William Blair Has Pessimistic Outlook of OPCH Q2 Earnings

Option Care Health, Inc. (NASDAQ:OPCH - Free Report) - Analysts at William Blair reduced their Q2 2025 EPS estimates for Option Care Health in a research report issued to clients and investors on Wednesday, April 30th. William Blair analyst M. Larew now anticipates that the company will post earnings per share of $0.35 for the quarter, down from their prior 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.

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

A number of other research analysts have also recently weighed in on the stock. Barrington Research restated an "outperform" rating and issued a $38.00 price objective on shares of Option Care Health in a report on Wednesday, April 30th. UBS Group raised shares of Option Care Health from a "neutral" rating to a "buy" rating and raised their price objective for the stock from $38.00 to $40.00 in a research note on Wednesday, April 30th. JPMorgan Chase & Co. upped their target price on shares of Option Care Health from $40.00 to $41.00 and gave the company an "overweight" rating in a report on Thursday, March 6th. JMP Securities restated a "market outperform" rating and issued a $36.00 target price on shares of Option Care Health in a report on Tuesday, April 22nd. Finally, Jefferies Financial Group raised shares of Option Care Health from a "hold" rating to a "buy" rating and increased their target price for the stock from $26.00 to $35.00 in a research report on Thursday, January 23rd. One investment analyst has rated the stock with a hold rating and seven have assigned a buy rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $35.50.

Option Care Health Stock Up 0.3 %

Option Care Health stock traded up $0.09 during trading hours on Monday, reaching $31.79. The stock had a trading volume of 300,847 shares, compared to its average volume of 1,833,183. The business's 50 day moving average price is $33.29 and its 200-day moving average price is $28.89. The company has a market cap of $5.21 billion, a price-to-earnings ratio of 26.71, a PEG ratio of 2.30 and a beta of 0.76. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.73 and a quick ratio of 1.32. Option Care Health has a 52 week low of $21.39 and a 52 week high of $35.53.

Institutional Trading of Option Care Health

Institutional investors and hedge funds have recently modified their holdings of the business. Murphy & Mullick Capital Management Corp bought a new stake in Option Care Health in the fourth quarter worth about $26,000. UMB Bank n.a. boosted its stake in Option Care Health by 41.7% during the fourth quarter. UMB Bank n.a. now owns 1,176 shares of the company's stock worth $27,000 after buying an additional 346 shares during the period. Signaturefd LLC lifted its stake in Option Care Health by 487.9% during the fourth quarter. Signaturefd LLC now owns 1,211 shares of the company's stock worth $28,000 after purchasing an additional 1,005 shares in the last quarter. Quadrant Capital Group LLC boosted its holdings in Option Care Health by 172.8% during the 4th quarter. Quadrant Capital Group LLC now owns 1,735 shares of the company's stock valued at $40,000 after acquiring an additional 1,099 shares during the period. Finally, Public Employees Retirement System of Ohio increased its stake in Option Care Health by 21.6% during the 4th quarter. Public Employees Retirement System of Ohio now owns 1,870 shares of the company's stock worth $43,000 after buying an additional 332 shares during the period. Institutional investors own 98.05% of the company's stock.

Insider Transactions at Option Care Health

In other news, insider Michael Bavaro sold 30,996 shares of the business's stock in a transaction that occurred on Friday, February 28th. The stock was sold at an average price of $33.26, for a total transaction of $1,030,926.96. Following the transaction, the insider now directly owns 44,974 shares of the company's stock, valued at approximately $1,495,835.24. The trade was a 40.80 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.64% of the stock is currently 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.