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

Option Care Health (NASDAQ:OPCH) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share guidance of 1.820-1.920 for the period, compared to the consensus earnings per share estimate of 1.790. The company issued revenue guidance of $5.8 billion-$6.0 billion, compared to the consensus revenue estimate of $6.1 billion. Option Care Health also updated its FY 2025 guidance to 1.720-1.760 EPS.

Option Care Health Stock Up 0.8%

Shares of NASDAQ OPCH traded up $0.26 during trading on Monday, reaching $32.06. The company had a trading volume of 1,516,765 shares, compared to its average volume of 1,555,112. Option Care Health has a 12-month low of $24.24 and a 12-month high of $35.53. The business’s 50-day moving average is $30.83 and its 200 day moving average is $29.40. The stock has a market cap of $5.09 billion, a PE ratio of 25.44, a P/E/G ratio of 1.98 and a beta of 0.80. The company has a quick ratio of 1.05, a current ratio of 1.56 and a debt-to-equity ratio of 0.85.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Barrington Research reissued an “outperform” rating and set a $38.00 target price on shares of Option Care Health in a research report on Friday, October 31st. Cowen assumed coverage on shares of Option Care Health in a research report on Thursday, October 2nd. They set a “hold” rating for the company. JMP Securities set a $36.00 price target on shares of Option Care Health in a report on Friday, October 31st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Option Care Health in a research report on Monday, December 29th. Finally, TD Cowen dropped their price target on Option Care Health from $30.00 to $27.00 and set a “hold” rating on the stock in a research note on Monday, November 3rd. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $36.27.

Insider Activity

In related news, Director Harry M. Jansen Kraemer, Jr. acquired 38,000 shares of the firm’s stock in a transaction dated Monday, November 3rd. The shares were purchased at an average cost of $25.98 per share, for a total transaction of $987,240.00. Following the acquisition, the director owned 413,390 shares in the company, valued at $10,739,872.20. The trade was a 10.12% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.64% of the company’s stock.

Institutional Trading of Option Care Health

A number of large investors have recently made changes to their positions in OPCH. Advisory Services Network LLC purchased a new stake in shares of Option Care Health in the third quarter valued at $35,000. McIlrath & Eck LLC purchased a new position in Option Care Health in the 2nd quarter valued at about $37,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Option Care Health during the 3rd quarter worth about $38,000. Quarry LP boosted its stake in shares of Option Care Health by 502.7% during the 3rd quarter. Quarry LP now owns 1,549 shares of the company’s stock worth $43,000 after purchasing an additional 1,292 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its holdings in shares of Option Care Health by 528.1% during the second quarter. EverSource Wealth Advisors LLC now owns 1,407 shares of the company’s stock worth $46,000 after buying an additional 1,183 shares in the last quarter. 98.05% of the stock is owned by institutional investors and hedge funds.

About Option Care Health

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.