$COR

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

RBC Capital initiated Cencora (NYSE:COR) with a Sector Perform rating and $330 price target. The company's specialty pharma growth is noted, but concerns exist over margins and IRA-related headwinds. Cencora's Q3 2026 earnings beat expectations, with revenue up 5% YoY. The firm expects biosimilars to boost operating income by $185M by 2028.

Cencora reported Q3 2026 sales of $84.75B and net income of $763.52M, declared a $0.60 quarterly dividend, and amended credit facilities to expand liquidity and extend maturities. The article cites continued share repurchases totaling 7,950,265 shares for $2.00B and a multi-currency revolving credit facility expanded to $7.00B with maturities to 2031.

Cencora, Inc. (COR) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 13, 2026, following the conclusion of the quarterly meeting of the Board of Directors (the “Board”) of Cencora,

Cencora (COR) is a pharma distributor with a $65B market cap. The stock lagged the S&P 500 over 1 year and fell in 2026. After Q3 2026 results on Aug. 5, revenue was $84.8B (below estimates) but adjusted EPS was $4.48 (above). Full-year EPS guidance is $17.75-$17.95. Morgan Stanley raised its COR target to $346.

Cencora (COR) shares fell 4.2% after the company said some Walgreens volume handled outside its prime vendor agreement began shifting to rival distributors as of July 1, 2026. Cencora said its core prime agreement remains intact and reaffirmed FY2026 adjusted diluted EPS guidance of $17.75 to $17.95. Wells Fargo raised its COR price target to $395. CFO James Cleary plans to sell about 20,000 shares.