Cardinal Health (CAH) reported fourth-quarter fiscal 2026 revenue of $63.7 billion, up 6% from a year earlier. GAAP operating earnings rose 70% to $729 million, while GAAP diluted EPS increased 70% to $1.70.
For fiscal 2026, revenue increased 14% to $254.2 billion, GAAP operating earnings were $2.6 billion and GAAP diluted EPS was $7.23. The company also issued fiscal 2027 non-GAAP EPS guidance of $12.40 to $12.60.
- Fourth-quarter net earnings attributable to Cardinal Health were $398 million, up 67%.
- Fiscal 2026 net earnings attributable to Cardinal Health were $1.7 billion, up 10%.
- Fiscal 2026 operating cash flow was $5.2 billion and adjusted free cash flow was $5.0 billion.
- Cardinal Health completed an additional $350 million share repurchase, bringing fiscal 2026 repurchases to $1.4 billion.
- The board approved a $5.0 billion increase to the share repurchase program.
- The board declared a quarterly dividend of $0.5158 per share, payable October 15, 2026.
$CAH Insider Trading Activity
$CAH insiders have traded $CAH stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CAH stock by insiders over the last 6 months:
- AARON E ALT (Chief Financial Officer) sold 2,328 shares for an estimated $524,964
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CAH Hedge Fund Activity
We have seen 684 institutional investors add shares of $CAH stock to their portfolio, and 651 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 2,004,222 shares (-7.0%) from their portfolio in Q2 2026, for an estimated $476,122,978
- WELLINGTON MANAGEMENT GROUP LLP removed 890,535 shares (-17.2%) from their portfolio in Q1 2026, for an estimated $186,193,057
- HOLOCENE ADVISORS, LP removed 766,704 shares (-77.5%) from their portfolio in Q1 2026, for an estimated $160,302,472
- 1832 ASSET MANAGEMENT L.P. added 743,196 shares (+37159.8%) to their portfolio in Q1 2026, for an estimated $155,387,419
- BESSEMER GROUP INC added 739,553 shares (+7053.4%) to their portfolio in Q1 2026, for an estimated $154,625,741
- VICTORY CAPITAL MANAGEMENT INC removed 720,610 shares (-26.7%) from their portfolio in Q2 2026, for an estimated $171,188,111
- SG AMERICAS SECURITIES, LLC removed 660,137 shares (-57.5%) from their portfolio in Q2 2026, for an estimated $156,822,145
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$CAH Congressional Stock Trading
Members of Congress have traded $CAH stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CAH stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
