Option Care Health, Inc. $OPCH Shares Acquired by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company lifted its position in Option Care Health, Inc. (NASDAQ:OPCH) by 2.1% during the first quarter, HoldingsChannel.com reports. The fund owned 1,804,871 shares of the company’s stock after acquiring an additional 36,906 shares during the period. The Manufacturers Life Insurance Company’s holdings in Option Care Health were worth $48,587,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. V Square Quantitative Management LLC acquired a new position in Option Care Health in the 4th quarter valued at $25,000. McIlrath & Eck LLC acquired a new stake in Option Care Health during the 2nd quarter worth $37,000. Advisory Services Network LLC acquired a new stake in Option Care Health during the 3rd quarter worth $35,000. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Option Care Health during the third quarter worth $38,000. Finally, Employees Retirement System of Texas purchased a new stake in shares of Option Care Health during the fourth quarter worth $45,000. 98.05% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CEO John Charles Rademacher bought 12,500 shares of the firm’s stock in a transaction on Monday, May 4th. The shares were bought at an average cost of $21.18 per share, for a total transaction of $264,750.00. Following the acquisition, the chief executive officer directly owned 695,152 shares of the company’s stock, valued at $14,723,319.36. This trade represents a 1.83% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Timothy P. Sullivan purchased 24,154 shares of the company’s stock in a transaction dated Thursday, May 7th. The stock was purchased at an average cost of $20.69 per share, with a total value of $499,746.26. Following the purchase, the director owned 73,383 shares in the company, valued at approximately $1,518,294.27. This trade represents a 49.06% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders bought 73,264 shares of company stock worth $1,548,316. Insiders own 1.70% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the stock. The Goldman Sachs Group started coverage on shares of Option Care Health in a research report on Monday, June 8th. They issued a “neutral” rating and a $22.00 target price for the company. Barrington Research lowered their price target on shares of Option Care Health from $42.00 to $32.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. JPMorgan Chase & Co. dropped their price objective on shares of Option Care Health from $40.00 to $33.00 and set an “overweight” rating for the company in a research note on Monday, May 4th. Weiss Ratings downgraded shares of Option Care Health from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, July 23rd. Finally, Zacks Research raised shares of Option Care Health from a “strong sell” rating to a “hold” rating in a research note on Monday, July 6th. Seven analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $29.92.

More Option Care Health News

Here are the key news stories impacting Option Care Health this week:

• Positive Sentiment: Second-quarter adjusted earnings were $0.45 per share, above analyst expectations of approximately $0.42–$0.43 and up from $0.41 a year earlier. Option Care Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Revenue reached $1.44 billion, exceeding the $1.42 billion consensus estimate and increasing 1.9% year over year. The result reflects continued demand for Option Care Health’s home and alternate-site infusion services. Option Care Health Announces Second-Quarter Results
• Positive Sentiment: Management raised or reaffirmed a favorable full-year 2026 outlook, projecting EPS of $1.85–$1.92 versus the prior consensus estimate of $1.80, while forecasting revenue of $5.7–$5.8 billion. Option Care Health Posts Better-Than-Expected Sales
• Neutral Sentiment: The company reported a 3.64% net margin and 18.17% return on equity, indicating profitable operations but relatively limited net profitability. Option Care Health Q2 Earnings Call Highlights
• Negative Sentiment: Despite the earnings and guidance beats, the shares decreased, likely reflecting investor concern that revenue growth was only modest and that the results may not have exceeded elevated expectations enough to support the stock’s prior valuation.

Option Care Health Stock Down 6.1%

Shares of NASDAQ:OPCH opened at $22.46 on Friday. Option Care Health, Inc. has a 52-week low of $18.01 and a 52-week high of $36.80. The stock has a market cap of $3.53 billion, a P/E ratio of 16.89, a PEG ratio of 1.33 and a beta of 0.65. The business has a fifty day moving average of $21.45 and a two-hundred day moving average of $26.82. The company has a quick ratio of 1.07, a current ratio of 1.47 and a debt-to-equity ratio of 0.91.

Option Care Health (NASDAQ:OPCH) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $0.45 EPS for the quarter, topping the consensus estimate of $0.43 by $0.02. The business had revenue of $1.44 billion for the quarter, compared to analyst estimates of $1.42 billion. Option Care Health had a return on equity of 18.74% and a net margin of 3.68%.The company’s quarterly revenue was up 1.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.41 EPS. Option Care Health has set its FY 2026 guidance at 1.850-1.920 EPS. On average, research analysts expect that Option Care Health, Inc. will post 1.64 earnings per share for the current year.

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.