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

Bright Horizons Family Solutions (NYSE:BFAM) issued an update on its FY 2026 earnings guidance on Thursday morning. 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 Trading Down 18.1%

Shares of BFAM stock opened at $66.99 on Friday. The company has a 50-day moving average of $96.02 and a two-hundred day moving average of $103.92. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.54 and a quick ratio of 0.54. Bright Horizons Family Solutions has a 1-year low of $63.68 and a 1-year high of $132.99. The firm has a market cap of $3.79 billion, a PE ratio of 19.94, a price-to-earnings-growth ratio of 1.00 and a beta of 1.40.

Bright Horizons Family Solutions (NYSE:BFAM) last issued its quarterly earnings data on Thursday, February 12th. The company reported $1.15 earnings per share for the quarter, beating analysts’ consensus estimates of $1.13 by $0.02. Bright Horizons Family Solutions had a return on equity of 17.27% and a net margin of 6.58%.The business had revenue of $733.70 million during the quarter, compared to analysts’ expectations of $727.44 million. During the same period in the previous year, the firm posted $0.98 earnings per share. The company’s revenue was up 9.2% on a year-over-year basis. Bright Horizons Family Solutions has set its FY 2026 guidance at 4.900-5.100 EPS. On average, analysts predict that Bright Horizons Family Solutions will post 3.61 EPS for the current year.

Analysts Set New Price Targets

BFAM has been the topic of a number of research reports. Weiss Ratings restated a “hold (c)” rating on shares of Bright Horizons Family Solutions in a research report on Monday, December 29th. Robert W. Baird set a $100.00 price objective on Bright Horizons Family Solutions in a report on Friday. JPMorgan Chase & Co. increased 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 report on Friday, October 31st. UBS Group set a $93.00 target price on Bright Horizons Family Solutions in a report on Friday. Finally, The Goldman Sachs Group reduced their price target on shares of Bright Horizons Family Solutions from $130.00 to $112.00 and set a “buy” rating on the stock in a report on Friday. Three research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $111.63.

Key Bright Horizons Family Solutions News

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

• Positive Sentiment: Q4 results narrowly beat expectations — EPS $1.15 vs. $1.13 consensus and revenue $733.7M (revenue +9.2% YoY), showing underlying demand strength. Bright Horizons Family Solutions (BFAM) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Management set FY2026 EPS guidance of $4.90–$5.10 and revenue target near $3.1B, implying continued earnings recovery and mid-single-digit top-line growth. Bright Horizons Family Solutions Inc (BFAM) Q4 2025 Earnings Call Highlights: Strong Revenue …
• Neutral Sentiment: Guidance is roughly in line with street estimates (consensus ~4.92 EPS) — not a meaningful raise, which may temper enthusiasm despite the beat. Bright Horizons targets $3.1B revenue and $5.10 EPS for 2026 while advancing portfolio rationalization
• Neutral Sentiment: Company is advancing a portfolio rationalization program — could improve margins long term but creates near-term uncertainty about dispositions and execution. Bright Horizons targets $3.1B revenue and $5.10 EPS for 2026 while advancing portfolio rationalization
• Negative Sentiment: Shares fell to a 52-week low after the results; market reaction reflects disappointment that the beat didn’t translate into stronger forward optimism. Bright Horizons Shares Drop to 52-Week Low After 4Q Earnings Decline
• Negative Sentiment: An investor alert notes a probe into Bright Horizons’ directors and officers (Scott+Scott), which adds legal/rep risk and may increase short-term selling pressure. BRIGHT HORIZONS FAMILY SOLUTIONS INC. INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates…
• Neutral Sentiment: Earnings call transcript and analyses are available for detail-oriented investors evaluating margin drivers and the cadence of portfolio actions. BFAM Q4 2025 Earnings Call Transcript

Institutional Trading of Bright Horizons Family Solutions

Large investors have recently added to or reduced their stakes in the stock. NewEdge Advisors LLC grew its stake in shares of Bright Horizons Family Solutions by 24.1% during the first quarter. NewEdge Advisors LLC now owns 6,750 shares of the company’s stock valued at $858,000 after acquiring an additional 1,312 shares in the last quarter. Goldman Sachs Group Inc. raised its stake in Bright Horizons Family Solutions by 149.1% during the first quarter. Goldman Sachs Group Inc. now owns 614,293 shares of the company’s stock valued at $78,040,000 after buying an additional 367,711 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of Bright Horizons Family Solutions by 12.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 195,119 shares of the company’s stock worth $24,788,000 after acquiring an additional 20,859 shares in the last quarter. Jane Street Group LLC lifted its stake in Bright Horizons Family Solutions by 646.2% during the first quarter. Jane Street Group LLC now owns 59,643 shares of the company’s stock worth $7,577,000 after purchasing an additional 51,650 shares during the last quarter. Finally, Focus Partners Wealth boosted its holdings in Bright Horizons Family Solutions by 70.5% in the first quarter. Focus Partners Wealth now owns 4,516 shares of the company’s stock worth $574,000 after purchasing an additional 1,868 shares during the period.

About Bright Horizons Family Solutions

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.