Bright Horizons Family Solutions Inc. $BFAM Shares Sold by Vanguard Group Inc.

Key Points

• Vanguard trimmed its stake in Bright Horizons by 1.1%, selling 55,187 shares and now holds 5,162,356 shares (about 9.13%) valued at roughly $523.5 million.
• Bright Horizons slightly beat quarterly estimates with $1.15 EPS vs $1.13 expected and $733.7M revenue (+9.2% YoY), and issued FY2026 guidance of 4.90–5.10 EPS.
• Wall Street sentiment is mixed: the stock's consensus rating is Hold with an average target of $107.11, while analysts' targets and views have recently been lowered by several firms (e.g., Barclays to $95, BMO to $100, Morgan Stanley $70).

Vanguard Group Inc. lowered its holdings in shares of Bright Horizons Family Solutions Inc. (NYSE:BFAM - Free Report) by 1.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,162,356 shares of the company's stock after selling 55,187 shares during the period. Vanguard Group Inc. owned about 9.13% of Bright Horizons Family Solutions worth $523,463,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Signaturefd LLC grew its holdings in shares of Bright Horizons Family Solutions by 34.4% during the fourth quarter. Signaturefd LLC now owns 426 shares of the company's stock worth $43,000 after buying an additional 109 shares in the last quarter. Public Employees Retirement System of Ohio grew its holdings in shares of Bright Horizons Family Solutions by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 18,128 shares of the company's stock worth $1,968,000 after buying an additional 110 shares in the last quarter. Cibc World Market Inc. grew its holdings in shares of Bright Horizons Family Solutions by 2.2% during the third quarter. Cibc World Market Inc. now owns 6,504 shares of the company's stock worth $706,000 after buying an additional 137 shares in the last quarter. Inspire Advisors LLC grew its holdings in shares of Bright Horizons Family Solutions by 2.3% during the third quarter. Inspire Advisors LLC now owns 6,582 shares of the company's stock worth $715,000 after buying an additional 147 shares in the last quarter. Finally, MML Investors Services LLC grew its holdings in shares of Bright Horizons Family Solutions by 1.7% during the second quarter. MML Investors Services LLC now owns 9,098 shares of the company's stock worth $1,124,000 after buying an additional 150 shares in the last quarter.

Wall Street Analyst Weigh In

BFAM has been the subject of a number of recent research reports. Robert W. Baird set a $100.00 price target on shares of Bright Horizons Family Solutions in a report on Friday, February 13th. Weiss Ratings downgraded shares of Bright Horizons Family Solutions from a "hold (c-)" rating to a "sell (d+)" rating in a report on Friday. Barclays lowered their target price on shares of Bright Horizons Family Solutions from $160.00 to $95.00 and set an "overweight" rating for the company in a report on Tuesday, February 17th. Morgan Stanley set a $70.00 target price on shares of Bright Horizons Family Solutions in a report on Friday, February 13th. Finally, BMO Capital Markets lowered their target price on shares of Bright Horizons Family Solutions from $124.00 to $100.00 and set an "outperform" rating for the company in a report on Tuesday, February 17th. Four research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Hold" and an average target price of $107.11.

Bright Horizons Family Solutions Trading Down 0.6%

Shares of BFAM stock opened at $81.07 on Tuesday. The stock has a market cap of $4.28 billion, a price-to-earnings ratio of 24.13, a price-to-earnings-growth ratio of 1.37 and a beta of 1.28. The company has a quick ratio of 0.52, a current ratio of 0.52 and a debt-to-equity ratio of 0.56. Bright Horizons Family Solutions Inc. has a fifty-two week low of $63.68 and a fifty-two week high of $132.99. The firm's 50 day moving average price is $79.45 and its two-hundred day moving average price is $90.68.

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