McKesson (MCK)

• Market cap: $87.4B
• 1 day: 0.34%
• 5 days: 3.30%
• 1 month: 6.38%
• 3 months: 17.64%
• 6 months: 37.03%
• Year to date: 23.11%
• 1 year: 32.54%
• 5 years: 392.25%
• 10 years: 205.70%
• Sector: Healthcare
• Industry: Medical Distribution

About: McKesson Corp is one of three leading pharmaceutical wholesalers in the us engaged in sourcing and distributing branded, generic, and specialty pharmaceutical products to pharmacies (retail chains, independent, and mail order), hospitals networks, and healthcare providers. Along with Cencora and Cardinal Health, the three account for over 90% of the us pharmaceutical wholesale industry. Outside the us market, McKesson engages in pharmaceutical wholesale and distribution in Canada. Additionally, the company supplies medical-surgical products and equipment to healthcare facilities and provides a variety of technology solutions for pharmacies.

Employees: 51,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

147% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 99

44% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $774M

20% more capital invested

Capital invested by funds: $52.9B [Q3] → $63.3B (+$10.4B) [Q4]

9% more funds holding in top 10

Funds holding in top 10: 33 [Q3] → 36 (+3) [Q4]

7% more funds holding

Funds holding: 1,519 [Q3] → 1,627 (+108) [Q4]

0.66% more ownership

Funds ownership: 83.16% [Q3] → 83.82% (+0.66%) [Q4]

12% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 614

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $675 3% downside
• Avg. target: $711 2% upside
• High target: $755 8% upside

5 analyst ratings

• positive: 3 60%
• neutral: 2 40%
• negative: 0 0%

B of A Securities Michael Cherny 64% 1-year accuracy 18 / 28 met price target	8% upside $755	Buy Maintained	11 Apr 2025
Mizuho Steven Valiquette 14% 1-year accuracy 1 / 7 met price target	1% downside $690	Neutral Maintained	3 Apr 2025
Morgan Stanley Erin Wright 52% 1-year accuracy 13 / 25 met price target	7% upside $745	Overweight Maintained	2 Apr 2025
Wells Fargo Stephen Baxter 42% 1-year accuracy 13 / 31 met price target	1% downside $691	Equal-Weight Maintained	14 Mar 2025
Evercore ISI Group Elizabeth Anderson 42% 1-year accuracy 14 / 33 met price target	3% downside $675	Outperform Maintained	6 Feb 2025