Cencora, Inc.

NYSE:COR Stok Raporu

Piyasa değeri: US$59.6b

Cencora Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 4/6

Cencora kazançlarla iyi bir şekilde karşılanan, 0.76% cari getiriye sahip, temettü ödeyen bir şirkettir.

Anahtar bilgiler

0.8%

Temettü verimi

1.8%

Geri Alım Getirisi

Toplam Hissedar Getirisi2.6%
Gelecekteki Temettü Verimi0.8%
Temettü Büyümesi4.3%
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranı4%

Son temettü ve geri alım güncellemeleri

Recent updates

Anlatı Güncellemesi • Aug 05

COR: Fair View Will Weigh Nucleus Rollout, Cell Therapy And Legal Risk

Analysts now cite slightly firmer revenue growth, profit margin assumptions and a higher future P/E, which together support a refreshed Cencora fair value estimate increasing from $310 to $320. What’s in the News for Cencora Cencora launched a multi site pilot of its enhanced Nucleus inventory management solution for specialty physician practices, combining updated hardware and software to support medication workflow efficiency, visibility and control.
Seeking Alpha • Jul 22

Cencora: Specialty Infrastructure Is Rewriting The Distributor Model

Summary Cencora (COR) is transitioning from a bulk pharmaceutical distributor to a specialty medicines infrastructure provider, targeting higher-margin, service-driven growth. Recent acquisitions of OneOncology and Retina Consultants of America are driving margin expansion, with Q2 adjusted gross profit up 15.7% and margin rising to 4.31%. Management raised FY2026 adjusted EPS guidance to $17.70–$17.90, expects $3B adjusted FCF, and targets 10–14% long-term EPS growth. Execution risks include integration of acquisitions, increased leverage, regulatory scrutiny, and high customer concentration, but specialty platform buildout is expected to deepen margins and retention. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jul 22

COR: Fair Value View Will Weigh Nucleus Rollout And Cell Therapy Partnership

Analysts have raised their Cencora price target from $288.21 to $310.00, reflecting updated views on fair value, revenue, profit margins, and future P/E assumptions. What’s in the News for Cencora Cencora announced a multi-site pilot of its enhanced Nucleus inventory management solution for specialty physician practices, with deployment planned in phases across more than 20 practice sites.
Anlatı Güncellemesi • Jul 08

COR: Insider Buying And Fair Value View Will Shape Upcoming Share Performance

Analysts have nudged their price target for Cencora higher from $280.00 to about $288.21, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future price-to-earnings (P/E) expectations. What’s in the News for Cencora Cencora stock moved 3.6% higher on June 23, 2026, alongside commentary that the shares are viewed as modestly undervalued relative to one intrinsic value estimate and supported by what sources describe as solid business fundamentals.
Analiz Makalesi • Jun 16

Cencora (COR) Stock Could Be 20% Below Fair Value On Margin Growth Narrative

Cencora (COR) stock has drawn investor attention after recent trading performance, with the share price closing at $281.43. The move comes alongside mixed short term returns and a longer multi year track record. See our latest analysis for Cencora. Recent trading puts Cencora’s 30 day share price return at 9.20%, yet the stock is still down 16.95% year to date. Longer term total shareholder returns over three and five years remain positive, suggesting recent momentum is rebuilding after a...
Anlatı Güncellemesi • Jun 15

COR: Buybacks And New CFO Appointment Will Support Long Term Upside

Analysts have modestly reduced their price target on Cencora to $350.58 from $356.83. This reflects slightly updated views on fair value and future P/E assumptions.
Anlatı Güncellemesi • Jun 01

COR: Buybacks And New CFO Will Support Long Term Upside

Analysts now estimate Cencora's fair value at $356.83 per share, down from $373.08. This change reflects updated assumptions around slightly slower revenue growth, a modestly lower profit margin outlook, and a small shift in future P/E expectations.
Yeni Anlatı • May 09

Specialty And AI Investments Will Shape A Stable Yet Constrained Future Trajectory

Catalysts About Cencora Cencora is a pharmaceutical services company that supports manufacturers, health systems, physician practices and pharmacies across the global pharmaceutical supply chain. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • May 08

COR: Share Repurchases And CFO Transition Will Support Long Term Upside

Analysts now estimate Cencora’s fair value at about $373, down from roughly $403. This reflects slightly higher assumed discount rates and a lower future P/E multiple, partly offset by a marginally stronger profit margin profile in their updated models.
Anlatı Güncellemesi • Apr 24

COR: CFO Transition And Disciplined Buybacks Will Support Long-Term Upside

Analysts have trimmed their price target on Cencora by about $5 to reflect slightly updated assumptions around fair value, revenue growth, profit margins, and future P/E, while still viewing the shares through a similar overall framework. What's in the News Cencora plans a leadership change, with long serving Chief Financial Officer James F.
Anlatı Güncellemesi • Apr 08

COR: Rare Disease Collaborations And Distribution Reach Will Support Long-Term Upside

Analysts have kept their price target for Cencora steady at $407.92, citing only very small tweaks to inputs like revenue growth, profit margin and future P/E assumptions, rather than any shift in their overall view of the business. What's in the News Cencora announced that Chief Financial Officer James F.
Anlatı Güncellemesi • Mar 25

COR: Rare Disease Partnerships Will Support Long-Term Upside For Capital Markets Access

Analysts have adjusted their fair value estimate for Cencora to about $408 from $410, reflecting small tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E rather than a major shift in the story. What's in the News Cencora plans for Chief Financial Officer James F.
Anlatı Güncellemesi • Mar 10

COR: Capital Markets And Rare-Disease Services Will Support Long-Term Upside

Analysts now place Cencora's fair value at $410.00, up from $403.79. This change reflects small adjustments to revenue growth assumptions, profit margin expectations, and future P/E estimates in their models.
Anlatı Güncellemesi • Feb 24

COR: 3PL Expansion And M&A Options Will Shape Balanced Long-Term Upside

Analysts have nudged their price target for Cencora higher to about $404 from roughly $400, citing refreshed assumptions around revenue growth, profitability and a modestly higher future P/E multiple. What's in the News Cencora is expanding its third party logistics capabilities in the United States and Europe, including adding NextPharma Logistics across Germany, Austria and Switzerland and planning a new 3PL facility in Italy in 2026, alongside increased cold chain capacity across its European network (company announcement).
Analiz Makalesi • Feb 12

Cencora (NYSE:COR) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Cencora, Inc.'s ( NYSE:COR ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
Anlatı Güncellemesi • Feb 08

COR: Buybacks And 3PL Expansion Will Support Long-Term Upside Potential

Analysts have nudged their projected fair value for Cencora to $399.80 from $396.80, citing updated assumptions around revenue growth, profit margins, the discount rate and a slightly lower future P/E multiple. What's in the News Cencora completed a share repurchase program totaling 4,895,419 shares, or 2.49% of shares, for US$1,118.1m under the buyback announced on May 1, 2024 (Buyback Tranche Update).
Anlatı Güncellemesi • Jan 23

COR: Global 3PL Expansion And Logistics Investments Will Support Long-Term Upside

Analysts have nudged their price target on Cencora higher to about US$397 from roughly US$388. This reflects refreshed assumptions on revenue growth, profit margins and future P/E levels in their models.
Anlatı Güncellemesi • Jan 09

COR: Global 3PL Buildout And Higher Dividend Will Support Long-Term Upside

Analysts have nudged their price target on Cencora higher to about $388, citing slightly lower modeled revenue growth, a modestly stronger profit margin, and a small uptick in assumed future P/E as key drivers of the updated view. What's in the News Cencora announced investments to expand its third party logistics capabilities in the United States and Europe, including broader specialty logistics services for pharmaceutical companies worldwide.
Anlatı Güncellemesi • Dec 16

COR: Global 3PL Expansion And Dividend Increases Will Offset Goodwill Impairment Risks

Analysts have slightly raised their price target on Cencora, increasing fair value by about 1.8 dollars per share as they factor in marginally stronger projected revenue growth, a modestly higher long term profit margin, and a steady future earnings multiple. What's in the News Cencora is making major investments to expand its third party logistics network, including a new 500,000 square foot 3PL facility in Texas by 2028 and a tripling of ultra low and cryogenic storage capacity in the United States, to support growing demand for specialty medicines such as cell and gene therapies (company announcement).
Anlatı Güncellemesi • Dec 02

COR: Automated Distribution Expansion And Margins Will Balance Storage And Dividend Risks

Analysts have modestly raised their price target for Cencora, increasing the estimated fair value by $2.71 to $384.79. This adjustment is based on slight improvements in profit margin expectations and valuation multiples.
Anlatı Güncellemesi • Nov 18

COR: Automated Expansion And Margin Gains Will Offset Ongoing Legal Risks

Analysts have raised their price target for Cencora, increasing the estimated fair value from $338.29 to $382.07. They cite strengthened profit margin expectations, even though there is a slightly higher discount rate and moderated revenue growth forecasts.
Anlatı Güncellemesi • Nov 04

COR: Ongoing Litigation Settlement And Buybacks Will Shape Healthcare Delivery Evolution

Analysts have raised their price target for Cencora by $5 to $338.29. They cite updated forecasts for slightly lower near-term revenue growth, but a stronger overall fair value assessment.
Anlatı Güncellemesi • Sep 04

Digital Infrastructure And Specialty Services Will Redefine Healthcare Delivery

With both Cencora’s net profit margin and consensus revenue growth forecasts holding steady, analysts have maintained their price target unchanged at $333.29. What's in the News Cencora completed the repurchase of 4,895,419 shares (2.49% of shares outstanding) for $1,118.1 million under its buyback program announced in May 2024; no shares were repurchased from April to June 2025.
Analiz Makalesi • Aug 09

Cencora, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

NYSE:COR 1 Year Share Price vs Fair Value Explore Cencora's Fair Values from the Community and select yours Cencora...
Seeking Alpha • Feb 25

Cencora: Great Track Record And Outlook, But Valuation Does Not Offer Upside

Summary Cencora has a solid industry position in an oligopolistic market with supernormal return ratios and solid stock price returns. 1QFY25 results, as well as the near-term outlook, are also solid, with EPS guided by management to grow in the low double digits in FY25. Moreover, the company also has a decent long-term outlook, with management as well as analysts guiding EPS to grow at an 8-12% growth rate. Despite a solid growth outlook, Cencora's valuation looks to have factored in much of these tailwinds, which has led me to issue a hold rating on the stock. Read the full article on Seeking Alpha

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: COR şirketinin hisse başına düşen temettüsü son 10 yıldır istikrarlıydı.

Büyüyen Temettü: COR şirketinin temettü ödemeleri son 10 yıldır artış göstermektedir.

Piyasaya Karşı Temettü Getirisi

Cencora Piyasaya Karşı Temettü Getirisi
COR temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (COR)0.8%
Pazarın Alt %25'i (US)1.3%
Pazarın En İyi %25'i (US)4.0%
Sektör Ortalaması (Healthcare)1.9%
Analist tahmini (COR) (3 yıla kadar)0.8%

Önemli Temettü: COR şirketinin temettüsü ( 0.76% ), US pazarındaki temettü ödeyenlerin en alttaki %25'ine ( 1.3% ) kıyasla dikkate değer değil.

Yüksek Temettü: COR 'in temettüsü ( 0.76% ), US piyasasındaki temettü ödeyenlerin en üst %25'ine ( 4.01% ) kıyasla düşüktür.

Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: Düşük ödeme oranı ( 4.1% ) sayesinde COR 'un temettü ödemeleri kazançlarla tamamen karşılanmaktadır.

Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: Düşük nakit ödeme oranı ( 11.5% ) sayesinde COR 'un temettü ödemeleri nakit akışları tarafından tamamen karşılanmaktadır.

Güçlü temettü ödeyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/05 17:23
Gün Sonu Hisse Fiyatı2026/08/05 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/09/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Cencora, Inc. 30 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David ToungArgus Research Company
Eric ColdwellBaird
Glen SantangeloBarclays