Ameriflex Group Inc. Boosts Stake in McKesson Corporation $MCK

Ameriflex Group Inc. lifted its position in McKesson Corporation (NYSE:MCK) by 794.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 662 shares of the company’s stock after acquiring an additional 588 shares during the period. Ameriflex Group Inc.’s holdings in McKesson were worth $511,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. GGM Financials LLC bought a new stake in McKesson during the third quarter worth about $25,000. State of Wyoming bought a new position in shares of McKesson during the second quarter valued at approximately $29,000. Hopwood Financial Services Inc. bought a new position in shares of McKesson during the third quarter valued at approximately $31,000. Delos Wealth Advisors LLC purchased a new position in shares of McKesson during the second quarter valued at approximately $35,000. Finally, Abound Wealth Management boosted its position in shares of McKesson by 104.3% in the 3rd quarter. Abound Wealth Management now owns 47 shares of the company’s stock worth $37,000 after purchasing an additional 24 shares in the last quarter. 85.07% of the stock is currently owned by institutional investors.

Key Stories Impacting McKesson

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: Analyst support and dividend: Several sell‑side firms have raised price targets or reiterated buy ratings and McKesson recently declared its quarterly dividend (payable April 1). That continued analyst backing and a steady payout help underpin investor confidence. 3 Dividend Growth Stocks Quietly Raising Payouts
• Neutral Sentiment: CFO transition announced: Longtime CFO Britt Vitalone will retire and McKesson named Kenny Cheung as incoming EVP & CFO effective May 29, 2026. The advance naming of a successor reduces leadership uncertainty but still warrants monitoring during the handover. McKesson Announces Planned CFO Transition
• Neutral Sentiment: Q4/FY‑2026 earnings date and webcast set for May 7; company says management will host the call and reiterated FY‑2026 outlook. The scheduled release and affirmed guidance reduce near‑term uncertainty but make the May 7 print a key catalyst. Earnings Release Date and Conferences
• Neutral Sentiment: Heightened retail/institutional attention: McKesson has been a trending stock in screens and writeups (Zacks, Yahoo/Zacks summaries), which can amplify volatility as traders reposition ahead of the earnings/counsel changes. Zacks Trending Stock Summary
• Negative Sentiment: Insider sale: EVP Michele Lau disclosed a sale of 2,725 shares (filed with the SEC). Executive stock sales can be perceived negatively by some investors, adding downward pressure amid the other headlines. Insider Sale Filing

McKesson Stock Down 1.4%

MCK stock opened at $918.37 on Friday. The business’s 50-day moving average price is $882.53 and its 200-day moving average price is $815.75. The stock has a market cap of $112.49 billion, a P/E ratio of 26.41, a PEG ratio of 1.50 and a beta of 0.38. McKesson Corporation has a twelve month low of $633.53 and a twelve month high of $999.00.

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 company had revenue of $106.16 billion for the quarter, compared to analysts’ expectations of $105.98 billion. McKesson had a net margin of 1.09% and a negative return on equity of 338.97%. The firm’s revenue was up 11.4% compared to the same quarter last year. During the same quarter last year, the business earned $8.03 EPS. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. On average, equities research analysts expect that McKesson Corporation will post 32.77 earnings per share 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 issued 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 0.4%. McKesson’s dividend payout ratio is currently 9.43%.

Insider Buying and Selling

In other McKesson news, EVP Leann B. Smith sold 190 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $945.00, for a total value of $179,550.00. Following the completion of the sale, the executive vice president owned 2,989 shares in the company, valued at approximately $2,824,605. This represents a 5.98% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Maria Martinez sold 349 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $939.87, for a total value of $328,014.63. Following the sale, the director directly owned 301 shares in the company, valued at approximately $282,900.87. This represents a 53.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 3,868 shares of company stock worth $3,743,820 in the last three months. Corporate insiders own 0.08% of the company’s stock.

Analyst Ratings Changes

Several analysts recently weighed in on MCK shares. Mizuho upped their price target on McKesson from $880.00 to $885.00 and gave the stock a “neutral” rating in a research note on Thursday, February 5th. Morgan Stanley reissued an “overweight” rating and issued a $966.00 target price on shares of McKesson in a report on Thursday, January 29th. Zacks Research cut McKesson from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 25th. Raymond James Financial set a $970.00 price target on McKesson in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of McKesson in a research report on Wednesday, December 10th. Thirteen equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, McKesson presently has an average rating of “Moderate Buy” and a consensus target price of $960.93.

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.