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

Key Points

• Director Timothy Sullivan executed an insider purchase of 24,154 shares on May 7 at an average price of $20.69, spending about $499,746 and increasing his stake to 73,383 shares (a 49.06% rise).
• Q1 results were mixed — EPS beat at $0.40 versus $0.37 consensus while revenue missed ($1.35B vs. $1.39B) — and management set FY2026 EPS guidance of 1.820–1.920, with analysts forecasting roughly 1.69 EPS for the current year.
• The stock is under pressure from multiple shareholder investigations and recent analyst downgrades/price-target cuts (e.g., TD Cowen cut its target to $23), weighing on sentiment despite some institutional and insider buying.

Option Care Health, Inc. (NASDAQ:OPCH - Get Free Report) Director Timothy Sullivan acquired 24,154 shares of the firm's stock in a transaction that occurred on Thursday, May 7th. The stock was purchased at an average cost of $20.69 per share, with a total value of $499,746.26. Following the purchase, the director directly owned 73,383 shares in the company, valued at approximately $1,518,294.27. This trade represents a 49.06% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink.

Option Care Health Trading Up 1.5%

Option Care Health stock traded up $0.30 during midday trading on Thursday, reaching $20.75. The stock had a trading volume of 5,147,593 shares, compared to its average volume of 2,263,034. The firm's fifty day simple moving average is $28.55 and its two-hundred day simple moving average is $30.66. 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 firm has a market cap of $3.26 billion, a price-to-earnings ratio of 16.09, a PEG ratio of 1.15 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.

Option Care Health (NASDAQ:OPCH - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.40 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.37 by $0.03. The business had revenue of $1.35 billion during 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 firm's revenue was up 1.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.40 earnings per share. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. Equities analysts anticipate that Option Care Health, Inc. will post 1.69 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research firms have recently issued reports on OPCH. Citizens Jmp reissued a "market outperform" rating and issued a $38.00 price target (up from $36.00) on shares of Option Care Health in a research report on Tuesday, January 13th. Morgan Stanley set a $28.00 price target on shares of Option Care Health in a research report on Wednesday. Jefferies Financial Group reissued a "buy" rating and issued a $37.00 price target on shares of Option Care Health in a research report on Tuesday, January 13th. Wall Street Zen lowered shares of Option Care Health from a "buy" rating to a "hold" rating in a research report on Saturday, February 28th. Finally, TD Cowen reduced their price target on shares of Option Care Health from $37.00 to $23.00 and set a "hold" rating for the company in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $31.25.

Option Care Health News Summary

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

• Positive Sentiment: Large insider purchase: Director Harry Jansen Kraemer Jr. bought 36,610 shares (~$21.41 avg), signaling management confidence and providing immediate buying support. Read More.
• Positive Sentiment: Morgan Stanley reaffirmed an overweight stance on OPCH, which helps institutional sentiment and can buoy the stock despite recent weakness. Read More.
• Neutral Sentiment: Analyst/Q&A readout from the Q1 earnings call highlights key execution questions (EPS beat but revenue missed; guidance trimmed), so investors are watching management’s answers for clarity on near‑term growth drivers. Read More.
• Neutral Sentiment: Q1 results were mixed: EPS marginally beat estimates while revenue came in below consensus and the company narrowed full‑year revenue/earnings outlook — a balanced but execution‑dependent picture for investors. Read More.
• Negative Sentiment: Multiple securities‑fraud shareholder investigations have been announced by several law firms (Levi & Korsinsky, Block & Leviton, Holzer & Holzer, Schall, Frank R. Cruz, Howard G. Smith and others). These raise legal, disclosure and reputation risk and are pressuring sentiment; if suits or regulatory action follow, they could meaningfully weigh on the stock. Read More. Read More. Read More.
• Negative Sentiment: Guidance and revenue revisions: Company trimmed revenue expectations relative to guidance given ~65 days earlier (reported as a material cut by some analysts), which triggered a sharp share decline and remains a core fundamental concern. Read More.

Hedge Funds Weigh In On Option Care Health

Several hedge funds and other institutional investors have recently added to or reduced their stakes in OPCH. V Square Quantitative Management LLC bought a new position in Option Care Health during the fourth quarter valued at approximately $25,000. Cornerstone Planning Group LLC raised its position in Option Care Health by 7,621.4% during the third quarter. Cornerstone Planning Group LLC now owns 1,081 shares of the company's stock valued at $30,000 after acquiring an additional 1,067 shares in the last quarter. Advisory Services Network LLC bought a new position in Option Care Health during the third quarter valued at approximately $35,000. McIlrath & Eck LLC bought a new position in Option Care Health during the second quarter valued at approximately $37,000. Finally, Caitong International Asset Management Co. Ltd bought a new position in Option Care Health during the third quarter valued at approximately $38,000. 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.

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