MCK
MCKESSON CORP
$754.68
-0.95%
$91.6B
No data for this timeframe.
Vol
Market Cap$91.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (87%)
Inst. Holders10 funds
Inst. Value$18.6B
Inst. Activity1 buys / 1 sells
Insider Activity0B / 4S
Insider Net $-$3.6M
Reddit Sentiment50° Neutral
SEC Reports4
Congressional4 trades
Exchange NYSE·Sector Wholesale-Drugs, Proprietaries & Druggists' Sundries·Inc. DE·CIK 0000927653·Prev Close $761.89
Recent Activity
May 7, 2026
SEC
McKesson reported a strong Q4 FY2026 with GAAP EPS of $13.71 (+37% YoY) and Adjusted EPS of $11.69 (+16% YoY) on revenue
8-K — Impact 8/10
May 7, 2026
earnings_calendar
MCK Q4 2026 Earnings After Market Close — 2026-05-07
Apr 28, 2026
SEC
McKesson replaced its existing $1.0B 364-day and $4.0B five-year revolving credit facilities with a new $5.0B five-year
8-K — Impact 3/10
Apr 6, 2026
SEC
McKesson Corporation subsidiary entered into a $1.25 billion senior secured credit facility, comprising a $750 million t
8-K — Impact 4/10
Mar 2, 2026
Insider
Lau Michele sold 2,725 shares
EVP and Chief Legal Officer @ $990.00 ($2.7M)
Feb 19, 2026
Insider
Martinez Maria sold 349 shares
Director @ $939.87 ($328.0K)
Feb 11, 2026
Insider
Lau Michele sold 303 shares
EVP and Chief Legal Officer @ $933.39 ($282.8K)
Inst.
NORGES BANK — NEW
2,012,870 shares ($1.7B)
Price Targets
$949.73
+25.8% upside
Strong Buy
Current $754.68
Low $812.00
Median $945.00
High $1,065.00
15 analysts
$812.00
$1,065.00
Analyst Ratings
8Strong Buy
12Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 14, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 12, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| May 8, 2026 | UBS | MAINTAIN | Buy → Buy |
| May 8, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 8, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $9.58 | $8.51 — $10.14 | 16% YoY | 14 |
| Next Q | $10.79 ▼ -0.6% | $10.42 — $11.35 | 9% YoY | 14 |
| Current FY | $44.26 | $44.09 — $44.50 | 13% YoY | 17 |
| Next FY | $50.32 ▲ +0.9% | $49.54 — $52.44 | 14% YoY | 15 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $9.9B | — |
| FMR LLC | $2.6B | ADD |
| MORGAN STANLEY | $2.0B | — |
| NORGES BANK | $1.7B | NEW |
| BANK OF AMERICA CORP | $1.2B | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 2, 2026 | Lau Michele | SELL | $2.7M |
| Feb 19, 2026 | Martinez Maria | SELL | $328.0K |
| Feb 11, 2026 | Lau Michele | SELL | $282.8K |
| Feb 10, 2026 | Smith LeAnn | M | $0.00 |
| Feb 10, 2026 | Smith LeAnn | F | $120.6K |
Reddit Sentiment
50°▲
Neutral
Bearish
Neutral
Bullish
Congressional Trades
2 members: 3 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Lizzie Fletcher | D | SELL | $1,001 - $15,000 |
| Markwayne Mullin | R | BUY | $15,001 - $50,000 |
| Markwayne Mullin | R | BUY | $15,001 - $50,000 |
10 institutional holders with $18.6B total value (22,680,494 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 12,104,719 | $9.9B | 53.4% | — |
| 2 | FMR LLC | 3,205,122 | $2.6B | 14.1% | ADD +36.4% |
| 3 | MORGAN STANLEY | 2,389,249 | $2.0B | 10.5% | — |
| 4 | NORGES BANK | 2,012,870 | $1.7B | 8.9% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 1,502,810 | $1.2B | 6.6% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 934,164 | $766.3M | 4.1% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 436,883 | $358.4M | 1.9% | — |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 61,286 | $50.3M | 0.3% | TRIM -49.9% |
| 9 | MUHLENKAMP & CO INC | 27,193 | $22.3M | 0.1% | TRIM -29.8% |
| 10 | TWO SIGMA INVESTMENTS, LP | 6,198 | $5.1M | 0.0% | NEAR_EXIT -97.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,012,870 | — | $1.7B | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 122,426 | 61,286 | -49.9% | $50.3M | 2025-Q4 |
| FMR LLC | ADD | 2,147,098 | 2,928,757 | +36.4% | $2.3B | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 198,126 | 122,426 | -38.2% | $94.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 289,430 | 5,950 | -97.9% | $4.6M | 2025-Q3 |
| NORGES BANK | EXIT | 1,837,742 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | ADD | 1,614,003 | 2,147,098 | +33.0% | $1.6B | 2025-Q2 |
| NORGES BANK | NEW | — | 1,837,742 | — | $1.3B | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 800 | 198,126 | +24665.8% | $145.2M | 2025-Q2 |
| MUHLENKAMP & CO INC | TRIM | 38,589 | 27,084 | -29.8% | $19.8M | 2025-Q2 |
| FMR LLC | TRIM | 2,544,839 | 1,614,003 | -36.6% | $1.1B | 2025-Q1 |
| UBS Group AG | TRIM | 1,052,495 | 650,811 | -38.2% | $438.0M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 605,355 | 346,900 | -42.7% | $233.5M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 164,741 | 325,934 | +97.8% | $219.4M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 235,226 | 800 | -99.7% | $538.4K | 2025-Q1 |
| NORGES BANK | EXIT | 2,106,229 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 87,626 | 235,226 | +168.4% | $134.1M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 839,239 | — | $414.9M | 2024-Q3 |
4 unique insiders with 4 transactions. Net insider value: -$3.6M ($0.00 bought, $3.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 2, 2026 | Lau Michele | EVP and Chief Legal Officer | SELL | 2,725 | $990.00 | $2.7M |
| Feb 19, 2026 | Martinez Maria | Director | SELL | 349 | $939.87 | $328.0K |
| Feb 11, 2026 | Lau Michele | EVP and Chief Legal Officer | SELL | 303 | $933.39 | $282.8K |
| Feb 10, 2026 | Smith LeAnn B | EVP & Chief HR Officer | M | 508 | $0.00 | $0.00 |
| Feb 10, 2026 | Smith LeAnn B | EVP & Chief HR Officer | F | 129 | $935.21 | $120.6K |
| Feb 10, 2026 | Smith LeAnn B | EVP & Chief HR Officer | M | 508 | $0.00 | $0.00 |
| Feb 9, 2026 | Lau Michele | EVP and Chief Legal Officer | M | 3,990 | $0.00 | $0.00 |
| Feb 9, 2026 | Lau Michele | EVP and Chief Legal Officer | F | 1,421 | $962.32 | $1.4M |
| Feb 9, 2026 | Lau Michele | EVP and Chief Legal Officer | M | 3,990 | $0.00 | $0.00 |
| Feb 6, 2026 | Rutledge Napoleon B JR | SVP, Controller & CAO | SELL | 328 | $955.00 | $313.2K |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 4.5/10.
BULLISH
8-K
8/10
McKesson reported a strong Q4 FY2026 with GAAP EPS of $13.71 (+37% YoY) and Adjusted EPS of $11.69 (
May 7, 2026
NEUTRAL
8-K
3/10
McKesson replaced its existing $1.0B 364-day and $4.0B five-year revolving credit facilities with a
Apr 28, 2026
NEUTRAL
8-K
4/10
McKesson Corporation subsidiary entered into a $1.25 billion senior secured credit facility, compris
Apr 6, 2026
NEUTRAL
8-K
3/10
McKesson announced the retirement of CFO Britt Vitalone after a 20-year career, with Kenny Cheung ap
Mar 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (87% buy). Based on 23 analysts: 8 strong buy, 12 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$949.73 mean target
+25.8% upside
Strong Buy (1.47)
$812.00 Low
$1,065.00 High
| Metric | Value |
|---|---|
| Current Price | $754.68 |
| Target Low | $812.00 |
| Target Mean | $949.73 |
| Target Median | $945.00 |
| Target High | $1,065.00 |
| # Analysts | 15 |
| Recommendation | Strong Buy (1.47) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$9.58 | $8.51 | $10.14 | 16.0% | +0.3% | 3↑ 2↓ | $104.0B | 6.3% | 14 |
| Next Q 2026-09-30 |
$10.79 | $10.42 | $11.35 | 9.4% | -0.6% | 3↑ 2↓ | $109.9B | 6.5% | 14 |
| Current FY 2027-03-31 |
$44.26 | $44.09 | $44.50 | 13.2% | +0.3% | 6↑ 4↓ | $431.6B | 7.0% | 17 |
| Next FY 2028-03-31 |
$50.32 | $49.54 | $52.44 | 13.7% | +0.9% | 8↑ 2↓ | $463.9B | 7.5% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $9.584 | |
| 7d ago | $9.657 | -0.073 |
| 30d ago | $9.555 | +0.028 |
| 60d ago | $9.723 | -0.139 |
| 90d ago | $9.732 | -0.149 |
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 14, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 12, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 8, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 8, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 8, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Apr 28, 2026 | William Blair | INITIATE | — | Outperform |
| Apr 22, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 8, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Apr 6, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Feb 18, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 10, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 5, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Feb 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 5, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Dec 9, 2025 | Barclays | INITIATE | — | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 8 | 12 | 3 | 0 | 0 | 87% | |
| Apr 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% | |
| Mar 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% | |
| Feb 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% | |
| Jan 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 3 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 8, 2026 | Lizzie Fletcher | D | HOUSE | SELL | $1,001 - $15,000 | McKesson Corp | May 1, 2026 (24d) |
| Feb 4, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | McKesson Corp | Mar 2, 2026 (27d) |
| Jan 5, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | McKesson Corp | Feb 4, 2026 (31d) |
| Jan 5, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | McKesson Corp | Feb 4, 2026 (31d) |
50°
Neutral
Bearish
Neutral
Bullish
6 mentions
2 bullish
2 bearish
6 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 8, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 8, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 7, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 7, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
May 7, 2026
earnings_calendar
MCK Q4 2026 Earnings After Market Close — 2026-05-07
Apr 27, 2026
dark_pool
Dark Pool: MCK — 1.3M shares, 49,698 trades
Week starting 2026-04-27. Total ATS volume: 1,294,223 shares across 49,698 trades.
Apr 20, 2026
dark_pool
Dark Pool: MCK — 1.2M shares, 45,032 trades
Week starting 2026-04-20. Total ATS volume: 1,184,098 shares across 45,032 trades.
Apr 16, 2026
short_interest
FTD: MCK — 3,331 shares ($2.9M) failed to deliver
Settlement: 20260416, Price: $863.42, FTD Value: $2,876,052.02, MCKESSON CORPORATION
Apr 13, 2026
dark_pool
Dark Pool: MCK — 0.7M shares, 39,308 trades
Week starting 2026-04-13. Total ATS volume: 706,646 shares across 39,308 trades.
Apr 6, 2026
dark_pool
Dark Pool: MCK — 1.2M shares, 41,938 trades
Week starting 2026-04-06. Total ATS volume: 1,199,951 shares across 41,938 trades.
Mar 30, 2026
dark_pool
Dark Pool: MCK — 0.7M shares, 30,398 trades
Week starting 2026-03-30. Total ATS volume: 718,838 shares across 30,398 trades.
Mar 23, 2026
short_interest
FTD: MCK — 22,869 shares ($20.3M) failed to deliver
Settlement: 20260323, Price: $885.84, FTD Value: $20,258,274.96, MCKESSON CORPORATION
Mar 23, 2026
dark_pool
Dark Pool: MCK — 0.8M shares, 40,337 trades
Week starting 2026-03-23. Total ATS volume: 832,878 shares across 40,337 trades.
Mar 16, 2026
dark_pool
Dark Pool: MCK — 0.9M shares, 44,799 trades
Week starting 2026-03-16. Total ATS volume: 931,107 shares across 44,799 trades.
Mar 9, 2026
short_interest
FTD: MCK — 2,579 shares ($2.4M) failed to deliver
Settlement: 20260309, Price: $919.26, FTD Value: $2,370,771.54, MCKESSON CORPORATION
Mar 9, 2026
dark_pool
Dark Pool: MCK — 0.8M shares, 39,201 trades
Week starting 2026-03-09. Total ATS volume: 832,104 shares across 39,201 trades.
Mar 2, 2026
dark_pool
Dark Pool: MCK — 1.1M shares, 46,079 trades
Week starting 2026-03-02. Total ATS volume: 1,089,616 shares across 46,079 trades.
Feb 23, 2026
dark_pool
Dark Pool: MCK — 0.7M shares, 36,586 trades
Week starting 2026-02-23. Total ATS volume: 680,888 shares across 36,586 trades.
Feb 16, 2026
dark_pool
Dark Pool: MCK — 0.5M shares, 27,641 trades
Week starting 2026-02-16. Total ATS volume: 535,827 shares across 27,641 trades.