Q3 Earnings Forecast for OPCH Issued By Barrington Research

Option Care Health, Inc. (NASDAQ:OPCH) – Equities researchers at Barrington Research dropped their Q3 2025 earnings per share estimates for Option Care Health in a research report issued to clients and investors on Wednesday, April 30th. Barrington Research analyst M. Petusky now forecasts that the company will earn $0.37 per share for the quarter, down from their prior estimate of $0.39. Barrington Research has a “Outperform” rating and a $38.00 price target on the stock. The consensus estimate for Option Care Health’s current full-year earnings is $1.22 per share. Barrington Research also issued estimates for Option Care Health’s Q4 2025 earnings at $0.40 EPS.

A number of other brokerages also recently commented on OPCH. Jefferies Financial Group raised shares of Option Care Health from a “hold” rating to a “buy” rating and increased their price target for the company from $26.00 to $35.00 in a report on Thursday, January 23rd. UBS Group raised Option Care Health from a “neutral” rating to a “buy” rating and raised their price objective for the company from $38.00 to $40.00 in a research note on Wednesday, April 30th. Bank of America raised Option Care Health from a “neutral” rating to a “buy” rating and boosted their target price for the company from $26.00 to $33.00 in a research report on Monday, January 13th. JPMorgan Chase & Co. increased their price target on Option Care Health from $40.00 to $41.00 and gave the company an “overweight” rating in a report on Thursday, March 6th. Finally, JMP Securities reiterated a “market outperform” rating and set a $36.00 price objective on shares of Option Care Health in a research report on Tuesday, April 22nd. One equities research analyst has rated the stock with a hold rating and seven have assigned a buy rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $35.50.

Option Care Health Price Performance

OPCH stock opened at $32.74 on Monday. Option Care Health has a 52 week low of $21.39 and a 52 week high of $35.53. The firm has a market capitalization of $5.36 billion, a P/E ratio of 27.51, a price-to-earnings-growth ratio of 2.30 and a beta of 0.76. The company has a fifty day simple moving average of $33.33 and a two-hundred day simple moving average of $28.85. The company has a quick ratio of 1.32, a current ratio of 1.73 and a debt-to-equity ratio of 0.77.

Option Care Health (NASDAQ:OPCH) last posted its earnings results on Tuesday, April 29th. The company reported $0.40 EPS for the quarter, beating analysts’ consensus estimates of $0.36 by $0.04. Option Care Health had a return on equity of 15.30% and a net margin of 4.37%. The firm had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.26 billion. During the same period in the prior year, the company earned $0.26 EPS. The company’s quarterly revenue was up 16.3% compared to the same quarter last year.

Insider Activity at Option Care Health

In other news, insider Michael Bavaro sold 30,996 shares of Option Care Health stock in a transaction on Friday, February 28th. The stock was sold at an average price of $33.26, for a total transaction of $1,030,926.96. Following the completion of the sale, the insider now directly owns 44,974 shares in the company, valued at approximately $1,495,835.24. This trade represents a 40.80 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.64% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in Option Care Health by 0.4% in the 4th quarter. Vanguard Group Inc. now owns 19,315,421 shares of the company’s stock worth $448,118,000 after acquiring an additional 75,313 shares in the last quarter. Wellington Management Group LLP raised its stake in shares of Option Care Health by 84.6% during the fourth quarter. Wellington Management Group LLP now owns 18,325,123 shares of the company’s stock valued at $425,143,000 after acquiring an additional 8,400,208 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Option Care Health by 17.4% in the fourth quarter. Dimensional Fund Advisors LP now owns 3,988,051 shares of the company’s stock valued at $92,518,000 after purchasing an additional 591,042 shares during the period. Northern Trust Corp grew its stake in Option Care Health by 11.8% in the fourth quarter. Northern Trust Corp now owns 2,626,478 shares of the company’s stock worth $60,934,000 after purchasing an additional 278,158 shares in the last quarter. Finally, Norges Bank purchased a new position in Option Care Health during the 4th quarter worth $60,219,000. Hedge funds and other institutional investors own 98.05% of the company’s stock.

About Option Care Health

Option Care Health, Inc offers home and alternate site infusion services in the United States. The company provides anti-infective therapies; home infusion services to treat heart failures; home parenteral nutrition and enteral nutrition support services for numerous acute and chronic conditions, such as stroke, cancer, and gastrointestinal diseases; immunoglobulin infusion therapies for the treatment of immune deficiencies; and treatments for chronic inflammatory disorders, including crohn’s disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, ulcerative colitis, and other chronic inflammatory disorders.