William Blair Brokers Decrease Earnings Estimates for OPCH

Option Care Health, Inc. (NASDAQ:OPCH - Free Report) - Stock analysts at William Blair cut their Q2 2025 EPS estimates for Option Care Health in a research note issued to investors on Wednesday, April 30th. William Blair analyst M. Larew now forecasts that the company will earn $0.35 per share for the quarter, down from their previous forecast of $0.36. The consensus estimate for Option Care Health's current full-year earnings is $1.22 per share. William Blair also issued estimates for Option Care Health's Q3 2025 earnings at $0.39 EPS.

OPCH has been the topic of several other reports. JPMorgan Chase & Co. upped their price target on Option Care Health from $40.00 to $41.00 and gave the company an "overweight" rating in a research report on Thursday, March 6th. UBS Group raised shares of Option Care Health from a "neutral" rating to a "buy" rating and increased their target price for the stock from $38.00 to $40.00 in a report on Wednesday, April 30th. Barrington Research reaffirmed an "outperform" rating and set a $38.00 price objective on shares of Option Care Health in a research report on Wednesday, April 30th. JMP Securities reiterated a "market outperform" rating and set a $36.00 price objective on shares of Option Care Health in a research note on Tuesday, April 22nd. Finally, Bank of America upgraded Option Care Health from a "neutral" rating to a "buy" rating and lifted their target price for the company from $26.00 to $33.00 in a research note on Monday, January 13th. One analyst has rated the stock with a hold rating and seven have given a buy rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $35.50.

Option Care Health Stock Up 2.1 %

NASDAQ OPCH traded up $0.70 on Monday, hitting $33.44. 2,035,609 shares of the stock traded hands, compared to its average volume of 1,831,896. The company has a current ratio of 1.73, a quick ratio of 1.32 and a debt-to-equity ratio of 0.77. The stock has a 50-day moving average of $33.33 and a 200 day moving average of $28.85. Option Care Health has a twelve month low of $21.39 and a twelve month high of $35.53. The company has a market capitalization of $5.48 billion, a P/E ratio of 28.10, a price-to-earnings-growth ratio of 2.30 and a beta of 0.76.

Option Care Health (NASDAQ:OPCH - Get Free Report) last issued its earnings results on Tuesday, April 29th. The company reported $0.40 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.36 by $0.04. The business had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.26 billion. Option Care Health had a net margin of 4.37% and a return on equity of 15.30%. The company's revenue for the quarter was up 16.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.26 EPS.

Institutional Trading of Option Care Health

Hedge funds have recently added to or reduced their stakes in the business. Public Employees Retirement System of Ohio raised its stake in shares of Option Care Health by 21.6% during the fourth quarter. Public Employees Retirement System of Ohio now owns 1,870 shares of the company's stock valued at $43,000 after purchasing an additional 332 shares in the last quarter. Cornerstone Investment Partners LLC increased its stake in Option Care Health by 3.6% during the 4th quarter. Cornerstone Investment Partners LLC now owns 9,544 shares of the company's stock valued at $221,000 after buying an additional 333 shares during the period. UMB Bank n.a. raised its position in shares of Option Care Health by 41.7% during the 4th quarter. UMB Bank n.a. now owns 1,176 shares of the company's stock worth $27,000 after buying an additional 346 shares in the last quarter. Assetmark Inc. lifted its stake in shares of Option Care Health by 2.0% in the 4th quarter. Assetmark Inc. now owns 24,976 shares of the company's stock worth $579,000 after acquiring an additional 487 shares during the period. Finally, State of Michigan Retirement System boosted its holdings in shares of Option Care Health by 1.2% in the first quarter. State of Michigan Retirement System now owns 40,759 shares of the company's stock valued at $1,425,000 after acquiring an additional 500 shares in the last quarter. Institutional investors own 98.05% of the company's stock.

Insider Buying and Selling at Option Care Health

In related news, insider Michael Bavaro sold 30,996 shares of the stock in a transaction that occurred on Friday, February 28th. The stock was sold at an average price of $33.26, for a total value of $1,030,926.96. Following the completion of the transaction, the insider now directly owns 44,974 shares of the company's stock, valued at $1,495,835.24. This represents a 40.80 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.64% of the stock is owned by company insiders.

About Option Care Health

Option Care Health, Inc offers home and alternate site infusion services in the United States. The company provides anti-infective therapies; home infusion services to treat heart failures; home parenteral nutrition and enteral nutrition support services for numerous acute and chronic conditions, such as stroke, cancer, and gastrointestinal diseases; immunoglobulin infusion therapies for the treatment of immune deficiencies; and treatments for chronic inflammatory disorders, including crohn's disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, ulcerative colitis, and other chronic inflammatory disorders.