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BFAM · NYSE · Specialty Business Services

Bright Horizons Family Solutions

Combines employer-sponsored early education, backup care, and workforce education services.

$74.81

After-hours close−0.13 (−0.17%)

At close$74.94(+0.82%)

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Profile

Bright Horizons Family Solutions Inc.BFAMIndustrials

Employer-sponsored early education and child care are paired with backup care and educational advisory services. The platform serves working families and employees, with Full Service Center-Based Child Care as its largest reported segment.

Runs employer-sponsored early education and child-care centers while also providing center- and in-home backup care for children and senior dependents. Sittercity, a digital marketplace for flexible in-home care and tutoring, sits within Back-Up Care.

Educational Advisory Services include tuition-program management, student-loan repayment, educational advising, and college advising. Together, the three segments extend the relationship beyond stand-alone centers to care and workforce education.

The center footprint spans the United States, United Kingdom, Netherlands, Australia, and India. Full Service Center-Based Child Care remains the largest reported segment, while HEART principles—Honesty, Excellence, Accountability, Respect, and Teamwork—underpin the operating culture.

Company facts

CEOStephen H. Kramer

ListedJan 25, 2013

ExchangeNYSE

HeadquartersNewton, MA

CountryUnited States

Employees32,200

CIK0001437578

ISINUS1091941005

Key statistics

Market cap$3.94B

EPS (ttm)$3.16

P/E (ttm)23.67

ROE14.4%

P/B4.09

P/S1.30

Dividend yield—

Beta−0.21vs XLI −0.59

Year to date −24.5% · Average volume (30d) 731.1K

Analysts

Price target, next 12 months$78.00+4.3%Median of 20 analysts · vs the Aug 28 close

ConsensusHold8 of 20 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $74.81

High$88.00+17.6%

Median$78.00+4.3%

Low$68.00−9.1%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Jul 31, 2026	Morgan Stanley	Reiterate	Underweight	$70	$68
Jul 31, 2026	UBS	Reiterate	Neutral	$87	$88
Jul 17, 2026	UBS	Reiterate	Neutral	$93	$87
Feb 17, 2026	BMO Capital	Reiterate	Outperform	$124	$100
Feb 17, 2026	Barclays	Reiterate	Overweight	$130	$95

Earnings

EPS

Estimate$1.75

ReportedDue Oct 29, 2026

Revenue

Estimate$842.5M

ReportedDue Oct 29, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Jul 30, 2026Q2 FY26	$1.20	$1.28	+6.7%	$774.8M	$779.2M	+0.6%	−4.37%
May 5, 2026Q1 FY26	$0.79	$0.82	+3.8%	$713.3M	$712.2M	−0.2%	−18.65%
Feb 12, 2026Q4 FY25	$1.13	$1.15	+1.8%	$727.5M	$733.7M	+0.9%	−18.25%
Oct 30, 2025Q3 FY25	$1.32	$1.57	+18.9%	$728.0M	$801.3M	+10.1%	+18.37%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$665.5M	$731.6M	$801.3M	$733.7M	$712.2M	$779.2M
Gross profit	$155.7M	$182.6M	$215.6M	$140.5M	$162.3M	$187.8M
Operating income	$62.3M	$86.1M	$120.8M	$45.5M	$64.9M	$79.8M
Net income	$38.0M	$54.8M	$78.6M	$21.7M	$34.1M	$40.6M
Diluted EPS	$0.66	$0.95	$1.37	$0.38	$0.62	$0.79
Gross margin	23.4%	25.0%	26.9%	19.1%	22.8%	24.1%
Operating margin	9.4%	11.8%	15.1%	6.2%	9.1%	10.2%

Fiscal years (4-quarter sums)FY21 $1.76B · FY22 $2.02B · FY23 $2.42B · FY24 $2.69B · FY25 $2.93B

Revenue by product · Q2 FY26

Full Service Center Based Care$557.3M · 72%

Backup Dependent Care$193.6M · 25%

Educational Advisory And Other Services$28.3M · 4%

Revenue by geography · Q2 FY26

North America$546.5M · 70%

Outside North America$232.7M · 30%

Balance sheet, Jun 30, 2026Cash & short-term investments $163.7M · Total debt $2.05B · Total assets $3.79B · Shareholders' equity $943.5M

Dividends

No dividends on record.

Ownership

Institutions 114.52%Insiders 0.90%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 52.61M · Float 52.04M · 98.9% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
BlackRock, Inc.	6.38M	12.13%	13F	Aug 7, 2026
AQR Capital Management LLC	3.08M	5.86%	13F	Aug 14, 2026
Kayne Anderson Rudnick Investment Management LLC	2.88M	5.47%	13F	Aug 13, 2026
Vanguard Portfolio Management	2.68M	5.09%	13G	Jul 31, 2026
Abrams Bison Investments, LLC	2.39M	4.55%	13F	Aug 14, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Aug 3, 2026	Mary Lou Burke	officer: COO North America Center Ops	−1,200	$75.57
Jul 28, 2026	Mary Lou Burke	officer: COO North America Center Ops	−500	$80.00
Oct 1, 2025	Mary Lou Burke	officer: COO North America Center Ops	−1,000	$108.52
Sep 2, 2025	Mary Lou Burke	officer: COO North America Center Ops	−1,000	$116.49