Bright Horizons Family Solutions Inc. $BFAM Shares Bought by TimesSquare Capital Management LLC

TimesSquare Capital Management LLC grew its position in Bright Horizons Family Solutions Inc. (NYSE:BFAM) by 16.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 200,475 shares of the company’s stock after buying an additional 28,827 shares during the period. TimesSquare Capital Management LLC owned 0.35% of Bright Horizons Family Solutions worth $21,766,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Artisan Partners Limited Partnership lifted its stake in shares of Bright Horizons Family Solutions by 10.4% in the 2nd quarter. Artisan Partners Limited Partnership now owns 1,797,368 shares of the company’s stock valued at $222,137,000 after purchasing an additional 168,891 shares during the last quarter. State Street Corp lifted its position in Bright Horizons Family Solutions by 1.5% in the second quarter. State Street Corp now owns 1,014,845 shares of the company’s stock valued at $125,425,000 after buying an additional 15,296 shares during the last quarter. Conestoga Capital Advisors LLC boosted its stake in Bright Horizons Family Solutions by 2.6% during the third quarter. Conestoga Capital Advisors LLC now owns 880,580 shares of the company’s stock worth $95,605,000 after buying an additional 22,570 shares during the period. AQR Capital Management LLC boosted its stake in Bright Horizons Family Solutions by 5.8% during the second quarter. AQR Capital Management LLC now owns 796,651 shares of the company’s stock worth $98,458,000 after buying an additional 43,418 shares during the period. Finally, Ameriprise Financial Inc. increased its position in shares of Bright Horizons Family Solutions by 25.1% during the second quarter. Ameriprise Financial Inc. now owns 723,005 shares of the company’s stock valued at $89,356,000 after acquiring an additional 145,250 shares during the last quarter.

Analyst Ratings Changes

Several analysts recently weighed in on the stock. The Goldman Sachs Group dropped their target price on shares of Bright Horizons Family Solutions from $130.00 to $112.00 and set a “buy” rating for the company in a report on Friday. Weiss Ratings restated a “hold (c)” rating on shares of Bright Horizons Family Solutions in a research report on Monday, December 29th. Zacks Research downgraded Bright Horizons Family Solutions from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. JPMorgan Chase & Co. raised their target price on Bright Horizons Family Solutions from $156.00 to $160.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Finally, UBS Group set a $93.00 price target on shares of Bright Horizons Family Solutions in a research note on Friday. Three equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $111.63.

Bright Horizons Family Solutions Price Performance

Shares of NYSE BFAM opened at $66.99 on Monday. The stock’s 50-day moving average is $96.02 and its two-hundred day moving average is $103.79. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.54 and a quick ratio of 0.54. The company has a market cap of $3.79 billion, a price-to-earnings ratio of 19.94, a price-to-earnings-growth ratio of 0.81 and a beta of 1.40. Bright Horizons Family Solutions Inc. has a 1-year low of $63.68 and a 1-year high of $132.99.

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

Key Stories Impacting Bright Horizons Family Solutions

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

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.