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Posted by Defense World Staff on Aug 5th, 2026Amundi reduced its holdings in Option Care Health, Inc. (NASDAQ:OPCH – Free Report) by 5.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 709,607 shares of the company’s stock after selling 38,525 shares during the quarter. Amundi owned 0.45% of Option Care Health worth $19,103,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also modified their holdings of OPCH. Durable Capital Partners LP boosted its stake in Option Care Health by 134.2% in the 2nd quarter. Durable Capital Partners LP now owns 8,237,577 shares of the company’s stock worth $267,557,000 after purchasing an additional 4,720,988 shares during the period. Fuller & Thaler Asset Management Inc. grew its holdings in shares of Option Care Health by 12.1% during the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 6,958,800 shares of the company’s stock worth $221,707,000 after buying an additional 752,058 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in Option Care Health by 6.2% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 4,248,425 shares of the company’s stock valued at $135,355,000 after buying an additional 247,118 shares during the last quarter. Dimensional Fund Advisors LP raised its position in Option Care Health by 0.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 3,876,856 shares of the company’s stock valued at $104,368,000 after buying an additional 36,208 shares during the last quarter. Finally, Southpoint Capital Advisors LP lifted its stake in Option Care Health by 20.0% in the 1st quarter. Southpoint Capital Advisors LP now owns 3,600,000 shares of the company’s stock valued at $96,912,000 after acquiring an additional 600,000 shares in the last quarter. 98.05% of the stock is currently owned by institutional investors and hedge funds.
Insider Transactions at Option Care Health In other news, Director Timothy P. Sullivan bought 24,154 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The stock was acquired at an average cost of $20.69 per share, for a total transaction of $499,746.26. Following the purchase, the director owned 73,383 shares of the company’s stock, valued at approximately $1,518,294.27. This trade represents a 49.06% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Company insiders own 1.70% of the company’s stock.
Wall Street Analyst Weigh In A number of research firms have weighed in on OPCH. Stephens reaffirmed an “equal weight” rating and set a $24.00 price target (down from $30.00) on shares of Option Care Health in a research report on Friday, July 17th. Barrington Research cut their price objective on shares of Option Care Health from $42.00 to $32.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. UBS Group restated a “buy” rating on shares of Option Care Health in a report on Tuesday, June 16th. Wall Street Zen raised shares of Option Care Health from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, TD Cowen cut their price target on shares of Option Care Health from $37.00 to $23.00 and set a “hold” rating on the stock in a research report on Friday, May 1st. Seven investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $29.92.
Check Out Our Latest Research Report on OPCH
Option Care Health Price Performance NASDAQ:OPCH opened at $23.69 on Wednesday. The stock has a market capitalization of $3.55 billion, a PE ratio of 17.81, a P/E/G ratio of 1.41 and a beta of 0.65. Option Care Health, Inc. has a 1-year low of $18.01 and a 1-year high of $36.80. The firm has a fifty day simple moving average of $21.59 and a 200 day simple moving average of $26.60. The company has a current ratio of 1.47, a quick ratio of 0.98 and a debt-to-equity ratio of 0.91.
Option Care Health (NASDAQ:OPCH – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $0.45 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $1.44 billion for the quarter, compared to analyst estimates of $1.42 billion. During the same period in the prior year, the firm posted $0.41 earnings per share. The company’s quarterly revenue was up 1.9% compared to the same quarter last year. Option Care Health has set its FY 2026 guidance at 1.850-1.920 EPS. On average, research analysts expect that Option Care Health, Inc. will post 1.64 EPS for the current fiscal year.
Option Care Health Company Profile (Free Report)
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.
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