Leerink Partnrs Weighs in on Cardinal Health, Inc.’s Q1 2025 Earnings (NYSE:CAH)

Cardinal Health, Inc. (NYSE:CAH) – Research analysts at Leerink Partnrs cut their Q1 2025 earnings per share (EPS) estimates for Cardinal Health in a research note issued on Thursday, August 29th. Leerink Partnrs analyst M. Cherny now expects that the company will post earnings of $1.64 per share for the quarter, down from their previous forecast of $1.72. The consensus estimate for Cardinal Health’s current full-year earnings is $7.35 per share. Leerink Partnrs also issued estimates for Cardinal Health’s Q3 2025 earnings at $2.18 EPS.

Cardinal Health (NYSE:CAH) last announced its quarterly earnings data on Wednesday, August 14th. The company reported $1.84 EPS for the quarter, topping analysts’ consensus estimates of $1.74 by $0.10. Cardinal Health had a net margin of 0.25% and a negative return on equity of 54.74%. The company had revenue of $59.87 billion during the quarter, compared to the consensus estimate of $58.74 billion. During the same quarter in the prior year, the firm earned $1.55 EPS. Cardinal Health’s quarterly revenue was up 12.1% on a year-over-year basis.

CAH has been the subject of several other reports. UBS Group boosted their price objective on shares of Cardinal Health from $120.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, August 15th. Citigroup dropped their target price on shares of Cardinal Health from $115.00 to $107.00 and set a “neutral” rating for the company in a research report on Friday, July 19th. JPMorgan Chase & Co. increased their price objective on shares of Cardinal Health from $111.00 to $123.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 21st. Deutsche Bank Aktiengesellschaft boosted their price objective on Cardinal Health from $115.00 to $119.00 and gave the stock a “hold” rating in a research note on Friday, August 16th. Finally, Argus dropped their target price on Cardinal Health from $120.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, May 15th. One analyst has rated the stock with a sell rating, four have issued a hold rating, seven have given a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $118.45.

Cardinal Health Trading Up 0.5 %

Cardinal Health stock opened at $112.72 on Friday. The stock has a fifty day moving average price of $101.14 and a 200 day moving average price of $103.61. Cardinal Health has a 52 week low of $85.82 and a 52 week high of $116.04. The firm has a market capitalization of $27.45 billion, a P/E ratio of 50.10, a PEG ratio of 1.14 and a beta of 0.61.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of CAH. Mather Group LLC. raised its holdings in shares of Cardinal Health by 2.5% in the 4th quarter. Mather Group LLC. now owns 6,678 shares of the company’s stock worth $673,000 after purchasing an additional 164 shares in the last quarter. Cambridge Investment Research Advisors Inc. increased its holdings in shares of Cardinal Health by 86.8% in the fourth quarter. Cambridge Investment Research Advisors Inc. now owns 69,423 shares of the company’s stock valued at $6,998,000 after buying an additional 32,250 shares in the last quarter. Pinebridge Investments L.P. lifted its position in shares of Cardinal Health by 237.7% during the 4th quarter. Pinebridge Investments L.P. now owns 171,530 shares of the company’s stock valued at $17,290,000 after acquiring an additional 120,740 shares during the last quarter. Tobam lifted its position in shares of Cardinal Health by 773.4% during the 1st quarter. Tobam now owns 49,111 shares of the company’s stock valued at $5,496,000 after acquiring an additional 43,488 shares during the last quarter. Finally, Nomura Holdings Inc. boosted its stake in shares of Cardinal Health by 12.3% during the 4th quarter. Nomura Holdings Inc. now owns 220,661 shares of the company’s stock worth $22,243,000 after acquiring an additional 24,222 shares in the last quarter. 87.17% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, insider Jessica L. Mayer sold 17,896 shares of the company’s stock in a transaction that occurred on Thursday, August 15th. The stock was sold at an average price of $106.48, for a total transaction of $1,905,566.08. Following the completion of the transaction, the insider now directly owns 94,529 shares of the company’s stock, valued at $10,065,447.92. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In other Cardinal Health news, insider Jessica L. Mayer sold 17,896 shares of the company’s stock in a transaction dated Thursday, August 15th. The shares were sold at an average price of $106.48, for a total value of $1,905,566.08. Following the completion of the transaction, the insider now owns 94,529 shares in the company, valued at approximately $10,065,447.92. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Jessica L. Mayer sold 16,573 shares of the business’s stock in a transaction that occurred on Wednesday, August 21st. The stock was sold at an average price of $109.39, for a total value of $1,812,920.47. Following the transaction, the insider now owns 75,971 shares of the company’s stock, valued at $8,310,467.69. The disclosure for this sale can be found here. Insiders have sold 113,963 shares of company stock valued at $12,379,980 over the last quarter. Insiders own 0.15% of the company’s stock.

Cardinal Health Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, October 15th. Investors of record on Tuesday, October 1st will be paid a dividend of $0.506 per share. This is a positive change from Cardinal Health’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Tuesday, October 1st. This represents a $2.02 annualized dividend and a yield of 1.80%. Cardinal Health’s dividend payout ratio is 89.78%.

Cardinal Health Company Profile

Cardinal Health, Inc operates as a healthcare services and products company in the United States, Canada, Europe, Asia, and internationally. It provides customized solutions for hospitals, healthcare systems, pharmacies, ambulatory surgery centers, clinical laboratories, physician offices, and patients in the home.