MCK MCKESSON CORP

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed Apr 28, 2026 Processed 1mo ago SEC 0000927653-26-000053
8-K material event: Items 1.01, 1.02
Latest settled — T+20d
MCK ▼ -9.38% at T+20d
NEUTRAL call ✗ call lost -9.38% · α vs SPY -14.84% · entry $834.40 → $756.13
Next anchor: T+60d in 6w
Currently $784.05 · -6.03% from $834.40 entry
Entry anchored
Apr 28, 2026
via day open
T+1d
-1.36%
call -1.36% · α -1.35%
$823.08
settled 6w ago
T+5d
-4.36%
call -4.36% · α -6.05%
$798.04
settled 6w ago
T+20d
-9.38%
call -9.38% · α -14.84%
$756.13
settled 17d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

McKesson replaced its existing $1.0B 364-day and $4.0B five-year revolving credit facilities with a new $5.0B five-year revolving credit facility maturing in April 2031, upsizing total capacity by $1.0B and extending maturity by 1.5 to 5 years. The new facility includes a $4.5B multi-currency sublimit and maintains substantially similar terms, with no borrowings outstanding under the prior facilities at termination. This is a routine refinancing that improves liquidity and extends debt maturity profile without any financial impact.

Key Financial Metrics

Deal Value
$5.0B

Actionable Insight

Routine refinancing with no immediate trading catalyst. Monitor for potential material acquisitions given the increased capacity and temporary leverage step-up provision, which could signal M&A activity.

Key Facts

  • New $5.0B revolving credit facility replaces $1.0B 364-day facility (maturing May 2026) and $4.0B five-year facility (maturing Nov 2029)
  • New facility matures April 24, 2031, extending weighted average maturity by 1.5 to 5 years
  • Total revolving capacity increased by $1.0B from $4.0B to $5.0B
  • $4.5B sublimit for borrowings in Canadian Dollars, British Pound Sterling, and Euros (up from $3.6B)
  • No borrowings were outstanding under the prior facilities at termination
  • Leverage covenant unchanged at 4.25x (step-up to 4.75x for material acquisitions over $500M), excluding Medical-Surgical Solutions segment
  • Ratings-based pricing grid: 0.625%-1.25% for SOFR loans, 0%-0.25% for base rate loans
  • Facility can be increased by up to $2.5B subject to lender consent

Financial Impact

No borrowings outstanding at termination; new facility increases undrawn capacity by $1.0B to $5.0B with $4.5B multi-currency sublimit. Facility fee based on ratings-based grid (Pricing Level III initially at 7.0 bps on undrawn commitments).

liquiditydebt_maturity_profileinterest_expense

Risk Factors

  • Increased capacity could fund dilutive acquisitions
  • Leverage covenant step-up provision may signal upcoming M&A

Market Snapshot

Exchange
NYSE
Sector
Wholesale-Drugs, Proprietaries & Druggists' Sundries
Analyst Consensus
86% bullish (22 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000927653-26-000053
Document: mck-20260428.htm0000927653-26-000053
Document: 0000927653-26-000053-index-headers.html0000927653-26-000053
Document: 0000927653-26-000053-index.html0000927653-26-000053
Document: 0000927653-26-000053.txt0000927653-26-000053
12 reports for MCK
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for MCK — sortable, filterable
Type Now
Jun 12, 2026
today
DEFA14A
NEUTRAL ★ 2/10
$784.39 awaiting T+1awaiting T+1$784.05 (−0.04%)
Jun 12, 2026
1d ago
8-K
NEUTRAL ★ 5/10
$787.31 awaiting T+1awaiting T+1$784.05 (−0.41%)
Jun 8, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$768.21 awaiting T+1awaiting T+1$784.05 (+2.06%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$739.40 $756.67▲ +2.34%▲ +1.94%$784.05 (+6.04%)
Jun 2, 2026
10d ago
Insider Cluster
NEUTRAL ★ 3/10
$736.15 $739.40▲ +0.44%▲ +1.16%$784.05 (+6.51%)
May 27, 2026
16d ago
Insider Cluster
NEUTRAL ★ 3/10
$756.13 $755.12▼ −0.13%▼ −0.69%$784.05 (+3.69%)
May 27, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$756.13 $755.12▼ −0.13%▼ −0.69%$784.05 (+3.69%)
May 7, 2026
5w ago
8-K
BULLISH ★ 8/10
$732.70 $724.62▼ −1.10%▼ −1.33%$784.05 (+7.01%)
Apr 28, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$834.40 $823.08▼ −1.36%▼ −1.35%$784.05 (−6.03%)
Apr 6, 2026
9w ago
8-K
NEUTRAL ★ 4/10
$856.36 $853.48▼ −0.34%▼ −0.40%$784.05 (−8.44%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (49h 14m)

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