Perpetual Ltd Sells 15,106 Shares of Bright Horizons Family Solutions Inc. $BFAM

Key Points

• Perpetual Ltd cut its stake in Bright Horizons by 85.7%, selling 15,106 shares in Q4 and leaving it with 2,520 shares valued at $256,000.
• Bright Horizons beat Q earnings estimates with $1.15 EPS vs. $1.13 expected and revenue of $733.7M (+9.2% YoY), and set FY2026 EPS guidance of 4.90–5.10.
• Analyst sentiment is mixed — the consensus is a Hold with an average price target of $107.11 and recent downgrades (e.g., Barclays to $95) — while the stock trades near $84.38 within a 52-week range of $63.68–$132.99.

Perpetual Ltd lessened its stake in Bright Horizons Family Solutions Inc. (NYSE:BFAM - Free Report) by 85.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,520 shares of the company's stock after selling 15,106 shares during the quarter. Perpetual Ltd's holdings in Bright Horizons Family Solutions were worth $256,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the stock. Public Employees Retirement System of Ohio raised its stake in Bright Horizons Family Solutions by 0.6% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 18,128 shares of the company's stock valued at $1,968,000 after acquiring an additional 110 shares during the period. Cibc World Market Inc. raised its stake in Bright Horizons Family Solutions by 2.2% in the 3rd quarter. Cibc World Market Inc. now owns 6,504 shares of the company's stock valued at $706,000 after acquiring an additional 137 shares during the period. Inspire Advisors LLC raised its stake in Bright Horizons Family Solutions by 2.3% in the 3rd quarter. Inspire Advisors LLC now owns 6,582 shares of the company's stock valued at $715,000 after acquiring an additional 147 shares during the period. MML Investors Services LLC raised its stake in Bright Horizons Family Solutions by 1.7% in the 2nd quarter. MML Investors Services LLC now owns 9,098 shares of the company's stock valued at $1,124,000 after acquiring an additional 150 shares during the period. Finally, Geneos Wealth Management Inc. raised its stake in Bright Horizons Family Solutions by 98.8% in the 1st quarter. Geneos Wealth Management Inc. now owns 336 shares of the company's stock valued at $43,000 after acquiring an additional 167 shares during the period.

Bright Horizons Family Solutions Trading Up 0.7%

Bright Horizons Family Solutions stock opened at $84.38 on Tuesday. The stock has a market cap of $4.65 billion, a P/E ratio of 25.11, a PEG ratio of 1.41 and a beta of 1.31. 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 fifty day moving average price is $79.36 and its 200-day moving average price is $93.40. 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 (NYSE:BFAM - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The company reported $1.15 earnings per share for the quarter, topping the consensus estimate of $1.13 by $0.02. The company 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 for the quarter was up 9.2% compared to the same quarter last year. During the same period in the prior year, the business earned $0.98 earnings per share. Bright Horizons Family Solutions has set its FY 2026 guidance at 4.900-5.100 EPS. Equities research analysts forecast that Bright Horizons Family Solutions Inc. will post 3.61 earnings per share for the current fiscal year.

Analyst Ratings Changes

BFAM has been the topic of a number of analyst reports. Barclays lowered 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 report on Tuesday, February 17th. Morgan Stanley set a $70.00 price target on Bright Horizons Family Solutions in a research report on Friday, February 13th. The Goldman Sachs Group decreased their price target on Bright Horizons Family Solutions from $130.00 to $112.00 and set a "buy" rating on the stock in a research report on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $99.00 price target on Bright Horizons Family Solutions and gave the company a "hold" rating in a research report on Friday, February 13th. Finally, Weiss Ratings reiterated a "hold (c)" rating on shares of Bright Horizons Family Solutions in a research report on Monday, December 29th. Four equities research 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's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $107.11.

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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