OPTION CARE HEALTH, INC.
At today's price, OPTION CARE HEALTH, INC. (OPCH) is priced for -4.9% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
Option Care is a mature, scaled home-infusion provider, and read through that lens the stock is cheap. The methods land near a $51 base against a $21.99 price, and the implied-expectations read actually backs out a slight decline, about minus 4.3% growth, to justify the price. The market is pricing contraction into a business that is still growing. The depressing factor is identifiable and management calls it temporary. A Stelara biosimilar transition created roughly a 600 basis point revenue d
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356 institutional managers reported holding OPCH in 13F filings for the quarter ended 2026-03-31. 54 opened new positions that quarter. Held by BlackRock, Vanguard Group, Wellington Management, among others. On the short side, 12.2M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (4.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
OPCH has cut its share count 12.9% over the past five years, spending $830.44M on repurchases. It pays no dividend. Cash returned over the past three years: $755.44M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at OPCH over the trailing three years: 2023: 4 buys totaling $2.12M; 2024: 2 buys totaling $2.07M; 2025: 6 buys totaling $2.66M. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
OPCH's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | +5.3% | -5.3% |
| 2023-10-26 | -15.6% | +22.7% |
| 2024-02-23 | -3.4% | -8.2% |
| 2024-04-24 | -1.6% | -6.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
OPCH's latest 8-K filings: 2026-05-22 (items 5.07); 2026-05-12 (items 7.01, 9.01); 2026-05-05 (items 5.02); 2026-04-30 (items 2.02, 7.01, 9.01); 2026-04-02 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.