May. 14 at 9:11 PM
$CAH Cardinal Health (CAH) is trading up approximately 4.3% today, May 14, 2026, reaching roughly
$194.38. The stock's positive momentum is driven by a combination of recent bullish analyst revisions and a raised full-year profit outlook.
Management recently increased its fiscal 2026 adjusted EPS guidance to a range of
$10.70–
$10.80, reflecting robust 30%–31% year-over-year growth.
Brokerages like TD Cowen and Morgan Stanley recently boosted their price targets to
$255, citing strength in the high-margin specialty pharmaceutical segment and consistent share repurchases.
On May 5, the board approved an increase in the quarterly dividend to
$0.5158 per share. TP from
$242 to
$275.
Revenue from the specialty pharmaceutical segment is expected to exceed
$50 billion in fiscal 2026, driven by high demand for oncology and immunology therapies.
Investments in radio-pharmaceutical production, such as the expansion of its Actinium-225 capabilities, are expected to provide durable long-term margins."
