Cardinal Health
About: Cardinal Health is one of three leading pharmaceutical wholesalers in the us, engaged in sourcing and distributing of branded, generic, and specialty pharmaceutical products to pharmacies (retail chains, independent, and mail order), hospitals networks, and healthcare providers. Along with Cencora and McKesson, the three comprise well over 90% of the us pharmaceutical wholesale industry. Cardinal Health also supplies medical-surgical products and equipment to healthcare facilities in North America, Europe, and Asia.
Employees: 48,000
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
99% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 80
24% more call options, than puts
Call options by funds: $281M | Put options by funds: $227M
6% more capital invested
Capital invested by funds: $23.3B [Q3] → $24.8B (+$1.5B) [Q4]
4% more funds holding
Funds holding: 996 [Q3] → 1,034 (+38) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 9 [Q3] → 9 (+0) [Q4]
0.01% less ownership
Funds ownership: 86.7% [Q3] → 86.69% (-0.01%) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 360 | Existing positions reduced: 365
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$129
2%
upside
Avg. target
$141
11%
upside
High target
$150
18%
upside
8 analyst ratings
5 positive
63%
3 neutral
38%
0 negative
0%
Jefferies Brian Tanquilut 54% 1-year accuracy 7 / 13 met price target | 18%upside $150 | Buy Upgraded | 5 Feb 2025 |
JP Morgan Lisa Gill 57% 1-year accuracy 13 / 23 met price target | 14%upside $145 | Neutral Maintained | 4 Feb 2025 |
Wells Fargo Stephen Baxter 24% 1-year accuracy 9 / 38 met price target | 7%upside $136 | Equal-Weight Maintained | 4 Feb 2025 |
Morgan Stanley Erin Wright 50% 1-year accuracy 14 / 28 met price target | 12%upside $142 | Overweight Maintained | 31 Jan 2025 |
Citigroup Daniel Grosslight 41% 1-year accuracy 9 / 22 met price target | 2%upside $129 | Neutral Maintained | 10 Jan 2025 |
Financial journalist opinion
Based on 17 articles about CAH published over the past 30 days
Positive
Zacks Investment Research
21 hours ago
Are Investors Undervaluing Cardinal Health (CAH) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Zacks Investment Research
3 days ago
5 Broker-Loved Stocks to Keep an Eye on After Recent Analyst Upgrades
Investors should monitor stocks like Dana, Camping World, ABM, Cardinal Health and DXC for high returns.
Positive
Zacks Investment Research
2 weeks ago
Should Value Investors Buy Cardinal Health (CAH) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Benzinga
2 weeks ago
Cardinal Health Analysts Raise Their Forecasts Following Upbeat Earnings
Cardinal Health CAH reported better-than-expected second-quarter financial results on Thursday.
Neutral
PRNewsWire
2 weeks ago
Cardinal Health Board of Directors Approves Quarterly Dividend
DUBLIN, Ohio , Feb. 3, 2025 /PRNewswire/ -- Cardinal Health (NYSE: CAH) announced today that its Board of Directors approved a quarterly dividend of $0.5056 per share out of the Company's capital surplus. The dividend will be payable on April 15, 2025, to shareholders of record at the close of business on April 1, 2025.
Neutral
Seeking Alpha
3 weeks ago
Cardinal Health, Inc. (CAH) Q2 2025 Earnings Call Transcript
Cardinal Health, Inc. (NYSE:CAH ) Q2 2025 Earnings Conference Call January 30, 2025 8:30 AM ET Company Participants Matt Sims - Vice President, Investor Relations Jason Hollar - Chief Executive Officer Aaron Alt - Chief Financial Officer Conference Call Participants John Stansel - JPMorgan Erin Wright - Morgan Stanley Allen Lutz - Bank of America Elizabeth Anderson - Evercore Michael Cherny - Leerink Partners Eric Percher - Nephron Kevin Caliendo - UBS Eric Coldwell - Baird Daniel Grosslight - Citi Steven Valiquette - Mizuho Charles Rhyee - TD Cowen Brian Tanquilut - Jefferies Operator Hello, and welcome to the Second Quarter Fiscal Year 2025 Cardinal Health Inc. Earnings Conference Call. My name is George, and I'll be coordinator for today's event.
Positive
Zacks Investment Research
3 weeks ago
CAH Q2 Earnings and Sales Beat Estimates, 2025 EPS View Raised
Cardinal Health's second-quarter fiscal 2025 results benefit from solid Other segment revenue growth. However, OptumRx contract expiry hurts Pharmaceutical segment sales.
Positive
Zacks Investment Research
3 weeks ago
Here's Why Cardinal Health (CAH) is a Strong Value Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Positive
Zacks Investment Research
3 weeks ago
Cardinal (CAH) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Cardinal (CAH) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
3 weeks ago
Wall Street Analysts Think Cardinal (CAH) Is a Good Investment: Is It?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
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