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

Bright Horizons Family Solutions (NYSE:BFAM) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 4.900-5.100 for the period, compared to the consensus earnings per share estimate of 4.960. The company issued revenue guidance of $3.1 billion-$3.1 billion, compared to the consensus revenue estimate of $3.1 billion.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Weiss Ratings lowered shares of Bright Horizons Family Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday. BMO Capital Markets cut their target price on shares of Bright Horizons Family Solutions from $124.00 to $100.00 and set an “outperform” rating on the stock in a report on Tuesday, February 17th. Morgan Stanley set a $70.00 price target on shares of Bright Horizons Family Solutions in a report on Friday, February 13th. The Goldman Sachs Group lowered their price objective on shares of Bright Horizons Family Solutions from $130.00 to $112.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Finally, UBS Group set a $93.00 target price on Bright Horizons Family Solutions in a report on Friday, February 13th. Four equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $107.11.

Bright Horizons Family Solutions Stock Up 0.9%

Bright Horizons Family Solutions stock opened at $81.61 on Wednesday. The company has a 50 day moving average of $79.64 and a 200-day moving average of $90.55. The company has a quick ratio of 0.52, a current ratio of 0.52 and a debt-to-equity ratio of 0.56. Bright Horizons Family Solutions has a twelve month low of $63.68 and a twelve month high of $132.99. The stock has a market capitalization of $4.31 billion, a PE ratio of 24.29, a price-to-earnings-growth ratio of 1.36 and a beta of 1.28.

Bright Horizons Family Solutions (NYSE:BFAM) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $0.82 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.03. The business had revenue of $712.22 million for the quarter, compared to analyst estimates of $713.35 million. Bright Horizons Family Solutions had a net margin of 6.58% and a return on equity of 17.41%. The firm’s quarterly revenue was up 7.0% on a year-over-year basis. During the same period last year, the business posted $0.77 earnings per share. Bright Horizons Family Solutions has set its FY 2026 guidance at 4.900-5.100 EPS. On average, equities research analysts anticipate that Bright Horizons Family Solutions will post 4.66 EPS for the current fiscal year.

Trending Headlines about Bright Horizons Family Solutions

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

• Positive Sentiment: Q1 EPS beat consensus ($0.82 vs. $0.79), showing modest improvement vs. last year and supporting profitability metrics. Bright Horizons Family Solutions (BFAM) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Management reaffirmed FY‑2026 adjusted EPS guidance of $4.90–$5.10 and raised the back‑up care growth outlook to 12–14% — the stronger back‑up care outlook is a growth catalyst for service revenue. Bright Horizons reaffirms 2026 adjusted EPS of $4.90 to $5.10 while raising back-up care growth outlook to 12% to 14%
• Neutral Sentiment: Revenue was essentially flat to estimates ($712.2M reported vs. $713.4M consensus) and rose ~7% year‑over‑year — growth exists, but the top line wasn’t a clear beat. Bright Horizons Family Solutions earnings release / call
• Neutral Sentiment: Company reiterated FY guidance (EPS band and ~ $3.1B revenue expectation) that is broadly in line with Street forecasts — this reduces downside surprise risk but doesn’t materially raise long‑term expectations. Bright Horizons Family Solutions Inc. (BFAM) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Full earnings/transcript coverage and analyst notes are available for detail on margins, regional trends and the back‑up care business — useful for investors who want Q&A color from management. Bright Horizons (BFAM) Q1 2026 Earnings Transcript
• Negative Sentiment: Top‑line fell just below consensus by a small amount and the revenue miss — though tiny — is a reminder growth is gradual and subject to client mix and utilization trends. Bright Horizons (BFAM) Reports Q1 Earnings: What Key Metrics Have to Say

Institutional Trading of Bright Horizons Family Solutions

A number of hedge funds and other institutional investors have recently modified their holdings of BFAM. Geneos Wealth Management Inc. boosted its position in 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 purchasing an additional 167 shares during the last quarter. Danske Bank A S bought a new position in Bright Horizons Family Solutions in the third quarter valued at approximately $43,000. Canada Pension Plan Investment Board increased its position in shares of Bright Horizons Family Solutions by 75.0% during the 2nd 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 raised its stake in shares of Bright Horizons Family Solutions by 206.6% during the 2nd quarter. Tower Research Capital LLC TRC now owns 883 shares of the company’s stock worth $109,000 after purchasing an additional 595 shares in the last quarter. Finally, Quantbot Technologies LP acquired a new stake in shares of Bright Horizons Family Solutions in the 2nd quarter valued at approximately $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.