KinderCare Learning Companies, Inc.
KLC
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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
71% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 24
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
2% more funds holding
Funds holding: 101 [Q1] → 103 (+2) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
1.02% less ownership
Funds ownership: 96.47% [Q1] → 95.44% (-1.02%) [Q2]
14% less capital invested
Capital invested by funds: $1.32B [Q1] → $1.14B (-$182M) [Q2]
95% less call options, than puts
Call options by funds: $174K | Put options by funds: $3.6M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
UBS
Joshua Chan
|
$11
|
Buy
Maintained
|
14 Aug 2025 |
Morgan Stanley
Toni Kaplan
|
$14
|
Overweight
Maintained
|
13 Aug 2025 |
JP Morgan
Andrew Steinerman
|
$10
|
Neutral
Downgraded
|
13 Aug 2025 |
Goldman Sachs
George Tong
|
$20
|
Buy
Maintained
|
13 Aug 2025 |
BMO Capital
Jeffrey Silber
|
$12
|
Outperform
Maintained
|
13 Aug 2025 |
Baird
Jeffrey Meuler
|
$13
|
Outperform
Maintained
|
13 Aug 2025 |
Barclays
Manav Patnaik
|
$9
|
Equal-Weight
Downgraded
|
13 Aug 2025 |
Financial journalist opinion
Based on 141 articles about KLC published over the past 30 days