Option Care Health, Inc. (NASDAQ:OPCH) Stock Has Consensus Price Target of $29.92

Option Care Health, Inc. (NASDAQ:OPCH) has received a consensus rating of “Hold” from the sixteen ratings firms that are presently covering the company, MarketBeat reports. Fourteen equities research analysts have rated the stock with a hold recommendation and two have assigned a buy recommendation to the company. The average 1 year price objective among analysts that have issued ratings on the stock in the last year is $29.17.

OPCH has been the topic of several research reports. Zacks Research raised Option Care Health from a “strong sell” rating to a “hold” rating in a research report on Monday, July 6th. UBS Group lowered Option Care Health from a “buy” rating to a “neutral” rating and lowered their target price for the company from $39.00 to $32.05 in a research note on Friday. Weiss Ratings upgraded Option Care Health from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, September 11th. JPMorgan Chase & Co. reissued a “neutral” rating and set a $33.00 price target on shares of Option Care Health in a research report on Wednesday. Finally, Citizens Jmp cut Option Care Health from a “market outperform” rating to a “hold” rating in a report on Wednesday.

Option Care Health Price Performance

Option Care Health stock opened at $31.07 on Monday. The firm has a fifty day moving average of $24.25 and a 200-day moving average of $23.64. Option Care Health has a 52-week low of $18.01 and a 52-week high of $36.80. The company has a quick ratio of 0.98, a current ratio of 1.47 and a debt-to-equity ratio of 0.91. The firm has a market capitalization of $4.65 billion, a P/E ratio of 23.36, a PEG ratio of 1.89 and a beta of 0.58.

Option Care Health (NASDAQ:OPCH) last posted its earnings results on Wednesday, July 29th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.43 by $0.02. Option Care Health had a net margin of 3.68% and a return on equity of 18.74%. The business had revenue of $1.44 billion for the quarter, compared to analyst estimates of $1.42 billion. During the same quarter in the previous year, the business posted $0.41 EPS. The business’s quarterly revenue was up 1.9% on a year-over-year basis. Option Care Health has set its FY 2026 guidance at 1.850-1.920 EPS. As a group, analysts predict that Option Care Health will post 1.70 EPS for the current year.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in OPCH. Sumitomo Mitsui Trust Group Inc. acquired a new position in Option Care Health in the 1st quarter worth $70,287,000. Norges Bank acquired a new stake in shares of Option Care Health during the fourth quarter valued at about $61,787,000. Van Berkom & Associates Inc. purchased a new stake in shares of Option Care Health during the first quarter worth about $42,739,000. Bank of New York Mellon Corp purchased a new stake in shares of Option Care Health during the second quarter worth about $19,600,000. Finally, Southpoint Capital Advisors LP lifted its stake in shares of Option Care Health by 20.0% in the first quarter. Southpoint Capital Advisors LP now owns 3,600,000 shares of the company’s stock worth $96,912,000 after acquiring an additional 600,000 shares in the last quarter. 98.05% of the stock is owned by institutional investors and hedge funds.

Option Care Health News Summary

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

• Positive Sentiment: The proposed CD&R and McKesson buyout provides a clear cash value of $32.05 per share and represents a substantial premium to Option Care Health’s pre-deal trading levels. Option Care Health agrees to $32.05 buyout by CD&R and McKesson
• Positive Sentiment: One analysis argues that Option Care Health may still be undervalued despite the $5.8 billion transaction, supporting the view that the offer could be attractive relative to the company’s underlying business value. Option Care Health stock may be undervalued despite the $5.8 billion buyout
• Neutral Sentiment: JPMorgan reaffirmed a “Neutral” rating, indicating limited expected upside beyond the announced offer price and a focus on deal completion rather than ongoing operating growth. JPMorgan reaffirms neutral rating
• Neutral Sentiment: Analyst price-target coverage remains relevant mainly for gauging the spread to the $32.05 cash consideration, as the pending acquisition limits the importance of standalone valuation targets. Option Care Health analyst price targets
• Negative Sentiment: Several firms have reduced their ratings: Citizens JMP moved to “Hold,” Barrington Research downgraded the stock to “Market Perform,” and Truist cut its rating from “Strong Buy” to “Hold.” The downgrades signal reduced upside after the buyout announcement. Citizens JMP lowers rating to hold Barrington Research downgrade
• Negative Sentiment: Kahn Swick & Foti is investigating whether the $32.05 consideration and sale process were adequate. Such scrutiny could create legal or timing uncertainty, although the investigation does not itself indicate that the transaction will fail. Investor alert regarding the proposed sale

About Option Care Health

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.