AMN Q4 Earnings Meet Estimates, Revenues Beat, Gross Margin Contracts
AMN Healthcare Services, Inc. (AMN) reported Q4 2025 adjusted EPS of 22 cents, meeting analyst estimates, while revenues of $748.2 million surpassed expectations. Despite the revenue beat, the company experienced a significant year-over-year decline in EPS and a contraction in gross margin. AMN provided Q1 2026 revenue guidance of $1.225-$1.240 billion, driven largely by labor disruption revenues, and projects long-term organic revenue growth of 4-6% annually.
Jupiter Asset Management Ltd. Purchases New Stake in McKesson Corporation $MCK
Jupiter Asset Management Ltd. has acquired a new stake of 96,921 shares, valued at approximately $74.9 million, in McKesson Corporation. This move is part of a broader trend of institutional investment, with several other major firms also increasing their holdings in the healthcare services and distribution company. McKesson recently exceeded quarterly earnings expectations, posted strong revenue growth, and declared a quarterly dividend, indicating solid financial performance.
McKesson Stock Is Quietly Beating Big Tech – But Is It Built to Last?
McKesson Corporation, a major pharmaceutical distributor in the US, has seen its stock quietly outperform many tech giants, driven by its essential role in the healthcare supply chain, defensive earnings, and strong cash flow. Analysts view McKesson as a long-term healthcare infrastructure play, despite risks like opioid litigation and pricing pressures. The company's resilience, shareholder returns, and focus on specialty medical growth make it attractive to long-term investors seeking stable healthcare exposure rather than high-growth speculative plays.
Bundled Pay Management Software Analysis Report 2026-2035: A $7.25+ Billion Market by 2030 with UnitedHealth, McKesson, Oracle, Tata Consultancy Services Leading
The bundled pay management software market is projected to grow significantly from $3.08 billion in 2025 to $7.29 billion by 2030, driven by the complexities of payroll regulations, HR digital tool adoption, and the need for integrated systems. Key factors include AI-enabled automation, cloud-based solutions, real-time compliance, and advanced analytics. North America currently leads the market, with Asia-Pacific anticipated as the fastest-growing region.
3 Market-Beating Stocks for Long-Term Investors
This article highlights three market-beating stocks—MACOM Technology Solutions (MTSI), Powell (POWL), and McKesson (MCK)—that have demonstrated robust performance and growth potential for long-term investors. Each company is analyzed based on its financial indicators, market position, and reasons for its strong past performance and future outlook. The author emphasizes that sustained earnings growth, strong sales, increasing margins, and high returns on capital are key traits of successful long-term investments.
Archer Daniels Midland Is Up 18% Year to Date. Here’s What to Expect in 2026
Archer Daniels Midland (ADM) stock has risen 18% year-to-date, trading near $68 per share, driven by improved earnings visibility and expectations of a cyclical trough in 2025. The company reported strong Q4 results and issued 2026 adjusted EPS guidance above 2025 levels, signaling a return to growth. Despite this, a valuation model suggests ADM is slightly overvalued at current levels, with future upside dependent on sustained improvement in crush margins and biofuel-driven demand.
McKesson Stock Has Rallied 58% Over the Past Year: Here’s Why Analysts Flag a Potential Overvaluation
McKesson Corporation's stock has rallied 58% over the past year, prompting analysts to flag potential overvaluation despite strong Q3 earnings and increased guidance. The company's strategic shift towards oncology and biopharma services, following its Norwegian divestiture, has fueled growth, but its thin operating margins and a market valuation exceeding model assumptions suggest limited upside. Insider share disposals by senior executives further contribute to a "high-conviction Sell" recommendation.
SAIC Launches Alliance to Accelerate State-Led Execution of $50 Billion Rural Healthcare Transformation Program
SAIC has formed the Alliance for Advancing Rural Healthcare (AARH) with seven other organizations to help state governments implement the $50 billion federal Rural Health Transformation (RHT) Program. This initiative aims to address community healthcare challenges in rural areas by integrating capabilities in IT, data, mobile care, education, and pharmacy services. The alliance seeks to translate financial investments into sustainable improvements in access to care, modernized systems, and expanded healthcare workforce capacity across rural America.
Cumberland Partners Ltd Trims Stock Position in McKesson Corporation $MCK
Cumberland Partners Ltd has reduced its stake in McKesson Corporation by 34% in the third quarter, now holding 10,440 shares valued at approximately $8.07 million. Despite this trimming, McKesson has shown strong financial performance, beating quarterly earnings and revenue expectations and offering a quarterly dividend of $0.82. Analysts maintain a "Moderate Buy" rating with a consensus target price of $943.50 for the stock.
King Luther Capital Management Corp Has $28.07 Million Stock Position in McKesson Corporation $MCK
King Luther Capital Management Corp increased its stake in McKesson Corporation by 6.9%, now holding 36,340 shares valued at $28.07 million. The company reported strong Q3 results, beating EPS and revenue estimates, and provided positive FY2026 guidance. Analysts maintain a "Moderate Buy" consensus, with an average target price significantly above the current stock value.
CenterBook Partners LP Trims Position in McKesson Corporation $MCK
CenterBook Partners LP reduced its stake in McKesson Corporation by 20.1% in Q3 2025, selling 1,231 shares and retaining 4,899 shares valued at approximately $3.785 million. McKesson delivered strong quarterly results, beating EPS and revenue estimates, and announced a quarterly dividend of $0.82. Despite insider share sales, the company's stock shows positive moving averages, and analysts maintain a "Moderate Buy" consensus rating with a target price of $943.50.
Alberta Investment Management Corp Has $6.41 Million Stock Holdings in McKesson Corporation $MCK
Alberta Investment Management Corp increased its stake in McKesson Corporation (NYSE:MCK) by 18.6% in the third quarter, bringing its total holdings to 8,300 shares valued at $6.41 million. This move is part of broader institutional interest in McKesson, with other major investors also increasing their positions. The company recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $0.82 per share.
Insider Sell: Leann Smith Sells 190 Shares of McKesson Corp (MCK)
Leann Smith, Executive Vice President & Chief Human Resources Officer at McKesson Corp, sold 190 shares of the company on February 17, 2026. This transaction increased her total holdings to 2,989 shares. Over the past year, Smith has sold 1,940 shares with no purchases, and the company has seen 25 insider sells and no buys. McKesson Corp's stock is currently trading at $945 per share, with a market capitalization of $115.99 billion, and is considered modestly overvalued based on its GF Value.
Barclays Raises McKesson (MCK) Price Target to $1050 | MCK Stock News
Barclays has raised its price target for McKesson (MCK) to $1050, maintaining an "Overweight" rating, indicating a positive outlook for the company. This follows similar price target adjustments from other analysts like J.P. Morgan, Mizuho, Wells Fargo, and TD Cowen, signaling broad confidence in McKesson's performance and future prospects within the pharmaceutical wholesale industry. Despite these positive analyst forecasts, GuruFocus estimates a potential downside based on its GF Value fair value calculation.
NEOS Investment Management LLC Acquires 4,110 Shares of McKesson Corporation $MCK
NEOS Investment Management LLC increased its stake in McKesson Corporation (NYSE:MCK) by 40% in Q3, purchasing an additional 4,110 shares to bring its total holdings to 14,373 shares valued at approximately $11.10 million. McKesson also reported strong Q4 results, surpassing revenue and EPS expectations, and announced a quarterly dividend of $0.82 per share. Institutional ownership of McKesson stands at 85.07%, with several other large investors also modifying their holdings.
LSV Asset Management Sells 1,400 Shares of McKesson Corporation $MCK
LSV Asset Management reduced its stake in McKesson Corporation by 73.7%, selling 1,400 shares and retaining 500 shares valued at $386,000. Despite this sale, institutional ownership in McKesson remains high at 85.07%, notably with Norges Bank acquiring a new $1.35 billion stake. McKesson recently surpassed quarterly EPS estimates and provided positive FY2026 guidance, leading to a "Moderate Buy" consensus from Wall Street analysts with an average price target of $937.07.
Is Wall Street Optimistic or Pessimistic About McKesson Shares?
McKesson Corporation (MCK) has shown strong performance, with its stock climbing 55.2% over the past year and outperforming the S&P 500 and the State Street Healthcare Select Sector SPDR ETF. Following impressive Q3 2026 earnings, analysts have a "Strong Buy" consensus rating for MCK, with projections for continued EPS growth and an average price target indicating a potential premium over current levels.
The IRA could hurt market access for more convenient drugs
The Inflation Reduction Act (IRA) may unintentionally disincentivize Medicare plans from covering more convenient, self-administered subcutaneous (SC) therapies, favoring intravenous (IV) formulations instead. This is due to different out-of-pocket caps for patients—$2,000 for self-administered drugs and $9,350 for IV treatments under Medicare Advantage, or no cap for traditional Medicare IVs—which can make SC options more expensive for health plans. While SC versions offer patient convenience and equivalent efficacy, Medicare plans are showing a preference for IV access to control costs, unlike commercial plans which have smaller coverage gaps.
Is Wall Street Optimistic or Pessimistic About McKesson Shares?
McKesson Corporation (MCK) has shown strong stock performance, with shares climbing 55.2% over the last year and 14% year-to-date, significantly outperforming the S&P 500 and State Street Healthcare Select Sector SPDR ETF. The company reported robust Q3 2026 earnings, exceeding analyst expectations for both revenue and EPS. Analysts maintain a "Strong Buy" consensus rating with positive price targets, indicating optimism for McKesson's future.
Vanguard Group Inc. Sells 40,480 Shares of McKesson Corporation $MCK
Vanguard Group Inc. reduced its stake in McKesson Corporation by 0.3%, selling 40,480 shares but retaining a significant 9.67% ownership valued at approximately $9.295 billion. McKesson reported strong quarterly earnings, beating analyst expectations with $9.34 EPS and $106.16 billion in revenue, and provided optimistic FY2026 guidance. The company also declared a quarterly dividend of $0.82 per share.
Skandinaviska Enskilda Banken AB publ Sells 1,490 Shares of McKesson Corporation $MCK
Skandinaviska Enskilda Banken AB publ has reduced its stake in McKesson Corporation by 1.2% in Q3, selling 1,490 shares to now own 121,756 shares valued at $94.1 million. McKesson exceeded Q3 earnings expectations with $9.34 EPS and $106.16 billion in revenue, offering FY2026 EPS guidance of $38.80-$39.20. The company also declared a quarterly dividend of $0.82 per share and holds a "Moderate Buy" consensus analyst rating with a $937.07 price target.
Denali Advisors LLC Sells 1,229 Shares of McKesson Corporation $MCK
Denali Advisors LLC reduced its stake in McKesson Corporation by 41.6% in the third quarter, selling 1,229 shares and leaving 1,725 shares valued at approximately $1.33 million. Despite this, McKesson exceeded Q3 earnings expectations with $9.34 EPS and $106.16 billion in revenue, setting a positive FY2026 guidance and earning a consensus "Moderate Buy" rating. The company also announced a quarterly dividend of $0.82 per share.
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.
McKesson Corporation $MCK Stock Holdings Decreased by Tobam
Tobam recently decreased its holdings in McKesson Corporation (NYSE:MCK) by 64.7% during the third quarter, selling 4,182 shares and retaining 2,279 shares valued at $1,761,000. Despite this reduction, other institutional investors have increased their stakes, and analysts maintain a "Moderate Buy" consensus rating with a target price of $937.07. McKesson reported strong quarterly earnings, beating estimates, and announced a quarterly dividend.
M&G PLC Grows Stock Holdings in McKesson Corporation $MCK
M&G PLC increased its stake in McKesson Corporation (NYSE:MCK) by 4.2% in the third quarter, bringing its total holdings to 38,897 shares valued at $30.07 million. Institutional investors collectively own over 85% of McKesson's stock. The company recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $0.82 per share.
Aberdeen Group plc Raises Holdings in McKesson Corporation $MCK
Aberdeen Group plc significantly increased its stake in McKesson Corporation (NYSE:MCK) by 61.6% during the third quarter, adding 43,106 shares to own a total of 113,077 shares valued at $86.14 million. Other institutional investors also adjusted their holdings in McKesson. Analysts have a generally positive outlook on the stock, with an average rating of "Moderate Buy" and a consensus target price of $937.07, following the company's strong Q3 earnings and dividend announcement.
BofA remains bullish on McKesson (MCK) following strong third quarter performance
BofA maintains a bullish outlook on McKesson (MCK) after the company reported strong third-quarter results. The bank highlighted McKesson's solid performance and reiterated its positive stance on the stock.
Lau Michele, McKesson EVP, sells $282k in MCK stock
Michele Lau, Executive Vice President and Chief Legal Officer at McKesson CORP (NYSE:MCK), sold 303 shares of common stock for $282,817 on February 11, 2026. This transaction was executed under a Rule 10b5-1(c) plan. Following the sale, Lau directly holds 5,972 shares and indirectly owns additional shares through a retirement plan.
Lau Michele, McKesson EVP, sells $282k in MCK stock
Michele Lau, EVP and Chief Legal Officer at McKesson CORP, sold 303 shares of MCK stock for $282,817 on February 11, 2026. This transaction was part of a pre-arranged plan, and she now directly owns 5,972 shares. The sale occurred amidst positive financial news for McKesson, which reported strong Q3 fiscal 2026 results exceeding analyst expectations, leading TD Cowen to raise its price target.
McKesson on track for IPO of Medical-Surgical business
McKesson is moving forward with plans to take its Medical-Surgical business public in the second half of calendar year 2027. The company completed key transition service agreements in January 2026 and is working on establishing the division as a fully independent operation with its own capital structure. Despite a recent dip in operating profit due to lower physician office activity and mild illness trends, McKesson maintains confidence in its IPO strategy.
Iterum Therapeutics expands Medicare Part D access for ORLYNVAH
Iterum Therapeutics has expanded Medicare Part D access for its oral antibiotic ORLYNVAH by securing a rebate agreement with one of the top three Medicare Part D Pharmacy Benefit Managers, with coverage expected to begin this quarter and reach over 3.5 million additional lives. This latest agreement means the company now has agreements with all three top PBMs. The company also announced a new U.S. patent for a bilayer tablet related to sulopenem etzadroxil and probenecid, and continues to seek broader indications for ORLYNVAH while facing a Nasdaq delisting notice due to its market value.
McKesson Corporation $MCK Shares Purchased by Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co increased its stake in McKesson Corporation (NYSE:MCK) by 28.9% during the third quarter, acquiring an additional 4,900 shares and bringing its total holdings to 21,853 shares valued at $16.88 million. This move is part of broader institutional investor activity, with several other major firms also growing their positions in McKesson. The article also provides details on McKesson's recent financial performance, dividend announcement, analyst ratings, and insider trading activity, noting that the stock has a "Moderate Buy" consensus rating among analysts.
Longbow Finance SA Reduces Position in McKesson Corporation $MCK
Longbow Finance SA reduced its stake in McKesson Corporation (NYSE:MCK) by 13.5% in the third quarter, selling 2,132 shares and holding 13,680 shares valued at $10.57 million. Other institutional investors also adjusted their positions, with several increasing their holdings slightly. Analyst ratings for McKesson are predominantly "Buy" or "Moderate Buy," with a consensus target price of $937.07, and the company recently announced a quarterly dividend of $0.82 per share.
1,111 Shares in McKesson Corporation $MCK Acquired by Krilogy Financial LLC
Krilogy Financial LLC has acquired 1,111 shares of McKesson Corporation (NYSE:MCK) stock, valued at approximately $938,000, during the third quarter. This acquisition is part of a trend where several institutional investors are adjusting their holdings in McKesson. Wall Street analysts currently have a "Moderate Buy" rating for MCK, with a consensus target price of $937.07.
Atria Investments Inc Has $9.32 Million Stock Position in McKesson Corporation $MCK
Atria Investments Inc. has decreased its stake in McKesson Corporation (NYSE:MCK) by 11.4%, now holding 12,061 shares valued at $9.32 million. McKesson recently surpassed earnings expectations with an EPS of $9.34 and reported revenue of $106.16 billion, an 11.4% increase year-over-year, while also setting strong FY2026 guidance. Analysts currently rate McKesson as a "Moderate Buy" with an average target price of $937.07.
Cibc World Market Inc. Grows Stock Position in McKesson Corporation $MCK
Cibc World Market Inc. increased its stake in McKesson Corporation (NYSE:MCK) by 28.1% during the third quarter, bringing its total holdings to 24,243 shares valued at $18,729,000. Other institutional investors have also adjusted their positions in the stock, which has a market cap of $112.21 billion and a P/E ratio of 26.35. McKesson recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $0.82 per share.
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.
Are Medical Stocks Lagging Allogene Therapeutics (ALLO) This Year?
Allogene Therapeutics (ALLO) has significantly outperformed the Medical sector this year, returning 23.4% compared to the sector's 0.9% average. The company holds a Zacks Rank of #2 (Buy), reflecting positive analyst sentiment and an improving earnings outlook. McKesson (MCK), another Medical stock, has also outpaced the sector with a 14% year-to-date return and a Zacks Rank #2 (Buy).
BofA Remains Bullish on McKesson (MCK) Following Strong Third Quarter Performance
BofA has reiterated its 'Buy' rating on McKesson Corporation (MCK) and increased its price target to $970 after the company reported strong third-quarter results. McKesson's revenue and EPS surpassed street expectations, driven by solid performance in its North American Pharmaceutical and Oncology & Multispecialty segments. The company also raised its fiscal 2026 adjusted EPS forecast due to strong demand for specialty drugs and high prescription volumes in the U.S. pharmaceutical segment.
BofA remains bullish on McKesson (MCK) following strong third quarter performance
Bank of America reiterated its Buy rating and increased its price target for McKesson (MCK) to $622 following the company's strong third-quarter fiscal year 2024 results. The company exceeded expectations with revenue of $79 billion and adjusted EPS of $7.04, driven by growth across all segments. BofA anticipates continued strong performance, largely due to demand for GLP-1 drugs and potential operating expense leverage.
Interoperability woes still plague healthcare in 2026. Here's what to do about it.
Healthcare continues to struggle with interoperability in 2026, posing significant challenges for implementing new technologies like AI and achieving a holistic view of patient care. Experts suggest strategies to overcome these issues, including improving data quality at the source, connecting to health information exchanges (HIEs), and widely adopting industry standards such as FHIR and USCDI. These efforts aim to bridge data silos, enhance data access for clinicians, and ensure that technological advancements benefit all communities, not just the affluent.
How the largest health-care education company in U.S. is addressing a growing jobs gap
Covista (formerly Adtalem Global Education), the largest health-care education company in the U.S., is focusing on addressing a significant worker shortage in the health-care industry. With over 8.4 million open health-care jobs, Covista aims to provide day-one-ready talent and innovate solutions through partnerships and AI programs. Despite challenges like federal student loan changes, the company remains optimistic about meeting the needs of an aging population.
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.
5 Insightful Analyst Questions From McKesson's Q4 Earnings Call
McKesson's Q4 results met revenue expectations and slightly surpassed EPS estimates, driven by strong oncology performance, expanded biopharma services, and North American pharmaceutical distribution. Management attributed success to recent acquisitions and technology investments, which are improving workflow efficiency and productivity. Analyst questions focused on margin improvement drivers, the impact of technology investments, regulatory concerns, and capital allocation strategies.
Rhumbline Advisers Sells 2,293 Shares of McKesson Corporation $MCK
Rhumbline Advisers decreased its stake in McKesson Corporation by 0.9% during the third quarter, selling 2,293 shares and now holding 259,722 shares valued at approximately $200.65 million. McKesson reported strong quarterly earnings, beating analyst estimates with $9.34 EPS and $106.16 billion in revenue, and set its FY2026 EPS guidance between $38.80 and $39.20. The company also declared a quarterly dividend of $0.82 per share, while institutional investors own about 85.07% of the stock.
McKesson Corporation $MCK Shares Bought by Prospera Financial Services Inc
Prospera Financial Services Inc. increased its stake in McKesson Corporation by 21.8% in Q3, now holding 7,804 shares valued at $6.03 million. Other institutional investors also adjusted their positions, with institutional ownership reaching approximately 85.07%. McKesson recently beat EPS estimates, provided FY2026 guidance, and declared a quarterly dividend of $0.82, leading to a "Moderate Buy" consensus rating from analysts with an average target price of $937.07.
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.
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.
