Bensler LLC Takes Position in Cencora, Inc. $COR

Bensler LLC acquired a new stake in shares of Cencora, Inc. (NYSE:COR) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 5,376 shares of the company’s stock, valued at approximately $1,816,000.

A number of other large investors have also recently made changes to their positions in the stock. Marshall Wace LLP boosted its holdings in Cencora by 518.9% in the third quarter. Marshall Wace LLP now owns 1,995,118 shares of the company’s stock valued at $623,534,000 after purchasing an additional 1,672,762 shares during the last quarter. Mizuho Markets Americas LLC boosted its holdings in Cencora by 116.4% in the third quarter. Mizuho Markets Americas LLC now owns 212,800 shares of the company’s stock valued at $66,506,000 after purchasing an additional 1,511,906 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Cencora by 528.9% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,475,859 shares of the company’s stock valued at $461,250,000 after purchasing an additional 1,241,186 shares during the last quarter. Viking Global Investors LP boosted its holdings in Cencora by 95.0% in the second quarter. Viking Global Investors LP now owns 2,081,732 shares of the company’s stock valued at $624,207,000 after purchasing an additional 1,013,913 shares during the last quarter. Finally, Vanguard Group Inc. boosted its holdings in Cencora by 4.1% in the third quarter. Vanguard Group Inc. now owns 23,395,547 shares of the company’s stock valued at $7,311,810,000 after purchasing an additional 916,506 shares during the last quarter. 97.52% of the stock is owned by hedge funds and other institutional investors.

Cencora News Roundup

Here are the key news stories impacting Cencora this week:

• Positive Sentiment: Cencora raised FY2026 EPS guidance to $17.65-$17.90 and resumed a $1 billion share repurchase program, signaling management confidence in earnings power and capital returns.
• Positive Sentiment: Several Wall Street firms still maintained bullish ratings after cutting price targets, including Citi and Baird, suggesting analysts continue to see upside despite the selloff.
• Neutral Sentiment: Commentary around the stock emphasizes a “valuation debate” and whether the post-earnings decline was overdone, indicating investors are reassessing expectations rather than reacting to a new operational shock. Cencora NYSE Composite Reset Sparks Valuation Debate
• Neutral Sentiment: Analyst and media coverage is also centered on margin expansion versus growth, reflecting debate over whether Cencora is prioritizing profitability and buybacks over top-line momentum. Is Cencora (COR) Prioritizing Margin Expansion Over Growth With Its Raised EPS Outlook and Buybacks?
• Negative Sentiment: The main bearish driver is the earnings report, which missed EPS estimates and came with sales below analyst expectations, raising concerns about near-term growth momentum. Cencora (NYSE:COR) reports sales below analyst estimates in Q1 CY2026 earnings
• Negative Sentiment: A securities fraud investigation announcement could add overhang and legal-risk concerns, potentially worsening sentiment until more details are known. Securities Fraud Investigation Into Cencora, Inc. (COR) Announced

Cencora Trading Up 2.2%

COR stock opened at $261.16 on Friday. The company’s 50-day simple moving average is $327.81 and its 200-day simple moving average is $342.26. The company has a quick ratio of 0.51, a current ratio of 0.95 and a debt-to-equity ratio of 3.40. Cencora, Inc. has a 52-week low of $244.82 and a 52-week high of $377.54. The firm has a market cap of $50.80 billion, a P/E ratio of 20.03, a PEG ratio of 1.21 and a beta of 0.64.

Cencora (NYSE:COR) last posted its earnings results on Wednesday, May 6th. The company reported $4.75 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.82 by ($0.07). Cencora had a return on equity of 135.20% and a net margin of 0.78%.The firm had revenue of $78.36 billion for the quarter, compared to analysts’ expectations of $81.09 billion. During the same period in the previous year, the company earned $4.42 earnings per share. The company’s revenue was up 3.9% compared to the same quarter last year. Cencora has set its FY 2026 guidance at 17.650-17.900 EPS. As a group, equities analysts forecast that Cencora, Inc. will post 17.73 EPS for the current fiscal year.

Cencora Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Friday, May 15th will be paid a dividend of $0.60 per share. This represents a $2.40 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, May 15th. Cencora’s dividend payout ratio is presently 18.40%.

Wall Street Analysts Forecast Growth

Several research firms have commented on COR. Robert W. Baird lowered their price target on shares of Cencora from $420.00 to $339.00 and set an “outperform” rating on the stock in a report on Thursday. Leerink Partners reaffirmed an “outperform” rating on shares of Cencora in a report on Tuesday, March 17th. Jefferies Financial Group raised shares of Cencora from an “underperform” rating to a “buy” rating in a report on Thursday, January 22nd. Barclays upped their price target on shares of Cencora from $400.00 to $425.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cencora in a report on Monday, May 4th. Twelve investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $388.42.

About Cencora

Cencora (NYSE:COR) is a global healthcare services and pharmaceutical distribution company that provides end-to-end solutions across the pharmaceutical supply chain. The company’s core activities include wholesale drug distribution, specialty drug distribution, and the operation of specialty pharmacies, complemented by logistics, cold-chain management and other fulfillment services designed to support complex and temperature-sensitive therapies.

Beyond physical distribution, Cencora offers a range of commercial and patient-focused services for pharmaceutical manufacturers and healthcare providers.