Q3 EPS Estimate for Option Care Health Decreased by Analyst

Option Care Health, Inc. (NASDAQ:OPCH) – Equities researchers at Barrington Research decreased their Q3 2025 earnings per share (EPS) estimates for Option Care Health in a research note issued to investors on Wednesday, April 30th. Barrington Research analyst M. Petusky now anticipates that the company will post earnings of $0.37 per share for the quarter, down from their previous forecast of $0.39. Barrington Research has a “Outperform” rating and a $38.00 price objective on the stock. The consensus estimate for Option Care Health’s current full-year earnings is $1.22 per share. Barrington Research also issued estimates for Option Care Health’s Q4 2025 earnings at $0.40 EPS.

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

A number of other research firms have also recently commented on OPCH. Bank of America raised 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 note on Monday, January 13th. Jefferies Financial Group upgraded Option Care Health from a “hold” rating to a “buy” rating and increased their target price for the stock from $26.00 to $35.00 in a research note on Thursday, January 23rd. UBS Group raised shares of Option Care Health from a “neutral” rating to a “buy” rating and boosted their target price for the company from $38.00 to $40.00 in a research note on Wednesday, April 30th. JMP Securities reaffirmed a “market outperform” rating and issued a $36.00 price target on shares of Option Care Health in a research note on Tuesday, April 22nd. Finally, JPMorgan Chase & Co. upped their target price on shares of Option Care Health from $40.00 to $41.00 and gave the stock an “overweight” rating in a research note on Thursday, March 6th. One research analyst has rated the stock with a hold rating and seven have issued a buy rating to the company’s stock. According to data from MarketBeat, Option Care Health currently has a consensus rating of “Moderate Buy” and a consensus price target of $35.50.

Option Care Health Stock Performance

Option Care Health stock opened at $32.95 on Monday. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.73 and a quick ratio of 1.32. The firm has a market capitalization of $5.40 billion, a P/E ratio of 27.69, a price-to-earnings-growth ratio of 2.30 and a beta of 0.76. Option Care Health has a 1-year low of $21.39 and a 1-year high of $35.53. The company’s 50-day moving average is $33.35 and its 200 day moving average is $28.82.

Insider Buying and Selling at Option Care Health

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

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. grew its stake in Option Care Health by 0.4% in the fourth quarter. Vanguard Group Inc. now owns 19,315,421 shares of the company’s stock valued at $448,118,000 after purchasing an additional 75,313 shares during the last quarter. Wellington Management Group LLP boosted its holdings in shares of Option Care Health by 84.6% in the 4th quarter. Wellington Management Group LLP now owns 18,325,123 shares of the company’s stock valued at $425,143,000 after buying an additional 8,400,208 shares in the last quarter. Dimensional Fund Advisors LP grew its position in shares of Option Care Health by 17.4% in the 4th quarter. Dimensional Fund Advisors LP now owns 3,988,051 shares of the company’s stock worth $92,518,000 after buying an additional 591,042 shares during the last quarter. Northern Trust Corp raised its stake in shares of Option Care Health by 11.8% during the 4th quarter. Northern Trust Corp now owns 2,626,478 shares of the company’s stock worth $60,934,000 after acquiring an additional 278,158 shares in the last quarter. Finally, Norges Bank purchased a new stake in Option Care Health during the fourth quarter valued at approximately $60,219,000. 98.05% of the stock is currently owned by hedge funds and other institutional investors.

Option Care Health Company Profile

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.