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BFAM

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

At today's price, BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) is priced for -3.4% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
-3.4% growth
Priced In
within-range

Key Takeaways

• Bright Horizons runs employer-sponsored child-care centers, back-up care, and educational advisory services, and the growth is increasingly in the asset-light pieces: back-up care revenue rose 12.5% to $145 million last quarter at an 18% operating margin [Source: Bright Horizons Q1 2026 earnings release]. • The center business is still healing unevenly, with Full Service up 6% but Australia weighing on enrollment and margins by more than management originally expected, the clearest soft spot i

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Institutional ownership

356 institutional managers reported holding BFAM in 13F filings for the quarter ended 2026-03-31. 56 opened new positions that quarter. Held by Vanguard Group, AQR Capital, BlackRock, among others. On the short side, 2.8M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (2.6 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

BFAM has cut its share count 10.3% over the past five years, spending $865.51M on repurchases. It pays no dividend. Cash returned over the past three years: $539.23M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at BFAM over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

BFAM's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-09-2.8%-11.0%
2023-11-07+9.5%+11.8%
2024-02-28+6.4%-9.1%
2024-05-07+7.2%-5.7%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

BFAM's latest 8-K filings: 2026-06-03 (items 5.07); 2026-06-01 (items 1.01, 2.03, 9.01); 2026-05-05 (items 2.02, 7.01, 9.01); 2026-03-09 (items 8.01); 2026-02-12 (items 2.02, 5.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

Compare BFAM

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.