OPCH

Option Care Health, Inc.

No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.

Days to cover (short int.)

3.5d↓-29.2%

as of 2026-09-30

News Summary

Neutral

Option Care Health agreed to a $5.8B take-private acquisition by McKesson and CD&R at $32.05/share in October 2026, with the stock now trading near deal price rather than on standalone fundamentals. The deal has triggered multiple analyst downgrades, withdrawal of forward guidance, and shareholder litigation investigations questioning deal fairness. Q2 2026 earnings were in-line (EPS beat of $0.02), but near-term focus has shifted entirely to deal closure dynamics rather than operational performance.

Red flags

•Multiple shareholder lawsuits filed challenging deal fairness and pricing
•Wave of analyst downgrades (UBS, JPMorgan, Barrington, Truist, Citizens) post-announcement
•Withdrawal of forward financial guidance following acquisition agreement
•Deal completion contingent on regulatory approval and closing conditions; execution risk remains

Fund 13D/13G Filings (1)

Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).

Fund	Form	∆ Shares	% of Class	Since Filing	Filed	Src
Durable Capital Partners	SC 13G/A	—	3.9%	+29.4% vs SPY +29.9% abs	2026-08-14	↗