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

Option Care Health (NASDAQ:OPCH) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.820-1.920 for the period, compared to the consensus EPS estimate of 1.830. The company issued revenue guidance of $5.7 billion-$5.8 billion, compared to the consensus revenue estimate of $5.9 billion.

Wall Street Analyst Weigh In

A number of research firms have recently commented on OPCH. Stephens set a $30.00 target price on Option Care Health in a research note on Friday. UBS Group cut their target price on Option Care Health from $45.00 to $39.00 and set a “buy” rating on the stock in a research note on Friday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $26.00 target price on shares of Option Care Health in a research note on Friday. 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 research note on Tuesday, January 13th. Finally, Truist Financial set a $30.00 target price on Option Care Health in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $32.00.

Option Care Health Stock Performance

Shares of NASDAQ:OPCH traded down $0.30 during midday trading on Friday, reaching $20.03. 6,371,673 shares of the company’s stock traded hands, compared to its average volume of 2,412,801. The company has a market cap of $3.14 billion, a price-to-earnings ratio of 15.65, a P/E/G ratio of 1.14 and a beta of 0.68. The company has a debt-to-equity ratio of 0.85, a quick ratio of 0.96 and a current ratio of 1.64. Option Care Health has a one year low of $18.01 and a one year high of $36.80. The stock has a 50 day moving average of $29.15 and a 200 day moving average of $30.69.

Option Care Health (NASDAQ:OPCH) last announced its quarterly earnings results on Thursday, April 30th. The company reported $0.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.37 by $0.03. The firm had revenue of $1.35 billion for the quarter, compared to the consensus estimate of $1.39 billion. Option Care Health had a return on equity of 18.17% and a net margin of 3.64%.The company’s quarterly revenue was up 1.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.40 earnings per share. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. As a group, equities research analysts anticipate that Option Care Health will post 1.69 EPS for the current fiscal year.

More Option Care Health News

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

• Positive Sentiment: EPS/operating results had some upside or in‑line elements (reported EPS near/above consensus per several services), which is a partial offset to the headline weakness. MarketBeat earnings note
• Neutral Sentiment: Option Care issued FY‑2026 EPS guidance of $1.82–$1.92 (roughly in line with consensus) and provided a slide deck and conference call — limiting clarity on margin/profit trajectory but not eliminating uncertainty. GlobeNewswire press release
• Negative Sentiment: The company missed revenue estimates for Q1 ($1.35B reported vs. ~$1.40B consensus) and lowered full‑year revenue guidance to $5.7–$5.8B (vs. ~$5.9B consensus), a direct driver of the share decline. Yahoo Markets article
• Negative Sentiment: Multiple law firms have announced investigations into Option Care for potential securities‑law violations following the Q1 release, increasing legal and disclosure risk for shareholders. Block & Leviton alert Levi & Korsinsky alert
• Negative Sentiment: Analysts have reacted: TD Cowen cut its price target from $37 to $23 and placed a “hold”, and Bank of America downgraded OPCH from “buy” to “neutral” (PT $22), reflecting increased caution from the sell‑side. Benzinga note
• Negative Sentiment: Shares experienced heavier-than-normal volume and a sharp intraday decline after the results and guidance cut, indicating weak near‑term investor sentiment and heightened selling pressure. Seeking Alpha coverage

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Durable Capital Partners LP lifted its holdings in shares of 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. lifted its holdings in shares of 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 valued at $221,707,000 after purchasing an additional 752,058 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Option Care Health by 17.3% during the third quarter. Arrowstreet Capital Limited Partnership now owns 4,001,307 shares of the company’s stock valued at $111,076,000 after purchasing an additional 590,913 shares in the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of Option Care Health by 1.2% during the fourth 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 in the last quarter. Finally, Morgan Stanley lifted its holdings in Option Care Health by 13.3% in the fourth quarter. Morgan Stanley now owns 3,410,233 shares of the company’s stock valued at $108,650,000 after acquiring an additional 400,740 shares during the period. 98.05% of the stock is owned by 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.