OPCH at a glance
Option Care Health, Inc. (OPCH, SEC CIK 1014739) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as July 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Option Care Health, Inc. (OPCH) reported revenue of $5.6 billion (up 15.0% from FY2024) and net income of $207.6 million. Diluted EPS was $1.27.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Option Care Health, Inc. (OPCH) shares worth $1.5 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.6B
- +15.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $1.5B · +0 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Largest independent provider of home and alternate site infusion therapy via 196 locations in 43 states, serving complex chronic conditions
- New emphasis: Expansion of ambulatory infusion suites to 109 standalone locations, including 27 with advanced practitioner capabilities
- Strategic position: Strengthened national presence with integrated sales targeting managed care, health systems, and drug manufacturers for new product launches
- Quantitative metric: Employee count rose to 6,528 full-time and 1,738 part-time as of Dec 31, 2025, including ~2,700 nursing staff
- Noteworthy fact: Received multiple national accreditations (ACHC, PCAB, ASHP, URAC) underscoring quality and compliance in infusion services
Management Discussion & Analysis
- Revenue $5.65B, up 13.0% YoY from $5.00B driven by mid-teens growth in acute therapies and low double-digit chronic growth
- Operating margin declined to 6.0% from 6.4%; gross margin fell to 19.3% from 20.3% due to therapy mix and biosimilar adoption
- Best segment: Acute therapies with mid-teens revenue growth; Worst: Chronic therapies with higher cost mix including rare/orphan therapies
- Operating cash flow $258M down $65M; investing cash outflow $161M up $125M due to Intramed Plus acquisition; financing cash outflow $277M up $59M driven by $310M stock repurchase
- Management expects $25M-$35M negative gross profit impact in 2026; secured credit facility amendments lowered interest rate and extended maturities supporting liquidity
AI summary of the OPCH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $1,442.4M, up 1.9% YoY from $1,416.1M
- Gross margin 18.5% vs 19.0% YoY; operating margin 5.9% vs 5.8%
- Acute therapies best performer, high single-digit growth; chronic portfolio flat
- Cash $193.8M vs $232.6M at December 31; operating cash flow $171.5M
- $167.5M share repurchases; CID headwinds expected to reduce 2026 gross profit by approximately $55M
Risk Factors
- Risk Factors section not provided in submitted excerpt
- Share-repurchase authorization increased from $500 million to $1 billion in January 2026
- May repurchases totaled 7,351,057 shares at $20.41 each
- Remaining repurchase capacity $525,000,993 as of June 30, 2026
AI summary of the OPCH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results released July 29, 2026, providing investors the company’s latest operating update
- Exhibit 99.1 contains the substantive results, including GAAP figures and non-GAAP reconciliations
Item EX-99.1: Item EX-99.1
- Q2 revenue $1.442B, up 1.9%; GAAP net income $53.9M, up 6.7%
- Adjusted EBITDA $117.5M, up 3.0%; adjusted diluted EPS $0.45, up 9.8%
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees reelected, supporting continuity of board oversight through the next annual meeting
- KPMG LLP ratified as independent auditor for fiscal 2026, with 149.1M votes for and 1.1M against
AI summaries of OPCH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OPCH
Don't miss the next OPCH filing
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- Fund moves. Which tracked funds opened, added or cut OPCH, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bhatia Prateek | A | Jul 6, 2026 | 16,386 | - |
| Bhatia Prateek | A | Jul 6, 2026 | 23,409 | - |
| BRANDT ERIC | A | May 20, 2026 | 8,997 | - |
| Deckmann Natasha | A | May 20, 2026 | 8,997 | - |
| Deckmann Natasha | A | May 20, 2026 | 844 | $22.23 |
| Bodem Barbara W. | A | May 20, 2026 | 8,997 | - |
| KRAEMER HARRY M JANSEN JR | A | May 20, 2026 | 8,997 | - |
| Wright Norman L. | A | May 20, 2026 | 8,997 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.9B | $5.6B |
| Gross Profit | - | $1.0B | $1.1B |
| Operating Income | - | $321.8M | $337.9M |
| Net Income | - | $211.8M | $207.6M |
| Gross Margin | - | 20.6% | 19.3% |
| Op. Margin | - | 6.6% | 6.0% |
| Net Margin | - | 4.3% | 3.7% |
| Balance Sheet | |||
| Total Assets | $3.2B | $3.4B | $3.5B |
| Equity | $1.4B | $1.4B | $1.3B |
| ROE | - | 15.1% | 15.7% |
| Per Share | |||
| EPS | - | $1.23 | $1.27 |
| Cash Flow | |||
| Operating CF | - | $323.4M | $258.4M |
| CapEx | - | $35.6M | $41.3M |
Source: XBRL data in Option Care Health, Inc. (OPCH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OPCH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.46B |
| Q1 2026 | 31 | $1.91B |
| Q4 2025 | 29 | $2.32B |
| Q3 2025 | 31 | $2.12B |
| Q2 2025 | 30 | $2.42B |
| Q1 2025 | 28 | $1.87B |
| Q4 2024 | 23 | $991.7M |
| Q3 2024 | 19 | $523.8M |
- BlackRock+2.22M (+11%)
- Dimensional Fund Advisors+1.57M (+41%)
- Millennium Management+977.9K (+60%)
- Goldman Sachs Group+791.3K (+58%)
- Prudential Financial+559.6K (+2014%)
- FMR LLC (Fidelity)−4.61M (-72%)
- Citadel Advisors LLC−1.90M (-54%)
- T. Rowe Price Group−1.47M (-87%)
- Morgan Stanley−573.4K (-20%)
- BNY Mellon−148.4K (-14%)
- Bridgewater Associates LP+110.3K
- Renaissance Technologies LLC−558.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 222 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OPCH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 24, 2026 | - | - | - |
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OPCH SEC filings: frequently asked questions
Which institutions hold OPCH stock?
As of June 30, 2026, the largest Option Care Health, Inc. (OPCH) holders among the 13F filers tracked by SignalX were BlackRock ($463.5 million), Vanguard Portfolio Management LLC ($173.5 million), Vanguard Capital Management LLC ($148.1 million), State Street Corp ($128.8 million), Dimensional Fund Advisors ($114.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OPCH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Option Care Health, Inc. (OPCH) reported revenue of $5.6 billion (up 15.0% from FY2024) and net income of $207.6 million. Diluted EPS was $1.27. The figures come from the XBRL data in the 10-K.
What did OPCH report in its latest 8-K?
Option Care Health, Inc. (OPCH) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 financial results released July 29, 2026, providing investors the company’s latest operating update.
What are the latest OPCH SEC filings?
Option Care Health, Inc. (OPCH) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on July 8, 2026.
What is OPCH's SEC CIK number?
Option Care Health, Inc. (OPCH)'s SEC Central Index Key (CIK) is 1014739. EDGAR lists every OPCH filing under that number.
Ask anything about OPCH
The research agent reads OPCH's filings, financials, insider trades and 13F holders, then answers with sources.