BofA Lowers McKesson (MCK) Price Target, Flags GLP-1 Pricing Pressure
BofA analyst Allen Lutz has reduced McKesson Corporation's price target to $1,000 from $1,040, while maintaining a Buy rating, citing potential pricing pressure from GLP-1 drugs. The shift towards cash-pay GLP-1 prescriptions due to declining prices could negatively impact McKesson's FY27 EBIT guidance for its Prescription Technology Solutions segment. Additionally, McKesson announced the upcoming retirement of its CFO, Britt Vitalone, with Kenny Cheung set to take over the role in May 2026.
Automated Dispensing Machines Market Set to Boom Rapidly, Witnessing Strong Growth Through 2033 | Omnicell, BD, Swisslog, ScriptPro, Capsa Healthcare
Coherent Market Insights has released a comprehensive report on the Automated Dispensing Machines Market, forecasting strong growth through 2033. The report analyzes industry trends, competitive dynamics, and regional performance, featuring key players like Omnicell, BD, and Swisslog. It offers crucial insights for business leaders, investors, and strategists, covering market segmentation, research methodology, and strategic recommendations.
Leerink Partners Remains Bullish on McKesson Corporation (MCK), Retains a $785 Price Target
Leerink Partners has reiterated its bullish stance on McKesson Corporation (MCK) and maintained a $785 price target. This indicates the firm's continued confidence in the company's financial performance and future prospects. Investors will likely view this as a positive signal regarding MCK's valuation.
Callan JMB Successfully Deploys Rapid Redistribution of Critical Pharmaceuticals to Combat Localized Disease Outbreaks for Longstanding Customer
Callan JMB Inc. has successfully redistributed critical vaccines and pharmaceuticals to combat localized disease outbreaks under its Public Health Emergency Preparedness contracts. The company's system efficiently manages the transfer, inspection, storage, and rapid deployment of these essential medical supplies from jurisdictions with excess inventory to those in need, ensuring fiscal stewardship and product integrity. CEO Wayne Williams highlighted the strength of their emergency preparedness infrastructure and nearly two decades of experience in executing reliable redistribution methods.
Mckesson Corp Stock (MCK) Closed Down by 3.20% on Apr 6: Key Drivers Unveiled
McKesson Corp (MCK) stock closed down 3.20% on April 6, primarily due to B of A Securities lowering its price target and recent insider selling activity. Additionally, major institutional investors like UBS and T. Rowe Price reduced their holdings in the previous quarter. Despite these pressures, McKesson reported strong Q3 FY2026 results and raised full-year EPS guidance, indicating the decline was not due to operational performance.
CMS proposes Medicare payment rules for SNFs, 3 others
CMS has proposed Medicare payment updates for four provider types, including skilled nursing facilities (SNFs), hospices, inpatient rehabilitation facilities (IRFs), and inpatient psychiatric facilities (IPFs). These facilities are expected to see payment increases of over 2% in fiscal year 2027, alongside updates to quality reporting programs. Additionally, CMS aims to enhance oversight of hospices to combat fraud, waste, and abuse, introducing new transparency measures and stronger monitoring.
McKesson Corp. stock underperforms Monday when compared to competitors
McKesson Corp. (MCK) stock fell by 3.11% on Monday, closing at $856.77, despite a positive trading session for the broader market where the S&P 500 Index and Dow Jones Industrial Average both saw gains. This decline broke a four-day winning streak for the company's shares.
Oncology Institute taps veteran healthcare lawyer as it scales
The Oncology Institute (NASDAQ: TOI) has appointed Minh Merchant as its Chief Legal Officer, effective April 6, 2026. Ms. Merchant brings over two decades of healthcare legal experience and will oversee legal, regulatory, compliance, and privacy functions as TOI expands its national oncology platform. Her appointment is expected to support the company's growth trajectory and enhance its mission as a trusted healthcare partner.
McKesson Secures New $2 Billion Senior Credit Facilities
McKesson (MCK) has secured new senior credit facilities totaling $2 billion, involving a term loan A-1, a term loan A-2, and a revolving credit facility, with JPMorgan Chase leading the syndicate of lenders. These facilities come with leverage- and rating-based pricing and covenants. An analyst has rated MCK stock as a Buy with a $1000.00 price target, while TipRanks' AI Analyst, Spark, also rates it as Outperform due to strong fundamentals and cash generation.
Mckesson Corp - Subsidiaries Enter Credit Agreement On April 1, 2026 - SEC Filing
McKesson Corp announced that its subsidiaries have entered into a credit agreement on April 1, 2026, as detailed in an SEC filing. This information was reported by Reuters and sourced from Refinitiv. The news is brief and does not provide further details regarding the terms of the agreement.
McKesson Secures $2.0 Billion Senior Secured Credit Facilities Led by JPMorgan
McKesson (MCK) has established new senior secured credit facilities totaling $2.0 billion. These facilities include a $750 million Term Loan A-1, a $250 million Term Loan A-2, and a $1.0 billion revolving credit facility, with initial interest rates tied to Adjusted Term SOFR and Term Benchmark Rate. JPMorgan Chase Bank is the administrative agent, and these facilities are secured by substantially all company assets, aiming to enhance McKesson's liquidity and financial flexibility.
[8-K] MCKESSON CORP Reports Material Event
McKesson Corporation's subsidiaries, including McKesson Medical-Surgical Top Holdings, have entered into new senior secured credit facilities totaling $2.0 billion. These facilities comprise two term loans ($750.0M due 2031, $250.0M due 2028) and a $1,000.0 million revolving credit facility maturing in 2031. The loans are secured by substantially all assets of the borrower and certain U.S. subsidiaries, bearing variable interest rates tied to market benchmarks and incorporating customary financial covenants and tests.
Asia Pacific Pharmacy Automation Market Is Going to Boom |• Omnicell • McKesson Corporation
Worldwide Market Reports has released a new research study on the "Asia Pacific Pharmacy Automation Market," forecasting its growth from 2026 to 2033. The report offers an in-depth analysis of market drivers, challenges, competitive landscape, and segmentation, utilizing both primary and secondary research. Key players like Omnicell and McKesson Corporation are highlighted, and the study provides insights for stakeholders to make informed investment decisions.
Rathbones Group PLC Sells 14,594 Shares of McKesson Corporation $MCK
Rathbones Group PLC decreased its stake in McKesson Corporation by 26.2% during the fourth quarter, selling 14,594 shares and retaining 41,175 shares valued at $33.78 million. Company insiders also sold 3,592 shares, including EVP Michele Lau's sale of 2,725 shares. McKesson exceeded quarterly EPS estimates with earnings of $9.34 and reported $106.16 billion in revenue, with a consensus "Moderate Buy" rating and a price target of approximately $961.
Assessing McKesson (MCK) Valuation After Upward Earnings Revisions And Strength In Pharmaceutical Distribution
McKesson (MCK) is currently valued at US$884.28 and appears undervalued with a narrative fair value of approximately US$997.67, according to Simply Wall St. Recent upward earnings revisions and its strong performance in exceeding EPS estimates, coupled with benefits from a complex pharmaceutical supply chain, contribute to its positive outlook. Investors are advised to consider both the rewards and risks, such as potential tighter drug pricing regulations, before making investment decisions.
15,691 Shares in FT Vest U.S. Equity Deep Buffer ETF – August $DAUG Bought by C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors has acquired a new stake of 15,691 shares, valued at approximately $696,000, in the FT Vest U.S. Equity Deep Buffer ETF – August (DAUG) during the fourth quarter. This purchase represents about 0.22% of the ETF. Other institutional investors like Geneos Wealth Management Inc., Evolution Wealth Management Inc., Capital Investment Advisory Services LLC, JPMorgan Chase & Co., and MeadowBrook Investment Advisors LLC have also adjusted their positions in DAUG.
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors Invests $1.43 Million in McKesson Corporation $MCK
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors recently invested $1.43 million in McKesson Corporation (NYSE: MCK), acquiring 1,740 shares during the fourth quarter. McKesson has a "Moderate Buy" consensus rating from analysts with a price target of $960.93, and institutional ownership stands at approximately 85.07%. The company recently beat EPS estimates and reported an 11.4% increase in revenue, while also declaring a quarterly dividend of $0.82.
McKesson Wound Care Solutions: Essential B2B and Homecare Products Driving Healthcare Efficiency in
McKesson Corporation is highlighted for its leading role in wound care distribution, offering essential B2B and homecare products. The article emphasizes McKesson's strategic importance in the resilient healthcare sector, especially given the rising prevalence of chronic wounds and ongoing supply chain pressures. McKesson's solutions provide stability and efficiency for healthcare providers and patients in North America.
Cencora Expands Retina Network As CFO Retirement Opens New Chapter
Cencora (NYSE:COR) has announced a binding agreement to acquire the retina division of EyeSouth Partners, aiming to reinforce its presence in ophthalmology-focused healthcare. Concurrently, the company's CFO, James F. Cleary, plans to retire by June 2026, prompting an executive search for his successor. These strategic moves—the acquisition to expand specialty care and the leadership transition—are set to shape Cencora's future direction in healthcare services.
Cencora Expands Retina Network As CFO Retirement Opens New Chapter
Cencora (NYSE:COR) is expanding its specialist healthcare offerings by acquiring the retina division of EyeSouth Partners, integrating it into its Retina Consultants of America network. This strategic move aims to strengthen its position in higher-complexity eye care services. Concurrently, CFO James F. Cleary announced his retirement, effective June 30, 2026, marking a leadership transition that investors will watch closely regarding capital allocation and financial strategy.
MCK Stock Price $884.28 | McKesson Corporation Live Quote
This article provides an overview of McKesson Corporation (MCK) stock, detailing its current price of $884.28 and a 1-day change of 1.37%. It includes key financial metrics such as a market cap of $109.1 billion and a P/E ratio of 25.10, alongside AI-powered analysis that assigns a Meyka AI Score of 'A' and predicts a 1-year target price of $947.91. The article also covers historical stock performance and company contact information.
Do Earnings Revisions And Value-Based Care Momentum Change The Bull Case For McKesson (MCK)?
McKesson (MCK) has seen positive earnings estimate revisions and consistent EPS beats, driven by its pharmaceutical distribution and growing role in value-based care. While these factors support a strong near-term outlook, potential risks related to drug pricing policy remain significant. The company's future performance will depend on its ability to leverage its scale and services amidst regulatory pressures, with current forecasts projecting a substantial increase in revenue and earnings by 2029.
Do Earnings Revisions And Value-Based Care Momentum Change The Bull Case For McKesson (MCK)?
McKesson (MCK) is benefiting from positive earnings estimate revisions and consistent EPS beats, reinforcing confidence in its pharmaceutical distribution business. The company's growing involvement in value-based care through its technology and services also positions it well within evolving healthcare reimbursement models. While these factors support a strong investment narrative, potential risks from drug pricing regulation remain.
Gavin Newsom Hails Apple's '50 Years Of Innovation' As Tesla, Chevron, McKesson Leave California
Governor Gavin Newsom praised Apple Inc. on its 50th anniversary, highlighting its innovation and California roots. This commendation comes as several other prominent companies, including Tesla, Chevron, and McKesson, have relocated from California due to high operating costs and strict regulations, showcasing a tension between the state's innovative legacy and its challenging business climate. Apple's stock closed at $255.63, reflecting mixed performance indicators in Benzinga's Edge Stock Rankings.
$14.6 Million Revenue up 40% from 2024 for Telehealth Business Focusing on Large Integrated Health Networks in the USA: VSee Health, Inc. (Nasdaq: VSEE)
VSee Health, Inc. (Nasdaq: VSEE), a telehealth solutions provider, announced a 40% revenue increase in 2025 to $14.6 million, up from $10.4 million in 2024. The company focused on securing large multi-year contracts with Integrated Health Networks (IDNs) in the USA and introduced an autonomous telehealth AI robot and strategic partnerships to enhance its digital healthcare delivery. VSee also launched an AI-driven rural health transformation platform and reported significant balance sheet improvements, including increased cash and cash equivalents.
McKesson Corp. stock outperforms competitors on strong trading day
McKesson Corp. (MCK) saw its stock price rise by 1.37% to $884.28 on Thursday, marking its fourth consecutive day of gains. This performance outpaced the broader market, with the S&P 500 Index closing up 0.11% and the Dow Jones Industrial Average falling 0.13%.
Can CAH’s Unique Specialty Flywheel Approach Drive Sustainable Growth Over Time?
Cardinal Health (CAH) is implementing a comprehensive specialty strategy that integrates distribution, MSO platforms, and biopharma services to drive growth. This "specialty flywheel" positions CAH to capture a larger market share and sustain earnings growth, similar to strategies adopted by industry peers like McKesson and Cencora. CAH's stock has outperformed the industry year-to-date, and analysts project significant earnings growth for fiscal 2026.
Gavin Newsom Hails Apple's '50 Years Of Innovation' As Tesla, Chevron, McKesson Leave California
Governor Gavin Newsom praised Apple Inc. on its 50th anniversary, highlighting its innovation while acknowledging that other major corporations like Tesla, Chevron, and McKesson have left California. These companies cited high operating costs, strict regulations, and the pursuit of more business-friendly environments in other states as reasons for their relocation. The article points to a growing tension between California's legacy of innovation and its current business climate, with several tech figures also scaling back their presence in the state.
Can CAH's Specialty Flywheel Strategy Unlock Long-Term Growth?
Cardinal Health's "specialty flywheel" strategy, integrating distribution, MSO platforms, and biopharma services, is projected to drive long-term growth by creating an interconnected ecosystem. This approach enhances manufacturer partnerships, streamlines product launches, and expands patient access, positioning Cardinal Health to capture a larger share of the specialty value chain. Peers like McKesson and Cencora are adopting similar strategies, indicating a broader industry shift towards specialty drugs and services as a key growth driver.
McKesson Corporation $MCK Shares Sold by Scharf Investments LLC
Scharf Investments LLC reduced its stake in McKesson Corporation (NYSE:MCK) by 18.2% in the fourth quarter, selling 59,002 shares but still retaining it as its second-largest holding. McKesson exceeded Q4 earnings expectations with an EPS of $9.34 and revenues of $106.16 billion, representing an 11.4% year-over-year increase, and provided a strong FY2026 EPS guidance. Despite recent insider selling, institutional investors hold a significant portion of the company's stock, and analysts maintain a "Moderate Buy" rating with an average target price of $960.93.
Can CAH's Specialty Flywheel Strategy Unlock Long-Term Growth?
Cardinal Health (CAH) is implementing a "specialty flywheel" strategy that integrates distribution, MSO platforms, and biopharma services to drive long-term growth. This approach creates a unified ecosystem that enhances credibility with manufacturers and secures recurring revenue streams. Other major distributors like McKesson (MCK) and Cencora (COR) are also focusing on similar integrated specialty strategies to capitalize on high-margin opportunities and long-term earnings expansion.
Reasons to Retain DENTSPLY SIRONA Stock in Your Portfolio Now
DENTSPLY SIRONA (XRAY) is positioned for growth due to new digital-implant workflows and increased investment in research and development, despite facing headwinds from forex fluctuations and soft European demand. The company plans double-digit increases in R&D, expands its dealer network, and implements cost restructuring to reallocate funds toward debt reduction and share repurchases. However, near-term revenue decline, margin pressure from tariffs, and weakness in core segments like implants and orthodontics remain concerns for the company.
Nisa Investment Advisors LLC Purchases 4,332 Shares of McKesson Corporation $MCK
Nisa Investment Advisors LLC increased its stake in McKesson Corporation (NYSE:MCK) by 9.9% in the fourth quarter, acquiring an additional 4,332 shares, bringing its total holdings to 48,209 shares valued at $39.58 million. This comes as McKesson reported strong quarterly earnings, beating analyst estimates with $9.34 EPS and $106.16 billion in revenue, and issued optimistic FY2026 guidance. The company also announced a quarterly dividend of $0.82 per share.
Cancer drug developers get more Actinium-225 as Cardinal Health expands
Cardinal Health (NYSE:CAH) has significantly expanded its Actinium-225 (Ac-225) production capacity at its Center for Theranostics Advancement in Indianapolis, quadrupling weekly output since late 2024. This expansion aims to meet the growing demand for novel targeted alpha cancer therapies, having already supported over 15 clinical trials worldwide. The company plans further capacity increases in 2026 to facilitate both clinical development and future commercial manufacturing of these critical oncology treatments.
McKesson Corporation $MCK is Meyer Handelman Co.'s 7th Largest Position
Meyer Handelman Co. has increased its stake in McKesson Corporation (NYSE:MCK) by 3.5% during the fourth quarter, making it their 7th largest position. McKesson also reported strong earnings, beating analyst estimates, and announced a quarterly dividend. Insider transactions show some selling activity, while analysts maintain a "Moderate Buy" consensus rating with an average price target of $960.93.
J. Safra Sarasin Holding AG Acquires New Shares in McKesson Corporation $MCK
J. Safra Sarasin Holding AG recently acquired a new position in McKesson Corporation, purchasing 3,025 shares valued at approximately $2.48 million. Other institutional investors have also increased their holdings in McKesson, with hedge funds and institutional investors collectively owning 85.07% of the company's stock. The company recently posted strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $0.82 per share.
List of 30 Acquisitions by McKesson (Apr 2026)
This article details McKesson's acquisition history, totaling 30 acquisitions across 7 countries and 12 sectors, with "Healthcare IT" being the most active. The most recent acquisition was Prism Vision Group in February 2025 for $850M, a provider of administrative services to ophthalmology practices. The report also highlights years with peak acquisition activity, such as 2012, 2016, and 2022.
Brookstone Capital Management Increases Stake in McKesson Corporation $MCK
Brookstone Capital Management raised its stake in McKesson Corporation by 18.8% in Q4, now owning 13,821 shares valued at $11.34 million. McKesson exceeded Q4 earnings expectations with an EPS of $9.34 and revenues of $106.16 billion, also providing strong FY2026 EPS guidance. Despite some insider selling, institutional investors own 85.07% of the stock, and analysts maintain a "Moderate Buy" rating for the company.
Cardinal Health Inc Stock: Dividend Payout and Strategic Position in Healthcare Distribution Ahead of Q3 Earnings
Cardinal Health Inc (CAH) has a compelling investment case as it goes ex-dividend on April 1, 2026, offering a $0.5107 quarterly dividend. The company boasts robust growth in pharmaceutical distribution and consistent dividend increases for 39 consecutive years. With its strategic position in healthcare distribution and strong financial performance, including surpassing Q2 revenue and EPS expectations, Cardinal Health presents a balanced risk-reward profile for North American investors ahead of its Q3 earnings report on April 30.
Factors Supporting the Continued Inclusion of DENTSPLY SIRONA Shares in Your Investment Portfolio
Dentsply Sirona (XRAY) is positioned for growth due to its innovative digital implant solutions and increased R&D investments, despite facing challenges like unfavorable currency exchange rates and weak European demand. The company is expanding dealer partnerships and optimizing costs for long-term benefits, but short-term revenue pressures and margin compression are expected in 2026. While analysts project a revenue decrease and lower EPS for 2026, the article suggests it's a hold with potential for future improvement.
CVS Specialty delivers personalized care through 30+ Centers of Excellence
CVS Specialty leverages over 30 condition and therapy-specific Centers of Excellence (CoEs) to provide personalized care for patients with complex, rare, and ultrarare conditions. These CoEs feature specially trained CareTeams, deep clinical expertise, and systems to ensure medication access and support for unpredictable patient needs, as highlighted by the case of a young hemophilia patient. The model aims to simplify care by addressing the unique challenges and varying needs of patients within a broad spectrum of chronic conditions.
The U.S. finally bent the healthcare cost curve, one economist says
A new analysis by health economist David Cutler and Lev Klarnet suggests the U.S. has decelerated its healthcare spending, contrary to previous projections. This slowdown is primarily attributed to technological advancements making care cheaper and price reductions. The paper also highlights the potential for AI to further reduce costs, particularly in administrative tasks and by limiting care to those who truly need it.
Northstar Advisory Group Boosts McKesson Holdings
Northstar Advisory Group LLC has significantly increased its holdings in McKesson Corporation, boosting its stake by 133.4% during the fourth quarter of 2025. This move suggests Northstar's confidence in McKesson's future performance and its role as a major player in the healthcare distribution industry. The firm's total investment in McKesson now stands at $3.04 million, indicating a strong belief in the company's growth prospects.
James Hambro & Partners LLP Purchases New Shares in McKesson Corporation $MCK
James Hambro & Partners LLP recently acquired a new stake in McKesson Corporation, purchasing 120,915 shares valued at approximately $99.18 million, making it 3.5% of the firm's holdings. McKesson reported strong quarterly earnings, beating estimates with EPS of $9.34 and revenue of $106.16 billion, and announced a quarterly dividend of $0.82. Wall Street analysts have largely given the stock a "Moderate Buy" rating with an average price target of $960.93.
Mn Services Vermogensbeheer B.V. Buys 1,321 Shares of McKesson Corporation $MCK
Mn Services Vermogensbeheer B.V. increased its stake in McKesson Corporation by 2.8% in the fourth quarter, purchasing an additional 1,321 shares. Other institutional investors like Brighton Jones LLC, Caxton Associates LLP, and Sivia Capital Partners LLC also adjusted their holdings. The report also details recent analyst ratings, insider transactions, financial performance, and McKesson's latest dividend announcement.
Northstar Advisory Group LLC Purchases 2,117 Shares of McKesson Corporation $MCK
Northstar Advisory Group LLC significantly increased its stake in McKesson Corporation, buying 2,117 shares in Q4, bringing its total to 3,704 shares valued at $3.04 million. McKesson reported strong quarterly earnings, beating analyst expectations with an EPS of $9.34 and revenues of $106.16 billion, and provided optimistic FY2026 guidance. The company also announced a quarterly dividend of $0.82 and holds a "Moderate Buy" consensus analyst rating.
Mn Services Vermogensbeheer Boosts McKesson Stake
Mn Services Vermogensbeheer B.V., a Dutch institutional investor, increased its stake in McKesson Corporation by 2.8% during the fourth quarter of 2025. The firm now owns 48,721 shares of the pharmaceutical distribution company's stock, valued at nearly $40 million. This increased investment reflects Mn Services Vermogensbeheer's confidence in McKesson's role in the evolving healthcare supply chain and its growth potential.
Allspring Global Investments Holdings LLC Purchases 46,799 Shares of McKesson Corporation $MCK
Allspring Global Investments Holdings LLC increased its stake in McKesson Corporation by 30.7% in Q4, purchasing 46,799 additional shares, bringing their total to 199,356 shares valued at approximately $164.16 million. McKesson (NYSE:MCK) exceeded quarterly earnings expectations with an EPS of $9.34 and revenue of $106.16 billion, and has a consensus "Moderate Buy" analyst rating with an average target price of $960.93. The company also announced a quarterly dividend of $0.82 per share.
Allspring Global Investments Boosts McKesson Stake by 30%
Allspring Global Investments increased its stake in McKesson Corporation by 30.7% in the fourth quarter of 2025, bringing its total holdings to 199,356 shares valued at $164 million. This move indicates the asset manager's confidence in McKesson's business outlook and growth potential within the healthcare industry. Other major institutional investors hold significant shares in McKesson, highlighting the company's importance in the pharmaceutical distribution sector.
Teladoc Health Appoints Susan Salka, Experienced Healthcare Executive, to Its Board of Directors
Teladoc Health has announced the appointment of Susan Salka, former president and CEO of AMN Healthcare Services, to its board of directors. Ms. Salka brings over 33 years of experience in healthcare leadership and will serve on the board's audit and compensation committees. Her appointment follows the retirements of Eric Evans and Thomas McKinley, and she is expected to provide valuable insights for the company's future growth and strategic development in virtual care.
