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: 57,700
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
166% more first-time investments, than exits
New positions opened: 186 | Existing positions closed: 70
22% more capital invested
Capital invested by funds: $28.2B [Q1] → $34.4B (+$6.14B) [Q2]
18% more call options, than puts
Call options by funds: $412M | Put options by funds: $351M
9% more funds holding
Funds holding: 1,133 [Q1] → 1,233 (+100) [Q2]
0.92% more ownership
Funds ownership: 84.86% [Q1] → 85.78% (+0.92%) [Q2]
2% less repeat investments, than reductions
Existing positions increased: 430 | Existing positions reduced: 439
37% less funds holding in top 10
Funds holding in top 10: 19 [Q1] → 12 (-7) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
|
Wells Fargo
Stephen Baxter
|
$185
|
Overweight
Maintained
|
13 Aug 2025 |
|
Evercore ISI Group
Elizabeth Anderson
|
$190
|
Outperform
Maintained
|
13 Aug 2025 |
|
Baird
Eric Coldwell
|
$203
|
Outperform
Maintained
|
13 Aug 2025 |
|
Leerink Partners
Michael Cherny
|
$186
|
Outperform
Maintained
|
12 Aug 2025 |
|
Morgan Stanley
Erin Wright
|
$190
|
Overweight
Maintained
|
16 Jul 2025 |
Financial journalist opinion
Based on 15 articles about CAH published over the past 30 days
