MCK · McKesson Corporation — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on MCK. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About MCK · McKesson Corporation
McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: North American Pharmaceutical, Oncology & Multispecialty, Prescription Technology Solutions, and Medical-Surgical Solutions. The company distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products; delivers products to retail pharmacies, hospitals, long-term care centers, clinics, and institutions; and provides logistics and distribution services for manufacturers. It also provides consulting, outsourcing, technological, and other services, as well as sells financial, operational, and clinical solutions to pharmacies; gene therapy with InspiroGene, practice consulting, and vaccine distribution services; and technology solutions, as well as research, insights, technologies, and services to improve cancer and specialty care. In addition, the company helps in solving medication access, affordability, and adherence challenges for patients by working across healthcare to connect patients, pharmacies, providers, pharmacy benefit managers, health plans, and biopharma companies. Further, it offers technology services, which includes electronic prior authorization, prescription price transparency, benefit insight, dispensing support services, patient enrollment, third-party logistics, and wholesale distribution support; medical-surgical supplies, laboratory equipment, pharmaceutical distribution, logistics, and other services to healthcare providers, including physician offices, surgery centers, and hospital reference labs, nursing homes, hospice and home health care agencies, government facilities ,and online marketplaces and retailers. McKesson Corporation was founded in 1833 and is headquartered in Irving, Texas.
Live Quote
HOLD (score -1) · 12-1 mom 6.3% · RSI 47.1 · below_both · -23.3% from high
Targets blend Wall Street consensus (15 analysts: low $812.00 / mean $941.40 / high $1065.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
No insider conviction buying, technicals are weak (below 50DMA), and structural headwinds (IRA pricing pressure, GLP-1 volume softness, customer concentration) outweigh the modest earnings catalyst. Elevated IV is present but insufficient to justify an income structure without a clearer range thesis or defensive catalyst.
No insider conviction buying, technicals are weak (below 50DMA), and structural headwinds (IRA pricing pressure, GLP-1 volume softness, customer concentration) outweigh the modest earnings catalyst. Elevated IV is present but insufficient to justify an income structure without a clearer range thesis or defensive catalyst.
The investigation triggered on 30 recent Form 4 filings over 14 days, but deep reading of every transaction reveals this is a scheduled RSU vesting cluster (all code M), not discretionary open-market purchases. Brian Tyler and Britt Vitalone exercised pre-vested RSUs; sales were under Rule 10b5-1 plans adopted months earlier. No insider put new capital to work in the last 90 days — there are zero P-code (purchase) transactions among any executive. The stock has pulled ~24% from its $999 52-week high, sitting at $754 with a forward P/E of ~15x and solid earnings growth (+37% YoY). Revenue missed Q1 estimates on GLP-1 volume softness and branded pharma pricing headwinds from IRA. Analyst consensus remains bullish ($949 target), but near-term upside catalysts are thin before Aug 5 earnings — making this a structurally interesting income candidate rather than an asymmetric long.
MCK triggered on a cluster of recent Form 4 filings — but all four filed May 21 were PSU vesting events (code A at $0), not open-market purchases. No genuine P-code buys appear in the last 14 days; earlier filings show selling by multiple insiders (Michele Lau sold ~$2.7M in March 2026). The stock is down ~23% from its 52-week high of $995 set in early March 2026 to current ~$766, driven primarily by a Q1 FY2027 revenue miss ($96.3B vs. analyst expectations) attributed to branded pharmaceutical pricing declines and sequential GLP-1 volume softness — not structural business deterioration. Earnings quality remains solid (FY2026 adjusted EPS +18% YoY; consistent positive beats). The company has been actively restructuring its balance sheet with two new credit facilities in April 2026, refinancing at scale ($5B revolving + $2B secured MMS facility), signaling financial health rather than stress. At ~15.2x forward P/E vs. a $949 analyst consensus target and ~23% below the 52-week high, the stock is not cheap but has re-rated down meaningfully on near-term headwinds that appear transitory.