Cardinal Health, Inc. (CAH)

Cardinal Health's stock experienced a 42.20% increase over the past year as of October 23, 2025. The stock decreased by 5.07% in the past month. The company's earnings per share (EPS) of $2.08 surpassed analysts' estimates by $0.05, but shares declined by 7.2% following the announcement. Analysts have been increasingly optimistic, issuing 'Buy' or 'Outperform' ratings and raising price targets. The next earnings report is expected on October 30, 2025.

Demand for some of Cardinal Health's products and services exhibits seasonality, particularly for respiratory diagnostics before flu season, addressed through an inventory reserve program. The company has been experiencing strong pharmaceutical demand across its brand, specialty, consumer health, and generics businesses. Macro-level demand for medical supplies is also expected to continue growing.

Cardinal Health, Inc. is a multinational healthcare services and products company headquartered in Dublin, Ohio, operating primarily in the distribution of pharmaceuticals and medical products, serving over 100,000 locations, including more than 75% of U.S. hospitals. Its two main segments are Pharmaceutical, focusing on drug distribution and related services, and Medical, which manufactures and distributes medical and surgical products, along with supply chain solutions.

Cardinal Health has a global presence with operations in over 30 countries, focusing on the United States market while expanding internationally to provide healthcare products and services worldwide.

Cardinal Health's brand reputation has been positively influenced by strategic growth initiatives, investments in automation and supply chain technology, and the establishment of new distribution centers. The company emphasizes its commitment to diversity and inclusion. Recent public information focuses on positive developments in business operations and market position, despite historical opioid lawsuits.

Institutional investors hold approximately 89% of Cardinal Health's shares, with the top 10 owning 43% and the top 20 controlling 51%. BlackRock, Inc. is the largest single shareholder, owning about 13.26% of the company's outstanding shares. Individual investors, including retail investors and insiders, own a smaller portion, with insiders holding about 0.12% of the company's stock.