COR Cencora Inc.

Cencora (NYSE: COR) has seen a quiet but steady rally, outperforming other healthcare distributors due to firm fundamentals and positive analyst sentiment. The stock is trading near its 52-week high, with investors recognizing its role as a high-quality compounder in healthcare logistics. Analysts maintain largely positive views, with consensus price targets suggesting continued upside for the company.

Segment Wealth Management LLC has acquired a new stake of 15,453 shares, valued at $4.83 million, in Cencora Inc. (NYSE:COR) during the third quarter. This investment comes as Cencora reported strong Q3 earnings, beating analyst estimates, and raised its FY2026 guidance. Institutional investors hold a significant portion of Cencora's stock, while insiders have been net sellers, divesting shares worth approximately $7 million in the last 90 days.

Pacer Advisors Inc. significantly reduced its stake in Cencora (NYSE:COR) by 97.8%, selling 880,384 shares in Q3, but still holds 20,187 shares valued at $6.31 million. Insiders EVP Silvana Battaglia and CEO Robert P. Mauch also sold shares in December, totaling 20,317 shares worth approximately $7.01 million over the last three months, though insiders still own 10.8% of the company. Wall Street analysts maintain a "Moderate Buy" rating with a consensus target price of $373.25, with some firms raising their price targets after Cencora reported strong Q3 earnings and increased its dividend.

Glaukos Corporation is well-positioned for growth due to the successful launch of its iDose TR product and its robust product pipeline, despite facing stiff competition. The company's shares have significantly outperformed the industry this year, driven by strong adoption of iDose TR and the recent FDA approval of Epioxa, which is set to boost its corneal health franchise. While reimbursement complexities and a temporary revenue disruption during the Epioxa transition pose challenges, Glaukos' diversified global growth, strong financial profile, and ongoing innovation support its positive outlook.

Cardinal Health (NYSE:CAH) is poised to go ex-dividend soon, offering a dividend payment of US$0.5107 per share, contributing to a 1.0% trailing yield. The company demonstrates strong dividend sustainability with a modest payout ratio of 31% from profit and 11% from free cash flow, alongside robust earnings growth of 23% per annum over the past five years. This favorable combination of rapid earnings growth, low payout ratios, and consistent dividend increases suggests Cardinal Health is a solid choice for dividend-focused investors.

Cencora, Inc. has agreed to acquire the majority of the outstanding equity in OneOncology it does not already own for an equity value of approximately $6 billion and a total cash consideration of roughly $5.0 billion. This acquisition reinforces Cencora's strategy to expand its management services organization in physician-led specialty care, particularly oncology, and is expected to strengthen its specialty solutions and improve patient access to pharmaceuticals and clinical trials. The deal is projected to be neutral to adjusted diluted earnings per share in the first 12 months post-closing and is anticipated to close by the end of Cencora’s fiscal 2026 second quarter.