Jones Financial Companies Lllp Boosts Stake in McKesson Corporation $MCK

Jones Financial Companies Lllp lifted its holdings in McKesson Corporation (NYSE:MCK) by 33.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,783 shares of the company’s stock after purchasing an additional 4,233 shares during the period. Jones Financial Companies Lllp’s holdings in McKesson were worth $12,770,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of MCK. Solstein Capital LLC lifted its position in shares of McKesson by 171.4% during the 2nd quarter. Solstein Capital LLC now owns 38 shares of the company’s stock valued at $28,000 after buying an additional 24 shares in the last quarter. State of Wyoming acquired a new stake in shares of McKesson in the second quarter valued at about $29,000. GFG Capital LLC purchased a new stake in shares of McKesson during the second quarter worth about $30,000. Delos Wealth Advisors LLC acquired a new position in shares of McKesson during the 2nd quarter worth about $35,000. Finally, Abound Wealth Management lifted its stake in McKesson by 104.3% in the 3rd quarter. Abound Wealth Management now owns 47 shares of the company’s stock valued at $37,000 after buying an additional 24 shares in the last quarter. Hedge funds and other institutional investors own 85.07% of the company’s stock.

McKesson Price Performance

NYSE MCK opened at $819.58 on Thursday. The stock has a market capitalization of $101.16 billion, a P/E ratio of 25.51, a PEG ratio of 1.40 and a beta of 0.40. The firm’s 50-day moving average is $825.54 and its two-hundred day moving average is $776.66. McKesson Corporation has a 12 month low of $570.51 and a 12 month high of $895.58.

McKesson (NYSE:MCK) last released its quarterly earnings results on Wednesday, February 4th. The company reported $9.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $9.19 by $0.15. The business had revenue of $106.16 billion for the quarter, compared to the consensus estimate of $105.98 billion. McKesson had a net margin of 1.04% and a negative return on equity of 248.14%. The business’s revenue was up 11.4% on a year-over-year basis. During the same period in the previous year, the firm earned $8.03 EPS. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. As a group, analysts anticipate that McKesson Corporation will post 32.77 EPS for the current year.

McKesson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 2nd will be issued a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Monday, March 2nd. McKesson’s payout ratio is currently 10.21%.

Insider Buying and Selling at McKesson

In related news, CAO Napoleon B. Rutledge, Jr. sold 329 shares of the stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $861.63, for a total transaction of $283,476.27. Following the transaction, the chief accounting officer owned 328 shares of the company’s stock, valued at approximately $282,614.64. This represents a 50.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Thomas L. Rodgers sold 276 shares of McKesson stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $816.18, for a total value of $225,265.68. Following the completion of the transaction, the executive vice president directly owned 2,268 shares of the company’s stock, valued at approximately $1,851,096.24. This represents a 10.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.08% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Wall Street Zen cut McKesson from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Barclays initiated coverage on shares of McKesson in a research note on Monday, December 8th. They set an “overweight” rating and a $960.00 price objective for the company. Wells Fargo & Company lifted their price objective on McKesson from $816.00 to $914.00 and gave the stock an “equal weight” rating in a research report on Monday, November 10th. TD Cowen restated a “buy” rating on shares of McKesson in a report on Monday, December 22nd. Finally, UBS Group raised their target price on McKesson from $920.00 to $980.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $899.36.

More McKesson News

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: Q3 results beat expectations — McKesson reported adjusted EPS above consensus and revenue roughly in line, driven by volume growth across distribution. Read More.
• Positive Sentiment: Raised FY‑2026 profit guidance — management nudged full‑year adjusted EPS to a range of 38.800–39.200, citing strength in oncology and specialty drug distribution. That modest beat versus consensus supports the growth story. Read More.
• Neutral Sentiment: Analyst sentiment remains largely positive — multiple firms maintain buy/overweight ratings and price targets above current levels (median targets near $860+), so market expectations stay elevated. Read More.
• Neutral Sentiment: Revenue outcome mixed vs. Street — total revenue was essentially in line with estimates, limiting the upside surprise. Read More.
• Negative Sentiment: Operating cash flow weakness — the quarter showed a sharp drop in cash from operations versus last year, raising concerns about working‑capital swings and free‑cash‑flow reliability. Read More.
• Negative Sentiment: Balance sheet and returns red flags — investors pointed to a negative reported return on equity and a rise in total liabilities, which can temper valuation multiples despite strong top‑line. Read More.
• Negative Sentiment: Insider selling and strategic exits — recent insider sales and McKesson’s full exit from the European market add near‑term uncertainty and may prompt profit‑taking. Read More. Read More.

About McKesson

McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.

The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.