Leerink Partnrs Weighs in on McKesson Co.’s Q3 2025 Earnings (NYSE:MCK)

McKesson Co. (NYSE:MCK) – Stock analysts at Leerink Partnrs lifted their Q3 2025 EPS estimates for shares of McKesson in a report issued on Monday, April 22nd. Leerink Partnrs analyst M. Cherny now expects that the company will post earnings of $8.23 per share for the quarter, up from their prior estimate of $8.14. 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 Q4 2025 earnings at $8.69 EPS.

MCK has been the topic of a number of other reports. Mizuho boosted their price objective on shares of McKesson from $450.00 to $505.00 and gave the company a “neutral” rating in a research report on Friday, February 9th. Morgan Stanley boosted their price objective on shares of McKesson from $522.00 to $548.00 and gave the company an “overweight” rating in a research report on Monday, April 15th. Barclays started coverage on shares of McKesson in a research report on Wednesday, January 3rd. They set an “overweight” rating and a $537.00 price objective on the stock. Citigroup boosted their target price on shares of McKesson from $530.00 to $575.00 and gave the company a “buy” rating in a report on Thursday, February 8th. Finally, UBS Group boosted their target price on shares of McKesson from $575.00 to $620.00 and gave the company a “buy” rating in a report on Wednesday, March 6th. Two investment analysts have rated the stock with a hold rating and eleven have issued a buy rating to the company. According to data from MarketBeat, McKesson currently has an average rating of “Moderate Buy” and a consensus target price of $533.50.

McKesson Stock Up 0.7 %

Shares of NYSE MCK opened at $535.56 on Wednesday. McKesson has a 52 week low of $352.34 and a 52 week high of $543.00. The firm’s fifty day moving average is $526.81 and its 200 day moving average is $488.48. The company has a market cap of $70.38 billion, a price-to-earnings ratio of 24.27, a PEG ratio of 1.43 and a beta of 0.45.

McKesson (NYSE:MCK) last announced its quarterly earnings data on Wednesday, February 7th. The company reported $7.74 earnings per share for the quarter, topping analysts’ consensus estimates of $7.05 by $0.69. The firm had revenue of $80.90 billion during the quarter, compared to analyst estimates of $77.93 billion. McKesson had a net margin of 0.99% and a negative return on equity of 262.63%. The business’s quarterly revenue was up 14.8% on a year-over-year basis. During the same period in the previous year, the business posted $6.90 EPS.

McKesson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, July 1st. Shareholders of record on Monday, June 3rd will be paid a dividend of $0.62 per share. This represents a $2.48 annualized dividend and a yield of 0.46%. McKesson’s dividend payout ratio is currently 11.24%.

Insider Buying and Selling at McKesson

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

Institutional Investors Weigh In On McKesson

Hedge funds and other institutional investors have recently made changes to their positions in the business. Raymond James & Associates increased its position in shares of McKesson by 6.1% during the 4th quarter. Raymond James & Associates now owns 153,180 shares of the company’s stock valued at $70,919,000 after purchasing an additional 8,784 shares during the last quarter. Allspring Global Investments Holdings LLC increased its holdings in McKesson by 6.8% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 85,779 shares of the company’s stock worth $39,714,000 after acquiring an additional 5,425 shares in the last quarter. Insight Wealth Strategies LLC purchased a new stake in McKesson in the 4th quarter worth approximately $1,813,000. Aspire Private Capital LLC increased its holdings in McKesson by 3.2% in the 3rd quarter. Aspire Private Capital LLC now owns 1,957 shares of the company’s stock worth $851,000 after acquiring an additional 60 shares in the last quarter. Finally, Argus Investors Counsel Inc. purchased a new stake in McKesson in the 4th quarter worth approximately $891,000. Hedge funds and other institutional investors own 85.07% of the company’s stock.

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.