Robeco Institutional Asset Management B.V. Purchases 20,713 Shares of Cencora, Inc. $COR

Robeco Institutional Asset Management B.V. boosted its position in Cencora, Inc. (NYSE:COR) by 11.6% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 199,058 shares of the company’s stock after acquiring an additional 20,713 shares during the period. Robeco Institutional Asset Management B.V. owned 0.10% of Cencora worth $62,212,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Atlantic Edge Private Wealth Management LLC raised its position in shares of Cencora by 70.0% in the second quarter. Atlantic Edge Private Wealth Management LLC now owns 85 shares of the company’s stock valued at $25,000 after purchasing an additional 35 shares during the period. Vermillion & White Wealth Management Group LLC grew its stake in Cencora by 69.4% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 105 shares of the company’s stock valued at $31,000 after buying an additional 43 shares in the last quarter. Caldwell Trust Co purchased a new position in Cencora in the 2nd quarter valued at approximately $46,000. Salomon & Ludwin LLC raised its holdings in Cencora by 638.1% during the 3rd quarter. Salomon & Ludwin LLC now owns 155 shares of the company’s stock valued at $47,000 after acquiring an additional 134 shares during the period. Finally, Capital A Wealth Management LLC lifted its position in shares of Cencora by 3,975.0% during the second quarter. Capital A Wealth Management LLC now owns 163 shares of the company’s stock worth $49,000 after acquiring an additional 159 shares in the last quarter. Institutional investors own 97.52% of the company’s stock.

Insider Transactions at Cencora

In other news, EVP Silvana Battaglia sold 1,677 shares of the company’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $345.00, for a total value of $578,565.00. Following the completion of the transaction, the executive vice president directly owned 18,796 shares in the company, valued at approximately $6,484,620. This represents a 8.19% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Elizabeth S. Campbell sold 3,351 shares of the stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $342.10, for a total value of $1,146,377.10. Following the transaction, the executive vice president owned 23,891 shares in the company, valued at $8,173,111.10. This trade represents a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 20,317 shares of company stock valued at $7,009,260. Insiders own 10.80% of the company’s stock.

Cencora Stock Performance

NYSE:COR opened at $345.99 on Wednesday. The stock has a market cap of $67.12 billion, a P/E ratio of 43.52, a PEG ratio of 1.62 and a beta of 0.66. The company has a quick ratio of 0.55, a current ratio of 0.90 and a debt-to-equity ratio of 4.32. The business’s 50-day moving average price is $349.89 and its two-hundred day moving average price is $317.52. Cencora, Inc. has a twelve month low of $229.36 and a twelve month high of $377.54.

Cencora (NYSE:COR) last posted its quarterly earnings data on Wednesday, November 5th. The company reported $3.84 earnings per share for the quarter, topping the consensus estimate of $3.79 by $0.05. The company had revenue of $83.73 billion for the quarter, compared to analysts’ expectations of $83.36 billion. Cencora had a net margin of 0.48% and a return on equity of 227.15%. Cencora’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same period in the prior year, the business earned $3.34 earnings per share. Cencora has set its FY 2026 guidance at 17.450-17.75 EPS. As a group, equities analysts predict that Cencora, Inc. will post 15.37 EPS for the current fiscal year.

Cencora Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Friday, November 14th were given a dividend of $0.60 per share. This is an increase from Cencora’s previous quarterly dividend of $0.55. The ex-dividend date was Friday, November 14th. This represents a $2.40 annualized dividend and a dividend yield of 0.7%. Cencora’s dividend payout ratio is 30.19%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on COR. Evercore ISI set a $400.00 price target on Cencora and gave the company an “outperform” rating in a research report on Thursday, November 6th. UBS Group raised their target price on Cencora from $380.00 to $415.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Cencora in a research report on Monday, December 29th. TD Cowen raised their price objective on shares of Cencora from $350.00 to $400.00 and gave the company a “buy” rating in a research report on Monday, November 10th. Finally, Barclays started coverage on shares of Cencora in a research note on Monday, December 8th. They set an “overweight” rating and a $400.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, Cencora has a consensus rating of “Moderate Buy” and an average price target of $379.50.

Cencora Company Profile

Cencora (NYSE:COR) is a global healthcare services and pharmaceutical distribution company that provides end-to-end solutions across the pharmaceutical supply chain. The company’s core activities include wholesale drug distribution, specialty drug distribution, and the operation of specialty pharmacies, complemented by logistics, cold-chain management and other fulfillment services designed to support complex and temperature-sensitive therapies.

Beyond physical distribution, Cencora offers a range of commercial and patient-focused services for pharmaceutical manufacturers and healthcare providers.