McKesson (MCK) CTO Francisco Fraga Sells $797K of Stock
Key Points
- Francisco Fraga sold 800.491 shares of McKesson Corporation on October 15, 2026, at a price of $995.80, totaling roughly $797,128.
- After the trade, Francisco Fraga holds 5,423 $MCK shares, down 12.86% from before the trade.
- The planned transaction lowered Fraga's direct holdings to 5423.496 shares, following several prior insider sales earlier in the year.
- Wall Street analysts recently adjusted targets for the medical distribution firm ahead of its upcoming November 4, 2026 earnings report.
Since the trade, $MCK is up 0.6% to date (from the $998.64 close on Oct 15, 2026).
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Francisco Fraga, EVP, CIO and CTO of McKesson Corporation (NYSE:MCK), sold 800.491 shares on October 15, 2026. The stock changed hands at $995.80 per share, for a total value of about $797,128. Details of the sale appeared in a Form 4 filing with the SEC. On the day of the transaction, the stock closed at $998.64. The shares were sold under a pre-arranged Rule 10b5-1 trading plan. Following the transaction, Fraga holds 5423.496 shares directly, marking a roughly 12.9% reduction in his holdings.
MCK
McKesson Corporation
Inside Francisco Fraga's McKesson Trade
The transaction executed by Fraga represents the latest in a series of insider moves at the medical distributor. The sale was carried out via a pre-planned framework, which lets corporate insiders schedule stock sales ahead of time to avoid questions about trading on nonpublic details.
Other Institutional Activity in McKesson
Large funds continue to adjust positions in the healthcare distributor. Brandes Investment Partners reduced its holdings by 15878 shares, ending with 172487 shares valued at about $130,331,173. Franklin Resources, Inc. trimmed its stake by 158060 shares to hold 2905114 shares worth $2,935,414,317. Massachusetts Financial Services Co. lowered its position by 453894 shares, leaving it with 2446386 shares valued at $2,471,901,788. Lone Pine Capital previously added a brand-new position of 392224 shares worth about $296,364,445.
McKesson Corporation Stock Up 14.9%
Shares recently traded around $1004.84 as of October 19, 2026, up about 0.6% since the transaction date when the stock closed at $998.64. The company has a beta of 0.307, pointing to lower volatility than the broader market.
Recent Earnings
The healthcare services provider posted trailing-twelve-month revenue of $410,983,006,208 alongside basic earnings of $37.26 per share. Year-over-year revenue growth reached 7.7%, while the net margin stood at 1.1%. The company is scheduled to report its next round of financial results on November 4, 2026.
Dividend
Eligible shareholders receive an annual dividend rate of $3.76 per share, which corresponds to a payout ratio of 8.8% based on recent earnings.
Insider Buying and Selling at McKesson Corporation
Insiders have actively managed their equity stakes over recent months. Chief Executive Officer Brian Tyler sold 8463 shares on June 17, 2026, at $775.13 per share for a total of $6,559,925.19 in a planned move. Later, on July 7, 2026, CEO Brian Scott Tyler sold another 8463 shares at $793.56 for $6,715,898. Director Bradley E Lerman sold 301 shares at $892.32 on August 10, 2026, totaling $268,590. Officer Napoleon B Rutledge Jr sold 111 shares at $891.45 on September 8, 2026, for $98,951.
Analysts Set New Price Targets
Wells Fargo maintained its Equal-Weight rating on August 11, 2026, lifting its target to $933.00 from $812.00. Barclays kept an Overweight rating on August 19, 2026, raising its target to $1000.00 from $925.00. RBC Capital initiated coverage on August 19, 2026, with a Sector Perform rating and an $845.00 target, then reiterated that stance on September 14, 2026. Leerink Partners maintained an Outperform rating on October 7, 2026, pushing its target to $1070.00 from $1030.00.
About McKesson
Based in Irving, Texas, McKesson Corporation operates as a healthcare services provider across the United States and international markets. The firm manages four key segments: North American Pharmaceutical, Oncology & Multispecialty, Prescription Technology Solutions, and Medical-Surgical Solutions, supplying distribution and operational support across the medical sector.
Bottom Line
Insiders will continue to adjust holdings under structured plans ahead of the upcoming earnings release on November 4, 2026. Market participants will watch for updates on revenue growth and segment performance in the next report.
Related Filing Alerts
Source: Francisco Fraga's Form 4 filing on $MCK (Oct 15, 2026). Written by software, not financial advice. How we make alerts