McKesson（MCK *）株式概要マッケソン・コーポレーションは、米国内外でヘルスケアサービスを提供している。 詳細MCK * ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績5/6財務の健全性2/6配当金0/6報酬収益は年間6.79%増加すると予測されています 過去1年間で収益は44.5%増加しました アナリストらは、株価が25.9%上昇するだろうとほぼ一致している。 リスク分析株式の流動性は非常に低い 多額の負債を抱えている すべてのリスクチェックを見るMCK * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$13.45k12.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5b560b2016201920222025202620282031Revenue US$560.2bEarnings US$6.6bAdvancedSet Fair ValueView all narrativesMcKesson Corporation 競合他社CencoraSymbol: NYSE:CORMarket cap: US$52.7bCardinal HealthSymbol: NYSE:CAHMarket cap: US$46.9bSigma HealthcareSymbol: ASX:SIGMarket cap: AU$32.9bShanghai Pharmaceuticals HoldingSymbol: SHSE:601607Market cap: CN¥54.9b価格と性能株価の高値、安値、推移の概要McKesson過去の株価現在の株価US$13,450.0052週高値US$17,500.0052週安値US$12,403.36ベータ0.361ヶ月の変化-10.69%3ヶ月変化-17.08%1年変化-3.61%3年間の変化90.55%5年間の変化246.92%IPOからの変化1,249.05%最新ニュースUpcoming Dividend • May 25Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 01 July 2026. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Mexican dividend payers (5.6%). Lower than average of industry peers (9.9%).Reported Earnings • May 11Full year 2026 earnings released: EPS: US$38.53 (vs US$25.86 in FY 2025)Full year 2026 results: EPS: US$38.53 (up from US$25.86 in FY 2025). Revenue: US$403.4b (up 12% from FY 2025). Net income: US$4.76b (up 45% from FY 2025). Profit margin: 1.2% (up from 0.9% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • May 06Third quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 1st June 2026 Payment date: 1st July 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 4%.Declared Dividend • Apr 25Third quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 1st June 2026 Payment date: 1st July 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 4%.お知らせ • Apr 23McKesson Corporation Declares Regular Dividend, Payable on July 1, 2026The Board of Directors of McKesson Corporation declared a regular dividend of 82 cents per share of common stock. The dividend will be payable on July 1, 2026, to shareholders of record on June 1, 2026.お知らせ • Apr 22Apollo Global Management, Inc. (NYSE:APO) entered into a definitive agreement to acquire 13% stake in McKesson Medical-Surgical Inc. from McKesson Corporation (NYSE:MCK) for $1.3 billion.Apollo Global Management, Inc. (NYSE:APO) entered into a definitive agreement to acquire 13% stake in McKesson Medical-Surgical Inc. from McKesson Corporation (NYSE:MCK) for $1.3 billion on April 20, 2026. The consideration consists of convertible preferred equity of Apollo Global Management, Inc. having a value of $1.25 billion to be issued for common equity of McKesson Medical-Surgical Inc. Following the acquisition, McKesson will retain operating control and majority ownership of MMS and consolidate the results for financial reporting. The transaction is subject to regulatory approvals and customary closing conditions. Tracey Zaccone, Michael Anastasio, Salvatore Vanchieri, and Julian Azran of Latham & Watkins LLP acted as legal advisor for Apollo Global Management, Inc. Alan F. Denenberg and Michael Diz, Jason Bassetti, Patrick E. Sigmon, Liang Zhang, Adam Kaminsky, Frank Azzopardi, and Suzanne Munck af Rosenschold of Davis Polk & Wardwell LLP acted as legal advisor for McKesson Corporation.最新情報をもっと見るRecent updatesUpcoming Dividend • May 25Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 01 July 2026. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Mexican dividend payers (5.6%). Lower than average of industry peers (9.9%).Reported Earnings • May 11Full year 2026 earnings released: EPS: US$38.53 (vs US$25.86 in FY 2025)Full year 2026 results: EPS: US$38.53 (up from US$25.86 in FY 2025). Revenue: US$403.4b (up 12% from FY 2025). Net income: US$4.76b (up 45% from FY 2025). Profit margin: 1.2% (up from 0.9% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • May 06Third quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 1st June 2026 Payment date: 1st July 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 4%.Declared Dividend • Apr 25Third quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 1st June 2026 Payment date: 1st July 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 4%.お知らせ • Apr 23McKesson Corporation Declares Regular Dividend, Payable on July 1, 2026The Board of Directors of McKesson Corporation declared a regular dividend of 82 cents per share of common stock. The dividend will be payable on July 1, 2026, to shareholders of record on June 1, 2026.お知らせ • Apr 22Apollo Global Management, Inc. (NYSE:APO) entered into a definitive agreement to acquire 13% stake in McKesson Medical-Surgical Inc. from McKesson Corporation (NYSE:MCK) for $1.3 billion.Apollo Global Management, Inc. (NYSE:APO) entered into a definitive agreement to acquire 13% stake in McKesson Medical-Surgical Inc. from McKesson Corporation (NYSE:MCK) for $1.3 billion on April 20, 2026. The consideration consists of convertible preferred equity of Apollo Global Management, Inc. having a value of $1.25 billion to be issued for common equity of McKesson Medical-Surgical Inc. Following the acquisition, McKesson will retain operating control and majority ownership of MMS and consolidate the results for financial reporting. The transaction is subject to regulatory approvals and customary closing conditions. Tracey Zaccone, Michael Anastasio, Salvatore Vanchieri, and Julian Azran of Latham & Watkins LLP acted as legal advisor for Apollo Global Management, Inc. Alan F. Denenberg and Michael Diz, Jason Bassetti, Patrick E. Sigmon, Liang Zhang, Adam Kaminsky, Frank Azzopardi, and Suzanne Munck af Rosenschold of Davis Polk & Wardwell LLP acted as legal advisor for McKesson Corporation.Buy Or Sell Opportunity • Mar 23Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$15,651. The fair value is estimated to be Mex$20,161, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Mar 06McKesson Corporation to Report Q4, 2026 Results on May 07, 2026McKesson Corporation announced that they will report Q4, 2026 results After-Market on May 07, 2026お知らせ • Mar 05+ 1 more updateMckesson Corporation Announces CFO TransitionMcKesson Corporation announced Britt Vitalone, Executive Vice President and Chief Financial Officer (CFO), has elected to retire after a successful and distinguished 20-year career with the company, including more than eight years as CFO. Looking ahead, Kenny Cheung will join McKesson as CFO, effective May 29, 2026. Vitalone’s care and commitment to McKesson continues. While he will retire as the CFO, he will continue his work with McKesson, thereafter, as a strategic advisor to support a smooth transition and the planned separation of McKesson’s Medical Surgical Solutions. Cheung joins McKesson from Sysco, where he served as Executive Vice President and Chief Financial Officer, overseeing global financial planning and analysis, accounting, audit, tax, and corporate finance.Recent Insider Transactions • Feb 25Independent Director recently sold Mex$5.7m worth of stockOn the 19th of February, Maria Martinez sold around 349 shares on-market at roughly Mex$16,228 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Declared Dividend • Feb 17Third quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 2nd March 2026 Payment date: 1st April 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 4%.Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: US$9.63 (vs US$6.98 in 3Q 2025)Third quarter 2026 results: EPS: US$9.63 (up from US$6.98 in 3Q 2025). Revenue: US$106.2b (up 11% from 3Q 2025). Net income: US$1.19b (up 35% from 3Q 2025). Profit margin: 1.1% (up from 0.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jan 31Second quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 2nd March 2026 Payment date: 1st April 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 7%.お知らせ • Jan 28Mckesson Corporation Declares Dividend, Payable on April 1, 2026McKesson Corporation declares regular dividend of 82 cents per share of common stock. The dividend will be payable on Aril 1, 2026 to shareholders of record on March 2, 2026.お知らせ • Dec 22McKesson Corporation to Report Q3, 2026 Results on Feb 04, 2026McKesson Corporation announced that they will report Q3, 2026 results After-Market on Feb 04, 2026Upcoming Dividend • Nov 24Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 01 December 2025. Payment date: 02 January 2026. Payout ratio is a comfortable 9.1% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (2.4%).Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: US$8.95 (vs US$1.87 in 2Q 2025)Second quarter 2026 results: EPS: US$8.95 (up from US$1.87 in 2Q 2025). Revenue: US$103.2b (up 10% from 2Q 2025). Net income: US$1.11b (up 361% from 2Q 2025). Profit margin: 1.1% (up from 0.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$15,725, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 10x in the Healthcare industry in South America. Total returns to shareholders of 112% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$19,434 per share.お知らせ • Oct 30McKesson Corporation Declares Quarterly Dividend on Common Stock, Payable on January 2, 2026The Board of Directors of McKesson Corporation declared a regular dividend of 82 cents per share of common stock. The dividend will be payable on January 2, 2026 to shareholders of record on December 1, 2025.お知らせ • Sep 23McKesson Corporation to Report Q2, 2026 Results on Nov 05, 2025McKesson Corporation announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025Upcoming Dividend • Aug 26Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 02 September 2025. Payment date: 01 October 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (2.7%).Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: US$6.28 (vs US$7.05 in 1Q 2025)First quarter 2026 results: EPS: US$6.28 (down from US$7.05 in 1Q 2025). Revenue: US$97.8b (up 23% from 1Q 2025). Net income: US$784.0m (down 14% from 1Q 2025). Profit margin: 0.8% (down from 1.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Aug 02Fourth quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 2nd September 2025 Payment date: 1st October 2025 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 7%.お知らせ • Jul 30Mckesson Corporation Declares Regular Dividend, Payable on October 1, 2025The Board of Directors of McKesson Corporation declared a regular dividend of $0.82 per share of common stock, a 15% increase from $0.71 per share in the prior quarter. The dividend will be payable on October 1, 2025, to stockholders of record on September 2, 2025.お知らせ • Jun 30+ 2 more updatesMcKesson Corporation(NYSE:MCK) dropped from Russell 1000 Growth-Defensive IndexMcKesson Corporation(NYSE:MCK) dropped from Russell 1000 Growth-Defensive Indexお知らせ • Jun 26McKesson Corporation to Report Q1, 2026 Results on Aug 06, 2025McKesson Corporation announced that they will report Q1, 2026 results After-Market on Aug 06, 2025お知らせ • Jun 23McKesson Corporation, Annual General Meeting, Jul 30, 2025McKesson Corporation, Annual General Meeting, Jul 30, 2025.Upcoming Dividend • May 29Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 02 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (2.2%).お知らせ • May 01McKesson Corporation Declares Quarterly Dividend, Payable on July 1, 2025The Board of Directors of McKesson Corporation declared a regular dividend of 71 cents per share of common stock. The dividend will be payable on July 1, 2025, to stockholders of record on June 2, 2025.お知らせ • Apr 16McKesson Unveils Precision Care Companion, Revolutionizing Precision Medicine in Community OncologyMcKesson has launched a transformative initiative that will address the clinical challenges and administrative burden practices face in this new era of biomarker-directed oncology care. Precision Care Companion (PCC) is a consortium of industry experts, led by McKesson, that helps healthcare practices improve patient care. They do this through a multi-faceted approach that includes providing targeted education, technology enhancements, operational best practices, and detailed analytics on biomarker testing rates for different cancer diagnoses. The consortium model was intentionally chosen for its ability to unite diverse perspectives - physicians, clinicians, industry partners, and business leaders - creating a collaborative environment that drives innovation, uncovers real-world clinical challenges, and accelerates the adoption of precision technologies and therapies. With this innovative approach, McKesson is pioneering a new era in cancer treatment, enhancing the adoption of targeted therapies, and improving patient outcomes across community oncology. PCC is being deployed across The US Oncology Network (The Network), which supports more than 2,750 independent, community-based providers. This implementation allows the PCC team to support each step of the patient care journey -- from test ordering and results review to guideline-informed targeted therapy decisions -- and collate analytics and best practices to share across participating practices, driving continuous improvement in precision oncology. In addition to enabling enhanced clinical decision support within Ontada's iKnowMedSM electronic health record (EHR), a key focus of the program is to provide meaningful education and support to practices in a format that works best for them. All PCC participants have access to a robust range of educational and consultative services to meet their specific needs. Offerings include monthly master class webinars, a precision medicine boot camp, a molecular helpline for urgent questions about a specific patient's biomarker test results, and lab-agnostic molecular tumor boards.お知らせ • Apr 03McKesson Corporation (NYSE:MCK) completed the acquisition of 80% stake in PRISM Vision Group from Quad-C Management, Inc.McKesson Corporation (NYSE:MCK) signed a definitive agreement to acquire 80% stake in PRISM Vision Group from Quad-C Management, Inc. for approximately $850 million on February 4, 2025. A cash consideration of $850 million will be paid by McKesson Corporation. PRISM Vision physicians will continue to retain a 20% interest in PRISM Vision. The transaction is subject to customary closing conditions, including necessary regulatory clearances. David S. Ivill, Kristian A. Werling, Hunter R. Sharp, Joseph M. Parise, and Andrea Zazulia of McDermott Will & Emery LLP acted as legal advisor for PRISM Vision Group. Alan F. Denenberg, Jason Bassetti, Patrick E. Sigmon, Adam Kaminsky, Frank Azzopardi, and Suzanne Munck af Rosenschold of Davis Polk & Wardwell LLP acted as legal advisor for McKesson Corporation. Valentina Famparska, Roger J. Griesmeyer, Dilen Kumar, and M. Ramana Rameswaran of Katten Muchin Rosenman LLP acted as legal advisor for PRISM Vision Group. McKesson Corporation (NYSE:MCK) completed the acquisition of 80% stake in PRISM Vision Group from Quad-C Management, Inc. on April 2, 2025.お知らせ • Apr 02McKesson Corporation to Report Q4, 2025 Results on May 08, 2025McKesson Corporation announced that they will report Q4, 2025 results After-Market on May 08, 2025お知らせ • Feb 04McKesson Corporation (NYSE:MCK) agreed to acquire 80% stake in PRISM Vision Group from Quad-C Management, Inc. for approximately $850 million.McKesson Corporation (NYSE:MCK) agreed to acquire 80% stake in PRISM Vision Group from Quad-C Management, Inc. for approximately $850 million on February 4, 2025. A cash consideration of $850 million will be paid by McKesson Corporation. PRISM Vision physicians will continue to retain a 20% interest in PRISM Vision. The transaction is subject to approval by regulatory board / committee.お知らせ • Jan 30McKesson Corporation Declares Regular Dividend, Payable on April 1, 2025The board of directors of McKesson Corporation declared a regular dividend of 71 cents per share of common stock. The dividend will be payable on April 1, 2025, to stockholders of record on March 3, 2025.お知らせ • Dec 30McKesson Corporation to Report Q3, 2025 Results on Feb 05, 2025McKesson Corporation announced that they will report Q3, 2025 results After-Market on Feb 05, 2025お知らせ • Nov 12McKesson, Oracle, Thoma Bravo Reportedly Among Finalists to Acquire VeradigmMcKesson Corporation (NYSE:MCK) and Oracle Corporation (NYSE:ORCL) are among the finalists seeking to acquire electronic medical records company Veradigm Inc. (OTCPK:MDRX), Axios reported on November 10, 2024, citing sources. According to the report, a deal is expected to top Veradigm’s $1 billion market cap due to the lower antitrust risk from the incoming Trump administration. One source was quoted as saying that the companies and private-equity firm Thoma Bravo could possibly have asked for a small discount due to possible increased antitrust scrutiny due to their medical data holdings. Axios reported that sources said Thoma Bravo was particularly interested due to its NextGen portfolio company. The sources reportedly said that CVS Health (CVS) had looked at Veradigm but dropped out amid its own strategic review. Axios reported that a deal is expected to be reached by Thanksgiving, the sources said. Veradigm, McKesson, Oracle, and Thoma Bravo did not immediately respond to requests for comment by Seeking Alpha.New Risk • Nov 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 34% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Negative equity (-US$2.6b). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).Declared Dividend • Nov 03First quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 2nd December 2024 Payment date: 2nd January 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 11%.お知らせ • Oct 31McKesson Corporation Declares Quarterly Dividend, Payable on January 2, 2025The Board of Directors of McKesson Corporation declared a regular dividend of 71 cents per share of common stock. The dividend will be payable on January 2, 2025, to stockholders of record on December 2, 2024.お知らせ • Oct 01McKesson Launches InspiroGene, a Dedicated Business to Guide and Support the Commercialization of Cell and Gene TherapiesMcKesson Corporation announced the launch of InspiroGene™ by McKesson, a dedicated business focused solely on supporting the commercialization of cell and gene therapies (CGTs). With a scalable, flexible suite of services and an experienced leadership team, InspiroGene enables manufacturers, payers, and providers to navigate the complex CGT commercialization landscape to ensure patients can access the life-changing treatments they need. InspiroGene brings unparalleled experience in every stage of the CGT life cycle and has established the following solutions to address the complex challenges of bringing CGTs to market: Third-party logistics (3PL) programs that meet the unique demands of CGT manufacturers, with financial management solutions, logistics, and cutting-edge data analytics to provide seamless operations for CGTs. Specialty distribution services that leverage McKesson’s extensive supply chain network, offering high-touch logistics and advanced data analytics to ensure CGTs reach patients efficiently and effectively. Biologics specialty pharmacy solutions dedicated to CGTs, including precision dispensing to expedite time to treatment, and patient management services to efficiently address the unique needs of patients based on therapy type. CGT dedicated patient hub that provides tailored access and support services for patients, as well as operational case management for providers, patients, and caregivers. In addition, InspiroGene offers a technology platform that provides visibility within the CGT value chain by integrating product data and financial flows to empower CGT manufacturers, providers, and patients to deliver exceptional care and achieve transformative clinical outcomes.お知らせ • Sep 24McKesson Corporation to Report Q2, 2025 Results on Nov 06, 2024McKesson Corporation announced that they will report Q2, 2025 results After-Market on Nov 06, 2024Board Change • Sep 11High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Deborah Dunsire was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: US$7.05 (vs US$7.07 in 1Q 2024)First quarter 2025 results: EPS: US$7.05 (down from US$7.07 in 1Q 2024). Revenue: US$79.3b (up 6.4% from 1Q 2024). Net income: US$915.0m (down 4.5% from 1Q 2024). Profit margin: 1.2% (down from 1.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Declared Dividend • Aug 05Fourth quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 30th August 2024 Payment date: 1st October 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 9%.お知らせ • Aug 02McKesson Corporation Declares Regular Dividend on Common Stock, Payable on October 1, 2024The Board of Directors of McKesson Corporation declared a regular dividend of $0.71 per share of common stock, a 15% increase from $0.62 per share in the prior quarter. The dividend will be payable on October 1, 2024, to stockholders of record on September 2, 2024.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$10,699, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Healthcare industry in South America. Total returns to shareholders of 185% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$19,072 per share.お知らせ • Jun 27McKesson Corporation to Report Q1, 2025 Results on Aug 07, 2024McKesson Corporation announced that they will report Q1, 2025 results After-Market on Aug 07, 2024お知らせ • Jun 10McKesson Corporation, Annual General Meeting, Jul 31, 2024McKesson Corporation, Annual General Meeting, Jul 31, 2024.お知らせ • Jun 05Mckesson Corporation Elects Deborah Dunsire as New DirectorMcKesson Corporation announced that the McKesson board of directors has elected Dr. Deborah Dunsire as a director and member of the Compensation and Talent Committee and Finance Committee, effective June 3, 2024. Dr. Dunsire joins the board with over 30 years of experience leading large, matrixed organizations in the biopharmaceutical, oncology and other specialty industries. Most recently, she retired from her role as president and chief executive officer of H. Lundbeck A/S, a biopharmaceutical company specializing in developing and delivering transformative therapies for brain diseases. Prior to that, she held executive leadership roles for several pharmaceutical companies including XTuit Pharmaceuticals, FORUM Pharmaceuticals, Millennium: The Takeda Oncology Company and Millennium Pharmaceuticals. Dr. Dunsire started her career as a primary care physician in Johannesburg, South Africa. Dr. Dunsire currently serves on the boards of directors of Syros Pharmaceuticals Inc. and Ultragenyx Pharmaceutical Inc. She received her medical degree from the University of Witwatersrand in Johannesburg, South Africa. Board members Linda Mantia, who is no longer independent, and Susan Salka, who has served on the board for almost ten years, will not be standing for re-election at the 2024 Annual Meeting of Shareholders. Upon the election of all proposed director nominees at the Annual Meeting, the size of the board will be reduced to 11 members, 10 of whom are independent.Upcoming Dividend • May 30Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Mexican dividend payers (6.6%). Lower than average of industry peers (2.3%).Recent Insider Transactions • May 16Independent Director recently sold Mex$5.7m worth of stockOn the 13th of May, Susan Salka sold around 611 shares on-market at roughly Mex$9,380 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$11m more than they bought in the last 12 months.Board Change • May 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kevin Ozan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 25McKesson Corporation Declares Quarterly Dividend, Payable on June 3, 2024The Board of Directors of McKesson Corporation declared a regular dividend of 62 cents per share of common stock. The dividend will be payable on July 1, 2024, to stockholders of record on June 3, 2024.Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kevin Ozan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 28McKesson Corporation to Report Q4, 2024 Results on May 07, 2024McKesson Corporation announced that they will report Q4, 2024 results After-Market on May 07, 2024Board Change • Feb 29High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kevin Ozan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: US$4.45 (vs US$7.71 in 3Q 2023)Third quarter 2024 results: EPS: US$4.45 (down from US$7.71 in 3Q 2023). Revenue: US$80.9b (up 15% from 3Q 2023). Net income: US$589.0m (down 45% from 3Q 2023). Profit margin: 0.7% (down from 1.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Board Change • Feb 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kevin Ozan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 01Mckesson Corporation Declares Quarterly Dividend, Payable on April 1, 2024The Board of Directors of McKesson Corporation declared a regular dividend of 62 cents per share of common stock. The dividend will be payable on April 1, 2024, to stockholders of record on March 1, 2024.お知らせ • Jan 13McKesson Corporation Reportedly Seeks Buyers for Canada's Rexall PharmacyMcKesson Corporation (NYSE:MCK) is planning to sell Canadian drugstore chain Rexall Pharma Plus Ltd. (Rexall Pharmacy Group), a source familiar with the process told Reuters on 12 January 2024, seven years after the U.S. drug distributor bought the business for about CAD 3 billion ($2.2 billion). McKesson has mandated CIBC (CM.TO) as a sellside financial advisor, according to the source. A spokesperson for CIBC declined to comment. McKesson bought the business in 2016 from Katz Group to strengthen its position in Canada's pharmaceutical supply chain. Rexall operates 400 pharmacies across Canada and employs 8,000 people, according to its website. It also has a pharmaceutical distribution arm. Rival Shoppers Drug Mart claims to be Canada's leading pharmacy retailer with more than 1,300 locations across the country, its website shows. Rexall did respond to multiple requests for comment, while McKesson declined to comment. McKesson has been in contact with prospective buyers for Rexall since the summer, according to the source, who said the company was on its second round of offers with no final date for bids. A sale may not include Rexall's pharmaceutical distribution arm, which is what some potential bidders are interested in, the source said. The Globe and Mail, which first reported the story, said McKesson could remain a Rexall partner by supplying the chain through the distribution business. Grocery stores, rival pharmacies and private equity companies are all potential candidates for the business, the source said.お知らせ • Jan 10McKesson Corporation (NYSE:MCK) acquired Compile, Inc.McKesson Corporation (NYSE:MCK) acquired Compile, Inc. on January 4, 2024.McKesson Corporation (NYSE:MCK) completed the acquisition of Compile, Inc. on January 4, 2024.お知らせ • Jan 09Mckesson Corporation Elects Kevin Ozan as New DirectorThe McKesson board of directors has elected Kevin Ozan as director and member of the Audit Committee and Finance Committee, effective January 8, 2024. With the election of Ozan, McKesson’s board of directors increases from 11 to 12 members, 11 of whom are independent. Ozan recently retired from his role as senior executive vice president of strategic initiatives at McDonald’s Corporation. During his 25-year tenure with the global food service retailer, Ozan also served as executive vice president and chief financial officer and held multiple leadership roles overseeing financial and investor relations teams. Prior to McDonald’s, he worked for over a decade in Ernst & Young’s audit and mergers and acquisitions practices. In addition to McKesson, Ozan currently serves on the board of Cineworld, a private company with one of the largest global cinema businesses. Ozan holds a bachelor’s degree in accounting from the University of Michigan and a master’s degree in business from the Kellogg School of Management at Northwestern University.お知らせ • Dec 28McKesson Corporation to Report Q3, 2024 Results on Feb 07, 2024McKesson Corporation announced that they will report Q3, 2024 results After-Market on Feb 07, 2024お知らせ • Dec 13McKesson Appoints Crystal Lennartz to Health Mart and Health Mart AtlasMcKesson appointed Crystal Lennartz, Pharm.D., MBA, to President of Health Mart, an independent pharmacy franchise, and Health Mart Atlas™, a pharmacy services administrative organization (PSAO). As President, Lennartz will focus on strengthening the overall health of Health Mart and Health Mart Atlas pharmacy members and elevating the role they play in people’s lives. Lennartz is a highly accomplished pharmacist, healthcare leader and advocate with more than 20 years of experience in managed care, clinical services, pharmacy operations, strategy and business development. Lennartz, whose career started as a pharmacist, has been with McKesson for more than a decade in various roles of increasing responsibility. Most recently, she served as Vice President & General Manager, Health Mart Atlas & Atlas Specialty. During her time in this role, Lennartz led Health Mart Atlas to be the largest, top-performing PSAO in the market, offering centralized managed care solutions for pharmacies. Last year, she also led the development and implementation of Atlas Specialty, bringing the strength of Health Mart Atlas to support specialty pharmacies. In addition, Lennartz spent six years on the Health Mart leadership team, including serving as Chief Pharmacist. Lennartz has both a Doctor of Pharmacy and Master of Business Administration from Drake University after which she completed an APhA-ASHP Accredited Residency in Pharmacy Practice with emphasis in Community Care.Upcoming Dividend • Nov 23Upcoming dividend of US$0.62 per share at 0.5% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 02 January 2024. Payout ratio is a comfortable 8.8% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Mexican dividend payers (7.3%). Lower than average of industry peers (2.6%).お知らせ • Nov 02McKesson Corporation Announces Management ChangesOn October 27, 2023, Lori A. Schechter, the Chief Legal Officer of McKesson Corporation, gave notice of her intention to retire from that role as further described in Exhibit 99.1 under the heading Executive Leadership Transition. On November 1, 2023, the Company announced that Michele Lau is expected to become the Company’s Chief Legal Officer as further described in Exhibit 99.1 under the heading Executive Leadership Transition. Lori Schechter, Executive Vice President, Chief Legal Officer & General Counsel, has made the decision to retire from McKesson in June 2024. On January 1, 2024, Lori will assume the role of Board and Enterprise Risk Advisor and step down as an Executive Officer of the company, a role she has held since June 2014. With Lori’s decision to retire, the company announced the appointment of Michele Lau as Executive Vice President and Chief Legal Officer, effective January 1, 2024. For the past two and a half years, Michele has served as Chief Legal Officer & Corporate Secretary for GoDaddy. Prior to that role, Michele spent thirteen years as a member of McKesson’s General Counsel Organization, most recently as Senior Vice President, Corporate Secretary & Associate General Counsel.お知らせ • Oct 27McKesson Corporation Declares Quarterly Dividend, Payable on January 2, 2024The Board of Directors of McKesson Corporation declared a regular dividend of 62 cents per share of common stock. The dividend will be payable on January 2, 2024, to stockholders of record on December 1, 2023.Board Change • Oct 02High number of new directorsIndependent Director W. Dunbar was the last director to join the board, commencing their role in 2022.お知らせ • Sep 28McKesson Corporation to Report Q2, 2024 Results on Nov 01, 2023McKesson Corporation announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 01, 2023Board Change • Sep 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Aug 08High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: US$7.07 (vs US$5.31 in 1Q 2023)First quarter 2024 results: EPS: US$7.07 (up from US$5.31 in 1Q 2023). Revenue: US$74.5b (up 11% from 1Q 2023). Net income: US$958.0m (up 25% from 1Q 2023). Profit margin: 1.3% (up from 1.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 25McKesson Corporation Raises Quarterly Dividend, Payable on October 2, 2023The Board of Directors of McKesson Corporation declared on July 21, 2023 a regular dividend of $0.62 per share of common stock, a 15% increase from $0.54 per share in the prior quarter. The dividend will be payable on October 2, 2023, to stockholders of record on September 1, 2023.お知らせ • Jun 29McKesson Corporation to Report Q1, 2024 Results on Aug 02, 2023McKesson Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2023お知らせ • Jun 23McKesson Unveils New Private Brand of Over-the-Counter Pharmacy ProductsMcKesson announced the launch of Foster & Thrive™, a curated private brand of over-the-counter (OTC) health and wellness products. Launching Foster & Thrive unifies the company’s private brand portfolio—consolidating Health Mart® and Sunmark® branded OTC products—to offer expanded availability through increased production volumes and efficiencies that will help meet evolving patient needs and growing demand. McKesson considered every aspect of the customers’ journey—in and out of the pharmacy—and thoughtfully crafted four product categories to help patients find the items they need: ? Acute Care? – to relieve temporary illnesses such as allergies, pain, cold and flu, digestion, and smoking cessation. Diagnostic Care? – to check and track symptoms and vital signs with diagnostic products like thermometers and blood pressure monitors. Everyday Care? – to help mend the everyday ailments with products for first aid, daily living support, feminine care, and cosmetics. Preventative Care? – to help ensure continued health and wellness through vitamins that support immunity, nutrition, and other personal needs. McKesson’s goal is to seamlessly transition Health Mart and Sunmark items to the new Foster & Thrive brand by category. The transition will begin in July 2023 and continue through October 2024.お知らせ • Jun 12McKesson Corporation, Annual General Meeting, Jul 21, 2023McKesson Corporation, Annual General Meeting, Jul 21, 2023, at 08:30 Central Standard Time. Agenda: To consider election of eleven directors for a one-year term; to consider Ratification of Appointment of Deloitte & Touche LLP as the Company's Independent Registered Public Accounting Firm for Fiscal For Year 2024; to consider advisory vote on executive compensation; to consider Advisory vote on the frequency of the advisory vote on executive compensation; and to consider other matters.Upcoming Dividend • May 24Upcoming dividend of US$0.54 per share at 0.5% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 03 July 2023. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Mexican dividend payers (6.7%). Lower than average of industry peers (3.2%).Reported Earnings • May 12Full year 2023 earnings released: EPS: US$25.25 (vs US$7.35 in FY 2022)Full year 2023 results: EPS: US$25.25 (up from US$7.35 in FY 2022). Revenue: US$276.7b (up 4.8% from FY 2022). Net income: US$3.56b (up 218% from FY 2022). Profit margin: 1.3% (up from 0.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Healthcare industry in South America.Board Change • May 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 11Full year 2023 earnings released: EPS: US$25.25 (vs US$7.35 in FY 2022)Full year 2023 results: EPS: US$25.25 (up from US$7.35 in FY 2022). Revenue: US$276.7b (up 4.8% from FY 2022). Net income: US$3.56b (up 218% from FY 2022). Profit margin: 1.3% (up from 0.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Healthcare industry in South America.Board Change • Apr 28High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Feb 22High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 03Third quarter 2023 earnings released: EPS: US$7.71 (vs US$0.046 loss in 3Q 2022)Third quarter 2023 results: EPS: US$7.71 (up from US$0.046 loss in 3Q 2022). Revenue: US$70.5b (up 2.7% from 3Q 2022). Net income: US$1.08b (up US$1.09b from 3Q 2022). Profit margin: 1.5% (up from 0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 34% per year.お知らせ • Jan 27McKesson Corporation Declares Regular Dividend on Common Stock, Payable on April 3, 2023The Board of Directors of McKesson Corporation declared a regular dividend of 54 cents per share of common stock. The dividend will be payable on April 3, 2023, to stockholders of record on March 1, 2023.Board Change • Jan 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 29McKesson Corporation to Report Q3, 2023 Results on Feb 01, 2023McKesson Corporation announced that they will report Q3, 2023 results After-Market on Feb 01, 2023Upcoming Dividend • Nov 23Upcoming dividend of US$0.54 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 03 January 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Mexican dividend payers (6.7%). Lower than average of industry peers (4.2%).Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 03Second quarter 2023 earnings released: EPS: US$6.47 (vs US$1.73 in 2Q 2022)Second quarter 2023 results: EPS: US$6.47 (up from US$1.73 in 2Q 2022). Revenue: US$70.2b (up 5.4% from 2Q 2022). Net income: US$932.0m (up 249% from 2Q 2022). Profit margin: 1.3% (up from 0.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 24Upcoming dividend of US$0.54 per shareEligible shareholders must have bought the stock before 31 August 2022. Payment date: 03 October 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (3.5%).株主還元MCK *MX HealthcareMX 市場7D0%1.1%1.8%1Y-3.6%-8.0%16.9%株主還元を見る業界別リターン: MCK *過去 1 年間で-8 % の収益を上げたMX Healthcare業界を上回りました。リターン対市場: MCK *は、過去 1 年間で16.9 % のリターンを上げたMX市場を下回りました。価格変動Is MCK *'s price volatile compared to industry and market?MCK * volatilityMCK * Average Weekly Movementn/aHealthcare Industry Average Movement6.0%Market Average Movement4.0%10% most volatile stocks in MX Market6.2%10% least volatile stocks in MX Market2.8%安定した株価: MCK *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のMCK *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト183342,300Brian Tylerwww.mckesson.comマッケソン・コーポレーションは米国および海外でヘルスケアサービスを提供している。4つのセグメントを通じて事業を展開：米国医薬品事業、処方箋テクノロジー・ソリューションズ（RxTS）事業、医療外科ソリューションズ事業、国際事業である。米国医薬品部門は、ブランド医薬品、ジェネリック医薬品、特殊医薬品、バイオシミラー医薬品、一般用医薬品、その他ヘルスケア関連製品を販売している。また、地域密着型のがん専門病院やその他の専門病院に対して、診療管理、技術、臨床サポート、ビジネスソリューション、コンサルティング、アウトソーシング、技術、その他のサービスを提供し、薬局に対して財務、業務、臨床ソリューションを販売している。RxTS部門は、患者、薬局、医療提供者、薬局給付管理者、医療保険制度、バイオ製薬企業などを結びつけ、人々がより健康的な生活を送るために必要な医薬品を入手できるよう支援するソリューションを提供するため、医療全体で取り組むことにより、バイオ製薬およびライフサイエンスのパートナーにサービスを提供し、患者の課題に取り組んでいる。また、医薬品へのアクセスと購入しやすさ、処方決定支援、処方価格の透明性、ベネフィット・インサイト、調剤支援、第三者物流、卸売流通支援サービス、電子事前承認サービスを提供している。Medical-Surgical Solutions部門は、医院、手術センター、老人ホーム、ポストアキュートケア施設、病院リファレンスラボ、在宅医療機関などの医療提供者向けに、医療・外科用医薬品の配送、ロジスティクス、バイオメディカルメンテナンス、その他のサービスを提供している。国際部門は、医薬品、消耗品、情報技術ソリューションを小売薬局、病院、長期ケアセンター、診療所、施設に配送し、メーカーに物流・流通サービスを提供している。マッケソン・コーポレーションは1833年に設立され、テキサス州アービングに本社を置いている。もっと見るMcKesson Corporation 基礎のまとめMcKesson の収益と売上を時価総額と比較するとどうか。MCK * 基礎統計学時価総額Mex$1.57t収益（TTM）Mex$82.37b売上高(TTM)Mex$6.98t19.0xPER（株価収益率0.2xP/SレシオMCK * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計MCK * 損益計算書（TTM）収益US$403.43b売上原価US$388.90b売上総利益US$14.53bその他の費用US$9.77b収益US$4.76b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）39.62グロス・マージン3.60%純利益率1.18%有利子負債／自己資本比率-780.5%MCK * の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.4%現在の配当利回り8%配当性向MCK * 配当は確実ですか？MCK * 配当履歴とベンチマークを見るMCK * 、いつまでに購入すれば配当金を受け取れますか？McKesson 配当日配当落ち日Jun 01 2026配当支払日Jul 01 2026配当落ちまでの日数3 days配当支払日までの日数33 daysMCK * 配当は確実ですか？MCK * 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/27 16:42終値2026/05/19 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋McKesson Corporation 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33 アナリスト機関David ToungArgus Research CompanyEric ColdwellBairdLawrence MarshBarclays30 その他のアナリストを表示
Upcoming Dividend • May 25Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 01 July 2026. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Mexican dividend payers (5.6%). Lower than average of industry peers (9.9%).
Reported Earnings • May 11Full year 2026 earnings released: EPS: US$38.53 (vs US$25.86 in FY 2025)Full year 2026 results: EPS: US$38.53 (up from US$25.86 in FY 2025). Revenue: US$403.4b (up 12% from FY 2025). Net income: US$4.76b (up 45% from FY 2025). Profit margin: 1.2% (up from 0.9% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • May 06Third quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 1st June 2026 Payment date: 1st July 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 4%.
Declared Dividend • Apr 25Third quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 1st June 2026 Payment date: 1st July 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 4%.
お知らせ • Apr 23McKesson Corporation Declares Regular Dividend, Payable on July 1, 2026The Board of Directors of McKesson Corporation declared a regular dividend of 82 cents per share of common stock. The dividend will be payable on July 1, 2026, to shareholders of record on June 1, 2026.
お知らせ • Apr 22Apollo Global Management, Inc. (NYSE:APO) entered into a definitive agreement to acquire 13% stake in McKesson Medical-Surgical Inc. from McKesson Corporation (NYSE:MCK) for $1.3 billion.Apollo Global Management, Inc. (NYSE:APO) entered into a definitive agreement to acquire 13% stake in McKesson Medical-Surgical Inc. from McKesson Corporation (NYSE:MCK) for $1.3 billion on April 20, 2026. The consideration consists of convertible preferred equity of Apollo Global Management, Inc. having a value of $1.25 billion to be issued for common equity of McKesson Medical-Surgical Inc. Following the acquisition, McKesson will retain operating control and majority ownership of MMS and consolidate the results for financial reporting. The transaction is subject to regulatory approvals and customary closing conditions. Tracey Zaccone, Michael Anastasio, Salvatore Vanchieri, and Julian Azran of Latham & Watkins LLP acted as legal advisor for Apollo Global Management, Inc. Alan F. Denenberg and Michael Diz, Jason Bassetti, Patrick E. Sigmon, Liang Zhang, Adam Kaminsky, Frank Azzopardi, and Suzanne Munck af Rosenschold of Davis Polk & Wardwell LLP acted as legal advisor for McKesson Corporation.
Upcoming Dividend • May 25Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 01 July 2026. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Mexican dividend payers (5.6%). Lower than average of industry peers (9.9%).
Reported Earnings • May 11Full year 2026 earnings released: EPS: US$38.53 (vs US$25.86 in FY 2025)Full year 2026 results: EPS: US$38.53 (up from US$25.86 in FY 2025). Revenue: US$403.4b (up 12% from FY 2025). Net income: US$4.76b (up 45% from FY 2025). Profit margin: 1.2% (up from 0.9% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • May 06Third quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 1st June 2026 Payment date: 1st July 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 4%.
Declared Dividend • Apr 25Third quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 1st June 2026 Payment date: 1st July 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 4%.
お知らせ • Apr 23McKesson Corporation Declares Regular Dividend, Payable on July 1, 2026The Board of Directors of McKesson Corporation declared a regular dividend of 82 cents per share of common stock. The dividend will be payable on July 1, 2026, to shareholders of record on June 1, 2026.
お知らせ • Apr 22Apollo Global Management, Inc. (NYSE:APO) entered into a definitive agreement to acquire 13% stake in McKesson Medical-Surgical Inc. from McKesson Corporation (NYSE:MCK) for $1.3 billion.Apollo Global Management, Inc. (NYSE:APO) entered into a definitive agreement to acquire 13% stake in McKesson Medical-Surgical Inc. from McKesson Corporation (NYSE:MCK) for $1.3 billion on April 20, 2026. The consideration consists of convertible preferred equity of Apollo Global Management, Inc. having a value of $1.25 billion to be issued for common equity of McKesson Medical-Surgical Inc. Following the acquisition, McKesson will retain operating control and majority ownership of MMS and consolidate the results for financial reporting. The transaction is subject to regulatory approvals and customary closing conditions. Tracey Zaccone, Michael Anastasio, Salvatore Vanchieri, and Julian Azran of Latham & Watkins LLP acted as legal advisor for Apollo Global Management, Inc. Alan F. Denenberg and Michael Diz, Jason Bassetti, Patrick E. Sigmon, Liang Zhang, Adam Kaminsky, Frank Azzopardi, and Suzanne Munck af Rosenschold of Davis Polk & Wardwell LLP acted as legal advisor for McKesson Corporation.
Buy Or Sell Opportunity • Mar 23Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$15,651. The fair value is estimated to be Mex$20,161, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Mar 06McKesson Corporation to Report Q4, 2026 Results on May 07, 2026McKesson Corporation announced that they will report Q4, 2026 results After-Market on May 07, 2026
お知らせ • Mar 05+ 1 more updateMckesson Corporation Announces CFO TransitionMcKesson Corporation announced Britt Vitalone, Executive Vice President and Chief Financial Officer (CFO), has elected to retire after a successful and distinguished 20-year career with the company, including more than eight years as CFO. Looking ahead, Kenny Cheung will join McKesson as CFO, effective May 29, 2026. Vitalone’s care and commitment to McKesson continues. While he will retire as the CFO, he will continue his work with McKesson, thereafter, as a strategic advisor to support a smooth transition and the planned separation of McKesson’s Medical Surgical Solutions. Cheung joins McKesson from Sysco, where he served as Executive Vice President and Chief Financial Officer, overseeing global financial planning and analysis, accounting, audit, tax, and corporate finance.
Recent Insider Transactions • Feb 25Independent Director recently sold Mex$5.7m worth of stockOn the 19th of February, Maria Martinez sold around 349 shares on-market at roughly Mex$16,228 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Declared Dividend • Feb 17Third quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 2nd March 2026 Payment date: 1st April 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 4%.
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: US$9.63 (vs US$6.98 in 3Q 2025)Third quarter 2026 results: EPS: US$9.63 (up from US$6.98 in 3Q 2025). Revenue: US$106.2b (up 11% from 3Q 2025). Net income: US$1.19b (up 35% from 3Q 2025). Profit margin: 1.1% (up from 0.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jan 31Second quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 2nd March 2026 Payment date: 1st April 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 7%.
お知らせ • Jan 28Mckesson Corporation Declares Dividend, Payable on April 1, 2026McKesson Corporation declares regular dividend of 82 cents per share of common stock. The dividend will be payable on Aril 1, 2026 to shareholders of record on March 2, 2026.
お知らせ • Dec 22McKesson Corporation to Report Q3, 2026 Results on Feb 04, 2026McKesson Corporation announced that they will report Q3, 2026 results After-Market on Feb 04, 2026
Upcoming Dividend • Nov 24Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 01 December 2025. Payment date: 02 January 2026. Payout ratio is a comfortable 9.1% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (2.4%).
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: US$8.95 (vs US$1.87 in 2Q 2025)Second quarter 2026 results: EPS: US$8.95 (up from US$1.87 in 2Q 2025). Revenue: US$103.2b (up 10% from 2Q 2025). Net income: US$1.11b (up 361% from 2Q 2025). Profit margin: 1.1% (up from 0.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$15,725, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 10x in the Healthcare industry in South America. Total returns to shareholders of 112% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$19,434 per share.
お知らせ • Oct 30McKesson Corporation Declares Quarterly Dividend on Common Stock, Payable on January 2, 2026The Board of Directors of McKesson Corporation declared a regular dividend of 82 cents per share of common stock. The dividend will be payable on January 2, 2026 to shareholders of record on December 1, 2025.
お知らせ • Sep 23McKesson Corporation to Report Q2, 2026 Results on Nov 05, 2025McKesson Corporation announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025
Upcoming Dividend • Aug 26Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 02 September 2025. Payment date: 01 October 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (2.7%).
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: US$6.28 (vs US$7.05 in 1Q 2025)First quarter 2026 results: EPS: US$6.28 (down from US$7.05 in 1Q 2025). Revenue: US$97.8b (up 23% from 1Q 2025). Net income: US$784.0m (down 14% from 1Q 2025). Profit margin: 0.8% (down from 1.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Aug 02Fourth quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 2nd September 2025 Payment date: 1st October 2025 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 7%.
お知らせ • Jul 30Mckesson Corporation Declares Regular Dividend, Payable on October 1, 2025The Board of Directors of McKesson Corporation declared a regular dividend of $0.82 per share of common stock, a 15% increase from $0.71 per share in the prior quarter. The dividend will be payable on October 1, 2025, to stockholders of record on September 2, 2025.
お知らせ • Jun 30+ 2 more updatesMcKesson Corporation(NYSE:MCK) dropped from Russell 1000 Growth-Defensive IndexMcKesson Corporation(NYSE:MCK) dropped from Russell 1000 Growth-Defensive Index
お知らせ • Jun 26McKesson Corporation to Report Q1, 2026 Results on Aug 06, 2025McKesson Corporation announced that they will report Q1, 2026 results After-Market on Aug 06, 2025
お知らせ • Jun 23McKesson Corporation, Annual General Meeting, Jul 30, 2025McKesson Corporation, Annual General Meeting, Jul 30, 2025.
Upcoming Dividend • May 29Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 02 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (2.2%).
お知らせ • May 01McKesson Corporation Declares Quarterly Dividend, Payable on July 1, 2025The Board of Directors of McKesson Corporation declared a regular dividend of 71 cents per share of common stock. The dividend will be payable on July 1, 2025, to stockholders of record on June 2, 2025.
お知らせ • Apr 16McKesson Unveils Precision Care Companion, Revolutionizing Precision Medicine in Community OncologyMcKesson has launched a transformative initiative that will address the clinical challenges and administrative burden practices face in this new era of biomarker-directed oncology care. Precision Care Companion (PCC) is a consortium of industry experts, led by McKesson, that helps healthcare practices improve patient care. They do this through a multi-faceted approach that includes providing targeted education, technology enhancements, operational best practices, and detailed analytics on biomarker testing rates for different cancer diagnoses. The consortium model was intentionally chosen for its ability to unite diverse perspectives - physicians, clinicians, industry partners, and business leaders - creating a collaborative environment that drives innovation, uncovers real-world clinical challenges, and accelerates the adoption of precision technologies and therapies. With this innovative approach, McKesson is pioneering a new era in cancer treatment, enhancing the adoption of targeted therapies, and improving patient outcomes across community oncology. PCC is being deployed across The US Oncology Network (The Network), which supports more than 2,750 independent, community-based providers. This implementation allows the PCC team to support each step of the patient care journey -- from test ordering and results review to guideline-informed targeted therapy decisions -- and collate analytics and best practices to share across participating practices, driving continuous improvement in precision oncology. In addition to enabling enhanced clinical decision support within Ontada's iKnowMedSM electronic health record (EHR), a key focus of the program is to provide meaningful education and support to practices in a format that works best for them. All PCC participants have access to a robust range of educational and consultative services to meet their specific needs. Offerings include monthly master class webinars, a precision medicine boot camp, a molecular helpline for urgent questions about a specific patient's biomarker test results, and lab-agnostic molecular tumor boards.
お知らせ • Apr 03McKesson Corporation (NYSE:MCK) completed the acquisition of 80% stake in PRISM Vision Group from Quad-C Management, Inc.McKesson Corporation (NYSE:MCK) signed a definitive agreement to acquire 80% stake in PRISM Vision Group from Quad-C Management, Inc. for approximately $850 million on February 4, 2025. A cash consideration of $850 million will be paid by McKesson Corporation. PRISM Vision physicians will continue to retain a 20% interest in PRISM Vision. The transaction is subject to customary closing conditions, including necessary regulatory clearances. David S. Ivill, Kristian A. Werling, Hunter R. Sharp, Joseph M. Parise, and Andrea Zazulia of McDermott Will & Emery LLP acted as legal advisor for PRISM Vision Group. Alan F. Denenberg, Jason Bassetti, Patrick E. Sigmon, Adam Kaminsky, Frank Azzopardi, and Suzanne Munck af Rosenschold of Davis Polk & Wardwell LLP acted as legal advisor for McKesson Corporation. Valentina Famparska, Roger J. Griesmeyer, Dilen Kumar, and M. Ramana Rameswaran of Katten Muchin Rosenman LLP acted as legal advisor for PRISM Vision Group. McKesson Corporation (NYSE:MCK) completed the acquisition of 80% stake in PRISM Vision Group from Quad-C Management, Inc. on April 2, 2025.
お知らせ • Apr 02McKesson Corporation to Report Q4, 2025 Results on May 08, 2025McKesson Corporation announced that they will report Q4, 2025 results After-Market on May 08, 2025
お知らせ • Feb 04McKesson Corporation (NYSE:MCK) agreed to acquire 80% stake in PRISM Vision Group from Quad-C Management, Inc. for approximately $850 million.McKesson Corporation (NYSE:MCK) agreed to acquire 80% stake in PRISM Vision Group from Quad-C Management, Inc. for approximately $850 million on February 4, 2025. A cash consideration of $850 million will be paid by McKesson Corporation. PRISM Vision physicians will continue to retain a 20% interest in PRISM Vision. The transaction is subject to approval by regulatory board / committee.
お知らせ • Jan 30McKesson Corporation Declares Regular Dividend, Payable on April 1, 2025The board of directors of McKesson Corporation declared a regular dividend of 71 cents per share of common stock. The dividend will be payable on April 1, 2025, to stockholders of record on March 3, 2025.
お知らせ • Dec 30McKesson Corporation to Report Q3, 2025 Results on Feb 05, 2025McKesson Corporation announced that they will report Q3, 2025 results After-Market on Feb 05, 2025
お知らせ • Nov 12McKesson, Oracle, Thoma Bravo Reportedly Among Finalists to Acquire VeradigmMcKesson Corporation (NYSE:MCK) and Oracle Corporation (NYSE:ORCL) are among the finalists seeking to acquire electronic medical records company Veradigm Inc. (OTCPK:MDRX), Axios reported on November 10, 2024, citing sources. According to the report, a deal is expected to top Veradigm’s $1 billion market cap due to the lower antitrust risk from the incoming Trump administration. One source was quoted as saying that the companies and private-equity firm Thoma Bravo could possibly have asked for a small discount due to possible increased antitrust scrutiny due to their medical data holdings. Axios reported that sources said Thoma Bravo was particularly interested due to its NextGen portfolio company. The sources reportedly said that CVS Health (CVS) had looked at Veradigm but dropped out amid its own strategic review. Axios reported that a deal is expected to be reached by Thanksgiving, the sources said. Veradigm, McKesson, Oracle, and Thoma Bravo did not immediately respond to requests for comment by Seeking Alpha.
New Risk • Nov 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 34% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Negative equity (-US$2.6b). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).
Declared Dividend • Nov 03First quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 2nd December 2024 Payment date: 2nd January 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 11%.
お知らせ • Oct 31McKesson Corporation Declares Quarterly Dividend, Payable on January 2, 2025The Board of Directors of McKesson Corporation declared a regular dividend of 71 cents per share of common stock. The dividend will be payable on January 2, 2025, to stockholders of record on December 2, 2024.
お知らせ • Oct 01McKesson Launches InspiroGene, a Dedicated Business to Guide and Support the Commercialization of Cell and Gene TherapiesMcKesson Corporation announced the launch of InspiroGene™ by McKesson, a dedicated business focused solely on supporting the commercialization of cell and gene therapies (CGTs). With a scalable, flexible suite of services and an experienced leadership team, InspiroGene enables manufacturers, payers, and providers to navigate the complex CGT commercialization landscape to ensure patients can access the life-changing treatments they need. InspiroGene brings unparalleled experience in every stage of the CGT life cycle and has established the following solutions to address the complex challenges of bringing CGTs to market: Third-party logistics (3PL) programs that meet the unique demands of CGT manufacturers, with financial management solutions, logistics, and cutting-edge data analytics to provide seamless operations for CGTs. Specialty distribution services that leverage McKesson’s extensive supply chain network, offering high-touch logistics and advanced data analytics to ensure CGTs reach patients efficiently and effectively. Biologics specialty pharmacy solutions dedicated to CGTs, including precision dispensing to expedite time to treatment, and patient management services to efficiently address the unique needs of patients based on therapy type. CGT dedicated patient hub that provides tailored access and support services for patients, as well as operational case management for providers, patients, and caregivers. In addition, InspiroGene offers a technology platform that provides visibility within the CGT value chain by integrating product data and financial flows to empower CGT manufacturers, providers, and patients to deliver exceptional care and achieve transformative clinical outcomes.
お知らせ • Sep 24McKesson Corporation to Report Q2, 2025 Results on Nov 06, 2024McKesson Corporation announced that they will report Q2, 2025 results After-Market on Nov 06, 2024
Board Change • Sep 11High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Deborah Dunsire was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: US$7.05 (vs US$7.07 in 1Q 2024)First quarter 2025 results: EPS: US$7.05 (down from US$7.07 in 1Q 2024). Revenue: US$79.3b (up 6.4% from 1Q 2024). Net income: US$915.0m (down 4.5% from 1Q 2024). Profit margin: 1.2% (down from 1.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Aug 05Fourth quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 30th August 2024 Payment date: 1st October 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 9%.
お知らせ • Aug 02McKesson Corporation Declares Regular Dividend on Common Stock, Payable on October 1, 2024The Board of Directors of McKesson Corporation declared a regular dividend of $0.71 per share of common stock, a 15% increase from $0.62 per share in the prior quarter. The dividend will be payable on October 1, 2024, to stockholders of record on September 2, 2024.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$10,699, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Healthcare industry in South America. Total returns to shareholders of 185% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$19,072 per share.
お知らせ • Jun 27McKesson Corporation to Report Q1, 2025 Results on Aug 07, 2024McKesson Corporation announced that they will report Q1, 2025 results After-Market on Aug 07, 2024
お知らせ • Jun 10McKesson Corporation, Annual General Meeting, Jul 31, 2024McKesson Corporation, Annual General Meeting, Jul 31, 2024.
お知らせ • Jun 05Mckesson Corporation Elects Deborah Dunsire as New DirectorMcKesson Corporation announced that the McKesson board of directors has elected Dr. Deborah Dunsire as a director and member of the Compensation and Talent Committee and Finance Committee, effective June 3, 2024. Dr. Dunsire joins the board with over 30 years of experience leading large, matrixed organizations in the biopharmaceutical, oncology and other specialty industries. Most recently, she retired from her role as president and chief executive officer of H. Lundbeck A/S, a biopharmaceutical company specializing in developing and delivering transformative therapies for brain diseases. Prior to that, she held executive leadership roles for several pharmaceutical companies including XTuit Pharmaceuticals, FORUM Pharmaceuticals, Millennium: The Takeda Oncology Company and Millennium Pharmaceuticals. Dr. Dunsire started her career as a primary care physician in Johannesburg, South Africa. Dr. Dunsire currently serves on the boards of directors of Syros Pharmaceuticals Inc. and Ultragenyx Pharmaceutical Inc. She received her medical degree from the University of Witwatersrand in Johannesburg, South Africa. Board members Linda Mantia, who is no longer independent, and Susan Salka, who has served on the board for almost ten years, will not be standing for re-election at the 2024 Annual Meeting of Shareholders. Upon the election of all proposed director nominees at the Annual Meeting, the size of the board will be reduced to 11 members, 10 of whom are independent.
Upcoming Dividend • May 30Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Mexican dividend payers (6.6%). Lower than average of industry peers (2.3%).
Recent Insider Transactions • May 16Independent Director recently sold Mex$5.7m worth of stockOn the 13th of May, Susan Salka sold around 611 shares on-market at roughly Mex$9,380 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$11m more than they bought in the last 12 months.
Board Change • May 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kevin Ozan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 25McKesson Corporation Declares Quarterly Dividend, Payable on June 3, 2024The Board of Directors of McKesson Corporation declared a regular dividend of 62 cents per share of common stock. The dividend will be payable on July 1, 2024, to stockholders of record on June 3, 2024.
Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kevin Ozan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 28McKesson Corporation to Report Q4, 2024 Results on May 07, 2024McKesson Corporation announced that they will report Q4, 2024 results After-Market on May 07, 2024
Board Change • Feb 29High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kevin Ozan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: US$4.45 (vs US$7.71 in 3Q 2023)Third quarter 2024 results: EPS: US$4.45 (down from US$7.71 in 3Q 2023). Revenue: US$80.9b (up 15% from 3Q 2023). Net income: US$589.0m (down 45% from 3Q 2023). Profit margin: 0.7% (down from 1.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Board Change • Feb 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kevin Ozan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 01Mckesson Corporation Declares Quarterly Dividend, Payable on April 1, 2024The Board of Directors of McKesson Corporation declared a regular dividend of 62 cents per share of common stock. The dividend will be payable on April 1, 2024, to stockholders of record on March 1, 2024.
お知らせ • Jan 13McKesson Corporation Reportedly Seeks Buyers for Canada's Rexall PharmacyMcKesson Corporation (NYSE:MCK) is planning to sell Canadian drugstore chain Rexall Pharma Plus Ltd. (Rexall Pharmacy Group), a source familiar with the process told Reuters on 12 January 2024, seven years after the U.S. drug distributor bought the business for about CAD 3 billion ($2.2 billion). McKesson has mandated CIBC (CM.TO) as a sellside financial advisor, according to the source. A spokesperson for CIBC declined to comment. McKesson bought the business in 2016 from Katz Group to strengthen its position in Canada's pharmaceutical supply chain. Rexall operates 400 pharmacies across Canada and employs 8,000 people, according to its website. It also has a pharmaceutical distribution arm. Rival Shoppers Drug Mart claims to be Canada's leading pharmacy retailer with more than 1,300 locations across the country, its website shows. Rexall did respond to multiple requests for comment, while McKesson declined to comment. McKesson has been in contact with prospective buyers for Rexall since the summer, according to the source, who said the company was on its second round of offers with no final date for bids. A sale may not include Rexall's pharmaceutical distribution arm, which is what some potential bidders are interested in, the source said. The Globe and Mail, which first reported the story, said McKesson could remain a Rexall partner by supplying the chain through the distribution business. Grocery stores, rival pharmacies and private equity companies are all potential candidates for the business, the source said.
お知らせ • Jan 10McKesson Corporation (NYSE:MCK) acquired Compile, Inc.McKesson Corporation (NYSE:MCK) acquired Compile, Inc. on January 4, 2024.McKesson Corporation (NYSE:MCK) completed the acquisition of Compile, Inc. on January 4, 2024.
お知らせ • Jan 09Mckesson Corporation Elects Kevin Ozan as New DirectorThe McKesson board of directors has elected Kevin Ozan as director and member of the Audit Committee and Finance Committee, effective January 8, 2024. With the election of Ozan, McKesson’s board of directors increases from 11 to 12 members, 11 of whom are independent. Ozan recently retired from his role as senior executive vice president of strategic initiatives at McDonald’s Corporation. During his 25-year tenure with the global food service retailer, Ozan also served as executive vice president and chief financial officer and held multiple leadership roles overseeing financial and investor relations teams. Prior to McDonald’s, he worked for over a decade in Ernst & Young’s audit and mergers and acquisitions practices. In addition to McKesson, Ozan currently serves on the board of Cineworld, a private company with one of the largest global cinema businesses. Ozan holds a bachelor’s degree in accounting from the University of Michigan and a master’s degree in business from the Kellogg School of Management at Northwestern University.
お知らせ • Dec 28McKesson Corporation to Report Q3, 2024 Results on Feb 07, 2024McKesson Corporation announced that they will report Q3, 2024 results After-Market on Feb 07, 2024
お知らせ • Dec 13McKesson Appoints Crystal Lennartz to Health Mart and Health Mart AtlasMcKesson appointed Crystal Lennartz, Pharm.D., MBA, to President of Health Mart, an independent pharmacy franchise, and Health Mart Atlas™, a pharmacy services administrative organization (PSAO). As President, Lennartz will focus on strengthening the overall health of Health Mart and Health Mart Atlas pharmacy members and elevating the role they play in people’s lives. Lennartz is a highly accomplished pharmacist, healthcare leader and advocate with more than 20 years of experience in managed care, clinical services, pharmacy operations, strategy and business development. Lennartz, whose career started as a pharmacist, has been with McKesson for more than a decade in various roles of increasing responsibility. Most recently, she served as Vice President & General Manager, Health Mart Atlas & Atlas Specialty. During her time in this role, Lennartz led Health Mart Atlas to be the largest, top-performing PSAO in the market, offering centralized managed care solutions for pharmacies. Last year, she also led the development and implementation of Atlas Specialty, bringing the strength of Health Mart Atlas to support specialty pharmacies. In addition, Lennartz spent six years on the Health Mart leadership team, including serving as Chief Pharmacist. Lennartz has both a Doctor of Pharmacy and Master of Business Administration from Drake University after which she completed an APhA-ASHP Accredited Residency in Pharmacy Practice with emphasis in Community Care.
Upcoming Dividend • Nov 23Upcoming dividend of US$0.62 per share at 0.5% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 02 January 2024. Payout ratio is a comfortable 8.8% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Mexican dividend payers (7.3%). Lower than average of industry peers (2.6%).
お知らせ • Nov 02McKesson Corporation Announces Management ChangesOn October 27, 2023, Lori A. Schechter, the Chief Legal Officer of McKesson Corporation, gave notice of her intention to retire from that role as further described in Exhibit 99.1 under the heading Executive Leadership Transition. On November 1, 2023, the Company announced that Michele Lau is expected to become the Company’s Chief Legal Officer as further described in Exhibit 99.1 under the heading Executive Leadership Transition. Lori Schechter, Executive Vice President, Chief Legal Officer & General Counsel, has made the decision to retire from McKesson in June 2024. On January 1, 2024, Lori will assume the role of Board and Enterprise Risk Advisor and step down as an Executive Officer of the company, a role she has held since June 2014. With Lori’s decision to retire, the company announced the appointment of Michele Lau as Executive Vice President and Chief Legal Officer, effective January 1, 2024. For the past two and a half years, Michele has served as Chief Legal Officer & Corporate Secretary for GoDaddy. Prior to that role, Michele spent thirteen years as a member of McKesson’s General Counsel Organization, most recently as Senior Vice President, Corporate Secretary & Associate General Counsel.
お知らせ • Oct 27McKesson Corporation Declares Quarterly Dividend, Payable on January 2, 2024The Board of Directors of McKesson Corporation declared a regular dividend of 62 cents per share of common stock. The dividend will be payable on January 2, 2024, to stockholders of record on December 1, 2023.
Board Change • Oct 02High number of new directorsIndependent Director W. Dunbar was the last director to join the board, commencing their role in 2022.
お知らせ • Sep 28McKesson Corporation to Report Q2, 2024 Results on Nov 01, 2023McKesson Corporation announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 01, 2023
Board Change • Sep 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Aug 08High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: US$7.07 (vs US$5.31 in 1Q 2023)First quarter 2024 results: EPS: US$7.07 (up from US$5.31 in 1Q 2023). Revenue: US$74.5b (up 11% from 1Q 2023). Net income: US$958.0m (up 25% from 1Q 2023). Profit margin: 1.3% (up from 1.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 25McKesson Corporation Raises Quarterly Dividend, Payable on October 2, 2023The Board of Directors of McKesson Corporation declared on July 21, 2023 a regular dividend of $0.62 per share of common stock, a 15% increase from $0.54 per share in the prior quarter. The dividend will be payable on October 2, 2023, to stockholders of record on September 1, 2023.
お知らせ • Jun 29McKesson Corporation to Report Q1, 2024 Results on Aug 02, 2023McKesson Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2023
お知らせ • Jun 23McKesson Unveils New Private Brand of Over-the-Counter Pharmacy ProductsMcKesson announced the launch of Foster & Thrive™, a curated private brand of over-the-counter (OTC) health and wellness products. Launching Foster & Thrive unifies the company’s private brand portfolio—consolidating Health Mart® and Sunmark® branded OTC products—to offer expanded availability through increased production volumes and efficiencies that will help meet evolving patient needs and growing demand. McKesson considered every aspect of the customers’ journey—in and out of the pharmacy—and thoughtfully crafted four product categories to help patients find the items they need: ? Acute Care? – to relieve temporary illnesses such as allergies, pain, cold and flu, digestion, and smoking cessation. Diagnostic Care? – to check and track symptoms and vital signs with diagnostic products like thermometers and blood pressure monitors. Everyday Care? – to help mend the everyday ailments with products for first aid, daily living support, feminine care, and cosmetics. Preventative Care? – to help ensure continued health and wellness through vitamins that support immunity, nutrition, and other personal needs. McKesson’s goal is to seamlessly transition Health Mart and Sunmark items to the new Foster & Thrive brand by category. The transition will begin in July 2023 and continue through October 2024.
お知らせ • Jun 12McKesson Corporation, Annual General Meeting, Jul 21, 2023McKesson Corporation, Annual General Meeting, Jul 21, 2023, at 08:30 Central Standard Time. Agenda: To consider election of eleven directors for a one-year term; to consider Ratification of Appointment of Deloitte & Touche LLP as the Company's Independent Registered Public Accounting Firm for Fiscal For Year 2024; to consider advisory vote on executive compensation; to consider Advisory vote on the frequency of the advisory vote on executive compensation; and to consider other matters.
Upcoming Dividend • May 24Upcoming dividend of US$0.54 per share at 0.5% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 03 July 2023. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Mexican dividend payers (6.7%). Lower than average of industry peers (3.2%).
Reported Earnings • May 12Full year 2023 earnings released: EPS: US$25.25 (vs US$7.35 in FY 2022)Full year 2023 results: EPS: US$25.25 (up from US$7.35 in FY 2022). Revenue: US$276.7b (up 4.8% from FY 2022). Net income: US$3.56b (up 218% from FY 2022). Profit margin: 1.3% (up from 0.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Healthcare industry in South America.
Board Change • May 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 11Full year 2023 earnings released: EPS: US$25.25 (vs US$7.35 in FY 2022)Full year 2023 results: EPS: US$25.25 (up from US$7.35 in FY 2022). Revenue: US$276.7b (up 4.8% from FY 2022). Net income: US$3.56b (up 218% from FY 2022). Profit margin: 1.3% (up from 0.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Healthcare industry in South America.
Board Change • Apr 28High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Feb 22High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 03Third quarter 2023 earnings released: EPS: US$7.71 (vs US$0.046 loss in 3Q 2022)Third quarter 2023 results: EPS: US$7.71 (up from US$0.046 loss in 3Q 2022). Revenue: US$70.5b (up 2.7% from 3Q 2022). Net income: US$1.08b (up US$1.09b from 3Q 2022). Profit margin: 1.5% (up from 0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 34% per year.
お知らせ • Jan 27McKesson Corporation Declares Regular Dividend on Common Stock, Payable on April 3, 2023The Board of Directors of McKesson Corporation declared a regular dividend of 54 cents per share of common stock. The dividend will be payable on April 3, 2023, to stockholders of record on March 1, 2023.
Board Change • Jan 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 29McKesson Corporation to Report Q3, 2023 Results on Feb 01, 2023McKesson Corporation announced that they will report Q3, 2023 results After-Market on Feb 01, 2023
Upcoming Dividend • Nov 23Upcoming dividend of US$0.54 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 03 January 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Mexican dividend payers (6.7%). Lower than average of industry peers (4.2%).
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director W. Dunbar was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 03Second quarter 2023 earnings released: EPS: US$6.47 (vs US$1.73 in 2Q 2022)Second quarter 2023 results: EPS: US$6.47 (up from US$1.73 in 2Q 2022). Revenue: US$70.2b (up 5.4% from 2Q 2022). Net income: US$932.0m (up 249% from 2Q 2022). Profit margin: 1.3% (up from 0.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Healthcare industry in South America. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 24Upcoming dividend of US$0.54 per shareEligible shareholders must have bought the stock before 31 August 2022. Payment date: 03 October 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (3.5%).
