Leeward Investments LLC MA Raises Stake in Option Care Health, Inc. $OPCH

Leeward Investments LLC MA boosted its position in Option Care Health, Inc. (NASDAQ:OPCH) by 15.3% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 488,416 shares of the company’s stock after purchasing an additional 64,868 shares during the period. Leeward Investments LLC MA’s holdings in Option Care Health were worth $15,561,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the company. Madison Asset Management LLC boosted its position in Option Care Health by 0.6% in the fourth quarter. Madison Asset Management LLC now owns 163,684 shares of the company’s stock valued at $5,215,000 after buying an additional 1,037 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al boosted its position in Option Care Health by 47.2% in the fourth quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 31,650 shares of the company’s stock valued at $1,008,000 after buying an additional 10,150 shares during the last quarter. Sequoia Financial Advisors LLC purchased a new stake in Option Care Health in the fourth quarter valued at approximately $339,000. Seizert Capital Partners LLC boosted its position in Option Care Health by 3.4% in the fourth quarter. Seizert Capital Partners LLC now owns 131,860 shares of the company’s stock valued at $4,201,000 after buying an additional 4,337 shares during the last quarter. Finally, Fifth Third Bancorp boosted 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 valued at $74,000 after buying an additional 419 shares during the last quarter. Hedge funds and other institutional investors own 98.05% of the company’s stock.

Insider Transactions at Option Care Health

In other news, CEO John Charles Rademacher acquired 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, for a total transaction of $264,750.00. Following the acquisition, the chief executive officer owned 695,152 shares in the company, valued at approximately $14,723,319.36. This represents a 1.83% increase in their position. The transaction 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 the stock in a transaction that occurred on Thursday, May 7th. The stock was purchased at an average price of $20.69 per share, for a total transaction of $499,746.26. Following the completion of the acquisition, the director owned 73,383 shares in the company, valued at $1,518,294.27. The trade was a 49.06% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders acquired a total of 73,264 shares of company stock valued at $1,548,316 in the last three months. 1.70% of the stock is currently owned by company insiders.

Option Care Health Trading Up 0.9%

Option Care Health stock opened at $19.95 on Friday. The company has a current ratio of 1.64, a quick ratio of 1.07 and a debt-to-equity ratio of 0.85. 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 simple moving average is $27.06 and its two-hundred day simple moving average is $30.32. The firm has a market cap of $3.13 billion, a PE ratio of 15.47, a P/E/G ratio of 1.10 and a beta of 0.68.

Option Care Health (NASDAQ:OPCH) last announced its earnings results on Thursday, April 30th. The company reported $0.40 earnings per share 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 the consensus estimate of $1.39 billion. Option Care Health had a return on equity of 18.17% and a net margin of 3.64%.The business’s quarterly revenue was up 1.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.40 EPS. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. Analysts anticipate that Option Care Health, Inc. will post 1.64 earnings per share for the current year.

Analysts Set New Price Targets

OPCH has been the topic of several recent research reports. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $26.00 price objective on shares of Option Care Health in a research report on Friday, May 1st. Stephens set a $30.00 price objective on Option Care Health in a research report on Friday, May 1st. Zacks Research lowered Option Care Health from a “hold” rating to a “strong sell” rating in a research report on Monday. Weiss Ratings lowered Option Care Health from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday. Finally, UBS Group lowered their price objective on Option Care Health from $45.00 to $39.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Option Care Health currently has a consensus rating of “Moderate Buy” and a consensus price target of $31.25.

Option Care Health 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.