US Bancorp DE Sells 1,002 Shares of McKesson Corporation $MCK

US Bancorp DE trimmed its stake in McKesson Corporation (NYSE:MCK) by 1.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 80,575 shares of the company’s stock after selling 1,002 shares during the period. US Bancorp DE owned approximately 0.07% of McKesson worth $66,096,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. lifted its stake in shares of McKesson by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 12,104,719 shares of the company’s stock valued at $9,929,380,000 after purchasing an additional 73,109 shares during the last quarter. State Street Corp lifted its stake in shares of McKesson by 0.9% during the 3rd quarter. State Street Corp now owns 5,750,519 shares of the company’s stock worth $4,447,110,000 after acquiring an additional 51,510 shares during the last quarter. Franklin Resources Inc. lifted its stake in shares of McKesson by 3.5% during the 3rd quarter. Franklin Resources Inc. now owns 2,681,321 shares of the company’s stock worth $2,071,428,000 after acquiring an additional 90,948 shares during the last quarter. Alliancebernstein L.P. lifted its stake in shares of McKesson by 5.6% during the 3rd quarter. Alliancebernstein L.P. now owns 2,394,699 shares of the company’s stock worth $1,850,001,000 after acquiring an additional 126,684 shares during the last quarter. Finally, Northern Trust Corp lifted its stake in shares of McKesson by 0.4% during the 3rd quarter. Northern Trust Corp now owns 1,532,856 shares of the company’s stock worth $1,184,193,000 after acquiring an additional 6,613 shares during the last quarter. 85.07% of the stock is owned by institutional investors.

Insider Transactions at McKesson

In other McKesson news, EVP Leann B. Smith sold 190 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $945.00, for a total transaction of $179,550.00. Following the transaction, the executive vice president directly owned 2,989 shares in the company, valued at $2,824,605. This trade represents a 5.98% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Napoleon B. Rutledge, Jr. sold 328 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $955.00, for a total value of $313,240.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 3,592 shares of company stock valued at $3,518,555. Company insiders own 0.08% of the company’s stock.

More McKesson News

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: William Blair initiated coverage with an Outperform rating, calling McKesson’s business a “durable competitive moat” and highlighting specialty-led growth upside — a catalyst for improved investor sentiment and support for McKesson’s premium valuation. William Blair Starts McKesson at Outperform
• Positive Sentiment: McKesson Canada won a national distribution agreement with naturemary, expanding retail reach into thousands of pharmacies — a small but tangible example of continued distribution wins that support recurring revenue. naturemary Secures National Distribution with McKesson Canada
• Neutral Sentiment: Analysts are re?examining McKesson’s valuation around biosimilars and co?manufacturing optionality; fair?value estimates changed only marginally, suggesting upside remains tied to execution on specialty and biosimilar initiatives. Watch pipeline and margin signals. Narrative On McKesson Shifting Around Biosimilars And Valuation Premium
• Neutral Sentiment: McKesson sold its stake in Medical?Surgical Solutions — a portfolio reshaping move that could free capital or simplify operations, but is unlikely to materially change near?term earnings. McKesson sells stake in Medical-Surgical Solutions
• Negative Sentiment: Pre?earnings coverage (Yahoo/Zacks) flags McKesson lacks the “right combination” of factors to produce an earnings beat in the upcoming report, increasing downside risk into the print and making the stock vulnerable to disappointment. McKesson Earnings Expected to Grow: What to Know Ahead of Next Week’s Release Zacks Earnings Preview
• Negative Sentiment: Recent coverage noted McKesson shares fell more sharply than the broader market, reflecting short?term selling pressure that can amplify downside around cautious headlines or an underwhelming earnings print. McKesson Falls More Steeply Than Broader Market

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on MCK shares. Robert W. Baird set a $968.00 price target on McKesson in a research note on Wednesday, January 14th. William Blair started coverage on McKesson in a research note on Tuesday. They set an “outperform” rating for the company. Leerink Partners reissued an “outperform” rating and set a $1,085.00 price target on shares of McKesson in a research note on Thursday, March 5th. Bank of America decreased their price target on McKesson from $1,040.00 to $1,000.00 and set a “buy” rating for the company in a research note on Monday, April 6th. Finally, Raymond James Financial set a $970.00 price target on McKesson in a research note on Thursday, March 5th. Fourteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $972.27.

McKesson Stock Down 0.9%

MCK opened at $815.20 on Friday. The stock’s fifty day moving average is $894.86 and its two-hundred day moving average is $859.16. The company has a market capitalization of $99.85 billion, a P/E ratio of 23.45, a PEG ratio of 1.19 and a beta of 0.42. McKesson Corporation has a 52 week low of $637.00 and a 52 week high of $999.00.

McKesson (NYSE:MCK) last released its quarterly earnings data on Wednesday, February 4th. The company reported $9.34 EPS for the quarter, topping the consensus estimate of $9.19 by $0.15. The company had revenue of $106.16 billion for the quarter, compared to the consensus estimate of $105.98 billion. McKesson had a negative return on equity of 338.97% and a net margin of 1.09%.McKesson’s quarterly revenue was up 11.4% on a year-over-year basis. During the same period last year, the business posted $8.03 EPS. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. Equities analysts anticipate that McKesson Corporation will post 39.02 earnings per share for the current year.

McKesson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 1st will be issued a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a yield of 0.4%. The ex-dividend date is Monday, June 1st. McKesson’s dividend payout ratio (DPR) is presently 9.43%.

About McKesson

McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.

The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.