Option Care Health (NASDAQ:OPCH) Director Timothy Sullivan Acquires 24,154 Shares of Stock

Option Care Health, Inc. (NASDAQ:OPCH) Director Timothy Sullivan purchased 24,154 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were acquired at an average price of $20.69 per share, for a total transaction of $499,746.26. Following the completion of the transaction, the director directly owned 73,383 shares of the company’s stock, valued at $1,518,294.27. The trade was a 49.06% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

Option Care Health Stock Performance

OPCH opened at $20.75 on Friday. The firm has a market capitalization of $3.26 billion, a PE ratio of 16.09, a PEG ratio of 1.10 and a beta of 0.68. Option Care Health, Inc. has a twelve month low of $18.01 and a twelve month high of $36.80. The firm’s 50-day moving average price is $28.29 and its 200 day moving average price is $30.61. The company has a current ratio of 1.64, a quick ratio of 1.07 and a debt-to-equity ratio of 0.85.

Option Care Health (NASDAQ:OPCH) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.40 earnings per share for the quarter, topping analysts’ consensus estimates of $0.37 by $0.03. Option Care Health had a net margin of 3.64% and a return on equity of 18.17%. The firm had revenue of $1.35 billion for the quarter, compared to analyst estimates of $1.39 billion. During the same period in the previous year, the business posted $0.40 earnings per share. Option Care Health’s quarterly 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, sell-side analysts expect that Option Care Health, Inc. will post 1.69 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Stephens set a $30.00 target price on shares of Option Care Health in a research note on Friday, May 1st. National Bank Financial set a $37.00 target price on shares of Option Care Health in a research note on Tuesday, January 27th. JPMorgan Chase & Co. reduced their target price on shares of Option Care Health from $40.00 to $33.00 and set an “overweight” rating on the stock in a research note on Monday. Citigroup reaffirmed an “outperform” rating on shares of Option Care Health in a research note on Tuesday, January 13th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $26.00 target price on shares of Option Care Health in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $31.25.

Trending Headlines about Option Care Health

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

• Positive Sentiment: Two directors made sizeable purchases, increasing insider ownership and signaling management confidence — Timothy P. Sullivan bought 24,154 shares at ~$20.69 (May 7). Sullivan SEC Filing
• Positive Sentiment: Director Harry Jansen Kraemer Jr. purchased 36,610 shares at ~$21.41 (May 4), further highlighting insider accumulation. Kraemer SEC Filing
• Neutral Sentiment: Morgan Stanley reaffirmed an “Overweight” rating (institutional support remains), and other analysts show a split view — Consensus remains a “Moderate Buy” with an average target around $32, but recent price targets vary. Analyst Coverage
• Neutral Sentiment: Management will speak at the Bank of America Health Care Conference (May 12), which could be a catalyst for clarification on execution and outlook. Conference Notice
• Negative Sentiment: Multiple securities?fraud investigations and shareholder class?action solicitations were launched after the April 30 Q1 report and a subsequent revenue/guidance revision — this raises potential legal, financial and reputational risk that could pressure the stock. Representative notices: Levi & Korsinsky, Holzer & Holzer, Block & Leviton and others. Holzer Alert Block & Leviton
• Negative Sentiment: Q1 fundamentals were mixed: EPS beat modestly ($0.40 vs. $0.37) but revenue missed (~$1.35B vs. ~$1.39B) and management trimmed full?year revenue/earnings outlooks, prompting a sharp prior selloff and heightened execution concerns. Earnings & Guidance

Hedge Funds Weigh In On Option Care Health

Hedge funds have recently made changes to their positions in the stock. Royal Bank of Canada raised its position in Option Care Health by 20.7% in the first quarter. Royal Bank of Canada now owns 231,161 shares of the company’s stock valued at $8,078,000 after purchasing an additional 39,661 shares during the period. AQR Capital Management LLC raised its position in Option Care Health by 162.6% in the first quarter. AQR Capital Management LLC now owns 41,633 shares of the company’s stock valued at $1,450,000 after purchasing an additional 25,777 shares during the period. Empowered Funds LLC purchased a new stake in Option Care Health in the first quarter valued at approximately $208,000. Invesco Ltd. raised its position in Option Care Health by 2.7% in the second quarter. Invesco Ltd. now owns 294,363 shares of the company’s stock valued at $9,561,000 after purchasing an additional 7,678 shares during the period. Finally, EverSource Wealth Advisors LLC raised its position in Option Care Health by 528.1% in the second quarter. EverSource Wealth Advisors LLC now owns 1,407 shares of the company’s stock valued at $46,000 after purchasing an additional 1,183 shares during the period. Hedge funds and other institutional investors own 98.05% of the company’s stock.

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.