Q2 2025 Earnings Estimate for McKesson Co. Issued By Leerink Partnrs (NYSE:MCK)

McKesson Co. (NYSE:MCK) – Equities researchers at Leerink Partnrs increased their Q2 2025 EPS estimates for McKesson in a research report issued to clients and investors on Monday, April 22nd. Leerink Partnrs analyst M. Cherny now anticipates that the company will post earnings per share of $7.45 for the quarter, up from their prior estimate of $7.36. Leerink Partnrs currently has a “Outperform” rating on the stock. The consensus estimate for McKesson’s current full-year earnings is $27.59 per share. Leerink Partnrs also issued estimates for McKesson’s FY2025 earnings at $31.37 EPS.

McKesson (NYSE:MCK) last announced its quarterly earnings results on Wednesday, February 7th. The company reported $7.74 EPS for the quarter, beating the consensus estimate of $7.05 by $0.69. McKesson had a net margin of 0.99% and a negative return on equity of 262.63%. The firm had revenue of $80.90 billion during the quarter, compared to the consensus estimate of $77.93 billion. During the same period last year, the firm earned $6.90 EPS. The business’s quarterly revenue was up 14.8% compared to the same quarter last year.

Several other research analysts have also issued reports on MCK. Argus upped their target price on shares of McKesson from $510.00 to $570.00 and gave the stock a “buy” rating in a research report on Wednesday, April 10th. UBS Group increased their price objective on McKesson from $575.00 to $620.00 and gave the company a “buy” rating in a research report on Wednesday, March 6th. Morgan Stanley raised their price objective on McKesson from $522.00 to $548.00 and gave the company an “overweight” rating in a report on Monday, April 15th. Citigroup upped their target price on McKesson from $530.00 to $575.00 and gave the stock a “buy” rating in a research note on Thursday, February 8th. Finally, StockNews.com downgraded shares of McKesson from a “strong-buy” rating to a “buy” rating in a research note on Thursday, January 4th. Two equities research analysts have rated the stock with a hold rating and eleven have given a buy rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $533.50.

McKesson Price Performance

MCK stock opened at $527.79 on Tuesday. The firm has a 50 day simple moving average of $525.58 and a two-hundred day simple moving average of $487.54. The stock has a market cap of $69.36 billion, a PE ratio of 23.91, a P/E/G ratio of 1.42 and a beta of 0.45. McKesson has a one year low of $352.34 and a one year high of $543.00.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in MCK. Massachusetts Financial Services Co. MA grew its position in shares of McKesson by 16.0% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 5,148,794 shares of the company’s stock worth $2,238,953,000 after buying an additional 708,438 shares during the period. Morgan Stanley increased its position in shares of McKesson by 14.0% during the third quarter. Morgan Stanley now owns 2,398,380 shares of the company’s stock valued at $1,042,937,000 after acquiring an additional 294,832 shares in the last quarter. Norges Bank purchased a new position in McKesson in the 4th quarter worth approximately $1,024,140,000. Putnam Investments LLC lifted its position in McKesson by 3.2% in the 4th quarter. Putnam Investments LLC now owns 1,997,963 shares of the company’s stock valued at $925,017,000 after acquiring an additional 62,242 shares in the last quarter. Finally, Northern Trust Corp boosted its stake in McKesson by 3.3% during the 3rd quarter. Northern Trust Corp now owns 1,595,162 shares of the company’s stock valued at $693,656,000 after purchasing an additional 50,265 shares during the last quarter. Hedge funds and other institutional investors own 85.07% of the company’s stock.

Insider Activity

In other McKesson news, CEO Brian S. Tyler sold 3,473 shares of the company’s stock in a transaction that occurred on Friday, March 15th. The stock was sold at an average price of $524.55, for a total transaction of $1,821,762.15. Following the completion of the transaction, the chief executive officer now owns 43,445 shares of the company’s stock, valued at approximately $22,789,074.75. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. In related news, EVP Leann B. Smith sold 186 shares of the stock in a transaction dated Tuesday, February 13th. The shares were sold at an average price of $496.00, for a total value of $92,256.00. Following the completion of the transaction, the executive vice president now directly owns 1,511 shares of the company’s stock, valued at $749,456. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Brian S. Tyler sold 3,473 shares of McKesson stock in a transaction that occurred on Friday, March 15th. The shares were sold at an average price of $524.55, for a total value of $1,821,762.15. Following the sale, the chief executive officer now directly owns 43,445 shares in the company, valued at $22,789,074.75. The disclosure for this sale can be found here. Insiders own 0.21% of the company’s stock.

McKesson Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, April 1st. Stockholders of record on Friday, March 1st were paid a dividend of $0.62 per share. This represents a $2.48 annualized dividend and a dividend yield of 0.47%. The ex-dividend date was Thursday, February 29th. McKesson’s dividend payout ratio (DPR) is 11.24%.

About McKesson

McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International. The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products.