McKesson Corporation $MCK Shares Purchased by Machina Capital S.A.S.

Machina Capital S.A.S. grew its position in shares of McKesson Corporation (NYSE:MCK) by 148.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,355 shares of the company’s stock after acquiring an additional 1,409 shares during the quarter. Machina Capital S.A.S.’s holdings in McKesson were worth $1,819,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of MCK. Brighton Jones LLC grew its stake in McKesson by 46.3% during the fourth quarter. Brighton Jones LLC now owns 2,523 shares of the company’s stock worth $1,438,000 after buying an additional 798 shares during the period. Caxton Associates LLP purchased a new stake in McKesson during the 1st quarter worth $233,000. Sivia Capital Partners LLC increased its holdings in McKesson by 77.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 685 shares of the company’s stock valued at $502,000 after purchasing an additional 300 shares in the last quarter. Simplicity Wealth LLC acquired a new stake in McKesson in the 2nd quarter valued at $459,000. Finally, Valeo Financial Advisors LLC raised its position in McKesson by 3.5% in the second quarter. Valeo Financial Advisors LLC now owns 1,476 shares of the company’s stock valued at $1,081,000 after purchasing an additional 50 shares during the period. Hedge funds and other institutional investors own 85.07% of the company’s stock.

Key Stories Impacting McKesson

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.

McKesson Stock Down 3.7%

Shares of McKesson stock opened at $819.58 on Thursday. The business has a fifty day simple moving average of $825.54 and a 200-day simple moving average of $776.66. McKesson Corporation has a fifty-two week low of $570.51 and a fifty-two week high of $895.58. The firm has a market cap of $101.16 billion, a price-to-earnings ratio of 25.51, a price-to-earnings-growth ratio of 1.40 and a beta of 0.40.

McKesson (NYSE:MCK) last released its earnings results on Wednesday, February 4th. The company reported $9.34 EPS for the quarter, topping 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 for the quarter 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. Analysts anticipate that McKesson Corporation will post 32.77 earnings per share for the current fiscal year.

McKesson Announces Dividend

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

Insider Transactions at McKesson

In other news, CAO Napoleon B. Rutledge, Jr. sold 329 shares of the stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $861.63, for a total value of $283,476.27. Following the completion of the sale, the chief accounting officer directly owned 328 shares of the company’s stock, valued at $282,614.64. This represents a 50.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Thomas L. Rodgers sold 276 shares of the business’s 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 owned 2,268 shares in the company, valued at $1,851,096.24. This trade represents a 10.85% decrease in their position. The SEC filing for this sale provides additional information. 0.08% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several brokerages have recently weighed in on MCK. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of McKesson in a research note on Wednesday, December 10th. Evercore ISI reiterated an “outperform” rating and issued a $1,000.00 price target on shares of McKesson in a research note on Thursday, November 6th. Jefferies Financial Group increased their target price on shares of McKesson from $820.00 to $900.00 and gave the stock a “buy” rating in a report on Monday, October 13th. UBS Group lifted their price target on shares of McKesson from $920.00 to $980.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Finally, Barclays started coverage on McKesson in a research note on Monday, December 8th. They issued an “overweight” rating and a $960.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $899.36.

McKesson Company Profile

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.