McKesson Corporation $MCK Shares Sold by Firetrail Investments PTY Ltd.

Firetrail Investments PTY Ltd. reduced its stake in McKesson Corporation (NYSE:MCK) by 3.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 24,520 shares of the company’s stock after selling 851 shares during the period. McKesson makes up approximately 4.7% of Firetrail Investments PTY Ltd.’s investment portfolio, making the stock its 5th biggest position. Firetrail Investments PTY Ltd.’s holdings in McKesson were worth $18,798,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Solstein Capital LLC grew its stake in McKesson by 171.4% during the second quarter. Solstein Capital LLC now owns 38 shares of the company’s stock worth $28,000 after buying an additional 24 shares in the last quarter. State of Wyoming bought a new position in shares of McKesson in the 2nd quarter valued at $29,000. Delos Wealth Advisors LLC acquired a new stake in McKesson in the second quarter valued at about $35,000. Abound Wealth Management boosted its stake in McKesson by 104.3% in the third quarter. Abound Wealth Management now owns 47 shares of the company’s stock valued at $37,000 after buying an additional 24 shares in the last quarter. Finally, Loomis Sayles & Co. L P bought a new position in shares of McKesson in the second quarter worth about $39,000. 85.07% of the stock is owned by institutional investors and hedge funds.

McKesson Stock Performance

NYSE:MCK opened at $947.96 on Friday. McKesson Corporation has a fifty-two week low of $583.55 and a fifty-two week high of $971.93. The company has a 50 day simple moving average of $828.41 and a two-hundred day simple moving average of $780.06. The company has a market capitalization of $116.12 billion, a PE ratio of 27.26, a P/E/G ratio of 1.55 and a beta of 0.40.

McKesson (NYSE:MCK) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $9.34 EPS for the quarter, beating analysts’ consensus estimates of $9.19 by $0.15. McKesson had a net margin of 1.09% and a negative return on equity of 338.97%. The company had revenue of $106.16 billion for the quarter, compared to analyst estimates of $105.98 billion. During the same period in the prior year, the firm posted $8.03 EPS. The company’s quarterly revenue was up 11.4% on a year-over-year basis. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. Research analysts predict that McKesson Corporation will post 32.77 EPS for the current year.

McKesson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 2nd will be given a $0.82 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $3.28 annualized dividend and a dividend yield of 0.3%. McKesson’s dividend payout ratio (DPR) is 9.43%.

Insider Activity

In related news, EVP Thomas L. Rodgers sold 276 shares of the company’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $816.18, for a total transaction of $225,265.68. Following the sale, the executive vice president owned 2,268 shares in the company, valued at $1,851,096.24. This represents a 10.85% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.08% of the stock is owned by corporate insiders.

Key Stories Impacting McKesson

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: Q3 results beat consensus: EPS topped estimates and revenue grew ~11.4% year‑over‑year; management raised FY‑2026 adjusted EPS guidance to $38.80–$39.20, underpinning today’s rally. McKesson Q3 Earnings Call Highlights
• Positive Sentiment: Growth drivers called out on the call: oncology, specialty distribution and technology businesses accelerated, which McKesson cites as the basis for the raised profit outlook. MCK Q3 Earnings & Sales Top Estimates, 2026 View Up
• Positive Sentiment: Strong market reaction: analysts and investors pushed the share price sharply higher on the beat + guidance, citing the bigger‑than‑expected lift to FY26 adjusted EPS. How McKesson Stock Surged 17% In A Day
• Neutral Sentiment: Analyst target changes mixed: some firms raised price targets (e.g., Wells Fargo, Mizuho) but ratings stayed neutral/equal‑weight, leaving upside expectations varied among brokers. Price Target Raised to $925.00 at Wells Fargo & Company
• Neutral Sentiment: Company materials and transcripts are available for detailed review (presentation and full earnings call transcript) — useful for checking segment KPIs, margin drivers and guidance assumptions. Q3 2026 earnings call transcript
• Negative Sentiment: Operational cash flow weakness flagged: some reports note weaker operating cash flow despite profit growth, and balance‑sheet metrics (higher liabilities) warrant watching for sustainability of buybacks/dividends. EPS Beats, Profit Growth but Weak Operating Cash Flow
• Negative Sentiment: Insider selling is noted in recent filings; combined with high share price momentum, this can contribute to near‑term volatility or profit‑taking. Insider Trading and Hedge Fund Activity

Analyst Ratings Changes

A number of equities analysts recently issued reports on the stock. Wells Fargo & Company upped their price objective on shares of McKesson from $914.00 to $925.00 and gave the stock an “equal weight” rating in a research report on Thursday. Zacks Research cut shares of McKesson from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 25th. Morgan Stanley reiterated an “overweight” rating and set a $966.00 price target on shares of McKesson in a report on Thursday, January 29th. Robert W. Baird set a $968.00 price target on McKesson in a research note on Wednesday, January 14th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of McKesson in a research report on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, McKesson presently has an average rating of “Moderate Buy” and a consensus target price of $918.93.

McKesson Company Profile

McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.

The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.