Bright HorizonsBFAM
Market Cap: $7.98B
About: Bright Horizons Family Solutions Inc provides education and care solutions designed to help employers support their employees in managing their work/life balance. The company has three business segments: full-service center-based child care, backup care, and educational advisory services. The vast majority of the company's revenue is generated by full-service center-based child care, which includes traditional center-based child care and early education services. Other services provided by the company include in-home child and elder care, tuition assistance, and education consulting. The company earns more than half of its revenue in North America.
Employees: 31,400
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
873% more call options, than puts
Call options by funds: $3.96M | Put options by funds: $407K
67% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]
30% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 33
3% more funds holding
Funds holding: 303 [Q1] → 313 (+10) [Q2]
2% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 115
3.89% less ownership
Funds ownership: 107.35% [Q1] → 103.46% (-3.89%) [Q2]
6% less capital invested
Capital invested by funds: $7.05B [Q1] → $6.6B (-$445M) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Barclays Manav Patnaik 74% 1-year accuracy 20 / 27 met price target | 16%upside $160 | Overweight Maintained | 30 Aug 2024 |
JP Morgan Andrew Steinerman 77% 1-year accuracy 17 / 22 met price target | 0%downside $137 | Overweight Maintained | 2 Aug 2024 |
BMO Capital Jeffrey Silber 43% 1-year accuracy 12 / 28 met price target | 11%downside $122 | Market Perform Maintained | 2 Aug 2024 |
Goldman Sachs George Tong 74% 1-year accuracy 17 / 23 met price target | 3%upside $142 | Buy Maintained | 2 Aug 2024 |
Baird Jeffrey Meuler 56% 1-year accuracy 9 / 16 met price target | 5%downside $131 | Neutral Maintained | 2 Aug 2024 |
Financial journalist opinion
Based on 7 articles about BFAM published over the past 30 days