Cencora (NYSE:COR) Issues FY 2026 Earnings Guidance

by · The Markets Daily

Cencora (NYSE:COR – Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 17.450-17.600 for the period, compared to the consensus estimate of 17.670. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the stock. Barclays initiated coverage on shares of Cencora in a report on Monday, December 8th. They issued an “overweight” rating and a $400.00 price target for the company. Evercore ISI set a $400.00 price target on Cencora and gave the company an “outperform” rating in a report on Thursday, November 6th. JPMorgan Chase & Co. raised their target price on shares of Cencora from $344.00 to $417.00 and gave the company an “overweight” rating in a research report on Tuesday, November 11th. UBS Group boosted their price target on Cencora from $380.00 to $415.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Finally, Wells Fargo & Company lifted their price objective on shares of Cencora from $354.00 to $405.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 11th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, Cencora presently has a consensus rating of “Moderate Buy” and a consensus price target of $373.25.

Read Our Latest Analysis on Cencora

Cencora Stock Up 0.8%

Cencora stock opened at $343.17 on Thursday. The business’s 50-day simple moving average is $347.85 and its two-hundred day simple moving average is $314.26. The company has a debt-to-equity ratio of 4.32, a quick ratio of 0.55 and a current ratio of 0.90. The company has a market cap of $66.57 billion, a PE ratio of 43.17, a PEG ratio of 1.62 and a beta of 0.63. Cencora has a fifty-two week low of $223.92 and a fifty-two week high of $377.54.

Cencora (NYSE:COR – Get Free Report) last released its quarterly earnings data on Wednesday, November 5th. The company reported $3.84 EPS for the quarter, beating the consensus estimate of $3.79 by $0.05. The business had revenue of $83.73 billion for the quarter, compared to the consensus estimate of $83.36 billion. Cencora had a net margin of 0.48% and a return on equity of 227.15%. The business’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same period in the prior year, the firm earned $3.34 EPS. Cencora has set its FY 2026 guidance at 17.450-17.75 EPS. Equities analysts anticipate that Cencora will post 15.37 EPS for the current year.

Cencora Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Friday, November 14th were issued a $0.60 dividend. The ex-dividend date of this dividend was Friday, November 14th. This is a positive change from Cencora’s previous quarterly dividend of $0.55. This represents a $2.40 dividend on an annualized basis and a yield of 0.7%. Cencora’s dividend payout ratio is presently 30.19%.

Insider Activity at Cencora

In other Cencora news, CEO Robert P. Mauch sold 5,097 shares of the stock in a transaction on Monday, October 20th. The shares were sold at an average price of $326.80, for a total transaction of $1,665,699.60. Following the transaction, the chief executive officer directly owned 37,940 shares of the company’s stock, valued at $12,398,792. This trade represents a 11.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Elizabeth S. Campbell sold 3,351 shares of Cencora stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $342.10, for a total transaction of $1,146,377.10. Following the completion of the sale, the executive vice president owned 23,891 shares in the company, valued at approximately $8,173,111.10. This trade represents a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 20,317 shares of company stock worth $7,009,260 in the last 90 days. Corporate insiders own 10.80% of the company’s stock.

Institutional Investors Weigh In On Cencora

A number of hedge funds have recently modified their holdings of COR. Advisory Services Network LLC lifted its stake in Cencora by 20.8% during the third quarter. Advisory Services Network LLC now owns 3,785 shares of the company’s stock worth $1,183,000 after purchasing an additional 653 shares during the last quarter. OmniStar Financial Group Inc. grew its holdings in shares of Cencora by 35.1% during the third quarter. OmniStar Financial Group Inc. now owns 5,216 shares of the company’s stock worth $1,630,000 after purchasing an additional 1,354 shares during the last quarter. Kestra Private Wealth Services LLC increased its position in shares of Cencora by 58.8% during the third quarter. Kestra Private Wealth Services LLC now owns 16,756 shares of the company’s stock worth $5,237,000 after purchasing an additional 6,204 shares in the last quarter. Armistice Capital LLC purchased a new stake in shares of Cencora in the 3rd quarter valued at about $2,198,000. Finally, CANADA LIFE ASSURANCE Co boosted its position in shares of Cencora by 3.2% in the 3rd quarter. CANADA LIFE ASSURANCE Co now owns 290,121 shares of the company’s stock valued at $89,405,000 after purchasing an additional 8,872 shares during the period. Hedge funds and other institutional investors own 97.52% of the company’s stock.

Cencora Company Profile

(Get 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.

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