McKesson Corporation (MCK) – What Are Researchers Saying About This Stock?

McKesson Corporation (NYSE:MCK) has earned a consensus rating of “Moderate Buy” from the nineteen research firms that are currently covering the company, Marketbeat.com reports. Four analysts have rated the stock with a hold rating and fifteen have given a buy rating to the company. The average twelve-month price objective among brokerages that have issued ratings on the stock in the last year is $1,026.18.

Several equities research analysts have recently commented on MCK shares. Argus boosted their price target on McKesson from $850.00 to $970.00 and gave the stock a “buy” rating in a research note on Thursday, September 3rd. Morgan Stanley set a $977.00 price target on McKesson in a report on Tuesday, October 6th. Evercore reaffirmed an “outperform” rating and issued a $950.00 price objective (down from $1,000.00) on shares of McKesson in a research note on Thursday, August 6th. Wells Fargo & Company lifted their price objective on McKesson from $812.00 to $933.00 and gave the stock an “equal weight” rating in a report on Tuesday, August 11th. Finally, Weiss Ratings upgraded McKesson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, September 4th.

More McKesson News

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: McKesson beat fiscal Q2 2027 estimates, reporting adjusted EPS of $11.68 and revenue of about $111 billion, up roughly 7.5% year over year. The company also raised its fiscal 2027 adjusted EPS outlook to $45.60–$46.40, supported by specialty-drug demand, higher prescription volumes and operating gains. MCK Q2 Earnings Beat Estimates on Specialty Growth, Outlook Raised
• Positive Sentiment: Analyst sentiment has strengthened: UBS raised its price target to $1,250 and maintained a Buy rating, while TD Cowen and Leerink Partners lifted targets to $1,200. Separately, Zacks upgraded MCK to Rank #2 (Buy), citing improving earnings prospects. Zacks upgrades McKesson to Buy
• Neutral Sentiment: EVP Francisco Fraga sold 650 shares under a pre-arranged Rule 10b5-1 plan and retained 4,414 shares. The filing does not explain the purpose of this latest sale; an earlier sale was described as covering tax withholding on vested equity awards. SEC filing
• Negative Sentiment: RBC raised its price target but kept a Sector Perform rating and set a $965 target, below the recent share price. That more cautious view may temper enthusiasm after MCK’s strong run. RBC comments on McKesson’s execution

McKesson Stock Down 0.0%

Shares of NYSE MCK opened at $1,060.79 on Monday. The stock has a market capitalization of $122.48 billion, a price-to-earnings ratio of 27.28, a price-to-earnings-growth ratio of 1.97 and a beta of 0.27. McKesson has a 52 week low of $723.68 and a 52 week high of $1,121.50. The firm has a 50-day moving average price of $938.13 and a 200 day moving average price of $868.12.

McKesson (NYSE:MCK) last issued its earnings results on Wednesday, November 4th. The company reported $11.68 earnings per share for the quarter, topping the consensus estimate of $10.72 by $0.96. McKesson had a net margin of 1.12% and a negative return on equity of 202.94%. The company had revenue of $110.96 billion for the quarter, compared to analyst estimates of $109.90 billion. During the same period in the prior year, the business posted $9.86 earnings per share. The firm’s revenue for the quarter was up 7.5% compared to the same quarter last year. Equities research analysts expect that McKesson will post 46.21 EPS for the current fiscal year.

McKesson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Tuesday, December 1st will be given a $0.94 dividend. The ex-dividend date is Tuesday, December 1st. This represents a $3.76 dividend on an annualized basis and a dividend yield of 0.4%. McKesson’s dividend payout ratio (DPR) is currently 9.67%.

Insider Buying and Selling at McKesson

In other news, CAO B Jr sold 111 shares of McKesson stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $891.45, for a total transaction of $98,950.95. Following the completion of the transaction, the chief accounting officer owned 521 shares of the company’s stock, valued at $464,445.45. The trade was a 17.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Francisco Fraga sold 800 shares of the business’s stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $995.80, for a total transaction of $796,640.00. Following the completion of the sale, the executive vice president owned 5,423 shares in the company, valued at $5,400,223.40. This represents a 12.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 2,161 shares of company stock valued at $2,242,515 in the last ninety days. Corporate insiders own 0.06% of the company’s stock.

Institutional Trading of McKesson

Institutional investors and hedge funds have recently modified their holdings of the business. Rosenberg Matthew Hamilton raised its position in shares of McKesson by 2.8% in the 3rd quarter. Rosenberg Matthew Hamilton now owns 406 shares of the company’s stock valued at $347,000 after purchasing an additional 11 shares in the last quarter. Avail Investment Partners LLC boosted its stake in shares of McKesson by 1.7% during the 3rd quarter. Avail Investment Partners LLC now owns 662 shares of the company’s stock valued at $566,000 after buying an additional 11 shares during the last quarter. Commonwealth Financial Services LLC boosted its stake in shares of McKesson by 3.8% during the 3rd quarter. Commonwealth Financial Services LLC now owns 304 shares of the company’s stock valued at $260,000 after buying an additional 11 shares during the last quarter. Stephens Inc. AR grew its position in shares of McKesson by 0.8% during the first quarter. Stephens Inc. AR now owns 1,581 shares of the company’s stock worth $1,368,000 after buying an additional 12 shares in the last quarter. Finally, WealthPLAN Partners LLC grew its position in shares of McKesson by 0.4% during the third quarter. WealthPLAN Partners LLC now owns 3,190 shares of the company’s stock worth $2,724,000 after buying an additional 12 shares in the last quarter. Hedge funds and other institutional investors own 85.07% of the company’s stock.

About McKesson

McKesson Corporation is a healthcare services and information technology company that distributes pharmaceuticals and other medical products. Its customers include pharmacies, hospitals, health systems, clinics and other healthcare providers.

The company also provides medical-surgical supplies and technology and services that support pharmacy operations, prescription management and care delivery. Its offerings include specialized support for oncology and other areas of care.

Founded in 1833, McKesson serves customers primarily in the United States and Canada.