Earnings anticipation builds: Social media chatter is heating up around McKesson's quarterly earnings due next week, listed prominently with heavyweights like Palantir and AMD. Investors are eyeing updates on pharmaceutical distribution volumes and specialty drug growth amid steady utilization trends. The report could shed light on operational leverage in a volatile market.
Analyst targets adjusted: Recent moves by Bank of America and UBS to trim price targets signal caution, yet maintain buy ratings on the healthcare distributor. Discussions note resilient free cash flow and infrastructure-like moat in drug logistics. Thin margins persist, but scale provides a competitive edge.
Apollo deal echoes: Lingering talk of Apollo Global's $1.25 billion stake in McKesson's medical-surgical unit underscores segment value. Posters highlight it as strategic validation alongside partnerships in oncology. Overall, free cash flow strength keeps the conversation constructive.
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 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 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 2 sales selling 3,028 shares for an estimated $2,980,567.
- NAPOLEON B JR RUTLEDGE (SVP, Controller & CAO) has made 0 purchases and 2 sales selling 657 shares for an estimated $596,716.
- MARIA MARTINEZ sold 349 shares for an estimated $328,012
- THOMAS L RODGERS (EVP, Chief Strategy & BDO) sold 276 shares for an estimated $225,265
- LEANN B SMITH (EVP & Chief HR Officer) sold 190 shares for an estimated $179,550
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.
McKesson Revenue
McKesson had revenues of $106.2B in Q3 2026. This is an increase of 11.4% from the same period in the prior year.
You can track MCK financials on Quiver Quantitative's MCK stock page.
McKesson Congressional Stock Trading
Members of Congress have traded $MCK stock 8 times in the past 6 months. Of those trades, 6 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. has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/18 and 1 sale worth up to $15,000 on 12/19.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 2 purchases worth up to $30,000 on 12/02 and 0 sales.
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.
McKesson Hedge Fund Activity
We have seen 888 institutional investors add shares of McKesson stock to their portfolio, and 830 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 3,692,991 shares (-77.7%) from their portfolio in Q4 2025, for an estimated $3,029,323,587
- 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 478,159 shares (-12.2%) from their portfolio in Q4 2025, for an estimated $392,229,046
- WINSLOW CAPITAL MANAGEMENT, LLC added 437,073 shares (+inf%) to their portfolio in Q4 2025, for an estimated $358,526,611
- WELLINGTON MANAGEMENT GROUP LLP removed 403,053 shares (-65.1%) from their portfolio in Q4 2025, for an estimated $330,620,345
- FMR LLC added 276,365 shares (+9.4%) to their portfolio in Q4 2025, for an estimated $226,699,445
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.
McKesson Government Contracts
We have seen $9,827,369,015 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)FY2025 JULY: $1,118,034,560
- 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 Analyst Ratings
Wall Street analysts have issued reports on $MCK in the last several months. We have seen 3 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
- UBS issued a "Buy" rating on 11/06/2025
- Baird issued a "Outperform" rating on 11/06/2025
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 10 analysts offer price targets for $MCK in the last 6 months, with a median target of $975.0.
Here are some recent targets:
- Kevin Caliendo from UBS set a target price of $1000.0 on 04/22/2026
- Elizabeth Anderson from Evercore ISI Group set a target price of $950.0 on 04/08/2026
- Michael Cherny from B of A Securities set a target price of $1000.0 on 04/06/2026
- Glen Santangelo from Barclays set a target price of $1050.0 on 02/18/2026
- Lisa Gill from JP Morgan set a target price of $1107.0 on 02/10/2026
- Stephen Baxter from Wells Fargo set a target price of $925.0 on 02/05/2026
- Steven Valiquette from Mizuho set a target price of $885.0 on 02/05/2026
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.
