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

Bright Horizons Family Solutions (NYSE:BFAM) updated its FY 2026 earnings guidance on Thursday morning. The company provided 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 Analyst Weigh In

BFAM has been the subject of several recent analyst reports. UBS Group lowered their price target on Bright Horizons Family Solutions from $88.00 to $87.00 and set a “neutral” rating for the company in a report on Friday, July 17th. JPMorgan Chase & Co. cut their price objective 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. Finally, Weiss Ratings lowered Bright Horizons Family Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, May 1st. Four analysts have rated the stock with a Buy rating, three have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $96.00.

Bright Horizons Family Solutions Stock Down 5.8%

BFAM traded down $4.82 during trading on Thursday, hitting $77.86. The company had a trading volume of 925,016 shares, compared to its average volume of 815,934. The company has a market capitalization of $4.10 billion, a PE ratio of 23.45, a PEG ratio of 1.42 and a beta of 1.15. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 0.78. Bright Horizons Family Solutions has a one year low of $57.63 and a one year high of $130.76. The firm’s 50-day moving average price is $69.54 and its 200 day moving average price is $76.71.

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

Insider Transactions at Bright Horizons Family Solutions

In related news, COO Mary Lou Burke sold 500 shares of Bright Horizons Family Solutions stock in a transaction that occurred 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 of the company’s stock, valued at approximately $2,667,600. This trade represents a 1.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 1.21% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in BFAM. Invesco Ltd. grew its holdings in shares of Bright Horizons Family Solutions by 300.4% in the 4th quarter. Invesco Ltd. now owns 360,995 shares of the company’s stock valued at $36,605,000 after acquiring an additional 270,840 shares in the last quarter. Corient Private Wealth LLC raised its stake in shares of Bright Horizons Family Solutions by 1,582.1% during the 4th quarter. Corient Private Wealth LLC now owns 112,681 shares of the company’s stock worth $11,426,000 after purchasing an additional 105,982 shares in the last quarter. Mercer Global Advisors Inc. ADV grew its stake in shares of Bright Horizons Family Solutions by 143.4% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 26,067 shares of the company’s stock valued at $2,643,000 after buying an additional 15,357 shares in the last quarter. Fuller & Thaler Asset Management Inc. acquired a new position in Bright Horizons Family Solutions during the fourth quarter worth $191,952,000. Finally, NewEdge Advisors LLC raised its position in Bright Horizons Family Solutions by 16.0% during the fourth quarter. NewEdge Advisors LLC now owns 7,326 shares of the company’s stock worth $743,000 after acquiring an additional 1,013 shares in the last quarter.

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.