Segall Bryant & Hamill LLC Has $47.17 Million Position in McKesson Corporation $MCK

Posted by Brenda Bartman on Aug 1st, 2026

Segall Bryant & Hamill LLC lessened its holdings in McKesson Corporation (NYSE:MCK – Free Report) by 2.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 54,515 shares of the company’s stock after selling 1,455 shares during the quarter. McKesson accounts for approximately 0.6% of Segall Bryant & Hamill LLC’s holdings, making the stock its 27th biggest holding. Segall Bryant & Hamill LLC’s holdings in McKesson were worth $47,175,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. boosted its position in shares of McKesson by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 12,104,719 shares of the company’s stock valued at $9,929,380,000 after acquiring an additional 73,109 shares in the last quarter. State Street Corp grew its stake in shares of McKesson by 0.5% in the 4th quarter. State Street Corp now owns 5,780,179 shares of the company’s stock valued at $4,746,118,000 after purchasing an additional 29,660 shares during the period. Geode Capital Management LLC grew its stake in shares of McKesson by 0.9% in the 4th quarter. Geode Capital Management LLC now owns 2,857,344 shares of the company’s stock valued at $2,333,520,000 after purchasing an additional 25,082 shares during the period. Franklin Resources Inc. raised its holdings in shares of McKesson by 5.4% in the 4th quarter. Franklin Resources Inc. now owns 2,825,954 shares of the company’s stock worth $2,318,102,000 after buying an additional 144,633 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of McKesson in the 4th quarter worth approximately $1,651,137,000. 85.07% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, CEO Brian S. Tyler sold 8,463 shares of the firm’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $793.56, for a total value of $6,715,898.28. Following the completion of the sale, the chief executive officer directly owned 5,919 shares in the company, valued at approximately $4,697,081.64. This trade represents a 58.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Napoleon B. Rutledge, Jr. sold 133 shares of McKesson stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $764.00, for a total value of $101,612.00. Following the completion of the transaction, the chief accounting officer directly owned 632 shares of the company’s stock, valued at $482,848. This represents a 17.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 28,748 shares of company stock valued at $22,262,035. 0.06% of the stock is owned by corporate insiders.

McKesson Price Performance

Shares of MCK opened at $857.61 on Friday. The company has a market capitalization of $100.41 billion, a P/E ratio of 22.29, a PEG ratio of 1.42 and a beta of 0.31. McKesson Corporation has a one year low of $637.00 and a one year high of $999.00. The business’s 50 day simple moving average is $790.71 and its 200-day simple moving average is $840.22.

McKesson (NYSE:MCK – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The company reported $11.69 EPS for the quarter, topping analysts’ consensus estimates of $11.56 by $0.13. McKesson had a negative return on equity of 345.35% and a net margin of 1.18%.The business had revenue of $96.30 billion for the quarter, compared to analyst estimates of $101.35 billion. During the same period in the prior year, the company earned $10.12 EPS. McKesson’s revenue for the quarter was up 6.0% on a year-over-year basis. McKesson has set its FY 2027 guidance at 43.800-44.600 EPS. On average, sell-side analysts anticipate that McKesson Corporation will post 44.28 EPS for the current fiscal year.

McKesson Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 1st will be issued a dividend of $0.94 per share. The ex-dividend date is Tuesday, September 1st. This is a boost from McKesson’s previous quarterly dividend of $0.82. This represents a $3.76 annualized dividend and a dividend yield of 0.4%. McKesson’s dividend payout ratio (DPR) is currently 8.53%.

McKesson News Roundup

Here are the key news stories impacting McKesson this week:

Positive Sentiment: McKesson’s compounding growth remains the primary bullish catalyst. The company delivered strong fiscal 2026 results, raised its outlook, increased its dividend and expanded share repurchases. Its distribution and specialty-pharmaceutical businesses continue to generate substantial free cash flow, which may appeal to investors favoring defensive, cash-rich companies. McKesson’s Compounding Keeps Adding Up
Neutral Sentiment: Wall Street is focused on estimates for McKesson’s quarter ended June 2026, including operating metrics beyond revenue and earnings. The estimates could influence expectations for the company’s upcoming report, but the article does not identify a new earnings surprise or change in guidance. Curious about McKesson Q1 Performance?
Neutral Sentiment: Recent market commentary highlights a rotation toward defensive stocks as investors respond to inflation, geopolitical tension and uncertainty over interest rates. McKesson’s healthcare-distribution model and free-cash-flow generation could benefit from that trend, although the broader market backdrop remains unsettled. McKesson’s Compounding Keeps Adding Up
Negative Sentiment: The latest reported quarter offered a mixed signal: adjusted earnings exceeded expectations, but revenue fell short of consensus despite year-over-year growth. That result, combined with a valuation near 22 times earnings and the absence of a fresh company-specific catalyst, may be encouraging profit-taking after the stock’s strong advance.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on MCK. TD Cowen decreased their price target on McKesson from $1,012.00 to $989.00 and set a “buy” rating on the stock in a research note on Tuesday, July 21st. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $875.00 price objective on shares of McKesson in a research note on Friday, May 8th. Bank of America cut their price objective on McKesson from $1,040.00 to $1,000.00 and set a “buy” rating for the company in a report on Monday, April 6th. William Blair began coverage on shares of McKesson in a research note on Tuesday, April 28th. They issued an “outperform” rating on the stock. Finally, Barclays lowered their target price on shares of McKesson from $1,050.00 to $925.00 and set an “overweight” rating on the stock in a report on Wednesday, June 10th. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $962.67.

Get Our Latest Report on MCK

McKesson Profile

(Free Report)

McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.

The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.