Earnings Miss Impact: Social media chatter has centered on McKesson's recent quarterly revenue shortfall, which triggered a notable pullback in the shares from recent peaks. Analysts on the platform highlight the company's robust specialty distribution growth and aggressive share repurchase program as factors that could support future earnings expansion. The stock now trades at what some describe as an attractive multiple relative to projected profits.
Insider Activity Noted: Recent filings have drawn attention to substantial insider sales at McKesson and peer healthcare firms, with executives offloading millions in shares amid broader sector moves. Observers point out that such activity aligns with typical post-earnings patterns but raises questions about near-term confidence levels. The trend has fueled discussions on how these transactions might influence overall market perception of the distributor.
Investor Day Buzz: Platform users are tracking McKesson's upcoming Investor Day, citing institutional ownership data that shows numerous funds holding positions at levels above current prices. This has prompted commentary on potential value creation from the planned medical-surgical separation and specialty platform scaling. Overall views remain focused on execution risks in a competitive distribution landscape.
Note: This discussion summary was generated from an AI condensation of post data.
McKesson Insider Trading Activity
McKesson insiders have traded $MCK stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $MCK stock by insiders over the last 6 months:
- MICHELE LAU (EVP and Chief Legal Officer) has made 0 purchases and 3 sales selling 6,578 shares for an estimated $5,682,436.
- BRIAN S. TYLER (Chief Executive Officer) sold 4,929 shares for an estimated $3,760,827
- THOMAS L RODGERS (EVP, Chief Strategy & BDO) has made 0 purchases and 4 sales selling 3,486 shares for an estimated $2,647,168.
- LEANN B SMITH (EVP & Chief HR Officer) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $1,510,805.
- NAPOLEON B JR RUTLEDGE (SVP, Controller & CAO) has made 0 purchases and 2 sales selling 461 shares for an estimated $414,852.
- MARIA MARTINEZ sold 349 shares for an estimated $328,012
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.
McKesson Revenue
McKesson had revenues of $96.3B in Q4 2026. This is an increase of 6.02% from the same period in the prior year.
You can track MCK financials on Quiver Quantitative's MCK stock page.
You can access data on MCK stock through the Quiver Quantitative API.
McKesson Congressional Stock Trading
Members of Congress have traded $MCK stock 5 times in the past 6 months. Of those trades, 3 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 LIZZIE FLETCHER sold up to $15,000 on 04/08.
- SENATOR MARKWAYNE MULLIN has traded it 3 times. They made 3 purchases worth up to $150,000 on 02/04, 01/05 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 12/19.
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.
McKesson Hedge Fund Activity
We have seen 902 institutional investors add shares of McKesson stock to their portfolio, and 950 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,157,872 shares (-72.4%) from their portfolio in Q4 2025, for an estimated $949,790,822
- PACER ADVISORS, INC. removed 562,998 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $461,821,629
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 545,890 shares (-15.8%) from their portfolio in Q1 2026, for an estimated $472,391,370
- BARCLAYS PLC added 437,711 shares (+159.1%) to their portfolio in Q1 2026, for an estimated $378,777,590
- FMR LLC added 398,301 shares (+12.4%) to their portfolio in Q1 2026, for an estimated $344,673,753
- LONE PINE CAPITAL LLC added 392,224 shares (+inf%) to their portfolio in Q1 2026, for an estimated $339,414,960
- GOLDMAN SACHS GROUP INC added 378,655 shares (+40.9%) to their portfolio in Q1 2026, for an estimated $327,672,890
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.
McKesson Government Contracts
We have seen $11,204,394,674 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)FY2026 OCTOBER: $1,184,200,532
- EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 MARCH: $1,175,683,450
- EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2025 JULY: $1,118,034,560
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
McKesson Analyst Ratings
Wall Street analysts have issued reports on $MCK in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- William Blair issued a "Outperform" rating on 04/28/2026
To track analyst ratings and price targets for McKesson, check out Quiver Quantitative's $MCK forecast page.
McKesson Price Targets
Multiple analysts have issued price targets for $MCK recently. We have seen 9 analysts offer price targets for $MCK in the last 6 months, with a median target of $945.0.
Here are some recent targets:
- Glen Santangelo from Barclays set a target price of $925.0 on 06/10/2026
- Daniel Grosslight from Citigroup set a target price of $945.0 on 05/14/2026
- Stephen Baxter from Wells Fargo set a target price of $812.0 on 05/12/2026
- Elizabeth Anderson from Evercore ISI Group set a target price of $850.0 on 05/08/2026
- Lisa Gill from JP Morgan set a target price of $1015.0 on 05/08/2026
- Kevin Caliendo from UBS set a target price of $1050.0 on 05/08/2026
- Michael Cherny from B of A Securities set a target price of $1000.0 on 04/06/2026
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.
