Option Care Health (NASDAQ:OPCH) Rating Lowered to Hold at Barrington Research

Option Care Health (NASDAQ:OPCH) was downgraded by research analysts at Barrington Research from an “outperform” rating to a “hold” rating in a research note issued on Wednesday, MarketBeat Ratings reports.

Several other research firms have also commented on OPCH. Weiss Ratings raised Option Care Health from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, September 11th. Wall Street Zen upgraded shares of Option Care Health from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Jefferies Financial Group downgraded shares of Option Care Health from a “buy” rating to a “hold” rating and increased their price target for the stock from $28.00 to $32.05 in a report on Tuesday. William Blair lowered shares of Option Care Health from an “outperform” rating to a “market perform” rating in a research report on Tuesday. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $24.00 price objective (down from $26.00) on shares of Option Care Health in a report on Thursday, July 30th. Three equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat.com, Option Care Health presently has a consensus rating of “Hold” and an average target price of $29.70.

Option Care Health Stock Up 0.1%

Shares of OPCH stock opened at $31.05 on Wednesday. Option Care Health has a fifty-two week low of $18.01 and a fifty-two week high of $36.80. The firm has a market capitalization of $4.65 billion, a PE ratio of 23.35, a P/E/G ratio of 1.88 and a beta of 0.58. The company has a debt-to-equity ratio of 0.91, a quick ratio of 0.98 and a current ratio of 1.47. The stock’s 50-day simple moving average is $24.09 and its 200-day simple moving average is $23.59.

Option Care Health (NASDAQ:OPCH) last released its earnings results on Wednesday, July 29th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.43 by $0.02. Option Care Health had a return on equity of 18.74% and a net margin of 3.68%.The firm had revenue of $1.44 billion during the quarter, compared to the consensus estimate of $1.42 billion. During the same quarter in the previous year, the company posted $0.41 earnings per share. The company’s revenue was up 1.9% compared to the same quarter last year. Option Care Health has set its FY 2026 guidance at 1.850-1.920 EPS. Equities analysts expect that Option Care Health will post 1.7 earnings per share for the current year.

Hedge Funds Weigh In On Option Care Health

A number of large investors have recently added to or reduced their stakes in OPCH. Sumitomo Mitsui Trust Group Inc. acquired a new position in shares of Option Care Health during the 1st quarter worth approximately $70,287,000. Van Berkom & Associates Inc. purchased a new position in Option Care Health during the first quarter worth approximately $42,739,000. Bank of New York Mellon Corp purchased a new position in Option Care Health during the second quarter worth approximately $19,600,000. Southpoint Capital Advisors LP boosted its stake in Option Care Health by 20.0% during the first quarter. Southpoint Capital Advisors LP now owns 3,600,000 shares of the company’s stock worth $96,912,000 after buying an additional 600,000 shares during the last quarter. Finally, Squarepoint Ops LLC boosted its stake in Option Care Health by 234.1% during the second quarter. Squarepoint Ops LLC now owns 434,408 shares of the company’s stock worth $9,110,000 after buying an additional 304,376 shares during the last quarter. 98.05% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Option Care Health

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

• Positive Sentiment: Option Care Health agreed to be acquired by CD&R and McKesson in a transaction reportedly valuing the company at approximately $5.8 billion. The cash offer provides a clear valuation reference and potential support for OPCH shares through deal completion. Option Care Health agrees to $32.05 buyout by CD&R and McKesson
• Neutral Sentiment: JPMorgan reaffirmed a neutral rating while setting a $33 price target, modestly above the $32.05 transaction price. That target suggests limited incremental value beyond the announced offer unless deal expectations change. JPMorgan reaffirms neutral rating and $33 price target
• Neutral Sentiment: Recent analyst price-target activity reflects a shift from evaluating OPCH as a standalone company to assessing the probability and terms of the proposed buyout. Option Care Health analyst price targets
• Negative Sentiment: Barrington Research downgraded Option Care Health to market perform from outperform, following other recent rating cuts from Truist Financial and Citizens JMP to hold. The downgrades indicate reduced conviction in additional upside after the sharp deal-related move. Barrington Research downgrades Option Care Health
• Negative Sentiment: Several law firms, including Kahn Swick & Foti, Halper Sadeh and Ademi, are investigating whether the $32.05 offer fairly values the company and whether directors or insiders received benefits unavailable to public shareholders. These reviews introduce execution, litigation and deal-certainty risks. Kahn Swick & Foti Option Care Health investor alert

Option Care Health Company Profile

Option Care Health, Inc (NASDAQ: OPCH) is a provider of home and alternate-site infusion services in the United States. The company works with patients, physicians, hospitals, health plans and pharmaceutical manufacturers to deliver and manage infusion therapy outside traditional hospital settings, including in patients’ homes, ambulatory infusion suites and other community-based locations.

Its services include the provision and administration of specialty medications and other infusion therapies for conditions such as infections, immune disorders, chronic diseases and nutritional deficiencies.