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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
66% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 105
27% more call options, than puts
Call options by funds: $808M | Put options by funds: $638M
11% more capital invested
Capital invested by funds: $72.6B [Q1] → $80.3B (+$7.65B) [Q2]
2% more funds holding
Funds holding: 1,726 [Q1] → 1,761 (+35) [Q2]
1.8% more ownership
Funds ownership: 86.1% [Q1] → 87.9% (+1.8%) [Q2]
6% less repeat investments, than reductions
Existing positions increased: 618 | Existing positions reduced: 654
33% less funds holding in top 10
Funds holding in top 10: 52 [Q1] → 35 (-17) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
|
Wells Fargo
Stephen Baxter
|
$772
|
Equal-Weight
Maintained
|
13 Aug 2025 |
|
Morgan Stanley
Erin Wright
|
$810
|
Overweight
Maintained
|
16 Jul 2025 |
|
Evercore ISI Group
Elizabeth Anderson
|
$800
|
Outperform
Maintained
|
9 Jul 2025 |
Financial journalist opinion
Based on 3 articles about MCK published over the past 30 days
