BFAM · NYSE · Specialty Business Services

Bright Horizons Family Solutions (BFAM)

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

$65.33
vs last close+2.05 (+3.24%)
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Bright Horizons Family Solutions Inc.BFAM
Industrials

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

Market cap$3.33B
EPS (ttm)$3.16
P/E (ttm)20.03
ROE14.4%
P/B3.53
P/S1.10
Dividend yieldDiv yield
Beta−0.23vs XLI −0.55

Price target$78.00+23.3%Average of 20 analysts
ConsensusHold10 of 20 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 31, 2026Morgan StanleyReiterate
Rating: Target: $70
Rating: UnderweightTarget: $68
Jul 31, 2026UBSReiterate
Rating: Target: $87
Rating: NeutralTarget: $88
Jul 17, 2026UBSReiterate
Rating: Target: $93
Rating: NeutralTarget: $87
Feb 17, 2026BMO CapitalReiterate
Rating: Target: $124
Rating: OutperformTarget: $100
Feb 17, 2026BarclaysReiterate
Rating: Target: $130
Rating: OverweightTarget: $95

Next report
Oct 29, 26
in 37 days
EPS estimate
$1.75
Revenue estimate
$842.5M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26May '26Jul '26Oct '26
Reported$0.98$0.77$1.07$1.57$1.15$0.82$1.28Pending
Estimate$0.91$0.63$1.00$1.32$1.13$0.79$1.20$1.75
Surprise+7.7%+22.2%+7.0%+18.9%+1.8%+3.8%+6.7%

RevenueReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26May '26Jul '26Oct '26
Reported$674.1M$665.5M$731.6M$801.3M$733.7M$712.2M$779.2MPending
Estimate$672.0M$664.6M$781.2M$728.0M$727.5M$713.3M$774.8M$842.5M
Surprise+0.3%+0.1%−6.3%+10.1%+0.9%−0.2%+0.6%
Estimate$1.75
ReportedDue Oct 29, 2026
Estimate$842.5M
ReportedDue Oct 29, 2026
View details

Debt to equity217.80%
Current ratio47.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$719.1M$674.1M$665.5M$731.6M$801.3M$733.7M$712.2M$779.2M
Net income$54.9M$29.1M$38.0M$54.8M$78.6M$21.7M$34.1M$40.6M
Net margin7.6%4.3%5.7%7.5%9.8%3.0%4.8%5.2%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$89.4M$48.2M$62.3M$86.1M$120.8M$45.5M$64.9M$79.8M
YoY growth+33.8%+70.8%+55.9%+24.6%+35.2%−5.7%+4.3%−7.2%

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

Revenue
$779.2M
Operating income
$79.8M
Net income
$40.6M
View details

No dividends on record.

Institutions105.92%55.72M shares
393 holders · as of Jun 30, 2026
Insiders0.90%473.6K shares
16 holders · as of Sep 2, 2026
Adds to106.82%

52.61M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 106.82%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
12.13%6.38Mas of Jun 30, 2026
Durable Capital Partners LPInstitution
6.02%3.17Mfiled Jul 24, 2023
AQR Capital Management LLCInstitution
5.86%3.08Mas of Jun 30, 2026
Kayne Anderson Rudnick Investment Management LLCInstitution
5.47%2.88Mas of Jun 30, 2026
Abrams Bison Investments, L.L.C.Institution
5.19%2.73Mfiled Sep 17, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 2, 2026Mary Ann Tociodirector−6,000$72.65
Sep 1, 2026Mary Lou Burkeofficer: COO North America Center Ops−1,200$75.00
Aug 3, 2026Mary Lou Burkeofficer: COO North America Center Ops−1,200$75.57
Jul 28, 2026Mary Lou Burkeofficer: COO North America Center Ops−500$80.00
Oct 1, 2025Mary Lou Burkeofficer: COO North America Center Ops−1,000$108.52
View details

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