Cencora, Inc.

Cencora, Inc.

CORยทNYSE

$263.64

-0.40%
HealthcareMedical - Distribution

Cencora, Inc. sources and distributes pharmaceutical products. Its U.S. Healthcare Solutions segment distributes pharmaceuticals, over-the-counter healthcare products, home healthcare supplies and equipment, and related services to 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. The company also provides pharmacy management, staffing, and other consulting services; supply management software to retail and institutional healthcare providers; packaging solutions to various institutional and retail healthcare providers; clinical trial support, product post-approval, and commercialization support services; data analytics, outcomes research, and additional services for biotechnology and pharmaceutical manufacturers; and pharmaceuticals, vaccines, parasiticides, diagnostics, micro feed ingredients, and other products to the companion animal and production animal markets. In addition, this segment distributes plasma and other blood products, injectable pharmaceuticals, vaccines, and other specialty products; and 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. The company's International Healthcare Solutions segment offers international pharmaceutical wholesale and related service, and global commercialization services; and distributes pharmaceuticals, other healthcare products, and related services to pharmacies, doctors, health centers and hospitals primarily in Europe. This segment also provides specialty transportation and logistics services for the biopharmaceutical industry. The company was formerly known as AmerisourceBergen Corporation and changed its name to Cencora, Inc. in August 2023. Cencora, Inc. was incorporated in 2001 and is headquartered in Conshohocken, Pennsylvania.

At a Glance

Live Snapshot
Market Cap$51.29B
EPS8.0200
P/E Ratio32.87
Earnings Date08/05/2026
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Cencora, Inc. Street Expectations Map

COR ยท NYSE

Wall Street analysts project that COR stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 389.29, with estimates ranging from a low of 331.00 to a high of 440.00.

Lowest Target
331.00
25.55%
Consensus Target
389.29
47.66%
Highest Target
440.00
66.89%

The consensus 1-year price target stands at 389.29, with estimates ranging from a low of 331.00 to a high of 440.00.

Analyst Consensus Analysis

Upside Potential

+47.7%

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

Analyst Agreement

28.0% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

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.

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Cencora, Inc. Forward Estimates of Revenue

COR ยท NYSE
Latest Revenue
321.33B
FY 2025
Avg Estimate
337.94B
FY 2026
Estimate Range
335.41B - 341.95B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.2%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

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

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Cencora, Inc. Forward Estimates of Net Income

COR ยท NYSE
Latest Net Income
1.55B
FY 2025
Avg Estimate
3.46B
FY 2026
Estimate Range
3.42B - 3.49B
Analyst Spread

Forward Growth Analysis

Projected Growth+122.5%

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

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

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.

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Cencora, Inc. Forward Estimates of EPS

COR ยท NYSE
Latest EPS
8.02
FY 2025
Avg Estimate
$17.77
FY 2026
Estimate Range
$17.53 - $17.89
Analyst Spread

Forward Growth Analysis

Projected Growth+121.6%

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

Analyst Coverage6 Analysts

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

Estimate Spread2%

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.

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Cencora, Inc. Forward Estimates of EBIT

COR ยท NYSE
Latest EBIT
2.68B
FY 2025
Avg Estimate
3.15B
FY 2026
Estimate Range
3.13B - 3.19B
Analyst Spread

Forward Growth Analysis

Projected Growth+17.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

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

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Cencora, Inc. Forward Estimates of EBITDA

COR ยท NYSE
Latest EBITDA
3.74B
FY 2025
Avg Estimate
4.24B
FY 2026
Estimate Range
4.21B - 4.29B
Analyst Spread

Forward Growth Analysis

Projected Growth+13.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

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

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Cencora, Inc. Forward Estimates of SG&A Expense

COR ยท NYSE
Latest SG&A Expense
6.49B
FY 2025
Avg Estimate
6.55B
FY 2026
Estimate Range
6.50B - 6.62B
Analyst Spread

Forward Growth Analysis

Projected Growth+0.8%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

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

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Cencora, Inc. Insider Positioning

COR ยท NYSE

During the last 12 months, insiders have purchased $1.07M and sold $41.55M worth of COR shares, resulting in $40.48M of net selling activity.

3 Months

Bought

4.0K

1.07M

Sold

0

0.00

Net Activity

+1.1M

+$1.07M

3-6 Months

Bought

0

0.00

Sold

24.3K

8.50M

Net Activity

-8.5M

-$8.50M

6-9 Months

Bought

0

0.00

Sold

48.5K

14.69M

Net Activity

-14.7M

-$14.69M

9-12 Months

Bought

0

0.00

Sold

62.7K

18.36M

Net Activity

-18.4M

-$18.36M

Top Buyers

1
DDM

Durcan Dermot Mark

Director

4.0K sharesโ€ข1 transactions

$1.07M

Top Sellers

1
CSH

Collis Steven H

Director, Officer: Executive Chairman

75.1K sharesโ€ข4 transactions

$21.85M

2
MRP

Mauch Robert P.

Director, Officer: President & Ceo

45.5K sharesโ€ข10 transactions

$14.79M

3
BS

Battaglia Silvana

Officer: Executive Vice President

5.8K sharesโ€ข2 transactions

$1.79M

4
CES

Campbell Elizabeth S

Officer: Executive Vice President

5.2K sharesโ€ข2 transactions

$1.74M

5
KL

Krikorian Lazarus

Officer: Svp & Chief Accounting Officer

4.0K sharesโ€ข1 transactions

$1.38M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $40.48M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.03:1

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

Recent Trend (3 Months)

$1.07M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.