Jones Financial Companies Lllp Raises Stock Holdings in Cencora, Inc. $COR

Jones Financial Companies Lllp grew its holdings in shares of Cencora, Inc. (NYSE:COR) by 34.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,833 shares of the company’s stock after buying an additional 1,735 shares during the quarter. Jones Financial Companies Lllp’s holdings in Cencora were worth $2,099,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in COR. Atlantic Edge Private Wealth Management LLC boosted its stake in Cencora by 70.0% during the 2nd quarter. Atlantic Edge Private Wealth Management LLC now owns 85 shares of the company’s stock valued at $25,000 after acquiring an additional 35 shares during the last quarter. Vermillion & White Wealth Management Group LLC raised its stake in shares of Cencora by 69.4% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 105 shares of the company’s stock valued at $31,000 after purchasing an additional 43 shares in the last quarter. Cloud Capital Management LLC bought a new position in shares of Cencora during the third quarter worth about $31,000. Copia Wealth Management grew its stake in Cencora by 505.0% in the third quarter. Copia Wealth Management now owns 121 shares of the company’s stock worth $38,000 after purchasing an additional 101 shares in the last quarter. Finally, Caldwell Trust Co acquired a new position in Cencora in the second quarter worth about $46,000. Institutional investors and hedge funds own 97.52% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on COR shares. Evercore dropped their price target on Cencora from $440.00 to $420.00 and set an “outperform” rating on the stock in a research report on Thursday. Robert W. Baird set a $415.00 price target on shares of Cencora in a report on Tuesday, January 13th. Bank of America dropped their price objective on shares of Cencora from $380.00 to $360.00 and set a “neutral” rating on the stock in a research note on Monday, January 5th. Weiss Ratings upgraded Cencora from a “hold (c+)” rating to a “buy (b)” rating in a research note on Thursday. Finally, TD Cowen upped their target price on Cencora from $350.00 to $400.00 and gave the company a “buy” rating in a report on Monday, November 10th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $394.75.

Insider Activity

In other news, CEO Robert P. Mauch sold 5,096 shares of the business’s stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $366.64, for a total value of $1,868,397.44. Following the sale, the chief executive officer owned 65,746 shares of the company’s stock, valued at approximately $24,105,113.44. The trade was a 7.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Silvana Battaglia sold 1,677 shares of the firm’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $345.00, for a total value of $578,565.00. Following the transaction, the executive vice president directly owned 18,796 shares of the company’s stock, valued at $6,484,620. This represents a 8.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 20,316 shares of company stock worth $7,151,265. 0.38% of the stock is owned by company insiders.

Cencora Trading Up 2.0%

NYSE:COR opened at $359.15 on Monday. The stock has a market cap of $69.67 billion, a price-to-earnings ratio of 43.17, a PEG ratio of 1.66 and a beta of 0.68. The company has a debt-to-equity ratio of 3.62, a quick ratio of 0.51 and a current ratio of 0.92. Cencora, Inc. has a 1 year low of $237.71 and a 1 year high of $377.54. The business has a fifty day moving average of $345.91 and a 200-day moving average of $326.38.

Cencora (NYSE:COR) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $4.08 earnings per share for the quarter, topping the consensus estimate of $4.04 by $0.04. The business had revenue of $85.93 billion during the quarter, compared to the consensus estimate of $86.12 billion. Cencora had a net margin of 0.50% and a return on equity of 176.54%. The company’s quarterly revenue was up 5.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $3.73 earnings per share. Equities analysts predict that Cencora, Inc. will post 15.37 earnings per share for the current year.

Cencora Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Friday, February 13th will be paid a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. Cencora’s dividend payout ratio (DPR) is presently 28.85%.

Key Cencora News

Here are the key news stories impacting Cencora this week:

• Positive Sentiment: Q1 2026 earnings call highlighted strong U.S. growth that offset international headwinds; management commentary helped support the upbeat tone after results. Cencora Inc (COR) Q1 2026 Earnings Call Highlights
• Positive Sentiment: Cencora closed its deal with OneOncology; coverage of the terms characterizes the agreement as reflecting trust between parties, which supports the company’s oncology services strategy and potential revenue synergies. As Cencora Closes With OneOncology
• Neutral Sentiment: Evercore ISI set a new $420 price target (down from $440) but kept an “outperform” rating — the target implies meaningful upside from current levels despite the trim. Cencora Given New $420.00 Price Target at Evercore ISI
• Neutral Sentiment: Market write-ups and stock-flow coverage are highlighting the mix of EPS beats and revenue dynamics as reasons for the intraday move, keeping attention on upcoming guidance and international performance. Cencora stock trades up, here is why
• Negative Sentiment: Cencora missed Q4 CY2025 revenue estimates, which tempers enthusiasm from the EPS beat and raises questions about near-term revenue momentum. Cencora misses Q4 revenue estimates
• Negative Sentiment: Recent intraday coverage noted the stock underperformed peers on Wednesday, suggesting investors are watching competitive execution and margin trends across the sector. Cencora underperforms competitors

About Cencora

Cencora (NYSE:COR) is a global healthcare services and pharmaceutical distribution company that provides end-to-end solutions across the pharmaceutical supply chain. The company’s core activities include wholesale drug distribution, specialty drug distribution, and the operation of specialty pharmacies, complemented by logistics, cold-chain management and other fulfillment services designed to support complex and temperature-sensitive therapies.

Beyond physical distribution, Cencora offers a range of commercial and patient-focused services for pharmaceutical manufacturers and healthcare providers.