BrightSpring Health ServicesBTSG
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
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
2 analyst ratings
Wells Fargo Stephen Baxter | 27%upside $27 | Overweight Maintained | 13 May 2025 |
Morgan Stanley Erin Wright | 18%upside $25 | Overweight Maintained | 9 May 2025 |
Financial journalist opinion
Based on 11 articles about BTSG published over the past 30 days









