Zacks Research Has Positive Outlook for McKesson Q4 Earnings

McKesson Co. (NYSE:MCK) – Equities researchers at Zacks Research lifted their Q4 2025 earnings per share (EPS) estimates for McKesson in a note issued to investors on Thursday, April 3rd. Zacks Research analyst R. Department now forecasts that the company will earn $9.71 per share for the quarter, up from their prior estimate of $9.70. The consensus estimate for McKesson’s current full-year earnings is $32.77 per share. Zacks Research also issued estimates for McKesson’s Q4 2025 earnings at $9.71 EPS, Q2 2026 earnings at $8.50 EPS, Q2 2026 earnings at $8.50 EPS, Q4 2026 earnings at $9.53 EPS, Q4 2026 earnings at $9.53 EPS and Q4 2027 earnings at $12.05 EPS.

MCK has been the subject of a number of other research reports. Evercore ISI lifted their price target on shares of McKesson from $650.00 to $675.00 and gave the stock an “outperform” rating in a research note on Thursday, February 6th. Wells Fargo & Company boosted their target price on shares of McKesson from $641.00 to $691.00 and gave the stock an “equal weight” rating in a research note on Friday, March 14th. StockNews.com lowered McKesson from a “strong-buy” rating to a “buy” rating in a report on Friday, February 14th. Morgan Stanley lifted their price target on McKesson from $642.00 to $745.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, Citigroup dropped their price objective on McKesson from $713.00 to $677.00 and set a “buy” rating on the stock in a report on Friday, January 10th. Two analysts have rated the stock with a hold rating, thirteen have assigned a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat, McKesson has a consensus rating of “Moderate Buy” and a consensus price target of $661.00.

McKesson Price Performance

Shares of NYSE MCK opened at $682.41 on Friday. The company has a market cap of $85.52 billion, a price-to-earnings ratio of 31.25, a price-to-earnings-growth ratio of 1.29 and a beta of 0.49. The stock’s 50-day moving average is $633.37 and its two-hundred day moving average is $585.40. McKesson has a 1-year low of $464.42 and a 1-year high of $728.32.

McKesson (NYSE:MCK) last released its quarterly earnings results on Wednesday, February 5th. The company reported $8.03 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $8.60 by ($0.57). McKesson had a net margin of 0.82% and a negative return on equity of 181.26%.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the business. Frank Rimerman Advisors LLC increased its holdings in shares of McKesson by 2.2% in the 4th quarter. Frank Rimerman Advisors LLC now owns 807 shares of the company’s stock valued at $460,000 after purchasing an additional 17 shares in the last quarter. Old North State Trust LLC increased its holdings in McKesson by 1.6% in the third quarter. Old North State Trust LLC now owns 1,138 shares of the company’s stock valued at $563,000 after buying an additional 18 shares in the last quarter. Trust Co. of Vermont lifted its position in shares of McKesson by 4.8% during the 4th quarter. Trust Co. of Vermont now owns 393 shares of the company’s stock valued at $224,000 after acquiring an additional 18 shares during the period. Hemington Wealth Management boosted its stake in shares of McKesson by 18.6% during the 4th quarter. Hemington Wealth Management now owns 115 shares of the company’s stock worth $65,000 after acquiring an additional 18 shares in the last quarter. Finally, First Western Trust Bank grew its holdings in shares of McKesson by 2.0% in the 4th quarter. First Western Trust Bank now owns 931 shares of the company’s stock worth $531,000 after acquiring an additional 18 shares during the period. Hedge funds and other institutional investors own 85.07% of the company’s stock.

Insiders Place Their Bets

In other McKesson news, EVP Leann B. Smith sold 188 shares of McKesson stock in a transaction that occurred on Wednesday, February 12th. The stock was sold at an average price of $609.59, for a total value of $114,602.92. Following the sale, the executive vice president now owns 1,051 shares of the company’s stock, valued at approximately $640,679.09. The trade was a 15.17 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Brian S. Tyler sold 8,961 shares of the stock in a transaction that occurred on Friday, February 14th. The stock was sold at an average price of $600.66, for a total value of $5,382,514.26. Following the transaction, the chief executive officer now directly owns 69,625 shares of the company’s stock, valued at approximately $41,820,952.50. This trade represents a 11.40 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 18,110 shares of company stock valued at $10,855,706. 0.11% of the stock is owned by company insiders.

McKesson Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, April 1st. Shareholders of record on Monday, March 3rd were paid a dividend of $0.71 per share. This represents a $2.84 annualized dividend and a yield of 0.42%. The ex-dividend date of this dividend was Monday, March 3rd. McKesson’s dividend payout ratio is presently 13.00%.

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.