MCK
MCKESSON CORPEvidence as of 2026-10-10The desk's Snapshot
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Overview · MCKESSON CORP
McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International. The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products. This segment also…
Management team
- Paul A. Smith · Senior Vice President of TaxesFind on LinkedIn
- Ms. Rachel Rodriguez · Vice President of Investor RelationsFind on LinkedIn
- Ms. Michele Lau J.D. · Executive VP & Chief Legal OfficerFind on LinkedIn
- Mr. Britt J. Vitalone CPA · Executive VP & CFOFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.7 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is Cautious ( -0.7 of a possible +2; was -0.7 before the debate) and confidence in the surviving claims is high. Reported revenue for the three‑month periods was $97,827,000,000 in Q1 2026 (fiscal quarter ended 2025-07-31), $103,150,000,000 in Q2 2026 (fiscal quarter ended 2025-10-31), $106,158,000,000 in Q3 2026 (fiscal quarter ended 2026-01-30) and $105,380,000,000 in Q1 2027 (fiscal quarter ended 2026-07-31).
Gross profit and operating income rose through Q3 2026 then softened in Q1 2027: gross profit moved from $3,279,000,000 (Q1 2026) to $3,542,000,000 (Q2 2026) and $3,685,000,000 (Q3 2026 and Q1 2027); operating income was $1,036,000,000 (Q1 2026), $1,407,000,000 (Q2 2026), $1,619,000,000 (Q3 2026) and $1,319,000,000 (Q1 2027). Net income and diluted EPS show a decline in the most recent quarter versus prior quarters — net income fell to $614,000,000 in Q1 2027 from $1,186,000,000 in Q3 2026, and diluted EPS fell to $5.15 in Q1 2027 from $9.59 in Q3 2026.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Reported revenue for the three-month periods: $97,827,000,000 in fiscal Q1 2027 (2025-04-01 to 2025-06-30), $103,150,000,000 in fiscal Q2 2026 (2025-07-01 to 2025-09-30), $106,158,000,000 in fiscal Q3 2026 (2025-10-01 to 2025-12-31), and $105,380,000,000 in fiscal Q1 2027 (2026-04-01 to 2026-06-30).
XBRL companyfacts · 0000927653-26-000234Gross profit for the three-month periods rose from $3,279,000,000 (fiscal Q1 2026, 2025-04-01 to 2025-06-30) to $3,542,000,000 (fiscal Q2 2026, 2025-07-01 to 2025-09-30) and $3,685,000,000 (fiscal Q3 2026, 2025-10-01 to 2025-12-31 and fiscal Q1 2027, 2026-04-01 to 2026-06-30 reported at the same level).
XBRL companyfacts · 0000927653-26-000234Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The 10-K filed 2026-05-08 adds explicit risk language that the Company is a defendant in many litigation matters alleging claims related to the distribution of controlled substances (opioids), and that the Company is sometimes named in new, similar cases involving governmental and private plaintiffs.
10-K filed 2026-05-08The 10-K filed 2026-05-08 adds risk language that privacy, cybersecurity, data protection, and AI laws and guidance increase the Company's compliance burden and expose it to risks, noting that use of AI could lead to misuse or public disclosure of confidential information.
10-K filed 2026-05-08Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Momentum measures are positive: 3-month +15.6%, 6-month +8.6%, and 12-1 momentum +25.2%, with momentum_6m at the 59th percentile and momentum_12_1 at the 70th percentile versus the research universe.
Moneyta signal set · 2026-10-09weakened in debatePrice is above key moving averages: price vs 50-day SMA +6.2% and price vs 200-day SMA +10.5%, and the golden_cross flag is true.
Moneyta signal set · 2026-10-09Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Total institutional 13F-reported holdings in the company were listed as $78.25B as of the period ended 2026-06-30 (13F filings carry a 45-day reporting lag).
13F holdings · 2025 filers · as of 2026-06-30The 13F-reported aggregate value declined by 12.6% quarter-over-quarter, with 200 positions exited and a net holder count change of -27, as of the period ended 2026-06-30.
13F holdings · 2025 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple outlets reported McKesson joining a $5.8 billion acquisition of Option Care Health, with articles published 9 October 2026 describing the deal and McKesson’s role.
News · finance.yahoo.com · 2026-10-09A separate outlet also published the Option Care Health acquisition story on 9 October 2026, indicating the same $5.8 billion transaction was covered by more than one distinct publication.
News · insidermonkey.com · 2026-10-09Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Chief Executive Officer TYLER BRIAN S. sold 8,463 shares for "$6.7M" on 2026-07-07 under a stated 10b5-1 plan.
Form 4 · TYLER BRIAN S. (Chief Executive Officer) · $6.7M sold · 2026-07-07Rutledge Napoleon B JR (SVP, Controller & CAO) sold 111 shares for "$99k" on 2026-09-08 under a stated 10b5-1 plan.
Form 4 · Rutledge Napoleon B JR (SVP, Controller & CAO) · $99k sold · 2026-09-08Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Free cash flow for the trailing twelve months is negative $3,977,000,000 and free cash flow per share is negative $33.3641 for the trailing twelve months.
Valuation inputs · SEC XBRL + stored EOD closeNet cash provided by/used in operating activities for the trailing twelve months is negative $3,570,000,000 while capital expenditures for the trailing twelve months are $407,000,000.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several recent data points jointly support a constructive read on the company from an informational standpoint. Gross profit showed sequential improvement across reported quarters and trailing twelve-month operating income and EBITDA are positive, indicating underlying operating profitability despite near-term noise in net income and EPS. The company materially reduced shares outstanding and reported sizable repurchases while cash and cash equivalents increased meaningfully, which together can support per-share metrics and strategic flexibility. Market signals and news flow — positive momentum, price above key moving averages, coverage of a $5.8B deal participation and an extended CVS distribution tie — provide corroborating market- and event-driven context for a favorable market stance. These observations can be viewed alongside the company’s sizeable institutional ownership and coverage by sell-side analysts as additional market validation of the operational and strategic narrative.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.34
41 surviving claims rest on 19 distinct sources; the heaviest analyst carries 22% of them, and 99% of what the desk raised survived the debate.
The surviving-read set rests on a moderate breadth of sources but with notable concentration: a single analyst contribution carries a sizable share and almost all raised points survived debate, which reduces the internal skepticism applied to these claims. That combination means the read is informative but relatively fragile — useful for situational awareness, yet it should be corroborated by fresh filings or independent data before being weighted heavily.
Peer context · computed, not argued
12-1 momentum ranks 2nd of 3 in Medical Distribution (as of 2026-10-09).
6-month relative strength ranks 2nd of 3 in Medical Distribution (as of 2026-10-09).
90-day volatility ranks 2nd of 3 in Medical Distribution (as of 2026-10-09).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
10 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer−0.2 to the score
8 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−1.2 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.1 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis−0.2 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
6 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot−0.5 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on MCK Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.