Option Care Health, Inc. $OPCH Shares Sold by Arvin Capital Management LP

Arvin Capital Management LP decreased its holdings in shares of Option Care Health, Inc. (NASDAQ:OPCH) by 42.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 488,572 shares of the company’s stock after selling 353,789 shares during the period. Option Care Health makes up approximately 2.9% of Arvin Capital Management LP’s holdings, making the stock its 14th largest position. Arvin Capital Management LP’s holdings in Option Care Health were worth $15,566,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. V Square Quantitative Management LLC acquired a new stake in shares of Option Care Health during the fourth quarter worth about $25,000. Advisory Services Network LLC acquired a new stake in shares of Option Care Health during the third quarter worth about $35,000. McIlrath & Eck LLC acquired a new stake in shares of Option Care Health during the second quarter worth about $37,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Option Care Health during the third quarter worth about $38,000. Finally, Hantz Financial Services Inc. boosted its stake in shares of Option Care Health by 987.7% during the third quarter. Hantz Financial Services Inc. now owns 1,414 shares of the company’s stock worth $39,000 after buying an additional 1,284 shares during the period. Institutional investors and hedge funds own 98.05% of the company’s stock.

Insider Buying and Selling at Option Care Health

In related news, Director Timothy P. Sullivan bought 24,154 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was bought at an average cost of $20.69 per share, with a total value of $499,746.26. Following the completion of the acquisition, the director owned 73,383 shares in the company, valued at approximately $1,518,294.27. This represents a 49.06% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Harry M. Jansen Kraemer, Jr. bought 36,610 shares of the company’s stock in a transaction on Monday, May 4th. The stock was bought at an average cost of $21.41 per share, with a total value of $783,820.10. Following the completion of the acquisition, the director owned 450,000 shares of the company’s stock, valued at $9,634,500. This represents a 8.86% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders purchased 73,264 shares of company stock valued at $1,548,316. Corporate insiders own 1.70% of the company’s stock.

Option Care Health Trading Down 0.1%

NASDAQ OPCH opened at $20.76 on Friday. The stock has a market capitalization of $3.26 billion, a P/E ratio of 16.09, a P/E/G ratio of 1.15 and a beta of 0.67. Option Care Health, Inc. has a 52-week low of $18.01 and a 52-week high of $36.80. The firm has a 50-day moving average price of $23.70 and a 200 day moving average price of $29.27. The company has a quick ratio of 1.07, a current ratio of 1.64 and a debt-to-equity ratio of 0.85.

Option Care Health (NASDAQ:OPCH) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.37 by $0.03. The firm had revenue of $1.35 billion during the quarter, compared to analysts’ expectations of $1.39 billion. Option Care Health had a net margin of 3.64% and a return on equity of 18.17%. The firm’s revenue for the quarter was up 1.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.40 earnings per share. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. Equities research analysts expect that Option Care Health, Inc. will post 1.64 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms recently issued reports on OPCH. Bank of America cut shares of Option Care Health from a “buy” rating to a “neutral” rating and set a $22.00 price target for the company. in a report on Friday, May 1st. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $26.00 price target on shares of Option Care Health in a report on Friday, May 1st. UBS Group cut their price target on shares of Option Care Health from $45.00 to $39.00 and set a “buy” rating for the company in a report on Friday, May 1st. Wall Street Zen cut shares of Option Care Health from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Finally, The Goldman Sachs Group began coverage on shares of Option Care Health in a report on Monday, June 8th. They set a “neutral” rating and a $22.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $30.54.

Option Care Health Company Profile

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.