Leerink Partnrs Comments on Cardinal Health, Inc.’s Q4 2025 Earnings (NYSE:CAH)

Cardinal Health, Inc. (NYSE:CAH) – Equities researchers at Leerink Partnrs decreased their Q4 2025 earnings per share estimates for shares of Cardinal Health in a report released on Monday, October 7th. Leerink Partnrs analyst M. Cherny now expects that the company will earn $2.00 per share for the quarter, down from their previous forecast of $2.03. The consensus estimate for Cardinal Health’s current full-year earnings is $7.62 per share.

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

Several other equities analysts have also recently issued reports on the company. Wells Fargo & Company lifted their price objective on Cardinal Health from $95.00 to $101.00 and gave the company an “underweight” rating in a research note on Thursday, August 15th. Deutsche Bank Aktiengesellschaft lifted their price objective on Cardinal Health from $115.00 to $119.00 and gave the company a “hold” rating in a research note on Friday, August 16th. UBS Group lifted their price objective on Cardinal Health from $120.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, August 15th. Argus lifted their price objective on Cardinal Health from $115.00 to $125.00 and gave the company a “buy” rating in a research note on Wednesday, September 11th. Finally, Morgan Stanley boosted their target price on Cardinal Health from $114.00 to $119.00 and gave the stock an “overweight” rating in a research note on Thursday, August 15th. One research analyst has rated the stock with a sell rating, four have issued a hold rating and eight have issued a buy rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $119.36.

Cardinal Health Price Performance

NYSE CAH opened at $113.84 on Wednesday. The company has a market cap of $27.73 billion, a P/E ratio of 50.60, a P/E/G ratio of 1.33 and a beta of 0.60. The stock has a 50-day moving average of $109.51 and a two-hundred day moving average of $103.99. Cardinal Health has a 1-year low of $90.19 and a 1-year high of $116.05.

Cardinal Health Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, October 15th. Shareholders of record on Tuesday, October 1st will be issued a dividend of $0.506 per share. This represents a $2.02 dividend on an annualized basis and a yield of 1.78%. The ex-dividend date of this dividend is Tuesday, October 1st. This is an increase from Cardinal Health’s previous quarterly dividend of $0.51. Cardinal Health’s dividend payout ratio (DPR) is currently 89.78%.

Insiders Place Their Bets

In related news, insider Jessica L. Mayer sold 16,573 shares of the firm’s stock in a transaction that occurred on Wednesday, August 21st. The stock was sold at an average price of $109.39, for a total value of $1,812,920.47. Following the sale, the insider now owns 75,971 shares of the company’s stock, valued at approximately $8,310,467.69. This trade represents a 0.00 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. In other news, CEO Jason M. Hollar sold 46,455 shares of Cardinal Health stock in a transaction on Monday, August 19th. The stock was sold at an average price of $109.02, for a total transaction of $5,064,524.10. Following the transaction, the chief executive officer now directly owns 197,636 shares in the company, valued at approximately $21,546,276.72. This trade represents a 0.00 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Jessica L. Mayer sold 16,573 shares of Cardinal Health stock in a transaction on Wednesday, August 21st. The shares were sold at an average price of $109.39, for a total value of $1,812,920.47. Following the transaction, the insider now owns 75,971 shares in the company, valued at approximately $8,310,467.69. This trade represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 113,963 shares of company stock valued at $12,379,980 in the last quarter. Insiders own 0.15% of the company’s stock.

Hedge Funds Weigh In On Cardinal Health

A number of hedge funds have recently modified their holdings of CAH. Sound Income Strategies LLC grew its stake in Cardinal Health by 8,455.0% in the third quarter. Sound Income Strategies LLC now owns 1,711 shares of the company’s stock valued at $189,000 after purchasing an additional 1,691 shares in the last quarter. Exchange Traded Concepts LLC grew its stake in Cardinal Health by 48.0% in the third quarter. Exchange Traded Concepts LLC now owns 8,875 shares of the company’s stock valued at $981,000 after purchasing an additional 2,880 shares in the last quarter. Gateway Investment Advisers LLC grew its stake in Cardinal Health by 10.0% in the third quarter. Gateway Investment Advisers LLC now owns 6,120 shares of the company’s stock valued at $676,000 after purchasing an additional 555 shares in the last quarter. Livforsakringsbolaget Skandia Omsesidigt grew its stake in Cardinal Health by 868.1% in the third quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,799 shares of the company’s stock valued at $641,000 after purchasing an additional 5,200 shares in the last quarter. Finally, Pinnacle Bancorp Inc. grew its stake in Cardinal Health by 20.0% in the third quarter. Pinnacle Bancorp Inc. now owns 690 shares of the company’s stock valued at $76,000 after purchasing an additional 115 shares in the last quarter. 87.17% of the stock is currently owned by institutional investors and hedge funds.

Cardinal Health Company Profile

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.