Fulcrum Wealth Advisors LLC Acquires New Holdings in McKesson Corporation $MCK

Key Points

• Fulcrum Wealth Advisors LLC bought a new stake of 3,275 shares of McKesson (NYSE:MCK) worth about $2.686 million2.2% of its portfolio and its 17th-largest holding.
• Company insiders have sold a total of 3,592 shares (≈$3.52 million) in the last 90 days, including CAO Napoleon Rutledge Jr. and EVP Michele Lau, leaving corporate insiders with about 0.08% ownership.
• Analysts carry a consensus "Moderate Buy" with a target of $972.27; McKesson beat quarterly EPS estimates ($9.34 vs. $9.19), set FY2026 guidance of 38.80–39.20 EPS, and declared a quarterly dividend of $0.82 (annual $3.28, ~0.4% yield).

Fulcrum Wealth Advisors LLC acquired a new stake in shares of McKesson Corporation (NYSE:MCK - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 3,275 shares of the company's stock, valued at approximately $2,686,000. McKesson accounts for approximately 2.2% of Fulcrum Wealth Advisors LLC's investment portfolio, making the stock its 17th biggest position.

A number of other institutional investors have also recently bought and sold shares of MCK. GGM Financials LLC bought a new position in McKesson in the third quarter valued at approximately $25,000. State of Wyoming bought a new position in McKesson in the second quarter valued at approximately $29,000. Hopwood Financial Services Inc. bought a new position in McKesson in the third quarter valued at approximately $31,000. Board of the Pension Protection Fund bought a new position in McKesson in the fourth quarter valued at approximately $33,000. Finally, Vermillion & White Wealth Management Group LLC bought a new position in McKesson in the third quarter valued at approximately $33,000. Institutional investors and hedge funds own 85.07% of the company's stock.

Insider Activity

In related news, CAO Napoleon B. Rutledge, Jr. sold 328 shares of the business's stock in a transaction on Friday, February 6th. The shares were sold at an average price of $955.00, for a total transaction of $313,240.00. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Michele Lau sold 2,725 shares of the business's stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $990.00, for a total transaction of $2,697,750.00. Following the transaction, the executive vice president owned 3,247 shares in the company, valued at approximately $3,214,530. The trade was a 45.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 3,592 shares of company stock valued at $3,518,555 in the last ninety days. Corporate insiders own 0.08% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on MCK shares. UBS Group cut their price target on shares of McKesson from $1,012.00 to $1,000.00 and set a "buy" rating on the stock in a research note on Wednesday, April 22nd. Weiss Ratings lowered shares of McKesson from a "buy (a-)" rating to a "buy (b+)" rating in a research note on Thursday, February 5th. Barclays boosted their price objective on shares of McKesson from $960.00 to $1,050.00 and gave the stock an "overweight" rating in a research report on Wednesday, February 18th. TD Cowen boosted their price objective on shares of McKesson from $1,000.00 to $1,012.00 and gave the stock a "buy" rating in a research report on Thursday, February 5th. Finally, Raymond James Financial set a $970.00 price objective on shares of McKesson in a research report on Thursday, March 5th. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat.com, McKesson has a consensus rating of "Moderate Buy" and a consensus target price of $972.27.

McKesson Stock Down 0.7%

Shares of MCK stock opened at $808.15 on Tuesday. The company's fifty day simple moving average is $894.86 and its 200-day simple moving average is $860.34. The firm has a market cap of $98.99 billion, a PE ratio of 23.24, a P/E/G ratio of 1.18 and a beta of 0.35. McKesson Corporation has a 12 month low of $637.00 and a 12 month high of $999.00.

McKesson (NYSE:MCK - Get Free Report) last issued its earnings results on Wednesday, February 4th. The company reported $9.34 earnings per share for the quarter, topping analysts' consensus estimates of $9.19 by $0.15. The business had revenue of $106.16 billion for the quarter, compared to the consensus estimate of $105.98 billion. McKesson had a net margin of 1.09% and a negative return on equity of 338.97%. The firm's revenue for the quarter was up 11.4% on a year-over-year basis. During the same period in the previous year, the company earned $8.03 earnings per share. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. On average, equities analysts predict that McKesson Corporation will post 39.02 earnings per share for the current fiscal year.

McKesson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 1st will be issued a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date is Monday, June 1st. McKesson's payout ratio is presently 9.43%.

McKesson Profile

McKesson Corporation NYSE: MCK is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.

The company's core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.

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