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

Option Care Health (NASDAQ:OPCH) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 1.820-1.920 for the period, compared to the consensus EPS estimate of 1.740. The company issued revenue guidance of $5.8 billion-$6.0 billion, compared to the consensus revenue estimate of $5.9 billion.

Option Care Health Stock Down 2.6%

NASDAQ OPCH opened at $31.60 on Tuesday. The stock’s 50 day simple moving average is $33.97 and its 200 day simple moving average is $30.62. Option Care Health has a one year low of $24.24 and a one year high of $36.80. The firm has a market cap of $4.94 billion, a PE ratio of 24.69, a price-to-earnings-growth ratio of 1.82 and a beta of 0.85. The company has a debt-to-equity ratio of 0.87, a current ratio of 1.53 and a quick ratio of 0.96.

Option Care Health (NASDAQ:OPCH) last posted its quarterly earnings data on Tuesday, February 24th. The company reported $0.46 EPS for the quarter, hitting analysts’ consensus estimates of $0.46. Option Care Health had a return on equity of 18.57% and a net margin of 3.67%.The company had revenue of $1.47 billion for the quarter, compared to analyst estimates of $1.46 billion. During the same quarter in the previous year, the firm earned $0.44 earnings per share. The business’s revenue was up 8.8% on a year-over-year basis. As a group, sell-side analysts forecast that Option Care Health will post 1.22 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the stock. Stephens upgraded shares of Option Care Health to a “strong-buy” rating in a research report on Thursday, December 11th. Wall Street Zen lowered shares of Option Care Health from a “buy” rating to a “hold” rating in a report on Saturday. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Option Care Health from $31.00 to $36.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. TD Cowen reiterated a “hold” rating on shares of Option Care Health in a research report on Tuesday, January 27th. Finally, Bank of America lifted their target price on Option Care Health from $32.00 to $35.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $37.58.

Institutional Trading of Option Care Health

Several institutional investors and hedge funds have recently made changes to their positions in OPCH. McIlrath & Eck LLC bought a new position in shares of Option Care Health during the 2nd quarter valued at about $37,000. Advisory Services Network LLC acquired a new stake in Option Care Health during the 3rd quarter worth approximately $35,000. Caitong International Asset Management Co. Ltd bought a new position in Option Care Health in the third quarter valued at approximately $38,000. EverSource Wealth Advisors LLC lifted its stake in Option Care Health by 528.1% in the second quarter. EverSource Wealth Advisors LLC now owns 1,407 shares of the company’s stock valued at $46,000 after buying an additional 1,183 shares in the last quarter. Finally, Quarry LP boosted its holdings 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 valued at $43,000 after buying an additional 1,292 shares during the period. Institutional investors 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.