Cencora (COR)
Distributes pharmaceuticals and provides specialty-practice, logistics and manufacturer services worldwide.
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Distributes branded, generic and specialty medicines to pharmacies, health systems and physician practices, with provider services spanning oncology and retina networks. U.S. distribution drives the business, while Alliance Healthcare, World Courier, Innomar and selected PharmaLex operations add European wholesale, global logistics and commercialization services.
Distributes branded, generic and specialty medicines through U.S. Healthcare Solutions to retail pharmacies, health systems and physician practices. OneOncology and Retina Consultants of America extend the platform into management services for community oncology and retina practices, while a broad distribution-center network and electronic ordering support high-volume fulfillment.
International Healthcare Solutions combines Alliance Healthcare's European wholesale network with World Courier's global specialty logistics, Innomar's Canadian commercialization services and selected PharmaLex regulatory capabilities. MWI Animal Health and Profarma remain in Other while strategic alternatives proceed; the U.S. consulting-services operation has been divested.
Execution depends on reliable, low-cost distribution and regulatory compliance across drug storage, transport and controlled substances. Walgreens and Boots together form the largest disclosed customer concentration, while a concentrated set of large customers accounts for most revenue.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 19, 2026 | RBC Capital | Initiate | Rating: —Target: — | Target: $330 |
| Aug 7, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $342 | Target: $346 |
| Aug 6, 2026 | Robert W. Baird | Target | Target: $415 | Target: $370 |
| Aug 6, 2026 | UBS | Reiterate | Rating: —Target: $412 | Target: $430 |
| Aug 6, 2026 | Evercore ISI | Reiterate | Rating: —Target: $360 | Target: $350 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.82B · Total debt $11.72B · Total assets $83.81B · Shareholders' equity $3.05B
- Revenue
- $84.75B
- Operating income
- $1.12B
- Net income
- $763.5M
HistoryDividendAnnual yield
| Institutions | 96.52% | 184.18M shares | |
|---|---|---|---|
| 1,389 holders · as of Jun 30, 2026 | |||
| Insiders | 0.36% | 677.8K shares | |
| 18 holders · as of Sep 17, 2026 | |||
| Other | 3.12% | 5.96M shares | |
| remainder | |||
190.83M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.54% | 18.21M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.49% | 12.38M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.04% | 9.61M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.86% | 9.27M | as of Jun 30, 2026 |
T. Rowe Price Investment Management, Inc.Institution | 3.88% | 7.41M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 16, 2026 | Lon R. Greenberg | director | −1,280 | $321.30 |
| Sep 1, 2026 | Lazarus Krikorian | officer: SVP & Chief Accounting Officer | −985 | $325.97 |
| Aug 24, 2026 | Elizabeth S. Campbell | officer: Executive Vice President | −11,300 | $324.12 |
| Jun 22, 2026 | Lauren M. Tyler | director | +550 | $270.23 |
| Jun 18, 2026 | Dermot Mark Durcan | director | +4,000 | $274.19 |
- McKesson
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- UnitedHealth Group
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- Cigna
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- Henry Schein
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Cencora | $315.94 | −0.17% | $61.58B | 23.5 | 16.3 | 0.2 | +5.1% |
| McKesson | $888.96 | +0.28% | $103.79B | 23.7 | 19.2 | 0.3 | +7.7% |
| Cardinal Health | $226.16 | +0.18% | $52.87B | 31.2 | 18.1 | 0.2 | +5.8% |
| CVS Health | $87.07 | −0.61% | $111.77B | 23.2 | 10.8 | 0.3 | +7.3% |
| UnitedHealth Group | $373.61 | −1.05% | $342.88B | 24.3 | 17.5 | 0.8 | +0.4% |
| Cigna | $273.37 | −0.40% | $72.53B | 11.4 | 8.6 | 0.3 | +6.6% |
| Henry Schein | $86.81 | +1.88% | $9.71B | 24.8 | 15.3 | 0.7 | +6.7% |
| Median | 24.0 | 16.4 | 0.3 | +6.7% |