Compass Financial Management LLC Takes $1.53 Million Position in Cardinal Health, Inc. $CAH

Compass Financial Management LLC bought a new stake in Cardinal Health, Inc. (NYSE:CAH) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 6,502 shares of the company’s stock, valued at approximately $1,526,000.

A number of other institutional investors have also added to or reduced their stakes in CAH. Investors Research Corp acquired a new stake in Cardinal Health in the second quarter valued at approximately $29,000. University of Texas Texas AM Investment Management Co. bought a new stake in shares of Cardinal Health during the fourth quarter valued at approximately $26,000. Allied Private Wealth LLC acquired a new position in shares of Cardinal Health during the second quarter worth approximately $30,000. Bank of Jackson Hole Trust acquired a new position in shares of Cardinal Health during the fourth quarter worth approximately $27,000. Finally, Indiana Trust & Investment Management Co bought a new position in shares of Cardinal Health in the 1st quarter worth $29,000. 87.17% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have commented on CAH. Mizuho boosted their price target on shares of Cardinal Health from $240.00 to $250.00 and gave the company an “outperform” rating in a research note on Wednesday, August 12th. UBS Group raised their price objective on shares of Cardinal Health from $274.00 to $280.00 and gave the company a “buy” rating in a research note on Wednesday, August 12th. Royal Bank Of Canada assumed coverage on shares of Cardinal Health in a report on Wednesday. They set an “outperform” rating and a $276.00 price objective for the company. Citigroup boosted their target price on shares of Cardinal Health from $265.00 to $280.00 and gave the stock a “buy” rating in a research report on Wednesday, August 12th. Finally, Weiss Ratings lowered shares of Cardinal Health from a “buy (b+)” rating to a “buy (b)” rating in a report on Wednesday. Sixteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $266.56.

Cardinal Health Stock Up 0.4%

Shares of NYSE:CAH opened at $229.48 on Friday. The business’s 50 day moving average is $232.02 and its 200 day moving average is $217.86. Cardinal Health, Inc. has a 12-month low of $145.87 and a 12-month high of $258.30. The stock has a market cap of $53.37 billion, a price-to-earnings ratio of 31.74, a PEG ratio of 1.23 and a beta of 0.49.

Cardinal Health (NYSE:CAH) last announced its earnings results on Tuesday, August 11th. The company reported $2.91 EPS for the quarter, beating the consensus estimate of $2.42 by $0.49. Cardinal Health had a net margin of 0.67% and a negative return on equity of 98.53%. The company had revenue of $63.67 billion during the quarter, compared to the consensus estimate of $65.15 billion. During the same quarter in the prior year, the company posted $2.08 earnings per share. The firm’s revenue for the quarter was up 5.8% on a year-over-year basis. Cardinal Health has set its FY 2027 guidance at 12.400-12.600 EPS. As a group, equities research analysts expect that Cardinal Health, Inc. will post 12.54 earnings per share for the current year.

Cardinal Health Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Thursday, October 1st will be paid a $0.5158 dividend. The ex-dividend date is Thursday, October 1st. This represents a $2.06 annualized dividend and a yield of 0.9%. Cardinal Health’s dividend payout ratio (DPR) is 28.49%.

Trending Headlines about Cardinal Health

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

• Positive Sentiment: Royal Bank of Canada initiated coverage with an “outperform” rating and a $276 price target, implying meaningful upside from recent trading levels. RBC cited Cardinal Health’s higher-margin services as a potential earnings-growth driver. RBC initiates coverage of Cardinal Health
• Positive Sentiment: Wall Street remains broadly constructive, with 16 analysts rating CAH a Buy and three assigning a Hold rating. The consensus rating is “Moderate Buy,” with an average price target of approximately $266.56. Zacks also identified Cardinal Health as a potentially attractive long-term value stock. Zacks value-stock analysis
• Positive Sentiment: Cardinal Health’s latest quarter delivered adjusted earnings per share of $2.91, well above the $2.42 consensus estimate, while revenue increased 5.8% year over year. Fiscal 2027 EPS guidance of $12.40–$12.60 supports the longer-term earnings case.
• Neutral Sentiment: The company declared a quarterly dividend of $0.5158 per share, equivalent to $2.06 annually and a yield of about 0.9%. The payout offers modest income support but is unlikely to be a major near-term catalyst.
• Negative Sentiment: Several executives sold sizable holdings around $235–$237 per share. CEO Jason Hollar sold 124,529 shares worth about $29.4 million, while other executive and insider sales—including those by Deborah Weitzman, Stephen Mason, Michelle Greene, Jessica Mayer and Mary Scherer—totaled roughly $20 million more. The concentrated selling and substantial reductions in insider ownership may encourage profit-taking concerns after CAH’s strong advance. Cardinal Health insider sales
• Negative Sentiment: Investors may also question the durability of the latest earnings beat because part of the improvement reportedly reflected a one-time tariff refund, potentially limiting the stock’s upside if recurring earnings growth does not match expectations. Cardinal Health earnings analysis

Insider Activity

In other Cardinal Health news, CEO Jason M. Hollar sold 80,000 shares of Cardinal Health stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $235.74, for a total transaction of $18,859,200.00. Following the transaction, the chief executive officer owned 235,132 shares of the company’s stock, valued at $55,430,017.68. This trade represents a 25.39% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Deborah Weitzman sold 7,354 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $235.45, for a total value of $1,731,499.30. Following the completion of the transaction, the chief executive officer owned 77,901 shares in the company, valued at $18,341,790.45. The trade was a 8.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 210,271 shares of company stock worth $49,626,657. Corporate insiders own 0.12% of the company’s stock.

Cardinal Health Profile

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.