Option Care Health (NASDAQ:OPCH) Reaches New 12-Month High After Analyst Upgrade

Option Care Health, Inc. (NASDAQ:OPCH) hit a new 52-week high on Wednesday after Morgan Stanley raised their price target on the stock from $35.00 to $38.00. Morgan Stanley currently has an overweight rating on the stock. Option Care Health traded as high as $35.54 and last traded at $35.51, with a volume of 2546139 shares changing hands. The stock had previously closed at $34.75.

Several other brokerages also recently commented on OPCH. Weiss Ratings reissued a “hold (c)” rating on shares of Option Care Health in a research note on Monday, December 29th. TD Cowen dropped their price target on Option Care Health from $30.00 to $27.00 and set a “hold” rating for the company in a research note on Monday, November 3rd. Deutsche Bank Aktiengesellschaft boosted their price objective on Option Care Health from $31.00 to $36.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. Wall Street Zen raised Option Care Health from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Finally, Citigroup reissued an “outperform” rating on shares of Option Care Health in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $37.17.

Insider Activity

In related news, Director Harry M. Jansen Kraemer, Jr. acquired 38,000 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The shares were bought at an average cost of $25.98 per share, with a total value of $987,240.00. Following the completion of the purchase, the director directly owned 413,390 shares in the company, valued at $10,739,872.20. The trade was a 10.12% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this link. 0.64% of the stock is owned by company insiders.

Option Care Health News Summary

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

• Positive Sentiment: Company raised FY2025 and Q4 guidance with FY25 EPS guidance above consensus (1.72–1.76 vs. 1.64 consensus) and Q4 EPS above consensus, supporting better-than-expected profitability outlook.
• Positive Sentiment: Preliminary FY2025 net revenues reported higher, which investors interpreted as validation of the guidance and helped push the stock toward its 52‑week high. Option Care (OPCH) Runs to Near Record on Preliminary FY25 Results
• Positive Sentiment: Analysts raised targets and/or reaffirmed positive ratings (Morgan Stanley raised target to $38 and Citizens/JMP raised target to $38 / reaffirmed market outperform), adding third‑party validation to the company’s outlook. Benzinga coverage of analyst actions TickerReport: Analyst Note
• Neutral Sentiment: Management presented at the J.P. Morgan Healthcare Conference (transcript and slides available) — useful for investor Q&A and strategic detail but not an immediate catalyst beyond reaffirming guidance. J.P. Morgan presentation transcript J.P. Morgan presentation slides
• Neutral Sentiment: A Zacks note highlighted strong intraday price/volume movement but cautioned that recent earnings estimate revision trends may not guarantee continued upside; watch upcoming analyst revisions and next-quarter updates. Zacks: OPCH Moves Higher
• Negative Sentiment: FY2026 revenue guidance ($5.8–6.0B) came in slightly below consensus (~$6.1B), which could limit upside for longer-term top-line expectations despite FY26 EPS guidance that modestly exceeds estimates — a potential headwind if revenue growth disappoints.

Institutional Trading of Option Care Health

Institutional investors have recently bought and sold shares of the company. USA Financial Formulas bought a new stake in Option Care Health in the second quarter worth approximately $26,000. Cornerstone Planning Group LLC increased its stake in shares of Option Care Health by 7,621.4% in the 3rd quarter. Cornerstone Planning Group LLC now owns 1,081 shares of the company’s stock valued at $30,000 after acquiring an additional 1,067 shares in the last quarter. Advisory Services Network LLC acquired a new position in shares of Option Care Health during the 3rd quarter valued at $35,000. McIlrath & Eck LLC bought a new position in Option Care Health during the second quarter worth $37,000. Finally, Caitong International Asset Management Co. Ltd bought a new position in Option Care Health during the third quarter worth $38,000. Institutional investors own 98.05% of the company’s stock.

Option Care Health Price Performance

The business’s fifty day simple moving average is $31.15 and its 200 day simple moving average is $29.46. The firm has a market capitalization of $5.64 billion, a price-to-earnings ratio of 28.18, a PEG ratio of 2.17 and a beta of 0.80. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.56 and a quick ratio of 1.05.

Option Care Health Company Profile

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.