McKesson Corporation $MCK Shares Purchased by SG Americas Securities LLC

Key Points

• SG Americas Securities LLC increased its position in McKesson by 2,030% in Q4, purchasing 129,392 shares to hold 135,766 shares worth about $111.37 million (roughly 0.11% of the company).
• McKesson beat quarterly expectations with EPS $9.34 versus $9.19 and revenue of $106.16 billion (up 11.4% year-over-year), and issued FY2026 guidance of EPS 38.800–39.200.
• Analysts are broadly positive—13 Buy ratings vs. 4 Holds—with an average rating of "Moderate Buy" and an average price target of $960.93.

SG Americas Securities LLC increased its position in shares of McKesson Corporation (NYSE:MCK - Free Report) by 2,030.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 135,766 shares of the company's stock after purchasing an additional 129,392 shares during the period. SG Americas Securities LLC owned 0.11% of McKesson worth $111,367,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. GGM Financials LLC acquired a new position in McKesson in the 3rd quarter valued at about $25,000. State of Wyoming acquired a new stake in shares of McKesson during the 2nd quarter worth approximately $29,000. Hopwood Financial Services Inc. acquired a new stake in shares of McKesson during the 3rd quarter worth approximately $31,000. Board of the Pension Protection Fund purchased a new stake in shares of McKesson during the 4th quarter valued at approximately $33,000. Finally, Vermillion & White Wealth Management Group LLC purchased a new stake in shares of McKesson during the 3rd quarter valued at approximately $33,000. 85.07% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on MCK shares. Leerink Partners reiterated an "outperform" rating and issued a $1,085.00 price objective on shares of McKesson in a research report on Thursday, March 5th. Wall Street Zen upgraded McKesson from a "hold" rating to a "buy" rating in a research report on Sunday. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating on shares of McKesson in a research note on Wednesday, December 10th. Evercore reiterated an "outperform" rating on shares of McKesson in a report on Thursday, March 5th. Finally, TD Cowen raised their price objective on McKesson from $1,000.00 to $1,012.00 and gave the stock a "buy" rating in a research report on Thursday, February 5th. Thirteen analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $960.93.

Insider Activity at McKesson

In other news, EVP Leann B. Smith sold 190 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $945.00, for a total transaction of $179,550.00. Following the sale, the executive vice president owned 2,989 shares of the company's stock, valued at approximately $2,824,605. This represents a 5.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Napoleon B. Rutledge, Jr. sold 328 shares of the firm's stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $955.00, for a total transaction of $313,240.00. The SEC filing for this sale provides additional information. Insiders sold a total of 3,868 shares of company stock worth $3,743,820 over the last ninety days. Company insiders own 0.08% of the company's stock.

McKesson Stock Performance

McKesson stock opened at $878.61 on Tuesday. The company has a market capitalization of $107.62 billion, a PE ratio of 25.27, a price-to-earnings-growth ratio of 1.43 and a beta of 0.38. McKesson Corporation has a fifty-two week low of $637.00 and a fifty-two week high of $999.00. The firm has a 50 day moving average price of $904.74 and a 200 day moving average price of $835.82.

McKesson (NYSE:MCK - Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The company reported $9.34 EPS for the quarter, topping analysts' consensus estimates of $9.19 by $0.15. McKesson had a negative return on equity of 338.97% and a net margin of 1.09%.The company had revenue of $106.16 billion for the quarter, compared to analysts' expectations of $105.98 billion. During the same period in the prior year, the firm earned $8.03 earnings per share. The firm's revenue was up 11.4% compared to the same quarter last year. McKesson has set its FY 2026 guidance at 38.800-39.200 EPS. As a group, equities research analysts forecast that McKesson Corporation will post 32.77 earnings per share for the current year.

McKesson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 2nd will be paid a dividend of $0.82 per share. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $3.28 annualized dividend and a yield of 0.4%. McKesson's dividend payout ratio is presently 9.43%.

About McKesson

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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