Zacks Research Brokers Lift Earnings Estimates for McKesson

McKesson Co. (NYSE:MCK) – Zacks Research upped their Q4 2025 earnings per share (EPS) estimates for McKesson in a note issued to investors on Thursday, April 3rd. Zacks Research analyst R. Department now expects that the company will post earnings of $9.71 per share for the quarter, up from their prior forecast of $9.70. The consensus estimate for McKesson’s current full-year earnings is $32.77 per share. Zacks Research also issued estimates for McKesson’s Q4 2025 earnings at $9.71 EPS, Q2 2026 earnings at $8.50 EPS, Q2 2026 earnings at $8.50 EPS, Q4 2026 earnings at $9.53 EPS, Q4 2026 earnings at $9.53 EPS and Q4 2027 earnings at $12.05 EPS.

McKesson (NYSE:MCK) last posted its quarterly earnings data on Wednesday, February 5th. The company reported $8.03 earnings per share (EPS) for the quarter, missing the consensus estimate of $8.60 by ($0.57). McKesson had a net margin of 0.82% and a negative return on equity of 181.26%.

Several other equities analysts have also recently commented on the stock. Citigroup decreased their price target on shares of McKesson from $713.00 to $677.00 and set a “buy” rating for the company in a research report on Friday, January 10th. Wells Fargo & Company boosted their target price on McKesson from $641.00 to $691.00 and gave the stock an “equal weight” rating in a research note on Friday, March 14th. Bank of America reduced their price target on McKesson from $680.00 to $650.00 and set a “buy” rating on the stock in a research report on Monday, January 6th. StockNews.com downgraded McKesson from a “strong-buy” rating to a “buy” rating in a research report on Friday, February 14th. Finally, Mizuho raised their target price on shares of McKesson from $630.00 to $690.00 and gave the company a “neutral” rating in a report on Thursday. Two investment analysts have rated the stock with a hold rating, thirteen have assigned a buy rating and one has given a strong buy rating to the company. According to MarketBeat.com, McKesson presently has a consensus rating of “Moderate Buy” and a consensus price target of $661.00.

McKesson Stock Performance

NYSE MCK opened at $682.41 on Friday. The firm has a market cap of $85.52 billion, a price-to-earnings ratio of 31.25, a PEG ratio of 1.29 and a beta of 0.49. The firm has a 50 day simple moving average of $633.37 and a 200-day simple moving average of $584.91. McKesson has a one year low of $464.42 and a one year high of $728.32.

Hedge Funds Weigh In On McKesson

Several institutional investors have recently added to or reduced their stakes in the stock. Quent Capital LLC increased its stake in McKesson by 10.1% in the 1st quarter. Quent Capital LLC now owns 1,297 shares of the company’s stock valued at $873,000 after buying an additional 119 shares during the period. Moody National Bank Trust Division boosted its holdings in shares of McKesson by 0.9% in the first quarter. Moody National Bank Trust Division now owns 2,003 shares of the company’s stock valued at $1,348,000 after acquiring an additional 18 shares in the last quarter. Versant Capital Management Inc raised its holdings in McKesson by 75.7% during the first quarter. Versant Capital Management Inc now owns 592 shares of the company’s stock worth $398,000 after purchasing an additional 255 shares in the last quarter. Central Pacific Bank Trust Division lifted its position in McKesson by 153.0% in the first quarter. Central Pacific Bank Trust Division now owns 2,535 shares of the company’s stock valued at $1,706,000 after purchasing an additional 1,533 shares during the period. Finally, First Hawaiian Bank lifted its position in McKesson by 55.0% in the first quarter. First Hawaiian Bank now owns 5,580 shares of the company’s stock valued at $3,755,000 after purchasing an additional 1,980 shares during the period. Institutional investors and hedge funds own 85.07% of the company’s stock.

Insiders Place Their Bets

In other McKesson news, EVP Leann B. Smith sold 188 shares of McKesson stock in a transaction on Wednesday, February 12th. The shares were sold at an average price of $609.59, for a total value of $114,602.92. Following the transaction, the executive vice president now directly owns 1,051 shares in the company, valued at approximately $640,679.09. The trade was a 15.17 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Brian S. Tyler sold 8,961 shares of the stock in a transaction dated Friday, February 21st. The stock was sold at an average price of $597.99, for a total transaction of $5,358,588.39. Following the sale, the chief executive officer now owns 60,664 shares of the company’s stock, valued at $36,276,465.36. This trade represents a 12.87 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 18,110 shares of company stock valued at $10,855,706 over the last quarter. Company insiders own 0.11% of the company’s stock.

McKesson Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, April 1st. Investors of record on Monday, March 3rd were paid a dividend of $0.71 per share. The ex-dividend date was Monday, March 3rd. This represents a $2.84 dividend on an annualized basis and a yield of 0.42%. McKesson’s dividend payout ratio is presently 13.00%.

About McKesson

McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International. The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products.