MCK

MCKESSON CORP

NYSE · Wholesale-Drugs, Proprietaries & Druggists' Sundries · Inc. DE · CIK 0000927653
$775.66 +2.47% $91.0B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)Congressional Activity (1)
Vol
Market Cap$91.0B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (87%)
Inst. Holders10 funds
Inst. Value$18.6B
Inst. Activity1 buys / 1 sells
Insider Activity0B / 5S
Insider Net $-$6.5M
Reddit Sentiment50° Neutral
SEC Reports9
Congressional4 trades
Exchange NYSE·Sector Wholesale-Drugs, Proprietaries & Druggists' Sundries·Inc. DE·CIK 0000927653·Prev Close $756.95

Recent Activity

Jun 3, 2026 SEC
Insider selling cluster at McKesson (MCK) with total value of $4.12M, but only ~0.005% of $88.6B market cap — trivial. T
CLUSTER — Impact 2/10
Jun 2, 2026 SEC
Three McKesson EVPs sold a total of $5.85M in open-market sales over a 7-day window, including the Chief Strategy Office
CLUSTER — Impact 3/10
Jun 2, 2026 Insider
Rodgers Thomas L sold 699 shares
EVP, Chief Strategy & BDO @ $735.27 ($514.0K)
Jun 1, 2026 SEC
Two senior EVPs at McKesson sold a combined $4.52M in open-market stock on May 26, 2026, at $761.09. The CFO received a
CLUSTER — Impact 3/10
Jun 1, 2026 Insider
Rodgers Thomas L sold 123 shares
EVP, Chief Strategy & BDO @ $735.50 ($90.5K)
Jun 1, 2026 Insider
Smith LeAnn B sold 1,810 shares
EVP & Chief HR Officer @ $735.50 ($1.3M)
Inst.
NORGES BANK — NEW
2,012,870 shares ($1.7B)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
61,286 shares ($50.3M)

Price Targets

$949.73 +22.4% upside Strong Buy
Current $775.66 Low $812.00 Median $945.00 High $1,065.00 15 analysts
$812.00 $1,065.00

Analyst Ratings

Strong Buy87% buy · 23 analysts
9Strong Buy
11Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 14, 2026 Citigroup MAINTAIN Buy → Buy
May 12, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 8, 2026 UBS MAINTAIN Buy → Buy
May 8, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 8, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $9.66 $9.25 — $10.14 17% YoY 14
Next Q $10.74 ▼ -1.5% $10.42 — $10.92 9% YoY 14
Current FY $44.27 $44.09 — $44.50 13% YoY 17
Next FY $50.33 ▲ +1.0% $49.54 — $52.44 14% YoY 16

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$9.9B
FMR LLC$2.6BADD
MORGAN STANLEY$2.0B
NORGES BANK$1.7BNEW
BANK OF AMERICA CORP$1.2B

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026Rodgers ThomasSELL$514.0K
Jun 1, 2026Rodgers ThomasSELL$90.5K
Jun 1, 2026Smith LeAnnSELL$1.3M
May 29, 2026Cheung KennyA$0.00
May 26, 2026Rodgers ThomasSELL$1.8M

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
6 mentions 2 bullish 2 bearish

Congressional Trades

2 members: 3 buys, 1 sells
MemberPartyTypeAmount
Lizzie FletcherDSELL$1,001 - $15,000
Markwayne MullinRBUY$15,001 - $50,000
Markwayne MullinRBUY$15,001 - $50,000
10 institutional holders with $18.6B total value (22,680,494 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC12,104,719$9.9B53.4%
2FMR LLC3,205,122$2.6B14.1%ADD +36.4%
3MORGAN STANLEY2,389,249$2.0B10.5%
4NORGES BANK2,012,870$1.7B8.9%NEW
5BANK OF AMERICA CORP /DE/1,502,810$1.2B6.6%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC934,164$766.3M4.1%NEW
7WELLS FARGO & COMPANY/MN436,883$358.4M1.9%
8RENAISSANCE TECHNOLOGIES LLC61,286$50.3M0.3%TRIM -49.9%
9MUHLENKAMP & CO INC27,193$22.3M0.1%TRIM -29.8%
10TWO SIGMA INVESTMENTS, LP6,198$5.1M0.0%NEAR_EXIT -97.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW2,012,870$1.7B2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM122,42661,286-49.9%$50.3M2025-Q4
FMR LLCADD2,147,0982,928,757+36.4%$2.3B2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM198,126122,426-38.2%$94.6M2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT289,4305,950-97.9%$4.6M2025-Q3
NORGES BANKEXIT1,837,7420-100.0%$0.002025-Q3
FMR LLCADD1,614,0032,147,098+33.0%$1.6B2025-Q2
NORGES BANKNEW1,837,742$1.3B2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED800198,126+24665.8%$145.2M2025-Q2
MUHLENKAMP & CO INCTRIM38,58927,084-29.8%$19.8M2025-Q2
FMR LLCTRIM2,544,8391,614,003-36.6%$1.1B2025-Q1
UBS Group AGTRIM1,052,495650,811-38.2%$438.0M2025-Q1
CITADEL ADVISORS LLCTRIM605,355346,900-42.7%$233.5M2025-Q1
TWO SIGMA INVESTMENTS, LPADD164,741325,934+97.8%$219.4M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT235,226800-99.7%$538.4K2025-Q1
NORGES BANKEXIT2,106,2290-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED87,626235,226+168.4%$134.1M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW839,239$414.9M2024-Q3
8 unique insiders with 5 transactions. Net insider value: -$6.5M ($0.00 bought, $6.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Rodgers Thomas LEVP, Chief Strategy & BDOSELL699$735.27$514.0K
Jun 1, 2026Rodgers Thomas LEVP, Chief Strategy & BDOSELL123$735.50$90.5K
Jun 1, 2026Smith LeAnn BEVP & Chief HR OfficerSELL1,810$735.50$1.3M
May 29, 2026Cheung Kenny KEVP & CFOA8,082$0.00$0.00
May 26, 2026Rodgers Thomas LEVP, Chief Strategy & BDOSELL2,388$761.09$1.8M
May 26, 2026Lau MicheleEVP and Chief Legal OfficerSELL3,550$761.09$2.7M
May 23, 2026Fraga FranciscoEVP, CIO and CTOM136$0.00$0.00
May 23, 2026Fraga FranciscoEVP, CIO and CTOF54$766.08$41.4K
May 23, 2026Fraga FranciscoEVP, CIO and CTOM136$0.00$0.00
May 23, 2026Rutledge Napoleon B JRSVP, Controller & CAOM136$0.00$0.00
May 23, 2026Rodgers Thomas LEVP, Chief Strategy & BDOF234$766.08$179.3K
May 23, 2026Smith LeAnn BEVP & Chief HR OfficerF268$766.08$205.3K
May 23, 2026Vitalone Britt J.EVP & CFOM1,476$0.00$0.00
May 23, 2026Rutledge Napoleon B JRSVP, Controller & CAOF41$766.08$31.4K
May 23, 2026Smith LeAnn BEVP & Chief HR OfficerM679$0.00$0.00
May 23, 2026Rutledge Napoleon B JRSVP, Controller & CAOM136$0.00$0.00
May 23, 2026Rodgers Thomas LEVP, Chief Strategy & BDOM594$0.00$0.00
May 23, 2026Rodgers Thomas LEVP, Chief Strategy & BDOM594$0.00$0.00
May 23, 2026TYLER BRIAN S.Chief Executive OfficerM4,579$0.00$0.00
May 23, 2026Smith LeAnn BEVP & Chief HR OfficerM679$0.00$0.00
May 23, 2026TYLER BRIAN S.Chief Executive OfficerF1,831$766.08$1.4M
May 23, 2026Vitalone Britt J.EVP & CFOF581$766.08$445.1K
May 23, 2026Vitalone Britt J.EVP & CFOM1,476$0.00$0.00
May 23, 2026TYLER BRIAN S.Chief Executive OfficerM4,579$0.00$0.00
May 21, 2026Vitalone Britt J.EVP & CFOM1,207$0.00$0.00
May 21, 2026Fraga FranciscoEVP, CIO and CTOM483$0.00$0.00
May 21, 2026Fraga FranciscoEVP, CIO and CTOF191$766.50$146.4K
May 21, 2026Fraga FranciscoEVP, CIO and CTOM483$0.00$0.00
May 21, 2026Lau MicheleEVP and Chief Legal OfficerM724$0.00$0.00
May 21, 2026Lau MicheleEVP and Chief Legal OfficerF285$766.50$218.5K
May 21, 2026Lau MicheleEVP and Chief Legal OfficerM724$0.00$0.00
May 21, 2026Rutledge Napoleon B JRSVP, Controller & CAOM91$0.00$0.00
May 21, 2026Rutledge Napoleon B JRSVP, Controller & CAOF27$766.50$20.7K
May 21, 2026Rutledge Napoleon B JRSVP, Controller & CAOM91$0.00$0.00
May 21, 2026Rodgers Thomas LEVP, Chief Strategy & BDOM423$0.00$0.00
May 21, 2026Rodgers Thomas LEVP, Chief Strategy & BDOF157$766.50$120.3K
May 21, 2026Rodgers Thomas LEVP, Chief Strategy & BDOM423$0.00$0.00
May 21, 2026Smith LeAnn BEVP & Chief HR OfficerM531$0.00$0.00
May 21, 2026Vitalone Britt J.EVP & CFOM1,207$0.00$0.00
May 21, 2026TYLER BRIAN S.Chief Executive OfficerM3,500$0.00$0.00
May 21, 2026Smith LeAnn BEVP & Chief HR OfficerF209$766.50$160.2K
May 21, 2026Smith LeAnn BEVP & Chief HR OfficerM531$0.00$0.00
May 21, 2026Vitalone Britt J.EVP & CFOF447$766.50$342.6K
May 21, 2026TYLER BRIAN S.Chief Executive OfficerF1,319$766.50$1.0M
May 21, 2026TYLER BRIAN S.Chief Executive OfficerM3,500$0.00$0.00
May 20, 2026TYLER BRIAN S.Chief Executive OfficerM3,189$0.00$0.00
May 20, 2026TYLER BRIAN S.Chief Executive OfficerF1,282$754.68$967.5K
May 20, 2026Vitalone Britt J.EVP & CFOM1,038$0.00$0.00
May 20, 2026Rutledge Napoleon B JRSVP, Controller & CAOM74$0.00$0.00
May 20, 2026TYLER BRIAN S.Chief Executive OfficerM3,189$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (87% buy). Based on 23 analysts: 9 strong buy, 11 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$949.73 mean target +22.4% upside Strong Buy (1.47)
$812.00 Low $1,065.00 High
MetricValue
Current Price$775.66
Target Low$812.00
Target Mean$949.73
Target Median$945.00
Target High$1,065.00
# Analysts15
RecommendationStrong Buy (1.47)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$9.66 $9.25 $10.14 16.9% +0.0% 3↑ 2↓ $104.0B 6.3% 14
Next Q
2026-09-30
$10.74 $10.42 $10.92 8.9% -1.5% 3↑ 2↓ $109.9B 6.5% 14
Current FY
2027-03-31
$44.27 $44.09 $44.50 13.2% +0.4% 6↑ 4↓ $431.7B 7.0% 17
Next FY
2028-03-31
$50.33 $49.54 $52.44 13.7% +1.0% 8↑ 2↓ $463.9B 7.5% 16

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$9.657
7d ago$9.584+0.074
30d ago$9.657+0.000
60d ago$9.721-0.064
90d ago$9.723-0.066
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 14, 2026 Citigroup MAINTAIN Buy Buy
May 12, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 8, 2026 UBS MAINTAIN Buy Buy
May 8, 2026 JP Morgan MAINTAIN Overweight Overweight
May 8, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 28, 2026 William Blair INITIATE Outperform
Apr 22, 2026 UBS MAINTAIN Buy Buy
Apr 8, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 6, 2026 B of A Securities MAINTAIN Buy Buy
Feb 18, 2026 Barclays MAINTAIN Overweight Overweight
Feb 10, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 5, 2026 TD Cowen MAINTAIN Buy Buy
Feb 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 5, 2026 Mizuho MAINTAIN Neutral Neutral
Dec 9, 2025 Barclays INITIATE Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202691130087%
May 1, 202681230087%
Apr 1, 202671230086%
Mar 1, 202671230086%
Feb 1, 202671230086%
Jan 1, 202671230086%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 3 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 8, 2026Lizzie FletcherDHOUSESELL$1,001 - $15,000McKesson CorpMay 1, 2026 (24d)
Feb 4, 2026Markwayne MullinRSENATEBUY$15,001 - $50,000McKesson CorpMar 2, 2026 (27d)
Jan 5, 2026Markwayne MullinRSENATEBUY$15,001 - $50,000McKesson CorpFeb 4, 2026 (31d)
Jan 5, 2026Markwayne MullinRSENATEBUY$15,001 - $50,000McKesson CorpFeb 4, 2026 (31d)
50°
Neutral
Bearish Neutral Bullish
6 mentions 2 bullish 2 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 11, 2026160° Warm101
May 11, 2026160° Warm101
May 8, 2026140° Cool011
May 8, 2026140° Cool011
May 7, 2026156° Neutral001
May 7, 2026156° Neutral001

Recent Reddit Threads

r/stockmarket Bearish 28d 9h ago
health care still oversold but starting to stabilize. semis overbought for days now
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Neutral 29d 9h ago
anyone else notice health care getting wrecked today? COR and MCK RSI under 17
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Bullish 25d 9h ago
9 oversold alerts in S&P today. AMD up 82% vs market in 20 days
▲ 1 💬 0 ⚡ 0.4
May 27, 2026
Enforcement
HSR Early Termination: AP Gem Holdings, L.P.; McKesson Corporation
The FTC granted early termination of the HSR Act waiting period for a transaction involving AP Gem Holdings, L.P.; McKesson Corporation.
May 11, 2026
dark_pool
Dark Pool: MCK — 1.9M shares, 68,052 trades
Week starting 2026-05-11. Total ATS volume: 1,880,218 shares across 68,052 trades.
May 7, 2026
earnings_calendar
MCK Q4 2026 Earnings After Market Close — 2026-05-07
May 4, 2026
dark_pool
Dark Pool: MCK — 2.8M shares, 90,452 trades
Week starting 2026-05-04. Total ATS volume: 2,807,269 shares across 90,452 trades.
Apr 27, 2026
dark_pool
Dark Pool: MCK — 1.3M shares, 49,698 trades
Week starting 2026-04-27. Total ATS volume: 1,294,223 shares across 49,698 trades.
Apr 20, 2026
dark_pool
Dark Pool: MCK — 1.2M shares, 45,032 trades
Week starting 2026-04-20. Total ATS volume: 1,184,098 shares across 45,032 trades.
Apr 16, 2026
short_interest
FTD: MCK — 3,331 shares ($2.9M) failed to deliver
Settlement: 20260416, Price: $863.42, FTD Value: $2,876,052.02, MCKESSON CORPORATION
Apr 13, 2026
dark_pool
Dark Pool: MCK — 0.7M shares, 39,308 trades
Week starting 2026-04-13. Total ATS volume: 706,646 shares across 39,308 trades.
Apr 6, 2026
dark_pool
Dark Pool: MCK — 1.2M shares, 41,938 trades
Week starting 2026-04-06. Total ATS volume: 1,199,951 shares across 41,938 trades.
Apr 1, 2026
government_contract
$1191M govt contract: MCKESSON CORPORATION
Agency: Department of Veterans Affairs. EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 APRIL
Mar 30, 2026
dark_pool
Dark Pool: MCK — 0.7M shares, 30,398 trades
Week starting 2026-03-30. Total ATS volume: 718,838 shares across 30,398 trades.
Mar 23, 2026
short_interest
FTD: MCK — 22,869 shares ($20.3M) failed to deliver
Settlement: 20260323, Price: $885.84, FTD Value: $20,258,274.96, MCKESSON CORPORATION
Mar 23, 2026
dark_pool
Dark Pool: MCK — 0.8M shares, 40,337 trades
Week starting 2026-03-23. Total ATS volume: 832,878 shares across 40,337 trades.
Mar 16, 2026
dark_pool
Dark Pool: MCK — 0.9M shares, 44,799 trades
Week starting 2026-03-16. Total ATS volume: 931,107 shares across 44,799 trades.
Mar 9, 2026
dark_pool
Dark Pool: MCK — 0.8M shares, 39,201 trades
Week starting 2026-03-09. Total ATS volume: 832,104 shares across 39,201 trades.
Mar 9, 2026
short_interest
FTD: MCK — 2,579 shares ($2.4M) failed to deliver
Settlement: 20260309, Price: $919.26, FTD Value: $2,370,771.54, MCKESSON CORPORATION