Insider Trading February 23, 2026

McKesson Director Sells $328,012 of Stock as Shares Hover Near 52-Week High

Director Maria Martinez reduces stake following strong quarter for the healthcare distributor; shares trade near yearly peak amid mixed investor response

By Avery Klein MCK
McKesson Director Sells $328,012 of Stock as Shares Hover Near 52-Week High
MCK

McKesson director Maria Martinez disposed of 349 shares on February 19, 2026, for $939.865 apiece, totaling $328,012, leaving her with 301 shares. The sale occurred while McKesson shares were trading close to their 52-week high. The company recently reported fiscal Q3 results that beat analyst estimates, but the stock fell in after-hours trading despite an analyst price-target raise.

Key Points

  • Director Maria Martinez sold 349 McKesson shares on Feb. 19, 2026, at $939.865 each, totaling $328,012; she now directly owns 301 shares.
  • McKesson shares are trading near their 52-week high ($971.93) and have returned 59% over the past year, with the stock at a P/E of 27.39.
  • The company beat fiscal Q3 2026 estimates with adjusted EPS of $9.34 (consensus $9.16) and revenue of $106.16 billion (consensus $105.87 billion); TD Cowen raised its price target to $1,012 and kept a Buy rating.

Director Maria Martinez executed a sale of 349 shares of McKesson Corp common stock on February 19, 2026, according to a Form 4 filing submitted to the Securities and Exchange Commission. The shares changed hands at $939.865 per share, resulting in a reported transaction value of $328,012. After completing the sale, Martinez is listed as directly owning 301 shares of McKesson.

The disposition comes as McKesson's share price sits close to its 52-week peak of $971.93; the stock was trading at $951.65 at the time of the report. Over the prior 12 months the healthcare distributor has produced a 59% total return for shareholders and currently trades at a price-to-earnings ratio of 27.39.

Research available through InvestingPro is cited as concluding that McKesson remains undervalued against its Fair Value estimate. The platform also offers a Pro Research Report covering MCK and more than 1,400 U.S. equities for investors seeking expanded analysis.


McKesson's most recent quarterly results for fiscal third quarter 2026 outperformed consensus estimates. The company reported adjusted earnings per share of $9.34, ahead of the $9.16 forecast. Revenue for the quarter came in at $106.16 billion, modestly topping expectations of $105.87 billion.

Despite the beats on both EPS and revenue, McKesson's stock declined in aftermarket trading, reflecting a mixed reception from the market. In the wake of the results, TD Cowen increased its price target for McKesson from $1,000 to $1,012 while retaining a Buy rating. The firm pointed to the company’s strong results, particularly in its Oncology & Manufacturer Solutions and RxTS segments, as factors behind adjusted operating income that exceeded expectations.


The Form 4 disclosure, the share-price context and recent earnings release together paint a picture of active insider activity amid elevated market valuation and recent analyst attention. The director-level sale is a discrete, documented transaction; additional context about the motivation or timing was not included in the filing.

For investors seeking deeper metrics and valuation comparisons, the InvestingPro Fair Value tools and the Pro Research Report are referenced as available resources covering MCK and a broad set of U.S. equities.

Risks

  • Market reaction was mixed despite the quarterly beats, as evidenced by a decline in aftermarket trading - this may signal investor uncertainty in the Healthcare sector.
  • Insider selling after strong stock performance could attract investor scrutiny; such transactions may influence sentiment among institutional and retail shareholders.
  • Valuation dynamics remain relevant: while InvestingPro flags MCK as undervalued versus Fair Value, the stock is trading near its 52-week high and at a P/E of 27.39, leaving potential for price volatility in the broader equity markets.

More from Insider Trading

CNB Financial SEVP records sale and stock grant as board declares quarterly dividend Feb 23, 2026 Richardson Electronics CFO Disposes of $51,948 in Stock; Company Posts Mixed Q2 FY2026 Results Feb 23, 2026 EOG Resources COO Executes $250,000 Stock Sale Under 10b5-1 Plan Feb 23, 2026 MKS Inc. Director Sells $322,574 in Stock as Shares Trade Near Yearly High Feb 23, 2026 MKS Instruments VP McCarthy Disposes Entire Direct Stake in $366,502 Sale Feb 23, 2026