Option Care Health, Inc. $OPCH Shares Purchased by SG Americas Securities LLC

Key Points

• SG Americas Securities LLC increased its stake in Option Care Health by 317.7% in Q4, buying an additional 43,441 shares to hold 57,113 shares worth about $1.82 million.
• Q4 results: Option Care reported EPS of $0.46 (in line with estimates) and revenue of $1.47 billion (slightly above consensus), with revenue up 8.8% year‑over‑year.
• Analyst sentiment is broadly positive — a consensus “Moderate Buy” with a $37.27 average price target after multiple upward revisions (e.g., Morgan Stanley $38, Truist $40) — even as the stock trades around $27.47, below its 50‑day and 200‑day moving averages.

SG Americas Securities LLC lifted its holdings in shares of Option Care Health, Inc. (NASDAQ:OPCH - Free Report) by 317.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 57,113 shares of the company's stock after buying an additional 43,441 shares during the period. SG Americas Securities LLC's holdings in Option Care Health were worth $1,820,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in OPCH. State of Wyoming boosted its stake in Option Care Health by 1.8% during the 2nd quarter. State of Wyoming now owns 25,135 shares of the company's stock valued at $816,000 after purchasing an additional 436 shares during the period. Arizona State Retirement System boosted its stake in Option Care Health by 1.1% during the 3rd quarter. Arizona State Retirement System now owns 48,472 shares of the company's stock valued at $1,346,000 after purchasing an additional 540 shares in the last quarter. GAMMA Investing LLC boosted its stake in Option Care Health by 24.1% during the third quarter. GAMMA Investing LLC now owns 3,093 shares of the company's stock valued at $86,000 after buying an additional 600 shares in the last quarter. Allworth Financial LP boosted its position in shares of Option Care Health by 31.3% during the 3rd quarter. Allworth Financial LP now owns 2,938 shares of the company's stock valued at $82,000 after purchasing an additional 701 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its position in Option Care Health by 84.9% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 1,771 shares of the company's stock worth $49,000 after buying an additional 813 shares during the last quarter. 98.05% of the stock is currently owned by institutional investors.

Option Care Health Price Performance

NASDAQ:OPCH opened at $27.47 on Monday. The company has a debt-to-equity ratio of 0.87, a current ratio of 1.53 and a quick ratio of 0.96. The stock has a market cap of $4.30 billion, a P/E ratio of 21.46, a PEG ratio of 1.54 and a beta of 0.95. The company has a fifty day moving average price of $31.69 and a 200 day moving average price of $30.68. Option Care Health, Inc. has a one year low of $24.24 and a one year high of $36.80.

Option Care Health (NASDAQ:OPCH - Get Free Report) last posted its quarterly earnings data on Tuesday, February 24th. The company reported $0.46 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.46. The company had revenue of $1.47 billion for the quarter, compared to the consensus estimate of $1.46 billion. Option Care Health had a net margin of 3.67% and a return on equity of 18.57%. The business's revenue was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.44 EPS. Analysts anticipate that Option Care Health, Inc. will post 1.22 earnings per share for the current year.

Wall Street Analyst Weigh In

OPCH has been the topic of a number of analyst reports. Bank of America lifted their price target on Option Care Health from $32.00 to $35.00 and gave the stock a "buy" rating in a research note on Tuesday, December 9th. Weiss Ratings restated a "hold (c)" rating on shares of Option Care Health in a report on Monday, December 29th. Morgan Stanley increased their price objective on Option Care Health from $35.00 to $38.00 and gave the stock an "overweight" rating in a report on Tuesday, January 13th. Citizens Jmp reissued a "market outperform" rating and set a $38.00 target price (up from $36.00) on shares of Option Care Health in a research report on Tuesday, January 13th. Finally, Truist Financial set a $40.00 target price on Option Care Health in a report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $37.27.

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.

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