Monitor for the filing of the definitive proxy statement and the stockholder vote timeline. The key catalyst is regulatory approval and the shareholder meeting date — any delays or antitrust concerns could affect the close timeline.
Price Chart
Executive Summary
Option Care Health filed DEFA14A soliciting materials in connection with its pending acquisition by CD&R and McKesson in an all-cash transaction valued at approximately $5.8 billion ($32.05 per share). The filing includes employee FAQs, investor/analyst emails, business partner communications, and social media posts, all confirming the deal is expected to close in H1 2027 subject to stockholder and regulatory approvals. This is a routine solicitation update with no new financial or strategic information beyond the previously announced terms.
Key Financial Metrics
Key Facts
- Option Care Health entered into a definitive agreement to be acquired by CD&R and McKesson in an all-cash transaction valued at approximately $5.8 billion ($32.05 per share).
- The transaction was unanimously approved by the Option Care Health Board of Directors.
- Closing is expected in the first half of calendar year 2027, subject to stockholder approval and regulatory clearances.
- McKesson will hold a minority ownership interest in Option Care Health post-close.
- Option Care Health will remain a separate company led by its existing management team after the transaction.
- The filing consists of preliminary proxy solicitation communications (emails, FAQs, social media) — no definitive proxy statement has been mailed yet.
Financial Impact
All-cash acquisition at $32.05 per share, total enterprise value approximately $5.8 billion.
Risk Factors
- Failure to obtain stockholder approval could terminate the merger.
- Regulatory approvals may be delayed, not obtained, or obtained with adverse conditions.
- The merger agreement may be terminated under certain circumstances, potentially requiring Option Care Health to pay a termination fee.
- Potential litigation related to the transaction could delay or prevent closing.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001104659-26-114077 |
| Document: 0001104659-26-114077-index-headers.html | 0001104659-26-114077 |
| Document: 0001104659-26-114077-index.html | 0001104659-26-114077 |
| Document: 0001104659-26-114077.txt | 0001104659-26-114077 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $31.28 | awaiting T+5 | — | $31.29 (+0.03%) |
Oct 6, 2026 21d ago | DEFA14A | $31.01 $31.12 | ▲ +0.35% | ▲ +1.34% | $31.29 (+0.90%) |
Oct 6, 2026 21d ago | DEFA14A | $31.00 $31.10 | ▲ +0.32% | ▲ +0.46% | $31.29 (+0.94%) |
Oct 6, 2026 21d ago | 8-K | $31.00 $31.10 | ▲ +0.32% | ▲ +0.46% | $31.29 (+0.94%) |
Jul 29, 2026 12w ago | 8-K | $23.93 $23.70 | ▼ −0.96% | ▼ −6.49% | $31.29 (+30.76%) |
Jun 4, 2026 20w ago | Press Release | $20.07 $20.78 | ▲ +3.54% | ▲ +6.09% | $31.29 (+55.90%) |
May 12, 2026 24w ago | 8-K | $19.59 $19.69 | ▲ +0.51% | ▲ +0.43% | $31.29 (+59.72%) |
May 4, 2026 25w ago | Insider Cluster | $21.30 $19.59 | ▼ −8.03% | ▼ −10.02% | $31.29 (+46.90%) |
May 4, 2026 25w ago | Insider Cluster | $21.30 $19.59 | ▼ −8.03% | ▼ −10.02% | $31.29 (+46.90%) |
May 4, 2026 25w ago | Insider Cluster | $21.30 $19.59 | ▼ −8.03% | ▼ −10.02% | $31.29 (+46.90%) |
US Market Status
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