Candriam S.C.A. Buys 39,586 Shares of McKesson Corporation $MCK

Candriam S.C.A. increased its stake in McKesson Corporation (NYSE:MCK) by 26.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 190,186 shares of the company’s stock after acquiring an additional 39,586 shares during the quarter. McKesson comprises 0.8% of Candriam S.C.A.’s holdings, making the stock its 21st largest holding. Candriam S.C.A. owned about 0.15% of McKesson worth $146,926,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. RFG Advisory LLC raised its stake in McKesson by 1.1% during the third quarter. RFG Advisory LLC now owns 1,794 shares of the company’s stock worth $1,386,000 after buying an additional 19 shares during the last quarter. MCF Advisors LLC raised its position in shares of McKesson by 36.4% in the 3rd quarter. MCF Advisors LLC now owns 997 shares of the company’s stock worth $771,000 after acquiring an additional 266 shares in the last quarter. Kinsale Capital Group Inc. lifted its stake in shares of McKesson by 7.5% in the 3rd quarter. Kinsale Capital Group Inc. now owns 15,993 shares of the company’s stock valued at $12,355,000 after purchasing an additional 1,119 shares during the period. Signature Estate & Investment Advisors LLC boosted its position in shares of McKesson by 1.7% during the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 59,487 shares of the company’s stock valued at $45,957,000 after purchasing an additional 1,016 shares in the last quarter. Finally, Smartleaf Asset Management LLC boosted its position in shares of McKesson by 48.0% during the 3rd quarter. Smartleaf Asset Management LLC now owns 1,831 shares of the company’s stock valued at $1,395,000 after purchasing an additional 594 shares in the last quarter. Institutional investors and hedge funds own 85.07% of the company’s stock.

Trending Headlines about McKesson

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: Q3 results beat consensus: EPS topped estimates and revenue grew ~11.4% year‑over‑year; management raised FY‑2026 adjusted EPS guidance to $38.80–$39.20, underpinning today’s rally. McKesson Q3 Earnings Call Highlights
• Positive Sentiment: Growth drivers called out on the call: oncology, specialty distribution and technology businesses accelerated, which McKesson cites as the basis for the raised profit outlook. MCK Q3 Earnings & Sales Top Estimates, 2026 View Up
• Positive Sentiment: Strong market reaction: analysts and investors pushed the share price sharply higher on the beat + guidance, citing the bigger‑than‑expected lift to FY26 adjusted EPS. How McKesson Stock Surged 17% In A Day
• Neutral Sentiment: Analyst target changes mixed: some firms raised price targets (e.g., Wells Fargo, Mizuho) but ratings stayed neutral/equal‑weight, leaving upside expectations varied among brokers. Price Target Raised to $925.00 at Wells Fargo & Company
• Neutral Sentiment: Company materials and transcripts are available for detailed review (presentation and full earnings call transcript) — useful for checking segment KPIs, margin drivers and guidance assumptions. Q3 2026 earnings call transcript
• Negative Sentiment: Operational cash flow weakness flagged: some reports note weaker operating cash flow despite profit growth, and balance‑sheet metrics (higher liabilities) warrant watching for sustainability of buybacks/dividends. EPS Beats, Profit Growth but Weak Operating Cash Flow
• Negative Sentiment: Insider selling is noted in recent filings; combined with high share price momentum, this can contribute to near‑term volatility or profit‑taking. Insider Trading and Hedge Fund Activity

Wall Street Analyst Weigh In

Several equities analysts have issued reports on MCK shares. Wall Street Zen lowered McKesson from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Morgan Stanley reiterated an “overweight” rating and issued a $966.00 price objective on shares of McKesson in a research note on Thursday, January 29th. Robert W. Baird set a $968.00 target price on shares of McKesson in a research note on Wednesday, January 14th. TD Cowen lifted their price target on shares of McKesson from $1,000.00 to $1,012.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Weiss Ratings lowered shares of McKesson from a “buy (a-)” rating to a “buy (b+)” rating in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $918.93.

McKesson Price Performance

Shares of NYSE MCK opened at $947.96 on Monday. The stock has a market capitalization of $116.11 billion, a P/E ratio of 27.26, a P/E/G ratio of 1.52 and a beta of 0.40. The company has a 50-day moving average price of $828.41 and a 200-day moving average price of $780.53. McKesson Corporation has a 1 year low of $583.55 and a 1 year high of $971.93.

McKesson (NYSE:MCK) last posted its earnings results on Wednesday, February 4th. The company reported $9.34 earnings per share for the quarter, topping analysts’ consensus estimates of $9.19 by $0.15. McKesson had a net margin of 1.09% and a negative return on equity of 338.97%. The company had revenue of $106.16 billion for the quarter, compared to analyst estimates of $105.98 billion. During the same quarter in the prior year, the business posted $8.03 EPS. The firm’s revenue was up 11.4% compared to the same quarter last year. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. As a group, equities research analysts anticipate that McKesson Corporation will post 32.77 earnings per share for the current fiscal year.

McKesson Dividend Announcement

The business 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. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Monday, March 2nd. McKesson’s dividend payout ratio (DPR) is currently 9.43%.

Insider Activity

In related news, EVP Thomas L. Rodgers sold 276 shares of the company’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $816.18, for a total transaction of $225,265.68. Following the completion of the sale, the executive vice president owned 2,268 shares in the company, valued at approximately $1,851,096.24. This represents a 10.85% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.08% of the stock is currently owned by insiders.

McKesson 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.