BRIGHT HORIZONS FAMILY SOLUTIONS INC.(BFAM)Stock Analysis
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Rank #577 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
BFAM Stock Analysis & AI Quality Score
AI stock analysis and institutional research for BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores BFAM at 65.4/100 on a 32-signal composite quality model, placing it at rank #577 of 2,879 stocks — the top 25% of the AI-ranked universe. BFAM scores in the top quartile across earnings quality (86.0). Based on the latest XBRL financial filings (Q1 2026), BRIGHT HORIZONS FAMILY SOLUTIONS INC. reports quarterly revenue of $712.2M, net income of $34.1M, an operating margin of 9.1%. Top institutional holders of BFAM by reported 13-F value include KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, AQR CAPITAL MANAGEMENT, BlackRock,, based on the most recent SEC filings. BFAM trades on the NYSE exchange and files with the SEC under CIK 1437578. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BFAM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BRIGHT HORIZONS FAMILY SOLUTIONS INC. directly from SEC EDGAR. BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s 13F Pro composite quality score has ranged between 35 and 68 since 2021, currently 65.4 — an improving long-term trajectory across 30 quarterly and live scoring snapshots.
Revenue
Q1 2026
$712.2M
Net Income
Q1 2026
$34.1M
Free Cash Flow
Q1 2026
$87.6M
Operating Margin
Q1 2026
9.1%
D/E Ratio
Q1 2026
0.78
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+9.2% YoYNet Income
+37.8% YoYOperating Income
+27.6% YoYEPS (Diluted)
+40.0% YoYTotal Assets
+1.0% YoYTotal Debt
-21.1% YoYOp. Cash Flow
+3.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $2.93B +9.2% | $2.69B +11.1% | $2.42B +37.8% | $1.76B +15.9% | $1.52B -26.5% | $2.06B |
| Net Income | $193.1M +37.8% | $140.2M +88.9% | $74.2M +5.3% | $70.5M +161.0% | $27.0M -85.0% | $180.4M |
| Operating Income | $314.7M +27.6% | $246.6M +44.0% | $171.2M +32.7% | $129.0M +141.9% | $53.3M -80.1% | $267.8M |
| EPS (Diluted) | $3.36 +40.0% | $2.40 +87.5% | $1.28 +11.3% | $1.15 +155.6% | $0.45 -85.2% | $3.05 |
| Total Assets | $3.89B +1.0% | $3.85B -1.2% | $3.90B +7.0% | $3.64B -2.3% | $3.73B +11.9% | $3.33B |
| Total Debt | $747.6M -21.1% | $946.9M -1.6% | $962.8M -3.0% | $992.4M -3.7% | $1.03B -0.8% | $1.04B |
| Operating Cash Flow | $350.7M +3.9% | $337.5M +31.7% | $256.1M +12.7% | $227.3M +8.4% | $209.6M -36.6% | $330.4M |
AI Insight: BFAM Financial Trends
Revenue growth stalled while debt reduction reversed sharply in Q1 2026, signaling operational headwinds after a strong 2025.
• Revenue declined 5% YoY to $712M in Q1 2026 from $666M in Q1 2025, breaking a streak of growth in late 2025.
• Operating margin compressed to 9.1% in Q1 2026 from 15.1% in Q3 2025, despite 20% revenue expansion over that period.
• Total debt jumped $150M to $898M in Q1 2026 from $748M in Q4 2025, erasing all deleveraging gains from prior year.
⚠ Operating cash flow swung negative in Q3 2025 and Q3 2024, suggesting seasonal working capital pressure each Q3.
⚠ Debt-to-equity ratio deteriorated to 0.78x in Q1 2026 from 0.52x in Q3 2025, driven by debt increase and equity decline.
AI Insight: BFAM Ratio Trends
BFAM shows strong underlying momentum but Q4 2025 collapse and Q1 2026 leverage spike signal seasonal or structural headwinds requiring urgent clarification.
• Operating margin expanded from 10.3% in Q2 2024 to 15.0% in Q3 2025, with NPM climbing to 9.8%, before sharp Q4 2025 deterioration to 6.2% OpMargin.
• ROIC strengthened from 12.3% in Q2 2024 to 22.2% in Q3 2025, then collapsed to 8.7% in Q4 2025, reflecting volatile operational execution.
• Debt-to-equity improved from 0.74 in Q2 2024 to 0.52 in Q3 2025, but reversed sharply to 0.78 in Q1 2026—highest level in trailing data.
⚠ Q4 2025 profitability metrics (OpMargin 6.2%, ROE 6.5%) represent lowest levels in the dataset; unclear if seasonal or structural.
⚠ Q1 2026 D/E jumped to 0.78 from 0.56 in Q4 2025—largest single-quarter increase—while ROA fell to 3.6%, lowest in trailing data.
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Available Research
13F Pro tracks comprehensive data for BRIGHT HORIZONS FAMILY SOLUTIONS INC. including:
Top Institutional Holders of BFAM
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$315.7M3,843,922 shAQR CAPITAL MANAGEMENT LLC
$271.0M3,326,674 shBlackRock, Inc.
$243.2M2,961,366 shVANGUARD CAPITAL MANAGEMENT LLC
$204.9M2,495,131 shVANGUARD PORTFOLIO MANAGEMENT LLC
$180.1M2,192,327 shGOLDMAN SACHS GROUP INC
$158.0M1,923,854 shCapital World Investors
$148.8M1,812,042 shNeuberger Berman Group LLC
$117.6M1,431,658 shABRAMS BISON INVESTMENTS, LLC
$116.0M1,413,000 shTWO SIGMA INVESTMENTS, LP
$111.2M1,353,664 sh
| Fund | Value | Shares |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $315.7M | 3,843,922 |
| AQR CAPITAL MANAGEMENT LLC | $271.0M | 3,326,674 |
| BlackRock, Inc. | $243.2M | 2,961,366 |
| VANGUARD CAPITAL MANAGEMENT LLC | $204.9M | 2,495,131 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $180.1M | 2,192,327 |
| GOLDMAN SACHS GROUP INC | $158.0M | 1,923,854 |
| Capital World Investors | $148.8M | 1,812,042 |
| Neuberger Berman Group LLC | $117.6M | 1,431,658 |
| ABRAMS BISON INVESTMENTS, LLC | $116.0M | 1,413,000 |
| TWO SIGMA INVESTMENTS, LP | $111.2M | 1,353,664 |
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Popular Research
Is BFAM a good stock to buy?
13F Pro's AI-powered analysis of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BFAM are available on the BFAM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BFAM?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BFAM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s investment landscape.