Wells Fargo Raises Outlook on Cardinal Health (CAH), Cites Broad Business Strength
Wells Fargo has increased its price target for Cardinal Health (CAH) to $256 from $237, reiterating an "Overweight" rating due to strong Q2 performance and broad business strength, particularly in its Pharmaceutical and Specialty segments. The company recently raised its fiscal 2026 profit outlook after exceeding expectations, driven by demand for specialty medicines. CEO Jason Hollar noted that while GLP-1 drugs contribute to revenue, their impact on near-term profits is expected to be gradual.
Wells Fargo Raises Outlook on Cardinal Health (CAH), Cites Broad Business Strength
Wells Fargo has raised its price target for Cardinal Health (CAH) to $256 from $237, reiterating an Overweight rating following strong Q2 performance and increased earnings estimates. The firm highlighted broad business strength, particularly in Pharmaceutical and Specialty segments, with momentum expected to continue. Cardinal Health also raised its fiscal 2026 profit outlook, driven by strong demand for specialty medicines, though GLP-1 drugs are not yet expected to significantly impact near-term profits.
GE HealthCare Wins FDA Clearances for Next-Gen SIGNA MRI Portfolio
GE HealthCare (GEHC) has received FDA 510(k) clearance for three new magnetic resonance (MR) innovations: SIGNA Sprint with Freelium, SIGNA Bolt, and SIGNA One. These next-generation MRI systems are designed to enhance efficiency, sustainability, and diagnostic accuracy, addressing rising demand and workforce constraints in radiology. The clearances reinforce GEHC's leadership in precision imaging and align with broader healthcare trends towards sustainability, automation, and operational efficiency.
GE HealthCare Wins FDA Clearances for Next-Gen SIGNA MRI Portfolio
GE HealthCare has secured FDA 510(k) clearance for three new MR innovations: SIGNA Sprint with Freelium, a 1.5T sealed MRI system; SIGNA Bolt, an advanced 3T MRI scanner; and SIGNA One, an AI-enabled workflow ecosystem. These advancements aim to address rising imaging volumes, workforce constraints, and sustainability needs in the radiology market. The new portfolio enhances efficiency, diagnostic accuracy, and sustainability, solidifying GE HealthCare's leadership in precision imaging and supporting long-term revenue growth.
AMN Q4 Earnings Meet Estimates, Revenues Beat, Gross Margin Contracts
AMN Healthcare Services, Inc. (AMN) reported Q4 2025 adjusted EPS of 22 cents, meeting analyst estimates, while revenues of $748.2 million surpassed expectations. Despite the revenue beat, the company experienced a significant year-over-year decline in EPS and a contraction in gross margin. AMN provided Q1 2026 revenue guidance of $1.225-$1.240 billion, driven largely by labor disruption revenues, and projects long-term organic revenue growth of 4-6% annually.
Public Sector Pension Investment Board Purchases 12,003 Shares of Cardinal Health, Inc. $CAH
The Public Sector Pension Investment Board significantly increased its stake in Cardinal Health, Inc. by 66.7% in Q3, acquiring 12,003 additional shares, bringing its total to 30,007 shares valued at approximately $4.71 million. Other major institutions also expanded their holdings, contributing to a total institutional ownership of 87.17%. Analysts are largely positive, rating the stock a "Moderate Buy" with a consensus target price of $244.20, following an earnings beat and an 18.8% increase in quarterly revenue.
Wells Fargo Raises Outlook on Cardinal Health (CAH), Cites Broad Business Strength
Wells Fargo has increased its price target for Cardinal Health (CAH) to $256 from $237, reiterating an Overweight rating due to strong Q2 performance and broad business strength, especially in its Pharmaceutical and Specialty segments. Cardinal Health also raised its fiscal 2026 profit outlook, with adjusted earnings now expected between $10.15 and $10.35 per share, driven by strong demand for specialty medicines. CEO Jason Hollar noted that while GLP-1 drugs contribute to revenue, their impact on near-term profits is not expected to be significant, representing a longer-term opportunity.
Q4 Earnings: These Buy-Rated Stocks Crushed Expectations
In the 2025 Q4 earnings cycle, buy-rated stocks Cardinal Health (CAH) and Palantir (PLTR) significantly exceeded expectations. Palantir reported stellar growth with a 70% year-over-year increase in sales and a 34% surge in customer count. Cardinal Health also posted strong results, with sales up 18.8% and adjusted EPS growing 36.3%, leading them to raise their FY26 outlook.
Q4 Earnings: These Buy-Rated Stocks Crushed Expectations
This article highlights strong Q4 earnings reports from two "Buy-rated" companies, Palantir (PLTR) and Cardinal Health (CAH). Palantir demonstrated stellar growth with $1.4 billion in sales, up 70% year-over-year, and significant contract value closures. Cardinal Health posted a double-beat with sales soaring 18.8% and raised its FY26 adjusted EPS outlook, reinforcing its "Strong Buy" rating.
Exact Sciences Q4 Earnings Match Estimates, Revenues Beat, Stock Up
Exact Sciences (EXAS) reported a net loss of 21 cents per share in Q4 2025, matching estimates, with revenues of $878.4 million beating the Zacks Consensus Estimate. Consolidated revenues for the full year reached $3.25 billion, an increase of 17.7%. The company saw strong revenue growth in both its Screening and Precision Oncology segments, though increased operating expenses led to a higher operating loss compared to the previous year.
PODD Stock Up on Q4 Earnings & Revenue Beat, Margins Rise
Insulet Corporation (PODD) reported strong fourth-quarter and full-year 2025 results, with adjusted EPS of $1.55 and revenues of $783.8 million, both surpassing Zacks Consensus Estimates. The company saw significant growth in Omnipod revenues, especially internationally, and expanded its gross and operating margins. Insulet also provided a positive outlook for full-year 2026 and the first quarter, projecting continued revenue growth.
PODD Stock Up on Q4 Earnings & Revenue Beat, Margins Rise
Insulet Corporation (PODD) reported strong fourth-quarter and full-year 2025 results, with adjusted EPS and revenues surpassing Zacks Consensus Estimates. The company saw significant growth in Omnipod revenues, particularly internationally, and expanded its gross and operating margins. Insulet also provided a positive outlook for full-year 2026 and robust guidance for the first quarter, reflecting continued momentum in its business.
$3.8 Billion Negative Pressure Wound Therapy (NPWT) Devices
The global market for Negative Pressure Wound Therapy (NPWT) devices is projected to grow from $2.9 billion in 2025 to $3.8 billion by 2030, exhibiting a compound annual growth rate (CAGR) of 5.9%. This growth is driven by the increasing demand for advanced wound healing technologies, particularly for managing diabetic foot ulcers and surgical site infections. The report analyzes market trends, applications, end-users, and regional dynamics, profiling major companies such as Solventum and Smith+Nephew.
$3.8 Billion Negative Pressure Wound Therapy (NPWT) Devices Market Assessment, 22 - Featuring Solventum, Smith+Nephew, Cardinal Health, Molnlycke Health Care, ConvaTec Group and Other Key Players
The global Negative Pressure Wound Therapy (NPWT) devices market is projected to grow from $2.9 billion in 2025 to $3.8 billion by 2030, at a CAGR of 5.9%. This growth is driven by the increasing demand for advanced wound healing technologies, particularly for diabetic foot ulcers and surgical site infections. The report provides a comprehensive analysis of market trends, regional dynamics, key players, and future growth prospects in the NPWT sector.
NEOS Investment Management LLC Buys 19,639 Shares of Cardinal Health, Inc. $CAH
NEOS Investment Management LLC significantly increased its stake in Cardinal Health, Inc. (NYSE:CAH) by 113.8% during the third quarter, purchasing an additional 19,639 shares to bring its total holdings to 36,900 shares valued at $5.77 million. Other institutional investors also adjusted their positions in the company. Cardinal Health's stock opened at $225.07, and the company recently announced a quarterly dividend of $0.5107 per share, yielding 0.9% annually.
Cardinal Health Stock Is Trading Near Record Levels: Here’s the Path to $467
Cardinal Health (CAH) stock is trading near record levels and has a path to $467 according to a valuation model. The company reported strong Q2 FY2026 results, beating analyst estimates for EPS and revenue, and raised its full-year guidance for the second consecutive time. This performance, coupled with a shift in analyst sentiment and strategic acquisitions, positions the company for continued growth.
Cardinal Health Inc (NYSE:CAH) Shows Strong Growth and Technical Momentum
Cardinal Health Inc (NYSE:CAH) demonstrates strong growth and technical momentum, making it an attractive prospect for investors using a combined fundamental and technical analysis approach. The company exhibits robust financial health with significant EPS and income growth, alongside compelling technical indicators like a high Technical Rating and positive price movement. This blend of strong business fundamentals and positive market sentiment suggests potential for continued stock price appreciation.
Zacks.com featured highlights include Boot Barn, Brinker International, Tapestry and Cardinal Health
Zacks.com highlights Boot Barn Holdings, Brinker International, Tapestry, and Cardinal Health as top stock picks based on their strong interest coverage ratios. The article emphasizes the importance of this metric in assessing a company's financial health, detailing how a high interest coverage ratio indicates a firm's ability to meet its debt obligations. All four companies also show positive earnings and sales growth forecasts and have exhibited strong stock performance over the past year.
Vanguard Group Inc. Has $4.84 Billion Stock Position in Cardinal Health, Inc. $CAH
Vanguard Group Inc. increased its stake in Cardinal Health, Inc. (NYSE:CAH) by 0.8% during the third quarter, bringing its total holding to 30,823,483 shares, valued at approximately $4.84 billion. Cardinal Health recently surpassed earnings expectations with $2.63 EPS on $65.63 billion revenue, an 18.8% year-over-year increase. Analysts have a "Moderate Buy" rating for CAH with an average price target of $244.20, following several upgrades.
Cardiovascular Devices Market Booming Rapidly from 2026 to 2033
The Cardiovascular Devices market is projected to grow significantly, from USD 66,420.8 million in 2025 to USD 1,12,366.1 million by 2032, at a CAGR of 7.8%. A new report from Coherent Market Insights details this growth, analyzing market dynamics, key players like Livanova PLC and Medtronic PLC, and regional trends, with forecasts extending to 2033. The study aims to provide stakeholders with insights into market opportunities and challenges across various segments.
Zacks.com featured highlights include Boot Barn, Brinker International, Tapestry and Cardinal Health
Zacks.com highlights four stocks—Boot Barn, Brinker International, Tapestry, and Cardinal Health—that demonstrate strong interest coverage ratios. The article emphasizes the importance of this metric for evaluating a company's financial health and ability to meet debt obligations. These selected companies show promising growth in sales and EPS, alongside positive stock performance over the past year.
Zacks.com featured highlights include Boot Barn, Brinker International, Tapestry and Cardinal Health
This article highlights four stocks—Boot Barn Holdings (BOOT), Brinker International (EAT), Tapestry (TPR), and Cardinal Health (CAH)—that exhibit strong interest coverage ratios. The interest coverage ratio is presented as a crucial metric for evaluating a company's financial health and its ability to meet debt obligations. Each of the featured companies also boasts a strong Zacks Rank, positive earnings surprises, and projected growth in sales and EPS.
Labcorp Q4 Earnings Beat, Revenues Miss, Stock Down in Pre-Market
Labcorp (LH) reported Q4 2025 adjusted earnings per share of $4.07, surpassing the Zacks Consensus Estimate by 3% and rising 18% year-over-year. However, revenues of $3.52 billion missed estimates by 1%, causing the stock to decline slightly in pre-market trading. The company also provided its full-year 2026 revenue and adjusted EPS guidance, with both metrics aligning closely with Zacks Consensus Estimates.
Wall Street Analysts See Cardinal (CAH) as a Buy: Should You Invest?
Wall Street analysts currently rate Cardinal Health (CAH) as a "Strong Buy" with an average brokerage recommendation (ABR) of 1.25. However, the article advises investors against relying solely on these recommendations due to potential positive bias from brokerage firms. Instead, it suggests using the Zacks Rank, which is based on earnings estimate revisions, as a more reliable indicator, noting that CAH currently holds a Zacks Rank #2 (Buy) due to optimistic earnings estimate revisions.
MDT Stock Up on Q3 Earnings and Revenue Beat, Margins Down
Medtronic plc (MDT) reported Q3 fiscal 2026 adjusted EPS of $1.36 and worldwide revenues of $9.02 billion, both surpassing Zacks Consensus Estimates. Despite this beat and organic revenue growth across its key segments, the company experienced contractions in gross and adjusted operating margins. Medtronic maintained its fiscal 2026 outlook, projecting organic revenue growth of 5.5% and adjusted EPS in the range of $5.62-$5.66.
How Investors Are Reacting To McKesson (MCK) Earnings Beat, Buybacks And New Shelf Registration
McKesson reported strong Q3 2025 results with increased sales and net income, alongside continued share buybacks and a new universal shelf registration. These actions underscore management's commitment to enhancing per-share financial performance and maintaining financial flexibility. The market's reaction suggests that while these positive developments reinforce the near-term earnings outlook, the core investment narrative, including risks from drug pricing and healthcare policy, largely remains unchanged, resulting in varied fair value estimates among investors.
Virginie Helias: How P&G Champions Healthcare Sustainability
Virginie Helias, Procter & Gamble's Chief Sustainability Officer, has been ranked sixth in Sustainability Magazine's Top 250 Sustainability Leaders 2026 for her dedication to integrating sustainability. She focuses on minimizing environmental impact and supporting communities through health and hygiene initiatives, seeing sustainability as a driver for innovation and brand building. Helias will also be speaking at Sustainability LIVE: The Net Zero Summit to discuss the evolving role of a Chief Sustainability Officer.
Shell Asset Management Co. Sells 14,094 Shares of Cardinal Health, Inc. $CAH
Shell Asset Management Co. significantly reduced its stake in Cardinal Health, Inc. by 62.8%, selling 14,094 shares and retaining 8,344 shares valued at $1.31 million. This comes after Cardinal Health surpassed Q4 earnings expectations with strong revenue growth and a declared quarterly dividend, leading to several analyst price target upgrades and a "Moderate Buy" consensus rating. Other institutional investors also adjusted their holdings, with several major firms increasing their positions in the company.
Cardinal Health's (NYSE:CAH) Dividend Will Be $0.5107
Cardinal Health (NYSE:CAH) has announced a dividend of $0.5107 per share, payable on April 15th, resulting in a 0.9% yield. The company's dividend is well-covered by earnings and cash flow, with a forecast 65.2% rise in earnings per share next year and a low estimated payout ratio of 18%. Cardinal Health has a solid track record of consistent dividend payments with a 2.8% compound annual growth rate over the last decade, and analysts project potential for future increases.
Bruker's Q4 Earnings Lag Estimates, Margins Contract, Stock Down
Bruker Corporation (BRKR) reported Q4 2025 adjusted earnings that missed analyst estimates by 9.2%, falling 22.4% year over year, despite revenues slightly beating expectations. The company experienced contracting gross and operating margins due to lower volume, unfavorable mix, tariffs, and currency headwinds. Bruker provided 2026 guidance, projecting revenue growth of 4% to 5% and adjusted EPS growth of 15% to 17%.
Assetmark Inc. Has $10.72 Million Holdings in Cardinal Health, Inc. $CAH
Assetmark Inc. reduced its stake in Cardinal Health, Inc. by 14% in Q3, selling 11,101 shares but still holding 68,316 shares valued at $10.72 million. Cardinal Health recently reported strong Q4 earnings, beating expectations with an EPS of $2.63 and an 18.8% year-over-year revenue increase to $65.63 billion. The company also declared a quarterly dividend of $0.5107 per share, and several analysts have raised their price targets, resulting in a "Moderate Buy" consensus rating.
(02/16/26) Top Picks 2026: Cardinal Health Inc. (CAH)
Louis Navellier recommends Cardinal Health Inc. (CAH) as a strong buy, citing its recent financial performance. The company reported a significant revenue increase of 22.4% to $64 billion and a 35.6% rise in operating earnings to $611 million, surpassing analyst expectations. Navellier highlights the upward revision of consensus earnings estimates by analysts as a predictor of future earnings surprises for CAH.
Assessing Cardinal Health (CAH) Valuation After Strong Q2 Beat And Raised 2026 Profit Guidance
Cardinal Health (CAH) reported strong Q2 results, exceeding analyst expectations with higher sales and net income, and raised its 2026 profit guidance. The article discusses the stock's recent performance, which includes a 77.13% 1-year total shareholder return and a 379.06% 5-year return. Despite these gains, Simply Wall St's analysis suggests CAH is still modestly undervalued, with a fair value estimated at $243.07 per share, while also acknowledging execution risks like regulatory pressures and potential contract losses.
Owens & Minor Inc Is Suddenly On Everyone’s Radar – But Is The Hype Even Real?
Owens & Minor Inc (OMI) is gaining attention as a "boring but crucial" healthcare infrastructure stock, specializing in medical supplies and logistics. While not a flashy stock, it's attracting investors interested in recession-resistant healthcare supply chains due to the constant demand for medical products. However, investors are cautioned to consider its volatility, debt levels, and the need for management to deliver on cost-cutting and margin improvements due to its history of price swings.
Cardinal Health, Inc. $CAH Shares Purchased by Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co significantly increased its stake in Cardinal Health (NYSE:CAH) during Q3, now holding 62,600 shares valued at approximately $9.83 million. This comes as Cardinal Health beat Q4 earnings estimates, reporting $2.63 EPS and $65.63 billion in revenue, leading to analyst price target increases and a "Moderate Buy" consensus rating. The company also declared a quarterly dividend of $0.5107 per share, reinforcing investor confidence.
Cardinal Health (NYSE:CAH) Upgraded by Zacks Research to Strong-Buy Rating
Zacks Research has upgraded Cardinal Health (NYSE:CAH) to a "strong-buy" rating, citing recent positive quarterly results, a confirmed dividend, and increased price targets from other analysts. The company reported $2.63 EPS, topping consensus estimates, with revenue up 18.8%. Institutional investors own a significant portion of its stock, and the consensus price target from analysts is $245.19.
Florida Financial Advisors LLC Acquires Shares of 9,989 Cardinal Health, Inc. $CAH
Florida Financial Advisors LLC recently acquired 9,989 shares of Cardinal Health, Inc. (NYSE:CAH), valued at approximately $1.568 million, as disclosed in their latest SEC filing. This comes as Cardinal Health reported strong Q4 earnings, beating consensus estimates with $2.63 EPS and revenues soaring by nearly 19% year-over-year. The company also announced a quarterly dividend of $0.5107 per share, reinforcing investor confidence, while analysts maintain a "Moderate Buy" rating with an average price target of $245.19.
Owens & Minor Inc Is Suddenly On Everyone’s Radar – But Is The Hype Even Real?
The article discusses Owens & Minor Inc (OMI), a medical supply and logistics company, and questions whether the recent buzz around it is warranted. It highlights OMI as a "boring but crucial" healthcare infrastructure play, attracting attention from investors interested in recession-resistant stocks and the healthcare supply chain. The piece analyzes OMI's stock performance, business model, and risk level, comparing it to larger competitors, ultimately suggesting it's a higher-risk, potentially undervalued opportunity for informed investors rather than a quick win.
Caprock Group LLC Makes New $2.25 Million Investment in Cardinal Health, Inc. $CAH
Caprock Group LLC has made a new investment of $2.25 million in Cardinal Health (CAH), purchasing 15,099 shares during the third quarter. This comes as Cardinal Health exceeded earnings expectations in its recent quarter, reporting $2.63 EPS against an estimated $2.31, with revenues up 18.8% year-over-year. Analysts have a "Moderate Buy" rating on the stock with a consensus price target of $245.19, while the stock currently trades around $215.
Cardinal Health, Inc. (NYSE:CAH) to Issue $0.51 Quarterly Dividend
Cardinal Health (NYSE:CAH) has declared a quarterly dividend of $0.5107 per share, payable on April 15th to shareholders of record as of April 1st. This dividend represents an annualized payment of $2.04 with a yield of approximately 0.9%, and the company has consistently increased its dividend for 29 consecutive years, maintaining a payout ratio of about 22.5%. The announcement follows a strong quarterly earnings report where Cardinal Health exceeded analyst expectations with EPS of $2.63 and revenue of $65.63 billion.
Cardinal Health's (NYSE:CAH) Solid Earnings Are Supported By Other Strong Factors
Cardinal Health's recent strong earnings are backed by encouraging financial indicators. The company's accrual ratio of -1.82 signifies that its free cash flow significantly exceeded its statutory profit, indicating a strong cash conversion. Furthermore, unusual items reduced its statutory profit, suggesting that future reported profits could be even higher if these one-off expenses do not recur.
LSV Asset Management Reduces Stake in Cardinal Health, Inc. $CAH
LSV Asset Management significantly reduced its stake in Cardinal Health, selling 37.4% of its shares in the third quarter. Despite this, other institutional investors like Norges Bank and Acadian Asset Management increased their holdings. Cardinal Health recently reported strong quarterly earnings, exceeding analyst expectations, and declared a quarterly dividend.
30-year healthcare strategist joins Compugen cancer board
Compugen (Nasdaq: CGEN) has announced the appointment of Dr. Michele Holcomb as an independent director, effective February 11, 2026. Dr. Holcomb brings over 30 years of experience in biotech, pharmaceuticals, and healthcare services, including senior roles at Cardinal Health and Teva, and a long tenure at McKinsey. Her expertise in strategy, business development, partnerships, and portfolio management is expected to strengthen the board as Compugen advances its clinical programs, pharma partnerships, and AI/ML discovery platform.
Best Momentum Stock to Buy for February 13th
Zacks Investment Research identifies three "Strong Buy" momentum stocks for February 13th: LATAM Airlines Group (LTM), ING Group (ING), and Cardinal Health (CAH). These companies exhibit strong Zacks Ranks, positive earnings estimate revisions, and favorable stock performance over the last three months compared to the S&P 500, each earning a Momentum Score of A. The article also mentions a free report on "AI Boom 2.0" for investors.
Envista Stock Rises Post Q4 Earnings & Revenue Beat, Gross Margin Down
Envista Holdings Corporation (NVST) reported strong Q4 2025 results, with adjusted EPS up 58.3% year over year and revenues increasing by 15%, both beating Zacks Consensus Estimates. Despite a contraction in gross margin, the company's operational profit significantly improved, and its shares rallied post-announcement. Envista remains optimistic about its core sales growth and adjusted EBITDA margins for 2026, benefiting from its diverse portfolio in specialty products and technologies.
Cardinal Health Keeps Quarterly Dividend at $0.5107 per Share, Payable April 15 to Holders of Record April 1
Cardinal Health announced its quarterly dividend will remain at $0.5107 per share. The dividend is payable on April 15, 2026, to shareholders of record as of April 1, 2026. This news comes amidst various analyst target price adjustments and a maintained 'Buy' or 'Outperform' rating from several firms.
Cardinal Health Board of Directors Approves Quarterly Dividend
Cardinal Health's Board of Directors has approved a quarterly dividend of $0.5107 per share. This dividend will be payable on April 15, 2026, to shareholders registered by April 1, 2026. The company is a major distributor and manufacturer of pharmaceutical, medical, and laboratory products, dedicated to improving healthcare through innovative solutions.
Cardinal Health to pay $0.5107 dividend per share on April 15
Cardinal Health (NYSE: CAH) announced its Board of Directors approved a quarterly dividend of $0.5107 per share. This dividend is payable on April 15, 2026, to shareholders of record as of April 1, 2026, and will be paid out of the company's capital surplus. This action aligns with the company's established pattern of consistent, slightly rising shareholder distributions.
BAX Stock Falls Following Q4 Earnings Miss, Margins Contract
Baxter International Inc. (BAX) reported fourth-quarter 2025 adjusted earnings per share of 44 cents, missing analyst estimates by 17%, and revenues of $2.97 billion, which beat estimates. The company's adjusted gross margin contracted significantly by 900 basis points to 35.5%, leading to a 13.3% drop in BAX shares in pre-market trading. Baxter also provided a cautious outlook for 2026, forecasting flat to 1% sales growth and an adjusted EPS range below consensus estimates.
AVTR Stock Plunges Despite Q4 Earnings Beat Estimates, Margins Decline
Avantor, Inc. (AVTR) reported a Q4 2025 adjusted EPS of 22 cents and revenues of $1.66 billion, both surpassing Zacks Consensus Estimates. Despite the beat, the company's stock plunged due to a year-over-year decline in both earnings and revenues, and significant margin contraction. Avantor provided a cautious outlook for 2026, anticipating negative organic revenue growth and continued margin pressure, as it embarks on a "Revival" initiative to stabilize the business.
