William Blair Expects Higher Earnings for Option Care Health

Option Care Health, Inc. (NASDAQ:OPCH) – Stock analysts at William Blair upped their FY2025 EPS estimates for shares of Option Care Health in a research note issued on Wednesday, April 30th. William Blair analyst M. Larew now expects that the company will earn $1.52 per share for the year, up from their previous forecast of $1.49. The consensus estimate for Option Care Health’s current full-year earnings is $1.22 per share. William Blair also issued estimates for Option Care Health’s Q4 2025 earnings at $0.43 EPS, Q1 2026 earnings at $0.44 EPS, Q2 2026 earnings at $0.41 EPS, Q3 2026 earnings at $0.48 EPS and FY2026 earnings at $1.85 EPS.

A number of other research analysts also recently issued reports on OPCH. Bank of America upgraded shares of Option Care Health from a “neutral” rating to a “buy” rating and upped their target price for the company from $26.00 to $33.00 in a research report on Monday, January 13th. JMP Securities restated a “market outperform” rating and issued a $36.00 price target on shares of Option Care Health in a research report on Tuesday, April 22nd. Jefferies Financial Group raised Option Care Health from a “hold” rating to a “buy” rating and increased their target price for the company from $26.00 to $35.00 in a research note on Thursday, January 23rd. UBS Group upgraded shares of Option Care Health from a “neutral” rating to a “buy” rating and increased their target price for the stock from $38.00 to $40.00 in a report on Wednesday. Finally, Barrington Research reissued an “outperform” rating and issued a $38.00 price target on shares of Option Care Health in a report on Wednesday. One research analyst has rated the stock with a hold rating and seven have assigned a buy rating to the stock. According to MarketBeat, Option Care Health currently has an average rating of “Moderate Buy” and a consensus price target of $35.50.

Option Care Health Trading Up 2.4 %

Shares of OPCH opened at $32.95 on Friday. The stock’s fifty day simple moving average is $33.35 and its 200-day simple moving average is $28.85. The firm has a market capitalization of $5.41 billion, a PE ratio of 27.69, a price-to-earnings-growth ratio of 2.30 and a beta of 1.07. Option Care Health has a 12-month low of $21.39 and a 12-month high of $35.53. The company has a quick ratio of 1.32, a current ratio of 1.73 and a debt-to-equity ratio of 0.77.

Option Care Health (NASDAQ:OPCH) last released its quarterly earnings results on Tuesday, April 29th. The company reported $0.40 EPS for the quarter, beating the consensus estimate of $0.36 by $0.04. Option Care Health had a net margin of 4.37% and a return on equity of 15.30%. The business had revenue of $1.33 billion for the quarter, compared to analysts’ expectations of $1.26 billion. During the same period in the prior year, the firm earned $0.26 earnings per share. Option Care Health’s revenue was up 16.3% compared to the same quarter last year.

Insider Activity

In other Option Care Health news, insider Michael Bavaro sold 30,996 shares of the business’s stock in a transaction that occurred on Friday, February 28th. The stock was sold at an average price of $33.26, for a total value of $1,030,926.96. Following the sale, the insider now owns 44,974 shares in the company, valued at approximately $1,495,835.24. The trade was a 40.80 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.64% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the business. Isthmus Partners LLC acquired a new position in shares of Option Care Health during the 1st quarter worth about $1,622,000. CWM LLC boosted its position in Option Care Health by 245.1% during the first quarter. CWM LLC now owns 3,375 shares of the company’s stock valued at $118,000 after purchasing an additional 2,397 shares during the last quarter. Louisiana State Employees Retirement System grew its stake in Option Care Health by 1.1% in the first quarter. Louisiana State Employees Retirement System now owns 47,700 shares of the company’s stock valued at $1,667,000 after purchasing an additional 500 shares in the last quarter. Xponance Inc. increased its position in shares of Option Care Health by 4.4% during the 1st quarter. Xponance Inc. now owns 26,165 shares of the company’s stock worth $914,000 after purchasing an additional 1,109 shares during the last quarter. Finally, State of Michigan Retirement System raised its stake in shares of Option Care Health by 1.2% during the 1st quarter. State of Michigan Retirement System now owns 40,759 shares of the company’s stock worth $1,425,000 after purchasing an additional 500 shares in the last quarter. Institutional investors and hedge funds own 98.05% of the company’s stock.

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.