Fox Run Management L.L.C. Invests $1.31 Million in Option Care Health, Inc. $OPCH

Fox Run Management L.L.C. bought a new stake in Option Care Health, Inc. (NASDAQ:OPCH) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 47,164 shares of the company’s stock, valued at approximately $1,309,000.

A number of other institutional investors also recently added to or reduced their stakes in OPCH. Cornerstone Planning Group LLC increased its position in shares of Option Care Health by 7,621.4% in the 3rd quarter. Cornerstone Planning Group LLC now owns 1,081 shares of the company’s stock valued at $30,000 after purchasing an additional 1,067 shares during the last quarter. McIlrath & Eck LLC acquired a new position in shares of Option Care Health during the second quarter worth $37,000. Hantz Financial Services Inc. increased its holdings in Option Care Health by 987.7% in the third quarter. Hantz Financial Services Inc. now owns 1,414 shares of the company’s stock valued at $39,000 after buying an additional 1,284 shares during the last quarter. Elevation Point Wealth Partners LLC acquired a new stake in Option Care Health in the second quarter valued at $40,000. Finally, EverSource Wealth Advisors LLC lifted its holdings in Option Care Health by 528.1% during the 2nd 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 during the last quarter. Hedge funds and other institutional investors own 98.05% of the company’s stock.

Wall Street Analyst Weigh In

OPCH has been the topic of a number of recent analyst reports. Barrington Research increased their price objective on Option Care Health from $38.00 to $42.00 and gave the company an “outperform” rating in a report on Friday, January 16th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $37.00 price target on shares of Option Care Health in a report on Tuesday, January 13th. Stephens raised shares of Option Care Health to a “strong-buy” rating in a report on Thursday, December 11th. Weiss Ratings restated a “hold (c)” rating on shares of Option Care Health in a report on Monday, December 29th. Finally, Truist Financial set a $40.00 price target on shares of Option Care Health in a research note on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Option Care Health presently has a consensus rating of “Moderate Buy” and an average target price of $37.58.

Trending Headlines about Option Care Health

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

• Positive Sentiment: Q4 results showed stable profitability and growth: EPS of $0.46 (matching consensus) and revenue of $1.47B, up 8.8% YoY — confirms revenue momentum in the core home-infusion business. GlobeNewswire: Financial Results
• Positive Sentiment: Operating returns look strong relative to peers: return on equity ~18% and improving revenue vs. prior year — supports the company’s ability to generate shareholder returns if growth continues. MarketBeat: Earnings Summary
• Neutral Sentiment: Earnings matched Street estimates rather than beating them — a mixed signal that removes an immediate catalyst for a strong rally but also avoids a negative surprise. Zacks: Matches Q4 Estimates
• Neutral Sentiment: Transcripts of the conference call are available — investors should review management commentary for guidance, reimbursement trends, and margin outlook that could swing sentiment. Seeking Alpha: Call Transcript
• Negative Sentiment: Margins remain modest (net margin ~3.7%), and the company carries leverage (debt-to-equity ~0.87) — investors may be wary if cost or reimbursement pressures persist. Yahoo Finance: Sales In Line With Estimates
• Negative Sentiment: Shares are trading down on the session with above-average volume, suggesting profit-taking or cautious positioning despite in-line results; short-term volatility possible until guidance clarity. Yahoo Finance: Earnings Call Transcript

Option Care Health Price Performance

OPCH stock opened at $33.60 on Thursday. The company has a current ratio of 1.53, a quick ratio of 1.05 and a debt-to-equity ratio of 0.87. The company has a market capitalization of $5.33 billion, a P/E ratio of 26.25, a PEG ratio of 2.02 and a beta of 0.84. The business has a 50 day simple moving average of $34.00 and a 200-day simple moving average of $30.53. Option Care Health, Inc. has a twelve month low of $24.24 and a twelve month high of $36.80.

Option Care Health (NASDAQ:OPCH) last released its quarterly earnings results on Tuesday, February 24th. The company reported $0.46 EPS for the quarter, meeting the consensus estimate of $0.46. The firm had revenue of $1.47 billion during the quarter, compared to the consensus estimate of $1.46 billion. Option Care Health had a net margin of 3.67% and a return on equity of 18.57%. Option Care Health’s revenue for the quarter was up 8.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.44 EPS. As a group, equities analysts anticipate that Option Care Health, Inc. will post 1.22 EPS for the current year.

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.