Q4 Earnings Forecast for McKesson Issued By Leerink Partnrs

McKesson Co. (NYSE:MCK) – Analysts at Leerink Partnrs raised their Q4 2025 earnings estimates for McKesson in a research note issued to investors on Wednesday, February 5th. Leerink Partnrs analyst M. Cherny now expects that the company will earn $9.96 per share for the quarter, up from their prior estimate of $9.86. The consensus estimate for McKesson’s current full-year earnings is $32.72 per share. Leerink Partnrs also issued estimates for McKesson’s FY2026 earnings at $37.15 EPS and FY2028 earnings at $47.39 EPS.

McKesson (NYSE:MCK) last posted its quarterly earnings data on Wednesday, February 5th. The company reported $8.03 EPS for the quarter, missing the consensus estimate of $8.60 by ($0.57). McKesson had a net margin of 0.77% and a negative return on equity of 207.50%.

A number of other brokerages also recently commented on MCK. Bank of America cut their price objective on shares of McKesson from $680.00 to $650.00 and set a “buy” rating for the company in a research report on Monday, January 6th. Wells Fargo & Company boosted their target price on McKesson from $535.00 to $641.00 and gave the stock an “equal weight” rating in a research report on Friday, December 13th. Morgan Stanley upped their price objective on McKesson from $612.00 to $642.00 and gave the stock an “overweight” rating in a report on Tuesday, December 17th. Evercore ISI raised their target price on McKesson from $650.00 to $675.00 and gave the company an “outperform” rating in a report on Thursday. Finally, Mizuho initiated coverage on shares of McKesson in a research note on Wednesday, December 4th. They set a “neutral” rating and a $630.00 price target on the stock. Two equities research analysts have rated the stock with a hold rating, thirteen have assigned a buy rating and two have assigned a strong buy rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $645.79.

McKesson Price Performance

McKesson stock opened at $598.85 on Friday. The business has a 50 day simple moving average of $589.61 and a 200-day simple moving average of $562.56. McKesson has a 12 month low of $464.42 and a 12 month high of $637.51. The stock has a market capitalization of $76.02 billion, a PE ratio of 31.01, a price-to-earnings-growth ratio of 1.29 and a beta of 0.52.

McKesson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 1st. Shareholders of record on Monday, March 3rd will be issued a dividend of $0.71 per share. This represents a $2.84 dividend on an annualized basis and a yield of 0.47%. The ex-dividend date is Monday, March 3rd. McKesson’s dividend payout ratio (DPR) is presently 14.71%.

Insiders Place Their Bets

In related news, EVP Leann B. Smith sold 579 shares of the stock in a transaction on Thursday, January 2nd. The stock was sold at an average price of $572.79, for a total transaction of $331,645.41. Following the sale, the executive vice president now owns 864 shares of the company’s stock, valued at $494,890.56. This trade represents a 40.12 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.11% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in MCK. Czech National Bank lifted its stake in shares of McKesson by 6.6% during the third quarter. Czech National Bank now owns 26,416 shares of the company’s stock valued at $13,061,000 after buying an additional 1,645 shares during the period. Brookstone Capital Management lifted its stake in shares of McKesson by 15.2% during the 3rd quarter. Brookstone Capital Management now owns 7,336 shares of the company’s stock worth $3,627,000 after purchasing an additional 968 shares during the period. Strategic Wealth Partners Ltd. grew its position in shares of McKesson by 14.2% in the third quarter. Strategic Wealth Partners Ltd. now owns 660 shares of the company’s stock valued at $326,000 after purchasing an additional 82 shares during the period. Sanibel Captiva Trust Company Inc. increased its stake in McKesson by 2.9% in the third quarter. Sanibel Captiva Trust Company Inc. now owns 38,161 shares of the company’s stock valued at $18,868,000 after purchasing an additional 1,083 shares during the last quarter. Finally, Steigerwald Gordon & Koch Inc. boosted its stake in McKesson by 6.5% in the 3rd quarter. Steigerwald Gordon & Koch Inc. now owns 36,008 shares of the company’s stock worth $17,803,000 after buying an additional 2,204 shares during the last quarter. 85.07% of the stock is currently owned by hedge funds and other institutional investors.

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.