McKesson Corporation (MCK)

In May 2025, McKesson announced plans to spin off its Medical-Surgical Solutions segment and reported Q1 earnings, missing revenue expectations but surpassing profit estimates. In July 2025, the company raised its quarterly dividend by 15%. August 2025 saw better-than-expected revenue in Q2, driven by specialty medicine demand, and the acquisitions of PRISM Vision Holdings and Core Ventures were completed; the CEO also sold shares. In September 2025, a U.S. Commerce Department investigation led to a stock decline, analysts maintained positive ratings, and a potential government shutdown was noted as a risk. From October 2024 to October 2025, McKesson's share price increased significantly.

McKesson uses advanced analytics to detect demand patterns and seasonality. Demand for medicines and healthcare products generally fluctuates. The U.S. Pharmaceutical segment has seen increased prescription volumes, while the Medical-Surgical Solutions segment experienced decreased revenues in Q3 FY25 due to lower levels of seasonal vaccines and illness testing, indicating a seasonality tied to illness seasons.

McKesson Corporation operates in the healthcare sector, focusing on pharmaceutical and medical wholesale. Its core business is healthcare supply chain management, distributing branded, generic, specialty, biosimilar, and over-the-counter drugs, as well as medical and surgical supplies. McKesson also provides health information technology, health management tools, pharmacy management software, and solutions for oncology and specialty practices.

McKesson has operations primarily in the United States, Canada, and Norway. Its North American Pharmaceutical segment covers wholesale drug distribution in the U.S. and Canada. Historically, McKesson has also had international offices in Australia and various European countries.

McKesson aims to improve care through sustainable and ethical business practices. The company highlights its strategic growth initiatives and financial performance in its newsroom. There is no specific information within the past year detailing new events that have significantly impacted McKesson's brand reputation, either positively or negatively, beyond its ongoing business operations and financial results.

McKesson Corporation is primarily owned by institutional investors, holding between 78% and 89% of the company's shares. Major institutional shareholders include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Insiders own less than 1% of the stock, while public companies and individual investors hold approximately 22% to 38%.