Cardinal Health is positioned to report revenue growth driven by its Pharma and Specialty Solutions segments in the second quarter. Industry estimates suggest Pharma distribution volumes improved by approximately 4% year-over-year, while Specialty Solutions benefited from accelerated uptake of GLP-1 therapies, contributing an estimated $150 million in incremental revenue. Enhanced utilization of inventory management services supported gross margin expansion of roughly 50 basis points. Analysts project adjusted earnings per share to increase by about 12% compared with the same quarter last year, reflecting operational leverage and disciplined cost controls across Cardinal Health’s distribution network.

In the most recent 13F filing, AE Wealth Management LLC reduced its Cardinal Health stake by 58.4%, selling 12,729 shares to leave 9,051 shares valued at $1.42 million. Norges Bank established a new position valued at $584.4 million in the prior quarter, while Acadian Asset Management LLC boosted its holding by 92.5% to 1.68 million shares. Prudential Financial increased its position by 476.8% to 883,348 shares, and Voya Investment Management grew its stake by 298.3% to 821,723 shares. AustralianSuper expanded its holding by 237.6% to 680,173 shares. On the broker front, 14 firms rate the company at Buy and two at Hold, underscoring a positive consensus on Cardinal Health’s growth prospects and strategic positioning in pharmaceutical distribution and specialty solutions.