Cencora, INC

Market Movers (8-K)

NYSE
Cencora, Inc. announced a leadership change in its Human Resources department, with Silvana Battaglia retiring and Samantha Hammock appointed as the new Executive Vice President and Chief Human Resources Officer.
NYSE
Cencora has appointed former Bath & Body Works CFO Eva C. Boratto as its new Executive Vice President and Chief Financial Officer, effective June 29, 2026.
NYSE
Cencora, Inc. announced robust fiscal 2026 second quarter results, with revenue up 3.8% year-over-year to $78.4 billion and adjusted diluted EPS increasing 7.5% to $4.75, leading to a raised full-year EPS outlook.
NYSE
Cencora announced a definitive agreement to acquire EyeSouth Partners' retina business for $1.1 billion, expanding its Retina Consultants of America network.
Delay expected
Better than expected
NYSE
Cencora said CFO James F. Cleary will retire on June 30, 2026 and reaffirmed fiscal 2026 adjusted diluted EPS guidance of $17.45–$17.75.
NYSE
Cencora, Inc. announced the results of its 2026 Annual Meeting of Shareholders, confirming the election of eleven directors, advisory approval of executive compensation, and ratification of Ernst & Young LLP as auditor.

Quarterly Earnings (10-Q)

NYSE
Cencora, Inc. announced its financial results for the quarter and six months ended March 31, 2026, showcasing significant revenue and gross profit increases across its U.S. and International Healthcare Solutions segments, bolstered by strategic acquisitions and robust market demand.
Better than expected
NYSE
Cencora reports a 5.5% revenue increase in Q1 fiscal 2026, driven by U.S. Healthcare Solutions and strategic acquisitions, despite an asset impairment.
Capital raise
Better than expected
NYSE
Cencora reports significant revenue and profit increases, driven by the acquisition of Retina Consultants of America and strong GLP-1 product sales, despite a notable decline in operating cash flow.
Capital raise
Better than expected
NYSE
Cencora's Q2 2025 revenue increased by 10.3% year-over-year, driven by growth in the U.S. Healthcare Solutions segment and the acquisition of Retina Consultants of America (RCA).
Better than expected
NYSE
Cencora's Q1 2025 revenue increased by 12.8% year-over-year, primarily driven by growth in the U.S. Healthcare Solutions segment.
Worse than expected
NYSE
Cencora, Inc. saw a significant revenue increase in the third quarter of 2024, primarily fueled by growth in its U.S. Healthcare Solutions segment, despite ongoing legal and restructuring expenses.

Annual Reports (10-K)

NYSE
Cencora, Inc. announced robust financial results for fiscal year 2025, driven by significant revenue growth in U.S. Healthcare Solutions and strategic acquisitions, despite a goodwill impairment charge.
Capital raise
Better than expected
NYSE
Cencora, Inc. reports a 12.1% increase in revenue for fiscal year 2024, driven by growth in U.S. Healthcare Solutions, and announces the acquisition of Retina Consultants of America for approximately $4.6 billion.
Capital raise
Worse than expected

Insider Trading (Form 4)

NYSE
Cencora, Inc. reports a Form 4 filing detailing executive Silvana Battaglia's acquisition of common stock through the Employee Stock Purchase Plan.
NYSE
Cencora, Inc. reports a Form 4 filing detailing a stock purchase by Executive Vice President Elizabeth S. Campbell through the Employee Stock Purchase Plan.
NYSE
Cencora, Inc. reports a grant of restricted stock units to Chief Financial Officer Eva C. Boratto.
NYSE
Cencora, Inc. reports a Form 4 filing detailing a recent stock acquisition by Director Lauren M. Tyler.
NYSE
Cencora, Inc. Director D. Mark Durcan purchased 4,000 shares of common stock at a price of $266.26 per share.
NYSE
Lauren M. Tyler, a Director at Cencora, Inc., received restricted stock units valued at $30,000 as a substitute for her quarterly cash retainer.

Proxy Statements (Def-14A)

NYSE
Cencora, Inc. announces its 2026 Annual Meeting of Shareholders to be held virtually on March 5, 2026, outlining key voting proposals.
NYSE
Cencora achieved robust fiscal 2025 financial performance with 40% total shareholder return and $321.3 billion in revenue, driven by its pharmaceutical-centric strategy and key acquisitions.
Capital raise
Better than expected
NYSE
Cencora, Inc. will hold its annual shareholder meeting virtually on March 6, 2025, and has released proxy materials for review and voting.
NYSE
Cencora's proxy statement highlights the successful CEO transition, the addition of a new independent director, and a strong fiscal 2024 performance with $294.0 billion in revenue and a 26.2% total shareholder return.
Better than expected

Schedule 13D - Activist Investments

NYSE
Walgreens Boots Alliance Holdings LLC has settled portions of its May 2023 variable pre-paid forward sale contracts, resulting in its beneficial ownership of Cencora, Inc. common stock falling below the 5% threshold.
NYSE
Walgreens Boots Alliance (WBA) has filed an Amendment No. 21 to its Schedule 13D, disclosing a reduction in its beneficial ownership of Cencora, Inc. (formerly AmerisourceBergen Corporation) to 5.4% and the immediate resignation of Ornella Barra from Cencora's Board of Directors.
NYSE
Walgreens Boots Alliance Holdings LLC has completed the settlement of its June 2023 variable pre-paid forward sale contracts related to Cencora, Inc. common stock, reducing its beneficial ownership to approximately 5.4%.
NYSE
Walgreens Boots Alliance (WBA) has further reduced its ownership in Cencora, Inc. to approximately 6.5% through a combination of a direct share sale, early settlement of variable pre-paid forward contracts, and a share repurchase by Cencora, as part of WBA's capital optimization strategy.

Schedule 13G - Passive Investments

NYSE
Vanguard Capital Management has reported a beneficial ownership of 14,210,260 shares, representing 7.3% of Cencora Inc.'s common stock, as of March 31, 2026.
NYSE
The Vanguard Group has amended its Schedule 13G for Cencora Inc, reporting 0% beneficial ownership following an internal realignment where subsidiaries will now report separately.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting a beneficial ownership of 11.59% in Cencora Inc's common stock.
NYSE
BlackRock, Inc. has filed an amended Schedule 13G, revealing its beneficial ownership of 8.5% of Cencora, Inc.'s common stock as of December 31, 2024.