Leerink Partnrs Weighs in on McKesson Co.’s Q4 2025 Earnings (NYSE:MCK)

McKesson Co. (NYSE:MCK) – Equities research analysts at Leerink Partnrs reduced their Q4 2025 earnings per share (EPS) estimates for McKesson in a report issued on Tuesday, May 7th. Leerink Partnrs analyst M. Cherny now forecasts that the company will earn $8.50 per share for the quarter, down from their previous forecast of $8.69. Leerink Partnrs 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 FY2026 earnings at $36.00 EPS, FY2027 earnings at $40.32 EPS and FY2028 earnings at $45.30 EPS.

McKesson (NYSE:MCK) last posted its earnings results on Tuesday, May 7th. The company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $6.34 by ($0.16). The business had revenue of $76.36 billion for the quarter, compared to analyst estimates of $79.32 billion. McKesson had a net margin of 0.99% and a negative return on equity of 262.63%. The business’s revenue was up 10.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $7.19 EPS.

Several other equities research analysts also recently weighed in on MCK. Barclays boosted their target price on shares of McKesson from $571.00 to $596.00 and gave the stock an “overweight” rating in a research report on Wednesday. SVB Leerink initiated coverage on McKesson in a research note on Monday, February 26th. They set an “outperform” rating and a $600.00 price objective for the company. Morgan Stanley boosted their price objective on McKesson from $522.00 to $548.00 and gave the stock an “overweight” rating in a research report on Monday, April 15th. UBS Group increased their price objective on shares of McKesson from $620.00 to $630.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Robert W. Baird boosted their price target on shares of McKesson from $603.00 to $671.00 and gave the stock an “outperform” rating in a research report on Wednesday. Two research analysts have rated the stock with a hold rating, thirteen have issued a buy rating and one has given a strong buy rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $571.47.

McKesson Price Performance

McKesson stock traded up $2.73 during midday trading on Friday, hitting $557.85. 39,620 shares of the stock were exchanged, compared to its average volume of 708,469. The firm has a market cap of $73.31 billion, a P/E ratio of 24.80, a P/E/G ratio of 1.41 and a beta of 0.45. McKesson has a 1 year low of $373.28 and a 1 year high of $566.01. The company has a 50 day moving average price of $531.56 and a two-hundred day moving average price of $494.15.

McKesson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, July 1st. Stockholders of record on Monday, June 3rd will be issued a $0.62 dividend. The ex-dividend date is Friday, May 31st. This represents a $2.48 dividend on an annualized basis and a dividend yield of 0.44%. McKesson’s dividend payout ratio (DPR) is 11.08%.

Insider Buying and Selling

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

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. OFI Invest Asset Management acquired a new position in shares of McKesson in the third quarter valued at about $26,000. Sachetta LLC acquired a new position in McKesson in the 4th quarter valued at $27,000. Register Financial Advisors LLC bought a new stake in shares of McKesson during the 1st quarter valued at $29,000. BKM Wealth Management LLC acquired a new stake in shares of McKesson during the 4th quarter worth $31,000. Finally, Richardson Financial Services Inc. acquired a new position in McKesson in the fourth quarter valued at about $31,000. Institutional investors and hedge funds own 85.07% of the company’s stock.

McKesson Company Profile

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.