B. Metzler seel. Sohn & Co. AG Boosts Holdings in McKesson Corporation $MCK

B. Metzler seel. Sohn & Co. AG grew its stake in shares of McKesson Corporation (NYSE:MCK) by 13.4% in the third quarter, HoldingsChannel reports. The fund owned 6,860 shares of the company’s stock after buying an additional 808 shares during the quarter. B. Metzler seel. Sohn & Co. AG’s holdings in McKesson were worth $5,300,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the stock. J.W. Cole Advisors Inc. grew its stake in shares of McKesson by 35.3% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 5,089 shares of the company’s stock valued at $3,931,000 after buying an additional 1,329 shares during the period. Private Wealth Partners LLC increased its holdings in shares of McKesson by 5.6% during the 3rd quarter. Private Wealth Partners LLC now owns 31,841 shares of the company’s stock worth $24,598,000 after buying an additional 1,682 shares during the last quarter. AlphaQuest LLC raised its position in shares of McKesson by 91.2% in the 3rd quarter. AlphaQuest LLC now owns 1,767 shares of the company’s stock worth $1,365,000 after buying an additional 843 shares during the period. CW Advisors LLC boosted its holdings in McKesson by 282.5% in the second quarter. CW Advisors LLC now owns 11,008 shares of the company’s stock valued at $8,067,000 after acquiring an additional 8,130 shares during the last quarter. Finally, Envestnet Asset Management Inc. boosted its holdings in McKesson by 12.4% in the third quarter. Envestnet Asset Management Inc. now owns 330,647 shares of the company’s stock valued at $255,438,000 after acquiring an additional 36,451 shares during the last quarter. 85.07% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, Director Maria Martinez sold 349 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $939.87, for a total transaction of $328,014.63. Following the transaction, the director directly owned 301 shares of the company’s stock, valued at approximately $282,900.87. The trade was a 53.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Michele Lau sold 2,725 shares of the firm’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $990.00, for a total transaction of $2,697,750.00. Following the sale, the executive vice president directly owned 3,247 shares of the company’s stock, valued at approximately $3,214,530. The trade was a 45.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 3,868 shares of company stock valued at $3,743,820 over the last three months. Company insiders own 0.08% of the company’s stock.

Analyst Ratings Changes

MCK has been the subject of several research analyst reports. Barclays upped their price target on McKesson from $960.00 to $1,050.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Weiss Ratings lowered McKesson from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Thursday, February 5th. JPMorgan Chase & Co. boosted their target price on McKesson from $983.00 to $1,107.00 and gave the stock an “overweight” rating in a report on Tuesday, February 10th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of McKesson in a report on Wednesday, December 10th. Finally, Evercore reaffirmed an “outperform” rating on shares of McKesson in a research report on Thursday. Thirteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, McKesson presently has a consensus rating of “Moderate Buy” and a consensus target price of $960.93.

McKesson Price Performance

Shares of MCK opened at $918.37 on Monday. The stock’s 50-day moving average is $882.53 and its two-hundred day moving average is $817.53. The stock has a market cap of $112.49 billion, a PE ratio of 26.41, a P/E/G ratio of 1.48 and a beta of 0.38. McKesson Corporation has a 12 month low of $633.53 and a 12 month high of $999.00.

McKesson (NYSE:MCK) last posted its earnings results on Wednesday, February 4th. The company reported $9.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $9.19 by $0.15. The business had revenue of $106.16 billion during the quarter, compared to analyst estimates of $105.98 billion. McKesson had a negative return on equity of 338.97% and a net margin of 1.09%.The company’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same quarter last year, the firm earned $8.03 earnings per share. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. On average, research analysts anticipate that McKesson Corporation will post 32.77 earnings per share for the current year.

McKesson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders 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 yield of 0.4%. The ex-dividend date is Monday, March 2nd. McKesson’s dividend payout ratio is currently 9.43%.

Key McKesson News

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

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.