Zacks Research Weighs in on Cardinal Health, Inc.’s Q2 2025 Earnings (NYSE:CAH)

Cardinal Health, Inc. (NYSE:CAH) – Stock analysts at Zacks Research lifted their Q2 2025 earnings estimates for Cardinal Health in a research report issued on Wednesday, September 4th. Zacks Research analyst R. Department now forecasts that the company will post earnings per share of $1.81 for the quarter, up from their previous forecast of $1.78. The consensus estimate for Cardinal Health’s current full-year earnings is $7.61 per share. Zacks Research also issued estimates for Cardinal Health’s Q1 2026 earnings at $1.72 EPS.

Cardinal Health (NYSE:CAH) last released its earnings results on Wednesday, August 14th. The company reported $1.84 EPS for the quarter, beating analysts’ consensus estimates of $1.74 by $0.10. The company had revenue of $59.87 billion during the quarter, compared to analysts’ expectations of $58.74 billion. Cardinal Health had a negative return on equity of 54.85% and a net margin of 0.37%. The firm’s revenue for the quarter was up 12.1% compared to the same quarter last year. During the same quarter last year, the business posted $1.55 EPS.

A number of other research analysts have also recently issued reports on CAH. JPMorgan Chase & Co. lifted their price target on shares of Cardinal Health from $111.00 to $123.00 and gave the company a “neutral” rating in a research report on Wednesday, August 21st. StockNews.com raised Cardinal Health from a “buy” rating to a “strong-buy” rating in a research report on Friday, August 16th. Evercore ISI raised their price objective on Cardinal Health from $105.00 to $115.00 and gave the company an “in-line” rating in a research report on Thursday, August 15th. Morgan Stanley boosted their target price on Cardinal Health from $114.00 to $119.00 and gave the stock an “overweight” rating in a report on Thursday, August 15th. Finally, Wells Fargo & Company raised their price target on Cardinal Health from $95.00 to $101.00 and gave the company an “underweight” rating in a report on Thursday, August 15th. One investment analyst has rated the stock with a sell rating, four have issued a hold rating, seven have given a buy rating and one has given a strong buy rating to the company. According to MarketBeat, Cardinal Health has a consensus rating of “Moderate Buy” and an average price target of $118.45.

Cardinal Health Trading Up 0.0 %

Shares of CAH stock opened at $111.80 on Friday. The company’s fifty day moving average price is $102.29 and its 200-day moving average price is $103.91. The stock has a market cap of $27.23 billion, a PE ratio of 49.69, a price-to-earnings-growth ratio of 1.54 and a beta of 0.61. Cardinal Health has a 12 month low of $85.82 and a 12 month high of $116.05.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Cultivar Capital Inc. purchased a new position in shares of Cardinal Health in the second quarter valued at about $27,000. Raleigh Capital Management Inc. raised its stake in Cardinal Health by 4,466.7% during the 4th quarter. Raleigh Capital Management Inc. now owns 274 shares of the company’s stock valued at $28,000 after purchasing an additional 268 shares during the period. YHB Investment Advisors Inc. purchased a new position in Cardinal Health in the 1st quarter worth approximately $32,000. LRI Investments LLC bought a new position in Cardinal Health in the 1st quarter worth approximately $32,000. Finally, Ashton Thomas Private Wealth LLC purchased a new stake in Cardinal Health during the 2nd quarter valued at approximately $29,000. Hedge funds and other institutional investors own 87.17% of the company’s stock.

Insider Activity

In other Cardinal Health news, insider Jessica L. Mayer sold 17,896 shares of the firm’s stock in a transaction dated Thursday, August 15th. The stock was sold at an average price of $106.48, for a total value of $1,905,566.08. Following the transaction, the insider now directly owns 94,529 shares of the company’s stock, valued at $10,065,447.92. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In other news, CFO Aaron E. Alt sold 2,323 shares of the firm’s stock in a transaction dated Monday, August 19th. The stock was sold at an average price of $108.91, for a total value of $252,997.93. Following the transaction, the chief financial officer now owns 36,867 shares of the company’s stock, valued at $4,015,184.97. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Jessica L. Mayer sold 17,896 shares of the firm’s stock in a transaction that occurred on Thursday, August 15th. The stock was sold at an average price of $106.48, for a total transaction of $1,905,566.08. Following the sale, the insider now owns 94,529 shares in the company, valued at approximately $10,065,447.92. The disclosure for this sale can be found here. Insiders sold 113,963 shares of company stock valued at $12,379,980 over the last three months. Insiders own 0.15% of the company’s stock.

Cardinal Health Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, October 15th. Stockholders of record on Tuesday, October 1st will be paid a $0.506 dividend. The ex-dividend date is Tuesday, October 1st. This is a positive change from Cardinal Health’s previous quarterly dividend of $0.51. This represents a $2.02 dividend on an annualized basis and a dividend yield of 1.81%. Cardinal Health’s payout ratio is currently 89.78%.

About Cardinal Health

Cardinal Health, Inc operates as a healthcare services and products company in the United States, Canada, Europe, Asia, and internationally. It provides customized solutions for hospitals, healthcare systems, pharmacies, ambulatory surgery centers, clinical laboratories, physician offices, and patients in the home.