Option Care Health (NASDAQ:OPCH) Issues FY 2026 Earnings Guidance

Option Care Health (NASDAQ:OPCH) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 1.850-1.920 for the period, compared to the consensus EPS estimate of 1.800. The company issued revenue guidance of $5.7 billion-$5.8 billion, compared to the consensus revenue estimate of $5.7 billion.

Analyst Ratings Changes

A number of research firms have commented on OPCH. TD Cowen decreased their target price on shares of Option Care Health from $37.00 to $23.00 and set a “hold” rating on the stock in a research note on Friday, May 1st. Morgan Stanley set a $28.00 price target on shares of Option Care Health in a research report on Wednesday, May 6th. Weiss Ratings downgraded shares of Option Care Health from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, July 23rd. Stephens restated an “equal weight” rating and set a $24.00 price objective (down from $30.00) on shares of Option Care Health in a research report on Friday, July 17th. Finally, Truist Financial set a $30.00 target price on shares of Option Care Health in a research note on Friday, May 1st. Eight research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $30.08.

Option Care Health Stock Up 3.1%

NASDAQ OPCH opened at $22.48 on Wednesday. Option Care Health has a 12 month low of $18.01 and a 12 month high of $36.80. The company has a current ratio of 1.64, a quick ratio of 1.07 and a debt-to-equity ratio of 0.85. The stock has a market cap of $3.53 billion, a PE ratio of 17.43, a P/E/G ratio of 1.21 and a beta of 0.65. The stock’s 50 day moving average is $21.39 and its 200 day moving average is $26.94.

Option Care Health (NASDAQ:OPCH) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.43 by $0.02. The business had revenue of $1.44 billion during the quarter, compared to analyst estimates of $1.42 billion. Option Care Health had a net margin of 3.64% and a return on equity of 18.17%. Option Care Health has set its FY 2026 guidance at 1.850-1.920 EPS. Research analysts predict that Option Care Health will post 1.64 EPS for the current fiscal year.

Insider Activity at Option Care Health

In related news, Director Harry M. Jansen Kraemer, Jr. purchased 36,610 shares of the firm’s stock in a transaction on Monday, May 4th. The shares were acquired at an average price of $21.41 per share, for a total transaction of $783,820.10. Following the purchase, the director directly owned 450,000 shares in the company, valued at $9,634,500. This trade represents a 8.86% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO John Charles Rademacher acquired 12,500 shares of the company’s stock in a transaction on Monday, May 4th. The shares were bought at an average cost of $21.18 per share, with a total value of $264,750.00. Following the acquisition, the chief executive officer directly owned 695,152 shares in the company, valued at approximately $14,723,319.36. The trade was a 1.83% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders purchased 73,264 shares of company stock valued at $1,548,316. Corporate insiders own 1.70% of the company’s stock.

Hedge Funds Weigh In On Option Care Health

Several institutional investors have recently added to or reduced their stakes in OPCH. Pacer Advisors Inc. increased its stake in Option Care Health by 97.1% in the 4th quarter. Pacer Advisors Inc. now owns 42,121 shares of the company’s stock worth $1,342,000 after acquiring an additional 20,751 shares during the last quarter. Invesco Ltd. boosted its position in shares of Option Care Health by 19.6% during the 4th quarter. Invesco Ltd. now owns 534,551 shares of the company’s stock valued at $17,031,000 after acquiring an additional 87,721 shares during the last quarter. EP Wealth Advisors LLC bought a new position in shares of Option Care Health during the 4th quarter valued at approximately $225,000. Fuller & Thaler Asset Management Inc. grew its holdings in shares of Option Care Health by 12.1% in the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 6,958,800 shares of the company’s stock valued at $221,707,000 after purchasing an additional 752,058 shares in the last quarter. Finally, Freestone Grove Partners LP purchased a new position in shares of Option Care Health in the fourth quarter valued at $29,181,000. Hedge funds and other institutional investors own 98.05% of the company’s stock.

Option Care Health Company Profile

Option Care Health (NASDAQ: OPCH) is a leading provider of home and alternate site infusion services in the United States. The company specializes in the administration of injectable therapies, including antibiotics, nutrition, hydration, immunoglobulin, pain management and specialty pharmaceuticals. Through its nationwide network of infusion pharmacies and nursing professionals, Option Care Health delivers customized care plans and in-home nursing visits to patients managing complex or chronic conditions outside of a hospital setting.

Option Care Health traces its current structure to the completion of its merger with BioScrip in early 2021, combining two of the industry’s most experienced home infusion businesses.