Option Care Health (NASDAQ:OPCH) Director Harry Jansen Kraemer, Jr. Buys 36,610 Shares of Stock

Option Care Health, Inc. (NASDAQ:OPCH) Director Harry Jansen Kraemer, Jr. bought 36,610 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was purchased at an average price of $21.41 per share, with a total value of $783,820.10. Following the purchase, the director directly owned 450,000 shares of the company’s stock, valued at $9,634,500. The trade was a 8.86% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website.

Option Care Health Trading Up 0.8%

OPCH stock opened at $21.30 on Wednesday. The business has a fifty day moving average price of $28.86 and a 200 day moving average price of $30.70. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.64 and a quick ratio of 1.07. Option Care Health, Inc. has a fifty-two week low of $18.01 and a fifty-two week high of $36.80. The stock has a market capitalization of $3.34 billion, a price-to-earnings ratio of 16.51, a P/E/G ratio of 1.21 and a beta of 0.68.

Option Care Health (NASDAQ:OPCH) last announced its earnings results on Thursday, April 30th. The company reported $0.40 EPS for the quarter, topping the consensus estimate of $0.37 by $0.03. Option Care Health had a return on equity of 18.17% and a net margin of 3.64%.The company had revenue of $1.35 billion for the quarter, compared to analysts’ expectations of $1.39 billion. During the same quarter in the prior year, the business earned $0.40 earnings per share. The business’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. Analysts expect that Option Care Health, Inc. will post 1.69 EPS for the current fiscal year.

Institutional Investors Weigh In On Option Care Health

Institutional investors and hedge funds have recently modified their holdings of the business. Durable Capital Partners LP boosted its stake in Option Care Health by 134.2% in the second quarter. Durable Capital Partners LP now owns 8,237,577 shares of the company’s stock valued at $267,557,000 after acquiring an additional 4,720,988 shares during the last quarter. Fuller & Thaler Asset Management Inc. raised its position in shares of Option Care Health by 12.1% during the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 6,958,800 shares of the company’s stock valued at $221,707,000 after acquiring an additional 752,058 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in shares of Option Care Health by 6.2% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 4,248,425 shares of the company’s stock valued at $135,355,000 after purchasing an additional 247,118 shares during the period. Dimensional Fund Advisors LP lifted its stake in shares of Option Care Health by 1.2% in the 4th quarter. Dimensional Fund Advisors LP now owns 3,840,648 shares of the company’s stock valued at $122,367,000 after purchasing an additional 44,252 shares during the period. Finally, Morgan Stanley boosted its position in shares of Option Care Health by 13.3% in the 4th quarter. Morgan Stanley now owns 3,410,233 shares of the company’s stock worth $108,650,000 after purchasing an additional 400,740 shares during the last quarter. 98.05% of the stock is owned by institutional investors.

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

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on OPCH. Bank of America lowered shares of Option Care Health from a “buy” rating to a “neutral” rating and set a $22.00 target price on the stock. in a research report on Friday, May 1st. National Bank Financial set a $37.00 price objective on Option Care Health in a report on Tuesday, January 27th. Wall Street Zen downgraded Option Care Health from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Truist Financial set a $30.00 target price on Option Care Health in a research note on Friday. Finally, TD Cowen dropped their target price on Option Care Health from $37.00 to $23.00 and set a “hold” rating for the company in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Option Care Health presently has an average rating of “Moderate Buy” and an average target price of $32.08.

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.