COR
Cencora, Inc.
$274.08
-0.35%
$53.3B
No data for this timeframe.
Vol
Market Cap$53.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders10 funds
Inst. Value$14.1B
Inst. Activity4 buys / 1 sells
Insider Activity1B / 1S
Insider Net $$585.9K
Reddit Sentiment67° Warm
SEC Reports3
Congressional3 trades
Exchange NYSE·Sector Wholesale-Drugs, Proprietaries & Druggists' Sundries·Inc. DE·CIK 0001140859·Prev Close $275.04
Recent Activity
May 29, 2026
SEC
Cencora appointed Eva Boratto as EVP and CFO, effective June 29, 2026, succeeding retiring CFO James Cleary. The company
8-K — Impact 3/10
May 28, 2026
Insider
DURCAN DERMOT MARK bought 4,000 shares
Director @ $266.26 ($1.1M)
May 20, 2026
short_volume
Short Volume: COR — 55.6% short (0.4M / 0.7M)
Short: 401,820 | Exempt: 22 | TRF Vol: 722,905 | Short Ratio: 55.6% | Off-exchange volume (dark pool
May 6, 2026
SEC
Cencora reported fiscal Q2 2026 adjusted diluted EPS of $4.75, slightly above the $4.73 consensus estimate, on revenue o
8-K — Impact 5/10
May 1, 2026
Insider
NALLY DENNIS M sold 116 shares
Director @ $304.00 ($35.3K)
May 1, 2026
Insider
Cooper Ellen sold 99 shares
Director @ $304.00 ($30.1K)
Feb 28, 2026
SEC
Four major institutions, including Fidelity and sovereign wealth fund Norges Bank, significantly increased or initiated
INST-CLUSTER — Impact 8/10
Inst.
FMR LLC — ADD
5,459,637 shares ($1.8B)
Price Targets
$350.58
+25.4% upside
Strong Buy
Current $279.57
Low $280.00
Median $350.00
High $412.00
12 analysts
$280.00
$412.00
Analyst Ratings
5Strong Buy
11Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| May 7, 2026 | UBS | MAINTAIN | Buy → Buy |
| May 7, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
| May 7, 2026 | Baird | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $4.35 | $4.30 — $4.42 | 9% YoY | 11 |
| Next Q | $4.61 ▲ +2.2% | $4.51 — $4.74 | 20% YoY | 11 |
| Current FY | $17.76 | $17.70 — $17.84 | 11% YoY | 9 |
| Next FY | $19.79 | $19.36 — $20.13 | 11% YoY | 14 |
Latest Reports
NEUTRAL
8-K
3/10
Cencora appointed Eva Boratto as EVP and CFO, effective June 29, 2026, succeeding retiring CFO James Cleary. The company
May 29, 2026
NEUTRAL
8-K
5/10
Cencora reported fiscal Q2 2026 adjusted diluted EPS of $4.75, slightly above the $4.73 consensus estimate, on revenue o
May 6, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $8.0B | — |
| FMR LLC | $1.8B | ADD |
| BANK OF AMERICA CORP | $1.3B | — |
| MORGAN STANLEY | $987.9M | — |
| NORGES BANK | $822.5M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 28, 2026 | DURCAN DERMOT | BUY | $1.1M |
| May 1, 2026 | NALLY DENNIS | A | $35.3K |
| May 1, 2026 | Cooper Ellen | A | $30.1K |
| May 1, 2026 | Tyler Lauren | A | $30.1K |
| Apr 1, 2026 | Krikorian Lazarus | A | $0.00 |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
Congressional Trades
1 members: 3 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Jared Moskowitz | D | BUY | $1,001 - $15,000 |
| Jared Moskowitz | D | BUY | $1,001 - $15,000 |
| Jared Moskowitz | D | BUY | $1,001 - $15,000 |
10 institutional holders with $14.1B total value (41,708,724 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, BANK. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 23,617,117 | $8.0B | 56.6% | — |
| 2 | FMR LLC | 5,459,637 | $1.8B | 13.1% | ADD +64.9% |
| 3 | BANK OF AMERICA CORP /DE/ | 3,871,070 | $1.3B | 9.3% | — |
| 4 | MORGAN STANLEY | 2,924,809 | $987.9M | 7.0% | — |
| 5 | NORGES BANK | 2,435,250 | $822.5M | 5.8% | NEW |
| 6 | WELLS FARGO & COMPANY/MN | 1,379,935 | $466.1M | 3.3% | TRIM -33.6% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,223,378 | $413.2M | 2.9% | NEW |
| 8 | Mawer Investment Management Ltd. | 618,284 | $208.8M | 1.5% | — |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 121,940 | $41.2M | 0.3% | DOUBLED +341.8% |
| 10 | TWO SIGMA INVESTMENTS, LP | 57,304 | $19.4M | 0.1% | DOUBLED +469.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 3,311,410 | 5,459,637 | +64.9% | $1.8B | 2025-Q4 |
| NORGES BANK | NEW | — | 2,435,250 | — | $822.5M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 2,077,238 | 1,379,935 | -33.6% | $466.1M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 27,600 | 121,940 | +341.8% | $41.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 10,070 | 57,304 | +469.1% | $19.4M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 3,336,512 | 2,077,238 | -37.7% | $649.2M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 27,600 | — | $8.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 670,788 | 10,070 | -98.5% | $3.1M | 2025-Q3 |
| NORGES BANK | EXIT | 2,318,543 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | ADD | 2,109,451 | 3,134,164 | +48.6% | $939.8M | 2025-Q2 |
| NORGES BANK | NEW | — | 2,318,543 | — | $695.2M | 2025-Q2 |
| UBS Group AG | ADD | 927,461 | 1,782,874 | +92.2% | $495.8M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 566,424 | 1,047,673 | +85.0% | $291.3M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 550,700 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 2,128,845 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 781,817 | 566,424 | -27.6% | $127.3M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 228,900 | 550,700 | +140.6% | $123.7M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 961,543 | — | $216.4M | 2024-Q3 |
15 unique insiders with 2 transactions. Net insider value: $585.9K ($1.1M bought, $479.2K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 28, 2026 | DURCAN DERMOT MARK | Director | BUY | 4,000 | $266.26 | $1.1M |
| May 1, 2026 | NALLY DENNIS M | Director | A | 116 | $304.00 | $35.3K |
| May 1, 2026 | Cooper Ellen | Director | A | 99 | $304.00 | $30.1K |
| May 1, 2026 | Tyler Lauren M | Director | A | 99 | $304.00 | $30.1K |
| Apr 1, 2026 | Krikorian Lazarus | SVP & Chief Accounting Officer | A | 3,936 | $0.00 | $0.00 |
| Mar 11, 2026 | Battaglia Silvana | Executive Vice President | F | 3,673 | $350.30 | $1.3M |
| Mar 11, 2026 | Cleary James F | Chief Financial Officer | F | 5,409 | $350.30 | $1.9M |
| Mar 11, 2026 | Battaglia Silvana | Executive Vice President | M | 8,415 | $0.00 | $0.00 |
| Mar 11, 2026 | Campbell Elizabeth S | Executive Vice President | F | 5,842 | $350.30 | $2.0M |
| Mar 11, 2026 | Cleary James F | Chief Financial Officer | M | 12,623 | $0.00 | $0.00 |
| Mar 11, 2026 | Cleary James F | Chief Financial Officer | M | 12,623 | $0.00 | $0.00 |
| Mar 11, 2026 | Campbell Elizabeth S | Executive Vice President | M | 12,623 | $0.00 | $0.00 |
| Mar 11, 2026 | Campbell Elizabeth S | Executive Vice President | M | 12,623 | $0.00 | $0.00 |
| Mar 11, 2026 | Battaglia Silvana | Executive Vice President | M | 8,415 | $0.00 | $0.00 |
| Mar 5, 2026 | Cooper Ellen | Director | A | 557 | $359.28 | $200.1K |
| Mar 5, 2026 | Miller Redonda | Director | A | 557 | $359.28 | $200.1K |
| Mar 5, 2026 | Clyburn Frank | Director | A | 557 | $359.28 | $200.1K |
| Mar 5, 2026 | Ryerkerk Lori | Director | A | 557 | $359.28 | $200.1K |
| Mar 5, 2026 | Kim Lorence H. | Director | A | 557 | $359.28 | $200.1K |
| Mar 5, 2026 | GREENBERG LON R | Director | A | 557 | $359.28 | $200.1K |
| Mar 5, 2026 | NALLY DENNIS M | Director | A | 557 | $359.28 | $200.1K |
| Mar 5, 2026 | Baumann Werner | Director | A | 557 | $359.28 | $200.1K |
| Mar 5, 2026 | Tyler Lauren M | Director | A | 557 | $359.28 | $200.1K |
| Mar 5, 2026 | DURCAN DERMOT MARK | Director | A | 905 | $359.28 | $325.1K |
| Feb 20, 2026 | Mauch Robert P. | President & CEO | M | 3,762 | $86.09 | $323.9K |
| Feb 20, 2026 | Mauch Robert P. | President & CEO | M | 3,762 | $0.00 | $0.00 |
| Feb 18, 2026 | Mauch Robert P. | President & CEO | SELL | 1,333 | $359.46 | $479.2K |
| Jan 30, 2026 | NALLY DENNIS M | Director | A | 98 | $359.22 | $35.2K |
| Jan 30, 2026 | Tyler Lauren M | Director | A | 84 | $359.22 | $30.2K |
| Jan 30, 2026 | Cooper Ellen | Director | A | 69 | $359.22 | $24.8K |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.3/10.
NEUTRAL
8-K
3/10
Cencora appointed Eva Boratto as EVP and CFO, effective June 29, 2026, succeeding retiring CFO James
May 29, 2026
NEUTRAL
8-K
5/10
Cencora reported fiscal Q2 2026 adjusted diluted EPS of $4.75, slightly above the $4.73 consensus es
May 6, 2026
BULLISH
INST-CLUSTER
8/10
Four major institutions, including Fidelity and sovereign wealth fund Norges Bank, significantly inc
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (80% buy). Based on 20 analysts: 5 strong buy, 11 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$350.58 mean target
+25.4% upside
Strong Buy (1.57)
$280.00 Low
$412.00 High
| Metric | Value |
|---|---|
| Current Price | $279.57 |
| Target Low | $280.00 |
| Target Mean | $350.58 |
| Target Median | $350.00 |
| Target High | $412.00 |
| # Analysts | 12 |
| Recommendation | Strong Buy (1.57) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$4.35 | $4.30 | $4.42 | 8.7% | -0.4% | 5↑ 4↓ | $84.2B | 4.4% | 11 |
| Next Q 2026-09-30 |
$4.61 | $4.51 | $4.74 | 20.1% | +2.2% | 9↑ 0↓ | $88.4B | 5.6% | 11 |
| Current FY 2026-09-30 |
$17.76 | $17.70 | $17.84 | 11.0% | +0.1% | 5↑ 1↓ | $337.3B | 5.0% | 9 |
| Next FY 2027-09-30 |
$19.79 | $19.36 | $20.13 | 11.4% | +0.2% | 10↑ 0↓ | $358.9B | 6.4% | 14 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $4.349 | |
| 7d ago | $4.346 | +0.003 |
| 30d ago | $4.366 | -0.017 |
| 60d ago | $4.322 | +0.028 |
| 90d ago | $4.301 | +0.049 |
11 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 7, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| May 7, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Apr 28, 2026 | William Blair | INITIATE | — | Market Perform |
| Apr 8, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Feb 13, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 10, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 10, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Jan 29, 2026 | Morgan Stanley | UPGRADE | Equal-Weight | Overweight |
| Jan 22, 2026 | Jefferies | UPGRADE | Hold | Buy |
| Jan 5, 2026 | B of A Securities | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 11 | 4 | 0 | 0 | 80% | |
| May 1, 2026 | 4 | 11 | 4 | 0 | 0 | 79% | |
| Apr 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% | |
| Mar 1, 2026 | 6 | 13 | 3 | 0 | 0 | 86% | |
| Feb 1, 2026 | 6 | 13 | 3 | 0 | 0 | 86% | |
| Jan 1, 2026 | 5 | 12 | 5 | 0 | 0 | 77% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 3 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Cencora Inc | May 1, 2026 (32d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Cencora Inc | May 1, 2026 (40d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Cencora Inc | May 1, 2026 (40d) |
67°
Warm
Bearish
Neutral
Bullish
5 mentions
3 bullish
0 bearish
5 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 7, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 7, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Feb 17, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 16, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 12, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
May 20, 2026
short_volume
Short Volume: COR — 55.6% short (0.4M / 0.7M)
Short: 401,820 | Exempt: 22 | TRF Vol: 722,905 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: COR — 2.6M shares, 73,954 trades
Week starting 2026-05-18. Total ATS volume: 2,628,184 shares across 73,954 trades.
May 11, 2026
dark_pool
Dark Pool: COR — 3.8M shares, 87,060 trades
Week starting 2026-05-11. Total ATS volume: 3,812,036 shares across 87,060 trades.
May 8, 2026
short_interest
FTD: COR — 6,460 shares ($1.7M) failed to deliver
Settlement: 20260508, Price: $255.66, FTD Value: $1,651,563.6, CENCORA, INC.
May 6, 2026
earnings_calendar
COR Q2 2026 Earnings Before Market Open — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: COR — 6.0M shares, 113,910 trades
Week starting 2026-05-04. Total ATS volume: 6,026,707 shares across 113,910 trades.
Apr 27, 2026
short_interest
FTD: COR — 3,108 shares ($1.0M) failed to deliver
Settlement: 20260427, Price: $308.19, FTD Value: $957,854.52, CENCORA, INC.
Apr 27, 2026
dark_pool
Dark Pool: COR — 2.2M shares, 57,504 trades
Week starting 2026-04-27. Total ATS volume: 2,237,245 shares across 57,504 trades.
Apr 23, 2026
short_interest
FTD: COR — 4,770 shares ($1.5M) failed to deliver
Settlement: 20260423, Price: $308.30, FTD Value: $1,470,591, CENCORA, INC.
Apr 22, 2026
short_interest
FTD: COR — 7,110 shares ($2.2M) failed to deliver
Settlement: 20260422, Price: $312.39, FTD Value: $2,221,092.9, CENCORA, INC.
Apr 20, 2026
dark_pool
Dark Pool: COR — 2.5M shares, 66,163 trades
Week starting 2026-04-20. Total ATS volume: 2,546,944 shares across 66,163 trades.
Apr 13, 2026
dark_pool
Dark Pool: COR — 2.0M shares, 56,452 trades
Week starting 2026-04-13. Total ATS volume: 2,046,958 shares across 56,452 trades.
Apr 6, 2026
dark_pool
Dark Pool: COR — 1.6M shares, 55,225 trades
Week starting 2026-04-06. Total ATS volume: 1,645,752 shares across 55,225 trades.
Mar 30, 2026
dark_pool
Dark Pool: COR — 1.7M shares, 48,226 trades
Week starting 2026-03-30. Total ATS volume: 1,710,743 shares across 48,226 trades.
Mar 26, 2026
short_interest
FTD: COR — 4,364 shares ($1.4M) failed to deliver
Settlement: 20260326, Price: $325.08, FTD Value: $1,418,649.12, CENCORA, INC.