Cencora (NYSE:COR) Updates FY 2026 Earnings Guidance

Cencora (NYSE:COR) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 17.450-17.600 for the period, compared to the consensus EPS estimate of 17.670. The company issued revenue guidance of -.

Analyst Ratings Changes

COR has been the topic of a number of recent research reports. JPMorgan Chase & Co. lifted their price objective on shares of Cencora from $344.00 to $417.00 and gave the company an “overweight” rating in a research note on Tuesday, November 11th. Mizuho boosted their price target on Cencora from $340.00 to $380.00 and gave the company an “outperform” rating in a research report on Thursday, November 6th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Cencora in a report on Monday. UBS Group boosted their price target on shares of Cencora from $380.00 to $415.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Finally, Wells Fargo & Company raised their price objective on shares of Cencora from $354.00 to $405.00 and gave the company an “overweight” rating in a research report on Tuesday, November 11th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, Cencora presently has an average rating of “Moderate Buy” and a consensus price target of $373.25.

Cencora Stock Performance

Shares of COR opened at $343.17 on Thursday. Cencora has a 12-month low of $223.92 and a 12-month high of $377.54. The stock has a market cap of $66.57 billion, a P/E ratio of 43.17, a PEG ratio of 1.62 and a beta of 0.63. The company has a current ratio of 0.90, a quick ratio of 0.55 and a debt-to-equity ratio of 4.32. The company has a 50-day moving average of $347.85 and a two-hundred day moving average of $314.26.

Cencora (NYSE:COR) last released its quarterly earnings results on Wednesday, November 5th. The company reported $3.84 earnings per share for the quarter, topping the consensus estimate of $3.79 by $0.05. Cencora had a return on equity of 227.15% and a net margin of 0.48%.The company had revenue of $83.73 billion during the quarter, compared to the consensus estimate of $83.36 billion. During the same quarter last year, the business posted $3.34 earnings per share. Cencora’s revenue was up 5.9% compared to the same quarter last year. Cencora has set its FY 2026 guidance at 17.450-17.75 EPS. As a group, research analysts predict that Cencora will post 15.37 EPS for the current fiscal year.

Cencora Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Friday, November 14th were paid a dividend of $0.60 per share. The ex-dividend date of this dividend was Friday, November 14th. This represents a $2.40 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Cencora’s previous quarterly dividend of $0.55. Cencora’s dividend payout ratio is currently 30.19%.

Insider Transactions at Cencora

In other Cencora news, CEO Robert P. Mauch sold 5,096 shares of the business’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $343.45, for a total transaction of $1,750,221.20. Following the completion of the sale, the chief executive officer owned 68,059 shares of the company’s stock, valued at approximately $23,374,863.55. The trade was a 6.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Elizabeth S. Campbell sold 3,351 shares of the company’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $342.10, for a total value of $1,146,377.10. Following the sale, the executive vice president owned 23,891 shares of the company’s stock, valued at $8,173,111.10. This represents a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 20,317 shares of company stock worth $7,009,260 over the last quarter. 10.80% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. Advisory Services Network LLC lifted its position in Cencora by 20.8% during the 3rd quarter. Advisory Services Network LLC now owns 3,785 shares of the company’s stock worth $1,183,000 after acquiring an additional 653 shares in the last quarter. OmniStar Financial Group Inc. raised its stake in shares of Cencora by 35.1% during the third quarter. OmniStar Financial Group Inc. now owns 5,216 shares of the company’s stock valued at $1,630,000 after purchasing an additional 1,354 shares during the period. Kestra Private Wealth Services LLC lifted its position in shares of Cencora by 58.8% during the third quarter. Kestra Private Wealth Services LLC now owns 16,756 shares of the company’s stock worth $5,237,000 after purchasing an additional 6,204 shares in the last quarter. Armistice Capital LLC acquired a new position in shares of Cencora during the third quarter worth $2,198,000. Finally, CANADA LIFE ASSURANCE Co grew its holdings in Cencora by 3.2% during the 3rd quarter. CANADA LIFE ASSURANCE Co now owns 290,121 shares of the company’s stock valued at $89,405,000 after purchasing an additional 8,872 shares in the last quarter. 97.52% of the stock is owned by hedge funds and other institutional investors.

Cencora Company Profile

Cencora (NYSE:COR) is a global healthcare services and pharmaceutical distribution company that provides end-to-end solutions across the pharmaceutical supply chain. The company’s core activities include wholesale drug distribution, specialty drug distribution, and the operation of specialty pharmacies, complemented by logistics, cold-chain management and other fulfillment services designed to support complex and temperature-sensitive therapies.

Beyond physical distribution, Cencora offers a range of commercial and patient-focused services for pharmaceutical manufacturers and healthcare providers.