46,518 Option Care Health, Inc. $OPCH Shares Purchased by Isthmus Partners LLC

Isthmus Partners LLC boosted its position in Option Care Health, Inc. (NASDAQ:OPCH) by 37.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 169,172 shares of the company’s stock after buying an additional 46,518 shares during the period. Isthmus Partners LLC’s holdings in Option Care Health were worth $3,805,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in OPCH. Reyes Financial Architecture Inc. purchased a new stake in Option Care Health in the 3rd quarter valued at approximately $28,000. Harbor Investment Advisory LLC acquired a new stake in shares of Option Care Health in the 2nd quarter valued at approximately $48,000. Nykredit A S acquired a new stake in shares of Option Care Health in the 2nd quarter valued at approximately $56,000. Nisa Investment Advisors LLC raised its position in Option Care Health by 268.9% in the third quarter. Nisa Investment Advisors LLC now owns 2,955 shares of the company’s stock worth $66,000 after acquiring an additional 2,154 shares in the last quarter. Finally, Public Employees Retirement System of Ohio purchased a new position in Option Care Health in the second quarter worth $66,000. Institutional investors and hedge funds own 98.05% of the company’s stock.

Analyst Upgrades and Downgrades

OPCH has been the subject of a number of recent analyst reports. Jefferies Financial Group downgraded Option Care Health from a “buy” rating to a “hold” rating and raised their target price for the company from $28.00 to $32.05 in a report on Tuesday, October 6th. William Blair downgraded shares of Option Care Health from an “outperform” rating to a “market perform” rating in a report on Tuesday, October 6th. Stephens reiterated an “equal weight” rating and issued a $24.00 price objective (down from $30.00) on shares of Option Care Health in a research note on Friday, July 17th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $24.00 price objective (down from $26.00) on shares of Option Care Health in a report on Thursday, July 30th. Finally, Wall Street Zen raised shares of Option Care Health from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Two analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $29.48.

Option Care Health Price Performance

Shares of NASDAQ OPCH opened at $31.29 on Friday. The stock has a market cap of $4.69 billion, a price-to-earnings ratio of 19.80, a PEG ratio of 1.90 and a beta of 0.58. Option Care Health, Inc. has a 52 week low of $18.01 and a 52 week high of $36.80. The company’s 50-day moving average price is $25.57 and its 200 day moving average price is $23.84. The company has a current ratio of 1.47, a quick ratio of 0.98 and a debt-to-equity ratio of 0.91.

Option Care Health (NASDAQ:OPCH) last announced its earnings results on Wednesday, July 29th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.43 by $0.02. Option Care Health had a net margin of 3.68% and a return on equity of 18.74%. The company had revenue of $1.44 billion during the quarter, compared to analysts’ expectations of $1.42 billion. During the same quarter in the previous year, the business posted $0.41 earnings per share. The firm’s quarterly revenue was up 1.9% compared to the same quarter last year. Option Care Health has set its FY 2026 guidance at 1.850-1.920 EPS. As a group, research analysts forecast that Option Care Health, Inc. will post 1.70 earnings per share for the current fiscal year.

Option Care Health Company Profile

Option Care Health, Inc is an independent provider of home and alternate-site infusion services in the United States. The company coordinates and delivers infusion therapy outside traditional hospital settings, including patients’ homes, ambulatory infusion suites and other outpatient locations.

Its services include administration of anti-infective therapies, immune globulin, nutrition support, inotropic therapies and medications used in the treatment of chronic and complex conditions.