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

Option Care Health (NASDAQ:OPCH) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 1.850-1.920 for the period, compared to the consensus 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 Performance

Option Care Health stock traded up $1.50 during midday trading on Wednesday, hitting $23.98. 2,037,466 shares of the company’s stock were exchanged, compared to its average volume of 2,520,894. Option Care Health has a 12-month low of $18.01 and a 12-month 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 market cap of $3.77 billion, a price-to-earnings ratio of 18.61, a price-to-earnings-growth ratio of 1.21 and a beta of 0.65. The firm’s 50 day simple moving average is $21.39 and its 200 day simple moving average is $26.94.

Option Care Health (NASDAQ:OPCH) last announced its earnings results on Wednesday, July 29th. The company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.43 by $0.02. The business had revenue of $1.44 billion during the quarter, compared to the consensus estimate of $1.42 billion. Option Care Health had a net margin of 3.64% and a return on equity of 18.17%. The business’s quarterly revenue was up 1.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.41 earnings per share. Option Care Health has set its FY 2026 guidance at 1.850-1.920 EPS. Equities research analysts predict that Option Care Health will post 1.64 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on OPCH shares. Morgan Stanley set a $28.00 price objective on shares of Option Care Health in a research report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $26.00 price target on shares of Option Care Health in a research note on Friday, May 1st. The Goldman Sachs Group assumed coverage on shares of Option Care Health in a research report on Monday, June 8th. They set a “neutral” rating and a $22.00 price target for the company. Stephens reiterated an “equal weight” rating and set a $24.00 target price (down from $30.00) on shares of Option Care Health in a research report on Friday, July 17th. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Option Care Health from $40.00 to $33.00 and set an “overweight” rating on the stock in a research note on Monday, May 4th. Eight equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $30.08.

Insider Activity

In other news, CEO John Charles Rademacher acquired 12,500 shares of Option Care Health stock in a transaction dated Monday, May 4th. The shares were acquired at an average cost of $21.18 per share, with a total value of $264,750.00. Following the purchase, the chief executive officer directly owned 695,152 shares of the company’s stock, valued at approximately $14,723,319.36. This trade represents a 1.83% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Timothy P. Sullivan purchased 24,154 shares of the business’s stock in a transaction that occurred 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 acquisition, the director directly owned 73,383 shares of the company’s stock, valued at $1,518,294.27. This trade represents a 49.06% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 73,264 shares of company stock valued at $1,548,316 in the last ninety days. Company insiders own 1.70% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the business. Durable Capital Partners LP grew its stake in Option Care Health by 134.2% during the 2nd quarter. Durable Capital Partners LP now owns 8,237,577 shares of the company’s stock valued at $267,557,000 after purchasing an additional 4,720,988 shares in the last quarter. Fuller & Thaler Asset Management Inc. raised its position in shares of Option Care Health by 12.1% in the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 6,958,800 shares of the company’s stock valued at $221,707,000 after purchasing an additional 752,058 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of Option Care Health by 17.3% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 4,001,307 shares of the company’s stock valued at $111,076,000 after buying an additional 590,913 shares during the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of Option Care Health by 1.2% during the 4th quarter. Dimensional Fund Advisors LP now owns 3,840,648 shares of the company’s stock valued at $122,367,000 after buying an additional 44,252 shares during the last quarter. Finally, Morgan Stanley grew its position in shares of Option Care Health by 13.3% during the fourth quarter. Morgan Stanley now owns 3,410,233 shares of the company’s stock worth $108,650,000 after buying an additional 400,740 shares in the last quarter. Institutional investors and hedge funds own 98.05% of the company’s stock.

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.