Cencora (NYSE:COR) Releases FY 2026 Earnings Guidance

Cencora (NYSE:COR) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 17.450-17.600 for the period, compared to the consensus EPS estimate of 17.610. The company issued revenue guidance of $343.8 billion-$350.2 billion, compared to the consensus revenue estimate of $340.7 billion.

Wall Street Analyst Weigh In

COR has been the topic of a number of recent research reports. Evercore lowered their target price on Cencora from $440.00 to $420.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. Jefferies Financial Group upgraded Cencora from an “underperform” rating to a “buy” rating in a research note on Thursday, January 22nd. Wells Fargo & Company raised their target price on shares of Cencora from $405.00 to $429.00 and gave the company an “overweight” rating in a research note on Tuesday. Mizuho boosted their target price on shares of Cencora from $340.00 to $380.00 and gave the stock an “outperform” rating in a report on Thursday, November 6th. Finally, Wall Street Zen downgraded shares of Cencora from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $399.00.

Cencora Price Performance

Shares of NYSE:COR traded up $11.04 during trading on Friday, reaching $362.10. 302,189 shares of the company traded hands, compared to its average volume of 1,296,841. The firm has a market capitalization of $70.24 billion, a PE ratio of 43.53, a PEG ratio of 1.69 and a beta of 0.68. Cencora has a 52 week low of $237.71 and a 52 week high of $377.54. The company has a quick ratio of 0.51, a current ratio of 0.92 and a debt-to-equity ratio of 3.62. The company’s 50 day moving average is $347.08 and its two-hundred day moving average is $327.83.

Cencora (NYSE:COR) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $4.08 EPS for the quarter, beating analysts’ consensus estimates of $4.04 by $0.04. The business had revenue of $85.93 billion during the quarter, compared to the consensus estimate of $86.12 billion. Cencora had a return on equity of 176.54% and a net margin of 0.50%.Cencora’s revenue for the quarter was up 5.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.73 earnings per share. As a group, sell-side analysts predict that Cencora will post 15.37 earnings per share for the current year.

Cencora Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Friday, February 13th will be issued a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. Cencora’s dividend payout ratio is 28.85%.

Insider Activity at Cencora

In related news, EVP Silvana Battaglia sold 1,677 shares of Cencora stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $345.00, for a total value of $578,565.00. Following the transaction, the executive vice president directly owned 18,796 shares of the company’s stock, valued at $6,484,620. This trade represents a 8.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Elizabeth S. Campbell sold 3,351 shares of the company’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $342.10, for a total value of $1,146,377.10. Following the sale, the executive vice president owned 23,891 shares of the company’s stock, valued at $8,173,111.10. The trade was a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 20,316 shares of company stock valued at $7,151,265 over the last three months. 0.38% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. United Bank grew its holdings in Cencora by 4.5% during the 2nd quarter. United Bank now owns 7,032 shares of the company’s stock worth $2,109,000 after acquiring an additional 305 shares during the last quarter. Nebula Research & Development LLC acquired a new position in shares of Cencora during the second quarter worth $595,000. Treasurer of the State of North Carolina grew its stake in shares of Cencora by 7.9% in the second quarter. Treasurer of the State of North Carolina now owns 85,534 shares of the company’s stock worth $25,647,000 after purchasing an additional 6,244 shares during the last quarter. Diversify Advisory Services LLC increased its holdings in Cencora by 94.1% in the second quarter. Diversify Advisory Services LLC now owns 2,585 shares of the company’s stock valued at $747,000 after purchasing an additional 1,253 shares during the period. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its position in Cencora by 26.0% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 73,452 shares of the company’s stock worth $22,025,000 after purchasing an additional 15,154 shares during the last quarter. Institutional investors and hedge funds own 97.52% of the company’s stock.

Cencora Company Profile

Cencora (NYSE:COR) is a global healthcare services and pharmaceutical distribution company that provides end-to-end solutions across the pharmaceutical supply chain. The company’s core activities include wholesale drug distribution, specialty drug distribution, and the operation of specialty pharmacies, complemented by logistics, cold-chain management and other fulfillment services designed to support complex and temperature-sensitive therapies.

Beyond physical distribution, Cencora offers a range of commercial and patient-focused services for pharmaceutical manufacturers and healthcare providers.