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Forecast

The analysts' average price target is €152.62 (-48.50%). The median is €155.30 (-47.60%).

Buy	20
Hold	9
Sell	1

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Cencora relies on specialty pharma as growth driver and raises outlook for Healthcare Solutions

At the Morgan Stanley Global Healthcare Conference, Cencora presented its strategy focused on specialty pharmaceuticals—especially oncology and retinal diseases—and a multi‑stage expansion plan for MSO platforms such as OneOncology and RCA. Management expects adjusted operating earnings growth in Healthcare Solutions of 14.5–15.5% and sees Part B biosimilars, the recovery of World Courier and international 3PL as key growth drivers. In the third quarter, Cencora completed opportunistic share repurchases of $1 billion, repaid a $800 million term loan and reported that short‑term volume shifts at Walgreens are small and already reflected in the outlook. » More on de.investing.com
Cencora: specialty pharmaceuticals remain central growth driver

Cencora said at the Wells Fargo healthcare conference that specialty pharmaceuticals are driving the strong fiscal 2026 and are expected to continue growing in both the physician and hospital businesses. GLP‑1 sales rose in Q3 by 25% to $2.3 billion but remain unprofitable, while OneOncology grew organically from about 1,700 to over 2,300 providers. Management emphasized ongoing investments in oncology, biosimilars and data services and the stability of the relationship with Walgreens despite a small volume shift; an opportunistic share buyback of over $1 billion was also executed. » More on de.investing.com
Cencora confirms annual guidance despite volume shift at Walgreens

Cencora confirmed its adjusted diluted earnings-per-share target for 2026 in a range of $17.75 to $17.95. The stock fell about 4.8% after the report, after Walgreens shifted certain business volumes outside the collaboration effective July 1. Cencora stresses that the main supplier agreement with Walgreens still accounts for the majority of the business and that the volume shift was already reflected in the disclosures on August 5. » More on de.investing.com

Historical dividends Dividends

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In 2026, Cencora has already paid €1.55 in dividends. The last payout was in August.

Financials

In the last quarter, Cencora had revenue of €74.26B and net profit of €669M

(EUR)	June 2026	YoY
Revenue	74.26B	8.51%
Gross profit	3.16B	28.15%
Net profit	669M	14.71%
EBITDA	1.71B	58.50%

Fundamentals

Metric	Value
Market capitalization	€32.26B
Number of shares	200.85M
52-week high/low	€173.85 - €121.44
Dividend yield	0.70%
Dividends TTM	€2.06
Beta	0.56
P/E ratio	24.45
PEG ratio	0.64
P/B ratio	20.92
P/S ratio	0.19

Company profile

AmerisourceBergen Corporation sources and distributes pharmaceutical products in the United States and internationally. Its Pharmaceutical Distribution segment distributes brand-name and generic pharmaceuticals, over-the-counter healthcare products, home healthcare supplies and equipment, and related services to various healthcare providers, including acute care hospitals and health systems, independent and chain retail pharmacies, mail order pharmacies, medical clinics, long-term care and alternate site pharmacies, and other customers. It also provides pharmacy management, staffing, and other consulting services; supply management software to retail and institutional healthcare providers; and packaging solutions to various institutional and retail healthcare providers. In addition, this segment distributes plasma and other blood products, injectable pharmaceuticals, vaccines, and other specialty products; provides other services primarily to physicians who specialize in various disease states, primarily oncology, as well as to other healthcare providers, including hospitals and dialysis clinics; and offers data analytics, outcomes research, and additional services for biotechnology and pharmaceutical manufacturers. The company's Other segment provides integrated manufacturer services, such as clinical trial support, product post-approval, and commercialization support; specialty transportation and logistics services for the biopharmaceutical industry; and sells pharmaceuticals, vaccines, parasiticides, diagnostics, micro feed ingredients, and various other products to customers in the companion animal and production animal markets, as well as demand-creating sales force services to manufacturers. AmerisourceBergen Corporation was incorporated in 2001 and is headquartered in Conshohocken, Pennsylvania.