MCKESSON CORP
McKesson is a healthcare services company that partners with biopharma companies, care providers, pharmacies, manufacturers, governments and others to provide products, insights and services. It distributes branded, generic, specialty, biosimilar and over-the-counter drugs and other healthcare products to customers in the U.S. and Canada, and offers logistics, technology, consulting and operational services to pharmacies, hospitals, manufacturers, physicians, payors and patients. McKesson has four reportable segments: North American Pharmaceutical; Oncology & Multispecialty, which provides specialty distribution, practice support, research and technology services; Prescription Technology Solutions, which connects patients and healthcare organizations to support medication access and affordability; and Medical-Surgical Solutions, which distributes medical-surgical supplies, laboratory equipment and pharmaceuticals and provides related services to non-acute U.S. healthcare providers. Its offerings include the Health Mart pharmacy network, the U.S. Oncology Network, Ontada and Canadian pharmacy banners including IDA and Guardian. McKesson is headquartered in Irving, Texas.
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McKesson (MCK) shares surged 13.1% following Q3 results. The company reported 20% EPS growth, $15B in GLP-1 medication distribution, and raised full-year guidance. Management also increased the dividend by 15%.
Cardinal Health (CAH) and McKesson (MCK) won DLA contracts worth $2.7B and $741.5M respectively for medical surgical supplies. The contracts last until 2029 with option periods. Customers include military branches and health agencies. Defense working capital funds from 2027-2030 will finance the contracts.
McKesson (MCK) shares fell 2.6% to $967.02, underperforming the S&P 500's 0.6% gain. The stock rose 15.95% over the past month. The company's Q4 earnings, due Nov 4, 2026, are expected to show an 8.42% increase in EPS to $10.69 and a 6.75% revenue rise to $110.11B. Full-year estimates project EPS of $44.71 and revenue of $429.01B, up 14.32% and 6.34% respectively. MCK has a Forward P/E of 22.21 and a PEG ratio of 1.97, both higher than industry averages.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning MCK (MCKESSON CORP). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent MCK coverage spans financial news, earnings and corporate actions.
In the last 30 days, MCK insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($797K). The most active reporter was Fraga Francisco, EVP, CIO and CTO, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The piece frames a strong Q3 earnings outcome plus raised guidance and a 15% dividend increase, supporting bullish near-term sentiment.
The contract provides a steady revenue stream through 2029.
Pre‑earnings guidance suggests modest growth; traders may position for a move on the actual results.
Potential positive impact on McKesson's logistics network and regional market perception.
Dividend announcement may attract income-focused investors, providing modest upside pressure.
AlphAI scores every news story that mentions MCK with an AI model for sentiment and relevance, and aggregates insider trades from MCKESSON CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
McKesson (MCK) shares surged 13.1% following Q3 results. The company reported 20% EPS growth, $15B in GLP-1 medication distribution, and raised full-year guidance. Management also increased the dividend by 15%.
3 min readCardinal Health (CAH) and McKesson (MCK) won DLA contracts worth $2.7B and $741.5M respectively for medical surgical supplies. The contracts last until 2029 with option periods. Customers include military branches and health agencies. Defense working capital funds from 2027-2030 will finance the contracts.
2 min readMcKesson (MCK) shares fell 2.6% to $967.02, underperforming the S&P 500's 0.6% gain. The stock rose 15.95% over the past month. The company's Q4 earnings, due Nov 4, 2026, are expected to show an 8.42% increase in EPS to $10.69 and a 6.75% revenue rise to $110.11B. Full-year estimates project EPS of $44.71 and revenue of $429.01B, up 14.32% and 6.34% respectively. MCK has a Forward P/E of 22.21 and a PEG ratio of 1.97, both higher than industry averages.
1 min readMcKesson (MCK) will invest $179M in a 330,000 sq. ft. regional distribution center in Moore, Oklahoma, creating 200+ jobs. The site's location, readiness, and regional coordination influenced the decision, according to the company.
2 min readMcKesson Corporation's board declared a quarterly dividend of $0.94 per share, payable January 4, 2027, to shareholders of record December 1, 2026. The company focuses on pharmaceutical distribution and healthcare technology services.
1 min readMizuho raised its price target for McKesson to $1,020 from $905. The stock has gained 5.72% year-to-date and 23.18% over 5 days. UBS also recently increased its target to $1,200 from $1,080, maintaining a Buy rating.
1 min readMcKesson Corp (MCK) EVP Francisco Fraga sold 800 shares at $995.8 each, totaling $796,640. He now owns 5,423.496 shares. Over the past year, MCK insiders sold 18 times with no buys. MCK trades at a P/E of 27.04, above industry and historical medians, and is modestly overvalued per GF Value.
1 min readFraga Francisco (EVP, CIO and CTO) sold 800 shares of MCKESSON CORP (MCK) at $995.80 ($0.80M total) on 2026-10-15 under a Rule 10b5-1 trading plan.
1 min readUBS raised its price target for McKesson to $1,200 from $1,080 while maintaining a buy rating. The stock is currently trading at $1,003.26, up 0.46% on the day and 7.35% over the past year. Baird also recently adjusted its price target for McKesson to $1,017 from $1,015.
1 min readJim Cramer called McKesson (NYSE:MCK) a 'winner' and expects it to rise further. Leerink Partners raised its price target to $1,070. Cramer criticized X-Energy (NASDAQ:XE) for losing money, while Morgan Stanley lowered its target to $34. He advised waiting for Vishay Precision (NYSE:VPG) to drop 10% before buying. Medtronic (NYSE:MDT) was favored over MiniMed (NASDAQ:MMED), with BTIG lowering its target to $99. Cramer also discouraged investing in Cipher (NASDAQ:CIFR) due to losses.
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