Cardinal Health, Inc. Website

Cardinal Health, Inc.

NYSE-CAH

Company Overview

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.

  • Name

    Cardinal Health, Inc.

  • CEO

    Jason Hollar

  • Website

    www.cardinalhealth.com

  • Sector

    Health Care Providers and Services

  • Year Founded

    1979

Company Statistics

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Bulls Say

  • Cardinal Health distributes pharmaceutical products to nearly one third of the industry, leading to substantial negotiation leverage with generic drug manufacturers.

  • Increasing strategic priorities on specialty assets helps diversify Cardinal's revenue and profit channels into high-growth and high-margin industries.

  • Technology advancements continue to improve Cardinal Health’s performance and present new opportunities for wholesalers.

Bears Say

  • Reimbursement pressures on pharmacy and provider customers have led to an emphasis on cost containment, pressuring Cardinal Health’s profitability.

  • Scrutiny from the public and politicians over exorbitant branded and specialty drug list prices could result in lower price inflation long term, slowing Cardinal’s top-line growth.

  • Although unlikely, the loss of Optum's contract calls into question the long-term viability of Cardinal's relationship with the firm's other key customers.

Source: Morningstar Analysis - Oct 30, 2025

What's happening

Nov 8, 2025 - Dec 10, 2025

Cardinal Health Inc Faces Market Headwinds Despite Positive Analyst Sentiment

  • Cardinal Health received a "Moderate Buy" consensus rating from analysts, with twelve out of fifteen firms recommending a buy.
  • The company reported a significant revenue increase of 22.4% year-over-year and exceeded earnings per share expectations.
  • Barclays initiated coverage with an Overweight rating and a price target of $243.00, reflecting confidence in the company's future performance.

Over the past month, Cardinal Health Inc (CAH) experienced a decline of 2.3%, contrasting sharply with the S&P 500's gain of 1.9%. This resulted in CAH underperforming the broader market by 4.2%. Despite this overall downward trend, several bullish developments emerged that positively influenced investor sentiment during this period.

On November 24th, CAH garnered attention from analysts who assigned it a "Moderate Buy" consensus rating; twelve out of fifteen firms recommended buying shares while three suggested holding them. This positive outlook was supported by impressive earnings results that showcased a substantial revenue increase of 22.4% year-over-year along with earnings per share that surpassed expectations. Additionally, the declaration of a quarterly dividend reinforced Cardinal Health's commitment to returning value to shareholders.

Analyst Glen Santangelo from Barclays initiated coverage on December 9th with an Overweight rating and set an ambitious price target at $243.00 per share after shares closed at $198.83 previously. Shortly before this announcement, Deutsche Bank raised its price target for CAH from $195 to $208 while maintaining its Hold rating on November 18th; both actions reflect growing confidence in Cardinal Health's prospects despite recent challenges in the market.

Despite these encouraging indicators and strong financial results indicating operational strength within Cardinal Health Inc., its stock faced headwinds leading to overall underperformance compared to both the S&P 500 index and health care sector benchmarks—where it lagged by approximately -4.9%.

NYSE:CAH