A Look At Bright Horizons (BFAM) Valuation After Q1 Results And S&P Index Additions
Bright Horizons Family Solutions (BFAM) has seen its stock price drop despite meeting Q1 revenue expectations and being added to several S&P indexes. The company is considered undervalued by its most followed narrative, with a fair value pegged at $97.11 per share, driven by anticipated margin improvements and steady growth. However, concerns remain about its P/E ratio appearing higher than industry averages and potential risks from soft center occupancy or rising labor costs.
AQR Capital (BFAM) discloses 3.33M shares, 6.04% holding
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have disclosed a 6.04% beneficial ownership stake in Bright Horizons Family Solutions Inc. (BFAM), totaling 3,326,674 shares. This filing, a Schedule 13G, indicates a passive investment as of March 31, 2026, with shared voting power over 3,223,780 shares. The report does not signal any intent to change control or upcoming transactions.
Kayne Anderson Rudnick reports 3.84M Bright Horizons holdings (BFAM)
Kayne Anderson Rudnick Investment Management, LLC has reported a beneficial ownership of 3,844,035 shares of Bright Horizons Family Solutions Inc. (BFAM), which represents 7.0% of the common stock as of March 31, 2026. This Schedule 13G/A filing details their sole voting power over 3,227,182 shares and shared voting power over 593,742 shares. The disclosure indicates a large passive stake with a neutral filing impact and sentiment, outlining the division of voting and dispositive powers.
Bright Horizons Family Solutions Inc.(NYSE: BFAM) added to S&P Composite 1500
Bright Horizons Family Solutions Inc. (NYSE: BFAM) has been added to the S&P Composite 1500. The company, a provider of early education, childcare, and workforce education services, also saw recent updates including its addition to S&P 1000 and S&P 600 indices. This announcement follows recent financial news, including Q1 2026 earnings results and a $600 million share buyback program.
Homethrive Expands Reach Through Partnership with Bright Horizons, Bringing Expert Caregiving Support to Working Families
Homethrive has partnered with Bright Horizons Family Solutions Inc. to power its new Care Advising solution, aiming to provide comprehensive caregiving support to working families. This collaboration seeks to offer a single platform for employers to support employees navigating complex caregiving challenges, from eldercare to neurodiversity and end-of-life planning. The initiative addresses the growing pressure on employers to offer integrated care solutions as caregiving increasingly impacts employee retention.
New Bright Horizons service helps workers manage aging parents, care challenges
Bright Horizons (NYSE: BFAM) has partnered with Homethrive to launch a new "Care Advising" solution, aimed at helping employers support working families with complex caregiving needs. This unified platform addresses challenges such as aging-in-place, Medicare navigation, neurodiversity, and end-of-life planning. The collaboration seeks to streamline caregiving support for employees, as caregiving attrition is a significant reason workers leave their jobs.
Homethrive Extends Employer Reach Via Bright Horizons Caregiving Partnership
Homethrive has partnered with Bright Horizons Family Solutions Inc. to integrate its caregiving platform into Bright Horizons' new Care Advising solution. This collaboration aims to provide comprehensive caregiving support for employees of large employers, addressing senior care, neurodiversity, and complex care navigation. The partnership is expected to help employers reduce turnover, improve productivity, and enhance employee well-being by offering streamlined access to care benefits.
CapEx per share of Bright Horizons Family Solutions, Inc. – SWB:BHA
This article provides financial data for Bright Horizons Family Solutions, Inc. (SWB:BHA), specifically focusing on its Capital Expenditure (CapEx) per share. The content presents a table with period, value, and change metrics for this financial indicator, sourced from various financial data providers.
Goldman Sachs (NYSE: BFAM) reports 1.71M-share, 3.1% passive stake
Goldman Sachs Asset Management has filed an amended Schedule 13G, disclosing a 3.1% passive stake in Bright Horizons Family Solutions Inc. (BFAM), totaling 1,712,852 beneficially owned shares as of March 31, 2026. The filing indicates shared voting power of 1,639,732.50 shares and shared dispositive power of 1,712,852 shares. This Schedule 13G/A signals a passive investment intent rather than an active attempt to influence the company's control.
Bright Horizons Family Solutions Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:BFAM) 2026-05-10
Bright Horizons Family Solutions Inc. (NYSE:BFAM) has published its Q1 2026 earnings call presentation. The company reported EPS of $0.82, beating estimates by $0.02, and revenue of $712.22M, which was a 7.02% year-over-year increase but missed estimates by $1.48M. The presentation, released on May 10, 2026, details these results for investors and stakeholders.
UBS Group AG Sells 222,810 Shares of Bright Horizons Family Solutions Inc. $BFAM
UBS Group AG significantly reduced its stake in Bright Horizons Family Solutions Inc. (NYSE:BFAM) by selling 222,810 shares, bringing its total holding to 303,535 shares. Amidst these changes, other institutional investors like M&T Bank Corp and Impax Asset Management increased their positions. Despite several price target cuts, analysts maintain a "Hold" consensus rating for Bright Horizons, with a target price of $100.44.
Number of shareholders of Bright Horizons Family Solutions, Inc. – LS:A1KB0K
This page provides financial information for Bright Horizons Family Solutions, Inc. (A1KB0K) on the TradingView platform. It shows an overview of the company, with market data provided by ICE Data Services and reference data by FactSet. The article primarily details the section focusing on the "Number of shareholders."
Bright Horizons Family Solutions Inc (BFAM) Stock Up 3.3% and Still Undervalued -- GF Score: 75/100
Bright Horizons Family Solutions Inc (BFAM) shares rose 3.3% to $70.59 on May 9, 2026, and are considered undervalued with a GF Value™ of $133.05, representing a 46.9% margin of safety. Despite a strong GF Score™ of 75/100, driven by high profitability and growth ranks, the stock has low valuation and momentum ranks, and the absence of insider transactions over the last three months suggests caution due to a potential value trap. Investors are advised to conduct thorough due diligence before making investment decisions.
Bright Horizons and Remitly join S&P SmallCap 600 as two deals close
Bright Horizons Family Solutions (BFAM) and Remitly Global (RELY) are set to join the S&P SmallCap 600 index effective May 14, 2026. This change follows the removal of Tri Pointe Homes (TPH) and Apellis Pharmaceuticals (APLS) due to their pending acquisitions by Sumitomo Forestry and Biogen, respectively. The index adjustments are expected to influence demand for the involved stocks from passive funds.
Pictet Asset Management Holding SA Has $799,000 Stake in Bright Horizons Family Solutions Inc. $BFAM
Pictet Asset Management Holding SA significantly reduced its stake in Bright Horizons Family Solutions Inc. by 91.9%, selling 88,967 shares and retaining 7,875 shares valued at $799,000. Despite this, Bright Horizons exceeded Q1 earnings expectations and reaffirmed its full-year 2026 adjusted EPS guidance, with mixed analyst sentiment resulting in a "Hold" consensus rating. Other institutional investors, such as Inscription Capital LLC and Impax Asset Management Group plc, increased their positions in the company during the fourth quarter.
Bright Horizons and Remitly join S&P SmallCap 600 as two deals close
Bright Horizons Family Solutions (BFAM) and Remitly Global (RELY) are set to join the S&P SmallCap 600 index effective May 14, 2026. This change follows the removal of Tri Pointe Homes (TPH) and Apellis Pharmaceuticals (APLS) from the index due to their pending acquisitions by Sumitomo Forestry and Biogen, respectively. The additions and removals are expected to impact demand for the involved stocks from index-tracking funds, with APLS trading near its acquisition price.
S&P Dow Jones Indices announced that education service provider Bright Horizons Family Solutions and digital remittance service provider Remitly Global, Inc. will soon be included as constituents of the S&P SmallCap 600 Index.
S&P Dow Jones Indices has announced that Bright Horizons Family Solutions and Remitly Global, Inc. will be added to the S&P SmallCap 600 Index. This inclusion reflects the companies' growth and market performance, and such index adjustments are expected to draw investor attention and potentially influence stock prices and fund allocations.
Bright Horizons Family Solutions and Remitly Global Set to Join S&P SmallCap 600
Bright Horizons Family Solutions (BFAM) and Remitly Global (RELAY) are slated to join the S&P SmallCap 600 index. BFAM will replace Mesa Air Group (MESA) and RELAY will replace Seritage Growth Properties (SRG) in the index. These changes are effective prior to the open of trading on May 20, 2026.
Bright Horizons (NYSE: BFAM) grows Q1 2026 revenue as earnings ease
Bright Horizons (NYSE: BFAM) reported a 7% increase in Q1 2026 revenue, reaching $712.2 million, driven by growth in both full-service child care and back-up care segments. Despite the revenue growth, net income decreased to $34.1 million from $38.0 million in the prior year, attributed to higher labor, benefits, and interest costs. The company repurchased approximately 2.9 million shares for $224.8 million during the quarter and maintained a strong liquidity position.
Bright Horizons Q1 EPS Holds Firm As Margin Story Supports Bullish Narratives
Bright Horizons Family Solutions (BFAM) reported Q1 2026 results with revenue of US$712.2 million and EPS of US$0.63, alongside trailing twelve-month revenue of US$3.0 billion and EPS of US$3.37. The company's 6.3% net profit margin and 17.3% earnings growth over the trailing twelve months support a bullish narrative regarding operational efficiency, despite concerns about low single-digit enrollment growth and ongoing center closures. Bulls also point to a significant discount to DCF fair value, while bears highlight the P/E premium, high debt, and modest revenue growth forecasts.
Bright Horizons Family Solutions Stock Tumbled 22% – Opportunity or Trap?
Bright Horizons Family Solutions (BFAM) stock has recently fallen by 22.2% in less than a month, prompting an analysis of whether this dip presents a buying opportunity or a trap. While the stock passes basic financial quality checks, historical data on similar sharp dips indicates a median 12-month return of -8.4% with a 25% median peak return. The article suggests that investing through diversified portfolios like the Trefis High Quality (HQ) Portfolio could be a more reliable approach than speculating on individual stock dips due to their unpredictability.
UBS Group Lowers Bright Horizons Family Solutions (NYSE:BFAM) Price Target to $88.00
UBS Group has reduced its price target for Bright Horizons Family Solutions (NYSE:BFAM) to $88.00 from $93.00, maintaining a "neutral" rating. This adjustment comes amidst several analysts trimming their price targets, though the consensus remains a "Hold" with an average target of $100.44. Despite beating Q1 EPS estimates, the company's shares dropped by 18.5% due to a slight revenue miss and merely reaffirmed FY-2026 guidance, leading to investor selling even as institutional investors increased their positions.
Bright Horizons Named 2026 Best Place to Work by Boston Business Journal
Bright Horizons has been recognized by the Boston Business Journal as a 2026 Best Place to Work, highlighting its outstanding workplace culture and dedication to employees. The company, a leading provider of early education, child care, and educational advisory services, employs over 32,000 people globally and 2,000 in Massachusetts. This award is based on employee engagement surveys covering work environment, job satisfaction, and benefits, underscoring Bright Horizons' commitment to a supportive and inclusive culture.
Bright Horizons Family Solutions Inc. (NYSE:BFAM) Q1 2026 Earnings Call Transcript
Bright Horizons Family Solutions Inc. reported Q1 2026 earnings, exceeding EPS expectations with $0.82 against an anticipated $0.79. The company reaffirmed its full-year 2026 revenue guidance of $3.075 billion to $3.125 billion and adjusted EPS of $4.90 to $5.10, driven by strong performance in Backup Care and strategic initiatives despite headwinds from their Australian operations. Management highlighted their unified go-to-market strategy, increased client penetration, and expansion of care ecosystems as key drivers for long-term growth.
How Bright Horizons’ Mixed Q1 2026 Results and Reaffirmed Outlook Will Impact Bright Horizons (BFAM) Investors
Bright Horizons Family Solutions Inc. reported mixed Q1 2026 results with sales rising to US$712.22 million, but net income and diluted EPS decreased. Despite this, management reaffirmed its full-year 2026 revenue and adjusted EPS guidance, emphasizing sustained double-digit revenue growth in Backup Care and ongoing share repurchases. The company's investment narrative hinges on the continued traction of employer-sponsored childcare and the recovery of margins in full-service centers.
BRIGHT HORIZONS FAMILY SOLTN ($BFAM) Releases Q1 2026 Earnings
BRIGHT HORIZONS FAMILY SOLTN ($BFAM) announced Q1 2026 earnings, reporting $0.82 per share, which beat estimates, but revenue of $712,220,000 missed expectations. The article also details hedge fund activity, showing both increases and decreases in institutional investor positions, and provides recent analyst ratings and price targets for the company.
Bright Horizons Family Solutions (NYSE:BFAM) Issues FY 2026 Earnings Guidance
Bright Horizons Family Solutions (NYSE:BFAM) has issued its FY 2026 earnings guidance, projecting EPS between $4.90 and $5.10 and revenue of $3.1 billion, which aligns with analyst expectations. The company recently beat its Q1 EPS estimates but slightly missed on revenue. Analysts currently rate BFAM as "Hold" with a consensus price target of $107.11.
Bright Horizons: Q1 Earnings Snapshot
Bright Horizons Family Solutions Inc. (BFAM) reported a strong first quarter, exceeding Wall Street expectations with a net income of $34.1 million and adjusted earnings of 82 cents per share. The company posted revenue of $712.2 million, also beating forecasts, and provided a positive outlook for full-year earnings and revenue despite a recent drop in its stock price.
Earnings Flash (BFAM) Bright Horizons Family Solutions Inc. Reports Q1 Revenue $712.2M, vs. FactSet Est of $713.3M
Bright Horizons Family Solutions Inc. (BFAM) reported its Q1 revenue at $712.2 million, which fell slightly short of the FactSet estimate of $713.3 million. The company's stock symbol is BFAM, and the news was published by MT Newswires.
Bright Horizons (NYSE: BFAM) Q1 2026 earnings, cash flow and 2026 guidance
Bright Horizons Family Solutions reported solid Q1 2026 results with revenue up 7% to $712.2 million, driven by tuition increases and higher back-up care utilization. While GAAP net income decreased by 10% to $34.1 million due to higher taxes and interest, non-GAAP adjusted EBITDA rose 4% to $95.6 million and adjusted EPS increased to $0.82. The company also generated strong operating cash flow of $107.7 million and reaffirmed its full-year 2026 revenue guidance of $3.075 billion to $3.125 billion and diluted adjusted EPS of $4.90 to $5.10.
Bright Horizons Family Solutions Reports Financial Results for the First Quarter of 2026
Bright Horizons Family Solutions (NYSE: BFAM) announced its financial results for the first quarter of 2026, reporting a 7% increase in revenue to $712 million and a 4% increase in income from operations to $65 million compared to the prior year. Despite a decrease in net income and diluted earnings per common share, the company reaffirmed its financial guidance for the full year 2026, anticipating revenue between $3.075 billion and $3.125 billion and diluted adjusted earnings per common share between $4.90 and $5.10. The growth was primarily driven by tuition increases and increased utilization of back-up care services.
Bright Horizons earnings on deck: Can backup care offset center woes?
Bright Horizons Family Solutions Inc. is set to report first-quarter earnings, with investors keenly watching if its fast-growing backup care business can outshine ongoing challenges in its traditional childcare centers. Analysts are expecting 79 cents per share on $712.8 million in revenue, and believe the stock has potential for roughly 20% upside. Key factors influencing the stock's reaction include backup care performance, persistent low full-service center enrollment, and crucial guidance for the upcoming period, especially after a recent share repurchase program announcement.
Bright Horizons Family Solutions Inc. $BFAM Stock Holdings Raised by Conestoga Capital Advisors LLC
Conestoga Capital Advisors LLC significantly increased its stake in Bright Horizons Family Solutions Inc. ($BFAM) by 25% in the fourth quarter, now owning over 1.1 million shares valued at approximately $111.6 million. Other major institutions like Capital World Investors and State Street Corp also expanded their positions, indicating strong institutional confidence. Bright Horizons recently surpassed Q4 earnings estimates and provided optimistic FY2026 guidance, while analysts maintain a consensus "Hold" rating with a $107.11 price target.
Bright Horizons Family Solutions, Inc. Experiences Valuation Adjustment Amidst Competitive Market Landscape
Bright Horizons Family Solutions, Inc. has adjusted its valuation, now showing a P/E ratio of 22 and a price-to-book value of 3.15. The company's financial metrics, including a 13.94% return on capital employed and 14.24% return on equity, position it competitively within its industry. This valuation revision highlights Bright Horizons' standing among its peers in a dynamic market.
Bright Horizons Family Solutions Adjusts Valuation Amid Mixed Financial Performance Indicators
Bright Horizons Family Solutions, Inc. has seen its valuation grade adjusted to a more balanced assessment, driven by mixed financial indicators. Despite a negative performance in December 2025, the company has consistently posted positive results in the last five quarters, including a strong return on capital employed and notable net profit growth. Key metrics include a P/E ratio of 22 and a PEG ratio of 0.57, suggesting a favorable growth outlook.
Vanguard reports 2.93M-share stake in Bright Horizons (BFAM)
Vanguard Capital Management reported a passive 5.31% stake in Bright Horizons Family Solutions (BFAM), totaling 2,929,997 shares, through a Schedule 13G filing. The filing indicates Vanguard's sole dispositive power over all shares and sole voting power over 434,866 shares. This disclosure is considered routine for institutional holders and clarifies the allocation of powers across Vanguard's affiliated entities.
Bright Horizons upgraded by Robert W. Baird with a new price target
Robert W. Baird has upgraded Bright Horizons Family Solutions Inc. (BFAM) and set a new price target of $140.00. This analyst rating is part of real-time market data insights provided by Quantisnow, a platform that aggregates various financial news and data for retail investors. The article also provides a list of recent analyst ratings for BFAM and related news.
Bright Horizons Family Solutions (BFAM) to Release Earnings on Tuesday
Bright Horizons Family Solutions (BFAM) is scheduled to release its Q1 2026 earnings on Tuesday, May 5th, with analysts forecasting earnings of $0.79 per share and $712.83 million in revenue. The company previously beat estimates in its last quarter with $1.15 EPS and $733.7 million in revenue. BFAM currently holds a consensus "Hold" rating from analysts, with a target price of $107.11.
Comerica Bank Raises Stock Position in Bright Horizons Family Solutions Inc. $BFAM
Comerica Bank significantly increased its stake in Bright Horizons Family Solutions Inc. ($BFAM), boosting its holdings by 92.9% to 173,701 shares, now valued at approximately $17.6 million. Despite some analysts trimming price targets, Bright Horizons recently exceeded quarterly earnings estimates with $1.15 EPS on revenue of $733.7 million, and has provided a positive FY2026 guidance of 4.90–5.10 EPS. The stock currently holds an average "Hold" rating from analysts with an average target price of $107.11.
Zurcher Kantonalbank Zurich Cantonalbank Boosts Holdings in Bright Horizons Family Solutions Inc. $BFAM
Zurcher Kantonalbank Zurich Cantonalbank significantly increased its stake in Bright Horizons Family Solutions Inc. (NYSE:BFAM) by 94.3% in the fourth quarter, now owning 30,735 shares valued at approximately $3.12 million. This increase comes as Bright Horizons exceeded quarterly earnings expectations with $1.15 EPS and $733.7 million in revenue. Despite recent analyst price target cuts, the company maintains an average "Hold" rating with a consensus price target of $107.11.
Impax Asset Management Group plc Acquires 14,606 Shares of Bright Horizons Family Solutions Inc. $BFAM
Impax Asset Management Group plc increased its stake in Bright Horizons Family Solutions Inc. (NYSE:BFAM) by 66.9% in the fourth quarter, acquiring 14,606 additional shares to reach a total of 36,428 shares valued at $3.69 million. Despite recent analyst target trims, the company beat Q4 earnings and revenue estimates and provided positive FY2026 guidance. The stock is currently trading near its 50-day moving average, holding a "Hold" consensus rating with a target price of $107.11.
Bright Horizons Education Index Puts AI Skills Gap In Investor Focus
Bright Horizons' 2025 Education Index highlights a significant AI skills gap in the workforce, with many employees feeling unprepared for AI despite anticipating job changes. This puts Bright Horizons (NYSE:BFAM) in focus as a potential partner for employers seeking AI training and education benefits. Investors should consider both the opportunities for growth through expanding education benefits and risks from alternative training providers.
Bright Horizons Family Solutions Inc. $BFAM Shares Bought by M&T Bank Corp
M&T Bank Corp significantly increased its stake in Bright Horizons Family Solutions Inc. (NYSE:BFAM) during the 4th quarter, acquiring 134,951 additional shares to hold a total of 136,904 shares valued at approximately $13.88 million. Despite this increased institutional interest, the company's shares were down about 4.1% at $81.48, and analysts maintain a consensus "Hold" rating with an average price target of $107.11. Bright Horizons slightly surpassed quarterly EPS estimates and reported a 9.2% increase in revenue year-over-year.
Bright Horizons Education Index Puts AI Skills Gap In Investor Focus
Bright Horizons Family Solutions recently released its 2025 Education Index, highlighting a significant skills gap in the workforce regarding AI. Many employees feel unprepared for AI-driven changes, creating a demand for employer-funded AI training. This presents an opportunity for Bright Horizons through its EdAssist program, though the company faces competition from other learning platforms.
Is Bright Horizons Family Solutions Inc (BFAM) a Bargain After 3.9% Drop? GF Value Says Undervalued
Bright Horizons Family Solutions Inc (BFAM) shares dropped 3.9% to $81.70, placing it 37.6% below its GF Value™ estimate of $131.03, indicating it is significantly undervalued. The company boasts a strong GF Score™ of 80/100, driven by excellent growth and profitability metrics, despite a lower valuation and momentum score. There has been no insider trading activity in the last three months, suggesting a cautious stance among insiders.
Cwm LLC Has $4.86 Million Stake in Bright Horizons Family Solutions Inc. $BFAM
Cwm LLC significantly increased its stake in Bright Horizons Family Solutions Inc. (NYSE:BFAM) by 44.5% in the fourth quarter, now holding 47,881 shares valued at approximately $4.86 million. This increase makes Cwm LLC own about 0.08% of the company. Bright Horizons recently reported earnings slightly above expectations and provided a positive fiscal year 2026 guidance, while analysts generally hold a "Hold" rating with a target price of $107.11.
As Employers Reset for Spring, Workers Say Skills Gaps Are the Real Clutter
A new report from EdAssist by Bright Horizons reveals that skills gaps, particularly concerning AI, are creating significant workforce challenges. The 2025 EdAssist by Bright Horizons Education Index indicates that while 42% of employees expect AI to significantly change their roles in the next year, 34% feel unprepared. However, AI usage jumps dramatically from 17% to 76% when employers provide training, highlighting the critical role of employer-sponsored education in bridging the readiness gap and boosting productivity.
Bright Horizons Family Solutions Announces Date of First Quarter 2026 Earnings Release and Conference Call
Bright Horizons Family Solutions Inc. (NYSE: BFAM) will release its first quarter 2026 earnings on Tuesday, May 5, 2026, after the stock market closes. The company will then host a conference call at 5:00 p.m. ET with investors and analysts to discuss the results, business outlook, and strategy. Replays of the call will be available until May 19, 2026.
Bright Horizons: A Clear Re-Rating Candidate (NYSE:BFAM)
Bright Horizons (BFAM) is poised for a re-rating if it meets its full-year guidance after strategically closing 5% of its unprofitable centers. The company's high-margin back-up care segment is a key growth driver, with the closures designed to improve overall operating profile and margin mix. Despite a recent stock decline, the article suggests a significant upside with a price target of $121, based on an attractive forward P/E, though risks like NYC's universal childcare proposals and macro-driven unemployment exist.
[ARS] BRIGHT HORIZONS FAMILY SOLUTIONS INC. SEC Filing
This article reports on an ARS SEC filing by BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) on April 20, 2026, at 06:15 AM UTC. The filing is assessed to have a low impact and neutral sentiment. The article provides a link to view the full PDF document on SEC EDGAR and includes stock overview information, recent news, and other SEC filings for BFAM.
