Option Care Health, Inc. (NASDAQ:OPCH - Get Free Report) Director Harry Jansen Kraemer, Jr. bought 36,610 shares of the business's stock in a transaction on Monday, May 4th. The stock was bought at an average cost of $21.41 per share, for a total transaction of $783,820.10. Following the purchase, the director directly owned 450,000 shares of the company's stock, valued at approximately $9,634,500. This trade represents a 8.86% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.
Option Care Health Price Performance
Option Care Health stock opened at $21.30 on Wednesday. The company has a current ratio of 1.64, a quick ratio of 1.07 and a debt-to-equity ratio of 0.85. The firm has a market capitalization of $3.34 billion, a P/E ratio of 16.51, a PEG ratio of 1.21 and a beta of 0.68. The business has a 50-day moving average of $28.86 and a 200-day moving average of $30.70. Option Care Health, Inc. has a 1 year low of $18.01 and a 1 year high of $36.80.
Option Care Health (NASDAQ:OPCH - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The company reported $0.40 earnings per share for the quarter, beating analysts' consensus estimates of $0.37 by $0.03. Option Care Health had a net margin of 3.64% and a return on equity of 18.17%. The business had revenue of $1.35 billion for the quarter, compared to the consensus estimate of $1.39 billion. During the same period last year, the company posted $0.40 EPS. Option Care Health's revenue for the quarter was up 1.3% on a year-over-year basis. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. On average, equities analysts anticipate that Option Care Health, Inc. will post 1.69 EPS for the current year.
Key Headlines Impacting Option Care Health
Here are the key news stories impacting Option Care Health this week:
- Positive Sentiment: Large insider buys: CEO John Rademacher purchased 12,500 shares (~$21.18 avg) and Director Harry M. Jansen Kraemer Jr. bought 36,610 shares (~$21.41 avg), increasing their stakes — a strong signal of management confidence that often supports the stock. CEO SEC Filing Director SEC Filing
- Neutral Sentiment: JPMorgan lowered its price target from $40 to $33 but kept an "overweight" rating — the cut reduces upside expectations but the continued overweight endorsement still lends institutional support. JPMorgan Coverage
- Neutral Sentiment: Chief Growth Officer transition announced (Christopher Grashoff departing) — management changes can be routine but may prompt questions about near‑term business execution until a successor is named. CGO Transition
- Neutral Sentiment: Participation in the Bank of America Health Care Conference (May 12) gives management a platform to update investors — can be a catalyst if new guidance or strategic detail is provided. Conference Notice
- Neutral Sentiment: Recent Q1 results: EPS beat ($0.40 vs. $0.37) but revenue slightly missed; FY‑2026 EPS guidance set at $1.82–$1.92 — mixed fundamentals that leave upside tied to margin improvement and execution. Earnings & Guidance
- Negative Sentiment: Securities‑fraud investigation: law firm Block & Leviton is investigating OPCH for potential securities claims — this raises legal/ reputational risk and could pressure the stock if litigation or regulatory action follows. Investigation Alert
Analysts Set New Price Targets
Several equities analysts have recently issued reports on OPCH shares. Truist Financial set a $30.00 price target on shares of Option Care Health in a report on Friday. National Bank Financial set a $37.00 target price on Option Care Health in a report on Tuesday, January 27th. Jefferies Financial Group reissued a "buy" rating and issued a $37.00 target price on shares of Option Care Health in a research note on Tuesday, January 13th. Morgan Stanley raised their price target on Option Care Health from $35.00 to $38.00 and gave the stock an "overweight" rating in a research report on Tuesday, January 13th. Finally, Bank of America cut Option Care Health from a "buy" rating to a "neutral" rating and set a $22.00 price objective on the stock. in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $32.08.
View Our Latest Research Report on OPCH
Institutional Investors Weigh In On Option Care Health
Several institutional investors have recently added to or reduced their stakes in OPCH. V Square Quantitative Management LLC bought a new position in Option Care Health during the 4th quarter worth about $25,000. Cornerstone Planning Group LLC lifted its holdings in shares of Option Care Health by 7,621.4% in the third quarter. Cornerstone Planning Group LLC now owns 1,081 shares of the company's stock valued at $30,000 after purchasing an additional 1,067 shares in the last quarter. Advisory Services Network LLC acquired a new position in shares of Option Care Health during the third quarter worth about $35,000. McIlrath & Eck LLC acquired a new position in shares of Option Care Health during the second quarter worth about $37,000. Finally, Caitong International Asset Management Co. Ltd bought a new position in shares of Option Care Health during the third quarter worth about $38,000. 98.05% of the stock is owned by institutional investors.
About Option Care Health
(
Get Free Report)
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.
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