Option Care HealthOPCH
OPCH
About: Option Care Health Inc is the provider of home and alternate-site infusion services. It provides treatment for bleeding disorders, neurological disorders, heart failure, anti-infectives, and chronic inflammatory disorders among others.
Employees: 8,088
0
Funds holding %
of 7,431 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
127% more call options, than puts
Call options by funds: $18.9M | Put options by funds: $8.36M
1.08% more ownership
Funds ownership: 97.31% [Q1] → 98.4% (+1.08%) [Q2]
8% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 50
1% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 141
1% less funds holding
Funds holding: 377 [Q1] → 374 (-3) [Q2]
6% less capital invested
Capital invested by funds: $5.59B [Q1] → $5.23B (-$355M) [Q2]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$38
35%
upside
Avg. target
$38
35%
upside
High target
$38
35%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
JMP Securities Constantine Davides | 35%upside $38 | Market Outperform Maintained | 31 Jul 2025 |
Barrington Research Michael Petusky | 35%upside $38 | Outperform Maintained | 10 Jul 2025 |
Financial journalist opinion
Based on 8 articles about OPCH published over the past 30 days
Neutral
GlobeNewsWire
18 hours ago
Option Care Health To Participate in Upcoming Investor Conferences
BANNOCKBURN, Ill., Aug. 25, 2025 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (“Option Care Health”) (Nasdaq: OPCH), the nation's largest independent provider of home and alternate site infusion services, will participate in the following upcoming investor conferences:
Neutral
GlobeNewsWire
6 days ago
Option Care Health Announces Chief Financial Officer Transition
Mike Shapiro to Step Down After 10 Years With the Company; Meenal Sethna Named EVP and CFO Effective October 1, 2025 Mike Shapiro to Step Down After 10 Years With the Company; Meenal Sethna Named EVP and CFO Effective October 1, 2025
Neutral
Business Wire
2 weeks ago
Quince Therapeutics Selects Option Care Health as Specialty Infusion Therapy Provider for Administration of Lead Asset eDSP
SOUTH SAN FRANCISCO, Calif. & BANNOCKBURN, Ill.--(BUSINESS WIRE)---- $QNCX #biotech--Quince Therapeutics, Inc. (Nasdaq: QNCX), a late-stage biotechnology company dedicated to unlocking the power of a patient's own biology for the treatment of rare diseases, today announced that it has formed a strategic relationship with Option Care Health, Inc. (Nasdaq: OPCH), the nation's largest independent provider of home and ambulatory infusion services, to support the commercial development and efficient launch of Quince's.
Negative
Seeking Alpha
3 weeks ago
Option Care Health: Continued Value Erosion At Current Rate Of Growth
Option Care Health's revenue growth is strong, but margin compression and weak returns on capital undermine long-term investment appeal. High competition and commodity-like services force OPCH to operate with low margins and slow capital turnover, failing to meet my 12% return hurdle. Cash flow conversion has weakened, and aggressive share buybacks signal a lack of attractive reinvestment opportunities, risking value destruction.
Positive
The Motley Fool
3 weeks ago
Option Care (OPCH) Q2 Revenue Jumps 15%
Option Care (OPCH) Q2 Revenue Jumps 15%
Neutral
Seeking Alpha
3 weeks ago
Option Care Health, Inc. (OPCH) Q2 2025 Earnings Call Transcript
Option Care Health, Inc. (NASDAQ:OPCH ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants John C. Rademacher - CEO, President & Director Michael H.
Positive
Zacks Investment Research
3 weeks ago
Option Care (OPCH) Surpasses Q2 Earnings and Revenue Estimates
Option Care (OPCH) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.3 per share a year ago.
Neutral
GlobeNewsWire
3 weeks ago
Option Care Health Announces Financial Results for the Second Quarter Ended June 30, 2025
BANNOCKBURN, Ill., July 30, 2025 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (the “Company” or “Option Care Health”) (Nasdaq: OPCH), the nation's largest independent provider of home and alternate site infusion services, announced today financial results for the second quarter ended June 30, 2025.
Positive
The Motley Fool
1 month ago
10 Under-the-Radar Healthcare Stocks With Incredible Growth Potential
There's a strong case that healthcare is the most important sector in the stock market. These companies deliver innovative therapies and medical technologies that are often life-saving.
Positive
Zacks Investment Research
1 month ago
BTSG vs. OPCH: Which Home Infusion Stock is a Better Buy Now?
BTSG surges with 33% infusion growth and stronger EPS gains, making it a more compelling pick than OPCH right now.
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