Market Cap
$100.8B
MCK
MCKESSON CORP
$898.82 ▲ +5.27%
Prev close $853.81Market cap$100.8B
ConsensusBuy
12-mo target$979.36 (+9.0%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional ExitsCongressional Activity (2) Healthcare & Medical Devices
Snapshot
The big-picture read on MCK right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (79%)
Inst. Holders
50 funds
Inst. Value
$57.9B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $24.0M sell
Insider Net $
-$24.0M
Social Sentiment
50° Neutral
SEC Reports
15
Congressional
8 trades
Price chart 30d -2.8%
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.
Sep 8, 2026 Insider
Rutledge Napoleon B JR sold 111 shares
SVP, Controller & CAO @ $891.45 ($99.0K)
Sep 7, 2026 dark_pool
Aug 28, 2026 SEC Dark Pool: MCK — 0.7M shares, 44,622 trades
Week starting 2026-09-07. Total ATS volume: 721,316 shares across 44,622 trades.
McKesson disclosed a cybersecurity incident discovered on August 25, 2026, affecting its information systems. The invest
8-K — Impact 4/10
Aug 10, 2026 Insider
Lerman Bradley E sold 301 shares
Director @ $892.33 ($268.6K)
Aug 10, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Aug 7, 2026 Insider
Srinivasan Ramesh (NMN) was granted 368 shares
EVP and Chief Strategy Officer
Jul 8, 2026 Congress
Rick Larsen buy
$1,001 - $15,000 — House
Jul 8, 2026 Event
Gemcitabine Injection, 1 g per 26.3 mL (38 mg/mL), 26.3 mL Single-Dose Vial, For Intravenous Infusion ONLY, Rx only, Manufactured by: THYMOORGAN PHARMAZIE GmbH, Schiffgraben 23, 38690 Goslar, Germany; Distributed by: Hikma, Berkeley Heights, NJ 07922. NDC: 0143-9341-01
Class II: Temperature Abuse: Product was stored incorrectly in a controlled room temperature environ
Analyst ratings buy % -8.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
79% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Aug 19, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 19, 2026 | RBC Capital | INITIATE | Sector Perform | 55% |
| Aug 11, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 6, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 6, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 21, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jun 10, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 11 | 5 | 0 | 0 | 79% | |
| Aug 1, 2026 | 9 | 11 | 3 | 0 | 0 | 87% | |
| Jul 1, 2026 | 9 | 11 | 3 | 0 | 0 | 87% | |
| Jun 1, 2026 | 9 | 11 | 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 14 covering analysts think MCK trades over the next 12 months.
$979.36 +9.0% upside Buy
Current$898.82 Low$845.00 Median$1,000.00 High$1,065.00 14 analysts
$845.00$1,065.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +7.1%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
9 oversold alerts in S&P today. AMD up 82% vs market in 20 days
▲ 1 · 💬 0· ⚡ 0.4
Seeing fairly wide dispersion in short-term moves across some mid and large-cap names recently
▲ 1 · 💬 0· ⚡ 0.5
health care still oversold but starting to stabilize. semis overbought for days now
▲ 1 · 💬 0· ⚡ 0.5
anyone else notice health care getting wrecked today? COR and MCK RSI under 17
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 13 neutral · avg impact 3.5/10.
NEUTRAL8-K4/10
McKesson disclosed a cybersecurity incident discovered on August 25, 2026, affecting its information
Aug 28, 2026
NEUTRALDEFA14A2/10
McKesson Corp filed additional definitive proxy soliciting materials (DEFA14A) including an investor
Jul 3, 2026
NEUTRAL8-K3/10
McKesson Corp announced the retirement of Executive Vice President and Chief Strategy & Business Dev
Jul 1, 2026
NEUTRALDEFA14A2/10
McKesson Corp filed a DEFA14A (additional definitive proxy soliciting materials) on June 12, 2026. T
Jun 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: MCK — 0.7M shares, 44,622 trades
Week starting 2026-09-07. Total ATS volume: 721,316 shares across 44,622 trades.
Aug 31, 2026
dark_pool
Dark Pool: MCK — 0.9M shares, 47,969 trades
Week starting 2026-08-31. Total ATS volume: 906,887 shares across 47,969 trades.
Aug 24, 2026
dark_pool
Dark Pool: MCK — 1.2M shares, 53,975 trades
Week starting 2026-08-24. Total ATS volume: 1,192,926 shares across 53,975 trades.
Aug 17, 2026
dark_pool
Dark Pool: MCK — 1.0M shares, 56,949 trades
Week starting 2026-08-17. Total ATS volume: 1,019,106 shares across 56,949 trades.
Aug 14, 2026
short_interest_report
Short Interest: MCK down 33% to 2.4M shares
Settlement 2026-08-14 | Days to cover: 2.17 | ≈2.08% of shares outstanding (est.)
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 | $10.76 | $10.53–$11.26 | 9.1% | +0.0% | 5↑ 6↓ | $109.9B | 14 |
| Next Q | $11.02 | $10.41–$11.66 | 18.0% | +0.2% | 1↑ 11↓ | $113.1B | 14 |
| Current FY | $44.65 | $44.32–$45.25 | 14.2% | +0.1% | 15↑ 0↓ | $431.8B | 16 |
| Next FY | $50.41 | $46.77–$51.74 | 12.9% | -0.3% | 13↑ 3↓ | $462.2B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $10.761 | — |
| 7d ago | $10.761 | -0.000 |
| 30d ago | $10.756 | +0.005 |
| 60d ago | $10.749 | +0.012 |
| 90d ago | $10.744 | +0.017 |
Institutional ownership
Which big funds own MCK (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $57.9B total value (76,434,902 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,795,054 | $8.2B | 14.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,853,137 | $5.9B | 10.2% | — |
| STATE STREET CORP | 5,727,118 | $4.3B | 7.5% | — |
| MORGAN STANLEY | 5,306,142 | $4.0B | 6.9% | DOUBLED +130.7% |
| FRANKLIN RESOURCES INC | 2,905,114 | $2.2B | 3.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,873,217 | $2.2B | 3.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,822,155 | $2.1B | 3.7% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,446,386 | $1.9B | 3.2% | — |
| FMR LLC | 2,130,288 | $1.6B | 2.8% | TRIM -40.9% |
| ALLIANCEBERNSTEIN L.P. | 1,686,993 | $1.5B | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 2,299,625 | 5,306,142 | +130.7% | $4.0B |
| FMR LLC | TRIM | 3,603,423 | 2,130,288 | -40.9% | $1.6B |
| JPMORGAN CHASE & CO | TRIM | 3,268,340 | 1,748,860 | -46.5% | $1.3B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 1,047,084 | 1,538,910 | +47.0% | $1.2B |
| NORGES BANK | NEW | — | 1,529,056 | — | $1.2B |
| JANE STREET GROUP, LLC | DOUBLED | 80,728 | 747,056 | +825.4% | $564.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | DOUBLED | 278,467 | 656,084 | +135.6% | $495.7M |
| Qube Research & Technologies Ltd | ADD | 301,830 | 521,556 | +72.8% | $394.1M |
| D. E. Shaw & Co., Inc. | DOUBLED | 53,347 | 483,843 | +807.0% | $365.6M |
| CITADEL ADVISORS LLC | DOUBLED | 75,208 | 460,409 | +512.2% | $347.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 50 transactions. Net -$24.0M — $0.00 bought, $24.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Rutledge Napoleon B JR | SVP, Controller & CAO | SELL | 111 | $891.45 | $99.0K |
| Aug 10, 2026 | Lerman Bradley E | Director | SELL | 301 | $892.33 | $268.6K |
| Aug 7, 2026 | Srinivasan Ramesh (NMN) | EVP and Chief Strategy Officer | AWARD | 368 | — | — |
| Jul 22, 2026 | Wilson-Thompson Kathleen | Director | AWARD | 277 | $814.04 | $225.5K |
| Jul 22, 2026 | Dunsire Deborah | Director | AWARD | 277 | — | — |
| Jul 22, 2026 | Dunbar Webster Roy | Director | AWARD | 277 | — | — |
| Jul 22, 2026 | OZAN KEVIN M | Director | AWARD | 277 | — | — |
| Jul 22, 2026 | Caruso Dominic J | Director | AWARD | 277 | $814.04 | $225.5K |
| Jul 22, 2026 | Gerberding Julie L. | Director | AWARD | 277 | — | — |
| Jul 22, 2026 | Lerman Bradley E | Director | AWARD | 277 | — | — |
Congressional trades
MCK trades disclosed by members of Congress, with disclosure delay.
6 members · 6 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | McKesson Corp | Sep 7, 2026(29d) |
| Jul 8, 2026 | Rick Larsen | D | HOUSE | BUY | $1,001 - $15,000 | McKesson Corp | Jul 13, 2026(6d) |
| Jun 15, 2026 | Jonathan Jackson | D | HOUSE | SELL | $1,001 - $15,000 | McKesson Corp | Jul 16, 2026(32d) |
| Apr 8, 2026 | Lizzie Fletcher | D | HOUSE | SELL | $1,001 - $15,000 | McKesson Corp | May 1, 2026(24d) |
| Feb 4, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | McKesson Corp | Mar 2, 2026(27d) |
| Jan 5, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | McKesson Corp | Feb 4, 2026(31d) |
| Jan 5, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | McKesson Corp | Feb 4, 2026(31d) |
| Jan 7, 2025 | Ritchie Torres | D | HOUSE | BUY | $1,001 - $15,000 | McKesson Corp | Jul 9, 2026(549d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MCK.
Shares short
2,903,573
Settlement Sep 15, 2026
Change vs prior
+2.4%
Semi-monthly cycle
Days to cover
3.4
At avg daily volume
Of shares outstanding
≈2.5%
Estimate — not % of float
All MCK filing & press-release reports (15)
- 8-K reportAug 28, 2026
- DEFA14A reportJul 3, 2026
- 8-K reportJul 1, 2026
- DEFA14A reportJun 12, 2026
- 8-K reportJun 12, 2026
- CLUSTER reportJun 8, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportJun 2, 2026
- CLUSTER reportJun 1, 2026
- GOVT-CONTRACT reportMay 31, 2026
- CLUSTER reportMay 27, 2026
- 8-K reportMay 7, 2026
- 8-K reportApr 28, 2026
- 8-K reportApr 6, 2026
- 8-K reportMar 5, 2026