Option Care Health (NASDAQ:OPCH) Price Target Raised to $38.00

13 Jan 2026, 12:04 by Scott Moore · The Cerbat Gem

Option Care Health (NASDAQ:OPCH – Get Free Report) had its price target hoisted by investment analysts at Morgan Stanley from $35.00 to $38.00 in a research report issued on Tuesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Morgan Stanley’s price objective suggests a potential upside of 8.08% from the company’s previous close.

OPCH has been the subject of a number of other research reports. Jefferies Financial Group reissued a “buy” rating and set a $37.00 target price on shares of Option Care Health in a research report on Tuesday. Citigroup reaffirmed an “outperform” rating on shares of Option Care Health in a research report on Tuesday. 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 research report on Tuesday, December 9th. Bank of America raised their price target on shares of Option Care Health from $32.00 to $35.00 and gave the stock a “buy” rating in a research note on Tuesday, December 9th. Finally, Citizens Jmp reaffirmed a “market outperform” rating and set a $38.00 price objective (up from $36.00) on shares of Option Care Health in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $37.17.

View Our Latest Stock Report on Option Care Health

Option Care Health Trading Up 9.7%

NASDAQ OPCH traded up $3.10 on Tuesday, hitting $35.16. 1,620,755 shares of the company were exchanged, compared to its average volume of 1,952,414. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.56 and a quick ratio of 1.05. Option Care Health has a twelve month low of $24.24 and a twelve month high of $35.53. The firm has a market capitalization of $5.58 billion, a P/E ratio of 27.88, a price-to-earnings-growth ratio of 1.98 and a beta of 0.80. The company’s 50 day moving average price is $30.83 and its 200-day moving average price is $29.40.

Insider Buying and Selling

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

Hedge Funds Weigh In On Option Care Health

Several large investors have recently modified their holdings of the stock. Royal Bank of Canada grew its position in Option Care Health by 20.7% in the first quarter. Royal Bank of Canada now owns 231,161 shares of the company’s stock valued at $8,078,000 after acquiring an additional 39,661 shares during the last quarter. AQR Capital Management LLC boosted its position in Option Care Health by 162.6% during the 1st quarter. AQR Capital Management LLC now owns 41,633 shares of the company’s stock worth $1,450,000 after buying an additional 25,777 shares during the period. Empowered Funds LLC acquired a new position in shares of Option Care Health during the first quarter worth $208,000. Strs Ohio bought a new position in shares of Option Care Health during the first quarter worth about $636,000. Finally, Livforsakringsbolaget Skandia Omsesidigt acquired a new stake in Option Care Health during the 2nd quarter worth about $516,000. 98.05% of the stock is owned by institutional investors.

Key Option Care Health News

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

Positive Sentiment: Company raised FY-2025 and Q4-2025 guidance above Street expectations: FY-2025 EPS guide 1.720–1.760 vs. consensus ~1.640; Q4 EPS 0.460–0.490 vs. consensus ~0.440. Revenue guidance for FY-2025 and Q4 were in line with expectations (~$5.6B–$5.7B FY, ~$1.5B Q4). Positive EPS beats likely support the rally. Option Care Health Announces Preliminary Fourth Quarter & Full Year 2025 Financial Results and Preliminary Financial Guidance for Full Year 2026
Neutral Sentiment: FY-2026 guidance mixed: EPS guide 1.820–1.920 slightly above consensus (~1.79), while revenue guidance of ~$5.8B–$6.0B is modestly below the ~$6.1B consensus — EPS strength is supportive, but lower revenue guidance could cap upside if growth concerns persist. Option Care Health Announces Preliminary Fourth Quarter & Full Year 2025 Financial Results and Preliminary Financial Guidance for Full Year 2026
Positive Sentiment: Analyst support: Citizens/JMP reaffirmed a “market outperform” rating and raised the price target to $38 (from $36), implying roughly mid‑single-digit to low‑double‑digit upside vs. the current market price — analyst backing can boost investor confidence and buying interest. Benzinga
Neutral Sentiment: Short interest data reported as a large increase but shows zero shares / NaN change — likely a data reporting glitch; not meaningful until accurate short-interest figures are published. Investors should wait for confirmed short-interest updates before drawing conclusions.

About Option Care Health

(Get Free Report)

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.