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USConsumer Cyclical

Bright Horizons Family Solutions Inc (BFAM)

US · Consumer Cyclical · Personal Services

$67.09-2.32%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$779.2M
Revenue YoY
+6.5%
Net profit
$40.6M
Profit YoY
-25.8%
EPS
$1.19
EPS estimate
$1.11
Net margin
5.2%

EPS came in at 1.19 against a street estimate of 1.11 — a beat of 7.2%.

Key statistics

Market cap
$3.17B
P/E
20.7
Forward P/E
15.0
P/B
3.36
Book value
$19.16
EPS (TTM)
$3.15
52-week high
$113.88
52-week low
$57.63
50-day MA
$73.68
200-day MA
$80.13
Beta
1.15

Analyst view

Analysts rate Bright Horizons Family Solutions Inc a buy (6 buy, 3 hold, 1 sell out of 10) with an average price target of $89.44.

From the latest earnings call · 2026-07-30

CONFIDENT Q2 revenue +7% to $779M, adjusted EPS +20% to $1.28. Back-up care surged 19%, full-service grew 3% amid Australia headwinds. FY26 guidance raised; margins expanding across segments. Q2 2026 Australia deterioration offset by UK recovery; company evaluating strategic options for Australian portfolio. Analysts pressed on back-up margin sustainability (execs confirmed 28–30% target), full-service center mix and closure roadmap (clarified 25–50 candidates by 2028), and new client ramp rates (management noted maturation in line with history). Australia strategic options remained vague pending ongoing review. 2026-07-30…

Full summary in the app.

Shareholding

Insiders
1.10%
Institutions
123.38%

Largest institutional holders

FundStake
Kayne Anderson Rudnick Investment Management LLC7.90%
AQR Capital Management LLC6.84%
BlackRock Inc6.09%
Vanguard Capital Management, LLC5.13%
Abrams Bison Investments, LLC4.92%
Vanguard Portfolio Management, LLC4.51%
JPMorgan Chase & Co4.44%
The Goldman Sachs Group Inc3.96%

Recent filings & reports

DocumentDate
Quarterly report · Q2 2026
BRIGHT HORIZONS FAMILY SOLUTIONS INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (6M 2026): $1,491.4 million vs. $1,397.1 million (6M 2025) —
2026-08-06
Results announced · Q3 2026
BRIGHT HORIZONS FAMILY SOLUTIONS - Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Revenue: $779.2 million in Q2 2026, up 7% from $731.6 million in Q2
2026-07-30
Shareholder vote results · Q2 2026
BRIGHT HORIZONS FAMILY SOLUTIONS INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held June 3, 2026 • Total votes cast across p
2026-06-03
Material agreement · Q2 2026
BRIGHT HORIZONS FAMILY SOLUTIONS INC. — 8-K SUMMARY HEADLINE NUMBERS • Company executed Fifth Amendment to credit agreement on June 1, 2026 • Added
2026-06-01
Quarterly report · Q1 2026
BRIGHT HORIZONS FAMILY SOLUTIONS INC. – Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Revenue: $712.2 million (Q1 2026) vs. $665.5 million (Q1 2025)
2026-05-07
Results announced · Q2 2026
BRIGHT HORIZONS FAMILY SOLUTIONS - Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $712.2 million, up 7% year-over-year (+$46.7 million) • Incom
2026-05-05
Proxy statement · Q2 2026
BRIGHT HORIZONS FAMILY SOLUTIONS INC. — 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect six directors for one-year terms: Law
2026-04-20
Annual report FY2025
BRIGHT HORIZONS FAMILY SOLUTIONS INC. - 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Market value of common stock (non-affiliates, as of June 30, 2
2026-02-26

Readable in the app.

Deals & corporate news

AnnouncementDate
Q2 2026 results announced with updated full-year 2026 financial guidance
Bright Horizons Family Solutions Inc. (BFAM) filed an 8-K on July 30, 2026 announcing Q2 2026 financial results for the quarter ended June 30, 2026, along with updated 2026 full-year guidanc
2026-07-30
Board authorizes new $600 million share repurchase program
Bright Horizons Family Solutions announced a new $600 million share repurchase program on March 9, 2026. This replaces the previous $500 million authorization from June 2025, which had $127.
2026-03-09
Financial results and 2026 forward guidance provided
Bright Horizons Family Solutions announced changes to its executive compensation structure effective for fiscal year 2026. The company's Compensation Committee revised its Long-Term Incentiv
2026-02-12
Q3 2025 results announced with updated full-year 2025 financial guidance
Bright Horizons Family Solutions Inc. (BFAM), a childcare and education services company, filed an 8-K on October 30, 2025, announcing Q3 2025 financial results and updated full-year 2025 gu
2025-10-30

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Data updated 2026-09-18.