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Cencora Restructures Animal Health Business in Covetrus Merger

Tipranks - Thu Feb 19, 7:00AM CST

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Cencora ( (COR) ) just unveiled an announcement.

On February 17, 2026, Cencora agreed to merge its MWI Animal Health business with Covetrus in a deal that values MWI at $3.5 billion and exceeds its current book value. The combined company aims to create a broad animal health platform spanning distribution, pharmacy and technology, while Cencora retains strategic exposure to the sector through a sizeable minority stake.

Under the terms announced on February 18, 2026, Cencora will receive $1.25 billion in cash, $800 million in perpetual preferred equity and $1.45 billion in common equity, resulting in a 34.3% non‑controlling interest in the merged entity. The transaction, which is subject to customary regulatory approvals and closing conditions, is expected to enhance scale, efficiency and access across the animal health ecosystem, and Cencora reaffirmed its fiscal 2026 guidance without assuming a closing before September 30, 2026.

The most recent analyst rating on (COR) stock is a Hold with a $399.00 price target. To see the full list of analyst forecasts on Cencora stock, see the COR Stock Forecast page.

Spark’s Take on COR Stock

According to Spark, TipRanks’ AI Analyst, COR is a Neutral.

COR scores positively on momentum and an upgraded FY2026 outlook, supported by strong cash generation. The overall score is held back by elevated leverage and thin margins, and a demanding valuation (high P/E with a modest dividend yield) that leaves less room for execution missteps.

To see Spark’s full report on COR stock, click here.

More about Cencora

Cencora is a leading global pharmaceutical solutions organization that partners with drug makers across the value chain to optimize market access to therapies for people and animals. The Fortune 500 company, which generates more than $300 billion in annual revenue, supplies pharmaceuticals, healthcare products and related services worldwide through a workforce of over 51,000.

MWI Animal Health, Cencora’s animal health arm, is a global provider of animal health products, services and solutions that support veterinarians and livestock producers. Covetrus, based in Portland, Maine, is a global animal-health technology and services group serving companion, equine and large-animal veterinary markets with an integrated portfolio of products, software and practice-management services.

Average Trading Volume: 1,396,147

Technical Sentiment Signal: Buy

Current Market Cap: $70.19B

For detailed information about COR stock, go to TipRanks’ Stock Analysis page.

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