McKesson Corporation ($MCK) Stock Forecast: Down 4.2% Today

What is McKesson Corporation?

McKesson Corporation (MCK) is a healthcare company that operates in North America, focusing on pharmaceutical distribution, oncology, and specialty services. The company has recently reported strong financial performance and made strategic decisions to refocus its operations.

Why is McKesson Corporation going down?

MCK stock is down 4.2% on Feb 12, 2026 19:06

• The stock of McKesson (MCK) experienced a bearish movement despite positive developments and strong third-quarter results.
• The refocusing on North American operations and the spin-off of the medical-surgical segment might have initially raised concerns among investors about the company's future growth prospects.
• Interoperability challenges in the healthcare sector could have contributed to market uncertainty, potentially impacting McKesson's stock performance.
• Despite positive outlook from analysts and the company's strategic moves, investors may be cautious about the potential risks associated with the shift in focus and the broader industry challenges.

MCK Price Chart

MCK Technical Analysis

MCK News

BofA Remains Bullish on McKesson (MCK) Following Strong Third Quarter Performance

BofA has reiterated its 'Buy' rating on McKesson Corporation (MCK) and increased its price target to $970 after the company reported strong third-quarter results. McKesson's revenue and EPS surpassed street expectations, driven by solid performance in its North American Pharmaceutical and Oncology & Multispecialty segments. The company also raised its fiscal 2026 adjusted EPS forecast due to strong demand for specialty drugs and high prescription volumes in the U.S. pharmaceutical segment.

https://finviz.com/news/307983/bofa-remains-bullish-on-mckesson-mck-following-strong-third-quarter-performance

BofA remains bullish on McKesson (MCK) following strong third quarter performance

Bank of America reiterated its Buy rating and increased its price target for McKesson (MCK) to $622 following the company's strong third-quarter fiscal year 2024 results. The company exceeded expectations with revenue of $79 billion and adjusted EPS of $7.04, driven by growth across all segments. BofA anticipates continued strong performance, largely due to demand for GLP-1 drugs and potential operating expense leverage.

https://www.msn.com/en-us/money/savingandinvesting/bofa-remains-bullish-on-mckesson-mck-following-strong-third-quarter-performance/ar-AA1W9Ujj?ocid=finance-verthp-feeds

Interoperability woes still plague healthcare in 2026. Here's what to do about it.

Healthcare continues to struggle with interoperability in 2026, posing significant challenges for implementing new technologies like AI and achieving a holistic view of patient care. Experts suggest strategies to overcome these issues, including improving data quality at the source, connecting to health information exchanges (HIEs), and widely adopting industry standards such as FHIR and USCDI. These efforts aim to bridge data silos, enhance data access for clinicians, and ensure that technological advancements benefit all communities, not just the affluent.

https://www.techtarget.com/searchhealthit/feature/Interoperability-woes-still-plague-healthcare-in-2026-Heres-what-to-do-about-it

McKesson Refocuses On North America With Spin Off And Oncology Growth

McKesson has completed its exit from European operations and plans to spin off its medical-surgical segment to concentrate on North American businesses, particularly oncology and specialty services. This strategic shift, reflected in raised full-year guidance, aims to streamline its portfolio and focus on higher-value healthcare services. Investors should track the separation of the medical-surgical unit and performance in oncology and biopharma services, as the company trades diversification for a more focused, yet potentially riskier, model.

https://simplywall.st/stocks/us/healthcare/nyse-mck/mckesson/news/mckesson-refocuses-on-north-america-with-spin-off-and-oncolo

5 Insightful Analyst Questions From McKesson's Q4 Earnings Call

McKesson's Q4 results met revenue expectations and slightly surpassed EPS estimates, driven by strong oncology performance, expanded biopharma services, and North American pharmaceutical distribution. Management attributed success to recent acquisitions and technology investments, which are improving workflow efficiency and productivity. Analyst questions focused on margin improvement drivers, the impact of technology investments, regulatory concerns, and capital allocation strategies.

https://finviz.com/news/307114/5-insightful-analyst-questions-from-mckessons-q4-earnings-call

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McKesson Corporation Price History

02.00.2026 - MCK Stock was up 1.4%

• Accurate Wealth Management LLC and Allspring Global Investments Holdings LLC notably increased their holdings in McKesson Corporation, signaling a rise in confidence in the company's future.
• McKesson's Q3 earnings exceeded expectations, with a 10.2% year-over-year revenue growth, surpassing EPS projections. This strong financial performance likely contributed to the uptick in the stock.
• Analysts uphold a "Moderate Buy" consensus rating on McKesson, with a target price of $892.86, reflecting positivity about the company's growth potential.
• The steady performance of McKesson shares relative to the NYSE Composite Index highlights the company's consistent and reliable position in the market, making it an attractive investment option.

05.01.2026 - MCK Stock was up 16.6%

• McKesson experienced a strong bullish movement today due to robust fiscal third-quarter results, particularly in key segments like oncology and pharmaceutical distribution.
• The planned IPO of its medical surgical business by the second half of 2027 demonstrates a strategic shift towards a more focused approach.
• Positive sentiment surrounding McKesson's financial performance and surpassing analyst expectations have led to an all-time high stock price, boosting investor confidence.
• McKesson's solid operational strategies, strong financial results, and growth potential in the healthcare sector have made it an attractive investment option, contributing to the bullish market movement.

05.01.2026 - MCK Stock was up 13.6%

• Strong fiscal third-quarter results were reported by McKesson, with a focus on oncology, biopharma services, and pharmaceutical distribution, leading to a bullish market movement.
• The company's strategic shift towards its core drug distribution and services, as well as the potential IPO of its medical surgical business, has garnered positive investor sentiment and contributed to the stock's surge.
• Despite a Zacks Rank of #3 (Hold) and cautious outlook, the overall market response to McKesson's robust operational strategies and exceeding analyst expectations in Q3 fiscal 2026 results has been overwhelmingly positive, driving the stock to new heights.

05.01.2026 - MCK Stock was up 13.6%

• MCK witnessed a strong uptrend in trading today.
• This positive movement could be linked to the company's Q3 2026 results, where although revenue slightly missed expectations, the adjusted EPS exceeded forecasts. This robust performance and the raised annual profit guidance likely bolstered investor confidence.
• The favorable atmosphere in the healthcare domain, exemplified by Cardinal Health (CAH) surpassing estimates and revising its profit outlook due to heightened demand for specialized medications, may have further influenced MCK's upward trajectory.
• Investors seem positive about McKesson's strategic positioning in healthcare, particularly its emphasis on specialty pharmaceuticals and potential growth prospects within the market.

23.08.2025 - MCK Stock was up 5.1%

• McKesson's stock price rose by +1.19% higher than the market, indicating strong investor interest.
• This bullish movement could be attributed to positive earnings reports, potential new partnerships, or overall optimism in the healthcare sector.
• Investors may be reacting positively to McKesson's strategic initiatives or market developments, driving the stock price higher.
• The outperformance of McKesson compared to the market suggests that investors have confidence in the company's future prospects, leading to the bullish movement.

26.08.2025 - MCK Stock was up 5.4%

• The stock of McKesson had a strong bullish movement today, outperforming the broader market.
• Information points to the long-term growth potential of investing in McKesson, showcasing how a $1000 investment made years ago would have significantly appreciated.
• Despite a recent dip in stock price, McKesson has historically shown resilience and strong performance, with an average annual return of 14.69% over the past 20 years.
• The positive movement in McKesson's stock price today could be attributed to the company's consistent growth trajectory and investor confidence in its long-term prospects, despite short-term fluctuations.

08.00.2026 - MCK Stock was down 2.2%

• The bearish movement in MCK's stock today could be attributed to the insider selling activity by Thomas Rodgers, the Chief Strategy & Business Development Officer. This could have raised concerns among investors about the company's future prospects.
• The fresh analyst commentary on McKesson's valuation, while highlighting its strong performance and earnings potential, may not have been enough to offset the impact of the insider selling news.
• The overall market sentiment towards healthcare supply chain companies like McKesson might have been affected by the potential risks mentioned, such as drug pricing pressures and vertical integration by manufacturers, leading to a bearish trend in the stock price.
• Despite the positive outlook on injectable GLP-1 drugs driving demand for related companies like West Pharmaceutical Services, the focus on McKesson's insider selling and valuation concerns could have overshadowed any potential industry growth prospects, contributing to the bearish movement in the stock.

05.00.2026 - MCK Stock was down 1.5%

• An increase in Motco's stake in McKesson Corporation might have initially boosted investor confidence, but various other factors could have shifted the overall market sentiment.
• The lowering of Cencora's price target by B of A Securities may have affected the pharmaceutical sector, including McKesson Corporation, leading to a bearish market trend.
• Despite positive news about the growth of the Palliative Care Market and McKesson's strong performance, the stock faced downward pressure possibly due to broader market conditions or specific internal concerns.
• Varied opinions on the stock performance and stability of Cencora Inc. in comparison to McKesson Corporation could have influenced investors to reallocate their funds, impacting McKesson's stock price negatively.

07.07.2025 - MCK Stock was down 5.2%

• McKesson (MCK) exceeded Q1 earnings and revenue projections, displaying robust financial results.
• Despite increased prescription volume driven by GLP-1 demand, lower margins might have influenced profitability.
• The company has demonstrated consistent growth and a strong average annual return, outperforming the market in the last 5 years.
• Today, McKesson (MCK) faced a bearish trend, declining more than the broader market, potentially linked to profit-taking following recent positive developments and concerns about margin pressures impacting profitability.

07.07.2025 - MCK Stock was down 7.5%

• Q1 earnings surpassed expectations and the FY26 EPS outlook was raised, but McKesson's stock faced a downward trend.
• Investor concerns were influenced by a decreasing gross margin and uncertainties regarding the company's spin-off plans, contributing to the decline in stock value.
• Despite strong prescription volume growth driven by GLP-1 demand, it may not have fully countered the impact of reduced margins on overall profitability.
• The market reaction, including a sell-off, seemed to indicate that investors were anticipating even more robust performance from McKesson despite the positive earnings outcomes.

12.01.2026 - MCK Stock was down 4.2%

• The stock of McKesson (MCK) experienced a bearish movement despite positive developments and strong third-quarter results.
• The refocusing on North American operations and the spin-off of the medical-surgical segment might have initially raised concerns among investors about the company's future growth prospects.
• Interoperability challenges in the healthcare sector could have contributed to market uncertainty, potentially impacting McKesson's stock performance.
• Despite positive outlook from analysts and the company's strategic moves, investors may be cautious about the potential risks associated with the shift in focus and the broader industry challenges.

06.00.2026 - MCK Stock was up 1.8%

• An institutional investor, Robeco Institutional Asset Management B.V., notably increased its holdings in McKesson Corporation, indicating strong confidence in the company's future.
• McKesson's Q3 earnings surpassed expectations, with earnings per share exceeding forecasts and a 10.2% revenue growth from the previous year, potentially boosting investor confidence.
• The company's emphasis on specialty and automation services, coupled with strategic expansions like venturing into the biopharma and provider ecosystem, played a key role in driving its positive earnings trajectory.
• Positive sentiments from analysts, institutional investors, and the company's financial performance likely contributed to the recent bullish movement in McKesson's stock.