McKesson Stock Price, News & Analysis

McKesson Corporation (NYSE: MCK) hosted its 2025 Investor Day, announcing significant strategic updates and improved financial outlook. The company raised its FY2026 Adjusted EPS guidance to $38.05-$38.55 from the previous $37.10-$37.90 range.

McKesson unveiled an updated organizational structure and new long-term growth targets, including an increased Adjusted EPS growth target of 13-16%, up from 12-14%. The company introduced segment-specific growth targets: North American Pharmaceutical (5-8%), Oncology & Multispecialty (13-16%), and Prescription Technology Solutions (10-13%).

The company is advancing its portfolio optimization, including the Medical-Surgical separation, while strengthening its position in oncology, multispecialty, and biopharma services platforms.

McKesson (NYSE: MCK) announced a strategic reorganization of its reportable segments, effective Q2 FY2026. The company will restructure into four main segments: North American Pharmaceutical, Oncology and Multispecialty, Prescription Technology Solutions, and Medical-Surgical Solutions.

The reorganization aims to enhance strategic focus on high-margin areas including oncology, multispecialty, and biopharma services. Notably, McKesson plans to separate its Medical-Surgical Solutions segment into an independent company, as announced in May 2025. Additionally, the company has entered into an agreement to sell its Norwegian operations, subject to regulatory approvals.

The company will provide additional details during its upcoming Investor Day on September 23, 2025.

McKesson Corporation (NYSE: MCK) has announced the release of its fiscal 2026 first quarter financial results. The company will host a live earnings conference call for investors on August 6, 2025, at 4:30 PM ET to discuss the quarterly performance.

Investors can access the financial results, earnings press release, financial tables, and slide presentation on McKesson's Investor Relations website. The audio webcast of the conference call will be available both live and archived at investor.mckesson.com/financials/quarterly-results.

McKesson Corporation (NYSE:MCK) has announced a 15% increase in its quarterly dividend to $0.82 per share from $0.71 per share. The dividend will be payable on October 1, 2025, to stockholders of record on September 2, 2025.

This marks McKesson's ninth consecutive annual dividend increase, demonstrating the company's commitment to returning capital to shareholders. CEO Brian Tyler emphasized that this decision reflects confidence in the company's business strength and dedication to creating long-term shareholder value.

McKesson Corporation (NYSE: MCK) has announced it will release its first quarter fiscal 2026 financial results after market close on Wednesday, August 6, 2025. The company will host a live webcast earnings conference call for investors at 4:30 PM Eastern Time to discuss the financial results. Both the live and archived versions of the audio webcast will be accessible through McKesson's Investor Relations website.

McKesson Corporation (NYSE: MCK) has announced plans to host an Investor Day event on September 23, 2025, in New York City. The event will feature presentations from the company's leadership team, including a Q&A session with CEO Brian Tyler and CFO Britt Vitalone. During the event, management will discuss McKesson's strategic priorities, growth strategies, and provide insights into the company's business outlook. Investors and interested parties can access a live webcast of the event and subsequent replay, along with presentation materials, through McKesson's Investor Relations website at investor.mckesson.com.

McKesson Corporation (NYSE: MCK) has completed the acquisition of a controlling interest in Core Ventures, a business services organization established by Florida Cancer Specialists & Research Institute (FCS). McKesson acquired approximately 70% stake in Core Ventures for $2.49 billion, while FCS physicians retained about 30% ownership. The strategic acquisition strengthens McKesson's position in community-based oncology care and expands The US Oncology Network. FCS, which operates across nearly 100 locations in Florida with more than 250 physicians and 280 advanced practice providers, will maintain independent ownership while joining The US Oncology Network. This acquisition aims to accelerate clinical development, improve patient outcomes, and expand access to quality cancer care in local communities.

McKesson Corporation (MCK) has announced its fiscal 2025 fourth quarter and full year financial results, along with fiscal 2026 guidance. The company also revealed plans to separate its Medical-Surgical Solutions business. The financial results and related materials are available on McKesson's Investor Relations website. The company has scheduled a live webcast earnings conference call for investors on May 8th at 4:30 PM ET to discuss the results. Investors can access the earnings press release, financial tables, slide presentation, and audio webcast through McKesson's Investor Relations portal.