Public Employees Retirement System of Ohio Increases Stock Holdings in Bright Horizons Family Solutions Inc. $BFAM

Public Employees Retirement System of Ohio lifted its stake in shares of Bright Horizons Family Solutions Inc. (NYSE:BFAM) by 63.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 28,629 shares of the company’s stock after buying an additional 11,165 shares during the quarter. Public Employees Retirement System of Ohio’s holdings in Bright Horizons Family Solutions were worth $2,351,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Geneos Wealth Management Inc. raised its stake in Bright Horizons Family Solutions by 98.8% during the 1st quarter. Geneos Wealth Management Inc. now owns 336 shares of the company’s stock worth $43,000 after acquiring an additional 167 shares in the last quarter. AG Campbell Advisory LLC acquired a new position in Bright Horizons Family Solutions in the fourth quarter valued at $41,000. Danske Bank A S acquired a new position in Bright Horizons Family Solutions in the third quarter valued at $43,000. Signaturefd LLC boosted its stake in Bright Horizons Family Solutions by 34.4% in the fourth quarter. Signaturefd LLC now owns 426 shares of the company’s stock valued at $43,000 after acquiring an additional 109 shares in the last quarter. Finally, Fifth Third Bancorp grew its holdings in shares of Bright Horizons Family Solutions by 72.8% during the fourth quarter. Fifth Third Bancorp now owns 648 shares of the company’s stock worth $66,000 after purchasing an additional 273 shares during the last quarter.

Insiders Place Their Bets

In other Bright Horizons Family Solutions news, COO Mary Lou Burke sold 500 shares of the business’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $80.00, for a total value of $40,000.00. Following the transaction, the chief operating officer directly owned 33,345 shares of the company’s stock, valued at approximately $2,667,600. The trade was a 1.48% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 1.21% of the stock is currently owned by company insiders.

Bright Horizons Family Solutions Stock Down 4.4%

Bright Horizons Family Solutions stock opened at $74.51 on Friday. Bright Horizons Family Solutions Inc. has a twelve month low of $57.63 and a twelve month high of $130.76. The stock has a 50 day moving average of $69.68 and a two-hundred day moving average of $76.70. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 0.78. The stock has a market capitalization of $3.92 billion, a price-to-earnings ratio of 23.58, a PEG ratio of 1.28 and a beta of 1.15.

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, beating analysts’ consensus estimates of $1.20 by $0.08. Bright Horizons Family Solutions had a return on equity of 18.70% and a net margin of 5.78%.The business had revenue of $779.18 million for the quarter, compared to analyst estimates of $774.84 million. During the same quarter in the previous year, the company posted $1.07 earnings per share. The company’s revenue for the quarter was up 6.4% compared to the same quarter last year. Bright Horizons Family Solutions has set its FY 2026 guidance at 5.050-5.150 EPS. As a group, research analysts expect that Bright Horizons Family Solutions Inc. will post 4.64 earnings per share for the current year.

Key Headlines Impacting Bright Horizons Family Solutions

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

• Positive Sentiment: Bright Horizons earned $1.28 per share, exceeding the $1.21 consensus estimate and rising from $1.07 a year earlier. Revenue increased 6.4% year over year to $779.18 million, also surpassing analysts’ $774.84 million forecast. Bright Horizons Family Solutions Reports Financial Results for the Second Quarter of 2026
• Positive Sentiment: The company provided fiscal 2026 EPS guidance of $5.05 to $5.15, above the previous consensus estimate of $4.94. This suggests management expects earnings growth to continue. Bright Horizons Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management’s results reflect continued demand for early education, child care, back-up care and employer-supported workforce services. The earnings call and related coverage highlighted revenue growth across the company’s operating platform. Bright Horizons Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Full-year revenue guidance was approximately $3.1 billion, broadly in line with Wall Street expectations. Consequently, the earnings beat may not have represented a major upward revision to sales expectations. Bright Horizons Q2 Key Metrics
• Negative Sentiment: Although BFAM beat quarterly estimates and raised EPS expectations above consensus, the stock’s decrease suggests investors may have been looking for a stronger revenue outlook or more significant guidance improvement. At roughly 23.6 times earnings, valuation and profit-taking may also be limiting the reaction.

Analysts Set New Price Targets

BFAM has been the topic of a number of research analyst reports. Morgan Stanley cut their target price on Bright Horizons Family Solutions from $70.00 to $68.00 and set an “underweight” rating on the stock in a research report on Friday. JPMorgan Chase & Co. dropped their price target on Bright Horizons Family Solutions from $115.00 to $105.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 6th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Bright Horizons Family Solutions in a research report on Wednesday. Finally, UBS Group raised their target price on shares of Bright Horizons Family Solutions from $87.00 to $88.00 and gave the stock a “neutral” rating in a research report on Friday. 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. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $95.88.

Bright Horizons Family Solutions 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.