Vinva Investment Management Ltd Has $7.99 Million Position in McKesson Corporation $MCK

Vinva Investment Management Ltd raised its stake in shares of McKesson Corporation (NYSE:MCK) by 22.8% during the 3rd quarter, HoldingsChannel reports. The firm owned 10,492 shares of the company’s stock after purchasing an additional 1,951 shares during the quarter. Vinva Investment Management Ltd’s holdings in McKesson were worth $7,993,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Parallel Advisors LLC grew its stake in McKesson by 2.0% in the 3rd quarter. Parallel Advisors LLC now owns 2,600 shares of the company’s stock valued at $2,009,000 after buying an additional 52 shares during the last quarter. Obsidian Personal Planning Solutions LLC grew its position in shares of McKesson by 2.9% in the third quarter. Obsidian Personal Planning Solutions LLC now owns 426 shares of the company’s stock valued at $346,000 after purchasing an additional 12 shares during the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund increased its stake in shares of McKesson by 157.1% in the third quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund now owns 3,600 shares of the company’s stock worth $2,781,000 after purchasing an additional 2,200 shares during the period. Ameriflex Group Inc. lifted its position in shares of McKesson by 794.6% during the 3rd quarter. Ameriflex Group Inc. now owns 662 shares of the company’s stock worth $511,000 after purchasing an additional 588 shares during the last quarter. Finally, Blair William & Co. IL boosted its stake in McKesson by 12.5% during the 3rd quarter. Blair William & Co. IL now owns 14,057 shares of the company’s stock valued at $10,860,000 after purchasing an additional 1,565 shares during the period. 85.07% of the stock is currently owned by institutional investors and hedge funds.

McKesson Price Performance

NYSE MCK opened at $918.37 on Monday. The stock’s 50 day simple moving average is $882.53 and its 200 day simple moving average is $817.53. McKesson Corporation has a one year low of $633.53 and a one year high of $999.00. The firm has a market cap of $112.49 billion, a PE ratio of 26.41, a price-to-earnings-growth ratio of 1.48 and a beta of 0.38.

McKesson (NYSE:MCK) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $9.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $9.19 by $0.15. The firm had revenue of $106.16 billion during 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 business’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $8.03 EPS. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. As a group, equities analysts expect that McKesson Corporation will post 32.77 earnings per share for the current year.

McKesson Dividend Announcement

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

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 McKesson news, CAO Napoleon B. Rutledge, Jr. sold 328 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $955.00, for a total transaction of $313,240.00. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Thomas L. Rodgers sold 276 shares of the firm’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $816.18, for a total transaction of $225,265.68. Following the completion of the sale, the executive vice president owned 2,268 shares of the company’s stock, valued at $1,851,096.24. The trade was a 10.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 3,868 shares of company stock worth $3,743,820 over the last quarter. Corporate insiders own 0.08% of the company’s stock.

Wall Street Analyst Weigh In

MCK has been the subject of a number of research analyst reports. Robert W. Baird set a $968.00 price target on McKesson in a report on Wednesday, January 14th. Barclays raised their price target on shares of McKesson from $960.00 to $1,050.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. Morgan Stanley reaffirmed an “overweight” rating and set a $966.00 price objective on shares of McKesson in a research report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of McKesson in a research note on Wednesday, December 10th. Finally, Leerink Partners reissued an “outperform” rating and set a $1,085.00 price objective on shares of McKesson in a report on Thursday. Thirteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $960.93.

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.