Bright Horizons Family Solutions (NYSE:BFAM) Updates FY 2026 Earnings Guidance

Bright Horizons Family Solutions (NYSE:BFAM) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 4.900-5.100 for the period, compared to the consensus EPS estimate of 4.920. The company issued revenue guidance of $3.1 billion-$3.1 billion, compared to the consensus revenue estimate of $3.1 billion.

Bright Horizons Family Solutions Price Performance

BFAM traded down $16.63 during trading on Friday, hitting $65.20. 1,723,278 shares of the company traded hands, compared to its average volume of 743,579. The company has a current ratio of 0.54, a quick ratio of 0.54 and a debt-to-equity ratio of 0.52. The company has a market cap of $3.69 billion, a PE ratio of 18.74, a P/E/G ratio of 0.99 and a beta of 1.40. The stock’s 50-day simple moving average is $96.75 and its two-hundred day simple moving average is $104.23. Bright Horizons Family Solutions has a 1 year low of $63.68 and a 1 year high of $132.99.

Bright Horizons Family Solutions (NYSE:BFAM) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.15 earnings per share for the quarter, beating the consensus estimate of $1.13 by $0.02. Bright Horizons Family Solutions had a return on equity of 17.07% and a net margin of 6.98%.The business had revenue of $733.70 million during the quarter, compared to analysts’ expectations of $727.44 million. During the same quarter last year, the business posted $0.98 EPS. The firm’s revenue for the quarter was up 9.2% compared to the same quarter last year. Bright Horizons Family Solutions has set its FY 2026 guidance at 4.900-5.100 EPS. As a group, sell-side analysts anticipate that Bright Horizons Family Solutions will post 3.61 earnings per share for the current fiscal year.

Analyst Ratings Changes

BFAM has been the subject of several analyst reports. Morgan Stanley lowered their target price on shares of Bright Horizons Family Solutions from $99.00 to $93.00 and set an “underweight” rating for the company in a report on Wednesday, December 17th. Robert W. Baird set a $136.00 price target on Bright Horizons Family Solutions in a report on Friday, October 31st. Wall Street Zen cut Bright Horizons Family Solutions from a “buy” rating to a “hold” rating in a report on Sunday, November 30th. JPMorgan Chase & Co. boosted their target price on shares of Bright Horizons Family Solutions from $156.00 to $160.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Finally, Deutsche Bank Aktiengesellschaft set a $99.00 price target on shares of Bright Horizons Family Solutions and gave the stock a “hold” rating in a report on Friday. Three analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $121.25.

Key Headlines Impacting Bright Horizons Family Solutions

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

• Positive Sentiment: Q4 results beat consensus: GAAP EPS $1.15 vs $1.13 expected and revenue $733.7M vs $727.4M, with revenue +9.2% year‑over‑year — confirms demand resilience and modest upside to estimates. Bright Horizons Family Solutions Inc (BFAM) Q4 2025 Earnings Call Highlights: Strong Revenue …
• Neutral Sentiment: FY‑2026 guidance provided: EPS range $4.90–$5.10 and revenue target ~$3.1B — roughly in line with consensus (consensus EPS ~4.92), so guidance itself is not a major beat but leaves little surprise upside. Management provided details on outlook in the earnings call/transcript. Bright Horizons targets $3.1B revenue and $5.10 EPS for 2026 while advancing portfolio rationalization
• Neutral Sentiment: Detailed call transcript is available — useful for investors to check management commentary on enrollment trends, margin trajectory and assumptions behind guidance. Bright Horizons Family Solutions Inc. (BFAM) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management announced portfolio rationalization initiatives — while potentially value‑adding long term, such moves can trigger near‑term uncertainty, restructuring costs or asset sales that worried investors. Bright Horizons targets $3.1B revenue and $5.10 EPS for 2026 while advancing portfolio rationalization
• Negative Sentiment: Investor litigation/investigation alert: Scott+Scott has opened an investigation into Bright Horizons’ directors and officers for potential breaches of fiduciary duty — creates legal risk and adds to investor uncertainty. BRIGHT HORIZONS FAMILY SOLUTIONS INC. INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates Bright Horizons Family Solutions Inc.’s Directors and Officers for Breach of …

Hedge Funds Weigh In On Bright Horizons Family Solutions

Large investors have recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. grew its holdings in shares of Bright Horizons Family Solutions by 98.8% during the first quarter. Geneos Wealth Management Inc. now owns 336 shares of the company’s stock valued at $43,000 after buying an additional 167 shares during the last quarter. Danske Bank A S acquired a new stake in Bright Horizons Family Solutions during the 3rd quarter valued at approximately $43,000. Canada Pension Plan Investment Board raised its holdings in shares of Bright Horizons Family Solutions by 75.0% during the second quarter. Canada Pension Plan Investment Board now owns 700 shares of the company’s stock worth $87,000 after purchasing an additional 300 shares during the last quarter. Tower Research Capital LLC TRC lifted its position in Bright Horizons Family Solutions by 206.6% during the second quarter. Tower Research Capital LLC TRC now owns 883 shares of the company’s stock valued at $109,000 after purchasing an additional 595 shares during the period. Finally, Quantbot Technologies LP acquired a new stake in Bright Horizons Family Solutions during the 2nd quarter worth about $123,000.

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.