OPCH Option Care Health Inc

Fort Washington Investment Advisors Inc. OH has significantly increased its stake in Option Care Health, Inc. (NASDAQ:OPCH) by 43.8% in the third quarter, now owning 1,270,685 shares valued at approximately $35.27 million. Institutional investors collectively hold about 98.05% of the company's stock. The stock has a "Moderate Buy" consensus rating from analysts, with an average price target of $36.27.

Harbor Capital Advisors Inc. reduced its stake in Option Care Health by 72.0%, selling 66,734 shares. Despite this, insider Harry M. Jansen Kraemer Jr. increased his holding by purchasing 38,000 shares. Analysts generally maintain a "Moderate Buy" rating for OPCH, with a consensus target price of $36.27.

Swedbank AB acquired 1,781,532 shares of Option Care Health, Inc. (NASDAQ:OPCH) in the third quarter, valued at approximately $49.5 million, representing about 1.10% of the company's stock. Analysts have a "Moderate Buy" consensus rating with a $36.27 price target, reflecting mixed recent adjustments from various firms. Additionally, Director Harry M. Jansen Kraemer Jr. purchased 38,000 shares, increasing his stake by over 10%.

Voya Investment Management LLC significantly reduced its holdings in Option Care Health Inc. (NASDAQ:OPCH), selling 18.6% of its shares. Despite this, other institutional investors have increased their stakes, and a company director also bought a substantial number of shares. Analysts generally maintain a "Moderate Buy" rating for OPCH with a consensus target price of $36.27.

Option Care Health (OPCH) has seen significant stock growth, up 10% in the past month and over 40% year-to-date, outperforming many healthcare peers. Despite this strong performance, the stock appears to be 11% undervalued with a narrative fair value of $36.45 against its current $32.51, suggesting potential for further upside driven by expanding services and improved nurse productivity. However, potential shifts in therapy mix and reimbursement pressure could challenge future margin growth and the optimistic valuation.

Riverbridge Partners LLC increased its stake in Option Care Health, Inc. (NASDAQ:OPCH) by 14.3% in the third quarter, acquiring an additional 181,277 shares, bringing their total holdings to 1,446,956 shares valued at approximately $40.17 million. This move is part of broader institutional accumulation, with other major funds also adding or initiating large positions, and comes as insiders like Director Harry M. Jansen Kraemer Jr. have also been buying shares. Analysts currently have a "Moderate Buy" rating for Option Care Health with a consensus target price of $36.27.