Option Care Health, Inc. (NASDAQ:OPCH) Receives $37.58 Consensus Target Price from Brokerages

Option Care Health, Inc. (NASDAQ:OPCH) has received an average recommendation of “Moderate Buy” from the twelve brokerages that are presently covering the company, MarketBeat.com reports. Two investment analysts have rated the stock with a hold recommendation, nine have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 12-month price target among brokers that have covered the stock in the last year is $37.5833.

Several research analysts have weighed in on the stock. TD Cowen reissued a “hold” rating on shares of Option Care Health in a report on Tuesday, January 27th. Bank of America increased their price target 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. Deutsche Bank Aktiengesellschaft boosted their price objective on Option Care Health from $31.00 to $36.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. Morgan Stanley increased their target price on Option Care Health from $35.00 to $38.00 and gave the stock an “overweight” rating in a report on Tuesday, January 13th. Finally, Citigroup reiterated an “outperform” rating on shares of Option Care Health in a research report on Tuesday, January 13th.

Option Care Health Price Performance

OPCH stock opened at $33.81 on Friday. The stock’s 50 day moving average is $33.99 and its two-hundred day moving average is $30.51. Option Care Health has a 52-week low of $24.24 and a 52-week high of $36.80. The company has a market capitalization of $5.37 billion, a PE ratio of 26.83, a P/E/G ratio of 2.15 and a beta of 0.84. The company has a quick ratio of 1.05, a current ratio of 1.56 and a debt-to-equity ratio of 0.85.

Option Care Health (NASDAQ:OPCH) last released its quarterly earnings results on Tuesday, February 24th. The company reported $0.46 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.46. The business had revenue of $1.47 billion during the quarter, compared to the consensus estimate of $1.46 billion. Option Care Health had a net margin of 3.78% and a return on equity of 17.89%. The business’s quarterly revenue was up 8.8% compared to the same quarter last year. During the same quarter last year, the company earned $0.44 earnings per share. Analysts predict that Option Care Health will post 1.22 earnings per share for the current fiscal year.

Option Care Health News Summary

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

• Positive Sentiment: Q4 revenue grew ~8.8% year-over-year to $1.47 billion, slightly above Street expectations, reflecting continued demand for home and alternate-site infusion services. Option Care Health Announces Financial Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: EPS of $0.46 improved from $0.35 a year ago, showing profit growth and margin progress (ROE ~17.9%, net margin ~3.8%). That helped meet analysts’ expectations and supports the company’s operating momentum. Option Care (OPCH) Matches Q4 Earnings Estimates
• Neutral Sentiment: Company results were broadly “in line” with consensus — revenue roughly matched estimates and EPS met the Street — which reduces the likelihood of a strong positive surprise-driven rally. Option Care Health (NASDAQ:OPCH) Posts Q4 CY2025 Sales In Line With Estimates
• Neutral Sentiment: Management commentary and details from the earnings call are available (transcript), so investors will focus on guidance, margin drivers, and reimbursement or volume outlook to set near-term expectations. Option Care Health, Inc. (OPCH) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Despite the growth, shares are trading lower on elevated volume — likely reflecting investor disappointment that results only matched expectations (no upside surprise), plus potential profit-taking after the stock had been near recent highs. Option Care: Q4 Earnings Snapshot

Institutional Trading of Option Care Health

A number of institutional investors and hedge funds have recently modified their holdings of the business. Swedbank AB bought a new position in shares of Option Care Health during the third quarter valued at approximately $49,455,000. Boston Partners boosted its position in Option Care Health by 34.8% during the 2nd quarter. Boston Partners now owns 952,299 shares of the company’s stock valued at $30,311,000 after purchasing an additional 245,990 shares during the period. Prudential Financial Inc. boosted its position in Option Care Health by 32.6% during the 2nd quarter. Prudential Financial Inc. now owns 396,158 shares of the company’s stock valued at $12,867,000 after purchasing an additional 97,465 shares during the period. Aristides Capital LLC bought a new position in Option Care Health during the 2nd quarter worth $249,000. Finally, Pacer Advisors Inc. acquired a new stake in Option Care Health in the third quarter worth $593,000. 98.05% of the stock is owned by institutional investors and hedge funds.

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.