Jefferies sets a new price target for McKesson Corporation (NYSE:MCK) at $900, indicating a potential increase of 16.96%.McKesson's acquisitions of PRISM Vision and Core Ventures aim to bolster its oncology, multispecialty, and technology-enabled segments.The company's Q1 FY26 results show strong revenue growth and robust cash flow guidance, supporting a raised long-term EPS target.McKesson Corporation (NYSE:MCK) is a prominent player in the healthcare sector, known for its role in distributing pharmaceutic ...

Core Insights - Solventum Corporation (SOLV) is valued at a market cap of $12.7 billion and operates in the healthcare sector, focusing on medical supplies, dental care, health information systems, and purification technologies [1] - SOLV is classified as a large-cap stock, indicating its significant size and influence in the medical instruments and supplies industry, providing science-driven solutions that enhance patient safety and healthcare efficiency [2] Financial Performance - SOLV's shares have decreased by 14.6% from its 52-week high of $85.92, while the S&P 500 Index has returned 10.5% over the same period [3] - Over the past 52 weeks, SOLV has gained 4.7%, underperforming the S&P 500's 16.4% increase, and on a year-to-date basis, SOLV is up 11.1% compared to the S&P 500's 13.2% rise [4] - In Q2, SOLV reported net sales of $2.2 billion, a 3.8% year-over-year increase, exceeding consensus estimates by 1.9%, with strong performance in MedSurg and HIS segments [5] - The adjusted EPS for Q2 was $1.69, reflecting an 8.3% increase from the previous year and 16.6% above analyst expectations, leading to an upward revision of fiscal 2025 guidance [5]

Core Viewpoint - Becton, Dickinson and Company (NYSE: BDX) is identified as a leading provider of medical supplies with significant undervaluation and a high dividend yield of nearly 2.5%, the highest in over a decade [1] Company Overview - Becton, Dickinson operates in various sectors including life sciences, infusion, and diagnostics [1] - The company is noted for its excellent dividend safety, making it an attractive option for dividend growth investors [1] Investment Strategy - The focus is on identifying undervalued large-cap stocks with sustainable dividend growth and potential for capital appreciation [1] - There is also an interest in tech and small- or mid-cap stocks for their growth potential, regardless of dividend status [1] Performance Metrics - The dividend yield of BDX is highlighted as being the highest in over ten years, indicating strong performance in terms of returns to shareholders [1]