Sivik Global Healthcare LLC Increases Position in McKesson Corporation $MCK

Sivik Global Healthcare LLC lifted its holdings in shares of McKesson Corporation (NYSE:MCK) by 28.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,000 shares of the company’s stock after purchasing an additional 2,000 shares during the period. McKesson accounts for about 2.1% of Sivik Global Healthcare LLC’s portfolio, making the stock its 4th biggest position. Sivik Global Healthcare LLC’s holdings in McKesson were worth $7,383,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in MCK. Brighton Jones LLC boosted its holdings in McKesson by 46.3% in the fourth quarter. Brighton Jones LLC now owns 2,523 shares of the company’s stock worth $1,438,000 after acquiring an additional 798 shares in the last quarter. Caxton Associates LLP bought a new position in McKesson in the first quarter worth approximately $233,000. Sivia Capital Partners LLC lifted its holdings in shares of McKesson by 77.9% in the second quarter. Sivia Capital Partners LLC now owns 685 shares of the company’s stock valued at $502,000 after purchasing an additional 300 shares in the last quarter. Cresset Asset Management LLC lifted its holdings in shares of McKesson by 28.7% in the second quarter. Cresset Asset Management LLC now owns 1,176 shares of the company’s stock valued at $863,000 after purchasing an additional 262 shares in the last quarter. Finally, StoneX Group Inc. lifted its holdings in shares of McKesson by 23.6% in the second quarter. StoneX Group Inc. now owns 1,115 shares of the company’s stock valued at $817,000 after purchasing an additional 213 shares in the last quarter. Institutional investors own 85.07% of the company’s stock.

McKesson Stock Performance

Shares of NYSE MCK opened at $855.70 on Wednesday. The stock has a market cap of $104.81 billion, a PE ratio of 24.61, a price-to-earnings-growth ratio of 1.26 and a beta of 0.42. McKesson Corporation has a fifty-two week low of $637.00 and a fifty-two week high of $999.00. The stock has a fifty day moving average of $913.59 and a 200-day moving average of $848.97.

McKesson (NYSE:MCK) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $9.34 earnings per share for the quarter, beating the consensus estimate of $9.19 by $0.15. The company had revenue of $106.16 billion during the quarter, compared to analysts’ expectations of $105.98 billion. McKesson had a negative return on equity of 338.97% and a net margin of 1.09%.The firm’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same period in the previous year, the business earned $8.03 earnings per share. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. On average, sell-side analysts predict that McKesson Corporation will post 32.77 EPS for the current year.

McKesson Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Monday, March 2nd were paid a dividend of $0.82 per share. The ex-dividend date of this dividend was Monday, March 2nd. This represents a $3.28 annualized dividend and a yield of 0.4%. McKesson’s dividend payout ratio (DPR) is currently 9.43%.

Trending Headlines about McKesson

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: McKesson’s earnings‑beat track record and current indicators suggest another likely upside surprise; the company beat the prior quarter’s EPS and has set FY‑2026 guidance that supports expectations for continued profitability. Will McKesson (MCK) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: McKesson secured new $2 billion in senior credit facilities, strengthening liquidity and giving management flexibility to fund operations, dividends, share buybacks or strategic initiatives without near‑term refinancing pressure. McKesson Secures New $2 Billion Senior Credit Facilities
• Neutral Sentiment: McKesson is being highlighted in dividend‑focused screens and lists as a consistent dividend payer, which can support steady investor demand but is not new company‑specific news. 5 Best Consistent Dividend Stocks to Buy Right Now
• Negative Sentiment: Bank of America trimmed its price target to $1,000 (from $1,040) while keeping a Buy rating, citing rapid declines in cash‑pay GLP‑1 pricing as a growing headwind — a risk to specialty pharmacy/retail dispensing margins and distribution revenue mix. That analyst note is a primary near‑term bearish catalyst. BofA Lowers McKesson (MCK) Price Target, Flags GLP-1 Pricing Pressure

Insiders Place Their Bets

In related news, EVP Michele Lau sold 2,725 shares of McKesson stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $990.00, for a total transaction of $2,697,750.00. Following the completion of the sale, the executive vice president owned 3,247 shares of the company’s stock, valued at approximately $3,214,530. This trade represents a 45.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Napoleon B. Rutledge, Jr. sold 328 shares of McKesson stock in a transaction on Friday, February 6th. The shares were sold at an average price of $955.00, for a total value of $313,240.00. The SEC filing for this sale provides additional information. Insiders sold a total of 3,592 shares of company stock worth $3,518,555 over the last three months. Corporate insiders own 0.08% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on MCK shares. Bank of America dropped their target price on McKesson from $1,040.00 to $1,000.00 and set a “buy” rating on the stock in a report on Monday. Morgan Stanley restated an “overweight” rating and issued a $966.00 target price on shares of McKesson in a report on Thursday, January 29th. Wells Fargo & Company raised their target price on McKesson from $914.00 to $925.00 and gave the company an “equal weight” rating in a report on Thursday, February 5th. JPMorgan Chase & Co. raised their target price on McKesson from $983.00 to $1,107.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of McKesson in a research report on Wednesday, December 10th. Thirteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, McKesson currently has a consensus rating of “Moderate Buy” and a consensus target price of $970.93.

About McKesson

McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.

The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.