Pictet Asset Management Holding SA Has $799,000 Stake in Bright Horizons Family Solutions Inc. $BFAM

Pictet Asset Management Holding SA reduced its position in shares of Bright Horizons Family Solutions Inc. (NYSE:BFAM) by 91.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,875 shares of the company’s stock after selling 88,967 shares during the period. Pictet Asset Management Holding SA’s holdings in Bright Horizons Family Solutions were worth $799,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of BFAM. Inscription Capital LLC lifted its stake in Bright Horizons Family Solutions by 68.7% in the 4th quarter. Inscription Capital LLC now owns 5,785 shares of the company’s stock valued at $587,000 after acquiring an additional 2,355 shares in the last quarter. Impax Asset Management Group plc lifted its position in shares of Bright Horizons Family Solutions by 66.9% in the fourth quarter. Impax Asset Management Group plc now owns 36,428 shares of the company’s stock worth $3,694,000 after purchasing an additional 14,606 shares in the last quarter. Concurrent Investment Advisors LLC bought a new stake in shares of Bright Horizons Family Solutions in the fourth quarter worth $224,000. Laurus Global Equity Management Inc. acquired a new position in Bright Horizons Family Solutions during the fourth quarter worth $439,000. Finally, HB Wealth Management LLC bought a new position in Bright Horizons Family Solutions in the fourth quarter valued at $206,000.

Bright Horizons Family Solutions News Roundup

Here are the key news stories impacting Bright Horizons Family Solutions this week:

• Positive Sentiment: Q1 beat and upbeat guidance — BFAM reported Q1 EPS $0.82 (vs. $0.79 est.) and management reaffirmed FY‑2026 adjusted EPS of $4.90–$5.10 while raising its back‑up care growth outlook to 12–14%, supporting the revenue/earnings thesis investors were watching. Bright Horizons reaffirms 2026 adjusted EPS…
• Positive Sentiment: Quarterly results corroborated by coverage — Market writeups (Zacks/earnings transcripts) show the beat and year‑over‑year revenue growth (~7%), which reassures investors focused on topline recovery and margin progress. Bright Horizons Family Solutions (BFAM) Tops Q1 Earnings…
• Positive Sentiment: Employer brand recognition — Bright Horizons was named a 2026 Best Place to Work by the Boston Business Journal, a modest positive for recruiting/retention in a labor‑intensive business. Bright Horizons Named 2026 Best Place to Work…
• Neutral Sentiment: Analyst note: JPMorgan trimmed its price target from $115 to $105 but kept an overweight rating — still constructive, though the lower PT reduces near‑term upside expectations. Bright Horizons Family Solutions (NYSE:BFAM) Price Target Lowered to $105.00 at JPMorgan Chase & Co.
• Neutral Sentiment: Earnings call & transcript available — Investors can review the detailed Q1 call/transcript for color on enrollment, corporate demand and margin levers; these details will drive the next leg of sentiment. Bright Horizons (BFAM) Q1 2026 Earnings Transcript
• Negative Sentiment: UBS cut its price target to $88 and moved to a neutral rating — a clear downward revision that reduces analyst‑driven upside and adds selling pressure. Bright Horizons Family Solutions (NYSE:BFAM) Price Target Lowered to $88.00 at UBS Group
• Negative Sentiment: Media caution on sustainability — A Yahoo piece asks whether back‑up care growth is masking deeper enrollment and earnings pressures, flagging risks investors will watch in upcoming quarters (enrollment trends, utilization, margins). Are Bright Horizons Family Solutions’ (BFAM) Back-Up Care Gains Masking Deeper Enrollment and Earnings Pressures?

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on BFAM. Barclays lowered their price target on shares of Bright Horizons Family Solutions from $160.00 to $95.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 17th. The Goldman Sachs Group dropped their target price on Bright Horizons Family Solutions from $130.00 to $112.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Robert W. Baird set a $100.00 price target on Bright Horizons Family Solutions in a research report on Friday, February 13th. Weiss Ratings cut Bright Horizons Family Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, May 1st. Finally, UBS Group cut their price objective on Bright Horizons Family Solutions from $93.00 to $88.00 and set a “neutral” rating for the company in a report on Wednesday. Four research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $100.44.

Bright Horizons Family Solutions Trading Up 3.3%

Shares of NYSE:BFAM opened at $68.58 on Friday. Bright Horizons Family Solutions Inc. has a 52-week low of $63.68 and a 52-week high of $132.99. The company has a debt-to-equity ratio of 0.56, a quick ratio of 0.52 and a current ratio of 0.52. The company has a market capitalization of $3.62 billion, a P/E ratio of 20.66, a price-to-earnings-growth ratio of 1.12 and a beta of 1.28. The company has a 50-day simple moving average of $79.47 and a 200 day simple moving average of $90.10.

Bright Horizons Family Solutions (NYSE:BFAM) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $0.82 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.03. The firm had revenue of $712.22 million for the quarter, compared to the consensus estimate of $713.35 million. Bright Horizons Family Solutions had a return on equity of 17.22% and a net margin of 6.35%.The business’s revenue was up 7.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.77 earnings per share. Bright Horizons Family Solutions has set its FY 2026 guidance at 4.900-5.100 EPS. Sell-side analysts forecast that Bright Horizons Family Solutions Inc. will post 4.66 earnings per share for the current year.

Bright Horizons Family Solutions Company Profile

Bright Horizons Family Solutions, Inc (NYSE: BFAM) is a leading provider of employer-sponsored child care and early education services, offering a range of solutions designed to support working families and organizations. Through a network of on-site, near-site and center-based programs, the company partners with corporate and nonprofit clients to deliver infant, toddler, preschool and school-age care. Services emphasize age-appropriate curriculum, developmental milestones and community engagement to ensure high-quality learning experiences.