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

Option Care Health (NASDAQ:OPCH) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.820-1.920 for the period, compared to the consensus earnings per share estimate of 1.830. The company issued revenue guidance of $5.7 billion-$5.8 billion, compared to the consensus revenue estimate of $5.9 billion.

Option Care Health Trading Down 1.2%

Option Care Health stock traded down $0.25 during midday trading on Friday, reaching $20.09. The stock had a trading volume of 4,509,846 shares, compared to its average volume of 2,053,284. The stock’s 50-day simple moving average is $29.15 and its 200 day simple moving average is $30.69. Option Care Health has a twelve month low of $18.01 and a twelve month high of $36.80. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.96 and a current ratio of 1.53. The stock has a market capitalization of $3.15 billion, a PE ratio of 15.70, a price-to-earnings-growth ratio of 1.50 and a beta of 0.95.

Option Care Health (NASDAQ:OPCH) last released its quarterly earnings data on Tuesday, February 24th. The company reported $0.46 EPS for the quarter, hitting analysts’ consensus estimates of $0.46. The company had revenue of $1.47 billion for the quarter, compared to the consensus estimate of $1.46 billion. Option Care Health had a return on equity of 18.57% and a net margin of 3.67%.The company’s quarterly revenue was up 8.8% compared to the same quarter last year. During the same period last year, the business posted $0.44 EPS. Analysts expect that Option Care Health will post 1.69 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Citizens Jmp reaffirmed a “market outperform” rating and set a $38.00 price target (up from $36.00) on shares of Option Care Health in a research report on Tuesday, January 13th. National Bank Financial set a $37.00 target price on shares of Option Care Health in a research note on Tuesday, January 27th. Wall Street Zen lowered shares of Option Care Health from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Bank of America cut shares of Option Care Health from a “buy” rating to a “neutral” rating and set a $22.00 price target for the company. in a research report on Friday. Finally, Stephens set a $30.00 price objective on Option Care Health in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $32.00.

Option Care Health News Roundup

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

• Positive Sentiment: Q1 EPS — Some outlets report a beat: Option Care was reported to have delivered about $0.40 EPS, roughly ahead of consensus on a reported basis, which could be a near‑term positive if investors focus on profitability versus top‑line weakness. Option Care (OPCH) Q1 Earnings Beat Estimates
• Neutral Sentiment: FY guidance: Management set FY2026 EPS roughly in line with consensus (1.82–1.92) but lowered full‑year revenue guidance to $5.7–$5.8B versus street estimates near $5.9B — a mixed signal (earnings resiliency but weaker top‑line). Option Care Health Announces Financial Results for the First Quarter Ended March 31, 2026
• Negative Sentiment: Revenue miss: Q1 revenue came in below consensus (reported ~ $1.35B vs. ~$1.40B expected), and the revenue shortfall is the primary driver of the selloff as it calls into question growth momentum. Option Care Health (NASDAQ:OPCH) Misses Q1 CY2026 Revenue Estimates, Stock Drops 14.4%
• Negative Sentiment: Securities‑law inquiries: Multiple law firms have opened investigations (Levi & Korsinsky, Holzer & Holzer, Block & Leviton, Johnson Fistel) focused on the revenue miss and guidance cut, adding legal and reputational risk that can pressure the stock. Option Care Health, Inc. Q1 2026 Earnings Call Transcript ATTENTION OPCH Investors: Securities Fraud Investigation Underway – Levi & Korsinsky
• Negative Sentiment: Analyst action: Bank of America downgraded OPCH from Buy to Neutral and set a $22 price target, signaling lower near‑term conviction and likely contributing to additional analyst downgrades or investor selling.
• Negative Sentiment: Market reaction and liquidity: The stock experienced heavy volume and a sharp intraday decline after the report and guidance cut, amplifying downward pressure as technical levels (50‑ and 200‑day moving averages) are now well above the current price.

Institutional Investors Weigh In On Option Care Health

A number of large investors have recently added to or reduced their stakes in OPCH. McIlrath & Eck LLC purchased a new stake in Option Care Health during the 2nd quarter worth $37,000. Advisory Services Network LLC purchased a new position in Option Care Health in the 3rd quarter valued at about $35,000. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Option Care Health during the third quarter worth about $38,000. EverSource Wealth Advisors LLC increased 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 worth $46,000 after acquiring an additional 1,183 shares during the last quarter. Finally, Quarry LP lifted its stake in shares of Option Care Health by 502.7% in the third quarter. Quarry LP now owns 1,549 shares of the company’s stock worth $43,000 after acquiring an additional 1,292 shares in the last quarter. 98.05% of the stock is owned by institutional investors and hedge funds.

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.