KinderCare Learning Companies, Inc.
About: KinderCare Learning Companies Inc is a private provider of early childhood education and care services (ECE) in the United States. It serves children ranging from 6 weeks to 12 years of age across its market footprint of around 1,480 early childhood education centers with a capacity of more than 194,000 children and contracts for more than 650 before- and after-school sites located in 40 states and the District of Columbia. Its segment derives revenue from providing early childhood education and care services at centers and before- and after-school sites.
Employees: 42,290
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
21% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 29
20% more funds holding
Funds holding: 84 [Q4 2024] → 101 (+17) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
0.74% less ownership
Funds ownership: 97.21% [Q4 2024] → 96.47% (-0.74%) [Q1 2025]
35% less capital invested
Capital invested by funds: $2.04B [Q4 2024] → $1.32B (-$722M) [Q1 2025]
89% less call options, than puts
Call options by funds: $266K | Put options by funds: $2.45M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
BMO Capital Jeffrey Silber | 80%upside $21 | Outperform Maintained | 15 May 2025 |
Goldman Sachs George Tong | 123%upside $26 | Buy Maintained | 14 May 2025 |
Morgan Stanley Toni Kaplan | 63%upside $19 | Overweight Maintained | 14 May 2025 |
Baird Jeffrey Meuler | 72%upside $20 | Outperform Maintained | 14 May 2025 |
UBS Joshua Chan | 80%upside $21 | Buy Maintained | 15 Apr 2025 |
Financial journalist opinion
Based on 21 articles about KLC published over the past 30 days









