Bright Horizons Family Solutions Inc. $BFAM Shares Bought by M&T Bank Corp

Key Points

• M&T Bank Corp increased its stake in Bright Horizons by 6,909.9%, acquiring an additional 134,951 shares to hold 136,904 shares (about 0.24% of the company) worth roughly $13.88 million at quarter end.
• Analysts have a consensus rating of Hold with an average price target of $107.11, even as several brokerages trimmed targets recently (examples: BMO to $100, Goldman Sachs to $112, Morgan Stanley $70, UBS $93).
• Shares were down about 4.1% at $81.48; the company slightly beat quarterly EPS estimates ($1.15 vs. $1.13), reported revenue up 9.2% year-over-year, and issued FY2026 guidance of $4.90–$5.10 EPS.

M&T Bank Corp grew its stake in shares of Bright Horizons Family Solutions Inc. (NYSE:BFAM - Free Report) by 6,909.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 136,904 shares of the company's stock after acquiring an additional 134,951 shares during the period. M&T Bank Corp owned about 0.24% of Bright Horizons Family Solutions worth $13,882,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Financial Consulate Inc. acquired a new position in shares of Bright Horizons Family Solutions in the 3rd quarter worth approximately $26,000. TruNorth Capital Management LLC acquired a new position in shares of Bright Horizons Family Solutions in the 3rd quarter worth approximately $28,000. Rothschild Investment LLC grew its position in shares of Bright Horizons Family Solutions by 6,700.0% in the 3rd quarter. Rothschild Investment LLC now owns 340 shares of the company's stock worth $37,000 after acquiring an additional 335 shares in the last quarter. SJS Investment Consulting Inc. grew its position in shares of Bright Horizons Family Solutions by 9,075.0% in the 3rd quarter. SJS Investment Consulting Inc. now owns 367 shares of the company's stock worth $40,000 after acquiring an additional 363 shares in the last quarter. Finally, Signaturefd LLC grew its position in shares of Bright Horizons Family Solutions by 34.4% in the 4th quarter. Signaturefd LLC now owns 426 shares of the company's stock worth $43,000 after acquiring an additional 109 shares in the last quarter.

Wall Street Analyst Weigh In

Several brokerages have recently commented on BFAM. BMO Capital Markets decreased their target price on Bright Horizons Family Solutions from $124.00 to $100.00 and set an "outperform" rating for the company in a research report on Tuesday, February 17th. UBS Group set a $93.00 target price on Bright Horizons Family Solutions in a research report on Friday, February 13th. Morgan Stanley set a $70.00 target price on Bright Horizons Family Solutions in a research report on Friday, February 13th. The Goldman Sachs Group decreased their price target on shares of Bright Horizons Family Solutions from $130.00 to $112.00 and set a "buy" rating for the company in a report on Friday, February 13th. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of Bright Horizons Family Solutions in a report on Monday, December 29th. Four research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, Bright Horizons Family Solutions has a consensus rating of "Hold" and an average price target of $107.11.

Bright Horizons Family Solutions Trading Down 4.1%

NYSE BFAM opened at $81.48 on Friday. Bright Horizons Family Solutions Inc. has a one year low of $63.68 and a one year high of $132.99. The firm has a market capitalization of $4.30 billion, a PE ratio of 24.25, a price-to-earnings-growth ratio of 1.43 and a beta of 1.31. The company has a debt-to-equity ratio of 0.56, a quick ratio of 0.52 and a current ratio of 0.52. The company has a 50-day simple moving average of $78.20 and a 200-day simple moving average of $91.39.

Bright Horizons Family Solutions (NYSE:BFAM - Get Free Report) last released its quarterly earnings data on Thursday, February 12th. The company reported $1.15 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.13 by $0.02. Bright Horizons Family Solutions had a return on equity of 17.41% and a net margin of 6.58%.The business had revenue of $733.70 million during the quarter, compared to analyst estimates of $727.44 million. During the same quarter in the previous year, the firm posted $0.98 EPS. The business's revenue for the quarter was up 9.2% compared to the same quarter last year. Bright Horizons Family Solutions has set its FY 2026 guidance at 4.900-5.100 EPS. On average, equities analysts forecast that Bright Horizons Family Solutions Inc. will post 4.66 earnings per share for the current year.

About Bright Horizons Family Solutions

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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