UBS Group Lowers Bright Horizons Family Solutions (NYSE:BFAM) Price Target to $88.00

Bright Horizons Family Solutions (NYSE:BFAM) had its price objective cut by equities researchers at UBS Group from $93.00 to $88.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. UBS Group’s price objective indicates a potential upside of 32.45% from the stock’s current price.

BFAM has been the topic of several other research reports. Morgan Stanley set a $70.00 price target on shares of Bright Horizons Family Solutions in a research report on Friday, February 13th. BMO Capital Markets dropped their price target on shares of Bright Horizons Family Solutions from $124.00 to $100.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 17th. Deutsche Bank Aktiengesellschaft set a $99.00 price target on shares of Bright Horizons Family Solutions and gave the company a “hold” rating in a research report on Friday, February 13th. Barclays dropped their price target on shares of Bright Horizons Family Solutions from $160.00 to $95.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 17th. Finally, The Goldman Sachs Group dropped their price target on shares of Bright Horizons Family Solutions from $130.00 to $112.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Four investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $100.44.

Bright Horizons Family Solutions Stock Down 18.5%

Shares of BFAM stock traded down $15.13 on Wednesday, reaching $66.44. 2,019,743 shares of the company were exchanged, compared to its average volume of 872,431. Bright Horizons Family Solutions has a one year low of $63.68 and a one year high of $132.99. The company has a market cap of $3.51 billion, a price-to-earnings ratio of 19.77, a PEG ratio of 1.36 and a beta of 1.28. The company has a debt-to-equity ratio of 0.56, a current ratio of 0.52 and a quick ratio of 0.52. The company has a 50-day moving average of $79.64 and a 200-day moving average of $90.55.

Bright Horizons Family Solutions (NYSE:BFAM) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $0.82 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.03. Bright Horizons Family Solutions had a net margin of 6.58% and a return on equity of 17.41%. The business had revenue of $712.22 million for the quarter, compared to analysts’ expectations of $713.35 million. During the same quarter last year, the firm earned $0.77 EPS. The firm’s revenue for the quarter was up 7.0% compared to the same quarter last year. Bright Horizons Family Solutions has set its FY 2026 guidance at 4.900-5.100 EPS. Analysts anticipate that Bright Horizons Family Solutions will post 4.66 earnings per share for the current year.

Institutional Investors Weigh In On Bright Horizons Family Solutions

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Goldman Sachs Group Inc. increased its stake in Bright Horizons Family Solutions by 23.9% in the 4th quarter. Goldman Sachs Group Inc. now owns 3,026,442 shares of the company’s stock valued at $306,881,000 after buying an additional 582,976 shares during the last quarter. Fuller & Thaler Asset Management Inc. purchased a new stake in Bright Horizons Family Solutions in the 4th quarter valued at about $191,952,000. Capital World Investors increased its stake in Bright Horizons Family Solutions by 16.9% in the 4th quarter. Capital World Investors now owns 1,779,738 shares of the company’s stock valued at $180,465,000 after buying an additional 257,813 shares during the last quarter. AQR Capital Management LLC increased its stake in Bright Horizons Family Solutions by 64.4% in the 4th quarter. AQR Capital Management LLC now owns 1,579,757 shares of the company’s stock valued at $160,124,000 after buying an additional 619,067 shares during the last quarter. Finally, Millennium Management LLC increased its stake in Bright Horizons Family Solutions by 14.3% in the 4th quarter. Millennium Management LLC now owns 1,329,253 shares of the company’s stock valued at $134,786,000 after buying an additional 165,962 shares during the last quarter.

Key Stories Impacting Bright Horizons Family Solutions

Here are the key news stories impacting Bright Horizons Family Solutions this week:

• Positive Sentiment: Q1 EPS beat: BFAM reported $0.82 EPS vs. consensus $0.79, showing modest operating leverage and an improvement from $0.77 a year ago. Bright Horizons Family Solutions (BFAM) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Back-up care outlook raised: Management raised its back-up care growth outlook to ~12–14%, which points to stronger demand in that faster-growing business line. Bright Horizons reaffirms 2026 adjusted EPS of $4.90 to $5.10 while raising back-up care growth outlook to 12% to 14%
• Positive Sentiment: Employer brand recognition: Bright Horizons was named a 2026 Best Place to Work by the Boston Business Journal — a reputational plus that can help retention and recruiting. Bright Horizons Named 2026 Best Place to Work by Boston Business Journal
• Neutral Sentiment: FY?2026 guidance reaffirmed: Management reiterated adjusted EPS guidance of $4.90–$5.10, roughly in line with the Street (~$4.96), so there was no upside guidance surprise. Bright Horizons earnings / press release
• Neutral Sentiment: Revenue guidance and topline: Company provided FY revenue guidance near consensus ($3.1B); Q1 revenue was up 7% year?over?year but missed estimates by a small amount ($712.2M vs. $713.4M). Bright Horizons (BFAM) Reports Q1 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Mixed beat but not enough — investors wanted clearer upside: The small EPS beat was offset by the revenue miss and an effectively flat/confirmed FY outlook, which, combined with elevated trading volume, prompted selling pressure. Bright Horizons Family Solutions Inc. (BFAM) Q1 2026 Earnings Call Transcript

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.