McKesson stock gains 2.06 percent as CVS pact extends to 2032
McKesson stock rose 2.06% on October 5, 2026, driven by the planned extension of its pharmaceutical distribution agreement with CVS Health through June 2032. The company reaffirmed its fiscal 2027 adjusted EPS guidance and long-term growth target. Despite the stock trading below its yearly high, analysts maintain a "Moderate Buy" consensus, with an average target price 5.71% above the current trading price.
McKesson, CD&R near $5 billion-plus deal to buy Option Care, FT reports
US drug distributor McKesson and private equity firm Clayton Dubilier & Rice are reportedly close to acquiring infusion services provider Option Care Health for over $5 billion, including debt. This potential deal, which could be announced as early as Tuesday, would expand McKesson's healthcare services footprint, following its previous acquisition of Precision Medicine Group. Option Care's shares surged 21% on the news.
McKesson, CD&R in talks for $5B deal for Option Care Health: FT
McKesson and private equity firm Clayton, Dubilier & Rice (CD&R) are reportedly nearing a $5 billion deal, including debt, to acquire medical infusion services provider Option Care Health. The proposed terms indicate CD&R would hold a 51% stake, with McKesson owning the remainder and retaining the right to eventually purchase CD&R's share. Following the news, Option Care Health's stock rose approximately 22% in after-hours trading.
McKesson sets earnings range as Barclays targets McKesson stock at USD 1,000.00
McKesson announced its fiscal 2027 earnings range, setting adjusted earnings per share guidance at USD 44.20-45.00, which aligns closely with the consensus estimate. Barclays has raised its target for McKesson stock to USD 1,000.00, following strong first-quarter revenue growth of 7.70% to USD 105.38 billion and a dividend increase. The company's stock, trading at EUR 804.90, remains below its yearly high, with investors now focusing on operating results due November 4, 2026.
McKesson extends CVS Health pact through 2032: CVS Health stock yields 3.10 percent
McKesson has extended its pharmaceutical distribution partnership with CVS Health through June 2032, covering various pharmacy channels. The agreement, though commercial terms were not disclosed, signifies a long-term distribution relationship for CVS Health. The company reported strong second-quarter revenue of $106.10 billion and raised its full-year 2026 adjusted earnings guidance, while its stock currently yields 3.10 percent.
McKesson stock extends CVS pact through 2032 with guidance intact
McKesson has extended its agreement to supply CVS Health pharmacies and distribution centers through June 2032, reaffirming its fiscal 2027 adjusted EPS guidance of USD 44.20-45.00 and a long-term EPS growth target of 13%-16%. The company's recent quarterly revenue reached USD 105.38 billion, exceeding analyst expectations. McKesson stock closed at USD 902.28 on October 2, 2026, and its next earnings update is scheduled for November 4, 2026.
McKesson stock trades at USD 902.28 after CVS deal
McKesson stock is trading at USD 902.28 following a new distribution agreement with CVS that extends through June 2032. The company reaffirmed its fiscal 2027 adjusted EPS guidance of USD 44.20-45.00, despite the agreement being in principle. McKesson reported strong fiscal 2027 first-quarter revenue of USD 105.38 billion, beating estimates, and is preparing for its Q2 earnings call on November 4, 2026.
Cardinal Health, McKesson Extend CVS Distribution Deals to 2032
Cardinal Health and McKesson have extended their pharmaceutical distribution agreements with CVS Health through June 2032, securing their largest customer for an additional six years. Cardinal Health's deal is a binding letter of intent, while McKesson's is an agreement in principle, with definitive contracts still pending. These extensions are significant as CVS Health represents a substantial portion of both distributors' revenues, accounting for 28% of Cardinal Health's FY2026 revenue and approximately 24% of McKesson's consolidated revenues for the same period.
McKesson Accelerate 2026 Centers What Practices Need Most
McKesson Accelerate 2026 conference addressed key challenges faced by community oncology practices: operational efficiency, clinical workflow optimization, financial pressures, and managing growth. The agenda was shaped by feedback from leaders nationwide, offering practical, peer-informed strategies across various tracks. Sessions focused on streamlining operations, improving patient care coordination, navigating financial complexities, and scaling practices successfully.
AbbVie vs. Bristol Myers Squibb: A Clash Between Growth Premium and Value Trap
This article compares AbbVie (ABBV) and Bristol Myers Squibb (BMY), highlighting the dilemma investors face between AbbVie's growth premium and Bristol Myers' perceived value trap. AbbVie shows strong revenue growth driven by immunology but has a high valuation, while Bristol Myers Squibb, despite a lower valuation, faces legal challenges and patent expiry risks. The article examines their financial profiles, risks, and outlooks for 2026, suggesting AbbVie is a better long-term investment even at a premium.
Why McKesson Stock Soared More Than 5% Higher Today
McKesson stock gained over 5% after announcing an extension of its long-standing partnership with CVS Health until June 2032. The agreement ensures McKesson will continue distributing medicines to CVS's various pharmacy operations. McKesson also reaffirmed its fiscal year 2027 and long-term earnings guidance, highlighting its strong position in the healthcare distribution market.
AbbVie vs. Bristol Myers Squibb: Which Healthcare Stock Is a Better Buy in 2026?
This article compares AbbVie (ABBV) and Bristol Myers Squibb (BMY) as investment options for 2026, highlighting their financial profiles, growth drivers, and risk factors. AbbVie is seen as a higher-growth stock with new immunology drugs, while Bristol Myers Squibb offers a significant valuation discount but faces litigation and patent expiration challenges. The author recommends AbbVie for long-term investors despite its higher price, anticipating strong growth in net income.
Johnson & Johnson vs. Eli Lilly: Which Pharma Stock Can Make Your Portfolio Healthier in 2026?
This article compares Johnson & Johnson (JNJ) and Eli Lilly (LLY) as investment options for 2026, highlighting their different approaches to the pharmaceutical market. JNJ offers diversified stability through drugs and medical devices, while LLY provides rapid growth driven by blockbuster treatments for diabetes and obesity. The analysis delves into each company's financial performance, risk profiles, and valuation metrics, concluding that Eli Lilly's high growth potential, despite its premium valuation, makes it a more compelling choice for long-term investors.
One profession with endless impact: Celebrating pharmacists
This article celebrates the impactful role of pharmacists, highlighting that their work extends far beyond dispensing medication. Pharmacists are crucial in preventing hospitalizations, educating patients, and advocating for patient safety, leveraging science, problem-solving, and compassion to make a meaningful difference in individuals' health journeys. The piece emphasizes their accessibility and evolving role within healthcare, particularly across CVS Health.
Cardinal Health, McKesson Extend Distribution Pacts With CVS Through 2032
Cardinal Health and McKesson have both extended their pharmaceutical distribution agreements with CVS Health through mid-2032. Both companies reaffirmed their fiscal 2027 adjusted EPS guidance and long-term growth targets, with McKesson's shares rising 4.4% on the news. These agreements secure significant revenue streams for the distributors and provide stability in the drug distribution landscape.
Is Cardinal Health (CAH) Cheap As Its CVS Deal Extension Locks In Revenue Visibility?
Cardinal Health recently extended its distribution agreement with CVS Health through June 2032, securing long-term revenue visibility. Despite this, its share price has seen a recent pullback, leading some analysts to consider it 18% undervalued with a fair value estimate near $270.94. The company's valuation is seen as mixed, with a P/E ratio higher than the industry average but potentially justified by a shift towards higher-margin services.
Why McKesson (MCK) Stock Is Trading Up Today
Shares of McKesson (MCK) rose 4.4% after the company reached an agreement to extend its pharmaceutical distribution partnership with CVS Health through June 2032. McKesson also reaffirmed its fiscal year 2027 adjusted earnings per share forecast and its long-term adjusted earnings per share growth rate target. The stock has shown moderate volatility, and this positive news is seen as significant by the market, despite a previous dip due to a CEO stock sale.
McKesson Extends CVS Pharmaceutical Distribution Agreement Through 2032
McKesson Corp. has extended its pharmaceutical distribution agreement with CVS Health through June 2032, securing a partnership that has spanned over 25 years. This extension provides McKesson with greater visibility into a significant customer relationship as it reshapes its portfolio around pharmaceutical distribution and specialty care. Cardinal Health also announced a similar extension with CVS Health, highlighting CVS's strategy to ensure continuity in its pharmaceutical supply chain with major distributors.
Mckesson Corp Stock (MCK) Moved Up by 4.52% on Oct 1: What Investors Need To Know
McKesson Corp (MCK) saw its stock rise by 4.52% on October 1st, driven by the extension of its pharmaceutical distribution contract with CVS Health through June 2032. The company also reaffirmed its fiscal 2027 adjusted earnings outlook and long-term growth targets, with annual revenue of $403.43 billion and a net profit of $4.76 billion. Despite regulatory scrutiny and thin distribution margins, this long-term agreement enhances investor confidence and provides revenue predictability for the healthcare logistics firm.
Why Is Cardinal Health and McKesson Stock Trading Higher Today - CVS Health (NYSE:CVS), McKesson (NYSE:MC
Cardinal Health (NYSE: CAH) and McKesson Corporation (NYSE: MCK) both saw their stock trading higher after extending their pharmaceutical distribution agreements with CVS Health (NYSE: CVS) through June 2032. Cardinal Health reaffirmed its fiscal year 2027 adjusted earnings growth guidance and long-term EPS growth rate, while McKesson reiterated its fiscal 2027 adjusted earnings outlook and long-term EPS growth rate. This comes as Aetna, a CVS Health subsidiary, expands its prior authorization bundles for cancer treatments.
McKesson extends CVS deal; shares rise
McKesson Corporation's shares rose 4.4% following the announcement of an extended pharmaceutical distribution agreement with CVS Health through June 2032. This partnership, which has lasted over 25 years, continues to focus on distributing pharmaceuticals to CVS Health's various pharmacy operations. McKesson also reaffirmed its fiscal year 2027 adjusted EPS guidance and long-term growth rate target.
McKesson Corporation Extends Pharmaceutical Distribution Agreement with CVS Health
McKesson Corporation announced an agreement in principle to extend its pharmaceutical distribution partnership with CVS Health until June 2032. This extension covers distribution to mail order, specialty, and retail pharmacies, as well as distribution centers. McKesson is reaffirming its fiscal year 2027 adjusted EPS guidance and long-term adjusted EPS growth rate.
McKesson extends CVS Health distribution deal through 2032
McKesson Corporation announced an agreement in principle to extend its pharmaceutical distribution partnership with CVS Health through June 2032. This extension covers distribution to CVS Health’s mail order, specialty, and retail pharmacies, as well as its distribution centers, building on a relationship that has lasted over 25 years. McKesson reaffirmed its fiscal year 2027 adjusted earnings per share guidance and long-term growth targets.
McKesson Corporation Extends Pharmaceutical Distribution Agreement with CVS Health
McKesson Corporation has announced an agreement in principle to extend its pharmaceutical distribution partnership with CVS Health through June 2032. This extension covers distribution to mail order, specialty, and retail pharmacies, as well as distribution centers. McKesson is reaffirming its fiscal year 2027 adjusted EPS guidance of $44.20 to $45.00 and its long-term adjusted EPS growth rate of 13% to 16%.
How Investors May Respond To McKesson (MCK) Raised 2027 EPS Guidance
McKesson (MCK) recently increased its fiscal 2027 adjusted EPS guidance, driven by strong performance in its Oncology & Multispecialty and Prescription Technology Solutions segments. This update suggests that the company's focus on specialty distribution, oncology services, and technology-enabled platforms is effectively offsetting margin pressures in its traditional drug distribution business. Analysts are now factoring in higher earnings power from these areas, projecting revenue growth of 6.9% annually and an increase in profit margins, along with significant share buybacks contributing to a higher EPS by 2029.
Bristol Myers Squibb vs. Eli Lilly and: Which Healthcare Stock Is a Better Buy in 2026?
This article compares Bristol Myers Squibb and Eli Lilly and Co. as healthcare stock investments for 2026, highlighting their differing investment profiles. Bristol Myers Squibb is presented as a deep-value dividend payer with an established but maturing portfolio, facing patent expirations and regulatory pressures. Eli Lilly is depicted as a high-growth pharmaceutical company driven by breakthroughs in metabolic treatments like GLP-1 drugs, with strong revenue growth and a more conservative debt profile. The author ultimately recommends Eli Lilly due to its significant growth potential and innovative pipeline.
Bristol Myers Squibb vs. Eli Lilly and: Which Healthcare Stock Is a Better Buy in 2026?
This article compares Bristol Myers Squibb (BMY) and Eli Lilly (LLY), two major healthcare stocks, to determine which is a better investment in 2026. BMY is presented as a deep-value dividend payer with a maturing drug portfolio and strong free cash flow, while LLY is characterized as a high-growth pharmaceutical juggernaut driven by its metabolic and weight-loss treatments. The analysis concludes that despite BMY's lower valuation, LLY's explosive growth potential from its GLP-1 drugs makes it the more attractive buy.
Here's Why You Should Retain McKesson Stock in Your Portfolio for Now
McKesson's stock is recommended for retention due to robust growth in specialty distribution, oncology services, and biopharma solutions, along with improving earnings and strong GLP-1 therapy distribution. Despite potential headwinds from branded drug price declines, generic conversions, and regulatory uncertainties, the company's strong first-quarter fiscal 2027 performance and raised EPS guidance underscore its positive momentum. McKesson's diversified growth drivers and operational efficiency position it well for sustained earnings, making it a viable hold for investors.
McKesson stock falls 1.19 percent as targets split
McKesson stock dropped 1.19% on September 28, 2026, closing at USD 856.29. The company reported a 20% year-over-year increase in adjusted EPS for Q1 fiscal 2027, with guidance for the full fiscal year at USD 44.20-45.00, exceeding previous ranges. However, analyst targets for the stock show a significant split, with an average of USD 973.44 but a downside target of USD 845.00 from RBC, indicating ongoing debate about its valuation ahead of Q2 results on November 4.
AbbVie vs. Pfizer: Which Healthcare Stock Makes Your Portfolio Healthier in 2026?
This article compares AbbVie and Pfizer, two pharmaceutical giants, for investors looking at 2026. AbbVie is transitioning its focus to newer immunology drugs, while Pfizer is pursuing aggressive acquisitions in oncology and metabolic assets to counter post-pandemic revenue declines and upcoming patent expirations. While both offer significant dividends, Pfizer appears to be the more undervalued stock based on current valuation metrics, despite AbbVie's promising pipeline.
AbbVie vs. Pfizer: Which Healthcare Stock Makes Your Portfolio Healthier in 2026?
This article compares AbbVie and Pfizer, two pharmaceutical giants, for investors in 2026, analyzing their financial performance, product pipelines, and risk profiles. While AbbVie is transitioning from its Humira era with new immunology leaders, Pfizer is focusing on oncology and metabolic assets through acquisitions, navigating post-pandemic changes and patent expirations. The author ultimately suggests Pfizer is currently undervalued despite AbbVie's promising pipeline, due to Pfizer's lower valuation metrics and recent growth in its oncology business.
McKesson (MCK) Lifted Its Guidance, Is The Stock Still 11% Undervalued?
McKesson (MCK) recently raised its full-year adjusted EPS guidance, leading to investor reassessment despite a recent share price dip. While the stock has seen strong long-term gains, short-term momentum has cooled, prompting questions about its current valuation. Analysts, based on a "most followed view," suggest McKesson is still 11% undervalued, with a fair value of $980.73, driven by its focus on oncology and access platforms.
Is Henry Schein Stock Outperforming the Dow?
Henry Schein, Inc. (HSIC) is outperforming the Dow Jones Industrials Average ($DOWI) year-to-date and over the past 52 weeks, driven by strong internal sales, dental merchandise gains, and strategic acquisitions. The company's Q2 results exceeded Wall Street expectations for both EPS and revenue, contributing to a "Moderate Buy" rating from analysts. HSIC continues to focus on digital transformation and long-term growth through its BOLD+1 plan and investments in technology.
McKesson stock heads into the open after a 0.1 percent gain
McKesson stock closed with a 0.1 percent gain on September 24, 2026, outperforming the S&P 500, which slipped by 1.90 points. The healthcare sector generally performed well during the session. Upcoming economic calendar items for September 25, 2026, including core durable goods orders, are expected to influence US equities.
McKesson stock reports 8 percent revenue growth in Q1
McKesson stock reported adjusted EPS of USD 9.93 in Q1 fiscal 2027, exceeding consensus estimates by 5.2 percent, and revenue of USD 105.38 billion, an 8 percent year-over-year increase. The company raised its fiscal 2027 adjusted EPS guidance to USD 44.20-45.00, reflecting continued strong performance, despite a recent cybersecurity incident affecting some third-party applications. McKesson's stock was trading at USD 880.01, below its 52-week high, with the next earnings release scheduled for November 4, 2026.
McKesson 5-year return hits 34.23%, beating market by 22.21%
McKesson (NYSE: MCK) has achieved an impressive average annual return of 34.23% over the last five years, significantly outperforming the broader market by 22.21% annually. An initial investment of $100 five years ago would now be worth $431.70, showcasing the power of compounded returns. The company currently holds a market capitalization of $102.91 billion.
Cardinal Health vs. McKesson: Which Healthcare Stock Is Better?
This article compares Cardinal Health (CAH) and McKesson (MCK), two major players in U.S. pharmaceutical distribution. While both are positioned for growth and leverage specialty pharmaceuticals and technology, Cardinal Health shows stronger earnings momentum, better valuation, and a more favorable estimate revision trend. McKesson, despite its scale and specialty services, exhibits less valuation differentiation and a weaker momentum score.
Cardinal Health vs. McKesson: Which Healthcare Stock Is Better?
The article compares Cardinal Health (CAH) and McKesson (MCK), two direct competitors in U.S. pharmaceutical distribution, evaluating their recent performance, growth strategies, and valuation. It concludes that while both are strong companies, CAH currently presents a more compelling investment due to its stronger projected EPS growth, favorable valuation, and estimate momentum, despite both holding a Zacks Rank #3 (Hold).
McKesson stock heads into the open after a 1.1 percent gain
McKesson stock (US58155Q1031) closed at USD 896.22 on September 22, 2026, marking a 1.10 percent gain on the NYSE, outperforming the Nasdaq Composite. The trading volume was 120,517 shares, significantly lower than the average. The company is set to release its second-quarter fiscal 2027 results on November 4, 2026.
McKesson Narrows Confirmed Data Theft from Its Cyberattack to Oncology and Multispecialty Customers, Promises Patient Notices
McKesson has confirmed that data theft from its August cyberattack is limited to certain third-party applications serving its Oncology & Multispecialty business, affecting patients at cancer centers and specialty practices. The company will notify affected individuals, but has found no indication that its drug distribution business or CoverMyMeds were impacted. While specific details on the number of affected individuals and practices are still emerging, the company advises caution with unexpected communications and suggests monitoring insurance statements.
McKesson Corporation Announces Second Quarter Fiscal 2027 Earnings Release Date
McKesson Corporation (NYSE: MCK) announced that it will release its second quarter fiscal 2027 financial results after market close on Wednesday, November 4, 2026. The company will host a live webcast of the earnings conference call for investors at 4:30 PM Eastern Time to discuss the results. The webcast will be available on McKesson’s Investor Relations website.
Does Cardinal Health (CAH) Have Enough Earnings To Support Its Price?
Cardinal Health (CAH) has seen significant stock growth, with a 383.8% return over the past five years, leading to a current share price of US$222.04. The article examines whether the company's earnings justify this valuation, noting that CAH trades at a higher P/E ratio (30.0x) compared to its peer group (26.1x) and the broader Healthcare sector (24.2x). While Simply Wall St Narratives suggest CAH might be 18% undervalued based on its growth prospects and cash generation, the article also advises reviewing potential warning signs before making an investment decision.
McKesson stock gains as earnings guidance supports valuation
McKesson's stock rose by 1.10% to USD 896.22, driven by strong August results with revenue up 7.7% and EPS exceeding consensus estimates. The company's fiscal 2027 adjusted EPS guidance of USD 44.20 to USD 45.00, representing 13-15% growth, provides significant support for its valuation. Despite the gains, the stock remains below its 52-week high, with a market capitalization of USD 104.49 billion.
McKesson stock gains 1.10 percent ahead of the open
McKesson stock rose 1.10% to USD 896.22 on September 22, 2026, outperforming the Nasdaq Composite which gained 0.5%. The stock's volume was 120,517 shares, below its average, and closed below its 52-week high but above its 52-week low. Analysts have a target price of USD 973.44 for McKesson, and the company reported strong revenue growth and provided full-year EPS guidance.
Arrive AI adds a sales chief and promotes its technology leader
Arrive AI (ARAI) has strengthened its executive leadership team by appointing Bill Karwoski as Chief Revenue Officer and promoting Michael Trovato to Chief Technology Officer. Karwoski will lead the revenue organization to scale the company's autonomous delivery platform, while Trovato will oversee technology and engineering strategy across hardware, robotics, and software, leveraging his nearly two decades of experience. These appointments aim to bolster Arrive AI's commercial and technological capabilities as it expands its delivery infrastructure.
Cencora Sees Specialty Strategy Fueling Growth Into Fiscal 2027
Cencora executives anticipate that their specialty-focused strategy will drive continued growth through fiscal 2027, particularly in oncology and retina. The company plans to expand its capabilities in these areas, refine its portfolio, and leverage acquisitions like OneOncology to enhance its physician-services model and international operations. Cencora also addressed investor concerns regarding prescription utilization trends and its relationship with Walgreens, reaffirming its capital allocation priorities and commitment to growth-focused investments.
Cencora Sees Specialty Strategy Fueling Growth Into Fiscal 2027
Cencora anticipates sustained growth through fiscal 2027, driven by its focus on specialty pharmaceuticals, particularly in oncology and retina. The company plans to leverage its expanded physician-services capabilities, contributions from OneOncology, and international business momentum. Despite a limited volume shift with Walgreens, Cencora expects accelerating fourth-quarter growth and will continue strategic investments and share repurchases.
McKesson Corp. stock rises Monday, still underperforms market
Shares of McKesson Corp. (MCK) rose 1.35% on Monday, closing at $886.47. Despite the gain, the stock underperformed the broader market, as the S&P 500 Index increased by 1.49% and the Dow Jones Industrial Average rose by 0.71%. This rise ended a four-day losing streak for McKesson.
Dig: Precision Medicine Group McKesson ACQ premature (not closed)
Dealroom.co reported that the acquisition of Precision Medicine Group by McKesson for $2.25 billion was prematurely encoded as closed. As of September 20, 2026, the deal, announced on August 25, 2026, has not yet closed, pending regulatory clearances and customary closing conditions. Dealroom has since deleted the premature record and will re-add the acquisition upon official closure.
Cardinal Health Sees Growth Normalize as Specialty, At-Home Investments Expand
Cardinal Health's CEO Jason Hollar reported strong fiscal 2026 performance with double-digit earnings growth across all five segments, but anticipates more normalized growth for fiscal 2027. The company's strategy includes continued investment in specialty and at-home healthcare businesses, alongside a focus on efficient logistics and a refined product mix. Acquisitions like Strive Medical and the AdaptHealth diabetes business are key to expanding its presence in these growing sectors.
