21,925 Shares in Option Care Health, Inc. $OPCH Purchased by Talon Private Wealth LLC

Talon Private Wealth LLC acquired a new stake in shares of Option Care Health, Inc. (NASDAQ:OPCH) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 21,925 shares of the company’s stock, valued at approximately $590,000.

Other institutional investors have also bought and sold shares of the company. Durable Capital Partners LP grew its position in shares of 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 purchasing an additional 4,720,988 shares in the last quarter. Fuller & Thaler Asset Management Inc. lifted its position in Option Care Health by 12.1% during the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 6,958,800 shares of the company’s stock worth $221,707,000 after buying an additional 752,058 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in Option Care Health by 6.2% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 4,248,425 shares of the company’s stock worth $135,355,000 after buying an additional 247,118 shares during the last quarter. Dimensional Fund Advisors LP boosted its stake in Option Care Health by 0.9% during the first quarter. Dimensional Fund Advisors LP now owns 3,876,856 shares of the company’s stock worth $104,368,000 after buying an additional 36,208 shares during the last quarter. Finally, Southpoint Capital Advisors LP grew its holdings in Option Care Health by 20.0% in the 1st quarter. Southpoint Capital Advisors LP now owns 3,600,000 shares of the company’s stock valued at $96,912,000 after buying an additional 600,000 shares in the last quarter. 98.05% of the stock is owned by hedge funds and other institutional investors.

Option Care Health News Summary

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

• Positive Sentiment: Q2 earnings and revenue beat estimates: Option Care reported adjusted earnings of $0.45 per share, ahead of the $0.42–$0.43 consensus range and up from $0.41 a year earlier. Revenue reached $1.44 billion, surpassing the $1.42 billion estimate and increasing 1.9% year over year. Option Care Health Announces Financial Results
• Positive Sentiment: Full-year earnings guidance was raised relative to expectations: Management provided fiscal 2026 EPS guidance of $1.85 to $1.92, above the approximately $1.80 analyst consensus. Revenue guidance of $5.7 billion to $5.8 billion was in line with expectations, indicating continued expansion in the company’s home and alternate-site infusion business. Option Care Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Investor reaction was supported by the earnings-call commentary: Coverage of the call emphasized revenue growth and the company’s stronger-than-expected profitability outlook, reinforcing the view that Option Care is converting modest sales growth into improved earnings. Option Care Health Q2 2026 Earnings Call Highlights
• Neutral Sentiment: Despite the earnings beat, reported net margin remained relatively low at 3.64%. Investors may continue to monitor whether margin improvement and earnings growth can be sustained as revenue expands. Option Care Q2 Earnings Snapshot

Insider Buying and Selling

In related news, CEO John Charles Rademacher purchased 12,500 shares of Option Care Health stock in a transaction that occurred on Monday, May 4th. The stock was purchased at an average cost of $21.18 per share, with a total value of $264,750.00. Following the completion of the transaction, the chief executive officer directly owned 695,152 shares in the company, valued at approximately $14,723,319.36. The trade was a 1.83% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Timothy P. Sullivan acquired 24,154 shares of the company’s stock in a transaction on Thursday, May 7th. The shares were purchased at an average cost of $20.69 per share, for a total transaction of $499,746.26. Following the acquisition, the director owned 73,383 shares of the company’s stock, valued at approximately $1,518,294.27. The trade was a 49.06% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased 73,264 shares of company stock worth $1,548,316 in the last ninety days. 1.70% of the stock is owned by corporate insiders.

Option Care Health Price Performance

Option Care Health stock opened at $23.93 on Thursday. The firm has a market cap of $3.76 billion, a PE ratio of 18.55, a price-to-earnings-growth ratio of 1.25 and a beta of 0.65. The company has a quick ratio of 1.07, a current ratio of 1.64 and a debt-to-equity ratio of 0.85. Option Care Health, Inc. has a 52-week low of $18.01 and a 52-week high of $36.80. The company’s 50 day moving average is $21.43 and its two-hundred day moving average is $26.89.

Option Care Health (NASDAQ:OPCH) last issued its earnings results on Wednesday, July 29th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.43 by $0.02. Option Care Health had a net margin of 3.64% and a return on equity of 18.17%. The firm had revenue of $1.44 billion for the quarter, compared to analysts’ expectations of $1.42 billion. During the same quarter last year, the company earned $0.41 earnings per share. The firm’s revenue was up 1.9% compared to the same quarter last year. 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 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. TD Cowen cut their target price on Option Care Health from $37.00 to $23.00 and set a “hold” rating for the company in a research note on Friday, May 1st. UBS Group reissued a “buy” rating on shares of Option Care Health in a research report on Tuesday, June 16th. Truist Financial set a $30.00 price objective on shares of Option Care Health in a report on Friday, May 1st. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $26.00 price objective on shares of Option Care Health in a research report on Friday, May 1st. Finally, Bank of America downgraded 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 note on Friday, May 1st. Eight research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $30.08.

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.