Option Care Health (NASDAQ:OPCH) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Option Care Health (NASDAQ:OPCH) had its price target boosted by analysts at Morgan Stanley from $35.00 to $38.00 in a report released on Tuesday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Morgan Stanley’s price objective suggests a potential upside of 7.01% from the stock’s previous close.

A number of other research firms also recently issued reports on OPCH. Barrington Research reissued an “outperform” rating and issued a $38.00 price target on shares of Option Care Health in a research note on Friday, October 31st. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Option Care Health from $31.00 to $36.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. Cowen assumed coverage on Option Care Health in a research note on Thursday, October 2nd. They set a “hold” rating on the stock. JMP Securities set a $36.00 price target on Option Care Health in a research report on Friday, October 31st. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Option Care Health in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $37.17.

Option Care Health Stock Up 2.2%

Shares of OPCH opened at $35.51 on Tuesday. The company’s 50-day moving average price is $31.15 and its 200 day moving average price is $29.46. Option Care Health has a 12-month low of $24.24 and a 12-month high of $35.54. The company has a current ratio of 1.56, a quick ratio of 1.05 and a debt-to-equity ratio of 0.85. The firm has a market cap of $5.64 billion, a P/E ratio of 28.18, a price-to-earnings-growth ratio of 2.17 and a beta of 0.80.

Insider Activity at Option Care Health

In related news, Director Harry M. Jansen Kraemer, Jr. acquired 38,000 shares of the business’s stock in a transaction dated Monday, November 3rd. The shares were acquired at an average price of $25.98 per share, with a total value of $987,240.00. Following the completion of the transaction, the director owned 413,390 shares of the company’s stock, valued at $10,739,872.20. The trade was a 10.12% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.64% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Durable Capital Partners LP increased its holdings in Option Care Health by 134.2% during the 2nd quarter. Durable Capital Partners LP now owns 8,237,577 shares of the company’s stock worth $267,557,000 after purchasing an additional 4,720,988 shares during the period. Arrowstreet Capital Limited Partnership grew its position in shares of Option Care Health by 17.3% during the third quarter. Arrowstreet Capital Limited Partnership now owns 4,001,307 shares of the company’s stock worth $111,076,000 after buying an additional 590,913 shares in the last quarter. Dimensional Fund Advisors LP grew its position in shares of Option Care Health by 6.6% during the third quarter. Dimensional Fund Advisors LP now owns 3,796,396 shares of the company’s stock worth $105,384,000 after buying an additional 235,413 shares in the last quarter. Norges Bank purchased a new stake in shares of Option Care Health during the second quarter worth approximately $69,932,000. Finally, Jennison Associates LLC raised its holdings in Option Care Health by 145.6% in the second quarter. Jennison Associates LLC now owns 2,138,248 shares of the company’s stock valued at $69,450,000 after acquiring an additional 1,267,660 shares in the last quarter. 98.05% of the stock is owned by institutional investors and hedge funds.

More Option Care Health News

Here are the key news stories impacting Option Care Health this week:

• Positive Sentiment: Company raised FY2025 and Q4 guidance with FY25 EPS guidance above consensus (1.72–1.76 vs. 1.64 consensus) and Q4 EPS above consensus, supporting better-than-expected profitability outlook.
• Positive Sentiment: Preliminary FY2025 net revenues reported higher, which investors interpreted as validation of the guidance and helped push the stock toward its 52‑week high. Option Care (OPCH) Runs to Near Record on Preliminary FY25 Results
• Positive Sentiment: Analysts raised targets and/or reaffirmed positive ratings (Morgan Stanley raised target to $38 and Citizens/JMP raised target to $38 / reaffirmed market outperform), adding third‑party validation to the company’s outlook. Benzinga coverage of analyst actions TickerReport: Analyst Note
• Neutral Sentiment: Management presented at the J.P. Morgan Healthcare Conference (transcript and slides available) — useful for investor Q&A and strategic detail but not an immediate catalyst beyond reaffirming guidance. J.P. Morgan presentation transcript J.P. Morgan presentation slides
• Neutral Sentiment: A Zacks note highlighted strong intraday price/volume movement but cautioned that recent earnings estimate revision trends may not guarantee continued upside; watch upcoming analyst revisions and next-quarter updates. Zacks: OPCH Moves Higher
• Negative Sentiment: FY2026 revenue guidance ($5.8–6.0B) came in slightly below consensus (~$6.1B), which could limit upside for longer-term top-line expectations despite FY26 EPS guidance that modestly exceeds estimates — a potential headwind if revenue growth disappoints.

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.