$COR

GREENBERG LON R sold 1,280 shares of Cencora, Inc. (COR) at $321.30 ($0.41M total) on 2026-09-16.

Cencora (COR), a $61.6B pharmaceutical distributor, is down 14% from its 52-week high but up 18.5% over 3 months, outperforming the Dow. Its Q3 revenue missed estimates, but adjusted EPS beat forecasts. Analysts rate it a 'Strong Buy' with a $366.50 target, implying 12.9% upside. Peer Cardinal Health (CAH) gained 60% over the past year.

Cencora's Gregg Gorniak discusses DSCSA compliance investments, emphasizing the need for shared value among supply chain partners. He highlights operational improvements from bundling, but notes adoption depends on mutual economic benefits. Gorniak argues compliance investments must deliver returns across partnerships to drive innovation. His session at HDA’s 2026 Traceability Seminar will outline a framework for strategic growth through compliance.

Cencora (COR) is down 6.7% since reporting Q2 earnings, trading at $97.38. Progyny (PGNY) reported $350.5M revenue, up 5.3% YoY, but missed EBITDA guidance, dropping 14.1% to $25.94. Humana (HUM) reported $40.87B revenue, up 26.2% YoY, beating estimates, and rose 5% to $407.96. Cigna (CI) reported $71.56B revenue, up 6.6% YoY, beating estimates, but fell 4% to $284.64.

Cencora (COR) reported Q3 2026 adjusted EPS of $4.48, beating estimates, and raised full-year guidance. Shares fell 1.86% to $330.95 but gained 20.75% over 90 days. The company's long-term returns are strong, with a 1-year return of 14.01% and a 5-year return of 183.23%. Analysts suggest fair value at $372.58, citing digital investments and healthcare trends.

Campbell Elizabeth S (Executive Vice President) sold 11,300 shares of Cencora, Inc. (COR) at $324.12 ($3.66M total) on 2026-08-24.

McKesson (MCK) and Cencora (COR) are positioned to benefit from certain drug price inflation due to contractual provisions. McKesson reported $403.4B revenue and $39.11 EPS for fiscal 2026, with Q1 2027 revenue at $105.4B and EPS at $9.93. Cencora generated $321.3B revenue in fiscal 2025, with Q2 revenue at $78.4B and EPS at $4.75. Both companies have raised EPS forecasts.

McKesson (MCK) and Cencora (COR) benefit from drug price increases due to inflation-based compensation clauses. McKesson reported $403.4B revenue in 2026, up 12%, and raised EPS guidance. Cencora posted $321.3B revenue in 2025, up 3.8%, and increased EPS guidance. Both companies' contracts allow gains from manufacturer price hikes, but risks include regulation and cost pressures.

CVS Health (CVS) reported $106.1B revenue, up 7.3% YoY, beating estimates. Despite strong earnings, its stock fell 10.2% to $93.76. Progyny (PGNY) reported $350.5M revenue, up 5.3% YoY, but missed EBITDA guidance, causing a 15.3% stock drop to $25.58. Cencora (COR) reported $84.75B revenue, up 5.1% YoY, in line with expectations, with a 3.2% stock increase to $316.20. UnitedHealth (UNH) reported $112B revenue, flat YoY, beating estimates, but its stock fell 7.1% to $388.62.

The Consumer Price Index rose 3.4% year-over-year in July, driven by energy, electricity, and food price increases. The Trump administration's policies have contributed to inflation, according to the Congressional Budget Office. McKesson (MCK) and Cencora (COR) are pharmaceutical distributors with contracts that may benefit from certain drug price increases. McKesson reported $403.4B in fiscal 2026 revenue and raised its full-year EPS forecast. Cencora generated $321.3B in fiscal 2025 revenue an