Advisor OS LLC Increases Holdings in McKesson Corporation $MCK

Advisor OS LLC grew its holdings in McKesson Corporation (NYSE:MCK) by 221.4% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 2,189 shares of the company’s stock after acquiring an additional 1,508 shares during the quarter. Advisor OS LLC’s holdings in McKesson were worth $1,691,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. IAM Advisory LLC raised its holdings in McKesson by 0.3% during the third quarter. IAM Advisory LLC now owns 3,908 shares of the company’s stock worth $3,019,000 after purchasing an additional 13 shares in the last quarter. PDS Planning Inc grew its position in shares of McKesson by 1.1% in the 3rd quarter. PDS Planning Inc now owns 1,209 shares of the company’s stock valued at $934,000 after buying an additional 13 shares during the last quarter. Berkshire Asset Management LLC PA raised its stake in McKesson by 4.6% during the 3rd quarter. Berkshire Asset Management LLC PA now owns 294 shares of the company’s stock worth $227,000 after acquiring an additional 13 shares in the last quarter. Goldstein Advisors LLC lifted its position in McKesson by 4.4% in the third quarter. Goldstein Advisors LLC now owns 334 shares of the company’s stock valued at $258,000 after acquiring an additional 14 shares during the last quarter. Finally, Warren Street Wealth Advisors LLC lifted its position in McKesson by 4.9% in the third quarter. Warren Street Wealth Advisors LLC now owns 319 shares of the company’s stock valued at $246,000 after acquiring an additional 15 shares during the last quarter. 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: Large institutional inflows are cited as a key driver behind the stock’s rally, suggesting continued demand from “big money” managers supporting higher valuations. Read More.
• Positive Sentiment: Barclays raised its price target to $1,050 (from $960) and kept an Overweight rating, signaling analyst conviction that shares should remain in favor — this helps push buyers toward the stock. Read More.
• Positive Sentiment: Recent quarterly results beat estimates and McKesson set FY2026 EPS guidance (38.80–39.20), which underpins the bullish analyst revisions and investor inflows. Read More.
• Neutral Sentiment: Industry research lists McKesson among vendors in an expanding Radiology Information Systems market — a longer-term market opportunity but not an immediate stock catalyst. Read More.
• Neutral Sentiment: Brokerage coverage remains skewed to Buy/Outperform (consensus “Moderate Buy”), which supports sentiment but leaves limited immediate upside unless fundamentals surprise further. Read More.
• Negative Sentiment: Faruqi & Faruqi launched a review of McKesson’s proposed share issuance and board conduct, raising governance and dilution concerns that could pressure the stock if the issuance proceeds or litigation follows. Read More.
• Negative Sentiment: An exec director sold ~349 shares (~$328k), a disclosed insider sale that investors may view as minor profit-taking but still worth noting amid governance scrutiny. Read More.
• Negative Sentiment: Some analysts/commentaries (e.g., Seeking Alpha) argue upside could be limited from current levels despite strong results, suggesting some investors may be taking profits. Read More.

McKesson Stock Performance

McKesson stock opened at $962.65 on Thursday. The company has a market cap of $117.91 billion, a P/E ratio of 27.69, a price-to-earnings-growth ratio of 1.54 and a beta of 0.40. McKesson Corporation has a one year low of $619.48 and a one year high of $971.93. The business has a fifty day moving average of $862.22 and a two-hundred day moving average of $802.17.

McKesson (NYSE:MCK) last posted 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 company had revenue of $106.16 billion during the quarter, compared to the consensus estimate of $105.98 billion. McKesson had a net margin of 1.09% and a negative return on equity of 338.97%. The company’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same period last year, the firm earned $8.03 EPS. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. Sell-side analysts predict that McKesson Corporation will post 32.77 EPS for the current year.

McKesson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 2nd will be issued a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, March 2nd. McKesson’s dividend payout ratio (DPR) is 9.43%.

Analyst Upgrades and Downgrades

MCK has been the topic of a number of research analyst reports. TD Cowen lifted their target price on McKesson from $1,000.00 to $1,012.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Morgan Stanley reaffirmed an “overweight” rating and set a $966.00 price target on shares of McKesson in a research report on Thursday, January 29th. JPMorgan Chase & Co. boosted their price objective on McKesson from $983.00 to $1,107.00 and gave the company an “overweight” rating in a research note on Tuesday, February 10th. UBS Group raised their target price on shares of McKesson from $920.00 to $980.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Finally, Weiss Ratings downgraded shares of McKesson from a “buy (a-)” rating to a “buy (b+)” rating in a research report on Thursday, February 5th. Thirteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, McKesson has an average rating of “Moderate Buy” and a consensus price target of $943.50.

Insider Buying and Selling at McKesson

In other McKesson news, CAO Napoleon B. Rutledge, Jr. sold 328 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $955.00, for a total value of $313,240.00. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Leann B. Smith sold 190 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $945.00, for a total transaction of $179,550.00. Following the transaction, the executive vice president directly owned 2,989 shares of the company’s stock, valued at approximately $2,824,605. This trade represents a 5.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,143 shares of company stock worth $1,046,070. 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.