McKesson
About: McKesson Corp is one of three leading pharmaceutical wholesalers in the US engaged in sourcing and distributing branded, generic, and specialty pharmaceutical products to pharmacies (retail chains, independent, and mail order), hospitals networks, and healthcare providers. Along with Cencora and Cardinal Health, the three account for over 90% of the US pharmaceutical wholesale industry. Outside the US market, McKesson engages in pharmaceutical wholesale and distribution in Canada. Additionally, the company supplies medical-surgical products and equipment to healthcare facilities and provides a variety of technology solutions for pharmacies.
Employees: 51,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
98% more first-time investments, than exits
New positions opened: 216 | Existing positions closed: 109
44% more funds holding in top 10
Funds holding in top 10: 36 [Q4 2024] → 52 (+16) [Q1 2025]
14% more capital invested
Capital invested by funds: $63.4B [Q4 2024] → $72.1B (+$8.66B) [Q1 2025]
4% more funds holding
Funds holding: 1,640 [Q4 2024] → 1,708 (+68) [Q1 2025]
0.35% less ownership
Funds ownership: 85.83% [Q4 2024] → 85.48% (-0.35%) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 593 | Existing positions reduced: 612
5% less call options, than puts
Call options by funds: $616M | Put options by funds: $648M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Morgan Stanley Erin Wright | 6%upside $770 | Overweight Maintained | 11 Jun 2025 |
Wells Fargo Stephen Baxter | 5%upside $766 | Equal-Weight Maintained | 3 Jun 2025 |
B of A Securities Michael Cherny | 10%upside $800 | Buy Maintained | 9 May 2025 |
UBS Kevin Caliendo | 11%upside $805 | Buy Maintained | 29 Apr 2025 |
Mizuho Steven Valiquette | 5%downside $690 | Neutral Maintained | 3 Apr 2025 |
Financial journalist opinion
Based on 14 articles about MCK published over the past 30 days
