McKesson Co. (NYSE:MCK) to Post Q3 2025 Earnings of $8.41 Per Share, Leerink Partnrs Forecasts

McKesson Co. (NYSE:MCK) – Equities researchers at Leerink Partnrs cut their Q3 2025 EPS estimates for shares of McKesson in a report released on Monday, August 26th. Leerink Partnrs analyst M. Cherny now forecasts that the company will post earnings per share of $8.41 for the quarter, down from their previous estimate of $8.42. The consensus estimate for McKesson’s current full-year earnings is $31.68 per share. Leerink Partnrs also issued estimates for McKesson’s Q4 2025 earnings at $8.66 EPS.

McKesson (NYSE:MCK) last issued its quarterly earnings data on Wednesday, August 7th. The company reported $7.88 earnings per share for the quarter, beating analysts’ consensus estimates of $7.21 by $0.67. McKesson had a negative return on equity of 245.88% and a net margin of 0.97%. The business had revenue of $79.28 billion during the quarter, compared to analysts’ expectations of $82.53 billion. During the same period in the previous year, the firm posted $7.27 earnings per share. The company’s revenue was up 6.4% on a year-over-year basis.

A number of other equities research analysts have also issued reports on MCK. Mizuho increased their target price on shares of McKesson from $540.00 to $570.00 and gave the stock a “neutral” rating in a report on Thursday, August 8th. Bank of America lifted their target price on McKesson from $590.00 to $670.00 and gave the company a “buy” rating in a report on Tuesday, June 25th. Robert W. Baird cut their price target on McKesson from $694.00 to $671.00 and set an “outperform” rating on the stock in a report on Thursday, August 8th. StockNews.com lowered McKesson from a “strong-buy” rating to a “buy” rating in a research report on Friday, August 9th. Finally, Citigroup boosted their price objective on McKesson from $620.00 to $670.00 and gave the stock a “buy” rating in a research report on Friday, July 19th. Two equities research analysts have rated the stock with a hold rating and fourteen have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, McKesson has an average rating of “Moderate Buy” and a consensus price target of $620.29.

McKesson Stock Performance

Shares of MCK opened at $556.65 on Tuesday. The stock has a market capitalization of $72.33 billion, a PE ratio of 24.87, a P/E/G ratio of 1.46 and a beta of 0.45. The company’s 50-day simple moving average is $582.73 and its 200-day simple moving average is $555.48. McKesson has a 1 year low of $404.72 and a 1 year high of $637.51.

McKesson Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, October 1st. Investors of record on Monday, September 2nd will be paid a dividend of $0.71 per share. This represents a $2.84 dividend on an annualized basis and a yield of 0.51%. The ex-dividend date is Friday, August 30th. This is an increase from McKesson’s previous quarterly dividend of $0.62. McKesson’s dividend payout ratio (DPR) is currently 12.69%.

Insider Activity at McKesson

In other McKesson news, EVP Thomas L. Rodgers sold 5,232 shares of the company’s stock in a transaction that occurred on Friday, May 31st. The stock was sold at an average price of $560.99, for a total transaction of $2,935,099.68. Following the completion of the sale, the executive vice president now directly owns 2,544 shares of the company’s stock, valued at approximately $1,427,158.56. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In related news, CEO Brian S. Tyler sold 3,753 shares of the company’s stock in a transaction on Wednesday, June 5th. The stock was sold at an average price of $574.41, for a total transaction of $2,155,760.73. Following the transaction, the chief executive officer now owns 89,845 shares of the company’s stock, valued at $51,607,866.45. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Thomas L. Rodgers sold 5,232 shares of the business’s stock in a transaction on Friday, May 31st. The stock was sold at an average price of $560.99, for a total transaction of $2,935,099.68. Following the sale, the executive vice president now owns 2,544 shares in the company, valued at $1,427,158.56. The disclosure for this sale can be found here. Insiders sold a total of 17,574 shares of company stock worth $10,254,842 in the last 90 days. 0.11% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in MCK. RiverFront Investment Group LLC purchased a new stake in shares of McKesson in the second quarter valued at $264,000. Clearbridge Investments LLC raised its position in shares of McKesson by 3.3% in the second quarter. Clearbridge Investments LLC now owns 350,877 shares of the company’s stock valued at $204,926,000 after buying an additional 11,184 shares during the last quarter. New Century Financial Group LLC acquired a new stake in McKesson during the second quarter worth approximately $834,000. Teachers Retirement System of The State of Kentucky grew its stake in McKesson by 1.8% in the 2nd quarter. Teachers Retirement System of The State of Kentucky now owns 51,049 shares of the company’s stock worth $29,814,000 after acquiring an additional 891 shares during the period. Finally, 3Chopt Investment Partners LLC raised its holdings in McKesson by 0.3% in the 2nd quarter. 3Chopt Investment Partners LLC now owns 8,364 shares of the company’s stock valued at $4,890,000 after acquiring an additional 27 shares during the last quarter. Institutional investors and hedge funds own 85.07% of the company’s stock.

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.