Insider buying is negligible as a percentage of market cap, but the coordinated CEO/CFO purchases after a weak quarter could be a modest positive signal. Monitor for additional insider purchases or any update to guidance. The stock may see short-term support near the $20 level given insider activity.
Price Chart
Executive Summary
CEO John Rademacher and CFO Meenal Sethna made open-market purchases totaling $592K on May 4, two trading days after a mixed Q1 earnings release (revenue +1.3%, adjusted EBITDA -6.3%). Although the dollar amount is immaterial relative to OPCH's $3.1B market cap (~0.02%), the joint insider buying by the top two executives may signal confidence following underwhelming results.
Key Financial Metrics
Key Facts
- CEO John Rademacher purchased 12,500 shares at $21.18 ($265K)
- CFO Meenal Sethna purchased 16,225 shares at $20.16 ($327K)
- Total cluster value ~$592K, representing 0.02% of market cap
- Purchases occurred 2 days after Q1 earnings: revenue $1.35B (+1.3%), adj. EBITDA $104.8M (-6.3%)
- Management expressed dissatisfaction with revenue growth momentum
Financial Impact
Total insider purchases of approximately $592K
Risk Factors
- Revenue growth deceleration and adjusted EBITDA decline in Q1
- Insider purchases too small to materially alter supply/demand dynamics
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-OPCH-1777930970714 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 6, 2026 20d ago | DEFA14A | $31.01 $31.12 | ▲ +0.35% | ▲ +1.34% | $31.27 (+0.84%) |
Oct 6, 2026 21d ago | DEFA14A | $31.00 $31.10 | ▲ +0.32% | ▲ +0.46% | $31.27 (+0.87%) |
Oct 6, 2026 21d ago | 8-K | $31.00 $31.10 | ▲ +0.32% | ▲ +0.46% | $31.27 (+0.87%) |
Jul 29, 2026 12w ago | 8-K | $23.93 $23.70 | ▼ −0.96% | ▼ −6.49% | $31.27 (+30.67%) |
Jun 4, 2026 20w ago | Press Release | $20.07 $20.78 | ▲ +3.54% | ▲ +6.09% | $31.27 (+55.80%) |
May 12, 2026 24w ago | 8-K | $19.59 $19.69 | ▲ +0.51% | ▲ +0.43% | $31.27 (+59.62%) |
May 4, 2026 25w ago | Insider Cluster | $21.30 $19.59 | ▼ −8.03% | ▼ −10.02% | $31.27 (+46.81%) |
May 4, 2026 25w ago | Insider Cluster | $21.30 $19.59 | ▼ −8.03% | ▼ −10.02% | $31.27 (+46.81%) |
May 4, 2026 25w ago | Insider Cluster | $21.30 $19.59 | ▼ −8.03% | ▼ −10.02% | $31.27 (+46.81%) |
Apr 8, 2026 28w ago | DEFA14A | $29.47 $28.33 | ▼ −3.87% | ▼ −7.05% | $31.27 (+6.11%) |
US Market Status
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