Option Care Health (NASDAQ:OPCH) Price Target Lowered to $23.00 at TD Cowen

Option Care Health (NASDAQ:OPCH) had its price target decreased by TD Cowen from $37.00 to $23.00 in a research note issued to investors on Friday,Benzinga reports. TD Cowen currently has a hold rating on the stock.

A number of other research analysts have also recently commented on the company. Jefferies Financial Group restated a “buy” rating and issued a $37.00 target price on shares of Option Care Health in a research note on Tuesday, January 13th. Stephens set a $30.00 price objective on Option Care Health in a research report on Friday. Barrington Research reduced their price objective on Option Care Health from $42.00 to $32.00 and set an “outperform” rating for the company in a research report on Friday. Wall Street Zen lowered Option Care Health from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Finally, UBS Group reduced their price objective on Option Care Health from $45.00 to $39.00 and set a “buy” rating for the company in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Option Care Health presently has an average rating of “Moderate Buy” and an average price target of $32.00.

Option Care Health Stock Down 1.5%

Shares of OPCH traded down $0.30 on Friday, reaching $20.03. The stock had a trading volume of 6,371,673 shares, compared to its average volume of 2,412,801. The firm has a market capitalization of $3.14 billion, a price-to-earnings ratio of 15.65, a price-to-earnings-growth ratio of 1.14 and a beta of 0.68. The company has a debt-to-equity ratio of 0.85, a quick ratio of 0.96 and a current ratio of 1.64. The company has a 50-day simple moving average of $29.15 and a 200-day simple moving average of $30.69. Option Care Health has a 12-month low of $18.01 and a 12-month high of $36.80.

Option Care Health (NASDAQ:OPCH) last released its earnings results on Thursday, April 30th. The company reported $0.40 EPS for the quarter, beating analysts’ consensus estimates of $0.37 by $0.03. The company had revenue of $1.35 billion during the quarter, compared to analysts’ expectations of $1.39 billion. Option Care Health had a return on equity of 18.17% and a net margin of 3.64%.The firm’s revenue for the quarter was up 1.3% compared to the same quarter last year. During the same quarter last year, the business posted $0.40 EPS. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. Sell-side analysts predict that Option Care Health will post 1.69 EPS for the current year.

Institutional Trading of Option Care Health

Institutional investors and hedge funds have recently modified their holdings of the business. V Square Quantitative Management LLC bought a new stake in shares of Option Care Health in the 4th quarter worth $25,000. Cornerstone Planning Group LLC increased its holdings in shares of Option Care Health by 7,621.4% in the 3rd quarter. Cornerstone Planning Group LLC now owns 1,081 shares of the company’s stock worth $30,000 after purchasing an additional 1,067 shares in the last quarter. McIlrath & Eck LLC bought a new stake in shares of Option Care Health in the 2nd quarter worth $37,000. Advisory Services Network LLC bought a new stake in shares of Option Care Health in the 3rd quarter worth $35,000. Finally, Caitong International Asset Management Co. Ltd bought a new stake in shares of Option Care Health in the 3rd quarter worth $38,000. Institutional investors own 98.05% of the company’s stock.

Key Stories Impacting Option Care Health

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

• Positive Sentiment: EPS/operating results had some upside or in?line elements (reported EPS near/above consensus per several services), which is a partial offset to the headline weakness. MarketBeat earnings note
• Neutral Sentiment: Option Care issued FY?2026 EPS guidance of $1.82–$1.92 (roughly in line with consensus) and provided a slide deck and conference call — limiting clarity on margin/profit trajectory but not eliminating uncertainty. GlobeNewswire press release
• Negative Sentiment: The company missed revenue estimates for Q1 ($1.35B reported vs. ~$1.40B consensus) and lowered full?year revenue guidance to $5.7–$5.8B (vs. ~$5.9B consensus), a direct driver of the share decline. Yahoo Markets article
• Negative Sentiment: Multiple law firms have announced investigations into Option Care for potential securities?law violations following the Q1 release, increasing legal and disclosure risk for shareholders. Block & Leviton alert Levi & Korsinsky alert
• Negative Sentiment: Analysts have reacted: TD Cowen cut its price target from $37 to $23 and placed a “hold”, and Bank of America downgraded OPCH from “buy” to “neutral” (PT $22), reflecting increased caution from the sell?side. Benzinga note
• Negative Sentiment: Shares experienced heavier-than-normal volume and a sharp intraday decline after the results and guidance cut, indicating weak near?term investor sentiment and heightened selling pressure. Seeking Alpha coverage

Option Care Health Company Profile

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.