OP
OPCH
Option Care Health, Inc.
$20.76
-0.10%
$3.3B
No data for this timeframe.
Vol
Market Cap$3.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$3.3B
Inst. Activity11 buys / 14 sells
Insider Activity4B / 2S
Insider Net $$706.6K
SEC Reports6
Press Releases1
Recent Activity
Jun 4, 2026
Press
Option Care Health appointed Robert Okunski as Vice President, Investor Relations, effective May 26, 2026. This is a rou
Impact 2/10
Jun 4, 2026
leadership
Option Care Health Appoints Robert Okunski as Vice President, Investor Relations
<p align="left">BANNOCKBURN, Ill., June 04, 2026 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (NAS
May 20, 2026
Insider
BRANDT ERIC was granted 8,997 shares
Director
May 20, 2026
Insider
Wright Norman L. was granted 8,997 shares
Director
May 20, 2026
Insider
Pate R Carter was granted 8,997 shares
Director
May 12, 2026
SEC
Option Care Health filed an 8-K announcing management's participation at the Bank of America Health Care Conference on M
8-K — Impact 2/10
May 7, 2026
SEC
Four insiders at Option Care Health, including the CEO and CFO, made open-market purchases totaling $1.88M over the week
CLUSTER — Impact 5/10
May 5, 2026
SEC
Three insiders at Option Care Health (CEO, CFO, Director) made open-market purchases totaling $1.38M on May 4, 2026, fol
CLUSTER — Impact 2/10
Price Targets
$28.58
+37.7% upside
Strong Buy
Current $20.76
Low $22.00
Median $29.00
High $39.00
12 analysts
$22.00
$39.00
Analyst Ratings
6Strong Buy
9Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 8, 2026 | Goldman Sachs | INITIATE | Neutral → Neutral |
| May 6, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| May 4, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 1, 2026 | Barrington Research | MAINTAIN | Outperform → Outperform |
| May 1, 2026 | UBS | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.47 ▼ -0.7% | $0.41 — $0.94 | 15% YoY | 11 |
| Next Q | $0.53 ▼ -0.7% | $0.46 — $1.00 | 18% YoY | 11 |
| Current FY | $1.93 | $1.78 — $2.90 | 12% YoY | 11 |
| Next FY | $2.05 | $1.98 — $2.12 | 6% YoY | 11 |
Latest Reports
NEUTRAL
Press
2/10
Option Care Health appointed Robert Okunski as Vice President, Investor Relations, effective May 26, 2026. This is a rou
Jun 4, 2026
NEUTRAL
8-K
2/10
Option Care Health filed an 8-K announcing management's participation at the Bank of America Health Care Conference on M
May 12, 2026
MIXED
CLUSTER
5/10
Four insiders at Option Care Health, including the CEO and CFO, made open-market purchases totaling $1.88M over the week
May 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| BlackRock, Inc. | $535.4M | — |
| WELLINGTON MANAGEMENT GROUP LLP | $320.3M | — |
| Durable Capital Partners LP | $242.0M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $217.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 20, 2026 | BRANDT ERIC | A | $0.00 |
| May 20, 2026 | Wright Norman | A | $0.00 |
| May 20, 2026 | Pate R | A | $0.00 |
| May 20, 2026 | Bodem Barbara | A | $0.00 |
| May 20, 2026 | SULLIVAN TIMOTHY | A | $0.00 |
50 institutional holders with $3.3B total value (123,442,987 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, WELLINGTON. Net selling activity: 14 institutions trimmed/exited vs 11 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | BlackRock, Inc. | 19,887,832 | $535.4M | 16.1% | — |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 11,897,467 | $320.3M | 9.6% | — |
| 4 | Durable Capital Partners LP | 8,991,254 | $242.0M | 7.3% | — |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8,062,555 | $217.0M | 6.5% | — |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | 7,125,280 | $191.8M | 5.8% | — |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 7,016,323 | $188.9M | 5.7% | — |
| 8 | FMR LLC | 6,426,119 | $173.0M | 5.2% | TRIM -31.2% |
| 9 | STATE STREET CORP | 5,874,880 | $158.2M | 4.7% | — |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4,236,237 | $114.0M | 3.4% | — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 3,876,856 | $104.4M | 3.1% | — |
| 12 | CITADEL ADVISORS LLC | 3,537,458 | $95.2M | 2.9% | — |
| 13 | MORGAN STANLEY | 2,814,252 | $75.8M | 2.3% | — |
| 14 | Sumitomo Mitsui Trust Group, Inc. | 2,610,947 | $70.3M | 2.1% | NEW |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,488,533 | $67.0M | 2.0% | — |
| 16 | BANK OF AMERICA CORP /DE/ | 1,945,015 | $52.4M | 1.6% | — |
| 17 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,804,871 | $48.6M | 1.5% | — |
| 18 | Alyeska Investment Group, L.P. | 1,781,365 | $48.0M | 1.4% | ADD +47.2% |
| 19 | Swedbank AB | 1,726,000 | $46.5M | 1.4% | — |
| 20 | ALLIANCEBERNSTEIN L.P. | 1,431,823 | $45.6M | 1.4% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 9,333,921 | 6,426,119 | -31.2% | $173.0M | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | NEW | — | 2,610,947 | — | $70.3M | 2026-Q1 |
| Alyeska Investment Group, L.P. | ADD | 1,210,248 | 1,781,365 | +47.2% | $48.0M | 2026-Q1 |
| Freestone Grove Partners LP | ADD | 915,898 | 1,239,573 | +35.3% | $33.4M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 1,284,239 | 916,719 | -28.6% | $24.7M | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 1,310,062 | 801,442 | -38.8% | $21.6M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 273,400 | 562,704 | +105.8% | $15.1M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 266,003 | 519,940 | +95.5% | $14.0M | 2026-Q1 |
| GABELLI FUNDS LLC | TRIM | 503,310 | 318,100 | -36.8% | $8.6M | 2026-Q1 |
| Allianz Asset Management GmbH | TRIM | 722,691 | 203,552 | -71.8% | $5.5M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 2,328 | 92,082 | +3855.4% | $2.5M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 9,695 | 91,358 | +842.3% | $2.5M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 194,371 | 51,399 | -73.6% | $1.4M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | TRIM | 71,459 | 38,526 | -46.1% | $1.0M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 81,379 | 38,226 | -53.0% | $1.0M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | TRIM | 44,330 | 27,798 | -37.3% | $748.3K | 2026-Q1 |
| DANSKE BANK A/S | DOUBLED | 700 | 15,936 | +2176.6% | $429.0K | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | NEAR_EXIT | 366,744 | 12,022 | -96.7% | $323.6K | 2026-Q1 |
| EP Wealth Advisors, LLC | ADD | 7,067 | 10,065 | +42.4% | $270.9K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 4,069 | 9,138 | +124.6% | $246.0K | 2026-Q1 |
| Neuberger Berman Group LLC | NEAR_EXIT | 366,224 | 7,680 | -97.9% | $206.7K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 2,685 | 3,530 | +31.5% | $95.0K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | NEAR_EXIT | 17,682 | 718 | -95.9% | $19.3K | 2026-Q1 |
| NORGES BANK | EXIT | 1,939,322 | 0 | -100.0% | $0.00 | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD | EXIT | 708,742 | 0 | -100.0% | $0.00 | 2026-Q1 |
16 unique insiders with 39 transactions. Net insider value: $706.6K ($1.9M bought, $1.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 20, 2026 | BRANDT ERIC | Director | AWARD | 8,997 | — | — |
| May 20, 2026 | Wright Norman L. | Director | AWARD | 8,997 | — | — |
| May 20, 2026 | Pate R Carter | Director | AWARD | 8,997 | — | — |
| May 20, 2026 | Bodem Barbara W. | Director | AWARD | 8,997 | — | — |
| May 20, 2026 | SULLIVAN TIMOTHY P | Director | AWARD | 8,997 | — | — |
| May 20, 2026 | KRAEMER HARRY M JANSEN JR | Director | AWARD | 8,997 | — | — |
| May 20, 2026 | Deckmann Natasha | Director | AWARD | 8,997 | — | — |
| May 20, 2026 | Bierbower Elizabeth D | Director | AWARD | 8,997 | — | — |
| May 19, 2026 | Smyser Collin | GC & Corporate Secretary | EXERCISE | 812 | — | — |
| May 19, 2026 | Smyser Collin | GC & Corporate Secretary | TAX W/H | 360 | $20.86 | $7.5K |
| May 7, 2026 | SULLIVAN TIMOTHY P | Director | BUY | 24,154 | $20.69 | $499.7K |
| May 4, 2026 | RADEMACHER JOHN CHARLES | Chief Executive Officer | BUY | 12,500 | $21.18 | $264.7K |
| May 4, 2026 | Sethna Meenal | Chief Financial Officer | BUY | 16,225 | $20.16 | $327.1K |
| May 4, 2026 | KRAEMER HARRY M JANSEN JR | Director | BUY | 36,610 | $21.41 | $783.8K |
| Apr 22, 2026 | Adewunmi Femi | Chief Medical Officer | TAX W/H | 1,396 | $28.38 | $39.6K |
| Feb 27, 2026 | Pate R Carter | Director | SELL | 30,287 | $32.05 | $970.6K |
| Feb 27, 2026 | Bavaro Michael | Chief Human Resources Officer | SELL | 6,000 | $33.00 | $198.0K |
| Feb 24, 2026 | Bavaro Michael | Chief Human Resources Officer | TAX W/H | 1,354 | $33.82 | $45.8K |
| Feb 24, 2026 | Maggio Nicole | Chief Accounting Officer | TAX W/H | 975 | $33.82 | $33.0K |
| Feb 24, 2026 | Whitworth Luke | Chief Operating Officer | TAX W/H | 4,605 | $33.82 | $155.7K |
| Feb 24, 2026 | Grashoff Christopher L. | Chief Growth Officer | TAX W/H | 1,980 | $33.82 | $67.0K |
| Feb 24, 2026 | Smyser Collin | GC & Corporate Secretary | TAX W/H | 2,210 | $33.82 | $74.7K |
| Feb 24, 2026 | Adewunmi Femi | Chief Medical Officer | TAX W/H | 1,627 | $33.82 | $55.0K |
| Feb 24, 2026 | RADEMACHER JOHN CHARLES | Chief Executive Officer | TAX W/H | 11,050 | $33.82 | $373.7K |
| Feb 22, 2026 | Maggio Nicole | Chief Accounting Officer | TAX W/H | 372 | $35.69 | $13.3K |
| Feb 22, 2026 | Bavaro Michael | Chief Human Resources Officer | TAX W/H | 12,212 | $35.69 | $435.8K |
| Feb 22, 2026 | Whitworth Luke | Chief Operating Officer | TAX W/H | 24,029 | $35.69 | $857.6K |
| Feb 22, 2026 | Smyser Collin | GC & Corporate Secretary | TAX W/H | 15,433 | $35.69 | $550.8K |
| Feb 22, 2026 | Grashoff Christopher L. | Chief Growth Officer | TAX W/H | 538 | $35.69 | $19.2K |
| Feb 22, 2026 | RADEMACHER JOHN CHARLES | Chief Executive Officer | TAX W/H | 132,848 | $35.69 | $4.7M |
| Feb 21, 2026 | RADEMACHER JOHN CHARLES | Chief Executive Officer | EXERCISE | 11,087 | — | — |
| Feb 20, 2026 | Whitworth Luke | Chief Operating Officer | TAX W/H | 4,015 | $35.69 | $143.3K |
| Feb 20, 2026 | Maggio Nicole | Chief Accounting Officer | TAX W/H | 619 | $35.69 | $22.1K |
| Feb 20, 2026 | Grashoff Christopher L. | Chief Growth Officer | TAX W/H | 1,948 | $35.69 | $69.5K |
| Feb 20, 2026 | RADEMACHER JOHN CHARLES | Chief Executive Officer | TAX W/H | 10,638 | $35.69 | $379.7K |
| Feb 20, 2026 | Bavaro Michael | Chief Human Resources Officer | TAX W/H | 1,187 | $35.69 | $42.4K |
| Feb 20, 2026 | Smyser Collin | GC & Corporate Secretary | TAX W/H | 2,012 | $35.69 | $71.8K |
| Feb 18, 2026 | RADEMACHER JOHN CHARLES | Chief Executive Officer | AWARD | 78,876 | — | — |
| Feb 18, 2026 | Sethna Meenal | Chief Financial Officer | AWARD | 27,045 | — | — |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 5 neutral. Avg impact: 2.7/10.
NEUTRAL
8-K
2/10
Option Care Health filed an 8-K announcing management's participation at the Bank of America Health
May 12, 2026
MIXED
CLUSTER
5/10
Four insiders at Option Care Health, including the CEO and CFO, made open-market purchases totaling
May 7, 2026
NEUTRAL
CLUSTER
2/10
Three insiders at Option Care Health (CEO, CFO, Director) made open-market purchases totaling $1.38M
May 5, 2026
NEUTRAL
CLUSTER
2/10
CEO John Rademacher and CFO Meenal Sethna made open-market purchases totaling $592K on May 4, two tr
May 4, 2026
NEUTRAL
DEFA14A
2/10
Option Care Health, Inc. (OPCH) filed a definitive proxy statement (DEFA14A) for an upcoming shareho
Apr 8, 2026
NEUTRAL
PRESS-RELEASE
3/10
Option Care Health announced it will release Q1 2026 results on April 30, 2026, ahead of market open
Apr 8, 2026
Current analyst consensus: Strong Buy (83% buy). Based on 18 analysts: 6 strong buy, 9 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$28.58 mean target
+37.7% upside
Strong Buy (1.77)
$22.00 Low
$39.00 High
| Metric | Value |
|---|---|
| Current Price | $20.76 |
| Target Low | $22.00 |
| Target Mean | $28.58 |
| Target Median | $29.00 |
| Target High | $39.00 |
| # Analysts | 12 |
| Recommendation | Strong Buy (1.77) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.47 | $0.41 | $0.94 | 15.4% | -0.7% | 1↑ 9↓ | $1.4B | 0.2% | 11 |
| Next Q 2026-09-30 |
$0.53 | $0.46 | $1.00 | 17.5% | -0.7% | 1↑ 7↓ | $1.5B | 1.3% | 11 |
| Current FY 2026-12-31 |
$1.93 | $1.78 | $2.90 | 12.4% | -0.4% | 1↑ 8↓ | $5.7B | 1.1% | 11 |
| Next FY 2027-12-31 |
$2.05 | $1.98 | $2.12 | 6.1% | -0.1% | 1↑ 9↓ | $6.1B | 7.0% | 11 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.473 | |
| 7d ago | $0.477 | -0.003 |
| 30d ago | $0.477 | -0.003 |
| 60d ago | $0.457 | +0.017 |
| 90d ago | $0.459 | +0.014 |
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 8, 2026 | Goldman Sachs | INITIATE | Neutral | Neutral |
| May 6, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| May 4, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 1, 2026 | Barrington Research | MAINTAIN | Outperform | Outperform |
| May 1, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 1, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Jan 16, 2026 | Barrington Research | MAINTAIN | Outperform | Outperform |
| Jan 13, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 13, 2026 | Citizens | REITERATE | Market Outperform | Market Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 9 | 3 | 0 | 0 | 83% | |
| May 1, 2026 | 7 | 9 | 2 | 0 | 0 | 89% | |
| Apr 1, 2026 | 7 | 9 | 2 | 0 | 0 | 89% | |
| Mar 1, 2026 | 7 | 9 | 2 | 0 | 0 | 89% | |
| Feb 1, 2026 | 7 | 9 | 2 | 0 | 0 | 89% | |
| Jan 1, 2026 | 7 | 9 | 2 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
Recent Reddit Threads
Jun 4, 2026
leadership
Option Care Health Appoints Robert Okunski as Vice President, Investor Relations
<p align="left">BANNOCKBURN, Ill., June 04, 2026 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (NASDAQ: OPCH), the nation’s largest independent provi
Jun 2, 2026
short_volume
Short Volume: OPCH — 56.9% short (0.3M / 0.5M)
Short: 311,681 | Exempt: 717 | TRF Vol: 548,225 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
contract
Option Care Health Awarded TIME's World's Most Impactful Companies 2026 Ranking
<p align="left">BANNOCKBURN, Ill., June 01, 2026 (GLOBE NEWSWIRE) -- Option Care Health is proud to announce it has been ranked No. 15 on the <em>Wo
May 7, 2026
short_interest
FTD: OPCH — 155,319 shares ($3.2M) failed to deliver
Settlement: 20260507, Price: $20.45, FTD Value: $3,176,273.55, OPTION CARE HEALTH INC COM NEW
May 4, 2026
routine
Option Care Health to Participate in the Bank of America Health Care Conference
<p align="left">BANNOCKBURN, Ill., May 04, 2026 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (“Option Care Health”) (Nasdaq: OPCH), the nation’s lar
Apr 30, 2026
earnings
Option Care Health Announces Financial Results for the First Quarter Ended March 31, 2026
<p align="left">BANNOCKBURN, Ill., April 30, 2026 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (the “Company” or “Option Care Health”) (Nasdaq: OPCH
Apr 30, 2026
earnings_calendar
OPCH Q1 2026 Earnings Scheduled — 2026-04-30
Apr 27, 2026
short_volume
Short Volume: OPCH — 68.0% short (0.4M / 0.6M)
Short: 410,488 | Exempt: 0 | TRF Vol: 603,921 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: OPCH — 76.8% short (0.7M / 0.9M)
Short: 713,667 | Exempt: 0 | TRF Vol: 929,647 | Short Ratio: 76.8% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: OPCH — 76.5% short (0.7M / 0.9M)
Short: 659,128 | Exempt: 0 | TRF Vol: 861,958 | Short Ratio: 76.5% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: OPCH — 66.2% short (0.4M / 0.6M)
Short: 387,174 | Exempt: 0 | TRF Vol: 584,599 | Short Ratio: 66.2% | Off-exchange volume (dark pool + OTC)
Apr 10, 2026
short_volume
Short Volume: OPCH — 76.8% short (0.4M / 0.6M)
Short: 436,808 | Exempt: 0 | TRF Vol: 568,928 | Short Ratio: 76.8% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: OPCH — 76.7% short (0.5M / 0.7M)
Short: 534,055 | Exempt: 404 | TRF Vol: 696,427 | Short Ratio: 76.7% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
earnings
Option Care Health to Announce First Quarter 2026 Financial Results and Host Conference Call
<p align="left">BANNOCKBURN, Ill., April 08, 2026 (GLOBE NEWSWIRE) -- Option Care Health Inc. (“Option Care Health”) (NASDAQ: OPCH), the nation’s la
Apr 8, 2026
short_volume
Short Volume: OPCH — 62.3% short (0.6M / 0.9M)
Short: 585,515 | Exempt: 140 | TRF Vol: 940,019 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)