Option Care Health (NASDAQ:OPCH) Stock Rating Lowered by Truist Financial

Option Care Health (NASDAQ:OPCH) was downgraded by equities research analysts at Truist Financial from a “strong-buy” rating to a “hold” rating in a report issued on Wednesday, Zacks reports.

Several other equities analysts have also recently issued reports on the company. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $24.00 price objective (down from $26.00) on shares of Option Care Health in a research note on Thursday, July 30th. Barrington Research lowered shares of Option Care Health from an “outperform” rating to a “hold” rating in a research note on Wednesday. JPMorgan Chase & Co. reissued a “neutral” rating and set a $33.00 target price on shares of Option Care Health in a report on Wednesday. Jefferies Financial Group downgraded shares of Option Care Health from a “buy” rating to a “hold” rating and raised their price target for the stock from $28.00 to $32.05 in a research report on Tuesday. Finally, Weiss Ratings raised shares of Option Care Health from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, September 11th. Three investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat.com, Option Care Health has an average rating of “Hold” and an average target price of $29.70.

Option Care Health Trading Up 0.1%

Shares of NASDAQ OPCH opened at $31.05 on Wednesday. The company has a quick ratio of 0.98, a current ratio of 1.47 and a debt-to-equity ratio of 0.91. The stock’s 50 day moving average price is $24.09 and its two-hundred day moving average price is $23.59. Option Care Health has a 52-week low of $18.01 and a 52-week high of $36.80. The stock has a market capitalization of $4.65 billion, a P/E ratio of 23.35, a PEG ratio of 1.88 and a beta of 0.58.

Option Care Health (NASDAQ:OPCH) last issued its 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. Option Care Health had a return on equity of 18.74% and a net margin of 3.68%.The company had revenue of $1.44 billion during the quarter, compared to analyst estimates of $1.42 billion. During the same quarter last year, the firm earned $0.41 EPS. The business’s revenue was up 1.9% on a year-over-year basis. Option Care Health has set its FY 2026 guidance at 1.850-1.920 EPS. On average, analysts anticipate that Option Care Health will post 1.7 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Option Care Health

Hedge funds have recently added to or reduced their stakes in the stock. Arrowstreet Capital Limited Partnership increased its holdings 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 worth $135,355,000 after acquiring an additional 247,118 shares during the period. Dimensional Fund Advisors LP boosted its stake in Option Care Health by 0.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 3,876,856 shares of the company’s stock valued at $104,368,000 after purchasing an additional 36,208 shares during the period. Southpoint Capital Advisors LP boosted its stake in Option Care Health by 20.0% during the 1st quarter. Southpoint Capital Advisors LP now owns 3,600,000 shares of the company’s stock valued at $96,912,000 after purchasing an additional 600,000 shares during the period. Sumitomo Mitsui Trust Group Inc. acquired a new position in Option Care Health during the 1st quarter valued at about $70,287,000. Finally, Bank of America Corp DE grew its position in Option Care Health by 14.6% in the 1st quarter. Bank of America Corp DE now owns 1,945,015 shares of the company’s stock worth $52,360,000 after purchasing an additional 247,766 shares during the last quarter. 98.05% of the stock is currently owned by institutional investors.

Key Stories Impacting Option Care Health

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

• Positive Sentiment: Option Care Health agreed to be acquired by CD&R and McKesson in a transaction reportedly valuing the company at approximately $5.8 billion. The cash offer provides a clear valuation reference and potential support for OPCH shares through deal completion. Option Care Health agrees to $32.05 buyout by CD&R and McKesson
• Neutral Sentiment: JPMorgan reaffirmed a neutral rating while setting a $33 price target, modestly above the $32.05 transaction price. That target suggests limited incremental value beyond the announced offer unless deal expectations change. JPMorgan reaffirms neutral rating and $33 price target
• Neutral Sentiment: Recent analyst price-target activity reflects a shift from evaluating OPCH as a standalone company to assessing the probability and terms of the proposed buyout. Option Care Health analyst price targets
• Negative Sentiment: Barrington Research downgraded Option Care Health to market perform from outperform, following other recent rating cuts from Truist Financial and Citizens JMP to hold. The downgrades indicate reduced conviction in additional upside after the sharp deal-related move. Barrington Research downgrades Option Care Health
• Negative Sentiment: Several law firms, including Kahn Swick & Foti, Halper Sadeh and Ademi, are investigating whether the $32.05 offer fairly values the company and whether directors or insiders received benefits unavailable to public shareholders. These reviews introduce execution, litigation and deal-certainty risks. Kahn Swick & Foti Option Care Health investor alert

Option Care Health Company Profile

Option Care Health, Inc (NASDAQ: OPCH) is a provider of home and alternate-site infusion services in the United States. The company works with patients, physicians, hospitals, health plans and pharmaceutical manufacturers to deliver and manage infusion therapy outside traditional hospital settings, including in patients’ homes, ambulatory infusion suites and other community-based locations.

Its services include the provision and administration of specialty medications and other infusion therapies for conditions such as infections, immune disorders, chronic diseases and nutritional deficiencies.