Nicholas Company Inc. Sells 36,370 Shares of Option Care Health, Inc. $OPCH

Nicholas Company Inc. lessened its position in Option Care Health, Inc. (NASDAQ:OPCH) by 14.5% during the fourth quarter, Holdings Channel reports. The fund owned 214,720 shares of the company’s stock after selling 36,370 shares during the period. Nicholas Company Inc.’s holdings in Option Care Health were worth $6,841,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in OPCH. Durable Capital Partners LP increased its stake in Option Care Health by 134.2% in the second quarter. Durable Capital Partners LP now owns 8,237,577 shares of the company’s stock valued at $267,557,000 after acquiring an additional 4,720,988 shares during the last quarter. UBS Group AG increased its stake in Option Care Health by 250.2% in the third quarter. UBS Group AG now owns 1,165,525 shares of the company’s stock valued at $32,355,000 after acquiring an additional 832,720 shares during the last quarter. Alliancebernstein L.P. increased its stake in Option Care Health by 113.6% in the third quarter. Alliancebernstein L.P. now owns 1,298,691 shares of the company’s stock valued at $36,052,000 after acquiring an additional 690,572 shares during the last quarter. Duquesne Family Office LLC bought a new position in Option Care Health in the second quarter valued at $20,685,000. Finally, Arrowstreet Capital Limited Partnership boosted its position in Option Care Health by 17.3% during the third quarter. Arrowstreet Capital Limited Partnership now owns 4,001,307 shares of the company’s stock valued at $111,076,000 after buying an additional 590,913 shares during the period. Institutional investors own 98.05% of the company’s stock.

Option Care Health Stock Performance

Option Care Health stock opened at $20.51 on Monday. The company has a current ratio of 1.64, a quick ratio of 1.07 and a debt-to-equity ratio of 0.85. The firm has a 50-day moving average of $28.29 and a 200-day moving average of $30.61. The firm has a market cap of $3.22 billion, a P/E ratio of 15.90, a P/E/G ratio of 1.14 and a beta of 0.68. Option Care Health, Inc. has a 1-year low of $18.01 and a 1-year high of $36.80.

Option Care Health (NASDAQ:OPCH) last posted its earnings results on Thursday, April 30th. The company reported $0.40 earnings per share for the quarter, topping analysts’ consensus estimates of $0.37 by $0.03. The company had revenue of $1.35 billion during the quarter, compared to analyst estimates of $1.39 billion. Option Care Health had a net margin of 3.64% and a return on equity of 18.17%. Option Care Health’s revenue for the quarter was up 1.3% on a year-over-year basis. During the same period in the prior year, the business posted $0.40 earnings per share. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. Sell-side analysts expect that Option Care Health, Inc. will post 1.64 EPS for the current year.

Insider Transactions at Option Care Health

In other news, Director Harry M. Jansen Kraemer, Jr. bought 36,610 shares of the company’s stock in a transaction dated Monday, May 4th. The stock was bought at an average cost of $21.41 per share, for a total transaction of $783,820.10. Following the completion of the acquisition, the director owned 450,000 shares in the company, valued at approximately $9,634,500. This trade represents a 8.86% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO John Charles Rademacher bought 12,500 shares of the company’s stock in a transaction dated Monday, May 4th. The shares were purchased at an average price of $21.18 per share, with a total value of $264,750.00. Following the completion of the acquisition, the chief executive officer owned 695,152 shares of the company’s stock, valued at $14,723,319.36. This trade represents a 1.83% increase in their position. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders bought 73,264 shares of company stock worth $1,548,316. Company insiders own 1.70% of the company’s stock.

Option Care Health News Roundup

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

• Positive Sentiment: Director Timothy P. Sullivan bought 24,154 shares for about $500,000, boosting his ownership by 49%, which investors may view as a confidence signal from management. Sullivan SEC Filing
• Positive Sentiment: Analyst sentiment remains constructive overall, with the consensus still at “Moderate Buy,” and Morgan Stanley reaffirmed an “Overweight” rating. Analyst Recommendation
• Neutral Sentiment: The company is drawing attention ahead of its appearance at the Bank of America Health Care Conference, which could provide more color on execution and guidance. Conference Notice
• Negative Sentiment: Multiple law firms launched securities-fraud investigations and shareholder-loss alerts after Option Care Health’s weaker-than-expected Q1 results and reduced outlook, adding legal and reputational overhang. Holzer Alert
• Negative Sentiment: Q1 earnings were mixed: EPS beat estimates, but revenue missed and management lowered full-year revenue guidance, fueling concerns about slowing growth and future execution. Earnings and Guidance

Analyst Upgrades and Downgrades

Several analysts have issued reports on the stock. Morgan Stanley set a $28.00 price target on shares of Option Care Health in a research report on Wednesday. Stephens set a $30.00 price target on shares of Option Care Health in a research report on Friday, May 1st. JPMorgan Chase & Co. cut their price target on shares of Option Care Health from $40.00 to $33.00 and set an “overweight” rating for the company in a research report on Monday, May 4th. National Bank Financial set a $37.00 price target on shares of Option Care Health in a research report on Tuesday, January 27th. Finally, UBS Group cut their price target on shares of Option Care Health from $45.00 to $39.00 and set a “buy” rating for the company in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $31.25.

Option Care Health 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.