Recent discussions on X about McKesson Corporation (MCK) have centered around the company’s strong financial performance and strategic moves. Many users have highlighted the firm’s record revenue and raised fiscal 2025 adjusted EPS guidance, sparking optimism about its growth trajectory. There’s also buzz about a potential spinoff of its Medical-Surgical Solutions segment, which some believe could unlock significant shareholder value.
However, not all sentiments are uniformly positive, as a few voices on X have expressed skepticism about short-term price movements, with some suggesting bearish trading opportunities. Others have revisited past controversies, pointing to historical legal challenges as a lingering concern. The conversation remains dynamic, reflecting a mix of confidence and caution among investors.
Note: This discussion summary was generated from an AI condensation of post data.
McKesson Corporation Congressional Stock Trading
Members of Congress have traded $MCK stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $MCK stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 04/29.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/09.
- REPRESENTATIVE JONATHAN L. JACKSON purchased up to $15,000 on 03/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
McKesson Corporation Insider Trading Activity
McKesson Corporation insiders have traded $MCK stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.
Here’s a breakdown of recent trading of $MCK stock by insiders over the last 6 months:
- BRIAN S. TYLER (Chief Executive Officer) has made 0 purchases and 6 sales selling 74,586 shares for an estimated $49,407,101.
- BRITT J. VITALONE (EVP & CFO) has made 0 purchases and 3 sales selling 8,946 shares for an estimated $6,416,603.
- THOMAS L RODGERS (EVP, Chief Strategy & BDO) has made 0 purchases and 2 sales selling 3,401 shares for an estimated $2,425,046.
- LEANN B SMITH (EVP & Chief HR Officer) has made 0 purchases and 4 sales selling 1,938 shares for an estimated $1,369,754.
- NAPOLEON B JR RUTLEDGE (SVP, Controller & CAO) has made 0 purchases and 4 sales selling 1,687 shares for an estimated $1,212,056.
- MICHELE LAU (EVP and Chief Legal Officer) sold 312 shares for an estimated $188,760
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
McKesson Corporation Hedge Fund Activity
We have seen 753 institutional investors add shares of McKesson Corporation stock to their portfolio, and 785 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GAMMA INVESTING LLC removed 2,389,163 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $1,750,730,863
- FMR LLC removed 930,836 shares (-36.6%) from their portfolio in Q1 2025, for an estimated $626,443,319
- HOLOCENE ADVISORS, LP added 585,331 shares (+inf%) to their portfolio in Q1 2025, for an estimated $393,921,909
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 530,145 shares (+1252.1%) to their portfolio in Q1 2025, for an estimated $356,782,283
- BLACKROCK, INC. added 449,307 shares (+4.3%) to their portfolio in Q1 2025, for an estimated $302,379,117
- WELLINGTON MANAGEMENT GROUP LLP added 418,524 shares (+4559.6%) to their portfolio in Q1 2025, for an estimated $281,662,466
- BOSTON PARTNERS added 365,484 shares (+33.3%) to their portfolio in Q1 2025, for an estimated $245,967,077
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
McKesson Corporation Government Contracts
We have seen $11,037,232,882 of award payments to $MCK 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: PHARMACEUTICAL PRIME VENDOR (PPV)FY2025 MARCH: $1,999,986,922
- EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2025 FEBRUARY: $1,267,218,724
- EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2025 APRIL: $1,045,889,951
- EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2025 MAY: $1,043,484,624
- EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2025 JUNE: $1,020,312,793
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
McKesson Corporation Analyst Ratings
Wall Street analysts have issued reports on $MCK 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 07/16/2025
- Evercore ISI Group issued a "Outperform" rating on 07/09/2025
- B of A Securities issued a "Buy" rating on 05/09/2025
- UBS issued a "Buy" rating on 04/29/2025
To track analyst ratings and price targets for McKesson Corporation, check out Quiver Quantitative's $MCK forecast page.
McKesson Corporation Price Targets
Multiple analysts have issued price targets for $MCK recently. We have seen 6 analysts offer price targets for $MCK in the last 6 months, with a median target of $800.0.
Here are some recent targets:
- Erin Wright from Morgan Stanley set a target price of $810.0 on 07/16/2025
- Elizabeth Anderson from Evercore ISI Group set a target price of $800.0 on 07/09/2025
- Stephen Baxter from Wells Fargo set a target price of $766.0 on 06/03/2025
- Michael Cherny from B of A Securities set a target price of $800.0 on 05/09/2025
- Kevin Caliendo from UBS set a target price of $805.0 on 04/29/2025
- Steven Valiquette from Mizuho set a target price of $690.0 on 04/03/2025
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.
