Intellectus Partners LLC Has $1.02 Million Position in McKesson Corporation $MCK

Intellectus Partners LLC lessened its stake in shares of McKesson Corporation (NYSE:MCK) by 44.6% during the 3rd quarter, HoldingsChannel reports. The firm owned 1,320 shares of the company’s stock after selling 1,064 shares during the quarter. Intellectus Partners LLC’s holdings in McKesson were worth $1,021,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of MCK. IAM Advisory LLC boosted its holdings in shares of McKesson by 0.3% during the 3rd quarter. IAM Advisory LLC now owns 3,908 shares of the company’s stock worth $3,019,000 after buying an additional 13 shares during the period. PDS Planning Inc raised its holdings in McKesson by 1.1% in the 3rd quarter. PDS Planning Inc now owns 1,209 shares of the company’s stock worth $934,000 after acquiring an additional 13 shares during the period. Berkshire Asset Management LLC PA lifted its position in McKesson by 4.6% during the 3rd quarter. Berkshire Asset Management LLC PA now owns 294 shares of the company’s stock worth $227,000 after acquiring an additional 13 shares during the last quarter. Goldstein Advisors LLC lifted its position in McKesson by 4.4% during the 3rd quarter. Goldstein Advisors LLC now owns 334 shares of the company’s stock worth $258,000 after acquiring an additional 14 shares during the last quarter. Finally, Warren Street Wealth Advisors LLC boosted its holdings in McKesson by 4.9% during the third quarter. Warren Street Wealth Advisors LLC now owns 319 shares of the company’s stock valued at $246,000 after acquiring an additional 15 shares during the period. Institutional investors own 85.07% of the company’s stock.

McKesson Stock Performance

NYSE:MCK opened at $918.37 on Friday. The firm’s 50-day moving average is $882.53 and its 200-day moving average is $815.75. The company has a market cap of $112.49 billion, a price-to-earnings ratio of 26.41, a PEG ratio of 1.50 and a beta of 0.38. McKesson Corporation has a 52-week low of $633.53 and a 52-week high of $999.00.

McKesson (NYSE:MCK) last released its earnings results on Wednesday, February 4th. The company reported $9.34 earnings per share for the quarter, beating the consensus estimate of $9.19 by $0.15. McKesson had a net margin of 1.09% and a negative return on equity of 338.97%. The business had revenue of $106.16 billion during the quarter, compared to analysts’ expectations of $105.98 billion. During the same quarter last year, the company earned $8.03 earnings per share. The firm’s revenue was up 11.4% on a year-over-year basis. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. Equities analysts predict that McKesson Corporation will post 32.77 EPS for the current year.

McKesson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 2nd will be given a $0.82 dividend. The ex-dividend date is Monday, March 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.4%. McKesson’s dividend payout ratio (DPR) is currently 9.43%.

Key McKesson News

Here are the key news stories impacting McKesson this week:

• Positive Sentiment: Analyst support and dividend: Several sell‑side firms have raised price targets or reiterated buy ratings and McKesson recently declared its quarterly dividend (payable April 1). That continued analyst backing and a steady payout help underpin investor confidence. 3 Dividend Growth Stocks Quietly Raising Payouts
• Neutral Sentiment: CFO transition announced: Longtime CFO Britt Vitalone will retire and McKesson named Kenny Cheung as incoming EVP & CFO effective May 29, 2026. The advance naming of a successor reduces leadership uncertainty but still warrants monitoring during the handover. McKesson Announces Planned CFO Transition
• Neutral Sentiment: Q4/FY‑2026 earnings date and webcast set for May 7; company says management will host the call and reiterated FY‑2026 outlook. The scheduled release and affirmed guidance reduce near‑term uncertainty but make the May 7 print a key catalyst. Earnings Release Date and Conferences
• Neutral Sentiment: Heightened retail/institutional attention: McKesson has been a trending stock in screens and writeups (Zacks, Yahoo/Zacks summaries), which can amplify volatility as traders reposition ahead of the earnings/counsel changes. Zacks Trending Stock Summary
• Negative Sentiment: Insider sale: EVP Michele Lau disclosed a sale of 2,725 shares (filed with the SEC). Executive stock sales can be perceived negatively by some investors, adding downward pressure amid the other headlines. Insider Sale Filing

Insider Activity at McKesson

In other news, EVP Michele Lau sold 2,725 shares of McKesson stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $990.00, for a total transaction of $2,697,750.00. Following the sale, the executive vice president owned 3,247 shares of the company’s stock, valued at approximately $3,214,530. This trade represents a 45.63% 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, CAO Napoleon B. Rutledge, Jr. sold 328 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $955.00, for a total value of $313,240.00. The disclosure for this sale is available in the SEC filing. Insiders have sold 3,868 shares of company stock worth $3,743,820 in the last three months. Company insiders own 0.08% of the company’s stock.

Wall Street Analysts Forecast Growth

MCK has been the topic of several research analyst reports. TD Cowen raised their price target on McKesson from $1,000.00 to $1,012.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Morgan Stanley reissued an “overweight” rating and set a $966.00 price objective on shares of McKesson in a research report on Thursday, January 29th. JPMorgan Chase & Co. raised their target price on McKesson from $983.00 to $1,107.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Mizuho lifted their price target on McKesson from $880.00 to $885.00 and gave the stock a “neutral” rating in a research report on Thursday, February 5th. Finally, Leerink Partners reiterated an “outperform” rating and set a $1,085.00 price target on shares of McKesson in a report on Thursday. Thirteen equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $960.93.

McKesson Company Profile

McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.

The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.