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 |
| Vol | 452.00K |
| As of | 25 Sep 2026 |
The Verdict
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/E | 23.25x |
| Forward P/E | 17.17x |
| EV / EBITDA | 15.64x |
| P / S (ttm) | 0.25x |
| Profit margin | 1.1% |
| Revenue growth | +7.7% |
| Earnings growth | -17.6% |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 0.05 |
|---|---|
| Corr SPX | 0.03 |
| Annual vol | 28.2% |
| Annual ret | +30.6% |
| Sharpe | 1.09 |
| 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 |
| Analysts | 15 |
| Strong Buy | 4 | |
|---|---|---|
| Buy | 11 | |
| Hold | 2 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-08 | UBS | → Buy |
| 2026-05-08 | JP Morgan | → Overweight |
| 2026-05-08 | Evercore ISI Group | → Outperform |
| 2026-04-28 | William Blair | → Outperform |
| 2026-04-22 | UBS | → Buy |
| 2026-04-08 | Evercore ISI Group | → Outperform |
Officers & Board
| Director | Roy Dunbar since 2022 |
|---|---|
| Director | Kathleen Wilson-Thompson since 2022 |
| Director | Jim Hinton since 2022 |
| Director | Richard Carmona since 2021 |
| Director | Linda Mantia since 2020 |
| Director | Maria Martinez since 2019 |
| Director | Dominic J. Caruso since 2018 |
| Director | Brian S. Tyler since 2018 |
| Director | Bradley E. Lerman since 2018 |
| Director | Susan R. Salka since 2014 |
| Director | Donald Knauss since 2014 |
| CEO | Brian S. Tyler current |
| Director | Kenneth E. Washington 2019–2021 |
| Director | Edward Mueller 2008–2022 |
| CEO | John Hammergren 2001–2019 |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-05 | Earnings Release, Exhibits | read |
| 2026-07-24 | Shareholder Vote | read |
| 2026-07-01 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-06-12 | Material Agreement, Material Obligation… | read |
| 2026-05-07 | Earnings Release, Exhibits | read |
| 2026-04-28 | Material Agreement, Termination of Agreement… | read |
| 2026-04-06 | Material Agreement, Material Obligation… | read |
| 2026-03-06 | Reg FD Disclosure, Exhibits | read |
| 2026-03-05 | Officer / Director Change, Exhibits | read |
| 2026-02-04 | Earnings Release, Exhibits | read |
| 2025-11-05 | Earnings Release, Exhibits | read |
| 2025-09-23 | Reg FD Disclosure, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-10 | Lerman Bradley E | Sell | 301 | $268.59K | |
| 2026-07-22 | Martinez Maria | Grant | 277 | $225.49K | |
| 2026-07-22 | Caruso Dominic J | Grant | 277 | $225.49K | |
| 2026-07-22 | Wilson-Thompson Kathleen | Grant | 277 | $225.49K | |
| 2026-03-02 | Lau Michele | EVP and Chief Legal Offic | Sell | 2.73K | $2.70M |
| 2026-02-19 | Martinez Maria | Sell | 349 | $328.01K | |
| 2026-02-17 | Smith LeAnn B | EVP & Chief HR Officer | Sell | 190 | $179.55K |
| 2026-02-11 | Lau Michele | EVP and Chief Legal Offic | Sell | 303 | $282.82K |
| 2026-02-10 | Smith LeAnn B | EVP & Chief HR Officer | Withheld for tax | 129 | $120.64K |
| 2026-02-10 | Smith LeAnn B | EVP & Chief HR Officer | Option exercise | 508 | — |
Flow & Concentration
| Insider 180d net | -$268.59K |
|---|---|
| Insider buys / sells | 0 / 1 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 94.5% |
| HHI | 3,487 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $4.33B | 5.73M |
| Fidelity / FMR LLC | $1.61B | 2.13M |
| AQR Capital Management | $660.95M | 878.73K |
| Citadel Advisors | $525.45M | 695.41K |
| Capital Research / Capital World | $439.88M | 582.15K |
| Renaissance Technologies | $272.84M | 361.09K |
| Millennium Management | $112.00M | 148.23K |
| Bridgewater Associates | $53.16M | 70.36K |
| T. Rowe Price Group | $476.04K | 630.01K |
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
| Amount | Agency | Description |
|---|---|---|
| $1.41B | Department of Veterans Affairs | EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 NOVEMBER |
| $1.18B | Department of Veterans Affairs | EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 OCTOBER |
| $1.18B | Department of Veterans Affairs | EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2025 SEPTEMBER |
| $1.18B | Department of Veterans Affairs | EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 MARCH |
| $1.12B | Department of Veterans Affairs | EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2025 JULY |
| $1.11B | Department of Veterans Affairs | EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 DECEMBER |
| $1.10B | Department of Health and Human Services | 2017 VACCINE DISTRIBUTION |
| $1.09B | Department of Veterans Affairs | EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 JANUARY |
SEC Filings
The Long Run
FY 2009–2026 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| 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
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $865.00 | $871.00 | $858.76 | $866.64 | 452.00K |
| Sep 24 | $883.02 | $896.60 | $866.59 | $869.36 | 593.50K |
| Sep 23 | $889.79 | $907.07 | $880.50 | $880.50 | 672.90K |
| Sep 22 | $891.11 | $897.57 | $882.88 | $891.23 | 935.70K |
| Sep 21 | $874.79 | $895.34 | $873.35 | $886.47 | 940.30K |
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