McKesson Corporation $MCK Shares Newly Acquired by M Holdings Securities Inc.

M Holdings Securities Inc. acquired a new position in shares of McKesson Corporation (NYSE:MCK) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,726 shares of the company’s stock, valued at approximately $5,743,000.

Several other hedge funds also recently modified their holdings of MCK. Nvwm LLC raised its stake in shares of McKesson by 933.3% in the third quarter. Nvwm LLC now owns 31 shares of the company’s stock valued at $26,000 after acquiring an additional 28 shares during the last quarter. Delos Wealth Advisors LLC acquired a new position in shares of McKesson in the 2nd quarter worth approximately $27,000. Trellis Wealth Advisors LLC acquired a new position in shares of McKesson in the 3rd quarter worth approximately $32,000. GK Wealth Management LLC bought a new stake in McKesson during the 3rd quarter worth approximately $38,000. Finally, Curry Webb Wealth Management LLC bought a new stake in McKesson during the 3rd quarter worth approximately $38,000. Institutional investors and hedge funds own 85.07% of the company’s stock.

Key Headlines Impacting McKesson

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: McKesson beat fiscal Q2 2027 estimates, reporting adjusted EPS of $11.68 and revenue of about $111 billion, up roughly 7.5% year over year. The company also raised its fiscal 2027 adjusted EPS outlook to $45.60–$46.40, supported by specialty-drug demand, higher prescription volumes and operating gains. MCK Q2 Earnings Beat Estimates on Specialty Growth, Outlook Raised
• Positive Sentiment: Analyst sentiment has strengthened: UBS raised its price target to $1,250 and maintained a Buy rating, while TD Cowen and Leerink Partners lifted targets to $1,200. Separately, Zacks upgraded MCK to Rank #2 (Buy), citing improving earnings prospects. Zacks upgrades McKesson to Buy
• Neutral Sentiment: EVP Francisco Fraga sold 650 shares under a pre-arranged Rule 10b5-1 plan and retained 4,414 shares. The filing does not explain the purpose of this latest sale; an earlier sale was described as covering tax withholding on vested equity awards. SEC filing
• Negative Sentiment: RBC raised its price target but kept a Sector Perform rating and set a $965 target, below the recent share price. That more cautious view may temper enthusiasm after MCK’s strong run. RBC comments on McKesson’s execution

Analysts Set New Price Targets

MCK has been the subject of a number of recent analyst reports. Barclays raised their price target on McKesson from $925.00 to $1,000.00 and gave the company an “overweight” rating in a report on Wednesday, August 19th. Morgan Stanley set a $977.00 price objective on McKesson in a research note on Tuesday, October 6th. Bank of America increased their target price on McKesson from $950.00 to $1,050.00 in a report on Thursday, August 6th. Mizuho raised their target price on McKesson from $905.00 to $1,020.00 and gave the company a “neutral” rating in a research note on Tuesday, October 20th. Finally, Weiss Ratings raised McKesson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, September 4th. Fifteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,026.18.

Insider Buying and Selling at McKesson

In related news, EVP Francisco Fraga sold 650 shares of the firm’s stock in a transaction dated Thursday, November 5th. The stock was sold at an average price of $1,102.96, for a total value of $716,924.00. Following the transaction, the executive vice president owned 4,414 shares in the company, valued at $4,868,465.44. This trade represents a 12.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO B Jr sold 111 shares of McKesson stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $891.45, for a total transaction of $98,950.95. Following the sale, the chief accounting officer owned 521 shares of the company’s stock, valued at approximately $464,445.45. This represents a 17.56% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 2,161 shares of company stock valued at $2,242,515 over the last three months. Insiders own 0.06% of the company’s stock.

McKesson Trading Down 0.0%

Shares of MCK stock opened at $1,060.79 on Monday. McKesson Corporation has a 1 year low of $723.68 and a 1 year high of $1,121.50. The firm’s 50 day moving average is $938.13 and its 200-day moving average is $868.12. The firm has a market capitalization of $122.48 billion, a price-to-earnings ratio of 27.28, a PEG ratio of 1.97 and a beta of 0.27.

McKesson (NYSE:MCK) last issued its quarterly earnings results on Wednesday, November 4th. The company reported $11.68 earnings per share for the quarter, beating analysts’ consensus estimates of $10.72 by $0.96. McKesson had a net margin of 1.12% and a negative return on equity of 202.94%. The business had revenue of $110.96 billion during the quarter, compared to analyst estimates of $109.90 billion. During the same quarter last year, the business posted $9.86 earnings per share. McKesson’s revenue for the quarter was up 7.5% compared to the same quarter last year. On average, equities research analysts forecast that McKesson Corporation will post 46.21 earnings per share for the current fiscal year.

McKesson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Tuesday, December 1st will be given a $0.94 dividend. This represents a $3.76 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date is Tuesday, December 1st. McKesson’s dividend payout ratio (DPR) is presently 9.67%.

McKesson Profile

McKesson Corporation is a healthcare services and information technology company that distributes pharmaceuticals and other medical products. Its customers include pharmacies, hospitals, health systems, clinics and other healthcare providers.

The company also provides medical-surgical supplies and technology and services that support pharmacy operations, prescription management and care delivery. Its offerings include specialized support for oncology and other areas of care.

Founded in 1833, McKesson serves customers primarily in the United States and Canada.