What is the 13F Pro Quality Score for BTSG?

13F Pro ranks BrightSpring Health Services, Inc. (BTSG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BTSG's current score at https://13fpro.ai/company/BTSG (free sign-up required for the full ranking).

Which hedge funds own the most BTSG stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of BTSG include Kohlberg Kravis Roberts & Co. L.P., BlackRock,, FMR. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/BTSG as soon as new 13F filings post.

Where does 13F Pro source BTSG data?

All BrightSpring Health Services, Inc. fundamentals and ownership data come directly from SEC EDGAR. BrightSpring Health Services, Inc. files with the SEC under CIK 1865782. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is BTSG in?

BrightSpring Health Services, Inc. (BTSG) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

What drives BTSG's revenue?

Per BrightSpring Health Services, Inc.'s latest 10-Q filed with the SEC on 2026-07-31, the biggest revenue drivers are: Pharmacy Solutions ($3,407.1M, +22.1% YoY); Provider Services ($466.0M, +30.3% YoY); Specialty and Infusion Pharmacy ($2,867.5M, +30.1% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/BTSG.

What are BTSG's largest expenses?

BrightSpring Health Services, Inc.'s latest 10-Q reports these as the largest expense items: Cost of goods ($3,109.0M, +21.6% YoY); Cost of services ($271.4M, +25.4% YoY); SG&A expenses ($362.4M, +11.1% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is BTSG research updated on 13F Pro?

BTSG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

BrightSpring Health Services, Inc.(BTSG)Stock Analysis

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13F Pro Quality Score

63.3/100

Rank #641 of 2,961 stocksTOP 25%

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

81.5/100

Profitability

47.9/100

Balance Sheet

74.6/100

Earnings Quality

71.6/100

Free Cash Flow

34.9/100

Institutional Flow

13.1/100

Revenue Scale

89.7/100

Dilution Risk

73.3/100

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Why BTSG Scores 63/100

exact factor attribution · 2026-09-11

BTSG's composite is driven by revenue growth and scale, held back by free cash flow and institutional flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+6.3 pts

82th pct

Scale

+6.0 pts

90th pct

Capital efficiency

+2.5 pts

75th pct

Earnings quality

+2.2 pts

72th pct

Shareholder dilution

+1.2 pts

73th pct

Earnings growth

-0.3 pts

45th pct

Profitability

-0.3 pts

48th pct

Institutional flow

-1.8 pts

13th pct

Free cash flow

-2.3 pts

35th pct

Latest change (2026-07-31): 64 → 64 · ↓ Revenue growth 92→76; despite ↑ Institutional flow 54→79

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

BTSG Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for BrightSpring Health Services, Inc. (BTSG), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores BTSG at 63.3/100 on a 32-signal composite quality model, placing it at rank #641 of 2,961 stocks — the top 25% of the AI-ranked universe. BTSG scores in the top quartile across revenue scale (89.7), revenue growth (81.5). Areas of concern include institutional flow (13.1) and free cash flow (34.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), BrightSpring Health Services, Inc. reports quarterly revenue of $3.9B, net income of $84.3M, an operating margin of 3.4%. Top institutional holders of BTSG by reported 13-F value include Kohlberg Kravis Roberts & L.P., BlackRock, FMR, based on the most recent SEC filings. BTSG trades on the Nasdaq exchange and files with the SEC under CIK 1865782. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BTSG 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 BrightSpring Health Services, Inc. directly from SEC EDGAR. BrightSpring Health Services, Inc.'s 13F Pro composite quality score has ranged between 49 and 67 since 2025, currently 63.3 — an improving long-term trajectory across 52 quarterly and live scoring snapshots.

What's Driving BTSG's Business? Latest 10-Q Breakdown

✓ 30/30 datapoints verified

AI-extracted from BrightSpring Health Services, Inc.'s 10-Q filed 2026-07-31 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 23.0% YoY to $3.87B with net income up over tenfold to $86.6M, driven by broad-based growth in both segments and a debt refinancing that cut leverage to 2.15x.

Biggest Revenue Drivers

Pharmacy Solutions$3,407.1M+22.1% YoY

Volume growth in prescriptions dispensed within Specialty and Infusion Pharmacy, partially offset by a decline in Home and Community Pharmacy

Provider Services$466.0M+30.3% YoY

$77.9M from the Amedisys and LHC Branches acquisition plus organic volume growth and rate increases

Biggest Revenue Drivers

Total revenue: $3.87B+23.0% YoY

Pharmacy Solutions$3,407.1M+22.1% YoY

Volume growth in prescriptions dispensed within Specialty and Infusion Pharmacy, partially offset by a decline in Home and Community Pharmacy

Within Pharmacy Solutions

Specialty and Infusion Pharmacy$2,867.5M+30.1% YoY

Increase in prescriptions dispensed on certain specialty branded drugs

Provider Services$466.0M+30.3% YoY

$77.9M from the Amedisys and LHC Branches acquisition plus organic volume growth and rate increases

Within Provider Services

Home Health Care$277.6M+50.5% YoY

Amedisys and LHC Branches acquisition plus average daily census growth of 54.4%

Largest Expense Items

Cost of goods$3,109.0M+21.6% YoY

Revenue growth in Pharmacy Solutions and an increase in cost per prescription dispensed from mix shift

Cost of services$271.4M+25.4% YoY

Revenue growth in Provider Services

SG&A expenses$362.4M+11.1% YoY

Growth in both segments, partly offset by a $13.2M decrease in acquisition, integration, and transaction-related costs

Interest expense, net$36.9M-4.9% YoY

Lower variable rate and applicable margin plus lower outstanding term debt, partially offset by lower cash flow hedge interest income

Margins: Gross profit rose 31.5% YoY as Pharmacy Solutions gross margin expanded to 8.8% from 8.4% on mix shift toward higher-growth Specialty and Infusion Pharmacy and product-level rate changes, while Provider Services gross profit grew 37.8% on revenue growth and cost-of-services improvements.

Watch Items from the Filing

Home and Community Pharmacy revenue fell 8.0% YoY to $539.6M, attributed to Inflation Reduction Act impacts including mandatory Medicare drug price negotiations, rebates, and statutory price caps.
$77.9M of Provider Services' $108.4M revenue increase (about 72%) came from the Amedisys and LHC Branches acquisition rather than organic growth.
Company leverage improved to 2.15x at June 30, 2026 from 2.99x at December 31, 2025, after a $300.0M debt paydown and refinancing into a new Tranche B-6 term loan at SOFR+2.00%.
Top 10 states of operation represented 53% of total company revenue for the quarter, indicating meaningful geographic concentration.
No single customer represented 10% or more of consolidated revenue during the periods presented.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$3.9B

Net Income

Q2 2026

$84.3M

Free Cash Flow

Q2 2026

$14.9M

Operating Margin

Q2 2026

3.4%

ROIC

Q2 2026

12.2%

D/E Ratio

Q2 2026

1.09

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+28.2% YoY

$12.91BFY 2025

FY22 $7.72BFY23 $7.69BFY24 $10.07BFY25 $12.91B

Net Income

+1155.6% YoY

$190.7MFY 2025

FY22 $-53.9MFY23 $-154.6MFY24 $-18.1MFY25 $190.7M

Operating Income

+173.5% YoY

$295.3MFY 2025

FY22 $187.8MFY23 $58.1MFY24 $108.0MFY25 $295.3M

EPS (Diluted)

+1066.7% YoY

$0.87FY 2025

FY22 $-0.03FY23 $-0.08FY24 $-0.09FY25 $0.87

Total Assets

+8.2% YoY

$6.41BFY 2025

FY22 —FY23 $5.53BFY24 $5.93BFY25 $6.41B

Total Debt

-3.7% YoY

$2.56BFY 2025

FY22 —FY23 $3.40BFY24 $2.66BFY25 $2.56B

Op. Cash Flow

+1961.8% YoY

$490.2MFY 2025

FY22 $-4.7MFY23 $210.8MFY24 $23.8MFY25 $490.2M

Free Cash Flow

+790.7% YoY

$394.7MFY 2025

FY22 $-74.8MFY23 $137.3MFY24 $-57.1MFY25 $394.7M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$12.91B +28.2%	$10.07B +31.0%	$7.69B -0.4%	$7.72B	—
Net Income	$190.7M +1155.6%	$-18.1M +88.3%	$-154.6M -186.8%	$-53.9M	—
Operating Income	$295.3M +173.5%	$108.0M +85.7%	$58.1M -69.1%	$187.8M	—
EPS (Diluted)	$0.87 +1066.7%	$-0.09 -7.9%	$-0.08 -184.6%	$-0.03	—
Total Assets	$6.41B +8.2%	$5.93B +7.1%	$5.53B	—	—
Total Debt	$2.56B -3.7%	$2.66B -21.7%	$3.40B	—	—
Operating Cash Flow	$490.2M +1961.8%	$23.8M -88.7%	$210.8M +4630.0%	$-4.7M	—
Free Cash Flow	$394.7M +790.7%	$-57.1M -141.6%	$137.3M +283.6%	$-74.8M	—

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Available Research

13F Pro tracks comprehensive data for BrightSpring Health Services, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BTSG

Kohlberg Kravis Roberts & Co. L.P.
$1.9B26,829,880 sh
BlackRock, Inc.
$1.7B24,027,537 sh
FMR LLC
$934.0M13,393,155 sh
Invesco Ltd.
$832.8M11,942,017 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$693.7M9,946,458 sh
PRICE T ROWE ASSOCIATES INC /MD/
$690.3M9,898,862 sh
VANGUARD CAPITAL MANAGEMENT LLC
$510.0M7,312,566 sh
STATE STREET CORP
$436.8M6,263,316 sh
T. Rowe Price Investment Management, Inc.
$421.4M6,041,971 sh
GEODE CAPITAL MANAGEMENT, LLC
$375.9M5,183,124 sh

Fund	Value	Shares
Kohlberg Kravis Roberts & Co. L.P.	$1.9B	26,829,880
BlackRock, Inc.	$1.7B	24,027,537
FMR LLC	$934.0M	13,393,155
Invesco Ltd.	$832.8M	11,942,017
VANGUARD PORTFOLIO MANAGEMENT LLC	$693.7M	9,946,458
PRICE T ROWE ASSOCIATES INC /MD/	$690.3M	9,898,862
VANGUARD CAPITAL MANAGEMENT LLC	$510.0M	7,312,566
STATE STREET CORP	$436.8M	6,263,316
T. Rowe Price Investment Management, Inc.	$421.4M	6,041,971
GEODE CAPITAL MANAGEMENT, LLC	$375.9M	5,183,124

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Is BTSG a good stock to buy?

13F Pro's AI-powered analysis of BrightSpring Health Services, Inc. (BTSG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BTSG are available on the BTSG 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. BTSG is classified as a large company.

Which hedge funds own BTSG?

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 BTSG. 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 BrightSpring Health Services, Inc.'s investment landscape.