Bamco Inc. NY Buys New Shares in Bright Horizons Family Solutions Inc. $BFAM

Key Points

• Bamco Inc. NY purchased 1.06 million Bright Horizons shares worth approximately $74.8 million, giving it a 2.17% stake. Several other institutional investors also initiated positions during the second quarter.
• Bright Horizons exceeded quarterly expectations, reporting $1.28 in EPS versus the $1.20 consensus and $779.2 million in revenue, up 6.4% year over year. The company issued fiscal 2026 EPS guidance of $5.05–$5.15.
• Analyst sentiment remains mixed, with the stock carrying a consensus “Hold” rating and a $95.88 target price. Shares opened at $74.30, while COO Mary Lou Burke separately sold 1,200 shares at an average price of $75.57.

Bamco Inc. NY purchased a new stake in shares of Bright Horizons Family Solutions Inc. (NYSE:BFAM - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 1,055,150 shares of the company's stock, valued at approximately $74,789,000. Bamco Inc. NY owned approximately 2.17% of Bright Horizons Family Solutions as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the company. Bank of America Corp DE purchased a new position in shares of Bright Horizons Family Solutions during the second quarter worth approximately $16,893,000. Freestone Grove Partners LP purchased a new position in Bright Horizons Family Solutions in the 2nd quarter worth $1,088,000. Man Group plc bought a new stake in Bright Horizons Family Solutions in the second quarter worth $11,282,000. Jupiter Topco LLC bought a new stake in Bright Horizons Family Solutions in the second quarter worth $49,561,000. Finally, Hsbc Holdings PLC purchased a new stake in Bright Horizons Family Solutions during the second quarter valued at about $746,000.

Insider Buying and Selling at Bright Horizons Family Solutions

In related news, COO Mary Lou Burke sold 1,200 shares of Bright Horizons Family Solutions stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $75.57, for a total transaction of $90,684.00. Following the sale, the chief operating officer directly owned 32,145 shares in the company, valued at $2,429,197.65. The trade was a 3.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.42% of the stock is owned by corporate insiders.

Bright Horizons Family Solutions Stock Up 0.6%

Shares of Bright Horizons Family Solutions stock opened at $74.30 on Thursday. Bright Horizons Family Solutions Inc. has a 12-month low of $57.63 and a 12-month high of $120.09. The company has a current ratio of 0.48, a quick ratio of 0.48 and a debt-to-equity ratio of 1.14. The company's fifty day simple moving average is $73.32 and its two-hundred day simple moving average is $74.00. The company has a market cap of $3.61 billion, a P/E ratio of 23.51, a PEG ratio of 1.13 and a beta of 1.14.

Bright Horizons Family Solutions (NYSE:BFAM - Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The company reported $1.28 EPS for the quarter, topping the consensus estimate of $1.20 by $0.08. Bright Horizons Family Solutions had a net margin of 5.78% and a return on equity of 20.09%. The business had revenue of $779.18 million during the quarter, compared to analyst estimates of $774.84 million. During the same period last year, the business posted $1.07 earnings per share. Bright Horizons Family Solutions's quarterly revenue was up 6.4% compared to the same quarter last year. Bright Horizons Family Solutions has set its FY 2026 guidance at 5.050-5.150 EPS. Research analysts anticipate that Bright Horizons Family Solutions Inc. will post 4.7 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on BFAM shares. JPMorgan Chase & Co. reduced their price objective on Bright Horizons Family Solutions from $115.00 to $105.00 and set an "overweight" rating on the stock in a research note on Wednesday, May 6th. UBS Group boosted their target price on Bright Horizons Family Solutions from $87.00 to $88.00 and gave the company a "neutral" rating in a research note on Friday, July 31st. Weiss Ratings restated a "sell (d+)" rating on shares of Bright Horizons Family Solutions in a report on Wednesday, July 29th. Finally, Morgan Stanley decreased their price target on Bright Horizons Family Solutions from $70.00 to $68.00 and set an "underweight" rating on the stock in a research note on Friday, July 31st. Four analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $95.88.

Bright Horizons Family Solutions Company Profile

Bright Horizons Family Solutions, Inc NYSE: BFAM is a leading provider of employer-sponsored child care and early education services, offering a range of solutions designed to support working families and organizations. Through a network of on-site, near-site and center-based programs, the company partners with corporate and nonprofit clients to deliver infant, toddler, preschool and school-age care. Services emphasize age-appropriate curriculum, developmental milestones and community engagement to ensure high-quality learning experiences.

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