Bright Horizons Family Solutions Inc. $BFAM Shares Purchased by Landscape Capital Management L.L.C.

Key Points

• Landscape Capital Management raised its stake in Bright Horizons by 33.0% in Q3 to 61,636 shares, representing about $6.69 million (0.11% of the company) after acquiring an additional 15,290 shares.
• Wall Street sentiment is mixed—four buys, five holds and one sell with an average rating of Hold and an average price target of $107.11—while several firms recently cut targets (e.g., Barclays to $95, Goldman Sachs to $112).
• Bright Horizons beat Q results (EPS $1.15 vs. $1.13 consensus) with revenue up 9.2% year-over-year and set FY2026 guidance of 4.90–5.10 EPS; the shares trade around $76.50 with a $4.22B market cap.

Landscape Capital Management L.L.C. raised its holdings in Bright Horizons Family Solutions Inc. (NYSE:BFAM - Free Report) by 33.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 61,636 shares of the company's stock after acquiring an additional 15,290 shares during the quarter. Landscape Capital Management L.L.C. owned 0.11% of Bright Horizons Family Solutions worth $6,692,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in BFAM. Financial Consulate Inc. acquired a new position in shares of Bright Horizons Family Solutions during the 3rd quarter worth $26,000. TruNorth Capital Management LLC acquired a new stake in shares of Bright Horizons Family Solutions in the third quarter valued at about $28,000. Rothschild Investment LLC boosted its holdings in Bright Horizons Family Solutions by 6,700.0% during the third quarter. Rothschild Investment LLC now owns 340 shares of the company's stock worth $37,000 after buying an additional 335 shares in the last quarter. SJS Investment Consulting Inc. boosted its holdings in Bright Horizons Family Solutions by 9,075.0% during the third quarter. SJS Investment Consulting Inc. now owns 367 shares of the company's stock worth $40,000 after buying an additional 363 shares in the last quarter. Finally, Geneos Wealth Management Inc. grew its position in Bright Horizons Family Solutions by 98.8% during the first quarter. Geneos Wealth Management Inc. now owns 336 shares of the company's stock worth $43,000 after buying an additional 167 shares during the period.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on BFAM shares. Barclays reduced their price target on shares of Bright Horizons Family Solutions from $160.00 to $95.00 and set an "overweight" rating for the company in a research report on Tuesday, February 17th. Morgan Stanley set a $70.00 price objective on Bright Horizons Family Solutions in a report on Friday, February 13th. Robert W. Baird set a $100.00 target price on Bright Horizons Family Solutions in a report on Friday, February 13th. Zacks Research cut Bright Horizons Family Solutions from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, December 30th. Finally, The Goldman Sachs Group cut their price target on Bright Horizons Family Solutions from $130.00 to $112.00 and set a "buy" rating for the company in a research note on Friday, February 13th. Four investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Hold" and an average price target of $107.11.

Bright Horizons Family Solutions Price Performance

BFAM stock traded down $1.50 on Friday, reaching $76.50. The company had a trading volume of 57,101 shares, compared to its average volume of 956,675. The company's fifty day moving average is $85.64 and its 200 day moving average is $97.92. The company has a market cap of $4.22 billion, a P/E ratio of 22.85, a PEG ratio of 1.50 and a beta of 1.42. The company has a debt-to-equity ratio of 0.56, a quick ratio of 0.52 and a current ratio of 0.52. Bright Horizons Family Solutions Inc. has a 1 year low of $63.68 and a 1 year high of $132.99.

Bright Horizons Family Solutions (NYSE:BFAM - Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.15 earnings per share for the quarter, topping 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 company had revenue of $733.70 million during the quarter, compared to analysts' expectations of $727.44 million. During the same period in the previous year, the firm posted $0.98 earnings per share. 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, research analysts forecast that Bright Horizons Family Solutions Inc. will post 3.61 earnings per share for the current year.

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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