Cardinal Health, Inc.

Cardinal Health, Inc.

CAHยทNYSE

$195.85

+0.50%
HealthcareMedical - Distribution

Cardinal Health, Inc. operates as an integrated 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. The company operates in two segments, Pharmaceutical and Medical. The Pharmaceutical segment distributes branded and generic pharmaceutical, specialty pharmaceutical, and over-the-counter healthcare and consumer products. The segment also provides services to pharmaceutical manufacturers and healthcare providers for specialty pharmaceutical products; operates nuclear pharmacies and radiopharmaceutical manufacturing facilities; repackages generic pharmaceuticals and over-the-counter healthcare products; and offers medication therapy management and patient outcomes services to hospitals, other healthcare providers, and payers, as well as provides pharmacy management services to hospitals. The Medical segment manufactures, sources, and distributes Cardinal Health branded medical, surgical, and laboratory products and devices that include exam and surgical gloves; needles, syringe, and sharps disposals; compressions; incontinences; nutritional delivery products; wound care products; single-use surgical drapes, gowns, and apparels; fluid suction and collection systems; urology products; operating room supply products; and electrode product lines. The segment also distributes a range of national brand products, including medical, surgical, and laboratory products; provides supply chain services and solutions to hospitals, ambulatory surgery centers, clinical laboratories, and other healthcare providers; and assembles and sells sterile, and non-sterile procedure kits. The company was incorporated in 1979 and is headquartered in Dublin, Ohio.

At a Glance

Live Snapshot
Market Cap$45.87B
EPS6.4800
P/E Ratio30.22
Earnings Date08/11/2026
cah

Cardinal Health, Inc. Street Expectations Map

CAH ยท NYSE

Wall Street analysts project that CAH stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 253.38, with estimates ranging from a low of 235.00 to a high of 275.00.

Lowest Target
235.00
19.99%
Consensus Target
253.38
29.37%
Highest Target
275.00
40.41%

The consensus 1-year price target stands at 253.38, with estimates ranging from a low of 235.00 to a high of 275.00.

Analyst Consensus Analysis

Upside Potential

+29.4%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

15.8% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

cah

Cardinal Health, Inc. Forward Estimates of Revenue

CAH ยท NYSE
Latest Revenue
222.58B
FY 2025
Avg Estimate
257.68B
FY 2026
Estimate Range
254.63B - 262.95B
Analyst Spread

Forward Growth Analysis

Projected Growth+15.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

cah

Cardinal Health, Inc. Forward Estimates of Net Income

CAH ยท NYSE
Latest Net Income
1.56B
FY 2025
Avg Estimate
2.41B
FY 2026
Estimate Range
2.36B - 2.46B
Analyst Spread

Forward Growth Analysis

Projected Growth+54.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

cah

Cardinal Health, Inc. Forward Estimates of EPS

CAH ยท NYSE
Latest EPS
6.48
FY 2025
Avg Estimate
$9.86
FY 2026
Estimate Range
$9.76 - $10.18
Analyst Spread

Forward Growth Analysis

Projected Growth+52.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

cah

Cardinal Health, Inc. Forward Estimates of EBIT

CAH ยท NYSE
Latest EBIT
2.32B
FY 2025
Avg Estimate
987.01M
FY 2026
Estimate Range
975.33M - 1.01B
Analyst Spread

Forward Growth Analysis

Projected Growth-57.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

cah

Cardinal Health, Inc. Forward Estimates of EBITDA

CAH ยท NYSE
Latest EBITDA
3.11B
FY 2025
Avg Estimate
1.95B
FY 2026
Estimate Range
1.93B - 1.99B
Analyst Spread

Forward Growth Analysis

Projected Growth-37.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

cah

Cardinal Health, Inc. Forward Estimates of SG&A Expense

CAH ยท NYSE
Latest SG&A Expense
5.38B
FY 2025
Avg Estimate
6.31B
FY 2026
Estimate Range
6.23B - 6.44B
Analyst Spread

Forward Growth Analysis

Projected Growth+17.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

cah

Cardinal Health, Inc. Insider Positioning

CAH ยท NYSE

During the last 12 months, insiders have sold $13.72M worth of CAH shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

6.4K

1.47M

Net Activity

-1.5M

-$1.47M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

81.7K

12.25M

Net Activity

-12.3M

-$12.25M

Top Buyers

No buying activity

Top Sellers

1
HJM

Hollar Jason M.

Officer: Chief Executive Officer

29.3K sharesโ€ข2 transactions

$4.40M

2
WD

Weitzman Deborah

Officer: Ceo, Pss Segment

21.4K sharesโ€ข1 transactions

$3.22M

3
AAE

Alt Aaron E

Officer: Chief Financial Officer

16.1K sharesโ€ข2 transactions

$2.58M

4
SMC

Scherer Mary C.

Officer: Chief Accounting Officer

6.8K sharesโ€ข1 transactions

$1.01M

5
HPH

Hall Patricia Hemingway

Director

4.0K sharesโ€ข1 transactions

$919K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $13.72M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.