McKesson Corporation $MCK Shares Purchased by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. increased its stake in shares of McKesson Corporation (NYSE:MCK) by 15.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 271,391 shares of the company’s stock after buying an additional 36,636 shares during the quarter. Robeco Institutional Asset Management B.V. owned 0.23% of McKesson worth $231,716,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of MCK. Nvwm LLC lifted its holdings in shares of McKesson by 933.3% during the third quarter. Nvwm LLC now owns 31 shares of the company’s stock valued at $26,000 after acquiring an additional 28 shares during the period. Delos Wealth Advisors LLC acquired a new stake in shares of McKesson during the 2nd quarter worth about $27,000. Trellis Wealth Advisors LLC bought a new position in McKesson during the 3rd quarter valued at about $32,000. GK Wealth Management LLC acquired a new position in McKesson in the third quarter valued at about $38,000. Finally, Clearstead Trust LLC acquired a new position in McKesson in the second quarter valued at about $37,000. Institutional investors and hedge funds own 85.07% of the company’s stock.

Key Headlines Impacting McKesson

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: UBS raised its price target to $1,200, implying additional upside and reinforcing the bullish view on McKesson’s pharmaceutical distribution and healthcare-services businesses. UBS raises target for McKesson stock
• Positive Sentiment: Leerink raised its target from $1,030 to $1,070, adding to a series of upward revisions from analysts. Leerink raises McKesson price target
• Positive Sentiment: McKesson recently reported quarterly earnings and revenue above consensus estimates. EPS was $9.93 versus $9.56 expected, while revenue reached $105.38 billion, up 7.7% year over year. Management’s fiscal 2027 EPS guidance of $44.20–$45.00 also supports the growth narrative. McKesson outperforms broader market
• Neutral Sentiment: Mizuho lifted its price target from $905 to $1,020 but maintained a “neutral” rating. The revised target is close to, but below, the current market valuation, suggesting limited near-term upside in that analyst’s view. Mizuho adjusts McKesson price target
• Negative Sentiment: Executive Vice President Francisco Fraga sold 800 shares worth approximately $796,640. However, the transaction was conducted under a pre-arranged Rule 10b5-1 plan, reducing its significance as a discretionary bearish signal. McKesson executive stock sale

Insider Activity

In other news, Director Bradley Lerman sold 301 shares of McKesson stock in a transaction on Monday, August 10th. The shares were sold at an average price of $892.33, for a total value of $268,591.33. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO B Jr sold 111 shares of the business’s stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $891.45, for a total transaction of $98,950.95. Following the transaction, the chief accounting officer owned 521 shares in the company, valued at $464,445.45. The trade was a 17.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,212 shares of company stock worth $1,164,182 in the last quarter. 0.06% of the stock is owned by corporate insiders.

McKesson Price Performance

Shares of NYSE:MCK opened at $1,029.52 on Wednesday. The company’s 50 day simple moving average is $902.90 and its 200 day simple moving average is $839.47. The stock has a market capitalization of $120.03 billion, a price-to-earnings ratio of 27.55, a price-to-earnings-growth ratio of 2.01 and a beta of 0.30. McKesson Corporation has a 1 year low of $723.68 and a 1 year high of $1,030.27.

McKesson (NYSE:MCK) last announced its earnings results on Wednesday, August 5th. The company reported $9.93 EPS for the quarter, beating the consensus estimate of $9.56 by $0.37. McKesson had a negative return on equity of 253.21% and a net margin of 1.12%. The business had revenue of $105.38 billion for the quarter, compared to analysts’ expectations of $103.88 billion. During the same period in the prior year, the business posted $8.26 earnings per share. The firm’s revenue was up 7.7% on a year-over-year basis. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. As a group, analysts anticipate that McKesson Corporation will post 44.71 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have recently commented on MCK. Morgan Stanley set a $977.00 target price on McKesson in a report on Tuesday, October 6th. Wall Street Zen raised shares of McKesson from a “hold” rating to a “buy” rating in a research note on Saturday. Royal Bank Of Canada restated a “sector perform” rating and issued a $845.00 price target on shares of McKesson in a report on Monday, September 14th. Leerink Partners upped their price objective on McKesson from $1,030.00 to $1,070.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 7th. Finally, Wells Fargo & Company increased their price objective on McKesson from $812.00 to $933.00 and gave the stock an “equal weight” rating in a report on Tuesday, August 11th. Fifteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $997.12.

About McKesson

McKesson Corporation is a healthcare services and information technology company that distributes pharmaceuticals and medical products to pharmacies, hospitals, health systems, physicians and other healthcare providers. The company also provides technology, data and business solutions designed to support prescription management, pharmacy operations and patient care.

McKesson’s principal activities include pharmaceutical distribution, medical-surgical supply distribution, specialty pharmaceutical services and oncology care support.