Market Cap
$51.8B
CAH
CARDINAL HEALTH INC
$227.72 ▼ -1.03%
Prev close $230.09Market cap$51.8B
ConsensusStrong Buy
12-mo target$270.33 (+18.8%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (7 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Healthcare & Medical Devices
Snapshot
The big-picture read on CAH right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (88%)
Inst. Holders
50 funds
Inst. Value
$37.1B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $59.6M sell
Insider Net $
-$59.6M
SEC Reports
7
Press Releases
1
Price chart 30d -7.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 other
Aug 21, 2026 SEC Cardinal Health Enters into Binding Letter of Intent to Extend Pharmaceutical Distribution Agreements with CVS Health
DUBLIN, Ohio, Oct. 1, 2026 /PRNewswire/ -- Cardinal Health (NYSE: CAH) announced today that it has e
A cluster of 7 Cardinal Health insiders, including CEO Jason Hollar and CFO Aaron Alt, sold a total of $10.82M in open-m
CLUSTER — Impact 4/10
Six C-suite insiders at Cardinal Health, including the CEO, CFO, and three other top executives, sold a total of $8.99M
CLUSTER — Impact 3/10
A cluster of insider sales at Cardinal Health occurred 9 days after the company reported strong Q4 FY2026 earnings (reve
CLUSTER — Impact 4/10
Aug 19, 2026 Insider
Hollar Jason M. sold 6,206 shares
Chief Executive Officer @ $233.22 ($1.4M)
Aug 19, 2026 Insider
Hollar Jason M. sold 3,457 shares
Chief Executive Officer @ $234.29 ($809.9K)
Aug 19, 2026 Insider
Jul 20, 2026 Press Hollar Jason M. sold 5,704 shares
Chief Executive Officer @ $235.34 ($1.3M)
Cardinal Health announced two tuck-in acquisitions totaling $360M in cash to expand its at-Home Solutions business, acqu
Impact 5/10
Analyst ratings buy % +7.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
88% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | RBC Capital | INITIATE | Outperform | 55% |
| Aug 13, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 13, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 13, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 12, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 12, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 12, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 12, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 12, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 12, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 13 | 3 | 0 | 0 | 88% | |
| Aug 1, 2026 | 8 | 12 | 3 | 0 | 0 | 87% | |
| Jul 1, 2026 | 8 | 12 | 3 | 0 | 0 | 87% | |
| Jun 1, 2026 | 8 | 12 | 3 | 0 | 0 | 87% | |
| May 1, 2026 | 8 | 12 | 3 | 0 | 0 | 87% | |
| Apr 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% | |
| Mar 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% | |
| Feb 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% |
Price targets
Where 15 covering analysts think CAH trades over the next 12 months.
$270.33 +18.8% upside Buy
Current$227.47 Low$235.00 Median$275.00 High$292.00 15 analysts
$235.00$292.00
Analyst rating Buy· 1.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 6 neutral · avg impact 3.9/10.Plus 1 press releases.
NEUTRALCLUSTER4/10
A cluster of 7 Cardinal Health insiders, including CEO Jason Hollar and CFO Aaron Alt, sold a total
Aug 21, 2026
NEUTRALCLUSTER3/10
Six C-suite insiders at Cardinal Health, including the CEO, CFO, and three other top executives, sol
Aug 20, 2026
NEUTRALCLUSTER4/10
A cluster of insider sales at Cardinal Health occurred 9 days after the company reported strong Q4 F
Aug 20, 2026
NEUTRAL8-K4/10
Cardinal Health entered into a new $4.0 billion unsecured revolving credit facility, replacing its e
Aug 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
Cardinal Health Enters into Binding Letter of Intent to Extend Pharmaceutical Distribution Agreements with CVS Health
DUBLIN, Ohio, Oct. 1, 2026 /PRNewswire/ -- Cardinal Health (NYSE: CAH) announced today that it has entered into a binding Letter of Intent to extend i
Oct 1, 2026
earnings
Cardinal Health to Announce First-Quarter Results for Fiscal Year 2027 on November 5
DUBLIN, Ohio, Oct. 1, 2026 /PRNewswire/ -- Cardinal Health (NYSE: CAH) plans to release first-quarter financial results for its fiscal year 2027 on No
Sep 30, 2026
short_volume
Short Volume: CAH — 61.4% short (0.4M / 0.6M)
Short: 354,238 | Exempt: 36 | TRF Vol: 577,199 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: CAH — 1.5M shares, 47,200 trades
Week starting 2026-09-07. Total ATS volume: 1,475,856 shares across 47,200 trades.
Sep 3, 2026
short_volume
Short Volume: CAH — 59.0% short (0.3M / 0.5M)
Short: 321,486 | Exempt: 115 | TRF Vol: 544,890 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.94 | $2.88–$3.06 | 15.3% | +0.1% | 4↑ 3↓ | $66.6B | 13 |
| Next Q | $3.12 | $3.01–$3.37 | 18.7% | +0.2% | 7↑ 0↓ | $68.3B | 13 |
| Current FY | $12.57 | $12.51–$12.74 | 14.8% | -0.0% | 16↑ 0↓ | $265.9B | 17 |
| Next FY | $14.06 | $13.15–$14.90 | 11.9% | -0.1% | 12↑ 1↓ | $282.3B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.940 | — |
| 7d ago | $2.937 | +0.003 |
| 30d ago | $2.937 | +0.003 |
| 60d ago | $2.896 | +0.044 |
| 90d ago | $2.898 | +0.041 |
Institutional ownership
Which big funds own CAH (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $37.1B total value (156,102,296 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, WELLINGTON. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 26,490,633 | $6.3B | 17.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 15,292,186 | $3.6B | 9.8% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 14,860,271 | $3.5B | 9.5% | DOUBLED +247.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,717,894 | $3.3B | 8.8% | — |
| STATE STREET CORP | 11,967,121 | $2.8B | 7.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,472,810 | $1.5B | 4.1% | — |
| Invesco Ltd. | 4,742,576 | $1.1B | 3.0% | — |
| MORGAN STANLEY | 4,625,329 | $1.1B | 3.0% | — |
| WCM INVESTMENT MANAGEMENT, LLC | 4,112,461 | $971.4M | 2.6% | — |
| NORGES BANK | 3,726,422 | $885.2M | 2.4% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 4,276,152 | 14,860,271 | +247.5% | $3.5B |
| NORGES BANK | NEW | — | 3,726,422 | — | $885.2M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 1,503,897 | 2,103,149 | +39.8% | $499.6M |
| FMR LLC | TRIM | 4,243,240 | 2,066,248 | -51.3% | $490.9M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 1,386,834 | 1,977,579 | +42.6% | $469.8M |
| NORDEA INVESTMENT MANAGEMENT AB | ADD | 663,170 | 1,297,534 | +95.7% | $308.7M |
| WELLS FARGO & COMPANY/MN | ADD | 722,626 | 924,868 | +28.0% | $219.7M |
| Allianz Asset Management GmbH | ADD | 374,490 | 689,651 | +84.2% | $163.8M |
| Swedbank AB | ADD | 415,663 | 672,331 | +61.7% | $159.7M |
| BNP Paribas Asset Management Holding S.A. | DOUBLED | 222,046 | 577,779 | +160.2% | $137.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$59.6M — $0.00 bought, $59.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Hollar Jason M. | Chief Executive Officer | SELL | 6,206 | $233.22 | $1.4M |
| Aug 19, 2026 | Hollar Jason M. | Chief Executive Officer | SELL | 3,457 | $234.29 | $809.9K |
| Aug 19, 2026 | Hollar Jason M. | Chief Executive Officer | SELL | 5,704 | $235.34 | $1.3M |
| Aug 19, 2026 | Hollar Jason M. | Chief Executive Officer | SELL | 6,731 | $236.46 | $1.6M |
| Aug 19, 2026 | Hollar Jason M. | Chief Executive Officer | SELL | 16,187 | $237.23 | $3.8M |
| Aug 19, 2026 | Hollar Jason M. | Chief Executive Officer | SELL | 6,244 | $237.88 | $1.5M |
| Aug 19, 2026 | Scherer Mary C. | Chief Accounting Officer | SELL | 2,202 | $237.39 | $522.7K |
| Aug 19, 2026 | Scherer Mary C. | Chief Accounting Officer | SELL | 100 | $237.40 | $23.7K |
| Aug 18, 2026 | Hollar Jason M. | Chief Executive Officer | SELL | 21,407 | $234.56 | $5.0M |
| Aug 18, 2026 | Hollar Jason M. | Chief Executive Officer | SELL | 29,915 | $235.51 | $7.0M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CAH.
Shares short
6,668,906
Settlement Sep 15, 2026
Change vs prior
-0.7%
Semi-monthly cycle
Days to cover
4.6
At avg daily volume
Of shares outstanding
≈2.9%
Estimate — not % of float
All CAH filing & press-release reports (8)
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 20, 2026
- 8-K reportAug 11, 2026
- 8-K reportAug 11, 2026
- 8-K reportAug 5, 2026
- PRESS-RELEASE reportJul 20, 2026
- 8-K reportMar 5, 2026