UBS Group AG Sells 236,615 Shares of Option Care Health, Inc. $OPCH

UBS Group AG lessened its holdings in Option Care Health, Inc. (NASDAQ:OPCH) by 20.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 928,910 shares of the company’s stock after selling 236,615 shares during the period. UBS Group AG’s holdings in Option Care Health were worth $29,595,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in OPCH. V Square Quantitative Management LLC bought a new stake in shares of Option Care Health in the fourth quarter worth $25,000. Cornerstone Planning Group LLC lifted its position in shares of Option Care Health by 7,621.4% in 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. Advisory Services Network LLC bought a new stake in Option Care Health during the third quarter worth $35,000. McIlrath & Eck LLC bought a new stake in Option Care Health during the second quarter worth $37,000. Finally, Caitong International Asset Management Co. Ltd bought a new stake in Option Care Health during the third quarter worth $38,000. Institutional investors own 98.05% of the company’s stock.

Insider Buying and Selling at Option Care Health

In related news, Director Harry M. Jansen Kraemer, Jr. acquired 36,610 shares of the firm’s stock in a transaction on Monday, May 4th. The shares were purchased at an average cost of $21.41 per share, for a total transaction of $783,820.10. Following the completion of the acquisition, the director directly owned 450,000 shares in the company, valued at approximately $9,634,500. This trade represents a 8.86% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO John Charles Rademacher acquired 12,500 shares of the firm’s stock in a transaction on Monday, May 4th. The stock was bought at an average price of $21.18 per share, for a total transaction of $264,750.00. Following the completion of the acquisition, the chief executive officer owned 695,152 shares of the company’s stock, valued at approximately $14,723,319.36. The trade was a 1.83% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased a total of 73,264 shares of company stock worth $1,548,316 over the last ninety days. Insiders own 1.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. Barrington Research dropped their price target on shares of Option Care Health from $42.00 to $32.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. UBS Group dropped their price target on shares of Option Care Health from $45.00 to $39.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $26.00 price target on shares of Option Care Health in a research report on Friday, May 1st. JPMorgan Chase & Co. dropped their price target on shares of Option Care Health from $40.00 to $33.00 and set an “overweight” rating on the stock in a research report on Monday, May 4th. Finally, Citigroup reaffirmed an “outperform” rating on shares of Option Care Health in a research report on Tuesday, January 13th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Option Care Health currently has a consensus rating of “Moderate Buy” and a consensus price target of $31.25.

Key Option Care Health News

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

• Positive Sentiment: Director Timothy P. Sullivan bought 24,154 shares for about $500,000, boosting his ownership by 49%, which investors may view as a confidence signal from management. Sullivan SEC Filing
• Positive Sentiment: Analyst sentiment remains constructive overall, with the consensus still at “Moderate Buy,” and Morgan Stanley reaffirmed an “Overweight” rating. Analyst Recommendation
• Neutral Sentiment: The company is drawing attention ahead of its appearance at the Bank of America Health Care Conference, which could provide more color on execution and guidance. Conference Notice
• Negative Sentiment: Multiple law firms launched securities-fraud investigations and shareholder-loss alerts after Option Care Health’s weaker-than-expected Q1 results and reduced outlook, adding legal and reputational overhang. Holzer Alert
• Negative Sentiment: Q1 earnings were mixed: EPS beat estimates, but revenue missed and management lowered full-year revenue guidance, fueling concerns about slowing growth and future execution. Earnings and Guidance

Option Care Health Stock Performance

NASDAQ OPCH opened at $20.51 on Friday. 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’s fifty day moving average price is $28.29 and its two-hundred day moving average price is $30.61. Option Care Health, Inc. has a 1 year low of $18.01 and a 1 year high of $36.80. The firm has a market capitalization of $3.22 billion, a P/E ratio of 15.90, a price-to-earnings-growth ratio of 1.13 and a beta of 0.68.

Option Care Health (NASDAQ:OPCH) last released its quarterly earnings data 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 net margin of 3.64% and a return on equity of 18.17%. The firm had revenue of $1.35 billion for the quarter, compared to the consensus estimate of $1.39 billion. During the same period in the previous year, the company earned $0.40 earnings per share. The company’s quarterly revenue was up 1.3% on a year-over-year basis. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. As a group, research analysts anticipate that Option Care Health, Inc. will post 1.64 EPS for the current year.

Option Care Health 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.