McKesson Corporation $MCK Stake Lessened by Intellectus Partners LLC

Intellectus Partners LLC lessened its holdings in McKesson Corporation (NYSE:MCK) by 44.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,320 shares of the company’s stock after selling 1,064 shares during the period. Intellectus Partners LLC’s holdings in McKesson were worth $1,021,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Brighton Jones LLC lifted its stake in McKesson by 46.3% in the 4th quarter. Brighton Jones LLC now owns 2,523 shares of the company’s stock worth $1,438,000 after acquiring an additional 798 shares in the last quarter. Caxton Associates LLP purchased a new position in McKesson during the 1st quarter valued at about $233,000. Sivia Capital Partners LLC grew its stake in McKesson by 77.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 685 shares of the company’s stock valued at $502,000 after acquiring an additional 300 shares in the last quarter. Crestwood Advisors Group LLC increased its holdings in shares of McKesson by 13.1% in the 2nd quarter. Crestwood Advisors Group LLC now owns 649 shares of the company’s stock valued at $475,000 after purchasing an additional 75 shares during the period. Finally, Atlantic Union Bankshares Corp increased its holdings in shares of McKesson by 123.2% in the 2nd quarter. Atlantic Union Bankshares Corp now owns 799 shares of the company’s stock valued at $585,000 after purchasing an additional 441 shares during the period. Hedge funds and other institutional investors own 85.07% of the company’s stock.

McKesson Price Performance

Shares of McKesson stock opened at $918.37 on Friday. The firm has a market cap of $112.49 billion, a price-to-earnings ratio of 26.41, a P/E/G ratio of 1.50 and a beta of 0.38. The stock has a 50-day simple moving average of $882.53 and a 200-day simple moving average of $815.75. McKesson Corporation has a 52-week low of $633.53 and a 52-week high of $999.00.

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

McKesson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 2nd will be paid a dividend of $0.82 per share. The ex-dividend date is Monday, March 2nd. This represents a $3.28 annualized dividend and a dividend yield of 0.4%. McKesson’s dividend payout ratio is 9.43%.

Wall Street Analyst Weigh In

Several research firms recently commented on MCK. JPMorgan Chase & Co. raised their price target on shares of McKesson from $983.00 to $1,107.00 and gave the stock an “overweight” rating in a report on Tuesday, February 10th. Robert W. Baird set a $968.00 price objective on shares of McKesson in a research note on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of McKesson in a research report on Wednesday, December 10th. Morgan Stanley reissued an “overweight” rating and set a $966.00 target price on shares of McKesson in a research note on Thursday, January 29th. Finally, Raymond James Financial set a $970.00 price target on shares of McKesson in a report on Thursday. Thirteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $960.93.

Key Stories Impacting McKesson

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: Analyst support and dividend: Several sell‑side firms have raised price targets or reiterated buy ratings and McKesson recently declared its quarterly dividend (payable April 1). That continued analyst backing and a steady payout help underpin investor confidence. 3 Dividend Growth Stocks Quietly Raising Payouts
• Neutral Sentiment: CFO transition announced: Longtime CFO Britt Vitalone will retire and McKesson named Kenny Cheung as incoming EVP & CFO effective May 29, 2026. The advance naming of a successor reduces leadership uncertainty but still warrants monitoring during the handover. McKesson Announces Planned CFO Transition
• Neutral Sentiment: Q4/FY‑2026 earnings date and webcast set for May 7; company says management will host the call and reiterated FY‑2026 outlook. The scheduled release and affirmed guidance reduce near‑term uncertainty but make the May 7 print a key catalyst. Earnings Release Date and Conferences
• Neutral Sentiment: Heightened retail/institutional attention: McKesson has been a trending stock in screens and writeups (Zacks, Yahoo/Zacks summaries), which can amplify volatility as traders reposition ahead of the earnings/counsel changes. Zacks Trending Stock Summary
• Negative Sentiment: Insider sale: EVP Michele Lau disclosed a sale of 2,725 shares (filed with the SEC). Executive stock sales can be perceived negatively by some investors, adding downward pressure amid the other headlines. Insider Sale Filing

Insider Buying and Selling at McKesson

In other news, CAO Napoleon B. Rutledge, Jr. sold 328 shares of the firm’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $955.00, for a total transaction of $313,240.00. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Leann B. Smith sold 190 shares of McKesson stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $945.00, for a total transaction of $179,550.00. Following the completion of the sale, the executive vice president directly owned 2,989 shares of the company’s stock, valued at approximately $2,824,605. The trade was a 5.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,868 shares of company stock worth $3,743,820 in the last ninety days. Company insiders own 0.08% of the company’s stock.

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.