GW&K Investment Management LLC Has $58.85 Million Holdings in Bright Horizons Family Solutions Inc. $BFAM

Key Points

• GW&K Investment Management trimmed its stake in Bright Horizons by 4.0% in Q3, selling 22,472 shares and ending the period with 542,056 shares worth $58.85 million (about 0.96% of the company).
• The stock carries a consensus analyst rating of “Hold” with a consensus price target of $107.11, even as several firms (including BMO and Goldman) recently cut targets; the shares opened at about $75.79, well below the consensus target.
• Bright Horizons slightly beat the most recent quarterly estimates (EPS $1.15 vs. $1.13) and reported revenue of $733.7M (up 9.2% YoY), and provided FY2026 guidance of $4.90–$5.10 EPS.

GW&K Investment Management LLC decreased its holdings in Bright Horizons Family Solutions Inc. (NYSE:BFAM - Free Report) by 4.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 542,056 shares of the company's stock after selling 22,472 shares during the quarter. GW&K Investment Management LLC owned approximately 0.96% of Bright Horizons Family Solutions worth $58,851,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the stock. TimesSquare Capital Management LLC increased its stake in shares of Bright Horizons Family Solutions by 16.8% in the third quarter. TimesSquare Capital Management LLC now owns 200,475 shares of the company's stock valued at $21,766,000 after buying an additional 28,827 shares during the period. Quantbot Technologies LP boosted its holdings in Bright Horizons Family Solutions by 3,580.3% in the third quarter. Quantbot Technologies LP now owns 36,656 shares of the company's stock valued at $3,980,000 after acquiring an additional 35,660 shares during the last quarter. Universal Beteiligungs und Servicegesellschaft mbH increased its position in Bright Horizons Family Solutions by 24.5% during the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 56,252 shares of the company's stock valued at $6,107,000 after purchasing an additional 11,085 shares during the period. GSA Capital Partners LLP bought a new position in Bright Horizons Family Solutions during the 3rd quarter worth approximately $2,478,000. Finally, Y Intercept Hong Kong Ltd acquired a new position in shares of Bright Horizons Family Solutions in the 3rd quarter worth approximately $2,768,000.

Analyst Ratings Changes

BFAM has been the subject of several recent analyst reports. Wall Street Zen cut shares of Bright Horizons Family Solutions from a "buy" rating to a "hold" rating in a research report on Sunday, November 30th. BMO Capital Markets decreased their price target on 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. Morgan Stanley set a $70.00 price objective on Bright Horizons Family Solutions 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, The Goldman Sachs Group lowered their target price on 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. Four equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus price target of $107.11.

Bright Horizons Family Solutions Price Performance

Shares of NYSE:BFAM opened at $75.79 on Thursday. The company has a quick ratio of 0.52, a current ratio of 0.52 and a debt-to-equity ratio of 0.56. The stock's 50 day moving average is $88.53 and its 200-day moving average is $99.62. Bright Horizons Family Solutions Inc. has a twelve month low of $63.68 and a twelve month high of $132.99. The firm has a market capitalization of $4.18 billion, a price-to-earnings ratio of 22.56, a PEG ratio of 1.45 and a beta of 1.42.

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 (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 the consensus estimate of $727.44 million. During the same quarter in the previous year, the business earned $0.98 EPS. The company's quarterly revenue was up 9.2% on a year-over-year basis. Bright Horizons Family Solutions has set its FY 2026 guidance at 4.900-5.100 EPS. Sell-side analysts forecast that Bright Horizons Family Solutions Inc. will post 3.61 EPS for the current fiscal 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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