BrightSpring Health ServicesBTSG
BTSG
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 Services and others. It generates the majority of its revenue from the Pharmacy Solutions segment.
Employees: 600
0
Funds holding %
of 7,311 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
130% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 20
38% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 42
18% more funds holding
Funds holding: 137 [Q4 2024] → 162 (+25) [Q1 2025]
5% more capital invested
Capital invested by funds: $3.35B [Q4 2024] → $3.52B (+$162M) [Q1 2025]
2.0% less ownership
Funds ownership: 113.09% [Q4 2024] → 111.09% (-2.0%) [Q1 2025]
14% less call options, than puts
Call options by funds: $904K | Put options by funds: $1.06M
20% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 4 (-1) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$25
15%
upside
Avg. target
$26
20%
upside
High target
$27
24%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo Stephen Baxter | 24%upside $27 | Overweight Maintained | 13 May 2025 |
Morgan Stanley Erin Wright | 15%upside $25 | Overweight Maintained | 9 May 2025 |
Financial journalist opinion
Based on 11 articles about BTSG published over the past 30 days
Positive
Investors Business Daily
1 week ago
BrightSpring Health Leads Companies In Line For Triple-Digit Profit Growth
This home health company's profit is expected to soar 273% in 2025. Shares are near a buy point.
Positive
Zacks Investment Research
1 week ago
BTSG vs. OPCH: Which Home Infusion Stock is a Better Buy Now?
BTSG surges with 33% infusion growth and stronger EPS gains, making it a more compelling pick than OPCH right now.
Positive
Zacks Investment Research
1 week ago
BTSG Raises 2025 Financial Outlook: What's Backing It?
BrightSpring boosts 2025 guidance as Pharmacy and Provider segments post strong gains and margin initiatives take hold.
Positive
Zacks Investment Research
2 weeks ago
Can BrightSpring's Q1 Strength Carry Through 2025 Headwinds?
BTSG faces margin pressure, but strong first-quarter gains in Pharmacy Solution and Provider Services lift confidence.
Neutral
GlobeNewsWire
2 weeks ago
BrightSpring Health Services Announces Onco360® Selected as National Pharmacy Partner for Multiple New Cancer and Rare Disease Drugs
LOUISVILLE, Ky., June 18, 2025 (GLOBE NEWSWIRE) -- BrightSpring Health Services (“BrightSpring” or “BrightSpring Health Services”) (NASDAQ: BTSG) is proud to announce that its specialty pharmacy, Onco360®, has been selected as the national pharmacy partner for several newly approved therapies in the treatment of advanced cancers and rare genetic disorders.
Positive
Zacks Investment Research
3 weeks ago
3 Medical Services Stocks Capitalizing on the Healthcare AI Boom
CVS, BTSG and WGS are three medical services stocks tapping into AI and tech-driven care to boost diagnostics, cut costs and drive growth in 2025.
Positive
Zacks Investment Research
3 weeks ago
5 Broker-Favored Stocks to Watch Amid Cooling Inflation
With inflation easing and consumer confidence rebounding, brokers favor stocks like BTSG, ALGT, CVI, ALTG and CBRL.
Positive
Zacks Investment Research
3 weeks ago
BrightSpring's Home Health Arm Soars: What's Powering Growth?
BTSG's Home Health Care Q1 2025 sales surge 21%, fueled by Medicare Advantage gains and high patient satisfaction.
Neutral
GlobeNewsWire
3 weeks ago
BrightSpring Announces Pricing of Secondary Offering of Common Stock
LOUISVILLE, Ky., June 10, 2025 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (NASDAQ: BTSG) (“BrightSpring” or the “Company”), a leading provider of home and community-based health services for complex populations, today announced the pricing of the previously announced underwritten secondary offering by certain of its stockholders (the “Selling Stockholders”), including affiliates of Kohlberg Kravis Roberts & Co. L.P. (the “KKR Selling Stockholder”) and certain members of management, of an aggregate 14,000,000 shares of common stock of BrightSpring pursuant to a shelf registration statement filed by BrightSpring with the U.S. Securities and Exchange Commission (the “SEC”), at the public offering price of $21.75 per share. The KKR Selling Stockholder has granted the underwriters a 30-day option to purchase up to an additional 2,100,000 shares of BrightSpring's common stock. No shares are being sold by BrightSpring in the offering. The Selling Stockholders will receive all of the proceeds from this offering. The offering is expected to close on June 12, 2025, subject to customary closing conditions.
Neutral
GlobeNewsWire
3 weeks ago
BrightSpring Announces Secondary Offering of Common Stock
LOUISVILLE, Ky., June 10, 2025 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (NASDAQ: BTSG) (“BrightSpring” or the “Company”), a leading provider of home and community-based health services for complex populations, today announced that certain of its stockholders (the “Selling Stockholders”), including affiliates of Kohlberg Kravis Roberts & Co. L.P. (the “KKR Selling Stockholder”) and certain members of management, intend to offer for sale in an underwritten secondary offering an aggregate 14,000,000 shares of common stock of BrightSpring pursuant to a shelf registration statement filed by BrightSpring with the U.S. Securities and Exchange Commission (the “SEC”). The KKR Selling Stockholder expects to grant the underwriters a 30-day option to purchase up to an additional 2,100,000 shares of BrightSpring's common stock. No shares are being sold by BrightSpring in the offering. The Selling Stockholders will receive all of the proceeds from this offering.
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