Option Care Health (NASDAQ:OPCH) Updates 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.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on OPCH. Stephens upgraded shares of Option Care Health to a “strong-buy” rating in a research report on Thursday, December 11th. Bank of America boosted their price objective on shares of Option Care Health from $32.00 to $35.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. Citigroup reiterated an “outperform” rating on shares of Option Care Health in a research report on Tuesday, January 13th. Weiss Ratings reissued a “hold (c)” rating on shares of Option Care Health in a research note on Monday, December 29th. Finally, Morgan Stanley upped their price target on Option Care Health from $35.00 to $38.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Option Care Health presently has a consensus rating of “Moderate Buy” and an average target price of $37.58.

Option Care Health Price Performance

OPCH opened at $30.72 on Thursday. The company has a fifty day moving average price of $33.93 and a two-hundred day moving average price of $30.65. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.96 and a current ratio of 1.53. Option Care Health has a 52 week low of $24.24 and a 52 week high of $36.80. The firm has a market capitalization of $4.81 billion, a PE ratio of 24.00, a P/E/G ratio of 1.74 and a beta of 0.85.

Option Care Health (NASDAQ:OPCH) last posted its quarterly earnings results on Tuesday, February 24th. The company reported $0.46 earnings per share for the quarter, meeting 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 the consensus estimate of $1.46 billion. During the same quarter in the prior year, the business posted $0.44 EPS. The firm’s quarterly revenue was up 8.8% on a year-over-year basis. As a group, analysts anticipate that Option Care Health will post 1.22 earnings per share for the current year.

Institutional Trading of Option Care Health

Hedge funds have recently modified their holdings of the company. Advisory Services Network LLC acquired a new position in Option Care Health during the third quarter valued at approximately $35,000. McIlrath & Eck LLC acquired a new stake in Option Care Health in the second quarter worth $37,000. Caitong International Asset Management Co. Ltd bought a new position in shares of Option Care Health during the third quarter worth $38,000. Quarry LP grew its holdings in shares of Option Care Health by 502.7% in the 3rd 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. Finally, EverSource Wealth Advisors LLC grew its holdings 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 valued at $46,000 after buying an additional 1,183 shares during the period. 98.05% of the stock is currently owned by institutional investors and hedge funds.

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.