BrightSpring Health ServicesBTSG Market cap $2.53B
About: BrightSpring Health Services Inc is a home and community-based healthcare services platform, focused on delivering complementary pharmacy and provider services to complex patients. Its platform delivers clinical services and pharmacy solutions across Medicare, Medicaid, and commercially insured populations. Its segments include Pharmacy Solutions, Provider Service. and others. It generates the majority of its revenue from the Pharmacy Solutions segment.
Employees: 35,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
160% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 15
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
13% more funds holding
Funds holding: 85 [Q1] → 96 (+11) [Q2]
8% more capital invested
Capital invested by funds: $2.06B [Q1] → $2.23B (+$165M) [Q2]
3.88% more ownership
Funds ownership: 110.47% [Q1] → 114.35% (+3.88%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]
54% less call options, than puts
Call options by funds: $22K | Put options by funds: $48K
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
BTIG David Larsen 33% 1-year accuracy 3 / 9 met price target | 36%upside $20 | Buy Maintained | 3 Oct 2024 |
Guggenheim | 22%upside $18 | Buy Maintained | 1 Oct 2024 |
Goldman Sachs Jamie Perse 82% 1-year accuracy 9 / 11 met price target | 22%upside $18 | Buy Maintained | 9 Aug 2024 |
Financial journalist opinion
Based on 16 articles about BTSG published over the past 30 days