Bright Horizons Family Solutions (NYSE:BFAM) Issues 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.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on BFAM shares. UBS Group lowered their price target on shares of 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 shares of Bright Horizons Family Solutions from $115.00 to $105.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 6th. Finally, Weiss Ratings lowered shares of Bright Horizons Family Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, May 1st. Four research analysts have rated the stock with a Buy rating, three have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Bright Horizons Family Solutions presently has a consensus rating of “Hold” and a consensus price target of $96.00.

Bright Horizons Family Solutions Trading Down 5.8%

BFAM stock traded down $4.82 during trading on Thursday, hitting $77.86. The company had a trading volume of 915,454 shares, compared to its average volume of 1,043,443. The firm has a market capitalization of $4.10 billion, a P/E ratio of 23.45, a PEG ratio of 1.38 and a beta of 1.15. The company has a 50 day simple moving average of $69.34 and a 200-day simple moving average of $76.89. Bright Horizons Family Solutions has a 52-week low of $57.63 and a 52-week high of $130.76. 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 (NYSE:BFAM) last announced its quarterly earnings results on Thursday, July 30th. The company reported $1.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.21 by $0.07. Bright Horizons Family Solutions had a return on equity of 18.01% and a net margin of 6.35%.The firm had revenue of $779.18 million during the quarter, compared to analyst estimates of $774.84 million. Bright Horizons Family Solutions has set its FY 2026 guidance at 5.050-5.150 EPS. As a group, research analysts forecast that Bright Horizons Family Solutions will post 4.64 earnings per share for the current fiscal year.

Insider Activity

In other news, COO Mary Lou Burke sold 500 shares of the stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $80.00, for a total transaction of $40,000.00. Following the transaction, the chief operating officer owned 33,345 shares of the company’s stock, valued at approximately $2,667,600. This represents a 1.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 1.21% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in BFAM. Public Employees Retirement System of Ohio raised its stake in Bright Horizons Family Solutions by 0.6% in the third quarter. Public Employees Retirement System of Ohio now owns 18,128 shares of the company’s stock worth $1,968,000 after buying an additional 110 shares in the last quarter. Xponance LLC grew its stake in Bright Horizons Family Solutions by 3.9% in the fourth quarter. Xponance LLC now owns 3,686 shares of the company’s stock valued at $374,000 after purchasing an additional 137 shares during the last quarter. MML Investors Services LLC raised its holdings in Bright Horizons Family Solutions by 1.7% in the second quarter. MML Investors Services LLC now owns 9,098 shares of the company’s stock worth $1,124,000 after purchasing an additional 150 shares in the last quarter. Geneos Wealth Management Inc. raised its holdings in Bright Horizons Family Solutions by 98.8% in the first quarter. Geneos Wealth Management Inc. now owns 336 shares of the company’s stock worth $43,000 after purchasing an additional 167 shares in the last quarter. Finally, Treasurer of the State of North Carolina lifted its position in shares of Bright Horizons Family Solutions by 0.7% during the second quarter. Treasurer of the State of North Carolina now owns 26,551 shares of the company’s stock valued at $3,281,000 after buying an additional 185 shares during the last quarter.

Bright Horizons Family Solutions Company Profile

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.