State of New Jersey Common Pension Fund D Purchases 17,237 Shares of Option Care Health, Inc. $OPCH

State of New Jersey Common Pension Fund D boosted its holdings in Option Care Health, Inc. (NASDAQ:OPCH) by 29.1% in the third quarter, HoldingsChannel reports. The institutional investor owned 76,403 shares of the company’s stock after purchasing an additional 17,237 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in Option Care Health were worth $2,121,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Cornerstone Planning Group LLC grew its position in shares of Option Care Health by 7,621.4% during the third quarter. Cornerstone Planning Group LLC now owns 1,081 shares of the company’s stock worth $30,000 after purchasing an additional 1,067 shares in the last quarter. McIlrath & Eck LLC bought a new position in Option Care Health in the 2nd quarter worth approximately $37,000. Elevation Point Wealth Partners LLC purchased a new stake in Option Care Health during the 2nd quarter valued at approximately $40,000. EverSource Wealth Advisors LLC raised its position 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 valued at $46,000 after buying an additional 1,183 shares during the last quarter. Finally, Hantz Financial Services Inc. lifted its stake in Option Care Health by 987.7% in the 3rd quarter. Hantz Financial Services Inc. now owns 1,414 shares of the company’s stock worth $39,000 after purchasing an additional 1,284 shares in the last quarter. 98.05% of the stock is currently owned by hedge funds and other institutional investors.

Option Care Health Stock Performance

OPCH stock opened at $33.81 on Wednesday. Option Care Health, Inc. has a twelve month low of $24.24 and a twelve month high of $36.80. The firm has a market cap of $5.37 billion, a price-to-earnings ratio of 26.83, a PEG ratio of 2.15 and a beta of 0.84. The business’s fifty day simple moving average is $33.99 and its two-hundred day simple moving average is $30.51. The company has a quick ratio of 1.05, a current ratio of 1.56 and a debt-to-equity ratio of 0.85.

Option Care Health (NASDAQ:OPCH) last posted its quarterly earnings results on Tuesday, February 24th. The company reported $0.46 EPS for the quarter, hitting analysts’ consensus estimates of $0.46. The firm had revenue of $1.47 billion for the quarter, compared to analysts’ expectations of $1.46 billion. Option Care Health had a net margin of 3.78% and a return on equity of 17.89%. The business’s revenue for the quarter was up 8.8% on a year-over-year basis. During the same period in the prior year, the business posted $0.44 earnings per share. Analysts predict that Option Care Health, Inc. will post 1.22 earnings per share for the current year.

Key Stories Impacting Option Care Health

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

• Positive Sentiment: Q4 revenue grew ~8.8% year-over-year to $1.47 billion, slightly above Street expectations, reflecting continued demand for home and alternate-site infusion services. Option Care Health Announces Financial Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: EPS of $0.46 improved from $0.35 a year ago, showing profit growth and margin progress (ROE ~17.9%, net margin ~3.8%). That helped meet analysts’ expectations and supports the company’s operating momentum. Option Care (OPCH) Matches Q4 Earnings Estimates
• Neutral Sentiment: Company results were broadly “in line” with consensus — revenue roughly matched estimates and EPS met the Street — which reduces the likelihood of a strong positive surprise-driven rally. Option Care Health (NASDAQ:OPCH) Posts Q4 CY2025 Sales In Line With Estimates
• Neutral Sentiment: Management commentary and details from the earnings call are available (transcript), so investors will focus on guidance, margin drivers, and reimbursement or volume outlook to set near-term expectations. Option Care Health, Inc. (OPCH) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Despite the growth, shares are trading lower on elevated volume — likely reflecting investor disappointment that results only matched expectations (no upside surprise), plus potential profit-taking after the stock had been near recent highs. Option Care: Q4 Earnings Snapshot

Wall Street Analyst Weigh In

OPCH has been the subject of a number of research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Option Care Health in a research note on Monday, December 29th. Wall Street Zen raised shares of Option Care Health from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. TD Cowen restated a “hold” rating on shares of Option Care Health in a research report on Tuesday, January 27th. National Bank Financial set a $37.00 price objective on shares of Option Care Health in a research report on Tuesday, January 27th. Finally, Stephens raised Option Care Health to a “strong-buy” rating in a research note on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Option Care Health presently has a consensus rating of “Moderate Buy” and a consensus price target of $37.58.

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.