Bright Horizons
BFAM
About: Bright Horizons Family Solutions Inc provider of early education and child care, family care solutions, and workforce education services that help working families and client employees personally and professionally. It provides services under multi-year contracts with employers that offer early education and child care, back-up care, and educational advisory services as part of their employee benefits package. The company has three business segments; full-service center-based child care, backup care, and educational advisory services. The majority of the revenue is generated by full-service center-based child care, which includes traditional center-based child care and early education services. Other services provided by the company include in-home child and elder care, and Others.
Employees: 32,050
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
64% more call options, than puts
Call options by funds: $729K | Put options by funds: $445K
36% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 44
2% more funds holding
Funds holding: 384 [Q1] → 392 (+8) [Q2]
0.69% more ownership
Funds ownership: 102.38% [Q1] → 103.07% (+0.69%) [Q2]
2% less capital invested
Capital invested by funds: $7.46B [Q1] → $7.29B (-$164M) [Q2]
4% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 143
50% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 2 (-2) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
Morgan Stanley
Toni Kaplan
|
$104
|
Underweight
Maintained
|
1 Aug 2025 |
|
Jefferies
Hamzah Mazari
|
$135
|
Hold
Downgraded
|
23 Jun 2025 |
Financial journalist opinion
