Cencora, IncNYSE: COR

No material news in the last 48 hours.

No material news in the last 48 hours.

On June 10, 2026, Barclays analyst Glen Santangelo maintained an Overweight rating on Cencora while lowering the price target to $350 from $425, a roughly 18% reduction. Cencora is undergoing a CFO transition, with longtime CFO James Cleary retiring (advising through year-end) and Eva C. Boratto appointed EVP and CFO effective June 29, 2026; the company also authorized a share-repurchase program of up to $2.0 billion and faces a new California labor class-action lawsuit. Shares traded around $285, up ~8% over the past month. Operationally, Cencora is advancing a CAR T-cell distribution partnership with Kite Pharma and expanding into retina services via a $1.1 billion acquisition. The PT cut and litigation are the key near-term overhangs; the bull case is the large buyback, raised full-year EPS guidance, and durable specialty-distribution growth despite biosimilar pricing pressure.

COR Maintained by Barclays -- Price Target Lowered to $350gurufocus.comCencora CFO Cleary to retire June 2026; guidance heldstocktitan.netIs Cencora's New CFO, $2 Billion Buyback, and Lawsuit Trio Altering The Investment Case?finance.yahoo.com

No material news in the last 48 hours.

On May 6, 2026, Cencora reported fiscal Q2 2026 adjusted EPS of $4.75 (vs. $4.73 consensus) on revenue of $78.4B that missed the $81.04B consensus. Management cited faster brand-to-biosimilar conversions at a large mail-order pharmacy customer, manufacturer price reductions, and lost customers. Cencora cut FY2026 revenue growth guidance to 4%-6% from 7%-9%, but raised adjusted EPS guidance to $17.65-$17.90. Morgan Stanley cut PT to $342 from $400 (Overweight); Baird cut to $339 from $420 (Outperform); UBS raised to $412 (Buy). Pomerantz Law Firm announced an investor investigation. CFO James Cleary will retire effective June 30. Cencora agreed to acquire EyeSouth Partners' retina business for $1.1B.

Cencora Reports Fiscal 2026 Second Quarter Resultsbusinesswire.comINVESTOR ALERT: Pomerantz Law Firm Investigatesprnewswire.comCencora Q2 2026 EPS Surgesimplywall.st

No material news in the last 48 hours.

Cencora reported fiscal Q2 results May 6 with revenue of $78.4B (+3.8% YoY) missing the $81.09B consensus, though adjusted diluted EPS of $4.75 (+7.5%) beat estimates; FY guidance raised to $17.65-$17.90 adj EPS. Company announced two strategic deals: MWI Animal Health/Covetrus merger creating a combined animal health platform, and $1.1B acquisition of EyeSouth Partners' retina business. CFO James F. Cleary will retire June 30. Resumed buyback with $1B planned by year-end. Multiple PT cuts: Morgan Stanley $342 (from $400), Baird $339 (from $420), Citi $355 (from $405), Evercore ISI $300 (from $360). Risk: biosimilar conversions and manufacturer price reductions pressure revenue.

Cencora Reports Fiscal 2026 Q2 Resultsbusinesswire.comCencora Q1 2026 Results Revenue Missindexbox.ioCencora (COR) Q2 2026 EPS Surgesimplywall.st

On May 6, 2026, Cencora reported fiscal Q2 2026 revenue of $78.4 billion, up 3.8% YoY but well below the $81.09B consensus, sending shares down 14%. Adjusted diluted EPS of $4.75 narrowly beat the $4.73 consensus. Management raised adjusted EPS guidance to $17.65-$17.90 (from $17.45-$17.75) but lowered FY26 revenue growth guidance to roughly 5% from 8%, citing faster-than-expected brand-to-biosimilar conversions at a large mail-order pharmacy customer, manufacturer price reductions, and lingering effects from lost customers. Cencora announced its MWI Animal Health business will merge with Covetrus to create a comprehensive animal health platform, and it signed a deal to acquire EyeSouth Partners' retina business. CFO James F. Cleary will retire effective June 30, 2026. Wells Fargo cut its price target to $331 from $429.

Cencora Reports Fiscal 2026 Second Quarter Resultsinvestor.cencora.comCencora (NYSE:COR) Reports Sales Below Analyst Estimates In Q1 CY2026 Earningsstockstory.orgCencora stock: Q2 earnings miss, analyst downgrades weigh on sharesad-hoc-news.de

Cencora reported FY2026 Q2 revenue of $78.4B (+3.8% YoY), missing estimates by $3.5B, and adjusted EPS of $4.75 (+7.5%); shares fell $53.16 (-17.4%) to $252.74 on May 6. The company raised adjusted EPS guidance to $17.65-$17.90 but cut FY26 revenue growth guidance to 4-6% citing a $2B revenue headwind from manufacturer list-price reductions. CFO James Cleary announced retirement effective June 30, 2026. Multiple law firms (Frank R. Cruz, Bronstein Gewirtz) launched securities fraud investigations on May 8. CEO Robert Mauch presented at the BofA Global Healthcare Conference May 13. Risk: pricing pressure and litigation overhang amid CFO transition.

Cencora Reports Fiscal 2026 Second Quarter Resultsbusinesswire.comSecurities Fraud Investigation Into Cencora, Inc. (COR) Announcedbusinesswire.comCencora (COR) Presents at Bank of America Global Healthcare Conference 2026seekingalpha.com

Cencora reported fiscal Q2 2026 results on May 6 with revenue of $78.4B (up 3.8% YoY) trailing the $81.09B consensus, and adjusted EPS of $4.75 missing the $4.80 estimate by $0.05. Management raised full-year FY26 adjusted EPS guidance to $17.65-$17.90 citing strength in specialty medicines and the OneOncology platform, but cut revenue guidance to $334.2B-$340.6B versus Street estimates near $345.9B. The company announced resumption of share repurchases, expecting to buy back $1B by year-end. Following the miss, Wells Fargo lowered its PT to $331 from $429 and Morgan Stanley to $342 from $400. Securities fraud investigations were announced on May 8 by Frank R. Cruz law firm and on May 13 by Bronstein, Gewirtz & Grossman. Management presented at the BofA Global Healthcare Conference on May 13, reaffirming confidence in long-term guidance despite share price weakness.

Cencora Reports Sales Below Analyst Estimates in Q1 CY2026 Earningsstockstory.orgSecurities Fraud Investigation Into Cencora, Inc. (COR) Announcedstockhouse.comCencora Q2 2026 Earnings Miss Weighs on Sharesad-hoc-news.de

No material news in the last 48 hours. Recent news (Q2 2026 earnings on May 6, CFO retirement, Covetrus/MWI merger) is older than 48 hours.

Bensler LLC Acquires New Holdings in Cencora, Inc. $CORamericanbankingnews.com

Cencora reported fiscal Q2 2026 revenue of $78.4 billion (up 3.8%) but missed estimates, sending shares down ~16%. Adjusted EPS of $4.75 was up 7.5% YoY but fell short of higher forecasts. The company raised full-year adjusted EPS guidance to $17.65–$17.90 (from $17.45–$17.75) and authorized a $1 billion buyback. Gross margin expanded 45 bps to 4.31% driven by OneOncology integration and 13.7% international operating income growth. Cencora signed a definitive deal to acquire EyeSouth Partners' retina business for $1.1 billion. Recent analyst PT cuts came from Morgan Stanley and Wells Fargo on growth slowdown concerns.

Cencora Reports Fiscal 2026 Second Quarter Resultsinvestor.cencora.comCencora Q2 revenue rises 3.8%, lifts 2026 EPS viewstocktitan.netCan Cencora (COR) Sustain Its Margin Gainssimplywall.st

Cencora reported fiscal Q2 2026 results on May 6: revenue of $78.4B (+3.8% YoY) missed the $80.97B consensus by 3.17%, and adjusted diluted EPS of $4.75 missed the $4.83 estimate by 1.66%. Management cited slower-than-expected GLP-1 growth and faster biosimilar conversions as headwinds. Despite the miss, Cencora raised FY26 adjusted EPS guidance to $17.65-$17.90 from $17.45-$17.75. Strategically, Cencora and Covetrus agreed to merge MWI Animal Health with Covetrus to create a combined animal-health platform, and Cencora signed a definitive agreement to acquire EyeSouth Partners' retina business, expanding specialty services. CFO James Cleary will retire effective June 30, 2026. Analyst consensus remains Buy with a $381 average target.

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