Zacks Research Has Bearish Estimate for McKesson Q2 Earnings

McKesson Co. (NYSE:MCK) – Analysts at Zacks Research dropped their Q2 2025 EPS estimates for shares of McKesson in a research report issued on Tuesday, October 22nd. Zacks Research analyst R. Department now forecasts that the company will earn $6.97 per share for the quarter, down from their prior estimate of $7.11. The consensus estimate for McKesson’s current full-year earnings is $32.07 per share. Zacks Research also issued estimates for McKesson’s Q3 2025 earnings at $8.24 EPS, Q4 2025 earnings at $8.88 EPS, FY2025 earnings at $31.97 EPS, Q1 2026 earnings at $7.86 EPS, Q3 2026 earnings at $9.85 EPS and Q4 2026 earnings at $8.95 EPS.

A number of other brokerages have also commented on MCK. Leerink Partners decreased their price target on shares of McKesson from $665.00 to $630.00 and set an “outperform” rating on the stock in a report on Monday, October 7th. Evercore ISI reduced their target price on shares of McKesson from $660.00 to $630.00 and set an “outperform” rating on the stock in a report on Thursday, August 8th. Robert W. Baird reaffirmed a “neutral” rating and set a $531.00 target price (down previously from $603.00) on shares of McKesson in a report on Tuesday, September 24th. Deutsche Bank Aktiengesellschaft reduced their target price on shares of McKesson from $623.00 to $579.00 and set a “buy” rating on the stock in a report on Wednesday, September 25th. Finally, Wells Fargo & Company reduced their target price on shares of McKesson from $576.00 to $535.00 and set an “equal weight” rating on the stock in a report on Friday, September 13th. Five analysts have rated the stock with a hold rating and twelve have given a buy rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $610.86.

McKesson Price Performance

Shares of NYSE:MCK opened at $501.76 on Thursday. The company’s fifty day moving average price is $518.29 and its 200-day moving average price is $551.37. The firm has a market capitalization of $65.20 billion, a price-to-earnings ratio of 22.42, a PEG ratio of 1.17 and a beta of 0.44. McKesson has a one year low of $431.35 and a one year high of $637.51.

McKesson (NYSE:MCK) last issued its quarterly earnings results on Wednesday, August 7th. The company reported $7.88 EPS for the quarter, topping analysts’ consensus estimates of $7.21 by $0.67. The firm had revenue of $79.28 billion for the quarter, compared to analyst estimates of $82.53 billion. McKesson had a net margin of 0.94% and a negative return on equity of 242.57%. The business’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $7.27 EPS.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the business. LRI Investments LLC bought a new position in shares of McKesson in the 1st quarter worth about $28,000. Register Financial Advisors LLC bought a new position in shares of McKesson in the 1st quarter worth about $29,000. Wolff Wiese Magana LLC increased its stake in shares of McKesson by 742.9% in the 3rd quarter. Wolff Wiese Magana LLC now owns 59 shares of the company’s stock worth $29,000 after acquiring an additional 52 shares in the last quarter. ORG Wealth Partners LLC bought a new position in shares of McKesson in the 3rd quarter worth about $40,000. Finally, Carmichael Hill & Associates Inc. bought a new position in shares of McKesson in the 2nd quarter worth about $52,000. 85.07% of the stock is currently owned by institutional investors.

Insider Transactions at McKesson

In other news, CEO Brian S. Tyler sold 3,753 shares of the firm’s stock in a transaction dated Thursday, September 5th. The shares were sold at an average price of $561.10, for a total value of $2,105,808.30. Following the completion of the sale, the chief executive officer now directly owns 78,586 shares of the company’s stock, valued at approximately $44,094,604.60. This trade represents a 0.00 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.11% of the company’s stock.

McKesson Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, October 1st. Stockholders of record on Monday, September 2nd were given a $0.71 dividend. This represents a $2.84 annualized dividend and a dividend yield of 0.57%. This is a boost from McKesson’s previous quarterly dividend of $0.62. The ex-dividend date of this dividend was Friday, August 30th. McKesson’s dividend payout ratio (DPR) is currently 12.69%.

McKesson Company Profile

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.