Option Care Health (NASDAQ:OPCH) Updates FY 2026 Earnings Guidance

Option Care Health (NASDAQ:OPCHGet Free Report) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.850-1.920 for the period, compared to the consensus EPS estimate of 1.800. The company issued revenue guidance of $5.7 billion-$5.8 billion, compared to the consensus revenue estimate of $5.7 billion.

Option Care Health Stock Down 6.1%

OPCH stock opened at $22.46 on Friday. Option Care Health 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 0.91, a current ratio of 1.47 and a quick ratio of 1.07. The stock has a market capitalization of $3.53 billion, a price-to-earnings ratio of 16.89, a PEG ratio of 1.33 and a beta of 0.65. The business’s fifty day moving average price is $21.45 and its two-hundred day moving average price is $26.82.

Option Care Health (NASDAQ:OPCHGet Free Report) last announced its earnings results on Wednesday, July 29th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.43 by $0.02. Option Care Health had a net margin of 3.68% and a return on equity of 18.74%. The company had revenue of $1.44 billion during the quarter, compared to analysts’ expectations of $1.42 billion. During the same quarter in the previous year, the business posted $0.41 earnings per share. Option Care Health’s quarterly revenue was up 1.9% on a year-over-year basis. Option Care Health has set its FY 2026 guidance at 1.850-1.920 EPS. On average, equities analysts anticipate that Option Care Health will post 1.64 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts have issued reports on OPCH shares. Truist Financial set a $30.00 target price on shares of Option Care Health in a research report on Friday, May 1st. TD Cowen lowered their price objective on Option Care Health from $37.00 to $23.00 and set a “hold” rating on the stock in a research note on Friday, May 1st. Stephens reaffirmed an “equal weight” rating and issued a $24.00 price objective (down from $30.00) on shares of Option Care Health in a report on Friday, July 17th. Zacks Research upgraded Option Care Health from a “strong sell” rating to a “hold” rating in a research report on Monday, July 6th. Finally, JPMorgan Chase & Co. decreased their price target on 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. Seven investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $29.92.

Read Our Latest Stock Report on OPCH

Insider Activity at Option Care Health

In related news, Director Timothy P. Sullivan acquired 24,154 shares of the firm’s stock in a transaction that occurred on Thursday, May 7th. The stock was acquired at an average cost of $20.69 per share, for a total transaction of $499,746.26. Following the completion of the acquisition, the director directly owned 73,383 shares of the company’s stock, valued at approximately $1,518,294.27. This trade represents a 49.06% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO John Charles Rademacher bought 12,500 shares of the stock in a transaction that occurred on Monday, May 4th. The shares were bought at an average cost of $21.18 per share, with a total value of $264,750.00. Following the completion of the transaction, the chief executive officer owned 695,152 shares in the company, valued at $14,723,319.36. The trade was a 1.83% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased 73,264 shares of company stock worth $1,548,316 over the last three months. Company insiders own 1.70% of the company’s stock.

Institutional Trading of Option Care Health

Several institutional investors have recently added to or reduced their stakes in OPCH. Pacer Advisors Inc. raised its holdings in Option Care Health by 97.1% during the 4th quarter. Pacer Advisors Inc. now owns 42,121 shares of the company’s stock worth $1,342,000 after purchasing an additional 20,751 shares during the last quarter. Invesco Ltd. boosted its stake in shares of Option Care Health by 19.6% in the 4th quarter. Invesco Ltd. now owns 534,551 shares of the company’s stock valued at $17,031,000 after purchasing an additional 87,721 shares during the last quarter. EP Wealth Advisors LLC bought a new stake in shares of Option Care Health in the 4th quarter valued at $225,000. Fuller & Thaler Asset Management Inc. increased its position in shares of Option Care Health by 12.1% during the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 6,958,800 shares of the company’s stock worth $221,707,000 after buying an additional 752,058 shares during the period. Finally, Freestone Grove Partners LP bought a new position in Option Care Health during the fourth quarter worth $29,181,000. 98.05% of the stock is currently owned by institutional investors.

Option Care Health Company Profile

(Get 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.

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