BFAM
BRIGHT HORIZONS FAMILY SOLUTIONS INC.
$64.85
-0.70%
$3.4B
No data for this timeframe.
Vol
Market Cap$3.4B
Cap SizeMid Cap
Analyst ConsensusBuy (63%)
Inst. Holders50 funds
Inst. Value$2.9B
Inst. Activity27 buys / 23 sells
SEC Reports2
Recent Activity
Jun 9, 2026
Event
Brooks v. Bright Horizons
Court ruling from Court of Appeals for the Second Circuit. Docket: 25-1830
Jun 3, 2026
Insider
LISSY DAVID H was granted 2,096 shares
Director
Jun 3, 2026
Insider
Alleva Lawrence M was granted 2,096 shares
Director
Jun 3, 2026
Insider
Atkinson Julie was granted 2,096 shares
Director
May 25, 2026
dark_pool
Dark Pool: BFAM — 1.4M shares, 28,165 trades
Week starting 2026-05-25. Total ATS volume: 1,398,404 shares across 28,165 trades.
May 5, 2026
SEC
Bright Horizons reported Q1 2026 revenue of $712.2M (+7% YoY) and GAAP EPS of $0.62 (down 6% YoY), while adjusted EPS gr
8-K — Impact 4/10
Apr 20, 2026
SEC
This DEFA14A filing is a definitive proxy statement for Bright Horizons Family Solutions Inc.'s 2026 Annual Meeting of S
DEFA14A — Impact 2/10
Inst.
KAYNE ANDERSON RUDNICK INVESTMENT — ADD
3,843,922 shares ($315.7M)
Price Targets
$91.11
+40.5% upside
Strong Buy
Current $64.85
Low $70.00
Median $95.00
High $105.00
9 analysts
$70.00
$105.00
Analyst Ratings
3Strong Buy
7Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 6, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Feb 17, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Feb 17, 2026 | BMO Capital | MAINTAIN | Outperform → Outperform |
| Feb 13, 2026 | Goldman Sachs | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.20 ▲ +0.9% | $1.16 — $1.22 | 12% YoY | 9 |
| Next Q | $1.73 ▼ -1.8% | $1.65 — $1.78 | 10% YoY | 9 |
| Current FY | $5.01 | $4.90 — $5.08 | 10% YoY | 9 |
| Next FY | $5.74 | $5.51 — $6.03 | 15% YoY | 9 |
Latest Reports
MIXED
8-K
4/10
Bright Horizons reported Q1 2026 revenue of $712.2M (+7% YoY) and GAAP EPS of $0.62 (down 6% YoY), while adjusted EPS gr
May 5, 2026
NEUTRAL
DEFA14A
2/10
This DEFA14A filing is a definitive proxy statement for Bright Horizons Family Solutions Inc.'s 2026 Annual Meeting of S
Apr 20, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT | $315.7M | ADD |
| BlackRock, Inc. | $243.2M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $204.9M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $180.1M | — |
| GOLDMAN SACHS GROUP INC | $158.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | LISSY DAVID | A | $0.00 |
| Jun 3, 2026 | Alleva Lawrence | A | $0.00 |
| Jun 3, 2026 | Atkinson Julie | A | $0.00 |
| Jun 3, 2026 | Richie Laurel | A | $0.00 |
| Jun 3, 2026 | HITCH JORDAN | A | $0.00 |
50 institutional holders with $2.9B total value (34,766,296 shares) as of 2026-Q1. Top holders: KAYNE, BlackRock,, VANGUARD. Net buying activity: 27 institutions added/increased vs 23 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,843,922 | $315.7M | 11.1% | ADD +40.0% |
| 2 | BlackRock, Inc. | 2,961,366 | $243.2M | 8.5% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2,495,131 | $204.9M | 7.2% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,192,327 | $180.1M | 6.3% | — |
| 5 | GOLDMAN SACHS GROUP INC | 1,923,854 | $158.0M | 5.5% | — |
| 6 | Capital World Investors | 1,812,042 | $148.8M | 5.2% | — |
| 7 | Neuberger Berman Group LLC | 1,431,658 | $117.6M | 4.1% | — |
| 8 | TWO SIGMA INVESTMENTS, LP | 1,353,664 | $111.2M | 3.9% | — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1,334,650 | $109.6M | 3.8% | ADD +31.1% |
| 10 | FULLER & THALER ASSET MANAGEMENT, INC. | 1,176,639 | $96.6M | 3.4% | TRIM -37.8% |
| 11 | BAMCO INC /NY/ | 1,102,308 | $90.5M | 3.2% | — |
| 12 | MORGAN STANLEY | 1,072,567 | $88.1M | 3.1% | — |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,003,452 | $82.4M | 2.9% | — |
| 14 | STATE STREET CORP | 985,901 | $81.0M | 2.8% | — |
| 15 | BANK OF MONTREAL /CAN/ | 973,707 | $80.0M | 2.8% | DOUBLED +32530.9% |
| 16 | WELLS FARGO & COMPANY/MN | 687,929 | $56.5M | 2.0% | — |
| 17 | JANUS HENDERSON GROUP PLC | 683,180 | $56.1M | 2.0% | — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 678,012 | $55.7M | 2.0% | — |
| 19 | Point72 Asset Management, L.P. | 577,534 | $47.4M | 1.7% | TRIM -68.3% |
| 20 | D. E. Shaw & Co., Inc. | 510,164 | $41.9M | 1.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | ADD | 2,745,516 | 3,843,922 | +40.0% | $315.7M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 1,017,731 | 1,334,650 | +31.1% | $109.6M | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. | TRIM | 1,893,014 | 1,176,639 | -37.8% | $96.6M | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | DOUBLED | 2,984 | 973,707 | +32530.9% | $80.0M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 1,820,565 | 577,534 | -68.3% | $47.4M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 210,573 | 388,993 | +84.7% | $31.9M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 629,195 | 289,032 | -54.1% | $23.7M | 2026-Q1 |
| Assenagon Asset Management S.A. | DOUBLED | 118,706 | 263,756 | +122.2% | $21.7M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 648 | 177,589 | +27305.7% | $14.6M | 2026-Q1 |
| STIFEL FINANCIAL CORP | ADD | 93,868 | 133,250 | +42.0% | $10.9M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 87,766 | 131,230 | +49.5% | $10.8M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 55,500 | 108,500 | +95.5% | $8.9M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | TRIM | 142,733 | 89,299 | -37.4% | $7.3M | 2026-Q1 |
| Mariner, LLC | ADD | 53,534 | 89,195 | +66.6% | $7.3M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 5,327 | 88,375 | +1559.0% | $7.3M | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 129,173 | 79,968 | -38.1% | $6.6M | 2026-Q1 |
| Holocene Advisors, LP | DOUBLED | 24,652 | 74,702 | +203.0% | $6.1M | 2026-Q1 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | TRIM | 101,663 | 71,534 | -29.6% | $5.9M | 2026-Q1 |
| CWM, LLC | ADD | 47,881 | 60,501 | +26.4% | $5.0M | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. | ADD | 33,410 | 44,967 | +34.6% | $3.7M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 28,748 | 36,694 | +27.6% | $2.8M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 6,044 | 31,420 | +419.9% | $2.6M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 19,406 | 25,771 | +32.8% | $2.1M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | TRIM | 63,750 | 24,324 | -61.8% | $2.0M | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 64,098 | 23,947 | -62.6% | $2.0M | 2026-Q1 |
15 unique insiders with 22 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | LISSY DAVID H | Director | AWARD | 2,096 | — | — |
| Jun 3, 2026 | Alleva Lawrence M | Director | AWARD | 2,096 | — | — |
| Jun 3, 2026 | Atkinson Julie | Director | AWARD | 2,096 | — | — |
| Jun 3, 2026 | Richie Laurel | Director | AWARD | 2,096 | — | — |
| Jun 3, 2026 | HITCH JORDAN | Director | AWARD | 2,096 | — | — |
| Jun 3, 2026 | Schulz Jennifer | Director | AWARD | 2,096 | — | — |
| Jun 3, 2026 | TOCIO MARY ANN | Director | AWARD | 2,096 | — | — |
| Jun 3, 2026 | BEKENSTEIN JOSHUA | Director | AWARD | 2,096 | — | — |
| Mar 4, 2026 | Marshall Rosamund | Managing Director - Intl. | AWARD | 4,950 | — | — |
| Mar 4, 2026 | Janoff Jason | Chief Accounting Officer | AWARD | 3,300 | — | — |
| Mar 4, 2026 | Kramer Stephen Howard | CEO & President | AWARD | 32,999 | — | — |
| Mar 4, 2026 | BOLAND ELIZABETH J | Chief Financial Officer | AWARD | 9,900 | — | — |
| Mar 4, 2026 | Burke Mary Lou | COO North America Center Ops | AWARD | 7,260 | — | — |
| Mar 4, 2026 | Casagrande John Guy | General Counsel and Secretary | AWARD | 4,950 | — | — |
| Mar 4, 2026 | Berman Mandy | COO Back-Up and Ed Advisory | AWARD | 7,260 | — | — |
| Feb 24, 2026 | Marshall Rosamund | Managing Director - Intl. | AWARD | 2,623 | — | — |
| Feb 24, 2026 | Janoff Jason | Chief Accounting Officer | TAX W/H | 1,172 | $71.64 | $84.0K |
| Feb 24, 2026 | Casagrande John Guy | General Counsel and Secretary | AWARD | 2,098 | — | — |
| Feb 24, 2026 | BOLAND ELIZABETH J | Chief Financial Officer | AWARD | 3,847 | — | — |
| Feb 24, 2026 | Berman Mandy | COO Back-Up and Ed Advisory | AWARD | 3,847 | — | — |
| Feb 24, 2026 | Burke Mary Lou | COO North America Center Ops | AWARD | 3,847 | — | — |
| Feb 24, 2026 | Kramer Stephen Howard | CEO & President | AWARD | 12,240 | — | — |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (63% buy). Based on 16 analysts: 3 strong buy, 7 buy, 5 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$91.11 mean target
+40.5% upside
Strong Buy (2.33)
$70.00 Low
$105.00 High
| Metric | Value |
|---|---|
| Current Price | $64.85 |
| Target Low | $70.00 |
| Target Mean | $91.11 |
| Target Median | $95.00 |
| Target High | $105.00 |
| # Analysts | 9 |
| Recommendation | Strong Buy (2.33) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.20 | $1.16 | $1.22 | 11.9% | +0.9% | 6↑ 2↓ | $0.8B | 5.9% | 9 |
| Next Q 2026-09-30 |
$1.73 | $1.65 | $1.78 | 10.0% | -1.8% | 2↑ 6↓ | $0.8B | 5.7% | 9 |
| Current FY 2026-12-31 |
$5.01 | $4.90 | $5.08 | 10.2% | +0.0% | 4↑ 5↓ | $3.1B | 5.8% | 9 |
| Next FY 2027-12-31 |
$5.74 | $5.51 | $6.03 | 14.5% | +0.0% | 4↑ 5↓ | $3.3B | 6.0% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.198 | |
| 7d ago | $1.198 | |
| 30d ago | $1.187 | +0.010 |
| 60d ago | $1.185 | +0.012 |
| 90d ago | $1.179 | +0.018 |
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 6, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 17, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 17, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Feb 13, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Jan 21, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Dec 17, 2025 | Morgan Stanley | MAINTAIN | Underweight | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| May 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Apr 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Mar 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Feb 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Jan 1, 2026 | 3 | 7 | 4 | 1 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
Recent Reddit Threads
Jun 9, 2026
Enforcement
Brooks v. Bright Horizons
Court ruling from Court of Appeals for the Second Circuit. Docket: 25-1830
May 25, 2026
dark_pool
Dark Pool: BFAM — 1.4M shares, 28,165 trades
Week starting 2026-05-25. Total ATS volume: 1,398,404 shares across 28,165 trades.
May 18, 2026
short_volume
Short Volume: BFAM — 57.7% short (0.3M / 0.6M)
Short: 327,960 | Exempt: 300 | TRF Vol: 567,953 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: BFAM — 1.5M shares, 32,717 trades
Week starting 2026-05-18. Total ATS volume: 1,506,557 shares across 32,717 trades.
May 14, 2026
short_volume
Short Volume: BFAM — 56.3% short (0.3M / 0.5M)
Short: 308,572 | Exempt: 382 | TRF Vol: 548,061 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: BFAM — 3.1M shares, 53,954 trades
Week starting 2026-05-11. Total ATS volume: 3,138,711 shares across 53,954 trades.
May 5, 2026
earnings_calendar
BFAM Q1 2026 Earnings After Market Close — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: BFAM — 3.5M shares, 56,866 trades
Week starting 2026-05-04. Total ATS volume: 3,454,127 shares across 56,866 trades.
Apr 27, 2026
dark_pool
Dark Pool: BFAM — 0.8M shares, 30,389 trades
Week starting 2026-04-27. Total ATS volume: 821,411 shares across 30,389 trades.
Apr 20, 2026
dark_pool
Dark Pool: BFAM — 1.4M shares, 27,108 trades
Week starting 2026-04-20. Total ATS volume: 1,378,207 shares across 27,108 trades.
Apr 13, 2026
dark_pool
Dark Pool: BFAM — 0.8M shares, 20,391 trades
Week starting 2026-04-13. Total ATS volume: 818,332 shares across 20,391 trades.
Apr 6, 2026
dark_pool
Dark Pool: BFAM — 0.8M shares, 25,592 trades
Week starting 2026-04-06. Total ATS volume: 774,184 shares across 25,592 trades.
Mar 30, 2026
dark_pool
Dark Pool: BFAM — 0.7M shares, 19,475 trades
Week starting 2026-03-30. Total ATS volume: 719,829 shares across 19,475 trades.
Mar 23, 2026
dark_pool
Dark Pool: BFAM — 1.1M shares, 27,221 trades
Week starting 2026-03-23. Total ATS volume: 1,074,139 shares across 27,221 trades.
Mar 16, 2026
dark_pool
Dark Pool: BFAM — 1.1M shares, 27,995 trades
Week starting 2026-03-16. Total ATS volume: 1,056,737 shares across 27,995 trades.
Mar 9, 2026
dark_pool
Dark Pool: BFAM — 1.6M shares, 33,869 trades
Week starting 2026-03-09. Total ATS volume: 1,635,979 shares across 33,869 trades.