Cramer’s fund adds shares: Social media lit up after reports that Cramer’s Trust acquired more Cardinal Health shares amid a sharp 9% stock decline tied to perceived Iran risks. Participants stressed the company’s minimal exposure, positioning it as a resilient pick in healthcare logistics. The move sparked optimism about undervalued opportunities in turbulent markets.
Leadership transition noted: The appointment of Patricia A. Hemingway Hall as new board chair drew measured praise on social platforms. Investors viewed the change as a seamless handover, signaling continuity at the helm. Discussions highlighted potential for steady execution in distribution operations.
Dividend reliability emphasized: Cardinal Health repeatedly surfaced in conversations around stable dividend payers during broader sell-offs. Users pointed to its aristocrat status and impressive five-year gains as anchors of strength. Amid volatility, it emerged as a favored defensive play in the sector.
Note: This discussion summary was generated from an AI condensation of post data.
Cardinal Health Insider Trading Activity
Cardinal Health 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.
Cardinal Health Revenue
Cardinal Health had revenues of $65.6B in Q2 2026. This is an increase of 18.75% from the same period in the prior year.
You can track CAH financials on Quiver Quantitative's CAH stock page.
Cardinal Health 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:
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Cardinal Health Hedge Fund Activity
We have seen 648 institutional investors add shares of Cardinal Health stock to their portfolio, and 553 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 7,746,239 shares (-77.0%) from their portfolio in Q4 2025, for an estimated $1,591,852,114
- WCM INVESTMENT MANAGEMENT, LLC added 4,032,682 shares (+inf%) to their portfolio in Q4 2025, for an estimated $828,716,151
- BLACKROCK, INC. removed 2,823,035 shares (-9.0%) from their portfolio in Q4 2025, for an estimated $580,133,692
- MILLENNIUM MANAGEMENT LLC removed 1,580,019 shares (-79.6%) from their portfolio in Q4 2025, for an estimated $324,693,904
- HOLOCENE ADVISORS, LP removed 936,677 shares (-48.6%) from their portfolio in Q4 2025, for an estimated $192,487,123
- CITADEL ADVISORS LLC added 934,750 shares (+99.2%) to their portfolio in Q4 2025, for an estimated $192,091,125
- INVESCO LTD. removed 898,506 shares (-25.8%) from their portfolio in Q4 2025, for an estimated $184,642,983
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Cardinal Health Government Contracts
We have seen $210,734,620 of award payments to $CAH over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- EXPRESS REPORT: MEDICAL SURGICAL PRIME VENDOR EXPENDITURES FOR THE MONTH OF APRIL 2025.: $10,194,510
- EXPRESS REPORT: MEDICAL SURGICAL PRIME VENDOR EXPENDITURES FOR THE MONTH OF MARCH 2025: $9,596,571
- EXPRESS REPORT: MSPV EXPENDITURES FOR MAY 2025: $4,117,385
- 8511684196!OTHER MEDICAL: $1,300,000
- 4569286447!TRBO REGION 1: $1,268,080
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Cardinal Health Analyst Ratings
Wall Street analysts have issued reports on $CAH in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 01/29/2026
- Mizuho issued a "Outperform" rating on 11/04/2025
- TD Cowen issued a "Buy" rating on 11/03/2025
- UBS issued a "Buy" rating on 10/31/2025
To track analyst ratings and price targets for Cardinal Health, check out Quiver Quantitative's $CAH forecast page.
Cardinal Health Price Targets
Multiple analysts have issued price targets for $CAH recently. We have seen 9 analysts offer price targets for $CAH in the last 6 months, with a median target of $243.0.
Here are some recent targets:
- Elizabeth Anderson from Evercore ISI Group set a target price of $240.0 on 04/08/2026
- Glen Santangelo from Barclays set a target price of $258.0 on 02/24/2026
- Stephen Baxter from Wells Fargo set a target price of $256.0 on 02/10/2026
- Lisa Gill from JP Morgan set a target price of $243.0 on 02/10/2026
- Steven Valiquette from Mizuho set a target price of $235.0 on 02/06/2026
- Erin Wright from Morgan Stanley set a target price of $245.0 on 01/29/2026
- Daniel Grosslight from Citigroup set a target price of $244.0 on 01/09/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
