McKesson Corporation $MCK Stake Lifted by Integrated Advisors Network LLC

Integrated Advisors Network LLC boosted its holdings in McKesson Corporation (NYSE:MCK) by 41.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,704 shares of the company’s stock after purchasing an additional 787 shares during the period. Integrated Advisors Network LLC’s holdings in McKesson were worth $2,309,000 at the end of the most recent reporting period.

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

McKesson Stock Down 1.5%

NYSE:MCK opened at $1,014.79 on Thursday. The company has a market cap of $118.31 billion, a PE ratio of 27.16, a P/E/G ratio of 2.05 and a beta of 0.30. The business’s 50 day moving average is $905.65 and its two-hundred day moving average is $840.38. McKesson Corporation has a 52 week low of $723.68 and a 52 week high of $1,030.27.

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

McKesson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Tuesday, December 1st will be issued a $0.94 dividend. This represents a $3.76 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend is Tuesday, December 1st. McKesson’s payout ratio is currently 10.06%.

Insider Buying and Selling at McKesson

In other news, EVP Francisco Fraga sold 800 shares of the firm’s stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $995.80, for a total value of $796,640.00. Following the transaction, the executive vice president directly owned 5,423 shares in the company, valued at approximately $5,400,223.40. This trade represents a 12.86% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Napoleon B. Rutledge, Jr. sold 111 shares of the firm’s stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $891.45, for a total transaction of $98,950.95. Following the completion of the transaction, the chief accounting officer owned 521 shares in the company, valued at approximately $464,445.45. The trade was a 17.56% decrease in their ownership of the stock. 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 a total of 1,212 shares of company stock worth $1,164,182 over the last 90 days. Insiders own 0.06% of the company’s stock.

McKesson News Summary

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: Analyst price-target increases supported the long-term outlook. UBS raised its target to $1,200, while Mizuho lifted its target to $1,020 from $905, although Mizuho maintained a neutral rating. The analyst actions followed McKesson’s recent strength and helped the stock reach a new one-year high. UBS raises target for McKesson
• Positive Sentiment: McKesson declared its regular quarterly dividend. The company will pay $0.94 per share on January 4, 2027, to shareholders of record on December 1. The dividend provides continuity for income-focused investors, though the annualized yield is modest at approximately 0.4%. McKesson declares quarterly dividend
• Neutral Sentiment: Investor attention remains elevated. McKesson was among the more-trending stocks on Zacks, but the article primarily reviews existing fundamentals rather than introducing a new catalyst. Its latest reported quarter showed earnings and revenue above estimates, with revenue up 7.7% year over year and fiscal 2027 EPS guidance of $44.20–$45.00. Is Trending Stock McKesson a Buy Now?
• Negative Sentiment: An executive sale may have added modest selling pressure. EVP Francisco Fraga sold 800 shares worth approximately $796,640. However, the transaction was conducted under a pre-arranged Rule 10b5-1 trading plan, reducing its significance as a discretionary bearish signal. McKesson executive stock sale

Analysts Set New Price Targets

MCK has been the subject of a number of research analyst reports. Weiss Ratings upgraded shares of McKesson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, September 4th. Citigroup upped their price target on shares of McKesson from $945.00 to $1,000.00 and gave the company a “buy” rating in a report on Friday, July 24th. Wall Street Zen upgraded shares of McKesson from a “hold” rating to a “buy” rating in a research note on Saturday, October 17th. Bank of America increased their price objective on shares of McKesson from $950.00 to $1,050.00 in a research note on Thursday, August 6th. Finally, Barclays raised their price objective on shares of McKesson from $925.00 to $1,000.00 and gave the stock an “overweight” rating in a report on Wednesday, August 19th. Fifteen equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average 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.