BTSG

BrightSpring Health Services, Inc.

Nasdaq · Services-Home Health Care Services · Inc. DE · CIK 0001865782
$63.23 +0.24% $12.5B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)32 New Institutional Positions10 Institutional Exits
Vol
Market Cap$12.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders50 funds
Inst. Value$5.1B
Inst. Activity32 buys / 10 sells
Insider Activity0B / 6S
Insider Net $-$2.5B
SEC Reports8
Press Releases4
Exchange Nasdaq·Sector Services-Home Health Care Services·Inc. DE·CIK 0001865782·Prev Close $63.08

Recent Activity

Jun 12, 2026 SEC
KKR, the majority PE sponsor, and management sold ~$1.73B in BTSG shares through a secondary offering on June 5, 2026, w
CLUSTER — Impact 7/10
Jun 12, 2026 other
BrightSpring Health Services, Inc. Welcomes Dr. Nigam H. Shah to Board of Directors
<p align="justify" style="padding-left:0pt;">LOUISVILLE, Ky., June 12, 2026 (GLOBE NEWSWIRE) -- Br
Jun 11, 2026 SEC
Three mega-passive institutional investors (State Street, T. Rowe Price, Schwab) accumulated $37.3M in BrightSpring Heal
INST-CLUSTER — Impact 3/10
Jun 11, 2026 Insider
Shah Nigam H. was granted 4,013 shares
Director
Jun 5, 2026 SEC
Massive insider selling cluster at BrightSpring Health coincides with a planned secondary offering of 15M shares by KKR
CLUSTER — Impact 5/10
Jun 5, 2026 Insider
KKR Phoenix Aggregator L.P. sold 14,669,771 shares
10%+ Owner @ $58.45 ($857.5M)
Jun 5, 2026 Insider
KKR Phoenix Aggregator L.P. gifted 36,927 shares
10%+ Owner
Inst.
MARSHALL WACE, LLP — ADD
2,654,358 shares ($113.1M)

Price Targets

$62.56 -1.1% upside Hold
Current $63.23 Low $49.00 Median $63.50 High $71.00 16 analysts
$49.00 $71.00

Analyst Ratings

Strong Buy95% buy · 22 analysts
8Strong Buy
13Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 8, 2026 Goldman Sachs INITIATE Buy → Buy
Jun 2, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 6, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 5, 2026 Mizuho MAINTAIN Outperform → Outperform
May 4, 2026 Wells Fargo MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.39 ▲ +5.9% $0.31 — $0.44 79% YoY 13
Next Q $0.44 ▲ +3.1% $0.35 — $0.49 46% YoY 13
Current FY $1.68 ▲ +1.0% $1.41 — $1.83 68% YoY 15
Next FY $2.11 $1.47 — $2.55 26% YoY 15

Top Institutional Holders

FundValueMove
FMR LLC$893.9M
BlackRock, Inc.$835.2MDOUBLED
Invesco Ltd.$489.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$342.3M
VANGUARD CAPITAL MANAGEMENT LLC$268.3M

Recent Insider Trades

DateInsiderTypeValue
Jun 11, 2026Shah NigamA$0.00
Jun 5, 2026KKR PhoenixSELL$857.5M
Jun 5, 2026KKR PhoenixG$0.00
Jun 5, 2026KKR PhoenixJ$0.00
Jun 5, 2026KKR GroupSELL$857.5M
50 institutional holders with $5.1B total value (121,288,869 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, Invesco. Net buying activity: 32 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC20,978,533$893.9M17.4%
2BlackRock, Inc.19,602,159$835.2M16.2%DOUBLED +123.1%
3Invesco Ltd.11,482,156$489.3M9.5%
4VANGUARD PORTFOLIO MANAGEMENT LLC8,032,770$342.3M6.6%
5VANGUARD CAPITAL MANAGEMENT LLC6,295,746$268.3M5.2%
6STATE STREET CORP4,933,941$210.2M4.1%ADD +99.5%
7MANUFACTURERS LIFE INSURANCE COMPANY, THE4,259,265$181.5M3.5%
8FULLER & THALER ASSET MANAGEMENT, INC.3,251,391$138.5M2.7%
9ALLIANCEBERNSTEIN L.P.3,550,434$133.0M2.6%
10CITADEL ADVISORS LLC3,087,924$131.6M2.6%
11DIMENSIONAL FUND ADVISORS LP2,892,779$123.2M2.4%ADD +48.4%
12MARSHALL WACE, LLP2,654,358$113.1M2.2%ADD +57.3%
13VOYA INVESTMENT MANAGEMENT LLC2,038,122$86.8M1.7%ADD +50.7%
14FARALLON CAPITAL MANAGEMENT LLC1,617,000$68.9M1.3%DOUBLED +7250.0%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,587,596$67.6M1.3%
16GOLDMAN SACHS GROUP INC1,562,690$66.6M1.3%
17BANK OF AMERICA CORP /DE/1,534,154$65.4M1.3%ADD +48.7%
18Nuveen, LLC1,525,169$65.0M1.3%
19HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1,500,000$63.9M1.2%TRIM -39.5%
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,370,440$58.4M1.1%DOUBLED +109.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MARSHALL WACE, LLPADD1,687,2152,654,358+57.3%$113.1M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD1,352,7862,038,122+50.7%$86.8M2026-Q1
FARALLON CAPITAL MANAGEMENT LLCDOUBLED22,0001,617,000+7250.0%$68.9M2026-Q1
BANK OF AMERICA CORP /DE/ADD1,031,3681,534,154+48.7%$65.4M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM2,478,5251,500,000-39.5%$63.9M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED653,4911,370,440+109.7%$58.4M2026-Q1
AMERIPRISE FINANCIAL INCDOUBLED324,0751,360,223+319.7%$58.0M2026-Q1
FRANKLIN RESOURCES INCDOUBLED39,6421,263,288+3086.7%$53.8M2026-Q1
Holocene Advisors, LPDOUBLED95,316892,200+836.0%$38.0M2026-Q1
Allspring Global Investments Holdings, LLCDOUBLED255,902860,134+236.1%$36.2M2026-Q1
LMR Partners LLPNEW501,029$21.3M2026-Q1
SEI INVESTMENTS CODOUBLED199,234483,912+142.9%$20.6M2026-Q1
Point72 Asset Management, L.P.ADD275,372478,667+73.8%$20.4M2026-Q1
Trexquant Investment LPDOUBLED199,753459,885+130.2%$19.6M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM628,325444,026-29.3%$18.9M2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLCTRIM696,897398,736-42.8%$17.0M2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORPNEW300,944$12.8M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED41,456228,941+452.3%$9.8M2026-Q1
Centiva Capital, LPADD79,151128,687+62.6%$5.5M2026-Q1
DEUTSCHE BANK AG\ADD93,244121,629+30.4%$5.2M2026-Q1
ROYCE & ASSOCIATES LPTRIM147,539110,026-25.4%$4.7M2026-Q1
FIFTH THIRD BANCORPDOUBLED133102,496+76964.7%$4.4M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD70,23493,668+33.4%$4.0M2026-Q1
National Philanthropic TrustDOUBLED37,43691,084+143.3%$3.9M2026-Q1
Verition Fund Management LLCTRIM97,41565,000-33.3%$2.8M2026-Q1
11 unique insiders with 35 transactions. Net insider value: -$2.5B ($0.00 bought, $2.5B sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 11, 2026Shah Nigam H.DirectorAWARD4,013
Jun 5, 2026KKR Phoenix Aggregator L.P.10%+ OwnerSELL14,669,771$58.45$857.5M
Jun 5, 2026KKR Phoenix Aggregator L.P.10%+ OwnerGIFT36,927
Jun 5, 2026KKR Phoenix Aggregator L.P.10%+ OwnerJ324,608
Jun 5, 2026KKR Group Partnership L.P.10%+ OwnerSELL14,669,771$58.45$857.5M
Jun 5, 2026KKR Group Partnership L.P.10%+ OwnerJ324,608
Jun 5, 2026KKR Group Partnership L.P.10%+ OwnerGIFT36,927
Jun 5, 2026Phipps Jennifer AChief Financial OfficerEXERCISE35,000$6.37$222.9K
Jun 5, 2026Phipps Jennifer AChief Financial OfficerSELL35,000$58.75$2.1M
Jun 5, 2026Nalley Lisa ASee RemarksEXERCISE35,000$6.37$222.9K
Jun 5, 2026Nalley Lisa ASee RemarksSELL35,000$58.75$2.1M
Jun 5, 2026ROUSSEAU JON BSee RemarksEXERCISE130,000$6.37$828.1K
Jun 5, 2026ROUSSEAU JON BSee RemarksSELL130,000$58.75$7.6M
May 5, 2026Miller Steven BDirectorAWARD4,983
May 5, 2026KIRTLEY OLIVIA FDirectorAWARD4,983
May 5, 2026Wicks Timothy ADirectorAWARD4,983
Apr 25, 2026ROUSSEAU JON BSee RemarksTAX W/H16,222$48.16$781.3K
Mar 30, 2026Barnes Robert AllenPresident, Community LivingTAX W/H6,748$41.54$280.3K
Mar 20, 2026ROUSSEAU JON BSee RemarksGIFT180,753
Mar 5, 2026Greenwell Scott A.President, PharMericaAWARD20,020
Mar 5, 2026Nalley Lisa ASee RemarksAWARD21,354
Mar 5, 2026Nalley Lisa ASee RemarksAWARD52,344
Mar 5, 2026ROUSSEAU JON BSee RemarksAWARD186,845
Mar 5, 2026ROUSSEAU JON BSee RemarksAWARD458,008
Mar 5, 2026Phipps Jennifer AChief Financial OfficerAWARD53,384
Mar 5, 2026Phipps Jennifer AChief Financial OfficerAWARD130,860
Mar 5, 2026Greenwell Scott A.President, PharMericaAWARD49,073
Mar 4, 2026KKR Phoenix Aggregator L.P.10%+ OwnerSELL19,715,000$40.96$807.5M
Mar 4, 2026Nalley Lisa ASee RemarksEXERCISE30,000$6.37$191.1K
Mar 4, 2026Nalley Lisa ASee RemarksAWARD35,331
Mar 4, 2026ROUSSEAU JON BSee RemarksEXERCISE220,000$6.37$1.4M
Mar 4, 2026ROUSSEAU JON BSee RemarksAWARD955,823
Mar 4, 2026Phipps Jennifer AChief Financial OfficerAWARD35,331
Mar 4, 2026Phipps Jennifer AChief Financial OfficerEXERCISE35,000$6.37$222.9K
Mar 3, 2026Barnes Robert AllenPresident, Community LivingAWARD35,331
Current analyst consensus: Strong Buy (95% buy). Based on 22 analysts: 8 strong buy, 13 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$62.56 mean target -1.1% upside Hold (1.12)
$49.00 Low $71.00 High
MetricValue
Current Price$63.23
Target Low$49.00
Target Mean$62.56
Target Median$63.50
Target High$71.00
# Analysts16
RecommendationHold (1.12)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.39 $0.31 $0.44 78.9% +5.9% 10↑ 1↓ $3.7B 16.5% 13
Next Q
2026-09-30
$0.44 $0.35 $0.49 45.6% +3.1% 7↑ 2↓ $3.8B 14.3% 13
Current FY
2026-12-31
$1.68 $1.41 $1.83 67.8% +1.0% 14↑ 0↓ $15.1B 16.7% 15
Next FY
2027-12-31
$2.11 $1.47 $2.55 25.9% +0.3% 14↑ 0↓ $17.1B 13.6% 15

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.394
7d ago$0.394
30d ago$0.371+0.022
60d ago$0.361+0.033
90d ago$0.360+0.034
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 8, 2026 Goldman Sachs INITIATE Buy Buy
Jun 2, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 6, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 5, 2026 Mizuho MAINTAIN Outperform Outperform
May 4, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 4, 2026 TD Cowen MAINTAIN Buy Buy
May 4, 2026 Keybanc MAINTAIN Overweight Overweight
May 4, 2026 Stephens & Co. MAINTAIN Overweight Overweight
May 4, 2026 BMO Capital MAINTAIN Outperform Outperform
May 4, 2026 BTIG MAINTAIN Buy Buy
Mar 19, 2026 BTIG REITERATE Buy Buy
Mar 18, 2026 UBS MAINTAIN Buy Buy
Mar 18, 2026 Mizuho MAINTAIN Outperform Outperform
Mar 4, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 3, 2026 Mizuho MAINTAIN Outperform Outperform
Mar 2, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 2, 2026 BTIG REITERATE Buy Buy
Feb 2, 2026 BTIG MAINTAIN Buy Buy
Jan 7, 2026 Wells Fargo MAINTAIN Overweight Overweight
Dec 23, 2025 BTIG MAINTAIN Buy Buy
Dec 18, 2025 Mizuho MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202681310095%
May 1, 202681310095%
Apr 1, 202681310095%
Mar 1, 202681310095%
Feb 1, 202681310095%
Jan 1, 202681310095%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 12, 2026
other
BrightSpring Health Services, Inc. Welcomes Dr. Nigam H. Shah to Board of Directors
<p align="justify" style="padding-left:0pt;">LOUISVILLE, Ky., June 12, 2026 (GLOBE NEWSWIRE) -- BrightSpring Health Services (“BrightSpring” or “the
Jun 4, 2026
offering
BrightSpring Announces Pricing of Secondary Offering of Common Stock and Concurrent Share Repurchase
<p align="justify">LOUISVILLE, Ky., June 03, 2026 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (NASDAQ: BTSG) (“BrightSpring” or the “Comp
Jun 3, 2026
offering
BrightSpring Announces Secondary Offering of Common Stock and Concurrent Share Repurchase
<p align="justify">LOUISVILLE, Ky., June 03, 2026 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (NASDAQ: BTSG) (“BrightSpring” or the “Comp
Jun 3, 2026
short_volume
Short Volume: BTSG — 66.4% short (0.4M / 0.6M)
Short: 422,365 | Exempt: 433 | TRF Vol: 635,963 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: BTSG — 55.8% short (0.4M / 0.8M)
Short: 442,691 | Exempt: 17 | TRF Vol: 793,348 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: BTSG — 58.4% short (0.6M / 1.0M)
Short: 612,150 | Exempt: 708 | TRF Vol: 1,048,999 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: BTSG — 71.3% short (0.7M / 1.0M)
Short: 682,483 | Exempt: 3 | TRF Vol: 956,658 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: BTSG — 63.2% short (0.5M / 0.8M)
Short: 510,107 | Exempt: 0 | TRF Vol: 807,277 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: BTSG — 70.3% short (0.7M / 1.0M)
Short: 697,638 | Exempt: 29 | TRF Vol: 993,014 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: BTSG — 60.5% short (0.5M / 0.9M)
Short: 525,043 | Exempt: 90 | TRF Vol: 868,101 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: BTSG — 56.4% short (0.5M / 0.8M)
Short: 463,248 | Exempt: 100 | TRF Vol: 820,714 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 1, 2026
earnings
BrightSpring Health Services, Inc. Reports First Quarter 2026 Financial Results and Increases Full Year 2026 Guidance
<p>LOUISVILLE, Ky., May 01, 2026 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (“BrightSpring” or the “Company”) (NASDAQ: BTSG), a leading
May 1, 2026
earnings_calendar
BTSG Q1 2026 Earnings Before Market Open — 2026-05-01
Apr 30, 2026
short_volume
Short Volume: BTSG — 65.0% short (2.3M / 3.6M)
Short: 2,348,055 | Exempt: 1,410 | TRF Vol: 3,615,030 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: BTSG — 81.5% short (1.1M / 1.3M)
Short: 1,069,458 | Exempt: 3,840 | TRF Vol: 1,312,672 | Short Ratio: 81.5% | Off-exchange volume (dark pool + OTC)