Pensionfund Sabic bought a new stake in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The firm bought 8,700 shares of the company’s stock, valued at approximately $1,788,000.
Several other institutional investors and hedge funds have also made changes to their positions in CAH. Focus Financial Network Inc. acquired a new position in Cardinal Health in the 4th quarter worth $219,000. Quantum Financial Advisors LLC acquired a new position in shares of Cardinal Health in the fourth quarter worth about $228,000. Contravisory Investment Management Inc. purchased a new position in Cardinal Health in the fourth quarter valued at about $80,000. SG Americas Securities LLC boosted its holdings in Cardinal Health by 3,829.1% in the fourth quarter. SG Americas Securities LLC now owns 727,511 shares of the company’s stock valued at $149,504,000 after purchasing an additional 708,995 shares during the last quarter. Finally, Inspirion Wealth Advisors LLC acquired a new stake in Cardinal Health during the 4th quarter valued at approximately $301,000. 87.17% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
Several equities research analysts have issued reports on the company. Morgan Stanley set a $255.00 price objective on Cardinal Health in a report on Friday, February 6th. Argus increased their target price on Cardinal Health from $232.00 to $248.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Jefferies Financial Group raised their price target on shares of Cardinal Health from $220.00 to $270.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Wells Fargo & Company lifted their price target on shares of Cardinal Health from $237.00 to $256.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 10th. Finally, UBS Group set a $260.00 price target on shares of Cardinal Health and gave the company a “buy” rating in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $245.67.
More Cardinal Health News
Here are the key news stories impacting Cardinal Health this week:
- Positive Sentiment: Improved specialty pharma mix cited as a driver of recent upside—media coverage shows investors rewarded better product mix and margin expansion trends. Cardinal Health (CAH) Surged Following Improved Specialty Mix in Pharma
- Positive Sentiment: Analysts and comparative pieces highlight CAH’s stronger earnings growth and margin improvement versus peers, supporting a bullish view on the turnaround. Cardinal Health vs. McKesson: Which Healthcare Giant Is the Smarter Bet?
- Positive Sentiment: Street sentiment is supportive: aggregated analyst commentary and an average “Moderate Buy” tone help underpin investor confidence. Cardinal Health, Inc. (NYSE:CAH) Given Average Rating of “Moderate Buy” by Analysts
- Neutral Sentiment: GLP‑1 drug distribution is contributing meaningful revenue growth but appears to be a mixed margin story—higher volumes lift top line but benefits to profitability are uneven. Are GLP-1 Drugs Becoming a Meaningful Revenue Driver for CAH Stock?
- Neutral Sentiment: Corporate governance update: a new independent board chair (Patricia A. Hemingway Hall) was appointed—governance continuity, not a major operational catalyst. Cardinal Health Appoints Patricia A. Hemingway Hall as Board Chair
- Neutral Sentiment: Cardinal confirmed its Q3 FY2026 report date (April 30) and will webcast results—an upcoming earnings release that could amplify volatility around guidance and margin commentary. Cardinal Health to Announce Third-Quarter Results for Fiscal Year 2026 on April 30
- Neutral Sentiment: Notes on index/ETF dynamics: coverage highlights CAH’s positioning in Russell 1000/ETF flows which can influence demand but is not an immediate earnings driver. Cardinal Health (NYSE:CAH) Strengthens Global Network For Russell 1000 Etf Watchers
- Negative Sentiment: Short interest rose sharply (~21% month-over-month to ~6.05M shares, ~2.6% of float), increasing the potential for pressure or volatility if sentiment shifts; days-to-cover sits around 3.1 days. (Data entry 3/24/2026)
Cardinal Health Stock Performance
Shares of CAH opened at $207.22 on Wednesday. The firm has a fifty day moving average of $217.68 and a 200-day moving average of $195.54. The company has a market cap of $48.76 billion, a price-to-earnings ratio of 29.82, a price-to-earnings-growth ratio of 1.33 and a beta of 0.65. Cardinal Health, Inc. has a 1 year low of $120.72 and a 1 year high of $233.60.
Cardinal Health (NYSE:CAH – Get Free Report) last released its quarterly earnings data on Thursday, February 5th. The company reported $2.63 earnings per share for the quarter, topping analysts’ consensus estimates of $2.31 by $0.32. The business had revenue of $65.63 billion for the quarter, compared to analysts’ expectations of $64.88 billion. Cardinal Health had a net margin of 0.68% and a negative return on equity of 92.50%. The company’s revenue for the quarter was up 18.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.93 EPS. Analysts predict that Cardinal Health, Inc. will post 7.95 EPS for the current year.
Cardinal Health Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Wednesday, April 1st will be paid a $0.5107 dividend. The ex-dividend date is Wednesday, April 1st. This represents a $2.04 annualized dividend and a dividend yield of 1.0%. Cardinal Health’s dividend payout ratio (DPR) is presently 29.35%.
Cardinal Health Company Profile
Cardinal Health is a multinational healthcare services and products company headquartered in Dublin, Ohio. Tracing its roots to the early 1970s, the company has grown into a major provider of supply chain and distribution services for the healthcare sector. Cardinal Health operates across a range of service lines that support hospitals, health systems, pharmacies, physician offices and clinical laboratories.
The company’s core activities include the wholesale distribution of branded and generic pharmaceuticals, the supply and distribution of medical-surgical products, and the provision of logistics and inventory management solutions.
Further Reading
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