Insider buying after mixed Q1 results is a small vote of confidence but too small to be actionable. Monitor next quarters for revenue growth re-acceleration; the cluster does not warrant a trading decision on its own.
Price Chart
Executive Summary
Three insiders at Option Care Health (CEO, CFO, Director) made open-market purchases totaling $1.38M on May 4, 2026, following the Q1 2026 earnings release on April 30. The purchases are trivial relative to the company's $3.3B market cap (0.04%), limiting their signal value.
Key Financial Metrics
Key Facts
- CEO John Rademacher purchased 12,500 shares at $21.18 for $265K
- CFO Meenal Sethna purchased 16,225 shares at $20.16 for $327K
- Director Harry Kraemer Jr. purchased 36,610 shares at $21.41 for $784K
- Total cluster value: $1.38M (0.04% of $3.3B market cap)
- Q1 2026 earnings: net revenue $1.35B (+1.3% YoY), GAAP net income $45.3M (-3.0%), adjusted EBITDA $104.8M (-6.3%)
- Full year 2026 guidance: net revenue $5.675B-$5.775B, adjusted EPS $1.82-$1.92
Financial Impact
Insider purchases of $1.38M are negligible relative to $3.3B market cap.
Risk Factors
- Q1 revenue growth slowed to 1.3% YoY, near the low end of guidance
- Adjusted EBITDA declined 6.3% YoY, indicating margin pressure
- Revised 2026 guidance implies mid-single-digit revenue growth; execution risk
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-1778016781106 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 6, 2026 20d ago | DEFA14A | $31.01 $31.12 | ▲ +0.35% | ▲ +1.34% | $31.26 (+0.81%) |
Oct 6, 2026 21d ago | DEFA14A | $31.00 $31.10 | ▲ +0.32% | ▲ +0.46% | $31.26 (+0.84%) |
Oct 6, 2026 21d ago | 8-K | $31.00 $31.10 | ▲ +0.32% | ▲ +0.46% | $31.26 (+0.84%) |
Jul 29, 2026 12w ago | 8-K | $23.93 $23.70 | ▼ −0.96% | ▼ −6.49% | $31.26 (+30.63%) |
Jun 4, 2026 20w ago | Press Release | $20.07 $20.78 | ▲ +3.54% | ▲ +6.09% | $31.26 (+55.75%) |
May 12, 2026 24w ago | 8-K | $19.59 $19.69 | ▲ +0.51% | ▲ +0.43% | $31.26 (+59.57%) |
May 4, 2026 25w ago | Insider Cluster | $21.30 $19.59 | ▼ −8.03% | ▼ −10.02% | $31.26 (+46.76%) |
May 4, 2026 25w ago | Insider Cluster | $21.30 $19.59 | ▼ −8.03% | ▼ −10.02% | $31.26 (+46.76%) |
May 4, 2026 25w ago | Insider Cluster | $21.30 $19.59 | ▼ −8.03% | ▼ −10.02% | $31.26 (+46.76%) |
Apr 8, 2026 28w ago | DEFA14A | $29.47 $28.33 | ▼ −3.87% | ▼ −7.05% | $31.26 (+6.07%) |
US Market Status
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