Intech Investment Management LLC Grows Stock Position in Option Care Health, Inc. $OPCH

Posted by Brenda Bartman on May 31st, 2026

Intech Investment Management LLC boosted its position in Option Care Health, Inc. (NASDAQ:OPCH – Free Report) by 13.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 213,527 shares of the company’s stock after buying an additional 25,360 shares during the quarter. Intech Investment Management LLC owned approximately 0.13% of Option Care Health worth $6,803,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of the company. Cornerstone Investment Partners LLC increased its position in Option Care Health by 3.4% in the fourth quarter. Cornerstone Investment Partners LLC now owns 9,773 shares of the company’s stock worth $311,000 after buying an additional 318 shares during the last quarter. Sheets Smith Wealth Management increased its position in Option Care Health by 1.3% in the fourth quarter. Sheets Smith Wealth Management now owns 26,167 shares of the company’s stock worth $834,000 after buying an additional 326 shares during the last quarter. Fifth Third Bancorp increased its position in Option Care Health by 21.9% in the fourth quarter. Fifth Third Bancorp now owns 2,328 shares of the company’s stock worth $74,000 after buying an additional 419 shares during the last quarter. ProShare Advisors LLC increased its position in Option Care Health by 1.3% in the fourth quarter. ProShare Advisors LLC now owns 35,533 shares of the company’s stock worth $1,132,000 after buying an additional 444 shares during the last quarter. Finally, Arizona State Retirement System increased its position in Option Care Health by 1.1% in the third quarter. Arizona State Retirement System now owns 48,472 shares of the company’s stock worth $1,346,000 after buying an additional 540 shares during the last quarter. 98.05% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on OPCH. Truist Financial set a $30.00 price target on Option Care Health in a research report on Friday, May 1st. JPMorgan Chase & Co. reduced their price target on Option Care Health from $40.00 to $33.00 and set an “overweight” rating for the company in a research report on Monday, May 4th. UBS Group reduced their price target on Option Care Health from $45.00 to $39.00 and set a “buy” rating for the company in a research report on Friday, May 1st. Stephens set a $30.00 price target on Option Care Health in a research report on Friday, May 1st. Finally, Barrington Research reduced their price target on Option Care Health from $42.00 to $32.00 and set an “outperform” rating for the company in a research report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Option Care Health presently has an average rating of “Moderate Buy” and a consensus price target of $31.25.

Check Out Our Latest Stock Analysis on OPCH

Option Care Health Price Performance

Shares of NASDAQ OPCH opened at $20.87 on Friday. The stock has a market cap of $3.28 billion, a PE ratio of 16.18, a price-to-earnings-growth ratio of 1.16 and a beta of 0.68. Option Care Health, Inc. has a fifty-two week low of $18.01 and a fifty-two week high of $36.80. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.07 and a current ratio of 1.64. The stock has a fifty day moving average of $25.13 and a 200-day moving average of $29.82.

Option Care Health (NASDAQ:OPCH – Get Free Report) last posted its earnings results on Thursday, April 30th. The company reported $0.40 EPS for the quarter, topping the consensus estimate of $0.37 by $0.03. The business had revenue of $1.35 billion during the quarter, compared to analysts’ expectations of $1.39 billion. Option Care Health had a return on equity of 18.17% and a net margin of 3.64%.The firm’s revenue was up 1.3% on a year-over-year basis. During the same period in the previous year, the business earned $0.40 earnings per share. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. Equities research analysts anticipate that Option Care Health, Inc. will post 1.64 earnings per share for the current year.

Insiders Place Their Bets

In other Option Care Health news, CEO John Charles Rademacher bought 12,500 shares of the firm’s stock in a transaction on Monday, May 4th. The shares were acquired at an average cost of $21.18 per share, for a total transaction of $264,750.00. Following the purchase, the chief executive officer directly owned 695,152 shares of the company’s stock, valued at $14,723,319.36. The trade was a 1.83% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Timothy P. Sullivan bought 24,154 shares of the firm’s stock in a transaction on Thursday, May 7th. The stock was acquired at an average price of $20.69 per share, for a total transaction of $499,746.26. Following the completion of the purchase, the director directly owned 73,383 shares in the company, valued at approximately $1,518,294.27. The trade was a 49.06% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have acquired 73,264 shares of company stock worth $1,548,316 in the last ninety days. 1.70% of the stock is currently owned by insiders.

Option Care Health Company Profile

(Free Report)

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.