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

Option Care Health (NASDAQ:OPCH) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 1.820-1.920 for the period, compared to the consensus EPS estimate of 1.790. The company issued revenue guidance of $5.8 billion-$6.0 billion, compared to the consensus revenue estimate of $6.1 billion. Option Care Health also updated its FY 2025 guidance to 1.720-1.760 EPS.

Analysts Set New Price Targets

OPCH has been the topic of several analyst reports. Bank of America lifted their price target on shares of Option Care Health from $32.00 to $35.00 and gave the stock a “buy” rating in a research note on Tuesday, December 9th. Deutsche Bank Aktiengesellschaft lifted their target price on Option Care Health from $31.00 to $36.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. Morgan Stanley began coverage on Option Care Health in a research report on Friday, October 17th. They issued an “overweight” rating and a $35.00 price target for the company. Stephens raised Option Care Health to a “strong-buy” rating in a research report on Thursday, December 11th. Finally, Citigroup reissued an “outperform” rating on shares of Option Care Health in a report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $36.27.

Option Care Health Price Performance

Shares of OPCH stock traded up $0.26 during mid-day trading on Monday, hitting $32.06. The company had a trading volume of 1,516,765 shares, compared to its average volume of 1,555,112. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.56 and a quick ratio of 1.05. The stock’s 50 day moving average price is $30.83 and its 200-day moving average price is $29.40. Option Care Health has a 52-week low of $24.24 and a 52-week high of $35.53. The company has a market capitalization of $5.09 billion, a P/E ratio of 25.44, a P/E/G ratio of 1.98 and a beta of 0.80.

Insider Buying and Selling at Option Care Health

In related news, Director Harry M. Jansen Kraemer, Jr. purchased 38,000 shares of the stock in a transaction that occurred on Monday, November 3rd. The stock was bought at an average cost of $25.98 per share, for a total transaction of $987,240.00. Following the completion of the transaction, the director directly owned 413,390 shares in the company, valued at $10,739,872.20. This represents a 10.12% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.64% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in OPCH. Advisory Services Network LLC purchased a new stake in Option Care Health during the third quarter valued at approximately $35,000. McIlrath & Eck LLC acquired a new position in shares of Option Care Health during the second quarter worth $37,000. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Option Care Health during the 3rd quarter valued at $38,000. Quarry LP lifted its holdings in shares of Option Care Health by 502.7% during the 3rd quarter. Quarry LP now owns 1,549 shares of the company’s stock valued at $43,000 after purchasing an additional 1,292 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its position in shares of Option Care Health by 528.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,407 shares of the company’s stock worth $46,000 after purchasing an additional 1,183 shares in the last quarter. Hedge funds and other institutional investors own 98.05% of the company’s stock.

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.