Market Cap
$11.2B
BTSG
BrightSpring Health Services, Inc.
$60.25 ▲ +5.22%
Prev close $57.26Market cap$11.2B
ConsensusStrong Buy
12-mo target$78.94 (+31.0%)
▲ Bullish
Analyst conviction 10/10
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)39 New Institutional Positions11 Institutional Exits Healthcare & Medical Devices
Snapshot
The big-picture read on BTSG right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (96%)
Inst. Holders
50 funds
Inst. Value
$9.8B
Inst. Activity
39 buys / 11 sells
Insider Activity
$0.00 buy / $2.5B sell
Insider Net $
-$2.5B
SEC Reports
12
Press Releases
4
Price chart 30d -1.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earnings
BrightSpring Health Services, Inc. to Announce Third Quarter 2026 Financial Results on October 30, 2026
LOUISVILLE, Ky., Oct. 01, 2026 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (“BrightSpring
Sep 14, 2026 Insider
Greenwell Scott A. sold 15,099 shares
President, PharMerica @ $57.91 ($874.4K)
Sep 14, 2026 Insider
Greenwell Scott A. acquired via exercise 11,973 shares
President, PharMerica @ $22.27 ($266.6K)
Aug 26, 2026 Event
Aug 6, 2026 SEC Smith v. Christiana Care Health Services
Court ruling (delsuperct) — Docket: K26C-05-013 RLG
A strong institutional cluster formed in BTSG during Q2 2026, with 9 buyers accumulating $159.5M in net new positions ve
INST-CLUSTER — Impact 6/10
BrightSpring Health Services reported Q2 2026 revenue of $3.873B (+23% YoY) and GAAP diluted EPS of $0.39, slightly belo
8-K — Impact 7/10
BrightSpring Health Services reported Q2 2026 revenue of $3,873M (+23% YoY) and GAAP diluted EPS from continuing ops of
PRESS-RELEASE — Impact 7/10
Jul 25, 2026 Insider
ROUSSEAU JON B surrendered for taxes 56,319 shares
See Remarks @ $72.91 ($4.1M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
96% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 13, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 3, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 14, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 14, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 13, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 13, 2026 | Guggenheim | INITIATE | Buy | 52% |
| Jul 10, 2026 | Raymond James | INITIATE | Outperform | 54% |
| Jul 8, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 2, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jun 22, 2026 | BTIG | MAINTAIN | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 15 | 1 | 0 | 0 | 96% | |
| Aug 1, 2026 | 9 | 15 | 1 | 0 | 0 | 96% | |
| Jul 1, 2026 | 8 | 14 | 1 | 0 | 0 | 96% | |
| Jun 1, 2026 | 8 | 13 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 8 | 13 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 8 | 13 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 8 | 13 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 8 | 13 | 1 | 0 | 0 | 95% |
Price targets
Where 17 covering analysts think BTSG trades over the next 12 months.
$78.94 +31.0% upside Strong Buy
Current$60.25 Low$70.00 Median$80.00 High$90.00 17 analysts
$70.00$90.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 5 bullish, 2 bearish, 0 mixed, 5 neutral · avg impact 5.5/10.Plus 4 press releases.
BULLISHINST-CLUSTER6/10
A strong institutional cluster formed in BTSG during Q2 2026, with 9 buyers accumulating $159.5M in
Aug 6, 2026
BULLISH8-K7/10
BrightSpring Health Services reported Q2 2026 revenue of $3.873B (+23% YoY) and GAAP diluted EPS of
Jul 31, 2026
BULLISHPRESS-RELEASE7/10
BrightSpring Health Services reported Q2 2026 revenue of $3,873M (+23% YoY) and GAAP diluted EPS fro
Jul 31, 2026
NEUTRALPRESS-RELEASE2/10
BrightSpring Health Services announced the date for its Q2 2026 earnings release and conference call
Jul 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
BrightSpring Health Services, Inc. to Announce Third Quarter 2026 Financial Results on October 30, 2026
LOUISVILLE, Ky., Oct. 01, 2026 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (“BrightSpring” or the “Company”) (NASDAQ: BTSG) announced today
Oct 1, 2026
short_volume
Short Volume: BTSG — 65.1% short (0.6M / 0.9M)
Short: 603,728 | Exempt: 2,156 | TRF Vol: 926,675 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: BTSG — 70.3% short (0.4M / 0.6M)
Short: 434,574 | Exempt: 3 | TRF Vol: 618,167 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: BTSG — 64.4% short (0.4M / 0.6M)
Short: 363,542 | Exempt: 2 | TRF Vol: 564,567 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: BTSG — 78.7% short (0.6M / 0.7M)
Short: 560,470 | Exempt: 8 | TRF Vol: 711,819 | Short Ratio: 78.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.47 | $0.35–$0.58 | 56.8% | +0.0% | 12↑ 0↓ | $3.9B | 16 |
| Next Q | $0.51 | $0.42–$0.66 | 55.3% | +0.1% | 11↑ 2↓ | $4.0B | 16 |
| Current FY | $1.82 | $1.61–$2.08 | 82.0% | +0.0% | 14↑ 0↓ | $15.4B | 17 |
| Next FY | $2.28 | $1.67–$2.65 | 25.2% | +0.0% | 14↑ 0↓ | $17.4B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.470 | — |
| 7d ago | $0.470 | — |
| 30d ago | $0.470 | — |
| 60d ago | $0.453 | +0.017 |
| 90d ago | $0.436 | +0.034 |
Institutional ownership
Which big funds own BTSG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.8B total value (141,547,307 shares) as of 2026-Q2. Top holders: NOMURA, BlackRock,, FMR. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 24,027,537 | $1.7B | 17.2% | — |
| FMR LLC | 13,393,155 | $934.0M | 9.6% | TRIM -36.2% |
| Invesco Ltd. | 11,942,017 | $832.8M | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,946,458 | $693.7M | 7.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,312,566 | $510.0M | 5.2% | — |
| STATE STREET CORP | 6,263,316 | $436.8M | 4.5% | ADD +26.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,183,124 | $375.9M | 3.8% | ADD +45.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3,432,423 | $239.4M | 2.5% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3,360,970 | $234.4M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 20,978,533 | 13,393,155 | -36.2% | $934.0M |
| STATE STREET CORP | ADD | 4,933,941 | 6,263,316 | +26.9% | $436.8M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 3,564,953 | 5,183,124 | +45.4% | $375.9M |
| AMERICAN CENTURY COMPANIES INC | NEW | — | 3,291,039 | — | $229.5M |
| MORGAN STANLEY | DOUBLED | 1,064,015 | 2,167,944 | +103.8% | $151.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,370,440 | 2,093,256 | +52.7% | $146.0M |
| NORGES BANK | NEW | — | 1,955,905 | — | $136.4M |
| AMERIPRISE FINANCIAL INC | ADD | 1,360,223 | 1,798,601 | +32.2% | $125.5M |
| Bank of New York Mellon Corp | DOUBLED | 732,537 | 1,694,318 | +131.3% | $118.2M |
| NORTHERN TRUST CORP | ADD | 1,241,444 | 1,661,946 | +33.9% | $115.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$2.5B — $0.00 bought, $2.5B sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Greenwell Scott A. | President, PharMerica | SELL | 15,099 | $57.91 | $874.4K |
| Sep 14, 2026 | Greenwell Scott A. | President, PharMerica | EXERCISE | 11,973 | $22.27 | $266.6K |
| Jul 25, 2026 | ROUSSEAU JON B | See Remarks | TAX W/H | 56,319 | $72.91 | $4.1M |
| Jun 20, 2026 | Greenwell Scott A. | President, PharMerica | TAX W/H | 2,487 | $66.25 | $164.8K |
| Jun 11, 2026 | Shah Nigam H. | Director | AWARD | 4,013 | — | — |
| Jun 5, 2026 | KKR Phoenix Aggregator L.P. | 10%+ Owner | SELL | 14,669,771 | $58.45 | $857.5M |
| Jun 5, 2026 | KKR Phoenix Aggregator L.P. | 10%+ Owner | GIFT | 36,927 | — | — |
| Jun 5, 2026 | KKR Phoenix Aggregator L.P. | 10%+ Owner | J | 324,608 | — | — |
| Jun 5, 2026 | KKR Group Partnership L.P. | 10%+ Owner | SELL | 14,669,771 | $58.45 | $857.5M |
| Jun 5, 2026 | KKR Group Partnership L.P. | 10%+ Owner | J | 324,608 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BTSG.
Shares short
10,183,689
Settlement Sep 15, 2026
Change vs prior
+0.4%
Semi-monthly cycle
Days to cover
4.6
At avg daily volume
Of shares outstanding
≈5.2%
Estimate — not % of float
All BTSG filing & press-release reports (16)
- INST-CLUSTER reportAug 6, 2026
- 8-K reportJul 31, 2026
- PRESS-RELEASE reportJul 31, 2026
- PRESS-RELEASE reportJul 8, 2026
- CLUSTER reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportJun 5, 2026
- CLUSTER reportJun 5, 2026
- PRESS-RELEASE reportJun 4, 2026
- PRESS-RELEASE reportMay 1, 2026
- PRESS-RELEASE reportApr 7, 2026
- PRESS-RELEASE reportMar 31, 2026
- 8-K reportMar 4, 2026
- PRESS-RELEASE reportMar 3, 2026
- PRESS-RELEASE reportMar 2, 2026
- 8-K reportFeb 27, 2026