McKesson (MCK)

• Market cap: $85.5B
• 1 day: 0.78%
• 5 days: 2.56%
• 1 month: 5.91%
• 3 months: 17.89%
• 6 months: 42.75%
• Year to date: 25.89%
• 1 year: 32.68%
• 5 years: 404.63%
• 10 years: 219.06%
• Sector: Healthcare
• Industry: Medical Distribution

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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

150% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 98

44% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $774M

20% more capital invested

Capital invested by funds: $52.9B [Q3] → $63.3B (+$10.4B) [Q4]

9% more funds holding in top 10

Funds holding in top 10: 33 [Q3] → 36 (+3) [Q4]

7% more funds holding

Funds holding: 1,519 [Q3] → 1,629 (+110) [Q4]

0.66% more ownership

Funds ownership: 83.16% [Q3] → 83.83% (+0.66%) [Q4]

12% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 616

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $675 5% downside
• Avg. target: $727 2% upside
• High target: $805 13% upside

6 analyst ratings

• positive: 4 67%
• neutral: 2 33%
• negative: 0 0%

UBS Kevin Caliendo 35% 1-year accuracy 6 / 17 met price target	13% upside $805	Buy Maintained	29 Apr 2025
B of A Securities Michael Cherny 71% 1-year accuracy 20 / 28 met price target	6% upside $755	Buy Maintained	11 Apr 2025
Mizuho Steven Valiquette 50% 1-year accuracy 4 / 8 met price target	3% downside $690	Neutral Maintained	3 Apr 2025
Morgan Stanley Erin Wright 54% 1-year accuracy 13 / 24 met price target	5% upside $745	Overweight Maintained	2 Apr 2025
Wells Fargo Stephen Baxter 33% 1-year accuracy 10 / 30 met price target	3% downside $691	Equal-Weight Maintained	14 Mar 2025