Maria Martinez Sells 349 Shares of McKesson (NYSE:MCK) Stock

McKesson Corporation (NYSE:MCK) Director Maria Martinez sold 349 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $939.87, for a total transaction of $328,014.63. Following the completion of the sale, the director owned 301 shares in the company, valued at $282,900.87. This represents a 53.69% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

McKesson Price Performance

Shares of McKesson stock opened at $957.77 on Wednesday. McKesson Corporation has a 1 year low of $601.45 and a 1 year high of $971.93. The business has a 50 day moving average price of $859.11 and a 200 day moving average price of $801.04. The company has a market capitalization of $117.32 billion, a P/E ratio of 27.55, a P/E/G ratio of 1.53 and a beta of 0.40.

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

McKesson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 2nd will be paid a $0.82 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $3.28 annualized dividend and a yield of 0.3%. McKesson’s payout ratio is presently 9.43%.

Institutional Investors Weigh In On McKesson

Institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in shares of McKesson by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 12,104,719 shares of the company’s stock valued at $9,929,380,000 after purchasing an additional 73,109 shares in the last quarter. State Street Corp raised its holdings in McKesson by 0.5% in the fourth quarter. State Street Corp now owns 5,780,179 shares of the company’s stock valued at $4,746,118,000 after buying an additional 29,660 shares during the period. Geode Capital Management LLC lifted its position in McKesson by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 2,857,344 shares of the company’s stock valued at $2,333,520,000 after buying an additional 25,082 shares in the last quarter. Franklin Resources Inc. grew its stake in McKesson by 5.4% during the fourth quarter. Franklin Resources Inc. now owns 2,825,954 shares of the company’s stock worth $2,318,102,000 after buying an additional 144,633 shares during the period. Finally, Alliancebernstein L.P. grew its stake in McKesson by 5.6% during the third quarter. Alliancebernstein L.P. now owns 2,394,699 shares of the company’s stock worth $1,850,001,000 after buying an additional 126,684 shares during the period. Hedge funds and other institutional investors own 85.07% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on MCK. Wells Fargo & Company boosted their price objective on shares of McKesson from $914.00 to $925.00 and gave the company an “equal weight” rating in a research report on Thursday, February 5th. Robert W. Baird set a $968.00 price target on McKesson in a report on Wednesday, January 14th. Zacks Research cut McKesson from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 25th. UBS Group upped their target price on McKesson from $920.00 to $980.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Finally, Barclays increased their target price on McKesson from $960.00 to $1,050.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. Thirteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, McKesson has a consensus rating of “Moderate Buy” and an average target price of $943.50.

More McKesson News

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: McKesson reported a Q3 beat, raised FY‑2026 EPS guidance (38.80–39.20) and recently announced a quarterly dividend — these fundamentals support further upside and income-oriented investor interest. MarketBeat McKesson coverage
• Positive Sentiment: Analyst sentiment remains generally favorable (major firms maintaining/raising targets and a consensus “Moderate Buy”), which can sustain buying pressure and higher price targets. Zacks article
• Positive Sentiment: McKesson is named among leaders in expanding healthcare IT markets (e.g., radiology information systems and workforce management), highlighting potential software/service revenue tailwinds over the medium term. RIS market report
• Neutral Sentiment: Analysis pieces note McKesson’s strong recent earnings but argue that much of the near‑term upside may be already priced in, which could temper momentum unless new catalysts arrive. Seeking Alpha
• Neutral Sentiment: Heightened investor attention and coverage (most‑searched/coverage articles) can increase volatility and trading volume but are not a directional catalyst by themselves. Zacks investor interest
• Negative Sentiment: Faruqi & Faruqi has opened an inquiry into McKesson’s board over a proposed large share issuance — an investor/activist governance probe that raises dilution and fiduciary‑duty concerns and could pressure the stock if material. Faruqi probe
• Negative Sentiment: A company director (Maria Martinez) disclosed a sale of 349 shares (~$328k) in mid‑February — insider selling can be taken negatively by the market even if the dollar amount is modest relative to institutional ownership. InsiderTrades alert

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.