Talon Private Wealth LLC Acquires New Position in Option Care Health, Inc. $OPCH

Talon Private Wealth LLC acquired a new stake in Option Care Health, Inc. (NASDAQ:OPCH) during the first quarter, Holdings Channel.com reports. The institutional investor acquired 21,925 shares of the company’s stock, valued at approximately $590,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in OPCH. Durable Capital Partners LP raised its stake in shares of Option Care Health by 134.2% during the 2nd quarter. Durable Capital Partners LP now owns 8,237,577 shares of the company’s stock worth $267,557,000 after buying an additional 4,720,988 shares in the last quarter. Southpoint Capital Advisors LP purchased a new stake in shares of Option Care Health in the fourth quarter valued at approximately $95,580,000. Sumitomo Mitsui Trust Group Inc. acquired a new position in Option Care Health during the first quarter worth $70,287,000. Norges Bank purchased a new position in Option Care Health in the fourth quarter worth $61,787,000. Finally, Van Berkom & Associates Inc. acquired a new stake in Option Care Health in the first quarter valued at $42,739,000. Institutional investors and hedge funds own 98.05% of the company’s stock.

Option Care Health Stock Up 6.5%

Shares of NASDAQ:OPCH opened at $23.93 on Thursday. 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 firm has a market cap of $3.76 billion, a price-to-earnings ratio of 18.55, a PEG ratio of 1.25 and a beta of 0.65. The stock’s 50-day moving average price is $21.43 and its two-hundred day moving average price is $26.89. Option Care Health, Inc. has a 12-month low of $18.01 and a 12-month high of $36.80.

Option Care Health (NASDAQ:OPCH) last released its earnings results on Wednesday, July 29th. The company reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.43 by $0.02. The business had revenue of $1.44 billion for the quarter, compared to analysts’ expectations of $1.42 billion. Option Care Health had a net margin of 3.64% and a return on equity of 18.17%. The company’s quarterly revenue was up 1.9% on a year-over-year basis. During the same period last year, the company earned $0.41 earnings per share. Option Care Health has set its FY 2026 guidance at 1.850-1.920 EPS. On average, research analysts forecast that Option Care Health, Inc. will post 1.64 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Zacks Research upgraded shares of Option Care Health from a “strong sell” rating to a “hold” rating in a report on Monday, July 6th. Bank of America downgraded shares of Option Care Health from a “buy” rating to a “neutral” rating and set a $22.00 price target for the company. in a research report on Friday, May 1st. Barrington Research lowered their price target on Option Care Health from $42.00 to $32.00 and set an “outperform” rating on the stock in a report on Friday, May 1st. Weiss Ratings cut Option Care Health from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, July 23rd. Finally, The Goldman Sachs Group began coverage on Option Care Health in a report on Monday, June 8th. They issued a “neutral” rating and a $22.00 target price on the stock. Eight investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $30.08.

Option Care Health News Roundup

Here are the key news stories impacting Option Care Health this week:

• Positive Sentiment: Q2 earnings and revenue beat estimates: Option Care reported adjusted earnings of $0.45 per share, ahead of the $0.42–$0.43 consensus range and up from $0.41 a year earlier. Revenue reached $1.44 billion, surpassing the $1.42 billion estimate and increasing 1.9% year over year. Option Care Health Announces Financial Results
• Positive Sentiment: Full-year earnings guidance was raised relative to expectations: Management provided fiscal 2026 EPS guidance of $1.85 to $1.92, above the approximately $1.80 analyst consensus. Revenue guidance of $5.7 billion to $5.8 billion was in line with expectations, indicating continued expansion in the company’s home and alternate-site infusion business. Option Care Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Investor reaction was supported by the earnings-call commentary: Coverage of the call emphasized revenue growth and the company’s stronger-than-expected profitability outlook, reinforcing the view that Option Care is converting modest sales growth into improved earnings. Option Care Health Q2 2026 Earnings Call Highlights
• Neutral Sentiment: Despite the earnings beat, reported net margin remained relatively low at 3.64%. Investors may continue to monitor whether margin improvement and earnings growth can be sustained as revenue expands. Option Care Q2 Earnings Snapshot

Insider Buying and Selling

In other news, CEO John Charles Rademacher acquired 12,500 shares of Option Care Health stock in a transaction dated Monday, May 4th. The shares were acquired at an average cost of $21.18 per share, with a total value of $264,750.00. Following the purchase, the chief executive officer directly owned 695,152 shares of the company’s stock, valued at approximately $14,723,319.36. This trade represents a 1.83% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Timothy P. Sullivan bought 24,154 shares of the firm’s stock in a transaction dated Thursday, May 7th. The shares were purchased at an average price of $20.69 per share, with a total value of $499,746.26. Following the acquisition, the director directly owned 73,383 shares in the company, valued at approximately $1,518,294.27. This trade represents a 49.06% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders have bought 73,264 shares of company stock valued at $1,548,316. 1.70% of the stock is currently owned by company insiders.

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.