Option Care Health, Inc. $OPCH Shares Sold by Jennison Associates LLC

Jennison Associates LLC lessened its stake in Option Care Health, Inc. (NASDAQ:OPCH - Free Report) by 8.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,163,931 shares of the company's stock after selling 104,695 shares during the quarter. Jennison Associates LLC owned about 0.73% of Option Care Health worth $37,083,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the stock. Cornerstone Investment Partners LLC boosted its holdings in shares of Option Care Health by 3.4% in the 4th quarter. Cornerstone Investment Partners LLC now owns 9,773 shares of the company's stock valued at $311,000 after purchasing an additional 318 shares during the last quarter. Sheets Smith Wealth Management boosted its holdings in shares of Option Care Health by 1.3% in the 4th quarter. Sheets Smith Wealth Management now owns 26,167 shares of the company's stock valued at $834,000 after purchasing an additional 326 shares during the last quarter. Arizona State Retirement System boosted its holdings in shares of Option Care Health by 1.1% in 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 during the last quarter. Blue Trust Inc. boosted its holdings in shares of Option Care Health by 8.0% in the 4th quarter. Blue Trust Inc. now owns 9,187 shares of the company's stock valued at $293,000 after purchasing an additional 679 shares during the last quarter. Finally, Allworth Financial LP boosted its holdings in shares of Option Care Health by 31.3% in 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 during the last quarter. Institutional investors and hedge funds own 98.05% of the company's stock.

Option Care Health Stock Performance

NASDAQ:OPCH opened at $20.03 on Friday. The company has a current ratio of 1.64, a quick ratio of 0.96 and a debt-to-equity ratio of 0.85. The firm has a market capitalization of $3.14 billion, a price-to-earnings ratio of 15.65, a PEG ratio of 1.14 and a beta of 0.68. The firm's fifty day simple moving average is $29.15 and its 200 day simple moving average is $30.69. Option Care Health, Inc. has a twelve month low of $18.01 and a twelve month high of $36.80.

Option Care Health (NASDAQ:OPCH - Get Free Report) last posted its 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. The business had revenue of $1.35 billion for the quarter, compared to analyst estimates of $1.39 billion. Option Care Health had a net margin of 3.64% and a return on equity of 18.17%. The business's quarterly revenue was up 1.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.40 EPS. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. As a group, equities research analysts expect that Option Care Health, Inc. will post 1.69 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on OPCH shares. UBS Group decreased their price target on shares of Option Care Health from $45.00 to $39.00 and set a "buy" rating on the stock in a report on Friday. National Bank Financial set a $37.00 price target on shares of Option Care Health in a report on Tuesday, January 27th. Morgan Stanley lifted their price target on shares of Option Care Health from $35.00 to $38.00 and gave the company an "overweight" rating in a report on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $26.00 price target on shares of Option Care Health in a report on Friday. Finally, Barrington Research decreased their price target on shares of Option Care Health from $42.00 to $32.00 and set an "outperform" rating on the stock in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $32.00.

Key Stories Impacting Option Care Health

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

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.

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