Option Care Health (NASDAQ:OPCH) Releases Q4 2025 Earnings Guidance

Option Care Health (NASDAQ:OPCH) updated its fourth quarter 2025 earnings guidance on Monday. The company provided earnings per share guidance of 0.460-0.490 for the period, compared to the consensus earnings per share estimate of 0.440. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion. Option Care Health also updated its FY 2025 guidance to 1.720-1.760 EPS.

Analyst Ratings Changes

OPCH has been the topic of a number of research analyst reports. JMP Securities set a $36.00 price target on Option Care Health in a research report on Friday, October 31st. Citizens Jmp dropped their target price on shares of Option Care Health from $38.00 to $36.00 and set a “market outperform” rating on the stock in a report on Friday, October 31st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Option Care Health in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft increased 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. Finally, Barrington Research restated an “outperform” rating and set a $38.00 price objective on shares of Option Care Health in a report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $36.27.

Option Care Health Stock Up 0.8%

Shares of OPCH traded up $0.26 during mid-day trading on Monday, hitting $32.06. 1,516,765 shares of the company’s stock were exchanged, 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. Option Care Health has a 52 week low of $24.24 and a 52 week high of $35.53. The company has a market cap of $5.09 billion, a PE ratio of 25.44, a P/E/G ratio of 1.98 and a beta of 0.80. The company has a 50-day simple moving average of $30.83 and a 200 day simple moving average of $29.40.

Insider Buying and Selling

In other Option Care Health news, Director Harry M. Jansen Kraemer, Jr. acquired 38,000 shares of Option Care Health stock in a transaction dated 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 purchase, the director directly owned 413,390 shares in the company, valued at approximately $10,739,872.20. This represents a 10.12% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. 0.64% of the stock is owned by company insiders.

Institutional Trading of Option Care Health

Institutional investors and hedge funds have recently bought and sold shares of the stock. Vise Technologies Inc. acquired a new position in Option Care Health during the third quarter valued at approximately $240,000. Nomura Holdings Inc. bought a new stake in shares of Option Care Health during the 2nd quarter worth approximately $449,000. Snowden Capital Advisors LLC grew its stake in shares of Option Care Health by 61.6% in the second quarter. Snowden Capital Advisors LLC now owns 9,440 shares of the company’s stock valued at $307,000 after buying an additional 3,597 shares in the last quarter. Quantinno Capital Management LP increased its holdings in Option Care Health by 34.7% during the second quarter. Quantinno Capital Management LP now owns 8,396 shares of the company’s stock worth $273,000 after buying an additional 2,162 shares during the last quarter. Finally, Daiwa Securities Group Inc. bought a new stake in Option Care Health during the second quarter worth $192,000. 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.