US · Healthcare · Medical Distribution
EPS came in at 4.48 against a street estimate of 4.37 — a beat of 2.5%.
Analysts rate Cencora Inc. a buy (12 buy, 2 hold, 0 sell out of 14) with an average price target of $369.31.
CONFIDENT COR delivered Q3 FY26 with 12% EPS growth and raised FY26 EPS guidance to $17.75–$17.95. U.S. Healthcare Solutions accelerated with double-digit organic operating income growth; specialty MSOs (One Oncology, RCA) outperformed. Share repurchases totaled $1B. Q3 FY26 U.S. accelerated Q2→Q3 due to specialty utilization rebound and MSO outperformance. International growth moderating slightly to ~8% low end due to FX headwinds; ~7% on constant currency basis. Analysts pressed on Q2→Q3 reacceleration (clarified utilization/MSO outperformance), Part B/D biosimilar economics (emphasized wraparound services differential), and One Oncology integration maturity (confirmed early clinical trial runway). Management reaffirmed long-term guidance and pharmaceutical-centric strategy discipline. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.45% |
| Vanguard Capital Management, LLC | 6.45% |
| Vanguard Portfolio Management, LLC | 5.03% |
| State Street Corp | 4.82% |
| T. Rowe Price Associates, Inc. | 3.84% |
| FMR Inc | 3.50% |
| T. Rowe Price Investment Management,Inc. | 3.30% |
| Geode Capital Management, LLC | 2.92% |
| Document | Date |
|---|---|
| Board / officer change · Q4 FY2026 CENCORA, INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Member Resignation: Dr. Lorence H. Kim resigned from the Board of Directors effective | 2026-08-14 |
| Reg FD disclosure · Q4 FY2026 CENCORA, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Adjusted diluted EPS guidance for fiscal year 2026: $17.75 to $17.95 (reaffirmed) • Guidance rem | 2026-08-12 |
| Quarterly report · Q3 FY2026 CENCORA, INC. – Q3 2026 (10-Q) SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue (9 months): $249.0 billion (up 4.8% vs. $237.6 billion prior | 2026-08-05 |
| Material agreement · Q4 FY2026 CENCORA, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Multi-Currency Revolving Credit Facility increased from $5.5 billion to $7.0 billion – new aggre | 2026-08-05 |
| Results announced · Q4 FY2026 CENCORA Q3 FY2026 RESULTS SUMMARY HEADLINE NUMBERS • Q3 Revenue: $84.8 billion, up 5.1% year-over-year • Q3 GAAP Diluted EPS: $3.94, up 11.9% from $ | 2026-08-05 |
| Quarterly report · Q2 FY2026 CENCORA, INC. - FORM 10-Q SUMMARY (Q2 FY2026) HEADLINE NUMBERS • Revenue (6 months ended March 31, 2026): $164,287,932 thousand ($164.3 billion), up | 2026-05-06 |
| Quarterly report · Q1 FY2026 CENCORA, INC. - Q1 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue for Q1 FY2026 (three months ended December 31, 2025): $85,932,016 thousand ($85.9 | 2026-02-04 |
| Proxy statement · Q2 FY2026 CENCORA, INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Elect 11 directors to one-year terms (Board recommends FOR each nomi | 2026-01-22 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.60 / share ex-date Aug 14, 2026 · pay Aug 31, 2026 | 2026-08-14 |
| Dividend | $0.60 / share ex-date May 15, 2026 · pay Jun 1, 2026 | 2026-05-15 |
| Dividend | $0.60 / share ex-date Feb 13, 2026 · pay Mar 2, 2026 | 2026-02-13 |
| Dividend | $0.60 / share ex-date Nov 14, 2025 · pay Dec 1, 2025 | 2025-11-14 |
| Dividend | $0.55 / share ex-date Aug 15, 2025 · pay Sep 3, 2025 | 2025-08-15 |
| Announcement | Date |
|---|---|
| Entered definitive agreement to acquire EyeSouth Partners retina business Cencora, Inc. announced on March 23, 2026 that it has signed a definitive agreement to acquire EyeSouth Partners' retina business. The agreement was finalized on March 21, 2026. This is a st | 2026-03-23 |
| Animal health business to merge with Covetrus in $3.5 billion transaction Cencora announced on February 18, 2026, that it has agreed to merge MWI Animal Health (its animal health business) with Covetrus, Inc. The deal values MWI at $3.5 billion in enterprise value | 2026-02-18 |
| Acquired majority equity stake in OneOncology for $4.6 billion Cencora, Inc. announced its Q1 fiscal 2026 earnings (quarter ended December 31, 2025) on February 4, 2026. The company also disclosed a significant strategic acquisition: it purchased the ma | 2026-02-04 |
| Secured $1.5B term loan facility for OneOncology acquisition Cencora, Inc. secured $5.5 billion in total financing on January 12, 2026 to fund its acquisition of the majority stake in OneOncology that it doesn't currently own. The financing consists o | 2026-01-16 |
| Agreed to acquire majority equity interests in OneOncology from TPG Cencora announced on December 15, 2025, that it will acquire the majority stake in OneOncology (a physician-led oncology practice platform) from investment firm TPG for approximately $3.6 bi | 2025-12-15 |
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Google PlayApp StoreData updated 2026-09-18.