Research Analysts Offer Predictions for McKesson Q4 Earnings

McKesson Co. (NYSE:MCK) – Stock analysts at Zacks Research upped their Q4 2025 earnings per share estimates for shares of McKesson in a note issued to investors on Thursday, April 3rd. Zacks Research analyst R. Department now expects that the company will post earnings per share of $9.71 for the quarter, up from their prior estimate of $9.70. The consensus estimate for McKesson’s current full-year earnings is $32.77 per share. Zacks Research also issued estimates for McKesson’s Q4 2025 earnings at $9.71 EPS, Q2 2026 earnings at $8.50 EPS, Q2 2026 earnings at $8.50 EPS, Q4 2026 earnings at $9.53 EPS, Q4 2026 earnings at $9.53 EPS and Q4 2027 earnings at $12.05 EPS.

McKesson (NYSE:MCK) last announced its quarterly earnings data on Wednesday, February 5th. The company reported $8.03 earnings per share for the quarter, missing analysts’ consensus estimates of $8.60 by ($0.57). McKesson had a negative return on equity of 181.26% and a net margin of 0.82%.

MCK has been the topic of several other research reports. Bank of America cut their target price on shares of McKesson from $680.00 to $650.00 and set a “buy” rating on the stock in a report on Monday, January 6th. StockNews.com lowered shares of McKesson from a “strong-buy” rating to a “buy” rating in a report on Friday, February 14th. Wells Fargo & Company upped their price objective on shares of McKesson from $641.00 to $691.00 and gave the company an “equal weight” rating in a research note on Friday, March 14th. Mizuho raised their target price on McKesson from $630.00 to $690.00 and gave the stock a “neutral” rating in a research note on Thursday. Finally, Morgan Stanley upped their price target on McKesson from $642.00 to $745.00 and gave the company an “overweight” rating in a research report on Wednesday. Two research analysts have rated the stock with a hold rating, thirteen have issued a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $661.00.

McKesson Price Performance

MCK opened at $716.71 on Friday. The stock’s 50 day simple moving average is $631.55 and its 200 day simple moving average is $583.78. The firm has a market cap of $89.82 billion, a price-to-earnings ratio of 32.82, a PEG ratio of 1.29 and a beta of 0.49. McKesson has a 1 year low of $464.42 and a 1 year high of $758.64.

Hedge Funds Weigh In On McKesson

A number of hedge funds have recently bought and sold shares of the company. Benjamin Edwards Inc. lifted its stake in shares of McKesson by 58.9% in the third quarter. Benjamin Edwards Inc. now owns 5,917 shares of the company’s stock worth $2,930,000 after buying an additional 2,194 shares in the last quarter. Hilltop Holdings Inc. lifted its position in McKesson by 109.0% in the 3rd quarter. Hilltop Holdings Inc. now owns 1,467 shares of the company’s stock valued at $725,000 after acquiring an additional 765 shares in the last quarter. Integrated Wealth Concepts LLC boosted its stake in McKesson by 2.0% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 4,057 shares of the company’s stock valued at $2,006,000 after purchasing an additional 81 shares during the last quarter. Redwood Investment Management LLC increased its holdings in shares of McKesson by 3.6% in the 3rd quarter. Redwood Investment Management LLC now owns 2,767 shares of the company’s stock worth $1,353,000 after purchasing an additional 96 shares in the last quarter. Finally, Royal London Asset Management Ltd. raised its stake in shares of McKesson by 2.4% in the third quarter. Royal London Asset Management Ltd. now owns 60,606 shares of the company’s stock worth $29,965,000 after purchasing an additional 1,431 shares during the last quarter. Institutional investors own 85.07% of the company’s stock.

Insider Buying and Selling

In other McKesson news, EVP Leann B. Smith sold 188 shares of McKesson stock in a transaction on Wednesday, February 12th. The stock was sold at an average price of $609.59, for a total transaction of $114,602.92. Following the completion of the transaction, the executive vice president now owns 1,051 shares in the company, valued at approximately $640,679.09. The trade was a 15.17 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Brian S. Tyler sold 8,961 shares of the stock in a transaction on Friday, February 14th. The stock was sold at an average price of $600.66, for a total value of $5,382,514.26. Following the completion of the sale, the chief executive officer now directly owns 69,625 shares in the company, valued at approximately $41,820,952.50. This represents a 11.40 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 18,110 shares of company stock valued at $10,855,706 over the last quarter. Corporate insiders own 0.11% of the company’s stock.

McKesson Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, April 1st. Investors of record on Monday, March 3rd were given a dividend of $0.71 per share. The ex-dividend date was Monday, March 3rd. This represents a $2.84 dividend on an annualized basis and a yield of 0.40%. McKesson’s dividend payout ratio (DPR) is currently 13.00%.

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.