Option Care Health, Inc. $OPCH Shares Bought by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company raised its stake in shares of Option Care Health, Inc. (NASDAQ:OPCH) by 2.1% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 1,804,871 shares of the company’s stock after buying an additional 36,906 shares during the period. The Manufacturers Life Insurance Company owned about 1.15% of Option Care Health worth $48,587,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of OPCH. Durable Capital Partners LP boosted its stake in shares of Option Care Health by 134.2% in the second quarter. Durable Capital Partners LP now owns 8,237,577 shares of the company’s stock worth $267,557,000 after buying an additional 4,720,988 shares during the last quarter. Southpoint Capital Advisors LP acquired a new stake in Option Care Health during the fourth quarter worth about $95,580,000. Sumitomo Mitsui Trust Group Inc. acquired a new stake in Option Care Health during the first quarter worth about $70,287,000. Norges Bank purchased a new position in Option Care Health during the fourth quarter valued at approximately $61,787,000. Finally, Van Berkom & Associates Inc. purchased a new position in Option Care Health during the first quarter valued at approximately $42,739,000. Hedge funds and other institutional investors own 98.05% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have commented on OPCH. 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 report on Friday, May 1st. JPMorgan Chase & Co. decreased their target price on shares of Option Care Health from $40.00 to $33.00 and set an “overweight” rating for the company in a research note on Monday, May 4th. Truist Financial set a $30.00 price target on shares of Option Care Health in a report on Friday, May 1st. Barrington Research lowered 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 report on Friday, May 1st. Finally, Zacks Research upgraded shares of Option Care Health from a “strong sell” rating to a “hold” rating in a research report on Monday, July 6th. 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. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $29.92.

Insider Activity at Option Care Health

In related news, CEO John Charles Rademacher purchased 12,500 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The stock was bought at an average price of $21.18 per share, with a total value of $264,750.00. Following the acquisition, 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 purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Timothy P. Sullivan acquired 24,154 shares of Option Care Health stock in a transaction on Thursday, May 7th. The shares were bought at an average price of $20.69 per share, with a total value of $499,746.26. Following the completion of the transaction, 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. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have purchased 73,264 shares of company stock valued at $1,548,316. 1.70% of the stock is owned by company insiders.

More Option Care Health News

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

• Positive Sentiment: Second-quarter adjusted earnings were $0.45 per share, above analyst expectations of approximately $0.42–$0.43 and up from $0.41 a year earlier. Option Care Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Revenue reached $1.44 billion, exceeding the $1.42 billion consensus estimate and increasing 1.9% year over year. The result reflects continued demand for Option Care Health’s home and alternate-site infusion services. Option Care Health Announces Second-Quarter Results
• Positive Sentiment: Management raised or reaffirmed a favorable full-year 2026 outlook, projecting EPS of $1.85–$1.92 versus the prior consensus estimate of $1.80, while forecasting revenue of $5.7–$5.8 billion. Option Care Health Posts Better-Than-Expected Sales
• Neutral Sentiment: The company reported a 3.64% net margin and 18.17% return on equity, indicating profitable operations but relatively limited net profitability. Option Care Health Q2 Earnings Call Highlights
• Negative Sentiment: Despite the earnings and guidance beats, the shares decreased, likely reflecting investor concern that revenue growth was only modest and that the results may not have exceeded elevated expectations enough to support the stock’s prior valuation.

Option Care Health Stock Down 6.1%

Shares of OPCH opened at $22.46 on Friday. The company has a current ratio of 1.47, a quick ratio of 1.07 and a debt-to-equity ratio of 0.91. Option Care Health, Inc. has a 12 month low of $18.01 and a 12 month high of $36.80. The stock’s 50 day moving average is $21.45 and its two-hundred day moving average is $26.82. The firm has a market cap of $3.53 billion, a P/E ratio of 16.89, a PEG ratio of 1.33 and a beta of 0.65.

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

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.