Option Care Health (OPCH)

BioScrip Infusion Services, Inc. • BioScrip Infusion Services, LLC • BioScrip PBM Services, LLC • BioScrip Pharmacy Services, Inc. • CHI Holding Corporation • Chronimed, LLC • CHS Holdings, LLC • Clinical Holdings, Inc. • Clinical Specialties Network Services of Illinois, Inc. • Clinical Specialties, Inc. ...

IRS number

50489664

OPCH stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$32.50

Low target

$26.00

High target

$40.00

Truist Securities

Maintains

Buy

$34.00

1 Nov 24

Latest filings (excl ownership)

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8-K

Results of Operations and Financial Condition

30 Oct 24

Results of Operations and Financial Condition

30 Oct 24

8-K

Departure of Directors or Certain Officers

6 Sep 24

S-8

Registration of securities for employees

31 Jul 24

Results of Operations and Financial Condition

31 Jul 24

8-K

Departure of Directors or Certain Officers

17 May 24

8-K

Entry into a Material Definitive Agreement

23 Apr 24

Transcripts

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OPCH

Earnings call transcript

2024 Q3

30 Oct 24

OPCH

Earnings call transcript

2024 Q2

31 Jul 24

OPCH

Earnings call transcript

2024 Q1

23 Apr 24

OPCH

Earnings call transcript

2023 Q4

22 Feb 24

OPCH

Earnings call transcript

2023 Q3

25 Oct 23

OPCH

Earnings call transcript

2023 Q2

27 Jul 23

OPCH

Earnings call transcript

2023 Q2

27 Jul 23

OPCH

Earnings call transcript

2022 Q4

23 Feb 23

OPCH

Earnings call transcript

2022 Q3

27 Oct 22

OPCH

Earnings call transcript

2022 Q2

27 Jul 22

Latest ownership filings

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HARRY M JANSEN KRAEMER JR

13 Nov 24

SC 13G

WELLINGTON MANAGEMENT GROUP LLP

8 Nov 24

JOHN CHARLES RADEMACHER

29 Oct 24

Luke Whitworth

23 Oct 24

Christopher L. Grashoff

Financial summary

Financial statements Chart OPCH financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2024

OPCH institutional ownership history Ownership history

99.3% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	332	341	-2.6%
Opened positions	48	64	-25.0%
Closed positions	57	53	+7.5%
Increased positions	118	129	-8.5%
Reduced positions	121	111	+9.0%

13F shares	Current	Prev Q	Change
Total value	4.90 tn	4.38 tn	+11.8%
Total shares	169.00 mm	172.47 mm	-2.0%
Total puts	115.30 k	196.20 k	-41.2%
Total calls	154.60 k	309.80 k	-50.1%
Total put/call ratio	0.7	0.6	+17.8%

Largest owners	Shares	Value	Change
BlackRock	20.86 mm	$653.07 bn	NEW
Vanguard	19.24 mm	$602.22 bn	-1.3%
Wellington Management	9.92 mm	$310.65 bn	+15.5%
FMR	7.52 mm	$235.26 bn	+134.0%
Westfield Capital Management	6.49 mm	$203.20 bn	+10.2%
STT State Street	6.26 mm	$195.85 bn	+1.4%
Thrivent Financial For Lutherans	5.86 mm	$183.54 mm	+7.4%
Geode Capital Management	4.19 mm	$131.30 bn	-0.9%
Ubs Global Asset Management Americas	4.05 mm	$126.63 bn	-12.8%
Fuller & Thaler Asset Management	3.94 mm	$123.47 bn	+0.0%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-21.00 mm	EXIT
BlackRock	20.86 mm	+20.86 mm	NEW
FMR	7.52 mm	+4.30 mm	+134.0%
Southpoint Capital Advisors	257.90 k	-2.49 mm	-90.6%
Durable Capital Partners	2.40 mm	+2.40 mm	NEW
Norges Bank	0.00	-2.07 mm	EXIT
Duquesne Family Office	0.00	-1.87 mm	EXIT
Victory Capital Management	1.62 mm	+1.59 mm	+4432.8%
Loomis Sayles & Co L P	1.02 mm	-1.42 mm	-58.2%
Point72 Asset Management	1.38 mm	+1.38 mm	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

OPCH insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
8 Nov 24	Harry M Jansen Kraemer JR	Common Stock	Buy	Acquire P	No	No	22.5356	43,000	969.03 k	326,334
26 Oct 24	John Charles Rademacher	Common Stock	Payment of exercise	Dispose F	No	No	29.45	13,829	407.26 k	613,786
26 Oct 24	John Charles Rademacher	Common Stock	Option exercise	Acquire M	No	No	0	31,216	0.00	627,615
26 Oct 24	John Charles Rademacher	RSU Common Stock	Option exercise	Dispose M	No	No	0	31,216	0.00	0
21 Oct 24	Michael H. Shapiro	Common Stock	Payment of exercise	Dispose F	No	No	30.51	7,570	230.96 k	256,835
21 Oct 24	Michael H. Shapiro	Common Stock	Option exercise	Acquire M	No	No	0	17,088	0.00	264,405
21 Oct 24	Michael H. Shapiro	RSU Common Stock	Option exercise	Dispose M	No	No	0	17,088	0.00	0
21 Oct 24	Michael Bavaro	Common Stock	Payment of exercise	Dispose F	No	No	30.51	911	27.79 k	42,517
21 Oct 24	Nicole Maggio	Common Stock	Payment of exercise	Dispose F	No	No	30.51	342	10.43 k	14,717