Humana Partners With HealthStream to Boost Indiana Home-Care Workforce

Option Care Health Inc. has agreed to be acquired by Clayson, Dubilier, & Rice LLC and McKesson Corp. for $5.8 billion, sending its shares up as much as 33 percent to $31.11 on Tuesday. The definitive agreement values the infusion therapy provider at $32.05 per share, a 37 percent premium over its closing price of $23.37 on Monday before the announcement. CD&R will serve as controlling shareholder with 51 percent ownership, while McKesson will hold the remaining 49 percent. The transaction is expected to close in the first half of 2027, subject to customary closing conditions including approval by Option Care Health shareholders, after which the company will cease trading on the Nasdaq exchange. Option Care Health has cancelled its live conference call and withdrawn its previously disclosed financial guidance, which had projected low to mid single digit sequential revenue growth and mid-single-digit growth in adjusted EBITDA.

Nichii Holdings Chairman Hiroshi Shimizu, in an interview, revealed a policy of partnering with municipalities and operators to sustain regional elderly care systems. He also indicated plans to invest 30 billion yen over four years starting this fiscal year to improve on-site response capabilities at roughly 1,900 care locations nationwide. Specific partnership measures envisioned include cost efficiency through joint purchasing of supplies and personnel support such as dispatching care assistants. Regional elderly care businesses face a harsh environment due to labor shortages and other factors, and Shimizu noted that "there are limits to what Nichii can do on its own."

BrightSpring Health Services shares rose 4.8% in the afternoon session after BMO Capital analyst Sean Dodge reiterated an Outperform rating and a $70 price target on the company. The reaffirmed target signals continued analyst confidence in the healthcare services provider and its long-term business outlook. The stock was trading at $60.00, up 4.8% from the previous close. BrightSpring shares are up 56.3% since the start of the year but remain 17.7% below their 52-week high of $72.91. The company's biggest recent move came two months ago, when the stock dropped 17.5% despite reporting second-quarter revenue growth of 23% year-on-year to $3.87 billion and non-GAAP profit of $0.45 per share, a sell-the-news reaction tied to valuation and margin concerns.

Addus HomeCare agreed on September 14 to acquire the personal care division of AccentCare for an anticipated $275 million, a deal expected to add roughly $280 million in annualized revenue, nearly a fifth of the company's current revenue base. The AccentCare operations serve an average daily census of about 13,700 customers across a 10-state footprint, deepening Addus in Texas, Illinois, California, and Arizona while adding a foothold in Colorado, Georgia, Minnesota, Pennsylvania, Tennessee, and Washington. The purchase covers only personal care, leaving AccentCare's hospice and home health operations out of the deal, and will be funded through Addus's revolver and cash on hand rather than new share issuance. The transaction has not closed and still requires regulatory approval and customary closing conditions. The deal follows Addus's second-quarter results, reported August 3, when net service revenues rose 8.0% to $377.4 million and adjusted EBITDA climbed 11.9% to $49.2 million, with personal care up 6.8% organically and hospice up 11.1% organically. Addus carried $64.3 million in debt and generated $40.0 million in quarterly operating cash flow ahead of the acquisition.

AIA Thailand has partnered with VitalLife Wellness Centre, under Bumrungrad Hospital Public Company Limited, or BH, to open a wellness centre serving high-net-worth and high-spending clients, with services starting in January 2027. Mr Ekarat Thitimun, Chief Insurance Business Officer of AIA Thailand, said the partnership aims to offer medical technology and innovations backed by scientific evidence to design personalised health care and meet anti-ageing needs. The services cover in-depth health assessments, hormone balance and nutritional analysis, genetic factor evaluation, and health rehabilitation. Clients in the AIA Prestige Club, numbering more than 100,000, can access the services directly, and if complex diagnosis or treatment is required, they will be connected seamlessly to BH's network of specialist doctors. Assistant Professor Dr Phonkrit Teekakeerikul, Chief Executive Officer of VitalLife Wellness Centre and Esperance, and Chief Science Officer of BH and VitalLife Wellness Centre, said the partnership expands the scope of wellness from specialised services to an ecosystem of life that links health care with protection and long-term planning, with the goal of elevating Thailand to become a global wellness hub.