Option Care Health (NASDAQ:OPCH) Price Target Raised to $38.00 at Morgan Stanley

Option Care Health (NASDAQ:OPCH) had its price objective hoisted by Morgan Stanley from $35.00 to $38.00 in a report released on Tuesday morning,Benzinga reports. The brokerage currently has an overweight rating on the stock.

Several other analysts have also recently issued reports on the company. JMP Securities set a $36.00 price objective on Option Care Health in a report on Friday, October 31st. Stephens upgraded shares of Option Care Health to a “strong-buy” rating in a research report on Thursday, December 11th. Citizens Jmp reaffirmed a “market outperform” rating and set a $38.00 price target (up previously from $36.00) on shares of Option Care Health in a research note on Tuesday. Jefferies Financial Group reissued a “buy” rating and issued a $37.00 price objective on shares of Option Care Health in a research note on Tuesday. Finally, Barrington Research restated an “outperform” rating and issued a $38.00 target price on shares of Option Care Health in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Option Care Health currently has an average rating of “Moderate Buy” and an average target price of $37.17.

Option Care Health Trading Up 8.4%

Shares of OPCH stock opened at $34.75 on Tuesday. The company has a current ratio of 1.56, a quick ratio of 1.05 and a debt-to-equity ratio of 0.85. The stock has a market capitalization of $5.52 billion, a price-to-earnings ratio of 27.58, a price-to-earnings-growth ratio of 2.00 and a beta of 0.80. Option Care Health has a 12-month low of $24.24 and a 12-month high of $35.53. The stock’s 50-day moving average price is $30.98 and its 200-day moving average price is $29.42.

Insiders Place Their Bets

In other news, Director Harry M. Jansen Kraemer, Jr. bought 38,000 shares of Option Care Health stock in a transaction dated Monday, November 3rd. The shares were acquired at an average price of $25.98 per share, with a total value of $987,240.00. Following the completion of the purchase, the director owned 413,390 shares in the company, valued at $10,739,872.20. The trade was a 10.12% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.64% of the stock is owned by company insiders.

Hedge Funds Weigh In On Option Care Health

A number of large investors have recently made changes to their positions in the company. Teton Advisors Inc. raised its position in Option Care Health by 2.2% in the 2nd quarter. Teton Advisors Inc. now owns 17,368 shares of the company’s stock worth $564,000 after purchasing an additional 368 shares during the period. Assetmark Inc. boosted its position in shares of Option Care Health by 1.6% during the second quarter. Assetmark Inc. now owns 26,690 shares of the company’s stock valued at $867,000 after buying an additional 416 shares during the period. State of Wyoming grew its stake in shares of Option Care Health by 1.8% during the second quarter. State of Wyoming now owns 25,135 shares of the company’s stock valued at $816,000 after buying an additional 436 shares during the last quarter. Sheets Smith Wealth Management raised its holdings in shares of Option Care Health by 1.9% in the second quarter. Sheets Smith Wealth Management now owns 24,938 shares of the company’s stock worth $810,000 after buying an additional 457 shares during the period. Finally, Arizona State Retirement System lifted its stake in shares of Option Care Health by 1.1% during the 3rd quarter. Arizona State Retirement System now owns 48,472 shares of the company’s stock worth $1,346,000 after acquiring an additional 540 shares during the last quarter. 98.05% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Option Care Health

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

• Positive Sentiment: Company-guided EPS above consensus for FY‑2025 and Q4 2025 (FY‑2025 EPS 1.720–1.760 vs. consensus 1.640; Q4 EPS 0.460–0.490 vs. consensus 0.440), which supports higher valuation expectations. Preliminary Results & Guidance
• Positive Sentiment: Morgan Stanley raised its price target to $38 and moved to an “overweight” rating, signaling buy-side momentum and implying further upside from current levels. Benzinga: Morgan Stanley Raise
• Positive Sentiment: Citizens JMP reaffirmed a “market outperform” rating and raised its target to $38 (from $36), echoing the bullish analyst view and providing independent validation of upside. TickerReport: Citizens JMP
• Neutral Sentiment: Management presented at the J.P. Morgan Healthcare Conference; the transcript is now available for investors seeking detail on strategy, margin drivers, and capital allocation. Insights could influence longer-term sentiment but are informational in the near term. JPM Conference Transcript
• Neutral Sentiment: Reported short‑interest figures appear inconsistent (zeros/NaN), so there’s no clear short‑squeeze signal from the published data — treat that data point cautiously.
• Negative Sentiment: FY‑2026 revenue guidance of $5.8–6.0B is below the consensus cited (~$6.1B), which could cap upside if investors focus on top‑line growth vs. EPS beats. Preliminary Results & Guidance

About Option Care Health

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.