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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
83% more first-time investments, than exits
New positions opened: 150 | 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 (+$3.36B) [Q1 2025]
4% more funds holding
Funds holding: 1,081 [Q4 2024] → 1,123 (+42) [Q1 2025]
1% less repeat investments, than reductions
Existing positions increased: 396 | Existing positions reduced: 401
1.94% less ownership
Funds ownership: 86.57% [Q4 2024] → 84.63% (-1.94%) [Q1 2025]
35% less call options, than puts
Call options by funds: $336M | Put options by funds: $521M
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$150
7%
downside
Avg. target
$171
6%
upside
High target
$181
12%
upside
8 analyst ratings
7 positive
88%
1 neutral
13%
0 negative
0%
Morgan Stanley Erin Wright | 12%upside $181 | Overweight Maintained | 13 Jun 2025 |
Citigroup Daniel Grosslight | 5%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 | 5%upside $170 | Buy Maintained | 10 Jun 2025 |
Wells Fargo Stephen Baxter | 11%upside $179 | Overweight Upgraded | 3 Jun 2025 |
Financial journalist opinion
Based on 14 articles about CAH published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Cardinal Health (CAH) is a Top-Ranked Momentum Stock: Should You Buy?
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Positive
Schwab Network
2 days ago
CAH CFO on Pharmaceutical Distributor's Outlook
Aaron Alt, CFO at Cardinal Health (CAH), joins Diane King Hall at the NYSE set to discuss the company's financial outlook. He describes the drugmaker's share buyback plans and recent FY25 guidance raise.
Positive
Reuters
2 days ago
Cardinal Health raises annual profit target
Drug distributor Cardinal Health raised its annual adjusted profit forecast on Thursday, banking on demand for costly specialty medicines and branded drugs at its pharmaceuticals unit.
Neutral
PRNewsWire
2 days ago
Cardinal Health Details Momentum and Updated Long-Term Value Creation Plans at Investor Day
Key announcements: Raising FY25 non-GAAP diluted EPS guidance to $8.15 to $8.20 1 Establishing preliminary FY26 non-GAAP diluted EPS guidance of $9.10 to $9.30 (13% growth at the mid-points)2 Confirming long-term target of 12% to 14% non-GAAP diluted EPS CAGR for FY26 to FY283 Raising long-term target for Pharmaceutical and Specialty Solutions profit to 5% to 7% normalized growth3,4 Raising long-term target for Other profit to ~10% normalized growth3,4,5 Updating GMPD long-term target to $50M+ of profit growth per year after FY26 Expecting at least $10B in total adjusted free cash flow over next three years Raising baseline share repurchase plans to at least $750M per year Company reiterating strategic priorities and providing updates across its businesses DUBLIN, Ohio , June 12, 2025 /PRNewswire/ -- Cardinal Health (NYSE: CAH) today will host an Investor Day beginning at 9:00 a.m. ET, where management will detail its growth strategies to maximize the company's potential for all stakeholders.
Positive
Benzinga
3 days ago
Cardinal Health Analyst Flags Fading Scale Gap, Sees Rising Edge in Specialty Growth
BofA Securities analyst Allen Lutz reiterated the Buy rating on Cardinal Health, Inc. CAH, raising the price forecast from $165 to $170.
Neutral
CNBC Television
4 days ago
Cramer's Stop Trading: Cardinal Health
Jim Cramer breaks down why he's keeping an eye on shares of Cardinal Health.
Neutral
PRNewsWire
1 week ago
Cardinal Health launches new medical device for the continuous monitoring of three essential vital signs in one system
Kendall DL™ Multi System simplifies patient monitoring, drives efficiencies for providers DUBLIN, Ohio , June 4, 2025 /PRNewswire/ -- Cardinal Health (NYSE: CAH) announced today the U.S. launch of its multi-parameter, single-patient use monitoring cable and lead wire system that enables the continuous monitoring of cardiac activity, blood oxygen level and temperature with one point of connection. The new Kendall DL™ Multi System is designed to travel with the patient from admission to discharge for smooth transport.
Positive
24/7 Wall Street
2 weeks ago
Forget UnitedHealth. Cardinal Health Is the Best Healthcare Stock to Buy Right Now
Retirement can be daunting, but it doesn't need to be.
Positive
Seeking Alpha
2 weeks ago
Best Dividend Aristocrats For June 2025
Dividend Aristocrats have slightly outperformed the S&P 500 year-to-date, despite underperforming in April and May. Dividend growth remains robust, with 41 of 69 Aristocrats announcing increases in 2025 and the average growth rate at 4.75%. 22 Aristocrats appear both undervalued and offer a projected long-term annualized return of at least 10%, based on dividend yield theory and earnings growth.
Positive
Zacks Investment Research
2 weeks ago
MCK vs. CAH: Which Drug Distribution Giant Has the Healthier Outlook?
Both McKesson and Cardinal Health dominate drug distribution, but which stock offers better growth and stability in 2025? Here we discuss which company has better long-term potential.
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