McKesson Corporation (NYSE:MCK) Receives Average Rating of “Moderate Buy” from Brokerages

McKesson Corporation (NYSE:MCK) has been given an average rating of “Moderate Buy” by the seventeen analysts that are presently covering the firm, MarketBeat reports. Four analysts have rated the stock with a hold recommendation and thirteen have assigned a buy recommendation to the company. The average 12 month target price among brokerages that have covered the stock in the last year is $943.50.

A number of research firms have commented on MCK. TD Cowen boosted 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 note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of McKesson in a research report on Wednesday, December 10th. Evercore restated an “outperform” rating and set a $1,000.00 target price on shares of McKesson in a report on Thursday, November 6th. Finally, Zacks Research downgraded shares of McKesson from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 25th.

McKesson Stock Up 0.9%

NYSE:MCK opened at $957.77 on Wednesday. The firm’s fifty day simple moving average is $859.11 and its 200-day simple moving average is $801.04. The stock has a market cap of $117.32 billion, a PE ratio of 27.55, a price-to-earnings-growth ratio of 1.53 and a beta of 0.40. McKesson has a fifty-two week low of $601.45 and a fifty-two week high of $971.93.

McKesson (NYSE:MCK) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $9.34 EPS for the quarter, beating the consensus estimate of $9.19 by $0.15. McKesson had a net margin of 1.09% and a negative return on equity of 338.97%. The firm had revenue of $106.16 billion during the quarter, compared to analysts’ expectations of $105.98 billion. During the same quarter last year, the business earned $8.03 earnings per share. The business’s revenue for the quarter was up 11.4% compared to the same quarter last year. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. Equities analysts anticipate that McKesson will post 32.77 earnings per share for the current year.

McKesson Dividend Announcement

The business 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 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Monday, March 2nd. McKesson’s dividend payout ratio is 9.43%.

Insider Buying and Selling

In other news, CAO Napoleon B. Rutledge, Jr. sold 328 shares of the business’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $955.00, for a total value of $313,240.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Thomas L. Rodgers sold 276 shares of the stock in a transaction on Monday, January 5th. The shares were sold at an average price of $816.18, for a total value of $225,265.68. Following the sale, the executive vice president directly owned 2,268 shares in the company, valued at approximately $1,851,096.24. The trade was a 10.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,143 shares of company stock worth $1,046,070. 0.08% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On McKesson

Hedge funds and other institutional investors have recently modified their holdings of the company. University of Texas Texas AM Investment Management Co. purchased a new position in McKesson in the fourth quarter valued at approximately $25,000. Swiss RE Ltd. purchased a new position in shares of McKesson in the 4th quarter valued at $26,000. GGM Financials LLC acquired a new position in shares of McKesson during the 3rd quarter valued at $25,000. Solstein Capital LLC boosted its position in McKesson by 171.4% during the 2nd quarter. Solstein Capital LLC now owns 38 shares of the company’s stock worth $28,000 after purchasing an additional 24 shares during the period. Finally, State of Wyoming acquired a new stake in McKesson in the 2nd quarter valued at $29,000. 85.07% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting McKesson

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

McKesson Company 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.