B. Metzler seel. Sohn & Co. AG Increases Stake in McKesson Corporation $MCK

B. Metzler seel. Sohn & Co. AG grew its position in McKesson Corporation (NYSE:MCK) by 13.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,860 shares of the company’s stock after acquiring an additional 808 shares during the period. B. Metzler seel. Sohn & Co. AG’s holdings in McKesson were worth $5,300,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. GGM Financials LLC acquired a new position in McKesson during the 3rd quarter worth approximately $25,000. State of Wyoming acquired a new stake in shares of McKesson in the 2nd quarter valued at approximately $29,000. Hopwood Financial Services Inc. acquired a new stake in shares of McKesson in the 3rd quarter valued at approximately $31,000. Abound Wealth Management boosted its stake in shares of McKesson by 104.3% in the third quarter. Abound Wealth Management now owns 47 shares of the company’s stock valued at $37,000 after buying an additional 24 shares in the last quarter. Finally, Delos Wealth Advisors LLC acquired a new position in McKesson during the second quarter worth $35,000. 85.07% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on MCK shares. Leerink Partners reiterated an “outperform” rating and issued a $1,085.00 price objective on shares of McKesson in a research report on Thursday. Wells Fargo & Company boosted their target price on shares of McKesson from $914.00 to $925.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of McKesson in a research note on Wednesday, December 10th. Evercore reiterated an “outperform” rating on shares of McKesson in a research note on Thursday. Finally, Mizuho boosted their price objective on shares of McKesson from $880.00 to $885.00 and gave the stock a “neutral” rating in a report on Thursday, February 5th. Thirteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $960.93.

McKesson Stock Performance

McKesson stock opened at $918.37 on Monday. McKesson Corporation has a fifty-two week low of $633.53 and a fifty-two week high of $999.00. The company has a market capitalization of $112.49 billion, a price-to-earnings ratio of 26.41, a PEG ratio of 1.48 and a beta of 0.38. The stock has a fifty day moving average of $882.53 and a two-hundred day moving average of $817.53.

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

McKesson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 2nd will be paid a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Monday, March 2nd. McKesson’s dividend payout ratio (DPR) is currently 9.43%.

Insider Activity at McKesson

In related news, EVP Thomas L. Rodgers sold 276 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $816.18, for a total transaction of $225,265.68. Following the sale, the executive vice president owned 2,268 shares in the company, valued at approximately $1,851,096.24. This trade represents a 10.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Michele Lau sold 2,725 shares of McKesson stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $990.00, for a total transaction of $2,697,750.00. Following the completion of the sale, the executive vice president directly owned 3,247 shares of the company’s stock, valued at $3,214,530. The trade was a 45.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,868 shares of company stock worth $3,743,820 over the last three months. Company insiders own 0.08% of the company’s stock.

Key Headlines 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 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.