Meiji Yasuda Life Insurance Co Has $1.83 Million Stake in McKesson Corporation $MCK

Meiji Yasuda Life Insurance Co lessened its holdings in shares of McKesson Corporation (NYSE:MCK) by 25.7% during the 3rd quarter, HoldingsChannel reports. The firm owned 2,374 shares of the company’s stock after selling 822 shares during the period. Meiji Yasuda Life Insurance Co’s holdings in McKesson were worth $1,834,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of MCK. GGM Financials LLC acquired a new stake in McKesson during the 3rd quarter worth approximately $25,000. State of Wyoming acquired a new position in shares of McKesson in the second quarter valued at approximately $29,000. Hopwood Financial Services Inc. bought a new stake in shares of McKesson during the third quarter worth $31,000. Delos Wealth Advisors LLC acquired a new stake in shares of McKesson during the second quarter worth $35,000. Finally, Abound Wealth Management raised its holdings in shares of McKesson by 104.3% during the third quarter. Abound Wealth Management now owns 47 shares of the company’s stock worth $37,000 after acquiring an additional 24 shares during the period. 85.07% of the stock is owned by institutional investors.

Insider Activity at McKesson

In related news, EVP Leann B. Smith sold 190 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $945.00, for a total transaction of $179,550.00. Following the transaction, the executive vice president directly owned 2,989 shares of the company’s stock, valued at approximately $2,824,605. The trade was a 5.98% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Napoleon B. Rutledge, Jr. sold 328 shares of McKesson stock in a transaction 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. Insiders sold 3,868 shares of company stock worth $3,743,820 over the last ninety days. Company insiders own 0.08% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Mizuho upped their target price on shares of McKesson from $880.00 to $885.00 and gave the stock a “neutral” rating in a research note on Thursday, February 5th. Raymond James Financial set a $970.00 price target on McKesson in a research note on Thursday. Evercore restated an “outperform” rating on shares of McKesson in a report on Thursday. Robert W. Baird set a $968.00 price objective on McKesson in a research report on Wednesday, January 14th. Finally, Weiss Ratings downgraded McKesson from a “buy (a-)” rating to a “buy (b+)” rating in a report on Thursday, February 5th. Thirteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average 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

McKesson Price Performance

Shares of NYSE:MCK opened at $918.37 on Friday. The company’s 50-day moving average price is $882.53 and its two-hundred day moving average price is $816.72. McKesson Corporation has a one year low of $633.53 and a one year high of $999.00. The stock has a market capitalization 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.

McKesson (NYSE:MCK) last posted its quarterly 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. 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 for the quarter, compared to analyst estimates of $105.98 billion. During the same quarter in the previous year, the firm earned $8.03 EPS. The business’s quarterly revenue was up 11.4% on a year-over-year basis. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. On average, analysts anticipate that McKesson Corporation will post 32.77 earnings per share for the current fiscal year.

McKesson Dividend Announcement

The company also recently disclosed 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 (DPR) is 9.43%.

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.