McKesson Corporation $MCK Position Trimmed by Texas Permanent School Fund Corp

17 Dec 2025, 11:24 by Mitch Edgeman · The Markets Daily

Texas Permanent School Fund Corp decreased its holdings in McKesson Corporation (NYSE:MCK – Free Report) by 54.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,780 shares of the company’s stock after selling 10,308 shares during the quarter. Texas Permanent School Fund Corp’s holdings in McKesson were worth $6,434,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC raised its position in shares of McKesson by 46.3% during the fourth quarter. Brighton Jones LLC now owns 2,523 shares of the company’s stock worth $1,438,000 after purchasing an additional 798 shares during the period. Vestmark Advisory Solutions Inc. increased its stake in McKesson by 5.1% in the 1st quarter. Vestmark Advisory Solutions Inc. now owns 371 shares of the company’s stock worth $250,000 after purchasing an additional 18 shares in the last quarter. Steward Partners Investment Advisory LLC raised its holdings in McKesson by 11.6% during the 1st quarter. Steward Partners Investment Advisory LLC now owns 6,044 shares of the company’s stock worth $4,068,000 after buying an additional 626 shares during the period. Versor Investments LP acquired a new stake in McKesson during the 1st quarter worth about $314,000. Finally, Northern Trust Corp lifted its stake in McKesson by 0.7% during the first quarter. Northern Trust Corp now owns 1,542,382 shares of the company’s stock valued at $1,038,008,000 after buying an additional 10,179 shares in the last quarter. Institutional investors own 85.07% of the company’s stock.

McKesson Trading Down 1.6%

Shares of NYSE:MCK opened at $809.51 on Wednesday. The firm has a market cap of $99.92 billion, a price-to-earnings ratio of 25.19, a P/E/G ratio of 1.35 and a beta of 0.38. McKesson Corporation has a 1 year low of $558.13 and a 1 year high of $895.58. The business has a fifty day simple moving average of $823.03 and a 200 day simple moving average of $749.98.

McKesson (NYSE:MCK – Get Free Report) last issued its earnings results on Wednesday, November 5th. The company reported $9.86 EPS for the quarter, beating analysts’ consensus estimates of $8.84 by $1.02. McKesson had a negative return on equity of 248.14% and a net margin of 1.04%.The firm had revenue of $103.15 billion for the quarter, compared to the consensus estimate of $103.80 billion. During the same quarter in the previous year, the company posted $7.07 earnings per share. The business’s quarterly revenue was up 10.2% compared to the same quarter last year. On average, sell-side analysts forecast that McKesson Corporation will post 32.77 EPS for the current year.

McKesson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 2nd. Investors of record on Monday, December 1st will be issued 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 dividend payout ratio is currently 10.21%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Zacks Research downgraded shares of McKesson from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 25th. Evercore ISI reaffirmed an “outperform” rating and issued a $1,000.00 price objective on shares of McKesson in a research note on Thursday, November 6th. Wall Street Zen downgraded shares of McKesson from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Cowen restated a “buy” rating on shares of McKesson in a report on Wednesday, September 24th. Finally, Wells Fargo & Company lifted their price target on McKesson from $816.00 to $914.00 and gave the company an “equal weight” rating in a report on Monday, November 10th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, McKesson currently has an average rating of “Moderate Buy” and a consensus price target of $892.86.

Read Our Latest Research Report on MCK

Insider Buying and Selling

In related news, CAO Napoleon B. Rutledge, Jr. sold 329 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $861.63, for a total transaction of $283,476.27. Following the transaction, the chief accounting officer owned 328 shares of the company’s stock, valued at approximately $282,614.64. This trade represents a 50.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.08% of the company’s stock.

McKesson Company Profile

(Free Report)