Giverny Capital Inc. Acquires New Shares in Bright Horizons Family Solutions Inc. $BFAM

Giverny Capital Inc. acquired a new stake in shares of Bright Horizons Family Solutions Inc. (NYSE:BFAM) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 410,196 shares of the company’s stock, valued at approximately $41,594,000. Bright Horizons Family Solutions accounts for about 1.4% of Giverny Capital Inc.’s investment portfolio, making the stock its 24th biggest holding. Giverny Capital Inc. owned approximately 0.73% of Bright Horizons Family Solutions at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. TimesSquare Capital Management LLC boosted its position in Bright Horizons Family Solutions by 16.8% during the 3rd quarter. TimesSquare Capital Management LLC now owns 200,475 shares of the company’s stock valued at $21,766,000 after purchasing an additional 28,827 shares during the period. Brevan Howard Capital Management LP boosted its position in Bright Horizons Family Solutions by 278.6% during the 3rd quarter. Brevan Howard Capital Management LP now owns 41,185 shares of the company’s stock valued at $4,471,000 after purchasing an additional 30,306 shares during the period. Tudor Investment Corp ET AL acquired a new position in Bright Horizons Family Solutions during the 3rd quarter valued at approximately $19,098,000. Quantbot Technologies LP boosted its position in Bright Horizons Family Solutions by 3,580.3% during the 3rd quarter. Quantbot Technologies LP now owns 36,656 shares of the company’s stock valued at $3,980,000 after purchasing an additional 35,660 shares during the period. Finally, Capital World Investors boosted its position in Bright Horizons Family Solutions by 10.4% during the 3rd quarter. Capital World Investors now owns 1,521,925 shares of the company’s stock valued at $165,235,000 after purchasing an additional 143,861 shares during the period.

Bright Horizons Family Solutions Trading Down 0.8%

Shares of BFAM stock opened at $64.79 on Friday. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.46 and a current ratio of 0.46. Bright Horizons Family Solutions Inc. has a 1 year low of $57.63 and a 1 year high of $130.76. The stock has a fifty day moving average of $73.18 and a two-hundred day moving average of $83.87. The firm has a market capitalization of $3.41 billion, a PE ratio of 19.51, a price-to-earnings-growth ratio of 1.11 and a beta of 1.18.

Bright Horizons Family Solutions (NYSE:BFAM) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $0.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.03. The company had revenue of $712.22 million during the quarter, compared to analyst estimates of $713.35 million. Bright Horizons Family Solutions had a return on equity of 18.01% and a net margin of 6.35%.The firm’s quarterly revenue was up 7.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.77 EPS. Bright Horizons Family Solutions has set its FY 2026 guidance at 4.900-5.100 EPS. As a group, research analysts expect that Bright Horizons Family Solutions Inc. will post 4.64 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts recently issued reports on BFAM shares. Weiss Ratings lowered Bright Horizons Family Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, May 1st. JPMorgan Chase & Co. reduced their price objective on Bright Horizons Family Solutions from $115.00 to $105.00 and set an “overweight” rating for the company in a research report on Wednesday, May 6th. UBS Group reduced their price objective on Bright Horizons Family Solutions from $93.00 to $88.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. Barclays reduced their price objective on Bright Horizons Family Solutions from $160.00 to $95.00 and set an “overweight” rating for the company in a research report on Tuesday, February 17th. Finally, BMO Capital Markets reduced their price target on Bright Horizons Family Solutions from $124.00 to $100.00 and set an “outperform” rating for the company in a research report on Tuesday, February 17th. Four equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $100.44.

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.