McKesson Corporation $MCK Position Trimmed by Schroder Investment Management Group

30 Nov 2025, 09:14 by Amy Steele · The Cerbat Gem

Schroder Investment Management Group decreased its holdings in McKesson Corporation (NYSE:MCK – Free Report) by 14.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 146,874 shares of the company’s stock after selling 24,816 shares during the quarter. Schroder Investment Management Group’s holdings in McKesson were worth $107,626,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its stake in shares of McKesson by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 12,072,090 shares of the company’s stock worth $8,846,186,000 after acquiring an additional 232,286 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of McKesson by 4.1% during the second quarter. Geode Capital Management LLC now owns 2,820,724 shares of the company’s stock valued at $2,057,065,000 after purchasing an additional 112,224 shares during the last quarter. Norges Bank purchased a new stake in shares of McKesson during the second quarter valued at $1,346,661,000. Northern Trust Corp boosted its position in shares of McKesson by 0.7% in the 1st quarter. Northern Trust Corp now owns 1,542,382 shares of the company’s stock valued at $1,038,008,000 after purchasing an additional 10,179 shares during the period. Finally, Boston Partners increased its stake in McKesson by 33.3% in the 1st quarter. Boston Partners now owns 1,461,785 shares of the company’s stock worth $984,927,000 after purchasing an additional 365,484 shares in the last quarter. Institutional investors own 85.07% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on MCK. Mizuho upped their price objective on shares of McKesson from $750.00 to $770.00 and gave the company a “neutral” rating in a research note on Wednesday, September 24th. Wall Street Zen downgraded shares of McKesson from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. Bank of America lifted their price objective on shares of McKesson from $800.00 to $850.00 and gave the stock a “buy” rating in a research report on Wednesday, September 24th. TD Cowen boosted their target price on shares of McKesson from $830.00 to $864.00 and gave the company a “buy” rating in a research note on Wednesday, September 24th. Finally, Robert W. Baird raised their target price on McKesson from $873.00 to $927.00 and gave the stock an “outperform” rating in a research report on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $887.69.

Get Our Latest Analysis on McKesson

Insiders Place Their Bets

In other news, CAO Napoleon B. Rutledge, Jr. sold 329 shares of the firm’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $861.63, for a total transaction of $283,476.27. Following the completion of the sale, the chief accounting officer directly owned 328 shares of the company’s stock, valued at $282,614.64. This trade represents a 50.08% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.08% of the stock is currently owned by insiders.

McKesson Stock Performance

McKesson stock opened at $879.00 on Friday. McKesson Corporation has a twelve month low of $558.13 and a twelve month high of $895.58. The firm has a market cap of $108.49 billion, a PE ratio of 35.05, a P/E/G ratio of 1.46 and a beta of 0.51. The firm’s 50 day moving average price is $807.11 and its two-hundred day moving average price is $741.23.

McKesson (NYSE:MCK – Get Free Report) last posted its quarterly earnings results on Wednesday, November 5th. The company reported $9.86 EPS for the quarter, beating the consensus estimate of $8.84 by $1.02. McKesson had a net margin of 0.84% and a negative return on equity of 196.66%. The business had revenue of $103.15 billion for the quarter, compared to analysts’ expectations of $103.80 billion. During the same period in the previous year, the company posted $7.07 EPS. McKesson’s revenue was up 10.2% on a year-over-year basis. Equities analysts anticipate that McKesson Corporation will post 32.77 EPS for the current fiscal year.

McKesson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, January 2nd. Shareholders of record on Monday, December 1st will be paid a $0.82 dividend. The ex-dividend date is Monday, December 1st. This represents a $3.28 dividend on an annualized basis and a yield of 0.4%. McKesson’s payout ratio is 10.21%.

McKesson Profile

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