McKesson stock falls 1.27 percent as guidance supports outlook

Published on 09/25/2026 at 13:00 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

McKesson stock posted USD 869.36 on September 24, 2026, below its 52-week high. Fiscal 2027 adjusted EPS guidance stands at USD 44.20-45.00.

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McKesson stock (ISIN US58155Q1031) stood at USD 869.36 on the NYSE on September 24, 2026 at 4:00 p.m. ET, down USD 11.14 or 1.27 percent from the prior close. The company has set its next reporting date for November 4, 2026, according to Business Wire on September 23, 2026.

Guidance rises after a strong quarter

McKesson reported fiscal 2027 first-quarter revenue of USD 105.38 billion, up 8 percent year over year, while adjusted earnings per diluted share increased 20 percent to USD 9.93. Yahoo Finance reported the figures on September 4, 2026.

The adjusted EPS result exceeded the USD 9.44 consensus estimate by USD 0.49, while revenue surpassed the USD 104.39 billion estimate by USD 0.99 billion. McKesson also lifted fiscal 2027 adjusted EPS guidance from USD 43.80-44.60 to USD 44.20-45.00, implying adjusted EPS growth of 13-15 percent.

Specialty medicines drive growth

The business mix explains why management raised the outlook. Oncology and Multispecialty revenue increased 33 percent to USD 14.22 billion in the fiscal first quarter, while GLP-1 medication distribution revenue rose 24 percent year over year to USD 15 billion, according to Yahoo Finance.

The counter-factor is visible in the GAAP numbers: diluted EPS was USD 5.15, compared with USD 6.25 in the year-earlier quarter. The decline reflected a USD 293 million redemption value adjustment tied to redeemable noncontrolling interests in Medical-Surgical Solutions, rather than the underlying adjusted earnings trend.

Analyst target sits above the stock

Royal Bank of Canada reiterated a Sector Perform rating and set an USD 845.00 price target on September 14, 2026, as MarketBeat reported. The broader consensus on that page was Moderate Buy with an average target of USD 973.44.

Stock remains below its yearly high

At USD 869.36, McKesson was 12.98 percent below its 52-week high of USD 999.00 and above its 52-week low of USD 723.68 on September 24, 2026. Trading volume was 592,851 shares and market capitalization was USD 101,782,930,080 on the same date.