Barrington Research Has Pessimistic View of OPCH Q3 Earnings

Option Care Health, Inc. (NASDAQ:OPCH - Free Report) - Analysts at Barrington Research decreased their Q3 2025 earnings estimates for Option Care Health in a report issued on Wednesday, April 30th. Barrington Research analyst M. Petusky now forecasts that the company will post earnings per share of $0.37 for the quarter, down from their prior estimate of $0.39. Barrington Research has a "Outperform" rating and a $38.00 price target on the stock. The consensus estimate for Option Care Health's current full-year earnings is $1.22 per share. Barrington Research also issued estimates for Option Care Health's Q4 2025 earnings at $0.40 EPS.

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

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

Option Care Health Stock Performance

OPCH traded up $0.07 during trading hours on Monday, hitting $31.77. The stock had a trading volume of 331,485 shares, compared to its average volume of 1,833,381. Option Care Health has a 1 year low of $21.39 and a 1 year high of $35.53. The company's fifty day simple moving average is $33.29 and its 200 day simple moving average is $28.89. The stock has a market cap of $5.20 billion, a PE ratio of 26.70, a price-to-earnings-growth ratio of 2.30 and a beta of 0.76. The company has a quick ratio of 1.32, a current ratio of 1.73 and a debt-to-equity ratio of 0.77.

Insider Activity at Option Care Health

In other Option Care Health news, insider Michael Bavaro sold 30,996 shares of the stock in a transaction that occurred on Friday, February 28th. The shares were 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 in the company, valued at $1,495,835.24. This trade represents a 40.80 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.64% of the stock is owned by insiders.

Institutional Trading of Option Care Health

Institutional investors have recently added to or reduced their stakes in the business. Murphy & Mullick Capital Management Corp purchased a new position in shares of Option Care Health in the fourth quarter valued at about $26,000. UMB Bank n.a. grew its position in shares of Option Care Health by 41.7% in 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 during the last quarter. Signaturefd LLC increased its stake in shares of Option Care Health by 487.9% during the fourth quarter. Signaturefd LLC now owns 1,211 shares of the company's stock valued at $28,000 after buying an additional 1,005 shares during the period. Quadrant Capital Group LLC increased its stake in shares of Option Care Health by 172.8% during the fourth quarter. Quadrant Capital Group LLC now owns 1,735 shares of the company's stock valued at $40,000 after buying an additional 1,099 shares during the period. Finally, Public Employees Retirement System of Ohio raised its holdings 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 acquiring an additional 332 shares in the last quarter. 98.05% of the stock is currently owned by hedge funds and other institutional investors.

Option Care Health Company Profile

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.