MCK Earnings
Thursday, May 07 2026
EPS Estimate
$11.55
$11.26 – $11.67
Revenue Estimate
$101.3B
Current Price
$842.25
Our Position
bullishBarclays lifts target as MCK completes European exit
structured data
est. revisions stable
(-0.4pp / 30d)
The exit clears balance-sheet friction and lets management concentrate firepower on higher-margin healthcare services. Barclays' 9.4% upside raise, coupled with conviction on continued investor preference for defensive healthcare plays, signals confidence that MCK's refocused portfolio and capital deployment will outperform. The 15% valuation premium to the three-year average reflects this renewed momentum.
Watch: Monitor capital allocation announcements over the next two quarters—specifically Oncology and Biopharma Services revenue growth rates relative to guidance. Faster growth in these segments will validate the strategic thesis and justify the premium multiple.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.6 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-3.6%
P/E Ratio
25.0
Est. Revisions (30d)
-0.3% 1up/0dn
Analyst Target (mean)
$992 $860–$1107 +18%
Options P/C Ratio
0.61
Est. Dispersion
4% 15 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, D.E. Shaw, Bridgewater, Renaissance, Two Sigma
Recent Activity
insider trades
86 transactions
Sell
·
SMITH LEANN B (Officer)
·190 shares
·$179,550
Other
·
RUTLEDGE NAPOLEON B JR (Officer)
·136 shares
Sell
·
LAU MICHELE (Officer)
·2,725 shares
·$2,697,750
Sell
·
MARTINEZ MARIA N. (Director)
·349 shares
·$328,013
Sell
·
LAU MICHELE (Officer)
·303 shares
·$282,817
81 more
Other
·
SMITH LEANN B
·508 shr
Other
·
LAU MICHELE
·4,748 shr
Sell
·
RUTLEDGE NAPOLEON B JR
·328 shr
·$313,240
Sell
·
RODGERS THOMAS L
·276 shr
·$225,266
Sell
·
RUTLEDGE NAPOLEON B JR
·329 shr
·$283,476
Sell
·
TYLER BRIAN SCOTT
·11,930 shr
·$8,418,166
Sell
·
TYLER BRIAN SCOTT
·11,930 shr
·$8,085,677
Sell
·
RUTLEDGE NAPOLEON B JR
·329 shr
·$218,347
Award
·
LERMAN BRADLEY E
·301 shr
Award
·
MARTINEZ MARIA N.
·301 shr
Award
·
WILSON - THOMPSON KATHLEEN
·301 shr
Award
·
CARUSO DOMINIC J
·301 shr
Sell
·
TYLER BRIAN SCOTT
·19,371 shr
·$13,716,411
Other
·
TYLER BRIAN SCOTT
·4,000 shr
Sell
·
TYLER BRIAN SCOTT
·19,370 shr
·$13,673,864
Sell
·
RODGERS THOMAS L
·2,891 shr
·$2,058,912
Sell
·
VITALONE BRITT J
·1,878 shr
·$1,348,235
Sell
·
RODGERS THOMAS L
·510 shr
·$366,134
Sell
·
RUTLEDGE NAPOLEON B JR
·95 shr
·$68,201
Sell
·
SMITH LEANN B
·341 shr
·$244,807
Sell
·
RUTLEDGE NAPOLEON B JR
·1,049 shr
·$749,360
Sell
·
VITALONE BRITT J
·732 shr
·$523,556
Other
·
VITALONE BRITT J
·3,098 shr
Other
·
RODGERS THOMAS L
·1,182 shr
Sell
·
SMITH LEANN B
·161 shr
·$115,154
Other
·
SMITH LEANN B
·1,125 shr
Other
·
TYLER BRIAN SCOTT
·9,851 shr
Sell
·
VITALONE BRITT J
·6,336 shr
·$4,544,813
Sell
·
SMITH LEANN B
·1,248 shr
·$895,190
Other
·
VITALONE BRITT J
·1,207 shr
Other
·
RODGERS THOMAS L
·422 shr
Other
·
RUTLEDGE NAPOLEON B JR
·90 shr
Other
·
LAU MICHELE
·724 shr
Other
·
SMITH LEANN B
·531 shr
Other
·
TYLER BRIAN SCOTT
·3,500 shr
Award
·
VITALONE BRITT J
·10,105 shr
Award
·
RODGERS THOMAS L
·3,664 shr
Award
·
SMITH LEANN B
·3,881 shr
Award
·
TYLER BRIAN SCOTT
·32,838 shr
Sell
·
RUTLEDGE NAPOLEON B JR
·543 shr
·$394,495
Sell
·
TYLER BRIAN SCOTT
·8,962 shr
·$5,684,059
Other
·
RUTLEDGE NAPOLEON B JR
·786 shr
Sell
·
TYLER BRIAN SCOTT
·8,961 shr
·$5,591,664
Sell
·
LAU MICHELE
·312 shr
·$188,760
Sell
·
TYLER BRIAN SCOTT
·8,961 shr
·$5,358,588
Sell
·
TYLER BRIAN SCOTT
·8,961 shr
·$5,382,514
Sell
·
SMITH LEANN B
·188 shr
·$114,603
Other
·
SMITH LEANN B
·507 shr
Other
·
LAU MICHELE
·4,747 shr
Sell
·
SMITH LEANN B
·579 shr
·$331,645
Sell
·
SMITH LEANN B
·579 shr
·$349,027
Sell
·
TYLER BRIAN SCOTT
·3,753 shr
·$2,105,808
Sell
·
TYLER BRIAN SCOTT
·3,753 shr
·$2,349,491
Award
·
MARTINEZ MARIA N.
·349 shr
Award
·
CARUSO DOMINIC J
·349 shr
Sell
·
TYLER BRIAN SCOTT
·3,753 shr
·$2,180,193
Sell
·
SMITH LEANN B
·600 shr
·$351,318
Sell
·
MARTINEZ MARIA N.
·483 shr
·$282,979
Sell
·
TYLER BRIAN SCOTT
·3,753 shr
·$2,155,761
Sell
·
RODGERS THOMAS L
·5,232 shr
·$2,935,100
Other
·
TYLER BRIAN SCOTT
·3,600 shr
Sell
·
VITALONE BRITT J
·3,321 shr
·$1,833,166
Sell
·
RODGERS THOMAS L
·922 shr
·$512,939
Sell
·
SMITH LEANN B
·408 shr
·$225,924
Other
·
VITALONE BRITT J
·4,003 shr
Other
·
RODGERS THOMAS L
·1,473 shr
Other
·
SMITH LEANN B
·668 shr
Other
·
TYLER BRIAN SCOTT
·13,605 shr
Sell
·
VITALONE BRITT J
·12,752 shr
·$7,116,764
Other
·
VITALONE BRITT J
·1,475 shr
Other
·
RODGERS THOMAS L
·593 shr
Other
·
RUTLEDGE NAPOLEON B JR
·135 shr
Sell
·
SMITH LEANN B
·704 shr
·$392,895
Other
·
SMITH LEANN B
·678 shr
Other
·
TYLER BRIAN SCOTT
·4,578 shr
Award
·
VITALONE BRITT J
·20,580 shr
Award
·
RODGERS THOMAS L
·7,646 shr
Award
·
RUTLEDGE NAPOLEON B JR
·1,546 shr
Award
·
SMITH LEANN B
·1,990 shr
Award
·
TYLER BRIAN SCOTT
·72,026 shr
Sell
·
SALKA SUSAN R.
·610 shr
·$340,944
analyst ratings
1 rating
UBS
→Buy
5h ago
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