Leerink Partnrs Has Negative Outlook of McKesson Q3 Earnings

McKesson Co. (NYSE:MCK) – Equities research analysts at Leerink Partnrs lowered their Q3 2025 earnings estimates for shares of McKesson in a report issued on Thursday, December 5th. Leerink Partnrs analyst M. Cherny now anticipates that the company will earn $8.13 per share for the quarter, down from their previous estimate of $8.87. The consensus estimate for McKesson’s current full-year earnings is $32.73 per share. Leerink Partnrs also issued estimates for McKesson’s Q4 2025 earnings at $9.86 EPS.

McKesson (NYSE:MCK) last released its quarterly earnings data on Wednesday, November 6th. The company reported $7.07 EPS for the quarter, beating the consensus estimate of $6.88 by $0.19. McKesson had a net margin of 0.77% and a negative return on equity of 207.50%. The business had revenue of $93.65 billion during the quarter, compared to the consensus estimate of $89.33 billion. During the same quarter in the prior year, the firm earned $6.23 EPS. The business’s revenue was up 21.3% on a year-over-year basis.

MCK has been the subject of several other research reports. Wells Fargo & Company dropped their price objective on shares of McKesson from $576.00 to $535.00 and set an “equal weight” rating for the company in a report on Friday, September 13th. JPMorgan Chase & Co. increased their price target on shares of McKesson from $656.00 to $661.00 and gave the company an “overweight” rating in a report on Wednesday, August 21st. Deutsche Bank Aktiengesellschaft lowered their price target on shares of McKesson from $623.00 to $579.00 and set a “buy” rating for the company in a report on Wednesday, September 25th. Citigroup increased their price target on shares of McKesson from $630.00 to $713.00 and gave the company a “buy” rating in a report on Wednesday, November 13th. Finally, Baird R W raised shares of McKesson from a “hold” rating to a “strong-buy” rating in a report on Thursday, November 7th. Two analysts have rated the stock with a hold rating, fourteen have issued a buy rating and one has assigned a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $635.86.

McKesson Stock Down 1.3 %

MCK opened at $584.07 on Monday. The firm has a 50-day simple moving average of $556.78 and a two-hundred day simple moving average of $562.15. McKesson has a 52 week low of $431.35 and a 52 week high of $637.51. The company has a market capitalization of $74.14 billion, a PE ratio of 30.24, a price-to-earnings-growth ratio of 1.30 and a beta of 0.49.

McKesson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 2nd. Stockholders of record on Monday, December 2nd will be given a dividend of $0.71 per share. This represents a $2.84 dividend on an annualized basis and a dividend yield of 0.49%. The ex-dividend date is Monday, December 2nd. McKesson’s dividend payout ratio (DPR) is presently 14.71%.

Insider Transactions at McKesson

In other news, EVP Leann B. Smith sold 579 shares of the stock in a transaction that occurred on Monday, December 9th. The shares were sold at an average price of $602.81, for a total transaction of $349,026.99. Following the transaction, the executive vice president now directly owns 1,443 shares in the company, valued at approximately $869,854.83. This trade represents a 28.64 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.11% of the company’s stock.

Hedge Funds Weigh In On McKesson

Hedge funds and other institutional investors have recently modified their holdings of the business. MidAtlantic Capital Management Inc. bought a new position in shares of McKesson during the third quarter valued at approximately $29,000. Wolff Wiese Magana LLC boosted its stake in McKesson by 742.9% in the third quarter. Wolff Wiese Magana LLC now owns 59 shares of the company’s stock valued at $29,000 after acquiring an additional 52 shares in the last quarter. RPg Family Wealth Advisory LLC acquired a new stake in McKesson in the third quarter valued at approximately $31,000. ORG Wealth Partners LLC acquired a new stake in McKesson in the third quarter valued at approximately $40,000. Finally, Carmichael Hill & Associates Inc. acquired a new stake in McKesson in the second quarter valued at approximately $52,000. 85.07% of the stock is currently owned by institutional investors.

About McKesson

McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International. The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products.