Option Care Health Director Increases Shareholding
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 12 2026
0mins
Source: Fool
- Share Purchase Details: On May 7, 2026, Timothy P. Sullivan, Director of Option Care Health, purchased 24,154 shares at a weighted average price of $20.69, totaling approximately $500,000, which increased his direct holdings to 73,383 shares valued at about $1.52 million, indicating his confidence in the company's future prospects.
- Ownership Change: This transaction increased Sullivan's direct ownership by 49.06%, reflecting a strategic decision to rebuild his investment after a significant sale in August 2024, suggesting a reassessment of the company's value.
- Market Context: With Option Care Health's shares declining by 37.9% over the past year, Sullivan's acquisition at a lower price point indicates he perceives the current stock price as undervalued, potentially offering an attractive buying opportunity for investors.
- Investor Signal Interpretation: Sullivan's purchase was discretionary and not part of a pre-scheduled plan, which is often viewed as a positive signal regarding the company's future performance, although the company still needs to address slowing revenue growth to restore market confidence.
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Analyst Views on OPCH
Wall Street analysts forecast OPCH stock price to rise
10 Analyst Rating
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 21.580
Low
27.00
Averages
36.22
High
40.00
Current: 21.580
Low
27.00
Averages
36.22
High
40.00
About OPCH
Option Care Health, Inc. is an independent provider of home and alternate site infusion services. The Company’s infusion services include the clinical management of infusion therapy, nursing support and care coordination. It provides a therapy portfolio through its network of 92 full-service pharmacies and 93 stand-alone ambulatory infusion suites. It administers a wide variety of therapies and services, including anti-infectives infusion, nutrition support, immunoglobulin infusion, chronic inflammatory disorders, neurological disorders, bleeding disorders infusion, Naven health, women’s health, heart failure, and others. Its home infusion services include medication and supplies for administration and use at home or within one of its ambulatory infusion suites, consultation and education regarding the patient’s condition and the prescribed medication nursing support, clinical monitoring and assistance in monitoring potential side effects, and assistance in obtaining reimbursement.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
BrightSpring Health Services 2026 Strategic Adjustments
- Revenue Pressure Analysis: BrightSpring anticipates approximately $600 million in revenue headwinds for 2026, primarily due to reimbursement changes related to the Inflation Reduction Act and brand-to-generic conversions, which will have a long-term impact on the company's overall financial performance.
- Pharmacy and Service Integration: The company operates integrated pharmacy and healthcare services across all 50 states, serving over 475,000 patients daily, demonstrating its competitive advantage in coordinated care and value-based models, particularly among seniors and specialty populations.
- Specialty Drug Growth: In Q1 2026, Specialty and Infusion revenue rose 36% year-over-year to $2.64 billion, driven by an increase in limited distribution drugs and enhanced commercial execution, showcasing BrightSpring's strong growth potential in the market.
- Profitability Enhancement: Despite facing policy and conversion pressures, BrightSpring raised its 2026 adjusted EBITDA guidance to $795 million to $825 million, indicating the company's confidence in future revenue and efficiency improvements.
See More
BrightSpring Health Services Raises 2026 Outlook Following Strong Q1 Performance
- Revenue Outlook Raised: BrightSpring has increased its 2026 revenue forecast to $14.725 billion to $15.225 billion, up from the previous range of $14.450 billion to $15.00 billion, indicating strong confidence in future growth, particularly in pharmacy and provider services.
- Profitability Improvement: The adjusted EBITDA range has been lifted to $795 million to $825 million, reflecting management's confidence in margin expansion, which is expected to offset revenue pressures from policy changes through efficiency gains and business integration.
- Strong Q1 Performance: BrightSpring reported adjusted earnings per share of 39 cents in the first quarter, exceeding the market expectation of 29 cents and more than doubling year-over-year, showcasing significant improvements in profitability and market competitiveness.
- Healthy Cash Flow Position: By the end of the first quarter, BrightSpring had $888.8 million in cash and cash equivalents, a substantial increase from $88.4 million in the prior quarter, indicating improved financial flexibility that supports future debt reduction and selective reinvestment.
See More
Option Care Health Under Investigation for Securities Violations
- Declining Financial Performance: In Q1 2026, Option Care Health reported revenue of $1.35 billion, a mere 1.3% year-over-year increase, falling short of market expectations, indicating significant competitive pressure on the company.
- Profitability Erosion: The company posted a net income of $45.3 million, down 3.0% year-over-year, with adjusted EBITDA at $104.8 million, a 6.3% decline, reflecting ongoing deterioration in profitability that could undermine investor confidence.
- Guidance Reduction: Citing lower CID patient retention and therapy mix, the company revised its full-year 2026 revenue guidance down from $5.8B-$6.0B to $5.675B-$5.775B, highlighting uncertainty in future growth prospects.
- Stock Price Volatility: Following the guidance cut, Option Care Health's stock plummeted from $26.87 on April 29 to $20.33 on April 30, a drop of approximately 24%, signaling a pessimistic market sentiment regarding the company's outlook.
See More
Option Care Health Under Investigation for Securities Violations
- Guidance Downgrade: Option Care Health lowered its full-year revenue guidance from $5.8B-$6.0B to $5.675B-$5.775B in its Q1 2026 report, primarily due to 'lower CID patient retention and therapy mix,' which directly impacts revenue expectations and market confidence.
- Declining Profitability: The company reported Q1 revenue of $1.35B, a mere 1.3% year-over-year increase, with net income at $45.3M, down 3%, and adjusted EBITDA at $104.8M, down 6.3%, indicating ongoing pressure on profitability that could affect investor sentiment.
- Significant Stock Drop: Following the disappointing earnings report, Option Care Health's stock plummeted from $26.87 on April 29 to $20.33 on April 30, a decline of approximately 24%, reflecting market concerns over the company's future performance and prompting investors to reassess their holdings.
- Legal Investigation Initiated: Kirby McInerney LLP is investigating potential violations of federal securities laws by Option Care Health and its executives; while no lawsuit has been filed yet, this inquiry could have significant implications for the company's future legal liabilities and reputation.
See More
Option Care Health Director Increases Shareholding
- Share Purchase Details: On May 7, 2026, Timothy P. Sullivan, Director of Option Care Health, purchased 24,154 shares at a weighted average price of $20.69, totaling approximately $500,000, which increased his direct holdings to 73,383 shares valued at about $1.52 million, indicating his confidence in the company's future prospects.
- Ownership Change: This transaction increased Sullivan's direct ownership by 49.06%, reflecting a strategic decision to rebuild his investment after a significant sale in August 2024, suggesting a reassessment of the company's value.
- Market Context: With Option Care Health's shares declining by 37.9% over the past year, Sullivan's acquisition at a lower price point indicates he perceives the current stock price as undervalued, potentially offering an attractive buying opportunity for investors.
- Investor Signal Interpretation: Sullivan's purchase was discretionary and not part of a pre-scheduled plan, which is often viewed as a positive signal regarding the company's future performance, although the company still needs to address slowing revenue growth to restore market confidence.
See More
Van Berkom Acquires Stake in Option Care Health
- New Investment Position: Van Berkom & Associates Inc. disclosed a new position in Option Care Health on May 7, 2026, acquiring 1,587,636 shares valued at approximately $51.54 million, indicating a long-term confidence in the company despite recent challenges.
- Ownership Proportion: This acquisition represents 1.41% of the fund's reportable assets under management as of March 31, 2026, highlighting Van Berkom's commitment to Option Care amidst performance pressures faced by the company.
- Market Performance Volatility: As of May 6, 2026, Option Care Health's shares closed at $20.45, down 37.5% year-over-year, and plummeted 24% following the first-quarter earnings report, reflecting market concerns regarding its growth outlook.
- Financial Overview: Despite a modest 1.3% year-over-year revenue increase to $1.35 billion in Q1 and a 6.3% decline in adjusted EBITDA to $104.8 million, the company expanded its credit facility and repurchased $17.5 million in stock, demonstrating resilience in challenging conditions.
See More
BrightSpring Health Services 2026 Strategic Adjustments
- Revenue Pressure Analysis: BrightSpring anticipates approximately $600 million in revenue headwinds for 2026, primarily due to reimbursement changes related to the Inflation Reduction Act and brand-to-generic conversions, which will have a long-term impact on the company's overall financial performance.
- Pharmacy and Service Integration: The company operates integrated pharmacy and healthcare services across all 50 states, serving over 475,000 patients daily, demonstrating its competitive advantage in coordinated care and value-based models, particularly among seniors and specialty populations.
- Specialty Drug Growth: In Q1 2026, Specialty and Infusion revenue rose 36% year-over-year to $2.64 billion, driven by an increase in limited distribution drugs and enhanced commercial execution, showcasing BrightSpring's strong growth potential in the market.
- Profitability Enhancement: Despite facing policy and conversion pressures, BrightSpring raised its 2026 adjusted EBITDA guidance to $795 million to $825 million, indicating the company's confidence in future revenue and efficiency improvements.
See More
BrightSpring Health Services Raises 2026 Outlook Following Strong Q1 Performance
- Revenue Outlook Raised: BrightSpring has increased its 2026 revenue forecast to $14.725 billion to $15.225 billion, up from the previous range of $14.450 billion to $15.00 billion, indicating strong confidence in future growth, particularly in pharmacy and provider services.
- Profitability Improvement: The adjusted EBITDA range has been lifted to $795 million to $825 million, reflecting management's confidence in margin expansion, which is expected to offset revenue pressures from policy changes through efficiency gains and business integration.
- Strong Q1 Performance: BrightSpring reported adjusted earnings per share of 39 cents in the first quarter, exceeding the market expectation of 29 cents and more than doubling year-over-year, showcasing significant improvements in profitability and market competitiveness.
- Healthy Cash Flow Position: By the end of the first quarter, BrightSpring had $888.8 million in cash and cash equivalents, a substantial increase from $88.4 million in the prior quarter, indicating improved financial flexibility that supports future debt reduction and selective reinvestment.
See More
Option Care Health Under Investigation for Securities Violations
- Declining Financial Performance: In Q1 2026, Option Care Health reported revenue of $1.35 billion, a mere 1.3% year-over-year increase, falling short of market expectations, indicating significant competitive pressure on the company.
- Profitability Erosion: The company posted a net income of $45.3 million, down 3.0% year-over-year, with adjusted EBITDA at $104.8 million, a 6.3% decline, reflecting ongoing deterioration in profitability that could undermine investor confidence.
- Guidance Reduction: Citing lower CID patient retention and therapy mix, the company revised its full-year 2026 revenue guidance down from $5.8B-$6.0B to $5.675B-$5.775B, highlighting uncertainty in future growth prospects.
- Stock Price Volatility: Following the guidance cut, Option Care Health's stock plummeted from $26.87 on April 29 to $20.33 on April 30, a drop of approximately 24%, signaling a pessimistic market sentiment regarding the company's outlook.
See More
Option Care Health Under Investigation for Securities Violations
- Guidance Downgrade: Option Care Health lowered its full-year revenue guidance from $5.8B-$6.0B to $5.675B-$5.775B in its Q1 2026 report, primarily due to 'lower CID patient retention and therapy mix,' which directly impacts revenue expectations and market confidence.
- Declining Profitability: The company reported Q1 revenue of $1.35B, a mere 1.3% year-over-year increase, with net income at $45.3M, down 3%, and adjusted EBITDA at $104.8M, down 6.3%, indicating ongoing pressure on profitability that could affect investor sentiment.
- Significant Stock Drop: Following the disappointing earnings report, Option Care Health's stock plummeted from $26.87 on April 29 to $20.33 on April 30, a decline of approximately 24%, reflecting market concerns over the company's future performance and prompting investors to reassess their holdings.
- Legal Investigation Initiated: Kirby McInerney LLP is investigating potential violations of federal securities laws by Option Care Health and its executives; while no lawsuit has been filed yet, this inquiry could have significant implications for the company's future legal liabilities and reputation.
See More
Option Care Health Director Increases Shareholding
- Share Purchase Details: On May 7, 2026, Timothy P. Sullivan, Director of Option Care Health, purchased 24,154 shares at a weighted average price of $20.69, totaling approximately $500,000, which increased his direct holdings to 73,383 shares valued at about $1.52 million, indicating his confidence in the company's future prospects.
- Ownership Change: This transaction increased Sullivan's direct ownership by 49.06%, reflecting a strategic decision to rebuild his investment after a significant sale in August 2024, suggesting a reassessment of the company's value.
- Market Context: With Option Care Health's shares declining by 37.9% over the past year, Sullivan's acquisition at a lower price point indicates he perceives the current stock price as undervalued, potentially offering an attractive buying opportunity for investors.
- Investor Signal Interpretation: Sullivan's purchase was discretionary and not part of a pre-scheduled plan, which is often viewed as a positive signal regarding the company's future performance, although the company still needs to address slowing revenue growth to restore market confidence.
See More
Van Berkom Acquires Stake in Option Care Health
- New Investment Position: Van Berkom & Associates Inc. disclosed a new position in Option Care Health on May 7, 2026, acquiring 1,587,636 shares valued at approximately $51.54 million, indicating a long-term confidence in the company despite recent challenges.
- Ownership Proportion: This acquisition represents 1.41% of the fund's reportable assets under management as of March 31, 2026, highlighting Van Berkom's commitment to Option Care amidst performance pressures faced by the company.
- Market Performance Volatility: As of May 6, 2026, Option Care Health's shares closed at $20.45, down 37.5% year-over-year, and plummeted 24% following the first-quarter earnings report, reflecting market concerns regarding its growth outlook.
- Financial Overview: Despite a modest 1.3% year-over-year revenue increase to $1.35 billion in Q1 and a 6.3% decline in adjusted EBITDA to $104.8 million, the company expanded its credit facility and repurchased $17.5 million in stock, demonstrating resilience in challenging conditions.
See More
