Why Cencora (COR) Stock Is Up Today

Cencora (COR) is up 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a strong fiscal third-quarter earnings report that came out before the market opened, along with a higher full-year profit outlook. Investors also likely liked the combination of earnings and revenue beats, continued specialty-drug demand, and a large share repurchase completed during the quarter.

Details:

Cencora reported fiscal third-quarter revenue of $84.8 billion, up 5.1% year over year, while adjusted diluted EPS rose 12.0% to $4.48.

The company lifted fiscal 2026 adjusted diluted EPS guidance to $17.75 to $17.95 from $17.70 to $17.90, signaling confidence in the rest of the year.

Management said performance was supported by growth in U.S. Healthcare Solutions, including specialty products, as well as contributions from OneOncology and international operations.

Cencora also said it repurchased $1 billion of stock in the quarter, which may have added to bullish sentiment around capital returns and per-share earnings support.

Sources:

Cencora investor relations, MarketBeat, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$COR Insider Trading Activity

$COR insiders have traded $COR stock on the open market 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $COR stock by insiders over the last 6 months:

DERMOT MARK DURCAN has made 2 purchases buying 8,000 shares for an estimated $2,161,800 and 0 sales.
ROBERT P. MAUCH (President & CEO) sold 3,762 shares for an estimated $1,350,332
LAUREN M TYLER purchased 550 shares for an estimated $148,626

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.

EARLY ACCESS

Receive COR Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$COR Hedge Fund Activity

We have seen 535 institutional investors add shares of $COR stock to their portfolio, and 743 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MORGAN STANLEY added 1,607,103 shares (+54.9%) to their portfolio in Q1 2026, for an estimated $498,659,954
FMR LLC added 1,226,632 shares (+22.5%) to their portfolio in Q1 2026, for an estimated $380,605,510
MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. added 959,123 shares (+239.4%) to their portfolio in Q1 2026, for an estimated $297,601,480
CAPITAL RESEARCH GLOBAL INVESTORS removed 789,927 shares (-28.7%) from their portfolio in Q1 2026, for an estimated $245,102,499
CITADEL ADVISORS LLC added 745,272 shares (+1418.1%) to their portfolio in Q1 2026, for an estimated $231,246,722
AMUNDI removed 677,101 shares (-30.4%) from their portfolio in Q1 2026, for an estimated $210,094,283
ROYAL BANK OF CANADA removed 584,141 shares (-43.9%) from their portfolio in Q1 2026, for an estimated $181,250,190

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.

$COR Government Contracts

We have seen $2,724,526,259 of award payments to $COR over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

4570650165!SMALLPOX VACCINE: $7,735,965
4570863919!PV PHARM BRANCH, VENDOR, CAGE 0U9U0: $5,177,536
4570863839!PV PHARM BRANCH, VENDOR, CAGE 0U9U0: $4,787,163
4570505407!PV PHARM BRANCH, VENDOR, CAGE 0U9U0: $3,953,948
4571261274!PV PHARM BRANCH, VENDOR, CAGE 0U9U0: $3,901,444

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.

$COR Congressional Stock Trading

Members of Congress have traded $COR stock 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $COR stock by members of Congress over the last 6 months:

REPRESENTATIVE JARED MOSKOWITZ has traded it 5 times. They made 3 purchases worth up to $45,000 on 03/31, 03/23 and 2 sales worth up to $30,000 on 05/06.
SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

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.

$COR Price Targets

Multiple analysts have issued price targets for $COR recently. We have seen 8 analysts offer price targets for $COR in the last 6 months, with a median target of $344.5.

Here are some recent targets:

Michael Funk from B of A Securities set a target price of $285.0 on 06/24/2026
Glen Santangelo from Barclays set a target price of $350.0 on 06/10/2026
Stephen Baxter from Wells Fargo set a target price of $331.0 on 05/11/2026
David Rodgers from Baird set a target price of $339.0 on 05/07/2026
John Belton from Evercore ISI Group set a target price of $300.0 on 05/07/2026
Daniel Grosslight from Citigroup set a target price of $355.0 on 05/07/2026
Kevin Caliendo from UBS set a target price of $412.0 on 05/07/2026

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.