Algebris UK Ltd. Invests $969,000 in Cencora, Inc. $COR
Algebris UK Ltd. has acquired a new position in Cencora, Inc. (NYSE:COR) by purchasing 3,435 shares valued at $969,000 during the second quarter. Other institutional investors also adjusted their holdings in Cencora, which has received an average "Moderate Buy" rating from analysts with a consensus target price of $370.85. Cencora recently declared a quarterly dividend of $0.60 per share and authorized a $2.00 billion share repurchase plan.
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.
McKesson stock holds firm after $105.38 billion quarter
McKesson Corporation reported a strong quarter ending June 30, 2026, with revenues reaching $105.38 billion and EPS of $9.93, leading to the stock holding firm. Analysts maintain active price targets, with a consensus of $973.44 and a majority of "Buy" ratings, despite the stock trading below its 52-week high. The company's significant market capitalization reflects its consistent quarterly sales, emphasizing the importance of earnings keeping pace with its substantial revenue base.
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.
Meeder Advisory Services Inc. Purchases New Stake in Cencora, Inc. $COR
Meeder Advisory Services Inc. has acquired a new stake of 5,453 shares in Cencora, Inc. (NYSE:COR), valued at approximately $1.54 million. This investment is part of a broader trend of institutional buying, with several other firms also increasing their positions in Cencora. Analysts have issued "Buy" or "Overweight" ratings for Cencora, forecasting further growth and setting an average price target of $370.85.
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.
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.
McKesson Corp. stock underperforms Wednesday when compared to competitors
McKesson Corp. (MCK) stock fell by 1.79% to $853.71 on Wednesday, despite a positive trading session for the broader market, with both the S&P 500 and Dow Jones Industrial Average rising. The stock closed 14.54% below its 52-week high. This performance indicates that McKesson Corp. underperformed its competitors on this specific trading day.
Is HSIC Worth Buying as Growth Improves but Execution Risks Persist?
Henry Schein, Inc. (HSIC) is showing improved growth across its core businesses and a better earnings outlook, with management raising its 2026 sales and earnings guidance. The company's Henry Schein One segment provides a recurring revenue stream, and a value creation plan aims to significantly boost operating income. Despite these positives, the investment case carries execution risks due to leverage, customer concentration, and competitive pressures, with its valuation trading at a discount to broader markets but above its five-year median.
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.
MCKESSON CORP : RBC INITIATES COVERAGE WITH SECTOR PERFORM RATING; TARGET PRICE $845
RBC Capital Markets has initiated coverage on McKesson Corp (MCK.N) with a "Sector Perform" rating. The firm has set a target price of $845 for the stock. This new coverage provides an analyst's perspective on the pharmaceutical distribution and healthcare IT company.
Winners And Losers Of Q2: McKesson (NYSE:MCK) Vs The Rest Of The Healthcare Providers & Services Stocks
This article analyzes the Q2 performance of healthcare providers and services stocks, highlighting top performers like McKesson and CVS Health, and the weakest, AdaptHealth. It discusses the sector's general trends, including consistent demand versus high operational costs and regulatory pressures, while also touching upon broader market risks like AI and geopolitics.
Winners And Losers Of Q2: McKesson (NYSE:MCK) Vs The Rest Of The Healthcare Providers & Services Stocks
This article analyzes the Q2 performance of several healthcare providers & services stocks, highlighting top performers like McKesson (MCK) and Quest Diagnostics (DGX), and underperformers like AdaptHealth (AHCO). It discusses sector trends including consistent demand and challenges from high operational costs and regulatory uncertainty. While the sector generally beat revenue estimates, share prices collectively declined, with significant individual variations.
McKesson stock advances as fresh earnings and higher targets support the 2027 outlook
McKesson (MCK) stock is advancing, trading above $880, supported by strong Q1 fiscal 2027 results and an increased earnings outlook. The company reported non-GAAP EPS of $9.93, beating estimates, and set full-year fiscal 2027 guidance between $44.20 and $45.00. Analysts have raised price targets, with a consensus "Moderate Buy" rating and an average target of $977.00, indicating significant upside potential.
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.
McKesson Corp. stock outperforms competitors on strong trading day
McKesson Corp. (MCK) shares rose 1.09% to $869.26 on a generally negative trading day, outperforming the S&P 500 and Dow Jones Industrial Average. The S&P 500 fell 0.69% and the Dow fell 0.22%. McKesson's stock closed 12.99% below its 52-week high.
Barclays Raises Price Target on McKesson to $1,000 From $925, Maintains Overweight Rating
Barclays has increased its price target for McKesson Corporation (MCK) to $1,000 from $925, while reiterating an Overweight rating on the stock. This adjustment reflects continued analyst confidence in the pharmaceutical distribution giant. The article also notes recent insider share
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.
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.
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.
McKesson Corp. stock underperforms Monday when compared to competitors
McKesson Corp. (MCK) stock fell by 1.04% on Monday, closing at $859.92, despite a generally grim trading session for the broader market. The S&P 500 Index and Dow Jones Industrial Average also experienced declines. McKesson Corp. shares are currently 13.92% below their 52-week high of $999.00.
Spotting Winners: AMN Healthcare Services (NYSE:AMN) And Healthcare Providers & Services Stocks In Q2
This article reviews the Q2 earnings for the healthcare providers & services sector, highlighting AMN Healthcare Services (NYSE:AMN) as a top performer with strong revenue and EPS beats. It also discusses CVS Health, AdaptHealth (NASDAQ:AHCO) as the weakest, McKesson, and Encompass Health, analyzing their financial results and stock performance. The sector overall showed strong Q2 results, but faces challenges from operational costs and regulatory uncertainty.
Focus Partners Advisor Solutions LLC Invests $1.05 Million in Cardinal Health, Inc. $CAH
Focus Partners Advisor Solutions LLC has made a new investment of $1.05 million in Cardinal Health, Inc. (NYSE:CAH), acquiring 4,438 shares during the second quarter. This move comes as other institutional investors have also adjusted their holdings in the healthcare company. Cardinal Health recently reported strong earnings, beating analyst estimates, and has received several "Buy" and "Outperform" ratings from Wall Street analysts with an average price target of $265.93.
Alberta Investment Management Corp Acquires Shares of 44,600 Cardinal Health, Inc. $CAH
Alberta Investment Management Corp recently acquired a new stake of 44,600 shares in Cardinal Health, Inc. (NYSE:CAH), valued at approximately $10.6 million, according to its latest SEC filing. Other institutional investors have also adjusted their positions in the company. Analysts have issued various ratings and price targets, with the stock currently holding a "Moderate Buy" consensus and an average price target of $265.93.
Orca Investment Management LLC Makes New $6.66 Million Investment in Cardinal Health, Inc. $CAH
Orca Investment Management LLC has made a new $6.66 million investment in Cardinal Health (NYSE:CAH), purchasing 28,053 shares, which now represents 4.8% of its portfolio. The stock currently holds a consensus "Moderate Buy" rating with an average price target of $265.93, driven by favorable analyst sentiment. Cardinal Health recently exceeded EPS expectations and declared a quarterly dividend of $0.5158 per share.
One Wealth Advisors LLC Makes New $1.49 Million Investment in McKesson Corporation $MCK
One Wealth Advisors LLC has made a new investment of $1.49 million in McKesson Corporation, acquiring 1,977 shares. Institutional investors collectively own a significant 85.07% of the company. McKesson recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.
TFR Capital LLC. Invests $2.49 Million in McKesson Corporation $MCK
TFR Capital LLC. has invested $2.49 million in McKesson Corporation (NYSE:MCK) by purchasing 3,290 shares in the second quarter. This move comes as McKesson exceeded quarterly earnings expectations with $9.93 EPS and $105.38 billion in revenue, leading to a raised quarterly dividend and a positive "Moderate Buy" analyst consensus. The company also provided fiscal 2027 EPS guidance of $44.20–$45.00.
Oppenheimer Asset Management Inc. Makes New $2.77 Million Investment in McKesson Corporation $MCK
Oppenheimer Asset Management Inc. recently acquired 3,663 shares of McKesson Corporation (NYSE:MCK) valued at approximately $2.77 million during the second quarter. McKesson reported strong financial results, beating earnings and revenue expectations, and raised its fiscal 2027 EPS guidance. The company also increased its quarterly dividend from $0.82 to $0.94 per share, and analysts currently hold a "Moderate Buy" consensus rating with an average price target of $977.
Bridgewater Advisors Inc. Makes New Investment in Cardinal Health, Inc. $CAH
Bridgewater Advisors Inc. has acquired a new stake in Cardinal Health, Inc. (NYSE:CAH), purchasing 9,516 shares valued at approximately $2.152 million during the second quarter. Other institutional investors also made new investments in Cardinal Health, which reported strong Q2 earnings with an EPS of $2.91, exceeding consensus estimates. Analysts have largely maintained "Buy" ratings and increased price targets for CAH, reflecting positive sentiment.
McKesson director Bradley Lerman sells $268,589 in shares
McKesson director Bradley E. Lerman sold 301 shares of the company's common stock for $268,589 on August 10, 2026, after which he holds no direct shares. This transaction follows a strong 29.6% return for McKesson stock over the past year and recent positive financial results, including exceeding Q1 fiscal 2027 expectations and a raised full-year earnings outlook. Analysts like Wells Fargo have increased price targets for McKesson, reflecting confidence in its continued growth.
McKesson director Bradley Lerman sells $268,589 in shares By Investing.com
McKesson director Bradley Lerman sold 301 shares of company stock for $268,589, holding no shares directly afterward. This transaction follows a strong year for McKesson stock, which returned 29.6% and is considered undervalued by InvestingPro analysis despite exceeding fiscal 2027 earnings expectations and receiving a raised price target from Wells Fargo.
McKesson director Bradley Lerman sells $268,589 in shares By Investing.com
McKesson director Bradley Lerman sold 301 shares of the company's common stock for $268,589, leaving him with no direct holdings. This transaction follows a strong year for McKesson stock, which has returned 29.6% and is considered undervalued by InvestingPro analysis. The company recently exceeded Q1 fiscal 2027 earnings expectations and raised its full-year outlook, prompting Wells Fargo to increase its price target.
Stack Financial Management Inc Invests $24.68 Million in Cardinal Health, Inc. $CAH
Stack Financial Management Inc. has invested $24.68 million in Cardinal Health, Inc. (NYSE:CAH), acquiring 103,893 shares, which now constitutes 1.9% of its portfolio. This investment comes as other hedge funds also adjusted their stakes in Cardinal Health, a company that recently reported strong quarterly earnings, beating estimates with $2.91 EPS and 5.8% year-over-year revenue growth. Analysts maintain a "Moderate Buy" consensus for CAH, with an average price target of $265.93.
Summit Global Investments Invests $1.16 Million in McKesson Corporation $MCK
Summit Global Investments recently acquired 1,533 shares of McKesson Corporation, valued at approximately $1.16 million, during the second quarter. This comes as McKesson exceeded quarterly earnings and revenue expectations, reporting $9.93 EPS and $105.38 billion in revenue. The company also increased its quarterly dividend from $0.82 to $0.94 per share, and analysts maintain a "Moderate Buy" rating with a target price of $977.
BIP Wealth LLC Invests $1.75 Million in McKesson Corporation $MCK
BIP Wealth LLC has acquired a new stake in McKesson Corporation (NYSE:MCK) worth approximately $1.75 million, purchasing 2,314 shares. Other institutional investors also modified their holdings, with 85.07% of the stock now owned by hedge funds and institutions. McKesson recently increased its quarterly dividend to $0.94 per share and reported strong Q2 earnings, beating analyst estimates.
McKesson Corp. stock outperforms competitors on strong trading day
McKesson Corp. (MCK) shares rose 1.44% to $869.00 on Friday, despite a generally negative trading day for the broader market, with the S&P 500 and Dow Jones Industrial Average both falling. This increase broke a two-day losing streak for the stock, demonstrating its strong performance relative to competitors.
NextPlat Corp (NXPL) boosts margins, cuts losses despite 20% revenue drop
NextPlat Corp reported a significant improvement in profitability and a narrower net loss for the three and six months ended June 30, 2026, despite a revenue decrease. The company's gross margin sharply increased due to a favorable mix shift and new higher-margin contracts in its Healthcare Operations segment. Management has also concluded that its financial resources and strategic plans alleviate prior substantial doubt about its ability to continue as a going concern.
McKesson Corp. stock underperforms Thursday when compared to competitors
McKesson Corp. (MCK) stock fell by 2.51% to $856.69 on Thursday, despite a positive trading session for the broader market. The S&P 500 Index rose by 0.65% and the Dow Jones Industrial Average gained 0.13%. This marks the second consecutive day of losses for McKesson.
Insight Wealth Strategies LLC Trims Holdings in McKesson Corporation $MCK
Insight Wealth Strategies LLC significantly reduced its stake in McKesson Corporation by 93.5% in the second quarter. This move comes as McKesson reported strong quarterly earnings, beating expectations with EPS of $9.93 and revenue of $105.38 billion, and raised its quarterly dividend to $0.94 per share. Despite the fund's selling, analysts largely maintain a "Moderate Buy" rating for MCK.
Surging Sales, Falling EPS, and Big Buybacks Could Be A Game Changer For McKesson (MCK)
McKesson (MCK) reported a first-quarter sales increase to US$105.38 billion, while net income and diluted EPS decreased. The company significantly reduced its share count by repurchasing 3.6 million shares for US$2.896 billion, completing a long-running US$29 billion buyback authorization. This combination of higher sales, lower earnings, and substantial buybacks is reshaping McKesson's capital allocation and reinforces management's strategy of returning cash to shareholders amidst policy risks and competitive pressures.
McKesson Corp. stock underperforms Wednesday when compared to competitors
McKesson Corp. (MCK) shares fell by 2.55% on Wednesday, closing at $878.73. This underperformance occurred on a mixed trading day where the S&P 500 Index rose by 0.26% and the Dow Jones Industrial Average declined by 0.04%. The stock's drop ended a two-day winning streak.
Cardinal Health Earnings: Can Perfection Get Priced In Twice?
Cardinal Health (CAH) saw its stock hit a new all-time high despite mixed Q4 fiscal year results, including a revenue miss and a decline in its Global Medical Products and Distribution unit. The company's growth is being driven by its high-margin cell-and-gene-therapy logistics business, which now exclusively serves nearly half of that market, projected to reach $106 billion by 2033. Analysts have raised price targets, and Cardinal Health maintains a 29-year streak of dividend increases, indicating continued investor confidence despite valuation concerns.
OMCL Falls 20.1% in a Month as Booking and Margin Risks Build
Omnicell (OMCL) shares have
KAT Dividend: 0.30% Yield, $0.26/Share — History & Dates
Scharf ETF (KAT) currently offers a dividend yield of 0.3% with an annual payout of $0.26 per share. The ETF has been consistently paying dividends since 2025, demonstrating a 5-year dividend growth rate of 11.82%. Investors can find detailed historical dividend data, including ex-dividend dates and payout ratio trends, on its GuruFocus summary page.
Wedge Capital Management L L P NC Has $29.42 Million Position in McKesson Corporation $MCK
Wedge Capital Management L L P NC significantly increased its stake in McKesson Corporation (NYSE:MCK) by 22.5% in the second quarter, bringing its total holdings to 38,937 shares valued at $29.42 million. This move is part of a broader trend of institutional investment, with McKesson reporting strong financial results including an EPS of $9.93 and a 7.7% year-over-year revenue increase to $105.38 billion, alongside a dividend increase. Despite some insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $977.00 for MCK.
McKesson (MCK) Earnings And Buybacks Keep Fair Value In Focus
McKesson (MCK) recently reported Q1 results showing higher sales but lower net income and EPS year-over-year, alongside an update on its share repurchase program. The stock has seen significant returns over the past year, prompting investors to consider its fair value, which Simply Wall St estimates at $980.80, suggesting it is undervalued compared to its current price of around $901. The narrative attributes this to increased adoption of specialty pharmaceuticals and recent acquisitions, though potential policy pressures on drug pricing remain a risk.
McKesson Corp (MCK) Director Bradley Lerman Sells 301 Shares, Reducing Stake to Zero
McKesson Corp (MCK) Director Bradley Lerman sold 301 shares, completely exiting his position as the stock trades near 52-week highs. This transaction is part of a broader trend of insider selling at McKesson, with 18 sells and no buys over the past year. The company is currently designated as "Fairly Valued" by GuruFocus's intrinsic value estimate, suggesting investors should exercise caution given the consistent insider selling.
McKesson (NYSE:MCK) Director Sells $268,591.33 in Stock
McKesson Director Bradley Lerman sold 301 shares of company stock for $268,591.33. The healthcare company recently reported strong quarterly earnings, beating analyst estimates with $9.93 EPS and revenue of $105.38 billion, up 7.7% year over year. McKesson also increased its quarterly dividend to $0.94 per share, and analysts currently maintain a "Moderate Buy" rating with an average price target of $977.00.
