ASR Vermogensbeheer N.V. Purchases 4,648 Shares of Cardinal Health, Inc. $CAH

ASR Vermogensbeheer N.V. raised its position in shares of Cardinal Health, Inc. (NYSE:CAH) by 8.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 58,140 shares of the company’s stock after acquiring an additional 4,648 shares during the period. ASR Vermogensbeheer N.V.’s holdings in Cardinal Health were worth $9,126,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the business. JNBA Financial Advisors acquired a new position in Cardinal Health during the 3rd quarter valued at about $79,000. American Capital Advisory LLC increased its holdings in shares of Cardinal Health by 5,200.0% during the third quarter. American Capital Advisory LLC now owns 212 shares of the company’s stock valued at $33,000 after acquiring an additional 208 shares in the last quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund raised its position in shares of Cardinal Health by 3.3% in the 3rd quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 71,900 shares of the company’s stock valued at $11,285,000 after purchasing an additional 2,283 shares during the last quarter. OVERSEA CHINESE BANKING Corp Ltd grew its position in Cardinal Health by 78.5% during the 3rd quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 2,945 shares of the company’s stock worth $462,000 after purchasing an additional 1,295 shares during the last quarter. Finally, Procyon Advisors LLC purchased a new stake in Cardinal Health during the 3rd quarter worth approximately $1,495,000. Institutional investors own 87.17% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on CAH. Jefferies Financial Group set a $220.00 price target on Cardinal Health and gave the stock a “buy” rating in a research report on Monday, November 3rd. Wall Street Zen raised Cardinal Health from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 8th. Evercore ISI increased their price target on shares of Cardinal Health from $190.00 to $220.00 and gave the stock an “outperform” rating in a report on Friday, October 31st. Leerink Partners set a $240.00 price objective on shares of Cardinal Health in a research note on Tuesday. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Cardinal Health in a research note on Wednesday, October 8th. Fourteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Cardinal Health has an average rating of “Moderate Buy” and an average price target of $216.33.

Key Cardinal Health News

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

• Positive Sentiment: Recent earnings and guidance support continued upside — Cardinal beat EPS and revenue last quarter and set FY‑2026 guidance of $9.65–$9.85, which underpins bullish analyst commentary and sentiment.
• Positive Sentiment: Analyst upgrade and higher price target — Wells Fargo raised its price target to $237 and kept an “overweight” rating, signaling institutional confidence and an ~11.6% upside vs. current levels. Wells Fargo raises PT to $237
• Positive Sentiment: Momentum: 52-week high and positive coverage — Zacks notes CAH reached a 52‑week high and highlights fundamentals that could sustain the run, supporting momentum traders. Cardinal Health Hit a 52 Week High
• Neutral Sentiment: Income/dividend profile noted — A TalkMarkets dividend analysis flags CAH as a major distributor with dividend appeal for income investors, but it’s not a near-term price catalyst. Dividend Stock Analysis: Cardinal Health, Inc.
• Neutral Sentiment: Multiple Zacks pieces highlight CAH for earnings-beat potential and strong interest coverage — useful context for investors but not an immediate trigger. Will Cardinal Beat Estimates Again?
• Neutral Sentiment: General market/quote pages note price action — coverage from Globe and Mail and Economic Times provides market/quote context but no new company developments. Analysts Offer Insights on Healthcare Companies
• Negative Sentiment: Profit-taking and valuation concerns pushing a pullback — after the 52‑week high and analyst hype, investors appear to be trimming positions; intraday volume is below average and the stock carries a relatively rich P/E (~32) and other metrics (negative trailing ROE) that may prompt caution.

Cardinal Health Price Performance

CAH stock opened at $212.44 on Friday. Cardinal Health, Inc. has a 1 year low of $120.72 and a 1 year high of $215.48. The business’s 50-day moving average is $205.37 and its two-hundred day moving average is $174.71. The firm has a market capitalization of $50.48 billion, a P/E ratio of 32.04, a P/E/G ratio of 1.48 and a beta of 0.65.

Cardinal Health (NYSE:CAH) last announced its quarterly earnings results on Thursday, October 30th. The company reported $2.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.22 by $0.33. Cardinal Health had a negative return on equity of 84.37% and a net margin of 0.68%.The firm had revenue of $64.01 billion during the quarter, compared to the consensus estimate of $59.41 billion. During the same period in the prior year, the company posted $1.88 earnings per share. The firm’s quarterly revenue was up 22.4% compared to the same quarter last year. Cardinal Health has set its FY 2026 guidance at 9.650-9.850 EPS. On average, analysts expect that Cardinal Health, Inc. will post 7.95 EPS for the current year.

Cardinal Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Friday, January 2nd were paid a $0.5107 dividend. The ex-dividend date was Friday, January 2nd. This represents a $2.04 dividend on an annualized basis and a yield of 1.0%. Cardinal Health’s payout ratio is currently 30.77%.

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.