KinderCare Learning Companies (KLC)
Runs early-childhood centers, school-age programs, and employer childcare services across the United States.
Something off on this page? Send us feedback.
Provides tuition-funded early-childhood education and care through KinderCare Learning Centers and The Crème School, plus before- and after-school programs under Champions. The business is concentrated in the United States and depends on enrollment, staffing, employer partnerships, school relationships, and government-subsidized tuition flows.
Runs a U.S. early-childhood and school-age care platform built around KinderCare Learning Centers, The Crème School, and Champions. Center programs serve infants through kindergarten, while Champions extends the model into before- and after-school and summer programs for older children.
Revenue comes mainly from tuition for care and education delivered in community centers, employer-based centers, and school-site programs. The footprint is concentrated in the United States, with operations spread across many states and the District of Columbia.
Execution depends on keeping classrooms staffed, licensed, and enrolled while coordinating with families, employers, schools, and public subsidy agencies. The company reports one consolidated segment, so brand-level activity rather than SEC segment structure best describes the operating mix.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | UBS | Reiterate | Rating: —Target: $5 | Target: $4.50 |
| Aug 14, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $5 | Target: $6 |
| May 18, 2026 | BMO Capital | Reiterate | Rating: —Target: $4 | Target: $6 |
| May 18, 2026 | Barclays | Reiterate | Rating: —Target: $38 | Target: $3 |
| May 15, 2026 | Deutsche Bank | Target | Target: — | Target: $5 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 4, 2026Cash & short-term investments $173.7M · Total debt $2.51B · Total assets $3.40B · Shareholders' equity $466.2M
- Revenue
- $697.5M
- Operating income
- $2.4M
- Net income
- −$8.8M
No dividends on record.
| Institutions | 92.01% | 109.05M shares | |
|---|---|---|---|
| 114 holders · as of Jun 30, 2026 | |||
| Insiders | 2.72% | 3.23M shares | |
| 10 holders · as of Sep 16, 2026 | |||
| Other | 5.27% | 6.24M shares | |
| remainder | |||
118.52M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Partners Group Holding AGInstitution | 68.70% | 81.42M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 4.82% | 5.71M | as of Jun 30, 2026 |
Silver Point Capital L.P.Institution | 4.31% | 5.11M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 1.87% | 2.21M | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 1.64% | 1.94M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 19, 2026 | Michael Nuzzo | director | +25,000 | $2.22 |
| Mar 17, 2026 | John T. Wyatt | director, officer: Chief Executive Officer | +219,118 | $1.96 |
| Mar 18, 2026 | John T. Wyatt | director, officer: Chief Executive Officer | +275,000 | $2.07 |
- Bright Horizons Family Solutions
Direct U.S. public peer in employer-sponsored and center-based care
- Goldman Sachs ActiveBeta Emerging Markets Equity ETF
Listed Australian childcare-center operator; sector peer with no U.S. overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| KinderCare Learning Companies | $2.31 | +0.66% | $271.2M | — | 18.7 | 0.1 | −0.4% |
| Bright Horizons Family Solutions | $64.93 | +2.61% | $3.33B | 20.0 | 12.0 | 1.1 | +6.5% |
| Goldman Sachs ActiveBeta Emerging Markets Equity ETF | $52.74 | +0.09% | $1.79B | — | — | — | — |
| Median | 20.0 | 12.0 | 1.1 | +6.5% |