COR Cencora, Inc.

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed May 29, 2026 Processed 16d 11h ago SEC 0001104659-26-068357
8-K context-dependent: Items 5.02, 7.01
Latest settled — T+5d
COR ▲ +3.91% at T+5d
NEUTRAL call ✓ call won +3.91% · α vs SPY +6.66% · entry $264.69 → $275.04
Next anchor: T+20d in 14d
Last close $281.67 (close Jun 12) · +6.42% from $264.69 entry
Entry anchored
May 29, 03:59 PM ET
via Databento tick
T+1d
+0.06%
call +0.06% · α -0.10%
$264.84
settled 14d ago
T+5d
+3.91%
call +3.91% · α +6.66%
$275.04
settled 10d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Cencora appointed Eva Boratto as EVP and CFO, effective June 29, 2026, succeeding retiring CFO James Cleary. The company reaffirmed its FY2026 adjusted diluted EPS guidance of $17.70-$17.90 and long-term adjusted operating income growth of 7%-10% and adjusted diluted EPS growth of 10%-14%. The CFO transition is routine with a named replacement and a transition period, and the reaffirmed guidance provides no new directional signal.

Actionable Insight

This is a routine CFO succession with a qualified replacement and reaffirmed guidance. No immediate trading catalyst. Monitor the next quarterly earnings for any strategic shifts under the new CFO and for execution against the reaffirmed guidance range.

Key Facts

  • Eva Boratto appointed EVP and CFO effective June 29, 2026, succeeding retiring CFO James Cleary who will serve in an advisory capacity through end of 2026.
  • Boratto receives $1M base salary, 100% of base salary annual bonus target, $2M cash sign-on bonus (subject to clawback within first year), and $6M RSU award with 3-year ratable vesting.
  • FY2026 adjusted diluted EPS guidance reaffirmed at $17.70-$17.90 (narrowed from $17.65-$17.90 due to May share repurchases).
  • Long-term guidance reaffirmed: adjusted operating income growth 7%-10%, adjusted diluted EPS growth 10%-14%.
  • No financial results or material operational updates were provided in this filing.

Financial Impact

No financial impact from this filing. Guidance reaffirmed with no change to prior ranges.

eps

Risk Factors

  • Transition risk if Cleary's advisory role is insufficient for smooth handoff.
  • Guidance reaffirmation provides no cushion for potential macro or operational headwinds.

Market Snapshot

Exchange
NYSE
Sector
Wholesale-Drugs, Proprietaries & Druggists' Sundries
Analyst Consensus
79% bullish (19 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-068357
Document: tm2615955d1_ex10-3.htm0001104659-26-068357
Document: tm2615955d1_ex99-1.htm0001104659-26-068357
Document: 0001104659-26-068357-index-headers.html0001104659-26-068357
Document: 0001104659-26-068357-index.html0001104659-26-068357
Document: 0001104659-26-068357.txt0001104659-26-068357
3 reports for COR
Performance horizon

Track record builds as more directional reports settle.

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Reports for COR — sortable, filterable
Type Now
May 29, 2026
16d ago
8-K
NEUTRAL ★ 3/10
$264.69 $275.04▲ +3.91%▲ +6.66%$281.67 (+6.42%)
May 6, 2026
5w ago
8-K
NEUTRAL ★ 5/10
$252.74 $260.93▲ +3.24%▲ +2.11%$281.67 (+11.45%)
Feb 28, 2026
15w ago
Institutional Cluster
BULLISH ★ 8/10
$372.65 $361.80▼ −2.91%▼ −1.70%$281.67 (−24.41%)
Showing 3 of 3

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