Q3 EPS Estimate for Option Care Health Reduced by Analyst

Key Points

• Analysts at Barrington Research have lowered their Q3 2025 earnings per share estimate for Option Care Health to $0.36, down from $0.37, while maintaining an "Outperform" rating with a price target of $38.00.
• JMP Securities and UBS Group have also raised their price targets for the stock to $38.00 and $40.00 respectively, with multiple analysts issuing buy ratings on Option Care Health.
• Despite a recent dip of 3.7%, Option Care Health reported quarterly earnings of $0.41 per share, surpassing the consensus estimate of $0.40 and achieving a year-over-year revenue increase of 15.4%.

Option Care Health, Inc. (NASDAQ:OPCH - Free Report) - Research analysts at Barrington Research decreased their Q3 2025 earnings per share estimates for Option Care Health in a report issued on Thursday, July 31st. Barrington Research analyst M. Petusky now anticipates that the company will post earnings per share of $0.36 for the quarter, down from their previous forecast of $0.37. 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 2026 earnings at $0.47 EPS and FY2027 earnings at $1.92 EPS.

Several other research analysts have also issued reports on OPCH. JMP Securities lifted their price target on shares of Option Care Health from $36.00 to $38.00 and gave the stock a "market outperform" rating in a research report on Thursday. Citigroup restated an "outperform" rating on shares of Option Care Health in a report on Thursday. Finally, UBS Group raised Option Care Health from a "neutral" rating to a "buy" rating and boosted their target price for the stock from $38.00 to $40.00 in a research report on Wednesday, April 30th. One analyst has rated the stock with a hold rating and eight have issued a buy rating to the company's stock. Based on data from MarketBeat, Option Care Health presently has an average rating of "Moderate Buy" and a consensus price target of $35.75.

Option Care Health Stock Down 3.7%

OPCH stock opened at $28.26 on Monday. The firm has a market cap of $4.59 billion, a PE ratio of 22.61, a P/E/G ratio of 1.79 and a beta of 0.79. Option Care Health has a 12 month low of $21.39 and a 12 month high of $35.53. The company has a debt-to-equity ratio of 0.81, a current ratio of 1.52 and a quick ratio of 1.00. The firm has a 50 day simple moving average of $31.04 and a 200 day simple moving average of $32.00.

Option Care Health (NASDAQ:OPCH - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The company reported $0.41 earnings per share for the quarter, beating the consensus estimate of $0.40 by $0.01. The company had revenue of $1.42 billion during the quarter, compared to analyst estimates of $1.35 billion. Option Care Health had a net margin of 3.93% and a return on equity of 17.53%. The business's revenue for the quarter was up 15.4% on a year-over-year basis. During the same quarter last year, the firm posted $0.30 EPS.

Institutional Trading of Option Care Health

Institutional investors have recently made changes to their positions in the stock. JPMorgan Chase & Co. lifted its position in Option Care Health by 29.6% in the 4th quarter. JPMorgan Chase & Co. now owns 1,511,403 shares of the company's stock worth $35,065,000 after buying an additional 344,875 shares in the last quarter. Pictet Asset Management Holding SA increased its stake in shares of Option Care Health by 12.8% in the fourth quarter. Pictet Asset Management Holding SA now owns 32,885 shares of the company's stock worth $763,000 after acquiring an additional 3,738 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of Option Care Health by 121.9% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 142,441 shares of the company's stock worth $3,305,000 after acquiring an additional 78,240 shares in the last quarter. Alliancebernstein L.P. boosted its position in Option Care Health by 4.5% during the fourth quarter. Alliancebernstein L.P. now owns 586,699 shares of the company's stock valued at $13,611,000 after purchasing an additional 25,054 shares during the last quarter. Finally, ExodusPoint Capital Management LP grew its stake in Option Care Health by 167.8% in the fourth quarter. ExodusPoint Capital Management LP now owns 54,810 shares of the company's stock valued at $1,272,000 after purchasing an additional 34,340 shares in the last quarter. 98.05% of the stock is currently owned by institutional investors and hedge funds.

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.

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