Option Care Health

OPCH

Market cap $4.62B

Overview Fund Activity

28.45 USD

+0.42

1.5%

At close Updated Sep 18, 12:53 PM EDT

1 day

1.5%

5 days

-2.8%

1 month

0.92%

3 months

-9.85%

6 months

-17.13%

Year to date

25.33%

1 year

-8.55%

5 years

141.72%

10 years

141.1%

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

Healthcare Medical Care Facilities

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more call options, than puts

Call options by funds: $21.1M | Put options by funds: $10.6M

2.06% more ownership

Funds ownership: 97.35% [Q1] → 99.41% (+2.06%) [Q2]

4% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 52

1% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 143

1% less funds holding

Funds holding: 379 [Q1] → 377 (-2) [Q2]

5% less capital invested

Capital invested by funds: $5.59B [Q1] → $5.28B (-$304M) [Q2]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]

See Fund Rankings

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$38

34% upside

Avg. target

$38

34% upside

High target

$38

34% upside

2 analyst ratings

2 positive

100%

0 neutral

0%

0 negative

0%

JMP Securities Constantine Davides	$38	Market Outperform Maintained	31 Jul 2025
Barrington Research Michael Petusky	$38	Outperform Maintained	10 Jul 2025

See Analyst Rankings

Financial journalist opinion

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:

Option Care Health To Participate in Upcoming Investor Conferences

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

Option Care Health Announces Chief Financial Officer Transition

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.

Quince Therapeutics Selects Option Care Health as Specialty Infusion Therapy Provider for Administration of Lead Asset eDSP

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.

Option Care Health: Continued Value Erosion At Current Rate Of Growth

The Motley Fool

Option Care (OPCH) Q2 Revenue Jumps 15%

Option Care (OPCH) Q2 Revenue Jumps 15%

Option Care (OPCH) Q2 Revenue Jumps 15%

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.

Option Care Health, Inc. (OPCH) Q2 2025 Earnings Call Transcript

Zacks Investment Research

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.

Option Care (OPCH) Surpasses Q2 Earnings and Revenue Estimates

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.

Option Care Health Announces Financial Results for the Second Quarter Ended June 30, 2025

The Motley Fool

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.

10 Under-the-Radar Healthcare Stocks With Incredible Growth Potential

Zacks Investment Research

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.

BTSG vs. OPCH: Which Home Infusion Stock is a Better Buy Now?

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