Cardinal Health (CAH) Continues to Benefit from Rising Demand

Core Viewpoint - Brown Advisory Mid-Cap Growth Strategy underperformed its benchmark, the Russell Midcap® Growth Index, which increased approximately 3% in the third quarter of 2025 [1] Company Overview - Cardinal Health, Inc. (NYSE:CAH) is a healthcare services and products company with a market capitalization of $47.305 billion as of December 18, 2025, and its stock closed at $199.10 per share [2] - The one-month return for Cardinal Health, Inc. was -4.96%, while its shares gained 68.33% over the last 52 weeks [2] Performance and Strategy - In the third quarter of 2025, Cardinal Health, Inc. continues to benefit from rising demand for complex specialty and biologic therapies, expanding its value-added service offerings [3] - The company is also involved in adjacent markets such as third-party logistics and nuclear medicine, with its medical distribution business undergoing a turnaround under new management [3] Financial Highlights - Cardinal Health, Inc. reported a revenue increase of 22% year-over-year to $64 billion in the first quarter of fiscal 2026 [4] - The number of hedge fund portfolios holding Cardinal Health, Inc. decreased from 59 to 55 in the third quarter [4]