Option Care Health (NASDAQ:OPCH) Releases FY 2026 Earnings Guidance

Option Care Health (NASDAQ:OPCH) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.820-1.920 for the period, compared to the consensus estimate of 1.740. The company issued revenue guidance of $5.8 billion-$6.0 billion, compared to the consensus revenue estimate of $5.9 billion.

Analysts Set New Price Targets

A number of analysts have recently commented on OPCH shares. Stephens raised Option Care Health to a “strong-buy” rating in a research note on Thursday, December 11th. Morgan Stanley lifted 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. National Bank Financial set a $37.00 price target on shares of Option Care Health in a report on Tuesday, January 27th. Jefferies Financial Group restated a “buy” rating and set a $37.00 price objective on shares of Option Care Health in a research report on Tuesday, January 13th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Option Care Health in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $37.58.

Option Care Health Trading Down 1.3%

NASDAQ OPCH opened at $31.20 on Wednesday. The firm’s 50 day moving average price is $33.96 and its two-hundred day moving average price is $30.64. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.96 and a current ratio of 1.53. Option Care Health has a twelve month low of $24.24 and a twelve month high of $36.80. The stock has a market cap of $4.88 billion, a price-to-earnings ratio of 24.38, a PEG ratio of 1.78 and a beta of 0.85.

Option Care Health (NASDAQ:OPCH) last released its earnings results on Tuesday, February 24th. The company reported $0.46 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.46. Option Care Health had a return on equity of 18.57% and a net margin of 3.67%.The company had revenue of $1.47 billion during the quarter, compared to analyst estimates of $1.46 billion. During the same quarter in the prior year, the company earned $0.44 earnings per share. The company’s revenue for the quarter was up 8.8% on a year-over-year basis. Equities analysts anticipate that Option Care Health will post 1.22 EPS for the current year.

Institutional Trading of Option Care Health

A number of hedge funds have recently made changes to their positions in the stock. Durable Capital Partners LP grew its position in Option Care Health by 134.2% during 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. boosted its stake 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 buying an additional 752,058 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in shares of Option Care Health by 17.3% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 4,001,307 shares of the company’s stock valued at $111,076,000 after buying an additional 590,913 shares during the period. Dimensional Fund Advisors LP grew its holdings in shares of Option Care Health by 1.2% during the 4th quarter. Dimensional Fund Advisors LP now owns 3,840,648 shares of the company’s stock valued at $122,367,000 after acquiring an additional 44,252 shares in the last quarter. Finally, Morgan Stanley increased its stake in shares of Option Care Health by 13.3% in the fourth quarter. Morgan Stanley now owns 3,410,233 shares of the company’s stock worth $108,650,000 after acquiring an additional 400,740 shares during the last quarter. 98.05% of the stock is owned by hedge funds and other institutional investors.

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.