Earnings Buzz: Cardinal Health (CAH) has been a hot topic on X recently, with discussions centering on the company’s strong financial performance and recent stock momentum. Many users are pointing to the stock hitting a new 52-week high following an analyst upgrade, fueling excitement among investors. The focus remains on whether this upward trend can sustain itself.
Market Expansion: Another wave of chatter on X surrounds Cardinal Health’s strategic moves, particularly its expansion efforts in markets like Japan amid potential healthcare reforms. Posts highlight optimism about the company’s long-term growth potential in the medical device sector. Investors seem intrigued by how these developments could impact future earnings.
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 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $CAH stock by insiders over the last 6 months:
- JASON M. HOLLAR (Chief Executive Officer) has made 0 purchases and 5 sales selling 143,606 shares for an estimated $21,424,215.
- AARON E ALT (Chief Financial Officer) has made 0 purchases and 2 sales selling 48,243 shares for an estimated $7,177,389.
- STEPHEN M MASON (CEO, GMPD Segment) has made 0 purchases and 3 sales selling 41,575 shares for an estimated $6,187,063.
- JESSICA L MAYER (Chief Legal/Compliance Officer) has made 0 purchases and 3 sales selling 38,078 shares for an estimated $5,666,832.
- OLA M SNOW (Chief Human Resources Officer) has made 0 purchases and 2 sales selling 28,151 shares for an estimated $4,192,916.
- DEBORAH WEITZMAN (CEO, PSS Segment) sold 21,367 shares for an estimated $3,216,374
- MICHELLE D. GREENE (Chief Information Officer) has made 0 purchases and 2 sales selling 13,500 shares for an estimated $2,009,043.
- MARY C. SCHERER (Chief Accounting Officer) sold 6,766 shares for an estimated $1,009,825
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
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 558 institutional investors add shares of Cardinal Health stock to their portfolio, and 627 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP added 3,511,579 shares (+153.2%) to their portfolio in Q3 2025, for an estimated $551,177,439
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,449,400 shares (+94.9%) to their portfolio in Q3 2025, for an estimated $384,457,824
- MARSHALL WACE, LLP removed 1,864,356 shares (-96.6%) from their portfolio in Q3 2025, for an estimated $292,629,317
- NORGES BANK added 1,392,384 shares (+66.7%) to their portfolio in Q2 2025, for an estimated $233,920,512
- HOLOCENE ADVISORS, LP added 1,128,358 shares (+141.4%) to their portfolio in Q3 2025, for an estimated $177,107,071
- BLACKROCK, INC. added 916,791 shares (+3.0%) to their portfolio in Q3 2025, for an estimated $143,899,515
- FMR LLC removed 854,880 shares (-13.6%) from their portfolio in Q3 2025, for an estimated $134,181,964
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Cardinal Health Government Contracts
We have seen $255,074,903 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 OCTOBER 2024: $17,153,303
- EXPRESS REPORT: MEDICAL SURGICAL PRIME VENDOR EXPENDITURES FOR THE MONTH OF NOVEMBER 2024: $14,633,711
- EXPRESS REPORT: MEDICAL SURGICAL PRIME VENDOR EXPENDITURES FOR THE MONTH OF DECEMBER 2024: $11,666,188
- 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 JANUARY 2025: $9,899,536
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 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Leerink Partners issued a "Outperform" rating on 08/12/2025
- Morgan Stanley issued a "Overweight" rating on 07/16/2025
- Evercore ISI Group issued a "Outperform" rating on 06/12/2025
- B of A Securities issued a "Buy" rating on 06/10/2025
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 10 analysts offer price targets for $CAH in the last 6 months, with a median target of $206.5.
Here are some recent targets:
- Stephen Baxter from Wells Fargo set a target price of $221.0 on 11/05/2025
- Steven Valiquette from Mizuho set a target price of $210.0 on 11/04/2025
- Charles Rhyee from TD Cowen set a target price of $225.0 on 11/03/2025
- Daniel Grosslight from Citigroup set a target price of $190.0 on 10/31/2025
- Kevin Caliendo from UBS set a target price of $220.0 on 10/31/2025
- Elizabeth Anderson from Evercore ISI Group set a target price of $220.0 on 10/31/2025
- Eric Coldwell from Baird set a target price of $203.0 on 08/13/2025
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.
