Swedbank AB Reduces Stock Holdings in Option Care Health, Inc. $OPCH

Swedbank AB decreased its holdings in Option Care Health, Inc. (NASDAQ:OPCH) by 3.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,726,000 shares of the company’s stock after selling 55,532 shares during the quarter. Swedbank AB’s holdings in Option Care Health were worth $54,990,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in OPCH. V Square Quantitative Management LLC purchased a new stake in Option Care Health in the fourth quarter worth $25,000. Cornerstone Planning Group LLC lifted its stake in Option Care Health by 7,621.4% in the third quarter. Cornerstone Planning Group LLC now owns 1,081 shares of the company’s stock worth $30,000 after acquiring an additional 1,067 shares during the period. Advisory Services Network LLC purchased a new stake in Option Care Health in the third quarter worth $35,000. McIlrath & Eck LLC purchased a new stake in Option Care Health in the second quarter worth $37,000. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in Option Care Health in the third quarter worth $38,000. Hedge funds and other institutional investors own 98.05% of the company’s stock.

Trending Headlines about Option Care Health

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

• Positive Sentiment: Large insider purchases by management — CEO John Rademacher bought 12,500 shares (~$21.18 avg) and Director Harry Jansen Kraemer Jr. bought 36,610 shares (~$21.41 avg), increasing their holdings. Insider buys often signal management confidence and can support sentiment. Read More.
• Positive Sentiment: Morgan Stanley reaffirmed an “overweight” view on OPCH, maintaining institutional support from a major broker despite recent headwinds. Read More.
• Neutral Sentiment: Chief Growth Officer transition announced (Christopher L. Grashoff departing) — routine leadership change that could cause short‑term execution questions until a successor is named. Read More.
• Neutral Sentiment: Management will present at the Bank of America Health Care Conference (May 12) — an opportunity for management to provide clarity or updated guidance; could be a catalyst either way. Read More.
• Neutral Sentiment: Recent Q1 results were mixed: EPS of $0.40 beat the $0.37 estimate, but revenue of $1.35B missed the $1.39B consensus and FY‑2026 EPS guidance was set at $1.82–$1.92 — leaves upside dependent on margin gains and execution. Read More.
• Negative Sentiment: Multiple securities‑fraud investigations announced by several law firms (Schall Law, Howard G. Smith, Frank R. Cruz, Levi & Korsinsky, Block & Leviton) alleging potentially misleading disclosures related to the Q1 report and guidance adjustments — this raises legal, regulatory and reputational risk and is likely the primary driver of today’s selling and elevated volume. Read More.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the company. Jefferies Financial Group reaffirmed a “buy” rating and issued a $37.00 price target on shares of Option Care Health in a research note on Tuesday, January 13th. National Bank Financial set a $37.00 price objective on Option Care Health in a research report on Tuesday, January 27th. JPMorgan Chase & Co. lowered their price objective on Option Care Health from $40.00 to $33.00 and set an “overweight” rating for the company in a research report on Monday. Bank of America lowered Option Care Health from a “buy” rating to a “neutral” rating and set a $22.00 price objective for the company. in a research report on Friday, May 1st. Finally, Truist Financial set a $30.00 price objective on Option Care Health in a research report on Friday, May 1st. One investment 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 company’s stock. Based on data from MarketBeat.com, Option Care Health presently has an average rating of “Moderate Buy” and a consensus price target of $31.25.

Insider Activity

In other Option Care Health news, CEO John Charles Rademacher acquired 12,500 shares of Option Care Health stock in a transaction that occurred on Monday, May 4th. The stock was bought at an average cost of $21.18 per share, for a total transaction of $264,750.00. Following the acquisition, the chief executive officer owned 695,152 shares of the company’s stock, valued at $14,723,319.36. This represents a 1.83% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Harry M. Jansen Kraemer, Jr. purchased 36,610 shares of the business’s stock in a transaction on Monday, May 4th. The shares were purchased at an average price of $21.41 per share, with a total value of $783,820.10. Following the completion of the purchase, the director owned 450,000 shares in the company, valued at approximately $9,634,500. This trade represents a 8.86% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 1.70% of the stock is currently owned by company insiders.

Option Care Health Price Performance

Shares of NASDAQ:OPCH opened at $20.45 on Thursday. Option Care Health, Inc. has a 1-year low of $18.01 and a 1-year high of $36.80. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.64 and a quick ratio of 1.07. The business has a fifty day moving average price of $28.55 and a 200-day moving average price of $30.66. The company has a market capitalization of $3.21 billion, a PE ratio of 15.85, a PEG ratio of 1.15 and a beta of 0.68.

Option Care Health (NASDAQ:OPCH) last issued its quarterly earnings results on Thursday, April 30th. The company reported $0.40 earnings per share for the quarter, beating 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 firm had revenue of $1.35 billion during the quarter, compared to the consensus estimate of $1.39 billion. During the same period last year, the company earned $0.40 earnings per share. The company’s revenue 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. As a group, equities analysts expect that Option Care Health, Inc. will post 1.69 EPS for the current fiscal year.

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.