Fort Washington Investment Advisors 13F: Adds $56M to COR Stake

Fort Washington Investment Advisors boosted its stake in Cencora, Inc. (NYSE: COR) by 185,057 shares in a filing dated October 15, 2026. The increase brings the total shares held by the firm to 431,763, valued at approximately $129.6 million. This reflects a 75.0% increase in their position in the healthcare company known for sourcing and distributing pharmaceutical products.

What Changed in Fort Washington Investment Advisors' Cencora Position

Fort Washington added 185,057 shares to its holdings in Cencora, raising its total from 246,706 to 431,763 shares. The firm now values its stake at approximately $129,636,841 following this significant increase.

Other Institutional Activity in Cencora

Other institutional investors have shown varied activity in Cencora, Inc. Blackrock Inc. reduced its holdings by 1,729,043 shares, leaving it with 18,213,783 shares valued at around $6.2 billion. Vanguard Capital Management LLC added 65,263 shares, raising its total to 12,378,943 shares worth about $4.2 billion. Meanwhile, Vanguard Portfolio Management LLC increased its stake by 21,099 shares, ending with 9,611,756 shares valued at approximately $3.3 billion, while State Street Corporation added 83,632 shares, totaling 9,273,983 shares worth around $3.2 billion. T. Rowe Price Investment Management, Inc. made a notable increase of 1,116,609 shares, bringing its total to 7,410,910 shares valued at approximately $2.5 billion.

Cencora, Inc. Stock Down 0.1%

As of October 16, 2026, Cencora's shares are trading around $341.14, which is 6.6% above the 50-day moving average of about $319.93 and 7.5% above the 200-day moving average of approximately $317.48. However, the stock is still about 9.6% below its 52-week high of $377.54, indicating there is room for growth despite recent gains.

Recent Earnings

Cencora reported trailing twelve-month revenue of $332.77 billion and an earnings per share (EPS) of $13.47. The company has demonstrated a year-over-year revenue growth of 5.1%. The next earnings report is scheduled for November 4, 2026.

Dividend

Cencora pays an annual dividend of $2.40 per share, with a dividend yield of 0.7%. The dividend payout ratio is 17.4%, which indicates a balanced approach to returning value to shareholders while maintaining growth.

Insider Buying and Selling at Cencora, Inc.

Several insiders have sold shares recently. Elizabeth S. Campbell, an officer, sold 11,300 shares on August 24, 2026, at an average price of $324.12, totaling about $3.66 million. Lazarus Krikorian, another officer, sold 985 shares on September 1, 2026, for about $321,080. Director Lon R. Greenberg sold 1,280 shares on September 16, 2026, for a total of approximately $411,264. Krikorian made another sale of 986 shares on October 1, 2026, totaling about $298,935.

Analysts Set New Price Targets

Analysts have shown a generally positive outlook on Cencora. On August 7, 2026, Morgan Stanley maintained an Overweight rating with a target price of $346, while Wells Fargo also maintained an Overweight rating with a higher target of $395 set on August 11, 2026. RBC Capital initiated coverage with a Sector Perform rating and a target of $330 on August 19, 2026, reiterating the same in their follow-up on September 8. Leerink Partners maintained an Outperform rating with a price target of $388 on October 7, 2026.

About Cencora

Cencora, Inc. is engaged in the sourcing and distribution of pharmaceutical products both in the United States and internationally. It plays a critical role in the healthcare supply chain, ensuring that healthcare providers have access to necessary medical products.

Bottom Line

Investors should keep an eye on Cencora's performance, especially leading up to its earnings report on November 4, 2026. The recent activity by Fort Washington Investment Advisors reflects a growing confidence in the company, though the overall market conditions and insider selling warrant attention as well. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.