Comerica Bank Raises Stock Position in Bright Horizons Family Solutions Inc. $BFAM

Key Points

• Comerica Bank increased its stake in Bright Horizons by 92.9% to 173,701 shares (about 0.31% of the company), valuing the position at approximately $17.6 million.
• Analysts have trimmed price targets recently — notably Barclays cut its target from $160 to $95 — and the consensus rating is a Hold with an average target of $107.11 (4 Buy, 5 Hold, 1 Sell).
• Bright Horizons beat quarterly estimates with $1.15 EPS (vs. $1.13 consensus) and revenue of $733.7M (up 9.2% year-over-year), and set FY2026 guidance of 4.90–5.10 EPS.

Comerica Bank grew its holdings in Bright Horizons Family Solutions Inc. (NYSE:BFAM - Free Report) by 92.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 173,701 shares of the company's stock after acquiring an additional 83,666 shares during the period. Comerica Bank owned about 0.31% of Bright Horizons Family Solutions worth $17,613,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in BFAM. Financial Consulate Inc. purchased a new position in shares of Bright Horizons Family Solutions in the 3rd quarter valued at $26,000. TruNorth Capital Management LLC purchased a new position in shares of Bright Horizons Family Solutions in the 3rd quarter valued at $28,000. Rothschild Investment LLC raised its stake 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 valued at $37,000 after acquiring an additional 335 shares during the period. SJS Investment Consulting Inc. raised its stake 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 valued at $40,000 after acquiring an additional 363 shares during the period. Finally, Signaturefd LLC raised its stake 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 valued at $43,000 after acquiring an additional 109 shares during the period.

Analysts Set New Price Targets

A number of equities analysts have recently commented on BFAM shares. Barclays cut their target price on shares of Bright Horizons Family Solutions from $160.00 to $95.00 and set an "overweight" rating on the stock in a research note on Tuesday, February 17th. Morgan Stanley set a $70.00 target price on shares of Bright Horizons Family Solutions in a research note on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $99.00 target price on shares of Bright Horizons Family Solutions and gave the company a "hold" rating in a research note on Friday, February 13th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Bright Horizons Family Solutions in a research note on Monday, December 29th. Finally, Robert W. Baird set a $100.00 price target on shares of Bright Horizons Family Solutions in a research note on Friday, February 13th. Four analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of "Hold" and an average target price of $107.11.

Bright Horizons Family Solutions Trading Up 0.2%

NYSE:BFAM opened at $81.20 on Tuesday. 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 one year low of $63.68 and a one year high of $132.99. The business's 50-day simple moving average is $78.76 and its 200 day simple moving average is $91.02. The stock has a market cap of $4.29 billion, a price-to-earnings ratio of 24.17, a price-to-earnings-growth ratio of 1.37 and a beta of 1.31.

Bright Horizons Family Solutions (NYSE:BFAM - Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.15 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts' expectations of $727.44 million. During the same quarter in the previous year, the firm posted $0.98 earnings per share. The company's revenue 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. As a group, sell-side analysts predict that Bright Horizons Family Solutions Inc. will post 4.66 earnings per share for the current fiscal 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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