Option Care Health, Inc. — Form 8-K
Filed October 6, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 72/100
What the filing says
Onyx Bidco LLC (backed by Clayton, Dubilier & Rice and McKesson) agreed to acquire Option Care Health, Inc. for $32.05 per share in cash (Merger Sub merges into company). Company shareholders receive $32.05/share; equity awards convert to cash; deal expected to close after Marketing Period (15–12 business days ending ~Sept 6, 2027–Aug 20, 2027). Clayton, Dubilier Rice Fund XII and McKesson guarantee equity commitments.
Why this rating
LBO of $5.3B public company at $32.05/sh (~$4.8B equity value) by PE + strategic buyer is material refinancing/ownership event. Relative to company size, significant but not transformational. Execution risk on financing & regulatory approvals moderate.
Price action (we called it neutral)
before filing · preread $28.16 ▼ 9.35% | at our read · unknown $31.07 | +10 min · unknown $31.05 ▼ 0.05% | +30 min pending | +1 hr pending | +4 hrs pending |
The stock had already moved +10.32% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
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