Market Cap
$3.1B
BFAM
BRIGHT HORIZONS FAMILY SOLUTIONS INC.
$64.36 ▼ -0.72%
Prev close $64.83Market cap$3.1B
ConsensusBuy
12-mo target$89.22 (+38.6%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)26 New Institutional Positions24 Institutional Exits Services
Snapshot
The big-picture read on BFAM right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (63%)
Inst. Holders
50 funds
Inst. Value
$3.2B
Inst. Activity
26 buys / 24 sells
Insider Activity
$0.00 buy / $656.6K sell
Insider Net $
-$656.6K
SEC Reports
4
Price chart 30d -10.5%
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.
Sep 23, 2026 short_volume
Sep 2, 2026 SEC Short Volume: BFAM — 58.4% short (0.3M / 0.6M)
Short: 322,962 | Exempt: 3,194 | TRF Vol: 553,013 | Short Ratio: 58.4% | Off-exchange volume (dark p
Mary Ann Tocio, an officer and director of Bright Horizons Family Solutions Inc. (BFAM), filed a Form 144 notice on Sept
144 — Impact 2/10
Sep 2, 2026 Insider
TOCIO MARY ANN sold 6,000 shares
Director @ $72.65 ($435.9K)
Sep 1, 2026 Insider
Aug 14, 2026 SEC Burke Mary Lou sold 1,200 shares
COO North America Center Ops @ $75.00 ($90.0K)
BFAM institutional activity in Q2 2026 shows a mixed picture: 13 buyers accumulated $174.4M in new positions (led by Sta
INST-CLUSTER — Impact 4/10
Aug 3, 2026 Insider
Burke Mary Lou sold 1,200 shares
COO North America Center Ops @ $75.57 ($90.7K)
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
6,381,452 shares ($452.3M)
Jun 30, 2026 Inst.
KAYNE ANDERSON RUDNICK INVESTMENT — TRIM
2,879,905 shares ($204.1M)
Analyst ratings buy % -6.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
63% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jul 31, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jul 17, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 6, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Aug 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Jul 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Jun 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| May 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Apr 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Mar 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Feb 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% |
Price targets
Where 9 covering analysts think BFAM trades over the next 12 months.
$89.22 +38.6% upside Strong Buy
Current$64.37 Low$66.00 Median$93.00 High$99.00 9 analysts
$66.00$99.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 0 bullish, 0 bearish, 2 mixed, 2 neutral · avg impact 3.0/10.
NEUTRAL1442/10
Mary Ann Tocio, an officer and director of Bright Horizons Family Solutions Inc. (BFAM), filed a For
Sep 2, 2026
MIXEDINST-CLUSTER4/10
BFAM institutional activity in Q2 2026 shows a mixed picture: 13 buyers accumulated $174.4M in new p
Aug 14, 2026
MIXED8-K4/10
Bright Horizons reported Q1 2026 revenue of $712.2M (+7% YoY) and GAAP EPS of $0.62 (down 6% YoY), w
May 5, 2026
NEUTRALDEFA14A2/10
This DEFA14A filing is a definitive proxy statement for Bright Horizons Family Solutions Inc.'s 2026
Apr 20, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 23, 2026
short_volume
Short Volume: BFAM — 58.4% short (0.3M / 0.6M)
Short: 322,962 | Exempt: 3,194 | TRF Vol: 553,013 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: BFAM — 61.0% short (0.3M / 0.5M)
Short: 330,394 | Exempt: 0 | TRF Vol: 541,734 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: BFAM — 1.4M shares, 32,589 trades
Week starting 2026-09-07. Total ATS volume: 1,415,787 shares across 32,589 trades.
Aug 31, 2026
dark_pool
Dark Pool: BFAM — 1.0M shares, 31,236 trades
Week starting 2026-08-31. Total ATS volume: 1,024,326 shares across 31,236 trades.
Aug 24, 2026
dark_pool
Dark Pool: BFAM — 0.7M shares, 24,965 trades
Week starting 2026-08-24. Total ATS volume: 719,657 shares across 24,965 trades.
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 | $1.76 | $1.70–$1.78 | 11.9% | +0.1% | 6↑ 3↓ | $0.8B | 9 |
| Next Q | $1.28 | $1.21–$1.32 | 11.7% | +0.0% | 4↑ 4↓ | $0.8B | 9 |
| Current FY | $5.11 | $5.07–$5.15 | 12.3% | +0.0% | 9↑ 0↓ | $3.1B | 9 |
| Next FY | $5.90 | $5.76–$6.04 | 15.4% | +0.2% | 8↑ 1↓ | $3.3B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.756 | — |
| 7d ago | $1.755 | +0.001 |
| 30d ago | $1.755 | +0.001 |
| 60d ago | $1.733 | +0.023 |
| 90d ago | $1.726 | +0.030 |
Institutional ownership
Which big funds own BFAM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.2B total value (44,612,014 shares) as of 2026-Q2. Top holders: BlackRock,, AQR, KAYNE. Net buying activity: 26 institutions added/increased vs 24 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,381,452 | $452.3M | 14.3% | DOUBLED +115.5% |
| AQR CAPITAL MANAGEMENT LLC | 3,084,745 | $218.4M | 6.9% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,879,905 | $204.1M | 6.5% | TRIM -25.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,669,590 | $189.2M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,385,503 | $169.1M | 5.3% | — |
| STATE STREET CORP | 1,786,355 | $126.6M | 4.0% | ADD +81.2% |
| DIMENSIONAL FUND ADVISORS LP | 1,685,199 | $119.4M | 3.8% | ADD +26.3% |
| GOLDMAN SACHS GROUP INC | 1,500,862 | $106.4M | 3.4% | — |
| Neuberger Berman Group LLC | 1,448,078 | $102.6M | 3.2% | — |
| MORGAN STANLEY | 1,440,461 | $102.1M | 3.2% | ADD +34.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 2,961,366 | 6,381,452 | +115.5% | $452.3M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | TRIM | 3,843,922 | 2,879,905 | -25.1% | $204.1M |
| STATE STREET CORP | ADD | 985,901 | 1,786,355 | +81.2% | $126.6M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 1,334,650 | 1,685,199 | +26.3% | $119.4M |
| MORGAN STANLEY | ADD | 1,072,567 | 1,440,461 | +34.3% | $102.1M |
| BANK OF MONTREAL /CAN/ | ADD | 973,707 | 1,326,824 | +36.3% | $94.0M |
| Giverny Capital Inc. | ADD | 742,329 | 1,080,793 | +45.6% | $76.6M |
| Point72 Asset Management, L.P. | ADD | 577,534 | 920,382 | +59.4% | $65.2M |
| JPMORGAN CHASE & CO | TRIM | 2,161,661 | 803,127 | -62.8% | $57.1M |
| FMR LLC | DOUBLED | 9,188 | 638,901 | +6853.6% | $45.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 39 transactions. Net -$656.6K — $0.00 bought, $656.6K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | TOCIO MARY ANN | Director | SELL | 6,000 | $72.65 | $435.9K |
| Sep 1, 2026 | Burke Mary Lou | COO North America Center Ops | SELL | 1,200 | $75.00 | $90.0K |
| Aug 3, 2026 | Burke Mary Lou | COO North America Center Ops | SELL | 1,200 | $75.57 | $90.7K |
| Jul 28, 2026 | Burke Mary Lou | COO North America Center Ops | SELL | 500 | $80.00 | $40.0K |
| Jun 3, 2026 | BEKENSTEIN JOSHUA | Director | AWARD | 2,096 | — | — |
| Jun 3, 2026 | TOCIO MARY ANN | Director | AWARD | 2,096 | — | — |
| Jun 3, 2026 | Schulz Jennifer | Director | AWARD | 2,096 | — | — |
| Jun 3, 2026 | HITCH JORDAN | Director | AWARD | 2,096 | — | — |
| Jun 3, 2026 | Richie Laurel | Director | AWARD | 2,096 | — | — |
| Jun 3, 2026 | Atkinson Julie | Director | AWARD | 2,096 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BFAM.
Shares short
2,986,485
Settlement Sep 15, 2026
Change vs prior
+15.3%
Semi-monthly cycle
Days to cover
3.3
At avg daily volume
Of shares outstanding
≈6.1%
Estimate — not % of float
All BFAM filing & press-release reports (4)
- 144 reportSep 2, 2026
- INST-CLUSTER reportAug 14, 2026
- 8-K reportMay 5, 2026
- DEFA14A reportApr 20, 2026