Option Care Health Inc (OPCH)

In the past six months, Option Care Health's stock experienced several notable events, including the release of quarterly earnings data on July 30th, reporting $0.41 earnings per share, which beat analysts' consensus estimates by $0.01, and revenue for the quarter was $1.42 billion, surpassing analysts' expectations by 15.4% year-over-year. The company provided FY 2025 guidance, setting expected earnings per share at $1.650-$1.720. Shares of OPCH opened at $27.91 on Friday, October 24, 2025, and at $27.84 on Tuesday, October 28, 2025, with a 52-week low of $21.39 and a 52-week high of $35.53. Institutional investors increased holdings, while Leeward Investments LLC MA decreased its position by 3.7% in the second quarter. Insiders bought a total of 59,411 shares valued at $1,627,576 in the last three months.

Demand for Option Care Health's products and services appears to be predictably strong and growing, benefiting from payers cutting costs by shifting care out of hospitals and the rapid expansion of specialty pharmaceuticals. The company's annualized revenue growth of 14% over the last two years aligns with its five-year trend, and analysts expect revenue to grow 7.6% over the next 12 months. The company's revenue streams are described as predictable and recurring, stemming from long-term contracts with both private insurers and government payers.

Option Care Health, Inc. (OPCH) is the largest independent provider of home and alternate site infusion services in the United States, operating within the Healthcare Providers & Services sector. The company specializes in delivering personalized care for patients with complex and chronic medical conditions, offering a wide range of infusion therapies, including anti-infective therapies, home infusion services for heart failure, parenteral and enteral nutrition support, immunoglobulin infusion therapies, and treatments for chronic inflammatory disorders. Option Care Health connects hospitals, physicians, and licensed practitioners to patients, preparing medications at its pharmacies and administering them at home, in infusion suites, or clinics.

Option Care Health operates a national network across the United States with more than 100 locations, serving over 200,000 patients annually. Its network spans 43 states with over 185 locations, supported by more than 5,000 clinicians.

Option Care Health has maintained a strong brand reputation over the past year as a leader in home healthcare, capitalizing on the demand for home infusion services and specialty pharmaceuticals. Analysts are generally optimistic, with a consensus rating of "Moderate Buy" and an average rating score of 2.69. The company's ability to deliver strong financial results has contributed positively to its reputation, and no specific negative events significantly impacted Option Care Health's brand reputation in the past year were found.

Institutional investors hold a significant portion of Option Care Health's stock, with 98.05% held by institutions. Major institutional investors have recently bought and sold shares, with Convergence Investment Partners LLC making a new investment, GAMMA Investing LLC increasing its holdings, and Wealth Enhancement Advisory Services LLC increasing its holdings. Leeward Investments LLC MA decreased its position by 3.7% in the second quarter. Individual ownership by company insiders is relatively small, with only 0.64% of the stock currently owned by insiders; however, insider buying has been observed, with insiders purchasing $1,627,576 in company stock in the past three months.