McKesson Corporation $MCK Position Increased by Vinva Investment Management Ltd

Vinva Investment Management Ltd grew its position in McKesson Corporation (NYSE:MCK) by 22.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,492 shares of the company’s stock after buying an additional 1,951 shares during the quarter. Vinva Investment Management Ltd’s holdings in McKesson were worth $7,993,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Parallel Advisors LLC lifted its position in shares of McKesson by 2.0% in the 3rd quarter. Parallel Advisors LLC now owns 2,600 shares of the company’s stock valued at $2,009,000 after acquiring an additional 52 shares in the last quarter. Obsidian Personal Planning Solutions LLC grew its position in McKesson by 2.9% during the 3rd quarter. Obsidian Personal Planning Solutions LLC now owns 426 shares of the company’s stock worth $346,000 after purchasing an additional 12 shares in the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund raised its stake in McKesson by 157.1% during the 3rd 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 purchasing an additional 2,200 shares during the period. Ameriflex Group Inc. raised its stake in McKesson by 794.6% during the 3rd quarter. Ameriflex Group Inc. now owns 662 shares of the company’s stock valued at $511,000 after purchasing an additional 588 shares during the period. Finally, Blair William & Co. IL lifted its holdings in shares of McKesson by 12.5% in the third quarter. Blair William & Co. IL now owns 14,057 shares of the company’s stock valued at $10,860,000 after purchasing an additional 1,565 shares in the last quarter. 85.07% of the stock is owned by hedge funds and other institutional investors.

McKesson Trading Down 1.4%

MCK opened at $918.37 on Monday. The stock has a fifty day moving average price of $882.53 and a 200 day moving average price of $817.53. McKesson Corporation has a 1 year low of $633.53 and a 1 year high of $999.00. The stock has a market cap of $112.49 billion, a price-to-earnings ratio of 26.41, a PEG ratio of 1.48 and a beta of 0.38.

McKesson (NYSE:MCK) last issued its earnings results on Wednesday, February 4th. The company reported $9.34 earnings per share for the quarter, topping the consensus estimate of $9.19 by $0.15. The company had revenue of $106.16 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period in the prior year, the firm posted $8.03 EPS. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. As a group, sell-side analysts forecast that McKesson Corporation will post 32.77 earnings per share for the current fiscal year.

McKesson Announces Dividend

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

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. Evercore reaffirmed an “outperform” rating on shares of McKesson in a research report on Thursday. TD Cowen increased their price objective on McKesson from $1,000.00 to $1,012.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. JPMorgan Chase & Co. lifted their target price on McKesson from $983.00 to $1,107.00 and gave the company an “overweight” rating in a research note on Tuesday, February 10th. Morgan Stanley reiterated an “overweight” rating and issued a $966.00 target price on shares of McKesson in a report on Thursday, January 29th. Finally, Barclays increased their price target on shares of McKesson from $960.00 to $1,050.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. Thirteen research analysts have rated the stock with a Buy rating and four have issued 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 News Summary

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

Insider Transactions at McKesson

In other McKesson news, Director Maria Martinez sold 349 shares of McKesson stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $939.87, for a total value of $328,014.63. Following the completion of the sale, 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. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Napoleon B. Rutledge, Jr. sold 328 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $955.00, for a total transaction of $313,240.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 3,868 shares of company stock valued at $3,743,820. Insiders own 0.08% of the company’s stock.

About McKesson

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.