US3073EBF1 Bond Risk Analysis
This article provides a risk analysis for the Cencora, Inc. 5.65% 13-FEB-2056 bond, identified by the ISIN US3073EBF1 and traded on the Dusseldorf Stock Exchange. It highlights key metrics for assessing credit risk, inflation protection, and the issuer's rating to help users make informed decisions. The platform also offers access to exclusive analyst ratings for bonds.
COR's MWI Animal Health to Merge With Covetrus in $3.5 Billion Deal
Cencora (COR) announced that its MWI Animal Health subsidiary will merge with Covetrus in a transaction valuing MWI at $3.5 billion. Cencora will receive cash and equity, retaining a 34.3% stake in the combined entity, strategically positioning itself for growth in the expanding animal health market while focusing on higher-growth specialty segments. The deal aims to create a more integrated platform with enhanced efficiency and broader access for veterinary professionals and pet owners.
NICE Ltd. Announces Climb In Q4 Bottom Line
NICE Ltd. (NICE) reported a significant increase in its Q4 profit, with earnings totaling $150.55 million, or $2.41 per share, up from $99.51 million ($1.54 per share) in the same period last year. Excluding certain items, adjusted earnings were $202.71 million or $3.24 per share. The company's revenue also saw a 9.0% rise to $786.50 million.
NEOS Investment Management LLC Has $5.63 Million Holdings in Cencora, Inc. $COR
NEOS Investment Management LLC significantly increased its stake in Cencora, Inc. (NYSE:COR) by 97.5% in the third quarter, bringing its total holdings to 18,007 shares valued at approximately $5.63 million. The article highlights Cencora's recent earnings beat, a declared quarterly dividend, and the planned merger of its animal-health unit, which analysts view as a positive move allowing the company to refocus on its core drug distribution business. Despite some analyst downgrades, the consensus rating remains a "Moderate Buy" with an average price target of $399.00.
Cencora Stock Rallied 50% Last Year. Here’s the Numbers Behind Sustaining That Momentum
Cencora's stock rally last year is examined through recent strategic moves, including the divestiture of MWI Animal Health and robust Q1 earnings which led to raised guidance. The analysis forecasts a potential stock price of $407 by September 2028, implying a 5% annualized return, based on specific revenue growth, operating margin, and exit multiple assumptions. However, the model signals a "Sell" due to the annualized return falling below the equity hurdle rate, driven by increased interest expenses from the OneOncology acquisition and potential earnings dilution from the MWI divestiture.
Covetrus Announces Strategic Merger with MWI Animal Health
Cencora, Inc. and Covetrus have announced a definitive agreement to merge Covetrus with MWI Animal Health, creating a comprehensive, tech-enabled animal health platform. The merger aims to enhance affordability and access to products, improve operational efficiencies for veterinary practices, and support innovation across the animal health ecosystem. Under the terms, Cencora will receive $1.25 billion in upfront cash, $800 million in preferred equity, and a 34.3% common equity stake in the combined company, valuing MWI at $3.5 billion.
Cencora to Receive $1.25B Cash, $2.25B Equity for MWI in $3.5B Deal; Retains 34.3% Stake
Cencora is set to merge its MWI Animal Health division with Covetrus in a deal valuing MWI at $3.5 billion. Cencora will receive $1.25 billion in cash and $2.25 billion in equity, comprising perpetual payment-in-kind preferred units and common units. Upon closing, Cencora will retain approximately a 34.3% common equity stake in the combined entity.
Animal health shake-up: Covetrus and MWI plan $3.5B merger
Cencora's MWI Animal Health and Covetrus are set to merge in a $3.5 billion deal, creating a comprehensive animal health platform. This combination aims to enhance access to animal healthcare, drive operational efficiencies for veterinary practices, and support innovation in the industry. Cencora will receive $1.25 billion in cash, $800 million in preferred equity, and a 34.3% common equity stake in the new combined entity.
Pediatrix Medical Group Earnings: What To Look For From MD
Pediatrix Medical Group (NYSE:MD) is set to announce its earnings results this Thursday, with analysts expecting a 3% year-on-year revenue decline to $487.3 million and adjusted earnings of $0.54 per share. Despite beating revenue expectations last quarter, the company has missed Wall Street's revenue estimates three times in the past two years. The stock's performance has been flat over the last month, contrasting with some peers in the healthcare sector.
Is the Options Market Predicting a Spike in Cencora Stock?
The options market is showing high implied volatility for Cencora (COR) stock, particularly with the Mar 20, 2026 $130 Call, suggesting an expectation of significant price movement. Despite this, Cencora currently holds a Zacks Rank #3 (Hold) in an industry performing in the bottom 41%, and analysts have slightly lowered their current quarter estimates. This situation could present an opportunity for options traders to sell premium, betting against a large move.
Vanguard Group Inc. Boosts Stock Position in Cencora, Inc. $COR
Vanguard Group Inc. increased its stake in Cencora, Inc. by 4.1% in the third quarter, bringing its total holdings to over 23 million shares valued at $7.31 billion, representing 12.07% ownership. Institutional investors now own about 97.52% of the company, which analysts rate as a "Moderate Buy" with an average price target of $399. Cencora recently reported strong quarterly earnings, beating EPS estimates, and declared a $0.60 quarterly dividend.
JPMorgan Chase & Co. Buys 821,098 Shares of Cencora, Inc. $COR
JPMorgan Chase & Co. significantly increased its stake in Cencora, Inc. (NYSE:COR) by 21.3% in the third quarter, purchasing an additional 821,098 shares, bringing its total to 4,677,797 shares valued at approximately $1.46 billion. Cencora has a "Moderate Buy" consensus rating from analysts with an average target price of $399.00. The company recently reported slightly better-than-expected EPS but missed revenue estimates, announced a quarterly dividend of $0.60, and shows high institutional ownership despite some insider selling.
PNC Financial Services Group Inc. Cuts Holdings in Cencora, Inc. $COR
PNC Financial Services Group Inc. reduced its stake in Cencora, Inc. by 1.5% in the third quarter of 2026, selling 3,202 shares and retaining 205,326 shares valued at $64.17 million. This move comes as institutional investors collectively own about 97.52% of the company, while insiders have been net sellers, divesting 15,220 shares worth $5.28 million over the past 90 days. Cencora itself reported slightly better-than-expected EPS but missed revenue estimates in its latest quarterly earnings, and analysts maintain a "Moderate Buy" consensus rating with an average target price of $399.00.
Cornerstone Advisory LLC Has $3.57 Million Stake in Cencora, Inc. $COR
Cornerstone Advisory LLC reduced its stake in Cencora, Inc. by 23.5% in the third quarter, holding 11,407 shares valued at $3.57 million. Despite recent insider selling totaling $5.28 million over 90 days, institutional investors own 97.52% of the company's stock. Cencora (NYSE:COR) reported slightly better-than-expected EPS and announced a quarterly dividend, maintaining a consensus "Moderate Buy" rating with a target price of $399.
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.
Cencora, Inc. (COR) Stock Analysis: Exploring A 11.74% Upside Potential
Cencora, Inc. (NYSE: COR), formerly AmerisourceBergen, is a significant player in the healthcare sector with a market capitalization of $70.19 billion, showing robust financial performance and investor confidence. Analysts are largely positive, forecasting an 11.74% upside potential with an average target price of $403.20. The company’s strong technical indicators, solid cash flow, and potential for increased dividends make it an appealing investment for growth-oriented investors in the healthcare segment.
Assetmark Inc. Raises Stock Holdings in Cencora, Inc. $COR
Assetmark Inc. significantly increased its holdings in Cencora, Inc. (NYSE:COR) by 23.0% in the third quarter, bringing its total ownership to 42,850 shares valued at $13.39 million. Other institutional investors also adjusted their positions, while company insiders, including CEO Robert P. Mauch and EVP Elizabeth S. Campbell, sold a total of 20,316 shares worth over $7 million in recent months. Cencora, a healthcare services and pharmaceutical distribution company, recently reported strong quarterly earnings, surpassing analyst expectations, and declared a quarterly dividend.
Aberdeen Group plc Has $48.85 Million Stock Holdings in Cencora, Inc. $COR
Aberdeen Group plc increased its stake in Cencora, Inc. (NYSE:COR) by 5.4% during the third quarter, bringing its total holdings to 158,564 shares valued at $48.85 million. Other institutional investors also adjusted their positions in Cencora, which has a "Moderate Buy" consensus rating from analysts with an average target price of $399.00. The company recently reported strong earnings, beating analyst estimates, and announced a quarterly dividend.
TimesSquare Capital Management LLC Sells 22,292 Shares of Cencora, Inc. $COR
TimesSquare Capital Management LLC decreased its stake in Cencora, Inc. (NYSE:COR) by 4.8% during the third quarter, selling 22,292 shares and now owning 443,601 shares valued at $138.64 million. Other institutional investors have also adjusted their holdings in Cencora, with 97.52% of the stock owned by hedge funds and institutional investors. The article also details Cencora's recent financial performance, dividends, analyst ratings, and insider trading activities.
Cencora Prices $3 Billion Senior Notes Offering
Cencora priced a $3 billion senior notes offering with maturities from 2029 to 2056 and coupons between 3.950% and 5.650%. The company intends to use the proceeds primarily to repay debt incurred from its acquisition of OneOncology, thereby strengthening its capital structure. An analyst has a Buy rating on COR stock with a $425.00 price target, while TipRanks' AI Analyst, Spark, rates it as Neutral due to factors like balance-sheet leverage and high P/E despite solid operating performance.
Cencora raises $3B to repay 364-day credit for OneOncology acquisition
Cencora, Inc. has successfully closed a $3.0 billion senior notes offering, consisting of five tranches with varying interest rates and maturity dates ranging from 2029 to 2056. The net proceeds from this offering will primarily be used to repay its 364-Day Term Credit Agreement, which was obtained to finance a portion of its acquisition of OneOncology, with any remaining funds allocated for general corporate purposes. The offering was an underwritten registered public offering managed by several major financial institutions.
Cencora, Azenta, The Pennant Group, LifeStance Health Group, and Gilead Sciences Shares Are Soaring, What You Need To Know
Shares of Cencora, Azenta, The Pennant Group, LifeStance Health Group, and Gilead Sciences rallied after a weaker-than-expected January Consumer Price Index (CPI) report increased hopes for Federal Reserve interest rate cuts. The CPI rose by 0.2%, with the annual rate cooling to 2.4%, suggesting the Fed might cut rates as early as June. Gilead Sciences, in particular, saw its shares jump 3.1%, adding to its 27.6% year-to-date gain, trading near its 52-week high after previously beating second-quarter 2025 earnings expectations.
Cencora Delivers $85.9B Quarter, Lifts Profit Outlook
Cencora, Inc. reported strong first-quarter fiscal 2026 results, with revenue rising 5.5% to $85.9 billion and adjusted diluted EPS increasing 9.4% to $4.08. The company raised its fiscal 2026 adjusted operating income guidance following the acquisition of OneOncology, which strengthened its position in specialty healthcare. Cencora's CEO highlighted the strategic importance of the acquisition in advancing its cancer care partnerships.
Longbow Finance SA Purchases Shares of 33,767 Cencora, Inc. $COR
Longbow Finance SA recently acquired 33,767 shares of Cencora, Inc. (NYSE:COR) valued at approximately $10.55 million. This purchase is part of a trend of increased institutional investment and hedge fund activity in Cencora, with several firms modifying their holdings in the last few quarters. The article also details recent analyst ratings, insider stock sales, and Cencora's financial performance and dividend announcement.
Advisors Asset Management Inc. Has $5.41 Million Position in Cencora, Inc. $COR
Advisors Asset Management Inc. increased its stake in Cencora, Inc. by 40.3% during the third quarter, now holding 17,302 shares valued at $5.41 million. Despite this, company insiders have been net sellers, with the CEO and EVP selling shares worth approximately $1.81 million and $0.58 million respectively. Analysts generally have a "Moderate Buy" rating for Cencora, with an average target price of $396.92, following a recent earnings beat and dividend declaration.
Cencora (NYSE:COR) Is Posting Promising Earnings But The Good News Doesn’t Stop There
Cencora (NYSE:COR) reported earnings that, while seemingly unchanged, reveal encouraging underlying financial health. The company's negative accrual ratio of -0.29 indicates strong free cash flow generation exceeding statutory profit, with US$3.6 billion in free cash flow against US$1.63 billion in profit. Furthermore, US$1.3 billion in "unusual items" reduced profit, suggesting that future earnings could be higher if these one-off deductions do not recur.
Cencora (NYSE:COR) Is Posting Promising Earnings But The Good News Doesn’t Stop There
Cencora's recent earnings report showed no share price change but revealed encouraging underlying numbers. The company displayed a negative accrual ratio of -0.29, indicating free cash flow significantly exceeded statutory profit, and unusual items totaling US$1.3 billion reduced its reported profit. Analysts suggest these unusual items are unlikely to recur, implying potentially higher profits for Cencora next year.
Caprock Group LLC Makes New $3.57 Million Investment in Cencora, Inc. $COR
Caprock Group LLC has made a new investment of $3.57 million in Cencora, Inc. by acquiring 12,222 shares. Several other institutional investors also adjusted their holdings in Cencora, demonstrating continued institutional interest in the company. Cencora recently reported better-than-expected earnings, declared a quarterly dividend, and has received largely positive ratings from analysts.
Cencora, Inc. Announces Pricing of Senior Notes Offering
Cencora, Inc. announced the pricing of $3 billion in senior notes across various maturities, due in 2029, 2030, 2033, 2036, and 2056. The net proceeds of $2.98 billion are expected to be used to repay a $3 billion credit agreement, with remaining funds allocated for general corporate purposes. Major financial institutions, including Citigroup and J.P. Morgan, managed the offering.
Atria Investments Inc Decreases Stake in Cencora, Inc. $COR
Atria Investments Inc reduced its stake in Cencora, Inc. (NYSE:COR) by 7.0% in the third quarter, now owning 48,761 shares worth $15.24 million. Despite this, other institutional investors have increased their holdings, and analysts generally maintain a "Moderate Buy" rating for Cencora with an average price target of $396.92. The company recently reported strong quarterly earnings and announced a dividend of $0.60 per share.
How Investors Are Reacting To Cencora (COR) US$3 Billion Senior Notes To Term Out Acquisition Debt
Cencora, Inc. has priced US$3.00 billion in fixed-rate senior unsecured notes to refinance short-term acquisition debt, primarily for OneOncology, and support general corporate purposes. This move, combined with strong first-quarter results, reflects the company's strategy to balance growth investments, manage its balance sheet, and ensure shareholder returns. While the refinancing is seen as prudent, investors are advised to consider the potential for rising leverage to impact margins and the long-term investment narrative.
Cencora Issues $3 Billion in Senior Unsecured Notes
Cencora (COR) has priced $3 billion in senior unsecured notes across five tranches maturing between 2029 and 2056, with coupons ranging from 3.950% to 5.650%. The company expects to receive approximately $2.98 billion in net proceeds, primarily to repay a $3.0 billion 364-day term loan facility used for its OneOncology acquisition. This move aims to strengthen Cencora’s capital structure, extend its debt maturity profile, and deepen relationships with banking partners.
Why a healthcare group is betting $500,000 on Bitcoin after a sell-off
Cosmos Health (NASDAQ: COSM) has expanded its digital assets program by purchasing $500,000 worth of Bitcoin, bringing its total cryptocurrency investments to $2.5 million. This strategic move aims to diversify its crypto holdings beyond Ethereum, with the company acquiring Bitcoin at an average price below $70,000. Cosmos Health plans to continue evaluating other cryptocurrencies based on market conditions and strategic alignment, consistent with its long-term financial objectives.
Ex-Dividend Reminder: Cencora, Amgen and Oppenheimer Holdings
This article provides an ex-dividend reminder for Cencora Inc (COR), Amgen Inc (AMGN), and Oppenheimer Holdings Inc Class A (OPY), detailing their upcoming dividend payments and ex-dividend dates of February 13, 2026. It calculates the approximate percentage drop in share price expected for each stock on the ex-dividend date and highlights Amgen's status as a "future dividend aristocrats contender." The article also includes historical dividend charts and discusses current estimated annual yields.
Wealthfront Advisers LLC Increases Stock Position in Cencora, Inc. $COR
Wealthfront Advisers LLC significantly increased its stake in Cencora, Inc. (NYSE: COR) by 21.1% in the third quarter, holding 37,324 shares valued at $11.67 million. This increase occurred despite recent insider selling and Cencora reporting strong earnings per share, though revenue slightly missed estimates. The company also announced a quarterly dividend of $0.60 per share, and analysts rate the stock as a "Moderate Buy" with an average price target of $396.92.
McKesson Refocuses On North America With Spin Off And Oncology Growth
McKesson has completed its exit from European operations and plans to spin off its medical-surgical segment to concentrate on North American businesses, particularly oncology and specialty services. This strategic shift, reflected in raised full-year guidance, aims to streamline its portfolio and focus on higher-value healthcare services. Investors should track the separation of the medical-surgical unit and performance in oncology and biopharma services, as the company trades diversification for a more focused, yet potentially riskier, model.
Versor Investments LP Makes New Investment in Cencora, Inc. $COR
Versor Investments LP has initiated a new position in Cencora, Inc. (NYSE:COR), acquiring 3,095 shares valued at approximately $967,000 in the third quarter. This new investment is noteworthy as institutional investors collectively own about 97.5% of Cencora's stock, despite recent insider selling by executives. Analysts maintain a "Moderate Buy" consensus rating for Cencora, with an average price target of $396.92.
Oppenheimer Asset Management Inc. Sells 3,672 Shares of Cencora, Inc. $COR
Oppenheimer Asset Management Inc. has reduced its stake in Cencora, Inc. by 14.5%, selling 3,672 shares and now holding 21,680 shares worth approximately $6.78 million. Cencora recently reported beating EPS estimates at $4.08, though revenue slightly missed, and declared a quarterly dividend of $0.60. The company also priced $3.0 billion in senior notes, increasing its debt load, which analysts see as a near-term headwind despite generally positive analyst sentiment and an average price target near $397.
Healthcare Supply Chain Market Is Going to Boom | SAP SE, Oracle Corporation, McKesson Corporation
Coherent Market Insights has published a comprehensive study on the Healthcare Supply Chain Market, detailing industry trends, growth opportunities, and forecast for 2026-2033. The report offers validated market size estimates, competitive landscape analysis, and regional insights, examining growth drivers, restraints, and investment feasibility. It aims to support informed business decisions through in-depth analysis of emerging trends and technological advancements.
McKesson Refocuses On North America With Spin Off And Oncology Growth
McKesson (NYSE: MCK) is exiting its European operations and spinning off its medical-surgical segment to concentrate on its North American distribution, oncology, and specialty businesses. This strategic shift aims for higher-value services and a cleaner business perimeter, aligning with growing demand for complex therapies and data-driven healthcare support. The company has raised its full-year guidance, reflecting these changes and highlighting strong Q3 performance in oncology and specialty segments.
How Investors Are Reacting To Cencora (COR) US$3 Billion Senior Notes To Term Out Acquisition Debt
Cencora (COR) recently announced a US$3 billion offering of fixed-rate senior unsecured notes to refinance acquisition debt related to OneOncology and for general corporate purposes. This financial move, coupled with strong first-quarter results and a maintained dividend, indicates Cencora's strategy to balance growth investments with prudent financial management. The article suggests this refinancing doesn't significantly alter the company's investment narrative, which centers on its role as a key healthcare distributor and its ability to grow earnings despite margin pressures.
Cencora prices $3 billion in senior notes across multiple maturities By Investing.com
Cencora, Inc. (NYSE:COR) has priced $3 billion in senior notes with maturities ranging from 2029 to 2056. The pharmaceutical solutions company plans to use the proceeds primarily to repay existing debt related to its OneOncology acquisition, with any remainder going towards general corporate purposes. Cencora is a Fortune 500 company with a market cap of approximately $70 billion and has shown significant stock performance over the past year.
Cencora prices five bond issues to repay OneOncology acquisition credit
Cencora (NYSE: COR) has priced five senior note offerings totaling $3 billion, with maturities ranging from 2029 to 2056 and interest rates between 3.950% and 5.650%. The proceeds from these offerings will primarily be used to repay a 364-Day Term Credit Agreement that funded a portion of Cencora's acquisition of OneOncology, with any remaining funds allocated for general corporate purposes. The offering is expected to close on February 13, 2026.
JP Morgan Raises Price Target for McKesson (MCK) to $1107 | MCK Stock News
JP Morgan has increased its price target for McKesson (MCK) from $983 to $1107, reaffirming an "Overweight" rating. This adjustment reflects strong market confidence in McKesson's future performance, following a series of positive analyst evaluations from firms like Mizuho, Wells Fargo, TD Cowen, and Barclays. Despite this, GuruFocus's GF Value suggests a potential downside of 10.61% from the current price.
Cencora files for five-part senior notes offering size not diclosed
Cencora (COR) has filed for a five-part senior notes offering, though the specific size of the offering was not disclosed. This news comes amidst several analyst adjustments to Cencora's price target, generally maintaining overweight or outperform ratings, and follows a period of strong financial performance for the company. Recent reports indicate Cencora beat quarterly profit estimates and boosted annual profit forecasts due to high demand for specialty drugs.
Cencora Updates Segment Reporting Following Strategic Business Review
Cencora, Inc. has revised its historical financial reporting from its fiscal 2025 annual report to align with a new segment structure taking effect in fiscal 2026. This reorganization divides the company into U.S. Healthcare Solutions, International Healthcare Solutions, and an "Other" category for businesses under strategic review. The informational Form 8-K filing updates segment disclosures for investors, without altering audited 2025 financial statements.
Cencora, Inc Revises Financial Reporting Structure
Cencora, Inc announced a revision to its financial reporting structure on February 10, 2026, to better align with its strategic growth priorities. The company has resegmented its operations into U.S. Healthcare Solutions, International Healthcare Solutions, and Other, with changes effective from Q1 2026. This restructuring will also impact previous 2025 financial reports.
What Are Wall Street Analysts' Target Price for Cencora Stock?
Cencora, Inc. (COR) is a pharmaceutical distribution and healthcare solutions company that has significantly outperformed the broader market and its industry peers. Analysts have a "Strong Buy" consensus rating for COR, with price targets suggesting further upside potential. The company recently reported strong fiscal Q1 2026 results, beating revenue and EPS expectations.
Johnson Investment Counsel Inc. Sells 11,354 Shares of Cencora, Inc. $COR
Johnson Investment Counsel Inc. reduced its stake in Cencora, Inc. by 2.8% in the third quarter, holding 388,269 shares valued at $121.35 million. Insider activity shows significant selling, with CEO Robert P. Mauch selling shares worth $1.81 million and total insider sales reaching $7.15 million over 90 days. Despite this, analysts maintain a "Moderate Buy" rating with an average target price of $394.75, and Cencora recently announced a $0.60 quarterly dividend.
Morgan Stanley Raises Cardinal Health, Inc. (CAH) Price Target After Strong Q2
Morgan Stanley increased its price target for Cardinal Health, Inc. (CAH) to $255 from $245, maintaining an Overweight rating, following the company's strong second-quarter results. Cardinal Health also raised its 2026 profit outlook, driven by robust demand for specialty medicines, which are benefiting drug distributors. CEO Jason Hollar noted GLP-1 drugs are not expected to be a major profit driver this fiscal year, although uptake is anticipated to accelerate over time.
