$MCK

MCKESSON CORP

AlphAI earnings readFiscal 2027 first quarter · AUG 5McKesson Reports Fiscal 2027 First Quarter Results and Raises Full Year Adjusted EPS GuidanceVerdict: strong

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See all $MCK insider activity →
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Alluvium Raised Its McKesson (MCK) Stake as Long-Term Growth Expectations Remain Strong

Alluvium Asset Management increased its stake in McKesson (MCK) due to strong long-term growth expectations. McKesson's stock was down 12.6% in the quarter but reported earnings in line with expectations. The company provided strong guidance for next year's earnings. McKesson's stock price is $899.56, with a 52-week gain of 29.95%.

RBC Capital Reaffirms Their Hold Rating on McKesson (MCK)

RBC Capital analyst Ryan Halsted maintained a Hold rating on McKesson (MCK) with a $845 price target. McKesson has a Strong Buy consensus and $987.75 average price target. Q2 revenue was $105.38B, down from $97.83B last year, with net profit decreasing from $784M to $614M. Insider sentiment is negative, with increased selling activity.

Does Raised EPS Guidance Change The Bull Case For McKesson Stock (MCK)?

McKesson (MCK) raised its full-year EPS guidance to 13-15% (15-17% excluding prior-year items) and plans to rebrand its Medical-Surgical unit as Wellverse, targeting an IPO in 2H 2027. The company also aims to acquire Precision Medicine Group to expand oncology and biopharma services. Management highlights core operations are tracking ahead, but structural pressures on drug pricing and high leverage remain risks. McKesson projects $502.2B revenue and $6.3B earnings by 2029, implying 6.9% yearly

MCK sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 5 news stories mentioning MCK (MCKESSON CORP). Coverage has skewed bullish: 3 bullish, 1 neutral, and 1 bearish.

Recent MCK coverage spans financial news, earnings and mergers & acquisitions.

In the last 30 days, MCK insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($99K). The most active reporter was Rutledge Napoleon B JR, SVP, Controller & CAO, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving MCK

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.

News on $MCK

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RBC Capital Reaffirms Their Hold Rating on McKesson (MCK)

RBC Capital analyst Ryan Halsted maintained a Hold rating on McKesson (MCK) with a $845 price target. McKesson has a Strong Buy consensus and $987.75 average price target. Q2 revenue was $105.38B, down from $97.83B last year, with net profit decreasing from $784M to $614M. Insider sentiment is negative, with increased selling activity.

$MCKMed

Does Raised EPS Guidance Change The Bull Case For McKesson Stock (MCK)?

McKesson (MCK) raised its full-year EPS guidance to 13-15% (15-17% excluding prior-year items) and plans to rebrand its Medical-Surgical unit as Wellverse, targeting an IPO in 2H 2027. The company also aims to acquire Precision Medicine Group to expand oncology and biopharma services. Management highlights core operations are tracking ahead, but structural pressures on drug pricing and high leverage remain risks. McKesson projects $502.2B revenue and $6.3B earnings by 2029, implying 6.9% yearly

$MCKHigh

McKesson Raises Outlook, Eyes Oncology Growth With Precision Medicine Deal

McKesson (MCK) raised its outlook, citing growth in its Oncology & Multispecialty segment, which saw 33% revenue growth and 41% adjusted operating profit growth in Q1. The company also announced a deal for Precision Medicine Group, expected to be strategically and financially accretive. McKesson's RxTS segment grew 9% in revenue and 13% in adjusted operating profit, with GLP-1-related business accounting for 11% of its revenue. The company plans to invest more in growth, automation, and technolo

$MCKLow

McKesson Corp (MCK) Insider Sale: SVP, Controller & CAO Rutledge

McKesson Corp (MCK) SVP, Controller & CAO Rutledge sold 111 shares on 2026-09-08, reducing holdings to 521 shares. Over the past year, Rutledge sold 901 shares with no purchases, part of a broader pattern of 17 insider sells and 0 buys. McKesson, a healthcare services company, trades at $891.45 with a P/E of 23.65, deemed fairly valued by GuruFocus's GF Value.

$CAHMedAI 8/10

4 companies on verge of settling US opioid lawsuits

AmerisourceBergen, Cardinal Health, McKesson, and Johnson & Johnson are nearing a $26B settlement for opioid lawsuits. New York reached a separate $1B deal with the distributors. Johnson & Johnson will contribute up to $5B nationally. Trials continue elsewhere.

$MCKMedAI 8/10

McKesson Bets $2.25 Billion More on Oncology With Precision Medicine Buy

McKesson (NYSE:MCK) to acquire Precision Medicine Group for $2.25B, expanding its oncology and specialty care business. The deal aims to enhance clinical research and commercialization services, with Precision Medicine joining McKesson's Oncology & Multispecialty segment. McKesson has been divesting non-core assets to fund such investments, and the Oncology segment saw 33% revenue growth in Q1 2026. However, the deal's timeline and integration risks remain uncertain.

$MCKHighAI 8/10

McKesson Stock: Is MCK Outperforming the Healthcare Sector?

McKesson (MCK), a $107.4B healthcare distributor, has outperformed the sector, rising 24.6% in 3 months and 33.4% in 52 weeks. Q1 2027 revenue hit $105.4B, up 7.7% YoY, with adjusted EPS of $9.93. The company raised full-year EPS guidance to $44.60. Analysts rate MCK a 'Strong Buy' with a $984.29 price target.

Healthcare Giant McKesson Investigates Data Breach Incident

McKesson, a major healthcare distributor, is investigating a data breach claimed by ShinyHunters, affecting a subset of customers in its Oncology & Multispecialty and Medical-Surgical units. The company confirmed unauthorized access and data exfiltration but stated customer service remains unaffected. ShinyHunters allegedly compromised 284 million records and demanded a $55 million ransom. Experts highlight the risks of third-party application security.

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