BrightSpring Health Services, Inc. $BTSG Shares Purchased by Comerica Bank

Key Points

• Comerica Bank boosted its stake in BrightSpring by 96.4% to 95,245 shares (about $3.57M), and other institutions including Vanguard and Federated Hermes also increased positions, signaling rising institutional interest.
• Q1 results beat expectations — BrightSpring reported $0.39 EPS and $3.61B revenue (up 25.6% YoY), and management raised full‑year 2026 revenue and adjusted EBITDA guidance.
• Insider selling was notable: company insiders sold 285,000 shares (~$11.7M) over the last quarter, leaving insiders with about 2.8% ownership.

Comerica Bank boosted its holdings in BrightSpring Health Services, Inc. (NASDAQ:BTSG - Free Report) by 96.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 95,245 shares of the company's stock after purchasing an additional 46,758 shares during the quarter. Comerica Bank owned approximately 0.05% of BrightSpring Health Services worth $3,567,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Lisanti Capital Growth LLC acquired a new position in BrightSpring Health Services in the third quarter valued at $1,959,000. Federated Hermes Inc. increased its stake in BrightSpring Health Services by 44.8% in the third quarter. Federated Hermes Inc. now owns 319,200 shares of the company's stock valued at $9,436,000 after purchasing an additional 98,745 shares during the last quarter. Prescott Group Capital Management L.L.C. acquired a new position in BrightSpring Health Services in the third quarter valued at $887,000. Bailard Inc. acquired a new position in BrightSpring Health Services in the third quarter valued at $378,000. Finally, Vanguard Group Inc. increased its stake in BrightSpring Health Services by 6.4% in the third quarter. Vanguard Group Inc. now owns 9,604,703 shares of the company's stock valued at $283,915,000 after purchasing an additional 576,906 shares during the last quarter.

Insider Transactions at BrightSpring Health Services

In other news, insider Lisa A. Nalley sold 30,000 shares of the company's stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $41.15, for a total value of $1,234,500.00. Following the completion of the sale, the insider owned 110,594 shares of the company's stock, valued at $4,550,943.10. This represents a 21.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Jennifer A. Phipps sold 35,000 shares of the company's stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $41.15, for a total value of $1,440,250.00. Following the completion of the sale, the chief financial officer directly owned 196,840 shares of the company's stock, valued at $8,099,966. The trade was a 15.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 285,000 shares of company stock valued at $11,727,750 over the last quarter. Company insiders own 2.80% of the company's stock.

More BrightSpring Health Services News

Here are the key news stories impacting BrightSpring Health Services this week:

• Positive Sentiment: Q1 results beat street estimates — EPS of $0.39 topped consensus (~$0.32) and revenue of $3.61B beat estimates (~$3.39B); revenue was up ~25.6% year‑over‑year, signaling healthy top‑line growth. Quarterly results and call
• Positive Sentiment: Company raised full‑year 2026 revenue and adjusted EBITDA guidance (management increased its FY revenue range to roughly $14.7B–$15.2B), which supports the rally and suggests management confidence in demand and margins. BrightSpring extends rally with upgraded forecast
• Positive Sentiment: Street recognition — BTSG was added to Zacks’ top growth (Rank #1) list, which can support additional retail/institutional interest. Zacks Rank #1 inclusion
• Neutral Sentiment: Investor materials available — management hosted a call and posted a press release and slide deck with more detail on results and guidance for investors to evaluate execution and forward assumptions. Press release and slides
• Negative Sentiment: Valuation and leverage remain considerations — BTSG trades at a high P/E (~60) with a beta >2 and debt/equity ~1.32; strong results improve the story but raise expectations that the company must sustain growth to justify the valuation.

BrightSpring Health Services Stock Performance

Shares of NASDAQ:BTSG opened at $52.58 on Monday. The firm has a market capitalization of $10.16 billion, a PE ratio of 37.29, a P/E/G ratio of 0.74 and a beta of 1.71. The company has a debt-to-equity ratio of 1.24, a current ratio of 1.74 and a quick ratio of 1.38. The business has a 50-day moving average of $43.50 and a two-hundred day moving average of $38.85. BrightSpring Health Services, Inc. has a 12 month low of $19.01 and a 12 month high of $54.68.

BrightSpring Health Services (NASDAQ:BTSG - Get Free Report) last announced its quarterly earnings results on Friday, May 1st. The company reported $0.39 EPS for the quarter, topping the consensus estimate of $0.29 by $0.10. The company had revenue of $3.61 billion during the quarter, compared to analyst estimates of $3.39 billion. BrightSpring Health Services had a return on equity of 14.63% and a net margin of 2.27%.The firm's revenue was up 25.6% on a year-over-year basis. During the same period in the prior year, the firm posted $0.14 earnings per share. As a group, research analysts forecast that BrightSpring Health Services, Inc. will post 1.5 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the company. Morgan Stanley upped their target price on BrightSpring Health Services from $40.00 to $48.00 and gave the company an "overweight" rating in a research note on Wednesday, March 4th. Wells Fargo & Company upped their price target on BrightSpring Health Services from $43.00 to $50.00 and gave the stock an "overweight" rating in a research note on Monday, March 2nd. Leerink Partners restated an "outperform" rating and set a $49.00 price target on shares of BrightSpring Health Services in a research note on Wednesday, March 18th. BMO Capital Markets restated an "outperform" rating and set a $60.00 price target on shares of BrightSpring Health Services in a research note on Friday. Finally, Cantor Fitzgerald set a $49.00 price target on BrightSpring Health Services in a research note on Monday, March 2nd. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus price target of $46.50.

About BrightSpring Health Services

BrightSpring Health Services NASDAQ: BTSG is a leading provider of home and community-based care and workforce solutions aimed at seniors, individuals with disabilities and those facing behavioral health challenges. The company's operations encompass a broad spectrum of services, including personal care, skilled nursing, therapy, habilitation and supported living, as well as specialized behavioral health programs delivered through both clinical and non-clinical channels.

Through its network of subsidiary brands, BrightSpring offers integrated care in the patient's home environment, fostering independence and improving quality of life.

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