BrightSpring Health Services, Inc. $BTSG Stock Holdings Lowered by Trek Financial LLC

Trek Financial LLC decreased its position in shares of BrightSpring Health Services, Inc. (NASDAQ:BTSG) by 67.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,013 shares of the company’s stock after selling 29,360 shares during the quarter. Trek Financial LLC’s holdings in BrightSpring Health Services were worth $795,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Allworth Financial LP purchased a new position in BrightSpring Health Services in the 2nd quarter worth approximately $28,000. Root Financial Partners LLC bought a new position in BrightSpring Health Services in the 3rd quarter valued at approximately $25,000. IFP Advisors Inc boosted its stake in BrightSpring Health Services by 204.5% during the 2nd quarter. IFP Advisors Inc now owns 606 shares of the company’s stock valued at $42,000 after purchasing an additional 407 shares during the last quarter. Kilter Group LLC purchased a new stake in BrightSpring Health Services during the 2nd quarter valued at $50,000. Finally, Public Employees Retirement System of Ohio bought a new stake in BrightSpring Health Services in the 2nd quarter worth about $63,000.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Wall Street Zen raised shares of BrightSpring Health Services from a “buy” rating to a “strong-buy” rating in a report on Saturday. Zacks Research downgraded shares of BrightSpring Health Services from a “strong-buy” rating to a “hold” rating in a research report on Friday, October 2nd. Morgan Stanley raised their target price on shares of BrightSpring Health Services from $71.00 to $80.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Wells Fargo & Company lifted their target price on shares of BrightSpring Health Services from $78.00 to $82.00 and gave the stock an “overweight” rating in a research report on Monday. Finally, Weiss Ratings upgraded shares of BrightSpring Health Services from a “hold (c+)” rating to a “buy (b)” rating in a research note on Monday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $77.81.

BrightSpring Health Services Trading Up 5.4%

Shares of NASDAQ:BTSG opened at $69.84 on Wednesday. The stock has a market capitalization of $13.90 billion, a price-to-earnings ratio of 37.75, a PEG ratio of 0.80 and a beta of 1.77. The company has a debt-to-equity ratio of 0.99, a quick ratio of 1.22 and a current ratio of 1.62. The stock’s 50-day simple moving average is $60.29 and its two-hundred day simple moving average is $54.83. BrightSpring Health Services, Inc. has a 52-week low of $30.64 and a 52-week high of $73.75.

BrightSpring Health Services (NASDAQ:BTSG) last released its quarterly earnings results on Friday, October 30th. The company reported $0.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.47 by $0.07. BrightSpring Health Services had a return on equity of 18.56% and a net margin of 2.69%. The business had revenue of $4.21 billion during the quarter, compared to the consensus estimate of $3.88 billion. BrightSpring Health Services’s quarterly revenue was up 26.4% on a year-over-year basis. Analysts expect that BrightSpring Health Services, Inc. will post 1.64 EPS for the current year.

Key Stories Impacting BrightSpring Health Services

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

• Positive Sentiment: Q3 results and outlook beat expectations. BrightSpring’s third-quarter earnings rose sharply, with pharmacy and home health growth contributing to revenue outperformance and margin expansion. The company raised its 2026 guidance, while specialty-drug launches and home health gains were cited as supports for organic growth into 2027. BrightSpring Q3 Earnings Beat on Specialty Growth, ’26 View Raised BTSG Q3 Earnings Call Highlights Raised Guidance and 2027 Growth
• Positive Sentiment: Analysts raised price targets and maintained bullish ratings. UBS lifted its target to $92 from $85 and kept a Buy rating; Leerink Partners also raised its target to $92, from $72, with an Outperform rating. Guggenheim and TD Cowen raised targets to $84, while Wells Fargo increased its target to $82. UBS Raises Price Target Leerink Partners Rating Guggenheim Rating TD Cowen Rating Wells Fargo Rating
• Positive Sentiment: Wall Street Zen upgraded BTSG to Strong Buy, adding to the favorable analyst sentiment. Wall Street Zen Upgrades BrightSpring to Strong-Buy
• Neutral Sentiment: A Zacks article highlighted BTSG as a potential long-term value stock based on its style-rating framework; this is an investing-style assessment rather than a new company announcement. Why BrightSpring Is a Top Value Stock for the Long-Term

BrightSpring Health Services Profile

BrightSpring Health Services (NASDAQ:BTSG) is a Louisville, Kentucky-based provider of home- and community-based health services and pharmacy services. The company focuses on supporting individuals with complex or chronic care needs, including older adults and people with disabilities, through care delivered in homes, communities and other non-hospital settings.

Its services include home health, hospice, personal care, behavioral health, primary care, rehabilitation and community living programs.