SEC EDGARAUG 201 min read$CAH

Hollar Jason M. sold $29.4M of CAH

Hollar Jason M. (Chief Executive Officer) sold 124,529 shares of CARDINAL HEALTH INC (CAH) at an average of $235.89 ($233.22–$237.88, $29.38M total) across 10 trades over 2026-08-18 to 2026-08-19.

Original reporting

SEC EDGAR · Hollar Jason M.

Published Aug 20, 2026, 11:33 AM UTC

Analysis

alphai AI DeskAI-generated

Added to alphai Aug 20, 2026, 11:38 AM UTC. Informational, not investment advice.

How this was made

alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About alphai AI Desk Scoring methodology Report an issue

alphai market briefInsider activity

Primary signal

$CAH

Bearish

high confidence

Mentioned

$CAH

Relevance

7/10

alphai data visualization · based on SEC EDGAR

Decision brief

The 30-second read

$CAHBearishMed

Why it matters

The CEO's sizable share sale may influence investor sentiment and short‑term price action.

Market read

Insider sell by a top executive is a material event for a large‑cap health‑care distributor.

What to watch

No 10b5‑1 plan was in place, suggesting the trades were discretionary.

Relevance 7/10Novelty 8/10Timing: filed 2026‑08‑20, immediate market reaction expected

Background

Form 4 filing from SEC EDGAR discloses insider transactions.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$CAHBearishHigh confidence

Context

CEO Jason Hollar sold 124,529 shares for $29.4M in a Form 4 filing.

Expected impact

Potential short-term dip of 2‑4% as market digests the sale.

Evidence & confidence

The sale size ($29.4M) is material for a large‑cap health‑care distributor and the insider is the CEO, making the signal noteworthy.

Market effects

Sector

May raise concerns for the health‑care distribution sector about executive confidence.

Regional

U.S. market could see modest sell pressure in related distribution stocks.

Global

Limited to investors tracking U.S. health‑care distributors.

Counterpoint

What could challenge this read

The sale could be a routine portfolio rebalancing unrelated to company outlook.

Key entities

person
Jason M. Hollar
Chief Executive Officer of Cardinal Health
company
Cardinal Health Inc.
U.S. health‑care services and products distributor

Read at source ← All news

AUG 19

$CAHHighAI 8/10

Cardinal Health’s (CAH) Big Earnings Beat Hides a More Complicated Story

Cardinal Health (CAH) reported Q4 2026 earnings with non-GAAP EPS up 40% YoY to $2.91, including a $0.31 one-time tariff refund. Revenue reached $63.7B, up 6% YoY. Full-year adjusted free cash flow hit $5B. Guidance suggests slower growth ahead. The company expanded its buyback program by $5B to $6.4B.

yahoo.com2 min

AUG 18

$CAHHighAI 9/10

Cardinal Health (CAH) Q4 2026 Earnings Call Transcript

Cardinal Health (CAH) reported Q4 2026 revenue of $63.7B, up 6%, driven by Pharmaceutical and Specialty Solutions. Non-GAAP EPS was $2.91, up 40%. Fiscal 2027 guidance includes 3-5% pharma revenue growth and 8-11% profit growth. The company plans $1B in share repurchases and increased its authorization to $6.4B. Management cited risks from geopolitical instability and IRA price changes.

fool.com6 min

AUG 18

$CAHMed

5 Revealing Analyst Questions From Cardinal Health’s Q2 Earnings Call

Cardinal Health reported Q2 revenue of $63.67B, below Wall Street’s $65.42B estimate, but adjusted EPS of $2.60 beat the $2.42 estimate. Management cited demand in Pharmaceutical and Specialty Solutions and progress on its improvement plan in Global Medical Products and Distribution. Guidance for FY2027 adjusted EPS midpoint was $12.50. Analysts asked about specialty growth, M&A, regulatory impacts, and input costs.

financialcontent.com7 min

AUG 17

$BAXMed

Baxter’s interim CFO is leaving for Cardinal Health

Baxter said in SEC filings that interim CFO Anita Zielinski will leave in September. She will join Cardinal Health as chief accounting officer and SVP of finance on Nov. 5, with a $750,000 sign-on bonus and $1 million in time-vesting RSUs. Baxter has not named a successor. Baxter recently raised its full-year outlook to 3%-4% sales growth and adjusted EPS of $1.95-$2.15.

massdevice.com4 min

AUG 14

$CAHMed

Stronger Results, Bigger Buyback and More Credit Capacity Might Change The Case For Investing In Cardinal Health (CAH)

Cardinal Health (CAH) reported stronger Q4 and full-year results, with quarterly sales of US$63,672 million and quarterly net income of US$398 million, and expanded its revolving credit capacity to US$4.00 billion. The company authorized a new US$5.00 billion share repurchase program and declared a US$0.5158 quarterly dividend, while continuing product recall activity.

simplywall.st4 min

AUG 11

$CAHMedAI 8/10

We're lifting our price target on Cardinal Health after issuing rosy profit guidance

Cardinal Health (CAH) reported fiscal 2026 Q4 results for the three months ended June 30. Revenue rose about 6% to $63.67B, below LSEG’s $65.03B estimate. Adjusted EPS was $2.60 vs $2.42 consensus, excluding a 31-cent tariff-refund benefit. The firm raised its price target to $265 from $245 and kept a hold-equivalent 2 rating.

cnbc.com7 min