Vanguard Group Inc. Acquires 576,906 Shares of BrightSpring Health Services, Inc. $BTSG

Vanguard Group Inc. boosted its holdings in shares of BrightSpring Health Services, Inc. (NASDAQ:BTSG) by 6.4% in the third quarter, HoldingsChannel reports. The firm owned 9,604,703 shares of the company’s stock after acquiring an additional 576,906 shares during the period. Vanguard Group Inc. owned approximately 0.05% of BrightSpring Health Services worth $283,915,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently bought and sold shares of BTSG. Lisanti Capital Growth LLC acquired a new position in BrightSpring Health Services during the 3rd quarter worth about $1,959,000. Federated Hermes Inc. increased its position in BrightSpring Health Services by 44.8% in the 3rd quarter. Federated Hermes Inc. now owns 319,200 shares of the company’s stock valued at $9,436,000 after acquiring an additional 98,745 shares in the last quarter. Prescott Group Capital Management L.L.C. bought a new position in shares of BrightSpring Health Services in the third quarter worth about $887,000. Ellsworth Advisors LLC acquired a new position in shares of BrightSpring Health Services during the third quarter worth approximately $983,000. Finally, Bailard Inc. acquired a new position in shares of BrightSpring Health Services during the third quarter worth approximately $378,000.

BrightSpring Health Services Price Performance

BTSG opened at $41.43 on Friday. The company has a fifty day moving average price of $39.13 and a two-hundred day moving average price of $33.33. The firm has a market capitalization of $7.47 billion, a PE ratio of 47.08, a P/E/G ratio of 0.57 and a beta of 2.36. BrightSpring Health Services, Inc. has a 52 week low of $15.48 and a 52 week high of $44.87. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.38 and a current ratio of 1.79.

BrightSpring Health Services (NASDAQ:BTSG) last posted its quarterly earnings results on Friday, February 27th. The company reported $0.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.34 by ($0.01). BrightSpring Health Services had a return on equity of 11.61% and a net margin of 1.04%.The company had revenue of $3.55 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same quarter in the prior year, the business earned $0.11 earnings per share. The firm’s revenue for the quarter was up 29.3% on a year-over-year basis. As a group, analysts anticipate that BrightSpring Health Services, Inc. will post 0.59 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on BTSG shares. Stephens assumed coverage on shares of BrightSpring Health Services in a report on Wednesday, December 10th. They issued an “overweight” rating and a $44.00 price target for the company. Weiss Ratings reiterated a “hold (c)” rating on shares of BrightSpring Health Services in a research report on Monday, December 29th. Wells Fargo & Company lifted their target price on BrightSpring Health Services from $39.00 to $43.00 and gave the company an “overweight” rating in a research note on Wednesday, January 7th. KeyCorp raised BrightSpring Health Services from a “sector weight” rating to an “overweight” rating and set a $45.00 price target on the stock in a research note on Friday, December 12th. Finally, TD Cowen reiterated a “buy” rating on shares of BrightSpring Health Services in a report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $41.33.

More BrightSpring Health Services News

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

• Positive Sentiment: Q4 revenue topped expectations: BrightSpring reported $3.55B in Q4 sales versus ~ $3.38B consensus and revenue was up ~29.3% YoY—this top-line beat is the primary driver of the stock’s uptick. BrightSpring Health Services (NASDAQ:BTSG) Posts Better-Than-Expected Sales In Q4 CY2025
• Positive Sentiment: Management gave FY2026 revenue guidance roughly in line with or slightly above Street expectations (about $14.5B–$15.0B vs. $14.6B consensus), which supports continued revenue-driven growth expectations. BrightSpring Health Services, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Full Year 2026 Guidance
• Neutral Sentiment: Management commentary and detail from the earnings call are available for investors evaluating margin drivers, mix and outlook; read the transcript for color on margin timing and growth drivers. BrightSpring (BTSG) Earnings Call Transcript
• Neutral Sentiment: Some company-provided guidance items were unclear in early release notes (EPS guidance not clearly stated in initial summaries); investors may await a management follow-up or the slide deck for clarification before fully re-pricing valuation.
• Neutral Sentiment: Reported short-interest figures for February appear to be erroneous (showing zero shares); treat those data points with caution as they won’t reliably explain share moves.
• Negative Sentiment: Q4 EPS missed consensus by $0.01 ($0.33 reported vs. $0.34 expected) and net margin remains slim (~1.0%), which keeps focus on profitability and justifies some valuation skepticism despite revenue growth. BrightSpring Health Services, Inc. (BTSG) Q4 Earnings Lag Estimates

BrightSpring Health Services Profile

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.