Cardinal Health
About: Cardinal Health is one of three leading pharmaceutical wholesalers in the US, engaged in sourcing and distributing of branded, generic, and specialty pharmaceutical products to pharmacies (retail chains, independent, and mail order), hospital networks, and healthcare providers. Cardinal, Cencora, and McKesson hold well over 90% of the US pharmaceutical wholesale industry. Cardinal Health also supplies medical-surgical products and equipment to healthcare facilities in North America, Europe, and Asia.
Employees: 48,900
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
84% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 82
73% more funds holding in top 10
Funds holding in top 10: 11 [Q4 2024] → 19 (+8) [Q1 2025]
14% more capital invested
Capital invested by funds: $24.8B [Q4 2024] → $28.2B (+$3.43B) [Q1 2025]
4% more funds holding
Funds holding: 1,081 [Q4 2024] → 1,128 (+47) [Q1 2025]
1% less repeat investments, than reductions
Existing positions increased: 398 | Existing positions reduced: 403
1.75% less ownership
Funds ownership: 86.57% [Q4 2024] → 84.83% (-1.75%) [Q1 2025]
35% less call options, than puts
Call options by funds: $336M | Put options by funds: $521M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Morgan Stanley Erin Wright | 12%upside $181 | Overweight Maintained | 13 Jun 2025 |
Citigroup Daniel Grosslight | 6%upside $170 | Neutral Maintained | 13 Jun 2025 |
Evercore ISI Group Elizabeth Anderson | 12%upside $180 | Outperform Maintained | 12 Jun 2025 |
B of A Securities Michael Cherny | 6%upside $170 | Buy Maintained | 10 Jun 2025 |
Wells Fargo Stephen Baxter | 11%upside $179 | Overweight Upgraded | 3 Jun 2025 |
Financial journalist opinion
Based on 18 articles about CAH published over the past 30 days
