Orographic Financial Advisors LLC Makes New $782,000 Investment in McKesson Corporation $MCK

Orographic Financial Advisors LLC purchased a new stake in shares of McKesson Corporation (NYSE:MCK) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 903 shares of the company’s stock, valued at approximately $782,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. University of Texas Texas AM Investment Management Co. acquired a new stake in McKesson in the fourth quarter valued at approximately $25,000. Swiss RE Ltd. purchased a new position in McKesson in the fourth quarter worth $26,000. State of Wyoming acquired a new position in shares of McKesson during the second quarter worth $29,000. Kingdom Financial Group LLC. acquired a new position in shares of McKesson during the fourth quarter worth $33,000. Finally, Birchwood Financial Partners Inc. purchased a new stake in shares of McKesson during the 4th quarter valued at $33,000. Hedge funds and other institutional investors own 85.07% of the company’s stock.

McKesson News Summary

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: McKesson continues to benefit from expectations for earnings growth. Its latest reported quarter exceeded EPS estimates, and management’s fiscal 2027 outlook calls for earnings of $43.80–$44.60 per share. McKesson earnings expected to grow
• Neutral Sentiment: McKesson’s chief legal officer is leaving to take the same role at luxury home-furnishings company RH. The move is not necessarily an operating concern, but executive turnover may attract investor attention. RH hires McKesson chief legal officer
• Negative Sentiment: A Zacks preview said McKesson lacks the combination of favorable earnings expectations and estimate-revision momentum that typically signals a likely earnings beat. That caution may have pressured the stock ahead of results, particularly after its strong run toward its 52-week high. McKesson earnings preview
• Negative Sentiment: The latest market recap noted that McKesson declined while the broader market advanced, indicating relative weakness rather than a sector-wide healthcare selloff. Investors appear focused on whether upcoming results can justify the company’s elevated valuation. McKesson stock market recap

Analysts Set New Price Targets

MCK has been the subject of a number of recent analyst reports. Wall Street Zen cut McKesson from a “buy” rating to a “hold” rating in a research report on Saturday, June 27th. Citigroup increased their price target on McKesson from $945.00 to $1,000.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Bank of America lowered their price target on McKesson from $1,040.00 to $1,000.00 and set a “buy” rating for the company in a report on Monday, April 6th. Weiss Ratings lowered McKesson from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, July 7th. Finally, JPMorgan Chase & Co. cut their price objective on shares of McKesson from $1,107.00 to $1,015.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. Fourteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $962.67.

McKesson Price Performance

Shares of MCK stock opened at $867.05 on Friday. The business has a fifty day moving average of $788.86 and a 200 day moving average of $840.10. McKesson Corporation has a 1 year low of $637.00 and a 1 year high of $999.00. The firm has a market capitalization of $101.51 billion, a price-to-earnings ratio of 22.54, a price-to-earnings-growth ratio of 1.46 and a beta of 0.31.

McKesson (NYSE:MCK) last posted its quarterly earnings results on Thursday, May 7th. The company reported $11.69 earnings per share for the quarter, beating the consensus estimate of $11.56 by $0.13. The business had revenue of $96.30 billion for the quarter, compared to the consensus estimate of $101.35 billion. McKesson had a negative return on equity of 345.35% and a net margin of 1.18%.The company’s quarterly revenue was up 6.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $10.12 EPS. McKesson has set its FY 2027 guidance at 43.800-44.600 EPS. As a group, equities research analysts expect that McKesson Corporation will post 44.28 earnings per share for the current year.

McKesson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 1st will be issued a $0.94 dividend. This is a boost from McKesson’s previous quarterly dividend of $0.82. The ex-dividend date is Tuesday, September 1st. This represents a $3.76 annualized dividend and a yield of 0.4%. McKesson’s dividend payout ratio is currently 9.77%.

Insider Buying and Selling at McKesson

In other McKesson news, CEO Brian S. Tyler sold 8,463 shares of the firm’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $793.56, for a total transaction of $6,715,898.28. Following the completion of the transaction, the chief executive officer directly owned 5,919 shares of the company’s stock, valued at approximately $4,697,081.64. This trade represents a 58.84% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michele Lau sold 3,550 shares of the company’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $761.09, for a total transaction of $2,701,869.50. Following the completion of the sale, the executive vice president directly owned 3,247 shares in the company, valued at $2,471,259.23. This trade represents a 52.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 28,748 shares of company stock valued at $22,262,035. 0.06% of the stock is owned by corporate insiders.

McKesson 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.