Cardinal Health Inc Stock Price, News & Analysis

Cardinal Health (NYSE: CAH) has announced that its Board of Directors has approved a quarterly dividend of $0.5107 per share. The dividend will be paid from the company's capital surplus and is scheduled for payment on October 15, 2025 to shareholders of record as of October 1, 2025.

Cardinal Health (NYSE: CAH) reported strong Q4 FY2025 results with revenue flat at $60.2 billion but up 21% excluding a contract expiration impact. Q4 non-GAAP operating earnings increased 19% to $719 million, with non-GAAP EPS up 13% to $2.08.

For FY2025, the company achieved $222.6 billion in revenue and non-GAAP operating earnings growth of 15% to $2.8 billion. Notably, Cardinal Health raised its FY2026 non-GAAP EPS guidance to $9.30-$9.50, representing 13-15% growth.

The company announced the acquisition of Solaris Health, the leading urology MSO with over 750 providers, and delivered strong performance across all five operating segments, each growing profit by double-digits. FY2025 adjusted free cash flow reached $2.5 billion.

Cardinal Health (NYSE: CAH) has announced a definitive agreement to acquire Solaris Health, the leading urology MSO, for approximately $1.9 billion in cash. The acquisition will be executed through The Specialty Alliance, Cardinal Health's multi-specialty MSO platform, with Cardinal Health owning approximately 75% of the platform post-acquisition.

Solaris Health brings over 750 providers across 250+ practice locations in 14 states to The Specialty Alliance. This acquisition, combined with recent acquisitions of Urology America, Potomac Urology, and Academic Urology & Urogynecology, significantly expands Cardinal Health's presence in the urology sector. The transaction is expected to close by the end of 2025 and be slightly accretive to Cardinal Health's non-GAAP EPS in the first 12 months following close.

Cardinal Health (NYSE:CAH) has announced a significant expansion of its Equity Rx program with an additional investment, bringing the total commitment to $5 million. The initiative, launched in 2023, aims to increase access to prescription medications for those who cannot afford them.

The expanded program includes the development of Ohio's first statewide prescription drug repository and distribution center, operated by St. Vincent de Paul Charitable Pharmacy. The repository, expected to be fully operational by 2027, will collect, sort, and distribute donated medications at no cost to charitable healthcare networks.

The program has already established operations in 10 charitable clinics across Ohio, Pennsylvania, Tennessee, and Illinois, helping thousands of patients access free medications. This expansion addresses a critical healthcare gap, as approximately 29% of people cannot afford to fill their prescriptions.

Cardinal Health (NYSE: CAH) has announced it will release its fourth-quarter and fiscal year 2025 financial results on August 12, 2025, before the NYSE market opening. The company will host a webcast discussion of the results at 8:30 a.m. Eastern.

Investors can access the webcast and accompanying slide presentation through Cardinal Health's Investor Relations page without requiring an access code. The presentation materials and webcast replay will remain available on the website for 12 months.

Cardinal Health (NYSE: CAH) has launched the Cardinal Health™ One Voice Initiative, a new program designed to provide financial support to state pharmacy associations to enhance independent pharmacists' advocacy efforts. The initiative aims to strengthen pharmacists' relationships with government officials and increase their influence in healthcare policy discussions.

Led by Brad Cochran, EVP of Pharmaceutical and Specialty Distribution, and Michelle Britt, SVP of Retail Independent Sales, the program will make financial contributions to state pharmacy associations, with future support expanding based on advocacy opportunities. The initiative emphasizes the importance of pharmacists sharing their firsthand experiences with lawmakers to drive meaningful healthcare policy changes.

Cardinal Health (CAH) announced updated financial guidance and strategic plans at its Investor Day. The company raised its FY25 non-GAAP EPS guidance to $8.15-$8.20 and provided preliminary FY26 EPS guidance of $9.10-$9.30, representing 13% growth. CAH raised long-term profit growth targets for its Pharmaceutical and Specialty Solutions segment to 5-7% and Other segment to ~10%. The company expects to generate at least $10B in adjusted free cash flow over the next three years and increased its baseline share repurchase to $750M annually. Strategic initiatives include launching The Specialty Alliance MSO platform, expanding Biopharma Solutions, investing in distribution infrastructure, and continuing the GMPD Improvement Plan. The company also plans significant investments in Nuclear and Precision Health Solutions and at-Home Solutions expansion.

Citius Oncology (CTOR), a subsidiary of Citius Pharmaceuticals (CTXR), has secured a distribution services agreement with Cardinal Health (CAH) for LYMPHIR, their FDA-approved immunotherapy treatment for relapsed or refractory cutaneous T-cell lymphoma (CTCL) in adults. The partnership positions Cardinal Health as an authorized distributor of record, leveraging their established pharmaceutical distribution network to facilitate LYMPHIR's upcoming U.S. commercial launch. This strategic agreement aims to ensure efficient and reliable delivery of LYMPHIR to healthcare providers and patients, marking a significant milestone in Citius Oncology's launch preparation strategy.

Cardinal Health (NYSE: CAH) has launched the Kendall DL™ Multi System in the U.S., a new medical device that enables continuous monitoring of cardiac activity, blood oxygen level, and temperature through a single connection point. This single-patient use monitoring system features innovative cable management and is designed to accompany patients throughout their hospital stay. The system's proprietary design reduces false alarms and motion-related artifacts in ECG tracings, while its single-use nature helps minimize cross-contamination risks. The device incorporates clinically proven technology to enhance patient care efficiency and can be reprocessed through Cardinal Health, potentially improving healthcare providers' financial performance.