BlackRock Inc. Purchases New Stake in Bright Horizons Family Solutions Inc. $BFAM

Key Points

• BlackRock acquired a major new position in Bright Horizons Family Solutions during the second quarter, purchasing 6.38 million shares worth approximately $452.3 million and taking a 12.13% stake.
• Bright Horizons exceeded quarterly expectations, reporting $1.28 in EPS versus the $1.20 consensus estimate 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 a consensus “Hold” rating and an average price target of $95.88; Morgan Stanley and Weiss Ratings were bearish, while UBS maintained a neutral view and JPMorgan remained overweight.

BlackRock Inc. purchased a new stake in shares of Bright Horizons Family Solutions Inc. (NYSE:BFAM - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 6,381,452 shares of the company's stock, valued at approximately $452,317,000. BlackRock Inc. owned about 12.13% of Bright Horizons Family Solutions at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in BFAM. Fuller & Thaler Asset Management Inc. purchased a new stake in Bright Horizons Family Solutions in the 4th quarter valued at about $191,952,000. Norges Bank acquired a new stake in Bright Horizons Family Solutions in the 4th quarter valued at about $74,317,000. Janus Henderson Group PLC lifted its stake in Bright Horizons Family Solutions by 2,536.7% in the fourth quarter. Janus Henderson Group PLC now owns 656,173 shares of the company's stock worth $66,535,000 after acquiring an additional 631,287 shares during the last quarter. AQR Capital Management LLC lifted its position in shares of Bright Horizons Family Solutions by 64.4% during the 4th quarter. AQR Capital Management LLC now owns 1,579,757 shares of the company's stock worth $160,124,000 after purchasing an additional 619,067 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its position in shares of Bright Horizons Family Solutions by 23.9% during the 4th quarter. Goldman Sachs Group Inc. now owns 3,026,442 shares of the company's stock worth $306,881,000 after acquiring an additional 582,976 shares in the last quarter.

Insider Activity at Bright Horizons Family Solutions

In other news, COO Mary Lou Burke sold 1,200 shares of the company's stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $75.57, for a total value of $90,684.00. Following the completion of the transaction, the chief operating officer directly owned 32,145 shares in the company, valued at approximately $2,429,197.65. This represents a 3.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 1.42% of the company's stock.

Wall Street Analysts Forecast Growth

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

Bright Horizons Family Solutions Stock Performance

NYSE BFAM opened at $74.19 on Tuesday. The company has a debt-to-equity ratio of 1.14, a current ratio of 0.48 and a quick ratio of 0.48. Bright Horizons Family Solutions Inc. has a 1-year low of $57.63 and a 1-year high of $123.76. The business's 50-day simple moving average is $72.94 and its 200-day simple moving average is $74.21. The firm has a market capitalization of $3.61 billion, a P/E ratio of 23.48, a P/E/G ratio of 1.11 and a beta of 1.14.

Bright Horizons Family Solutions (NYSE:BFAM - Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The company reported $1.28 earnings per share (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 company had revenue of $779.18 million during the quarter, compared to analyst estimates of $774.84 million. During the same quarter in the prior year, the business earned $1.07 earnings per share. The business'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. Equities analysts predict that Bright Horizons Family Solutions Inc. will post 4.7 EPS for the current year.

Bright Horizons Family Solutions 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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