PFA Pension Forsikringsaktieselskab Acquires Shares of 268,123 Cardinal Health, Inc. $CAH

PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Cardinal Health, Inc. (NYSE:CAH) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 268,123 shares of the company’s stock, valued at approximately $55,558,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. SJS Investment Consulting Inc. raised its stake in Cardinal Health by 1,363.6% during the 3rd quarter. SJS Investment Consulting Inc. now owns 161 shares of the company’s stock valued at $25,000 after acquiring an additional 150 shares during the last quarter. Aventura Private Wealth LLC purchased a new stake in Cardinal Health during the 4th quarter valued at approximately $25,000. Jones Financial Companies Lllp raised its stake in Cardinal Health by 198.3% during the 1st quarter. Jones Financial Companies Lllp now owns 21,112 shares of the company’s stock valued at $27,000 after acquiring an additional 14,034 shares during the last quarter. JPL Wealth Management LLC acquired a new stake in shares of Cardinal Health in the 3rd quarter valued at approximately $31,000. Finally, Turning Point Benefit Group Inc. acquired a new stake in shares of Cardinal Health in the 3rd quarter valued at approximately $31,000. 87.17% of the stock is owned by hedge funds and other institutional investors.

Key Cardinal Health News

Here are the key news stories impacting Cardinal Health this week:

• Positive Sentiment: Q3 non?GAAP earnings beat estimates and company raised FY?2026 guidance to $10.70–$10.80, above consensus — the core bullish catalyst. PR Newswire: Q3 Results & Outlook
• Positive Sentiment: Company executed $250M additional share repurchase (bringing FY26 repurchases to $1.0B) and reduced debt — shareholder?friendly actions that support the share price. PR Newswire: Buybacks & Debt Reduction
• Neutral Sentiment: Wells Fargo cut its price target from $256 to $245 but kept an “overweight” rating, signaling continued analyst confidence despite the trim. Benzinga: Wells Fargo PT Change
• Neutral Sentiment: Full earnings call and transcripts are available for investors who want details on segment performance and management commentary. Yahoo Finance: Earnings Transcript Seeking Alpha: Call Transcript
• Negative Sentiment: Revenue missed expectations ($60.9B reported vs. ~$62.1B est.), which prompted media coverage and short?term selling pressure despite the EPS beat. Benzinga: Revenue Miss Coverage
• Negative Sentiment: GAAP results were weaker: GAAP operating earnings and GAAP EPS declined, driven in part by a $184M pre?tax goodwill impairment in the Navista & ION reporting unit — a one?time charge that reduces headline profitability. PR Newswire: Goodwill Impairment
• Negative Sentiment: Several outlets highlighted the “mixed” nature of the report (EPS/guidance vs. revenue/GAAP weakness), which can increase volatility and keep some investors on the sidelines. CNBC: Mixed Results Coverage

Cardinal Health Stock Performance

Cardinal Health stock opened at $195.13 on Friday. The stock has a fifty day moving average of $213.73 and a two-hundred day moving average of $205.82. The company has a market capitalization of $45.92 billion, a price-to-earnings ratio of 29.84, a PEG ratio of 1.20 and a beta of 0.53. Cardinal Health, Inc. has a fifty-two week low of $137.75 and a fifty-two week high of $233.60.

Cardinal Health (NYSE:CAH) last released its quarterly earnings results on Thursday, April 30th. The company reported $3.17 earnings per share for the quarter, topping the consensus estimate of $2.79 by $0.38. The company had revenue of $60.94 billion during the quarter, compared to the consensus estimate of $62.10 billion. Cardinal Health had a negative return on equity of 92.61% and a net margin of 0.62%.Cardinal Health’s revenue was up 11.0% compared to the same quarter last year. During the same quarter last year, the business posted $2.35 earnings per share. Cardinal Health has set its FY 2026 guidance at 10.700-10.80 EPS. On average, analysts forecast that Cardinal Health, Inc. will post 10.76 EPS for the current fiscal year.

Cardinal Health Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Wednesday, April 1st were given a dividend of $0.5107 per share. The ex-dividend date of this dividend was Wednesday, April 1st. This represents a $2.04 annualized dividend and a yield of 1.0%. Cardinal Health’s dividend payout ratio (DPR) is presently 29.35%.

Wall Street Analyst Weigh In

CAH has been the subject of several recent analyst reports. Argus raised their price target on Cardinal Health from $232.00 to $248.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Citigroup dropped their price objective on Cardinal Health from $249.00 to $245.00 and set a “buy” rating for the company in a research note on Friday. Zacks Research raised Cardinal Health from a “hold” rating to a “strong-buy” rating in a research note on Thursday, February 12th. JPMorgan Chase & Co. raised their price objective on Cardinal Health from $209.00 to $243.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cardinal Health in a research note on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $243.67.

About Cardinal Health

Cardinal Health is a multinational healthcare services and products company headquartered in Dublin, Ohio. Tracing its roots to the early 1970s, the company has grown into a major provider of supply chain and distribution services for the healthcare sector. Cardinal Health operates across a range of service lines that support hospitals, health systems, pharmacies, physician offices and clinical laboratories.

The company’s core activities include the wholesale distribution of branded and generic pharmaceuticals, the supply and distribution of medical-surgical products, and the provision of logistics and inventory management solutions.