McKesson Corporation $MCK Holdings Raised by Rathbones Group PLC

Rathbones Group PLC boosted its stake in McKesson Corporation (NYSE:MCK) by 1.1% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 55,769 shares of the company’s stock after buying an additional 612 shares during the period. Rathbones Group PLC’s holdings in McKesson were worth $43,084,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Vinva Investment Management Ltd raised its position in shares of McKesson by 22.8% during the 3rd quarter. Vinva Investment Management Ltd now owns 10,492 shares of the company’s stock worth $7,993,000 after buying an additional 1,951 shares in the last quarter. Parallel Advisors LLC lifted its stake in shares of McKesson by 2.0% in the 3rd quarter. Parallel Advisors LLC now owns 2,600 shares of the company’s stock worth $2,009,000 after acquiring an additional 52 shares during the period. Obsidian Personal Planning Solutions LLC boosted its holdings in shares of McKesson by 2.9% in the third quarter. Obsidian Personal Planning Solutions LLC now owns 426 shares of the company’s stock valued at $346,000 after acquiring an additional 12 shares in the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund boosted its holdings in shares of McKesson by 157.1% in the third quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund now owns 3,600 shares of the company’s stock valued at $2,781,000 after acquiring an additional 2,200 shares in the last quarter. Finally, Ameriflex Group Inc. increased its stake in shares of McKesson by 794.6% during the third quarter. Ameriflex Group Inc. now owns 662 shares of the company’s stock valued at $511,000 after acquiring an additional 588 shares during the period. Institutional investors and hedge funds own 85.07% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Leann B. Smith sold 190 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $945.00, for a total transaction of $179,550.00. Following the completion of the sale, the executive vice president directly owned 2,989 shares in the company, valued at approximately $2,824,605. This trade represents a 5.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Maria Martinez sold 349 shares of the business’s 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 transaction, the director directly owned 301 shares in the company, valued at $282,900.87. The trade was a 53.69% 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 valued at $3,743,820 over the last ninety days. Insiders own 0.08% of the company’s stock.

McKesson Stock Down 1.4%

Shares of McKesson stock opened at $918.37 on Friday. McKesson Corporation has a 12 month low of $633.53 and a 12 month high of $999.00. The stock has a market cap of $112.49 billion, a PE ratio of 26.41, a price-to-earnings-growth ratio of 1.48 and a beta of 0.38. The business has a fifty day simple moving average of $882.53 and a 200-day simple moving average of $816.72.

McKesson (NYSE:MCK) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $9.34 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $105.98 billion. During the same period in the prior year, the business earned $8.03 EPS. The business’s revenue for the quarter was up 11.4% on a year-over-year basis. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. Analysts expect that McKesson Corporation will post 32.77 EPS for the current fiscal year.

McKesson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 2nd will be given a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Monday, March 2nd. McKesson’s dividend payout ratio is 9.43%.

Analysts Set New Price Targets

MCK has been the subject of a number of research analyst reports. JPMorgan Chase & Co. upped their target price on McKesson from $983.00 to $1,107.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Zacks Research cut McKesson from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 25th. Wall Street Zen downgraded McKesson from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Morgan Stanley restated an “overweight” rating and issued a $966.00 price objective on shares of McKesson in a report on Thursday, January 29th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of McKesson in a research note on Wednesday, December 10th. Thirteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $960.93.

More McKesson News

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.