Cencora (NYSE:COR) Trading Up 9.1% Following Better-Than-Expected Earnings

Cencora, Inc. (NYSE:COR) shares rose 9.1% on Thursday following a stronger than expected earnings report. The company traded as high as $359.10 and last traded at $359.90. Approximately 383,655 shares were traded during mid-day trading, a decline of 68% from the average daily volume of 1,195,642 shares. The stock had previously closed at $329.97.

The company reported $4.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.04 by $0.04. The business had revenue of $85.93 billion during the quarter, compared to the consensus estimate of $86.12 billion. Cencora had a net margin of 0.50% and a return on equity of 176.54%. Cencora’s quarterly revenue was up 5.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.73 EPS.

Cencora Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Friday, February 13th will be given a dividend of $0.60 per share. This represents a $2.40 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. Cencora’s payout ratio is currently 30.19%.

More Cencora News

Here are the key news stories impacting Cencora this week:

• Positive Sentiment: Q1 2026 earnings call highlighted strong U.S. growth that offset international headwinds; management commentary helped support the upbeat tone after results. Cencora Inc (COR) Q1 2026 Earnings Call Highlights
• Positive Sentiment: Cencora closed its deal with OneOncology; coverage of the terms characterizes the agreement as reflecting trust between parties, which supports the company’s oncology services strategy and potential revenue synergies. As Cencora Closes With OneOncology
• Neutral Sentiment: Evercore ISI set a new $420 price target (down from $440) but kept an “outperform” rating — the target implies meaningful upside from current levels despite the trim. Cencora Given New $420.00 Price Target at Evercore ISI
• Neutral Sentiment: Market write-ups and stock-flow coverage are highlighting the mix of EPS beats and revenue dynamics as reasons for the intraday move, keeping attention on upcoming guidance and international performance. Cencora stock trades up, here is why
• Negative Sentiment: Cencora missed Q4 CY2025 revenue estimates, which tempers enthusiasm from the EPS beat and raises questions about near-term revenue momentum. Cencora misses Q4 revenue estimates
• Negative Sentiment: Recent intraday coverage noted the stock underperformed peers on Wednesday, suggesting investors are watching competitive execution and margin trends across the sector. Cencora underperforms competitors

Wall Street Analysts Forecast Growth

Several research analysts have commented on COR shares. Robert W. Baird set a $415.00 price target on Cencora in a research report on Tuesday, January 13th. UBS Group boosted their target price on shares of Cencora from $380.00 to $415.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. JPMorgan Chase & Co. upped their target price on shares of Cencora from $344.00 to $417.00 and gave the company an “overweight” rating in a research note on Tuesday, November 11th. Bank of America decreased their price target on shares of Cencora from $380.00 to $360.00 and set a “neutral” rating on the stock in a research report on Monday, January 5th. Finally, Wells Fargo & Company upped their price objective on shares of Cencora from $354.00 to $405.00 and gave the company an “overweight” rating in a research report on Tuesday, November 11th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $394.75.

Insider Buying and Selling at Cencora

In other news, EVP Elizabeth S. Campbell sold 3,351 shares of Cencora stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $342.10, for a total value of $1,146,377.10. Following the completion of the transaction, the executive vice president owned 23,891 shares in the company, valued at approximately $8,173,111.10. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Robert P. Mauch sold 5,096 shares of the stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $366.64, for a total value of $1,868,397.44. Following the sale, the chief executive officer owned 65,746 shares in the company, valued at approximately $24,105,113.44. This trade represents a 7.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 20,316 shares of company stock worth $7,151,265 over the last ninety days. Corporate insiders own 0.38% of the company’s stock.

Institutional Trading of Cencora

Several large investors have recently made changes to their positions in COR. Oakworth Capital Inc. acquired a new position in Cencora during the 4th quarter worth about $26,000. Elyxium Wealth LLC bought a new position in shares of Cencora in the fourth quarter worth about $27,000. Archer Investment Corp raised its stake in shares of Cencora by 134.3% in the fourth quarter. Archer Investment Corp now owns 82 shares of the company’s stock worth $28,000 after acquiring an additional 47 shares during the last quarter. Atlantic Edge Private Wealth Management LLC lifted its position in shares of Cencora by 70.0% during the second quarter. Atlantic Edge Private Wealth Management LLC now owns 85 shares of the company’s stock worth $25,000 after purchasing an additional 35 shares in the last quarter. Finally, Optima Capital LLC bought a new stake in shares of Cencora during the fourth quarter valued at approximately $31,000. Institutional investors own 97.52% of the company’s stock.

Cencora Trading Up 2.0%

The company has a quick ratio of 0.55, a current ratio of 0.92 and a debt-to-equity ratio of 3.62. The business’s fifty day moving average is $345.91 and its two-hundred day moving average is $325.92. The firm has a market cap of $69.67 billion, a price-to-earnings ratio of 43.17, a price-to-earnings-growth ratio of 1.63 and a beta of 0.68.

About Cencora

Cencora (NYSE:COR) is a global healthcare services and pharmaceutical distribution company that provides end-to-end solutions across the pharmaceutical supply chain. The company’s core activities include wholesale drug distribution, specialty drug distribution, and the operation of specialty pharmacies, complemented by logistics, cold-chain management and other fulfillment services designed to support complex and temperature-sensitive therapies.

Beyond physical distribution, Cencora offers a range of commercial and patient-focused services for pharmaceutical manufacturers and healthcare providers.