Kepler Cheuvreux Suisse SA Has $9.77 Million Position in Cencora, Inc. $COR

Posted by Francis Steltz on May 11th, 2026

Kepler Cheuvreux Suisse SA lowered its position in shares of Cencora, Inc. (NYSE:COR – Free Report) by 64.4% in the fourth quarter, Holdings Channel reports. The firm owned 28,924 shares of the company’s stock after selling 52,309 shares during the period. Kepler Cheuvreux Suisse SA’s holdings in Cencora were worth $9,770,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of COR. Marshall Wace LLP grew its holdings in Cencora by 518.9% during the third quarter. Marshall Wace LLP now owns 1,995,118 shares of the company’s stock valued at $623,534,000 after purchasing an additional 1,672,762 shares during the period. Mizuho Markets Americas LLC boosted its holdings in shares of Cencora by 116.4% in the third quarter. Mizuho Markets Americas LLC now owns 212,800 shares of the company’s stock valued at $66,506,000 after buying an additional 1,511,906 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Cencora by 528.9% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,475,859 shares of the company’s stock valued at $461,250,000 after buying an additional 1,241,186 shares during the period. Viking Global Investors LP boosted its holdings in shares of Cencora by 95.0% in the second quarter. Viking Global Investors LP now owns 2,081,732 shares of the company’s stock valued at $624,207,000 after buying an additional 1,013,913 shares during the period. Finally, Vanguard Group Inc. boosted its holdings in shares of Cencora by 4.1% in the third quarter. Vanguard Group Inc. now owns 23,395,547 shares of the company’s stock valued at $7,311,810,000 after buying an additional 916,506 shares during the period. Institutional investors and hedge funds own 97.52% of the company’s stock.

Cencora Stock Performance

NYSE COR opened at $261.16 on Monday. The company has a current ratio of 0.95, a quick ratio of 0.59 and a debt-to-equity ratio of 3.40. The firm’s fifty day moving average price is $327.81 and its two-hundred day moving average price is $342.26. Cencora, Inc. has a 1 year low of $244.82 and a 1 year high of $377.54. The firm has a market capitalization of $50.80 billion, a P/E ratio of 20.03, a price-to-earnings-growth ratio of 1.21 and a beta of 0.64.

Cencora (NYSE:COR – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $4.75 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.82 by ($0.07). Cencora had a return on equity of 135.20% and a net margin of 0.78%.The firm had revenue of $78.36 billion for the quarter, compared to the consensus estimate of $81.09 billion. During the same period last year, the company posted $4.42 earnings per share. The business’s revenue was up 3.9% compared to the same quarter last year. Cencora has set its FY 2026 guidance at 17.650-17.900 EPS. As a group, research analysts anticipate that Cencora, Inc. will post 17.73 EPS for the current year.

Cencora Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Friday, May 15th will be given a dividend of $0.60 per share. This represents a $2.40 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Friday, May 15th. Cencora’s dividend payout ratio is 18.40%.

Key Stories Impacting Cencora

Here are the key news stories impacting Cencora this week:

Positive Sentiment: Cencora raised FY2026 EPS guidance to $17.65-$17.90 and resumed a $1 billion share repurchase program, signaling management confidence in earnings power and capital returns.
Positive Sentiment: Several Wall Street firms still maintained bullish ratings after cutting price targets, including Citi and Baird, suggesting analysts continue to see upside despite the selloff.
Neutral Sentiment: Commentary around the stock emphasizes a “valuation debate” and whether the post-earnings decline was overdone, indicating investors are reassessing expectations rather than reacting to a new operational shock. Cencora NYSE Composite Reset Sparks Valuation Debate
Neutral Sentiment: Analyst and media coverage is also centered on margin expansion versus growth, reflecting debate over whether Cencora is prioritizing profitability and buybacks over top-line momentum. Is Cencora (COR) Prioritizing Margin Expansion Over Growth With Its Raised EPS Outlook and Buybacks?
Negative Sentiment: The main bearish driver is the earnings report, which missed EPS estimates and came with sales below analyst expectations, raising concerns about near-term growth momentum. Cencora (NYSE:COR) reports sales below analyst estimates in Q1 CY2026 earnings
Negative Sentiment: A securities fraud investigation announcement could add overhang and legal-risk concerns, potentially worsening sentiment until more details are known. Securities Fraud Investigation Into Cencora, Inc. (COR) Announced

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on COR. Jefferies Financial Group upgraded shares of Cencora from an “underperform” rating to a “buy” rating in a report on Thursday, January 22nd. Citigroup reduced their price target on shares of Cencora from $405.00 to $355.00 and set a “buy” rating for the company in a report on Thursday. Morgan Stanley set a $342.00 price target on shares of Cencora in a report on Friday. Wells Fargo & Company boosted their price objective on shares of Cencora from $405.00 to $429.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Finally, Robert W. Baird cut their price objective on shares of Cencora from $420.00 to $339.00 and set an “outperform” rating on the stock in a research report on Thursday. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $388.42.

Read Our Latest Report on Cencora

Cencora Company Profile

(Free Report)

Cencora (NYSE:COR) is a global healthcare services and pharmaceutical distribution company that provides end-to-end solutions across the pharmaceutical supply chain. The company’s core activities include wholesale drug distribution, specialty drug distribution, and the operation of specialty pharmacies, complemented by logistics, cold-chain management and other fulfillment services designed to support complex and temperature-sensitive therapies.

Beyond physical distribution, Cencora offers a range of commercial and patient-focused services for pharmaceutical manufacturers and healthcare providers.