Inside the research

McKesson Corporation

MCK Research profile · latest available data

Price overview

$866.64

▼ -2.72 (-0.3%)

52w hi$993.53
52w lo$723.60
Vol452.00K
As of25 Sep 2026

The Verdict

Hold

Our score +0.24

Short+0.33
Medium+0.33
Long-0.11

computed 2026-09-27

Key fundamentals

McKesson Corporation

Healthcare · Medical Distribution

Market cap$101.04B
Enterprise value$110.61B
Trailing P/E23.25x
Forward P/E17.17x
EV / EBITDA15.64x
P / S (ttm)0.25x
Profit margin1.1%
Revenue growth+7.7%
Earnings growth-17.6%

Layer Breakdown

LayerRawContribution
Fundamental+0.05
Sector+0.08
Technical+0.23
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: North American Pharmaceutical, Oncology & Multispecialty, Prescription Technology Solutions, and Medical-Surgical Solutions. The company distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products; delivers products to retail pharmacies, hospitals, long-term care centers, clinics, and institutions; and provides logistics and distribution services for manufacturers. It also provides consulting, outsourcing, technological, and other services, as well as sells financial, operational, and clinical solutions to pharmacies; gene therapy with InspiroGene, practice consulting, and vaccine distribution services; and technology solutions, as well as research, insights, technologies, and services to improve cancer and specialty care. In addition, the company helps in solving medication access, affordability, and adherence challenges for patients by working across healthcare to connect patients, pharmacies, providers, pharmacy benefit managers, health plans, and biopharma companies. Further, it offers technology services, which includes electronic prior authorization, prescription price transparency, benefit insight, dispensing support services, patient enrollment, third-party logistics, and wholesale distribution support; medical-surgical supplies, laboratory equipment, pharmaceutical distribution, logistics, and other services to healthcare providers, including physician offices, surgery centers, and hospital reference labs, nursing homes, hospice and home health care agencies, government facilities ,and online marketplaces and retailers. McKesson Corporation was founded in 1833 and is headquartered in Irving, Texas.

United States · www.mckesson.com

Risk Metrics

Beta vs SPX0.05
Corr SPX0.03
Annual vol28.2%
Annual ret+30.6%
Sharpe1.09
Max DD-27.2%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$959.27
High / Low$1,065.00 / $850.00
Median$966.00
Analysts15
Strong Buy4
Buy11
Hold2
Sell0
Strong Sell0

Recent rating actions

2026-05-08UBS→ Buy
2026-05-08JP Morgan→ Overweight
2026-05-08Evercore ISI Group→ Outperform
2026-04-28William Blair→ Outperform
2026-04-22UBS→ Buy
2026-04-08Evercore ISI Group→ Outperform

Officers & Board

DirectorRoy Dunbar since 2022
DirectorKathleen Wilson-Thompson since 2022
DirectorJim Hinton since 2022
DirectorRichard Carmona since 2021
DirectorLinda Mantia since 2020
DirectorMaria Martinez since 2019
DirectorDominic J. Caruso since 2018
DirectorBrian S. Tyler since 2018
DirectorBradley E. Lerman since 2018
DirectorSusan R. Salka since 2014
DirectorDonald Knauss since 2014
CEOBrian S. Tyler current
DirectorKenneth E. Washington 2019–2021
DirectorEdward Mueller 2008–2022
CEOJohn Hammergren 2001–2019

Material Events

DateEvent8-K
2026-08-05Earnings Release, Exhibitsread
2026-07-24Shareholder Voteread
2026-07-01Officer / Director Change, Reg FD Disclosure…read
2026-06-12Material Agreement, Material Obligation…read
2026-05-07Earnings Release, Exhibitsread
2026-04-28Material Agreement, Termination of Agreement…read
2026-04-06Material Agreement, Material Obligation…read
2026-03-06Reg FD Disclosure, Exhibitsread
2026-03-05Officer / Director Change, Exhibitsread
2026-02-04Earnings Release, Exhibitsread
2025-11-05Earnings Release, Exhibitsread
2025-09-23Reg FD Disclosure, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-10Lerman Bradley ESell301$268.59K
2026-07-22Martinez MariaGrant277$225.49K
2026-07-22Caruso Dominic JGrant277$225.49K
2026-07-22Wilson-Thompson KathleenGrant277$225.49K
2026-03-02Lau MicheleEVP and Chief Legal OfficSell2.73K$2.70M
2026-02-19Martinez MariaSell349$328.01K
2026-02-17Smith LeAnn BEVP & Chief HR OfficerSell190$179.55K
2026-02-11Lau MicheleEVP and Chief Legal OfficSell303$282.82K
2026-02-10Smith LeAnn BEVP & Chief HR OfficerWithheld for tax129$120.64K
2026-02-10Smith LeAnn BEVP & Chief HR OfficerOption exercise508—

Flow & Concentration

Insider 180d net-$268.59K
Insider buys / sells0 / 1
Insider biasNeutral
13F holders9
Top-5 share94.5%
HHI3,487 (concentrated)

Top Holders

HolderValueShares
State Street Corp$4.33B5.73M
Fidelity / FMR LLC$1.61B2.13M
AQR Capital Management$660.95M878.73K
Citadel Advisors$525.45M695.41K
Capital Research / Capital World$439.88M582.15K
Renaissance Technologies$272.84M361.09K
Millennium Management$112.00M148.23K
Bridgewater Associates$53.16M70.36K
T. Rowe Price Group$476.04K630.01K

As of 2026-06-30

Connections

Subsidiarys: Health Mart

Dividends

Yield (TTM)0.19%
$ / share (TTM)$1.64
5y CAGR+13.0%

Annual dividend per share

2021$1.78
2022$2.02
2023$2.32
2024$2.66
2025$3.06
2026$0.82

Federal Contracts

AmountAgencyDescription
$1.41BDepartment of Veterans AffairsEXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 NOVEMBER
$1.18BDepartment of Veterans AffairsEXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 OCTOBER
$1.18BDepartment of Veterans AffairsEXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2025 SEPTEMBER
$1.18BDepartment of Veterans AffairsEXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 MARCH
$1.12BDepartment of Veterans AffairsEXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2025 JULY
$1.11BDepartment of Veterans AffairsEXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 DECEMBER
$1.10BDepartment of Health and Human Services2017 VACCINE DISTRIBUTION
$1.09BDepartment of Veterans AffairsEXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 JANUARY

SEC Filings

DateFormDoc
2026-08-114view
2026-08-114view
2026-08-103view
2026-08-0510-Qview
2026-08-058-Kview
2026-07-248-Kview
2026-07-234view
2026-07-234view
2026-07-234view
2026-07-234view
2026-07-234view
2026-07-234view
2026-07-234view
2026-07-234view
2026-07-234view

The Long Run

FY 2009–2026 · 17 years

LineLatestCAGRTrend
Revenue$359.05B+8.2%
Gross profit$13.32B+5.5%
Operating income$3.91B+4.5%
Net income$4.76B+12.4%
Cash from ops$6.16B+13.0%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$865.00$871.00$858.76$866.64452.00K
Sep 24$883.02$896.60$866.59$869.36593.50K
Sep 23$889.79$907.07$880.50$880.50672.90K
Sep 22$891.11$897.57$882.88$891.23935.70K
Sep 21$874.79$895.34$873.35$886.47940.30K

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