Cardinal Health, Inc. (CAH)

In the past six months, Cardinal Health's stock has demonstrated strong performance, increasing by 37.01%. The company reported a 22% increase in revenue to $64 billion, a 37% rise in non-GAAP operating earnings, and a 36% increase in non-GAAP diluted EPS in Q1 Fiscal Year 2026 earnings. Cardinal Health continued its strong performance with a 19% increase in revenue to $65.6 billion, a 29% rise in GAAP operating earnings, and a 19% increase in GAAP diluted EPS in Q2 Fiscal Year 2026 earnings. Cardinal Health announced a significant expansion of its Actinium-225 production capabilities to support the growing demand for novel cancer therapies. Patricia A. Hemingway Hall was appointed as the new Board Chair. The company executed approximately $1.48 billion in share repurchases through December 2025. Analysts have largely maintained positive ratings and raised price targets for CAH, with a consensus rating of "Moderate Buy". There has been some insider selling activity by officers, including Jason M. Hollar and Deborah Weitzman.

Cardinal Health experiences demand seasonality, particularly for products related to respiratory illnesses. The company offers seasonal respiratory testing products and solutions for conditions like flu, Strep A, and RSV. To address the unpredictable nature of these seasonal demands, Cardinal Health has implemented a Reserved Inventory Program to help laboratories and health systems pre-order respiratory diagnostics. The company also saw a significant surge in demand for COVID-19 related medications and protective equipment during the pandemic.

Cardinal Health, Inc. is a global healthcare services and products company specializing in the distribution of pharmaceuticals and medical products, as well as the manufacturing of medical and surgical supplies. The company operates primarily in the healthcare sector, within the medical distribution industry. Its core business involves distributing branded, generic, and specialty pharmaceuticals, along with over-the-counter healthcare and consumer products. Its major products also include a wide range of medical and surgical supplies. Cardinal Health also provides performance and data solutions for healthcare facilities and operates one of the largest networks of radiopharmacies in the U.S.

Headquartered in Dublin, Ohio, Cardinal Health maintains a significant international presence, operating in nearly 60 countries worldwide. Its international footprint spans regions including North America, Europe, Asia, Africa, Canada, Japan, Latin America, and the Middle East. The company also has a headquarters for Europe, Middle East & Africa (EMEA) in Dublin, Ireland.

In the past year, Cardinal Health has received positive recognition for its leadership in supplier transparency and resiliency from the Healthcare Industry Resilience Collaborative (HIRC) as of March 31, 2026. The company has also been recognized in previous years as a "best employer" and for promoting cultural and gender diversity, including being listed as "female friendly". No specific negative events significantly impacting its brand reputation in the past year were found in the provided search results.

Cardinal Health's ownership is predominantly institutional. The company has 1408 institutional owners and shareholders holding a total of 207,238,606 shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., State Street Corp, Geode Capital Management, Llc, Wellington Management Group Llp, Morgan Stanley, Fmr Llc, Wcm Investment Management, Llc, Norges Bank, and Bank Of America Corp /de/. Institutional investors collectively hold approximately 65.74% of the company's stock, while public companies and individual investors hold around 34.02%. Insider ownership is relatively low, at approximately 0.25%.