutral to Weak. Investors are encouraged to review these changes to adjust their portfolios accordingly.
Baxter’s Interim CFO Anita Zielinski Departs for Cardinal Health
Anita Zielinski, Baxter’s interim chief financial officer, is resigning on September 15 to become the chief accounting officer at Cardinal Health. She will receive a $750,000 signing bonus and $1 million in restricted stock units from Cardinal Health to compensate for forfeited earnings from her previous role. This move follows Baxter's recent Q2 earnings report, which showed $2.96 billion in sales, a 5% increase year-over-year.
Baxter’s interim CFO is leaving for Cardinal Health
Anita Zielinski, Baxter's interim CFO, is departing in September to become the chief accounting officer and SVP of finance at Cardinal Health, effective November 5. Zielinski's move comes after less than two years at Baxter, where she also served as SVP, chief accounting officer, and controller. Baxter recently reported strong Q2 results and increased its full-year outlook, but has not yet announced Zielinski's successor.
