McKesson (MCK) EVP Francisco Fraga nets shares after RSU vesting and tax withholding
McKesson EVP Francisco Fraga's Form 4 filing details routine equity compensation activity. On May 20, 2026, 463 Restricted Stock Units (RSUs) vested and were converted into common shares. To cover taxes, 183 common shares were withheld at $754.68 per share, leaving Fraga with 6,019.417 direct shares and 928 outstanding RSUs with a future vesting schedule.
McKesson (MCK) legal chief reports RSU vesting with shares withheld for taxes
McKesson Corp (MCK) EVP and Chief Legal Officer Michele Lau reported the vesting of 677 Restricted Stock Units (RSUs) on May 20, 2026. As is common practice, 267 shares were withheld at $754.68 per share to cover tax obligations, not representing an open-market sale. Following this, Lau's direct holdings increased to 6,358 common shares, and she retains 1,354 RSUs set to vest in 2027 and 2028.
McKesson (MCK) CFO Vitalone logs RSU vesting and share withholding for taxes
McKesson's EVP and CFO, Britt J. Vitalone, reported routine equity compensation activity involving the vesting of 1,038 Restricted Stock Units (RSUs) into common shares on May 20, 2026. To cover tax obligations related to this vesting, 409 shares were withheld at a price of $754.68 per share. After these transactions, Vitalone directly held 20,298.377 McKesson common shares and indirectly held 552.33 shares through a 401(k) plan, with remaining RSUs set to vest in future installments.
McKesson (NYSE: MCK) CEO vests RSUs and uses shares to pay taxes
McKesson's CEO, Brian S. Tyler, recently vested 3,189 Restricted Stock Units (RSUs) on May 20, 2026, which converted into common stock. To cover the associated taxes, 1,282 shares were withheld. Following these transactions, Tyler directly holds 24,127 common shares and indirectly holds 215.8137 shares through the company's 401(k) plan, with remaining RSUs scheduled to vest in 2027 and 2028.
Here's Why You Should Retain McKesson Stock in Your Portfolio for Now
McKesson (MCK) reported strong fiscal fourth-quarter 2026 results, driven by growth in specialty distribution, oncology, and biopharma solutions, leading to a positive long-term outlook. Despite potential headwinds from drug pricing pressure and medical-surgical segment constraints, the company's oncology and multispecialty platform and robust specialty pharmaceutical momentum are expected to sustain its performance. Zacks Investment Research recommends retaining the stock, noting positive estimate revisions and strong prior earnings beats, while also highlighting other well-ranked stocks in the medical industry.
Are Wall Street Analysts Predicting McKesson Stock Will Climb or Sink?
Wall Street analysts generally have a "Strong Buy" rating for McKesson Corporation (MCK) stock, with a consensus price target suggesting a significant upside from current levels. Despite underperforming the broader market and a healthcare ETF over the past year and year-to-date, the company recently topped Q4 EPS expectations and has a strong earnings surprise history. Analysts anticipate strong EPS growth for fiscal 2027.
McKesson Corporation stock (US58155Q1031): Q4 earnings beat and buybacks keep focus on capital retur
McKesson Corporation reported strong fourth-quarter earnings per share, exceeding analyst expectations, primarily driven by ongoing share repurchases and cost management, despite revenue growth slowing. The healthcare distributor's full-year revenue highlighted its crucial role in the US healthcare supply chain. Analyst sentiment remains largely positive, maintaining a "Moderate Buy" consensus recommendation and a focus on capital returns.
McKesson (MCK) CFO awarded 8,979 shares; 3,338 withheld for PSU taxes
McKesson CFO Britt J. Vitalone was awarded 8,979 common shares from the vesting of performance stock units on May 19, 2026. The company withheld 3,338 shares to cover taxes associated with this PSU settlement. Following these transactions, Vitalone directly holds 23,007.377 shares and indirectly holds 552.2847 shares through the company's 401(k) plan.
McKesson (NYSE: MCK) CEO receives major stock awards and covers taxes in shares
McKesson Corporation CEO Brian S. Tyler recently received 27,863 shares of common stock from vested performance stock units and had 10,937 shares withheld to cover taxes. He also received a new grant of 9,739 Restricted Stock Units (RSUs) which will vest in three equal installments starting June 1, 2027. Following these transactions, Tyler directly holds 31,875 shares of common stock and indirectly holds 215.8028 shares through a 401(k) plan.
McKesson (MCK) CLO Michele Lau reports stock and RSU grants plus tax withholding
McKesson's EVP and Chief Legal Officer, Michele Lau, reported recent equity transactions including the grant of 4,454 shares of common stock and 1,969 Restricted Stock Units (RSUs) on May 19, 2026. She also disposed of 1,753 common shares at $761.89 each for tax withholding related to the settlement of performance stock units. The RSUs are set to vest in three equal installments in June 2027, 2028, and 2029, and she holds additional shares indirectly through the company's 401(k) plan.
McKesson Corp. stock outperforms competitors on strong trading day
McKesson Corp. (MCK) stock advanced 1.57% on a strong trading day, closing at $766.50. This performance outpaced the broader market, as the S&P 500 Index rose 0.17% and the Dow Jones Industrial Average gained 0.55%. The rise also ended a two-day losing streak for the company's stock.
Third-party pixel use greatly increases healthcare data breach risk: study
A new study reveals that hospitals utilizing third-party tracking pixels are 46% more likely to experience a data breach. These pixels, common in other industries, raise significant HIPAA compliance and data privacy concerns in healthcare by transmitting sensitive patient information to external vendors. Researchers recommend that hospitals adopt homegrown, first-party tracking pixels to maintain control over data collection and mitigate the risk of unintended disclosures and security lapses.
Will McKesson’s (MCK) Strong Q4 Results and Massive Buybacks Recast Its Investment Narrative?
McKesson (MCK) recently reported strong Q4 results with sales of US$96.30 billion and net income of US$1.68 billion, alongside a large share repurchase program totaling US$21.13 billion. These actions reinforce the core investment thesis of its resilient pharmaceutical distribution model, with future projections estimating US$499.3 billion revenue and US$6.1 billion earnings by 2029. While the buybacks amplify earnings per share, investors should remain aware of potential regulatory pressures on drug pricing and wholesale margins.
A Look Back at Healthcare Providers & Services Stocks’ Q1 Earnings: McKesson (NYSE:MCK) Vs The Rest Of The Pack
This article reviews the Q1 earnings of several healthcare providers and services stocks, contrasting McKesson's performance with its peers. It highlights strong Q1 results for the sector generally, with agilon health as the top performer and Option Care Health as the weakest. The piece also briefly touches on broader market concerns, including the shift from AI anxiety to geopolitical risks.
Amazon.com, Inc. (AMZN) Expands with AI-Powered Shopping Guides
Amazon.com Inc. (AMZN) has launched "Alexa for shopping," an AI-powered assistant designed to offer personalized shopping guides and respond to customer queries directly in the search bar. This new feature, available on the Amazon app and website without a Prime membership or Echo device, aims to enhance the shopping experience. The company also introduced two new Mastercard-powered business credit cards, expanding its business services ecosystem.
What Makes McKesson Corporation (MCK) an Attractive Bet?
TCW Concentrated Large Cap Growth Fund recently added McKesson Corporation (NYSE: MCK) to its portfolio, highlighting the company's strong position in the healthcare services sector. Despite a past quarter of volatility and overall fund losses, TCW believes McKesson's revamped portfolio and competitive advantages in an oligopolistic market make it an attractive long-term investment. The article notes McKesson's recent financial performance, including a 16% increase in earnings per diluted share, but also suggests that some AI stocks might offer quicker, higher returns.
McKesson Corporation stock (US58155Q1031): Mixed start to fiscal 2026 after Q1 earnings beat on EPS but miss on revenue
McKesson Corporation reported a mixed start to fiscal year 2026, with Q1 revenue growing by approximately 6% year-over-year but missing Wall Street estimates, while adjusted EPS and EBITDA slightly exceeded forecasts. The company's core business model involves pharmaceutical and medical-surgical distribution, with increasing emphasis on higher-margin specialty services and technology solutions. Despite the revenue shortfall, the modest beat on earnings suggests effective cost controls and a favorable mix of higher-margin activities contributed to profitability.
McKesson Corporation stock (US58155Q1031): Mixed Q1 2026 earnings keep focus on margins and outlook
McKesson Corporation reported mixed Q1 2026 earnings, with revenue up but below Wall Street estimates, while adjusted EPS and EBITDA exceeded forecasts. This performance has shifted investor focus to the company's ability to maintain margins, the demand for GLP-1 therapies, and the updated full-year guidance. Despite the revenue miss, stronger-than-expected profit metrics highlight effective cost control and margin management, making these factors crucial for the stock's future performance.
McKesson Corp. stock outperforms competitors despite losses on the day
Shares of McKesson Corp. (MCK) fell 1.81% to $761.89 on Tuesday, despite the stock outperforming competitors. This decline occurred during a broader market downturn, with the S&P 500 Index (SPX) and Dow Jones Industrial Average (DJIA) also experiencing losses. The stock's fall ended a five-day winning streak.
McKesson Corporation stock (US58155Q1031): Mixed Q1 2026 earnings keep focus on margins and guidance
McKesson Corporation reported mixed Q1 2026 earnings, with higher revenue that missed Wall Street estimates, but adjusted EPS and EBITDA that surpassed expectations. The company faced challenges from softer branded pharmaceutical sales and a sequential dip in GLP-1 prescription volumes, partially offset by strong specialty distribution and oncology networks. Fiscal 2027 adjusted EPS guidance signals expected resilience despite near-term pricing pressures and evolving GLP-1 demand.
Japan’s Takeda engaged in antitrust scheme to delay generic constipation drug, U.S. jury finds
A U.S. jury found Japan-based Takeda Pharmaceutical liable for approximately $885 million in damages for orchestrating an anticompetitive scheme to delay the release of a generic version of its constipation drug, Amitiza. The lawsuit, part of a wave of "pay-for-delay" cases, concluded that Takeda's settlement with Par Pharmaceutical in 2014 illegally postponed generic competition, causing pharmacies, insurers, health funds, and retailers to overpay for the drug. This verdict marks the first time a jury has found a pharmaceutical company liable in class action litigation over such agreements, with potential damages tripling under U.S. antitrust law.
McKesson Corp. stock outperforms competitors on strong trading day
McKesson Corp. (MCK) shares rose 2.02% to $775.97, outperforming a mixed trading day where the Dow Jones Industrial Average gained 0.32% and the S&P 500 Index fell 0.07%. This marked the stock's fifth consecutive day of gains.
McKesson Corporation (MCK) Highlights Resilience as Its Core Drug Distribution Network Stands the Test of Time
Eagle Point Capital's Q1 2026 investor letter highlighted McKesson Corporation (MCK) as a "cockroach-like" business, resilient due to its critical role in pharmaceutical distribution. Despite potential market volatility and a focus on AI stocks, the firm emphasized McKesson's enduring business model and ability to adapt to change. McKesson's shares traded between $637.00 and $999.00 over the last 52 weeks, closing at approximately $760.57 on May 15, 2026.
McKesson Corporation stock (US58155Q1031): Q1 2026 earnings beat on EPS while revenue lags estimates
McKesson Corporation reported mixed results for Q1 fiscal 2026, with revenue of $96.3 billion falling short of analyst estimates despite growing 6% year-over-year, attributed to weaker branded pharmaceutical sales and declining GLP-1 prescription volumes. However, the company surpassed expectations for adjusted earnings per share at $11.69 and adjusted EBITDA at $1.92 billion, driven by strength in specialty pharmaceutical distribution and oncology provider networks. McKesson provided fiscal 2027 adjusted EPS guidance of around $44.20, indicating a focus on maintaining earnings stability and operating efficiency amid ongoing pricing and volume dynamics in the healthcare sector.
McKesson Corporation (MCK) Surged 50% on Strong Earnings Growth and Resilient Drug Distribution Model
Latitude Investment Management released its Q4 2025 investor letter, highlighting McKesson (NYSE: MCK) as a key holding that delivered strong returns. The firm's analysis focuses on the long-term earnings power of businesses, rather than short-term valuations. McKesson's drug distribution model proved resilient, contributing to a 50% return last year, driven by fundamental value growth and a re-rating.
North Dakota State Investment Board Makes New $3.97 Million Investment in McKesson Corporation $MCK
The North Dakota State Investment Board recently acquired 4,839 shares of McKesson Corporation (NYSE:MCK) valued at approximately $3.97 million during the fourth quarter. Several other institutional investors also increased their stakes in McKesson. Analysts currently give McKesson an average rating of "Moderate Buy" with a consensus price target of $968.87.
McKesson Stock Buy vs Citizens Financial & PulteGroup Sell Ratings | S&P 500 Picks - News and Statistics
A recent StockStory analysis identifies one S&P 500 stock as a buy and two as stocks to avoid. McKesson (MCK) is recommended for potential positive returns due to its strong market position in healthcare services. Citizens Financial Group (CFG) and PulteGroup (PHM) are advised against due to concerns around muted revenue growth, profitability issues, and limited growth potential in their respective sectors.
Assessing McKesson (MCK) Valuation After Strong Q4 And Full Year Earnings Results
McKesson (MCK) recently reported strong Q4 and full-year earnings for March 31, 2026, leading to increased interest in the stock despite recent short-term price pullbacks. While Simply Wall St's narrative suggests the stock is 20.1% undervalued with a fair value of $951.73 based on earnings and growth assumptions, their discounted cash flow (DCF) model indicates a significantly lower fair value of $1.67, suggesting potential downside risk. The article highlights an ongoing debate on whether to prioritize earnings power or cash generation for valuation.
McKesson Corporation stock (US58155Q1031): Q1 2026 earnings beat on EPS while revenue underwhelms
McKesson Corporation reported mixed results for Q1 fiscal year 2026, with revenue falling short of analyst expectations at $96.3 billion despite a 6% year-over-year growth, primarily due to weaker branded pharmaceutical sales and declining GLP-1 prescription volumes. However, the company surpassed adjusted EPS forecasts, delivering $11.69 per share against a consensus of $11.57. McKesson's guidance for fiscal year 2027 projects adjusted EPS with a midpoint of $44.20, indicating steady profitability in its core pharmaceutical distribution and specialty networks despite market pressures.
Arjuna Capital Has $4.38 Million Stock Holdings in McKesson Corporation $MCK
Arjuna Capital increased its stake in McKesson Corporation by 40.5% in the fourth quarter, now holding 5,334 shares valued at approximately $4.38 million. McKesson reported strong fiscal Q earnings of $11.69 per share, exceeding analyst expectations, despite revenue of $96.3 billion coming in below forecasts. Wall Street analysts maintain a "Moderate Buy" rating for MCK with a consensus price target of $968.87.
Is It Time To Revisit Cencora (COR) After The Recent Share Price Slump?
Cencora (COR) has experienced a recent share price slump, but Simply Wall St's valuation checks indicate it is currently undervalued. Both a Discounted Cash Flow (DCF) analysis and a Price-to-Earnings (P/E) ratio comparison suggest the stock is undervalued, with the DCF model estimating its intrinsic value at $486.69 per share, significantly above its current price of approximately $257.71. The article encourages investors to analyze Cencora's narrative and future prospects further, considering a range of perspectives on its revenue and earnings growth.
Lockheed Martin Investment Management Co. Lowers Stock Position in McKesson Corporation $MCK
Lockheed Martin Investment Management Co. decreased its stake in McKesson Corporation by 33.3% in the fourth quarter, selling 3,500 shares and retaining 7,000 shares valued at $5.74 million. Despite this, analyst sentiment remains positive with a "Moderate Buy" consensus and a price target of $968.87. McKesson recently exceeded EPS estimates and announced a quarterly dividend of $0.82 per share.
Cardinal Health (CAH) Is Up 6.3% After Raising 2026 EPS Outlook and Trimming Tax Guidance
Cardinal Health (CAH) recently announced a quarterly dividend and increased its fiscal 2026 non-GAAP EPS outlook while lowering its expected effective tax rate following strong third-quarter results, particularly from its Pharmaceutical & Specialty Solutions segment. This positive news, driven by strong specialty drug demand, reinforces earnings momentum as a key short-term driver, though valuation concerns and potential regulatory pressures remain. The company's narrative projects significant revenue and earnings growth by 2029, suggesting a 26% upside to its current price according to Simply Wall St's fair value assessment.
Bessemer Group Inc. Cuts Holdings in McKesson Corporation $MCK
Bessemer Group Inc. significantly reduced its stake in McKesson Corporation (NYSE:MCK) by 29.9% in the fourth quarter, selling 155,892 shares and retaining 365,050 shares valued at approximately $299.4 million. Despite this, McKesson reported strong Q1 EPS of $11.69, beating estimates, with a 6% year-over-year revenue increase to $96.3 billion, though sales were below analyst expectations. The company declared a quarterly dividend of $0.82 per share, and maintains a "Moderate Buy" consensus rating with an average price target of $968.87 from Wall Street analysts.
Phoenix Financial Ltd. Has $7.47 Million Stake in McKesson Corporation $MCK
Phoenix Financial Ltd. reduced its stake in McKesson Corporation (NYSE:MCK) by 19.6% in the fourth quarter, now holding 9,098 shares valued at $7.47 million. Despite revenue coming in below expectations, McKesson reported strong Q1 earnings per share of $11.69, beating analyst estimates, and announced a quarterly dividend of $0.82 per share. Analysts generally maintain a "Moderate Buy" consensus for MCK, with an average price target of $968.87.
McKesson Corp. stock outperforms competitors on strong trading day
McKesson Corp. (MCK) shares rose 1.79% to $760.57 on Friday, bucking the overall market trend as the S&P 500 and Dow Jones Industrial Average both closed lower. This marked the stock's fourth consecutive day of gains. The strong performance occurred despite a poor trading session for the broader stock market.
YETI Stock Beats Q1 Revenue Estimates and Raises Full-Year Guidance
YETI stock's Q1 2026 revenue of $380M beat estimates, leading the company to raise its full-year guidance for revenue growth (7% to 8%) and adjusted EPS ($2.83 to $2.89). While adjusted EPS declined in Q1 due to tariffs, management anticipates a second-half margin recovery. Despite these positive updates, the TIKR model suggests a measured outcome for YETI stock, with a mid-case price target implying a 7.4% annualized return over 4.5 years, heavily relying on future margin recovery.
McKesson moves MMS closer to IPO
McKesson's Medical-Surgical Solutions (MMS) segment is moving toward financial independence through operational and legal separation, new financing, and a minority ownership sale to Apollo. The company secured a $1 billion revolving credit facility, $1 billion in Term Loan A facilities, and sold a 13% minority interest to Apollo, valuing MMS at $13 billion. These steps, along with planned additional term loans, are part of establishing an independent capital structure for MMS, with an initial public offering (IPO) targeted for the second half of calendar year 2027, market conditions permitting.
Cardinal Health Inc. stock (US14149Y1082): EPS beat contrasts with recent share-price weakness
Cardinal Health Inc. reported stronger-than-expected fiscal Q3 2026 earnings, topping consensus estimates and raising its full-year EPS guidance. Despite this positive financial performance and an improved technical signal with the stock climbing above its 200-day moving average, the company's shares have experienced recent weakness, lagging behind some healthcare peers. This divergence suggests investors are weighing fundamental improvements against market sentiment and the performance of other healthcare segments like managed care.
McKesson stock (US58155Q1031): Results, pharmacy demand and US healthcare exposure
McKesson Corporation continues to be a key player in US healthcare distribution, benefiting from strong pharmacy and healthcare demand. The company's business model focuses on moving medicines through the healthcare system, linking its revenue to prescription volumes and healthcare utilization, making it an attractive option for investors seeking defensive healthcare exposure. While characterized by lower margins and high volume, its exposure to specialty pharmaceuticals and a stable customer base offers predictability in a volatile market, though it remains sensitive to regulatory changes and reimbursement pressures.
Top Archer Daniels Midland (ADM) Competitors 2026
This article analyzes Archer Daniels Midland (ADM) by comparing it to several competitors: Adecoagro (AGRO), Bunge Global (BG), Corteva (CTVA), McKesson (MCK), and Marathon Petroleum (MPC). It evaluates each comparison based on factors such as dividends, volatility, valuation, earnings, institutional ownership, profitability, and analyst recommendations. The analysis concludes with a summary for each competitor, indicating which stock performed better across the various metrics.
Cencora, Inc. Common Stock (NY: COR)
This article provides a list of recent news headlines related to Cencora, Inc. (NY: COR), formerly AmerisourceBergen. The news snippets cover topics such as promising chart action for Eli Lilly, McKesson, and Novartis, Cencora's Q4 FY23 earnings release, short interest analysis, and historical stock performance comparisons.
McKesson Corporation stock (US58155Q1031): FY2026 earnings beat, guidance raised and new $2.25 billi
McKesson Corporation reported strong fiscal 2026 results, exceeding $400 billion in revenue and beating adjusted EPS targets. The company raised its fiscal 2027 earnings outlook and initiated a new $2.25 billion accelerated share repurchase program, drawing attention from US healthcare investors. Despite the positive financial performance, the stock experienced a negative market reaction, partly due to revenue falling below some consensus expectations.
Cardinal Health (CAH) Valuation Check As Income Drop And Goodwill Impairment Pressure The Story
Cardinal Health (CAH) is back in focus following a decline in net income and a significant goodwill impairment in its latest quarter, despite strong long-term shareholder returns and an increased dividend. The company's valuation is debated, with one narrative suggesting it is 24% undervalued at $245.27 per share, while its current P/E ratio of 28.1x is above the industry average, implying less margin of safety. Investors are urged to consider key rewards and warning signs to form their own view on the stock's future prospects.
CAH Stock Down Nearly 9.4% YTD: Should You Buy, Hold or Sell?
Cardinal Health (CAH) stock has declined 9.4% year-to-date but has outperformed its industry and peers due to strong operational performance. Key growth drivers include specialty drug demand, the Red Oak Generics Program, and operational efficiency, leading to positive earnings estimate revisions. Despite a premium valuation and some potential normalization of growth drivers, analysts view CAH as a compelling investment due to its strong earnings trajectory and favorable industry trends, giving it a Zacks Rank #2 (Buy).
McKesson Corp. stock outperforms competitors on strong trading day
McKesson Corp. (MCK) saw its stock rise by 1.36% to $747.23 on Thursday, outperforming the broader market. This marked the third consecutive day of gains for the company, as the S&P 500 Index and Dow Jones Industrial Average also posted positive results.
McKesson Is Down 26% From Its 52-Week High. It May Finally Be Time to Buy
McKesson (MCK) stock has dropped 26% from its 52-week high, presenting a potential buying opportunity. Despite a revenue miss, the company's profitability remains strong due to its fee-for-service model unaffected by WAC price declines and continued GLP-1 growth. Additionally, the strategic reshaping of its Medical-Surgical Solutions (MMS) business, including a $1.25 billion investment from Apollo Funds, de-risks its planned IPO and highlights undervalued assets.
McKesson Corporation stock (US58155Q1031): Strong FY2026 results and raised guidance
McKesson Corporation reported strong fiscal 2026 results with revenues of $403.4 billion and adjusted EPS of $39.11, exceeding growth targets. The company also announced a raised FY2027 adjusted EPS guidance of $43.80-$44.60 and a new $2.25 billion accelerated share repurchase program. These positive developments highlight sustained demand and operational strength within the U.S. pharmaceutical distribution sector.
BranchLab Lands $26 Million in Series A
BranchLab, an AI platform for pharma commercialization based in Boulder, CO, has successfully raised $26 million in Series A funding, bringing its total funding to $35 million. The round was led by McKesson Ventures, with additional participation from FCA Venture Partners, Sanofi Ventures, and AIX Ventures. The company plans to use these funds to expand enterprise deployments, enhance integrations across the healthcare and media ecosystem, and further develop its unified AI platform.
5 Insightful Analyst Questions From McKesson’s Q1 Earnings Call
McKesson's Q1 results missed revenue expectations, attributed to lower branded pharmaceutical revenues and a dip in GLP-1 medication volumes, despite overall sales growth fueled by specialty pharmaceuticals and expanded networks. CEO Brian Tyler noted the impact of the Inflation Reduction Act but highlighted strong operating profit growth in core segments. Analysts' questions covered Prescription Technology Solutions growth, organic vs. inorganic growth in oncology, utilization trends, biosimilar impacts, and free cash flow guidance.
