Insider Buying: Option Care Health (NASDAQ:OPCH) Director Buys 24,154 Shares of Stock

Option Care Health, Inc. (NASDAQ:OPCH) Director Timothy Sullivan purchased 24,154 shares of the stock in a transaction on Thursday, May 7th. The shares were bought at an average price of $20.69 per share, for a total transaction of $499,746.26. Following the acquisition, the director owned 73,383 shares of the company’s stock, valued at approximately $1,518,294.27. The trade was a 49.06% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

Option Care Health Stock Performance

OPCH stock traded up $0.30 during midday trading on Thursday, hitting $20.75. 5,147,593 shares of the company traded hands, compared to its average volume of 2,263,034. Option Care Health, Inc. has a twelve month low of $18.01 and a twelve month high of $36.80. The company has a quick ratio of 1.07, a current ratio of 1.64 and a debt-to-equity ratio of 0.85. The business has a 50 day simple moving average of $28.55 and a 200-day simple moving average of $30.66. The stock has a market capitalization of $3.26 billion, a price-to-earnings ratio of 16.09, a price-to-earnings-growth ratio of 1.15 and a beta of 0.68.

Option Care Health (NASDAQ:OPCH) last announced its quarterly earnings results on Thursday, April 30th. The company reported $0.40 EPS for the quarter, beating the consensus estimate of $0.37 by $0.03. Option Care Health had a return on equity of 18.17% and a net margin of 3.64%.The company had revenue of $1.35 billion for the quarter, compared to the consensus estimate of $1.39 billion. During the same quarter last year, the company posted $0.40 earnings per share. The company’s revenue for the quarter was up 1.3% compared to the same quarter last year. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. As a group, equities research analysts predict that Option Care Health, Inc. will post 1.69 earnings per share for the current year.

Wall Street Analyst Weigh In

Several brokerages have commented on OPCH. UBS Group lowered their price target on Option Care Health from $45.00 to $39.00 and set a “buy” rating on the stock in a report on Friday, May 1st. National Bank Financial set a $37.00 price target on Option Care Health in a report on Tuesday, January 27th. Morgan Stanley set a $28.00 price target on Option Care Health in a report on Wednesday. Truist Financial set a $30.00 price target on Option Care Health in a report on Friday, May 1st. Finally, Citizens Jmp reiterated a “market outperform” rating and set a $38.00 price target (up from $36.00) on shares of Option Care Health in a report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $31.25.

Institutional Investors Weigh In On Option Care Health

Hedge funds and other institutional investors have recently modified their holdings of the stock. Victory Capital Management Inc. grew its stake in shares of Option Care Health by 129.5% in the third quarter. Victory Capital Management Inc. now owns 383,605 shares of the company’s stock worth $10,649,000 after acquiring an additional 216,489 shares during the last quarter. Geneva Capital Management LLC lifted its position in Option Care Health by 27.6% in the third quarter. Geneva Capital Management LLC now owns 1,369,862 shares of the company’s stock worth $38,027,000 after purchasing an additional 296,216 shares during the period. Massachusetts Financial Services Co. MA lifted its position in Option Care Health by 2.7% in the third quarter. Massachusetts Financial Services Co. MA now owns 1,244,321 shares of the company’s stock worth $34,542,000 after purchasing an additional 33,019 shares during the period. Game Creek Capital LP bought a new position in Option Care Health in the third quarter worth $1,527,000. Finally, Tredje AP fonden bought a new position in Option Care Health in the third quarter worth $1,018,000. Institutional investors and hedge funds own 98.05% of the company’s stock.

More Option Care Health News

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

• Positive Sentiment: Large insider purchase: Director Harry Jansen Kraemer Jr. bought 36,610 shares (~$21.41 avg), signaling management confidence and providing immediate buying support. Read More.
• Positive Sentiment: Morgan Stanley reaffirmed an overweight stance on OPCH, which helps institutional sentiment and can buoy the stock despite recent weakness. Read More.
• Neutral Sentiment: Analyst/Q&A readout from the Q1 earnings call highlights key execution questions (EPS beat but revenue missed; guidance trimmed), so investors are watching management’s answers for clarity on near‑term growth drivers. Read More.
• Neutral Sentiment: Q1 results were mixed: EPS marginally beat estimates while revenue came in below consensus and the company narrowed full‑year revenue/earnings outlook — a balanced but execution‑dependent picture for investors. Read More.
• Negative Sentiment: Multiple securities‑fraud shareholder investigations have been announced by several law firms (Levi & Korsinsky, Block & Leviton, Holzer & Holzer, Schall, Frank R. Cruz, Howard G. Smith and others). These raise legal, disclosure and reputation risk and are pressuring sentiment; if suits or regulatory action follow, they could meaningfully weigh on the stock. Read More. Read More. Read More.
• Negative Sentiment: Guidance and revenue revisions: Company trimmed revenue expectations relative to guidance given ~65 days earlier (reported as a material cut by some analysts), which triggered a sharp share decline and remains a core fundamental concern. Read More.

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.