Bright Horizons Family Solutions (NYSE:BFAM) Issues FY 2026 Earnings Guidance

Bright Horizons Family Solutions (NYSE:BFAM) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 5.050-5.150 for the period, compared to the consensus EPS estimate of 4.940. The company issued revenue guidance of $3.1 billion-$3.1 billion, compared to the consensus revenue estimate of $3.1 billion.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on BFAM shares. Morgan Stanley cut their price target on shares of Bright Horizons Family Solutions from $70.00 to $68.00 and set an “underweight” rating on the stock in a research report on Friday. Weiss Ratings restated a “sell (d+)” rating on shares of Bright Horizons Family Solutions in a report on Wednesday. UBS Group set a $88.00 target price on Bright Horizons Family Solutions in a research report on Friday. Finally, JPMorgan Chase & Co. dropped their target price on Bright Horizons Family Solutions from $115.00 to $105.00 and set an “overweight” rating on the stock in a report on Wednesday, May 6th. Four investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $95.88.

Bright Horizons Family Solutions Stock Performance

Bright Horizons Family Solutions stock traded down $3.34 during midday trading on Friday, reaching $74.61. 696,158 shares of the company’s stock were exchanged, compared to its average volume of 1,040,817. Bright Horizons Family Solutions has a 52 week low of $57.63 and a 52 week high of $130.76. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.46 and a current ratio of 0.46. The firm has a market cap of $3.93 billion, a price-to-earnings ratio of 22.58, a P/E/G ratio of 1.42 and a beta of 1.15. The stock’s 50-day simple moving average is $69.54 and its 200 day simple moving average is $76.71.

Bright Horizons Family Solutions (NYSE:BFAM) last announced its quarterly earnings results on Thursday, July 30th. The company reported $1.28 earnings per share for the quarter, topping analysts’ consensus estimates of $1.21 by $0.07. Bright Horizons Family Solutions had a return on equity of 18.01% and a net margin of 6.35%.The firm had revenue of $779.18 million for the quarter, compared to the consensus estimate of $774.84 million. During the same quarter in the previous year, the business earned $1.07 earnings per share. The business’s revenue was up 6.4% compared to the same quarter last year. Bright Horizons Family Solutions has set its FY 2026 guidance at 5.050-5.150 EPS. On average, analysts expect that Bright Horizons Family Solutions will post 4.64 earnings per share for the current fiscal year.

Insider Buying and Selling at Bright Horizons Family Solutions

In related news, COO Mary Lou Burke sold 500 shares of the stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $80.00, for a total value of $40,000.00. Following the sale, the chief operating officer owned 33,345 shares in the company, valued at approximately $2,667,600. This represents a 1.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.21% of the company’s stock.

Hedge Funds Weigh In On Bright Horizons Family Solutions

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Fuller & Thaler Asset Management Inc. bought a new position in shares of Bright Horizons Family Solutions in the fourth quarter valued at about $191,952,000. Janus Henderson Group PLC boosted its holdings in shares of Bright Horizons Family Solutions by 2,536.7% during the 4th quarter. Janus Henderson Group PLC now owns 656,173 shares of the company’s stock worth $66,535,000 after buying an additional 631,287 shares during the period. AQR Capital Management LLC grew its stake in Bright Horizons Family Solutions by 64.4% in the 4th quarter. AQR Capital Management LLC now owns 1,579,757 shares of the company’s stock valued at $160,124,000 after buying an additional 619,067 shares during the last quarter. Two Sigma Investments LP grew its stake in Bright Horizons Family Solutions by 358.5% in the 3rd quarter. Two Sigma Investments LP now owns 494,382 shares of the company’s stock valued at $53,675,000 after buying an additional 386,558 shares during the last quarter. Finally, Voloridge Investment Management LLC raised its holdings in Bright Horizons Family Solutions by 1,638.6% in the 3rd quarter. Voloridge Investment Management LLC now owns 395,272 shares of the company’s stock valued at $42,915,000 after acquiring an additional 372,537 shares during the period.

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.