NYSE · Consumer Discretionary

BRIGHT HORIZONS FAM SOL IN D BFAM

Bright Horizons Family Solutions Inc. provides early education and childcare, comprehensive back-up care, educational advisory, and other workplace solutions services for employers and families in the United States, Puerto Rico, the United Kingdom, the Netherlands, Australia, and India.

Other Consumer Services

Company profile

Business mix

  • It operates in three segments: Full-Service Center-Based Child Care, Back-Up Care, and Educational Advisory services.
  • The Full-Service Center-Based Child Care segment offers traditional center-based early education and childcare, preschool, and elementary education services.
  • The Back-Up Care segment provides center-based back-up childcare, in-home child and senior care, school-age programs, camps, tutoring, pet care, and self-sourced reimbursed care services, as well as sittercity.
  • The Educational Advisory services segment offers tuition assistance and student loan repayment program management, workforce education, and related educational consulting services, as well as college admissions and college financial advisory services.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in personal services?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 18.66 FCF 8.42% Buyback 3.03%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.3% $90.5M 2026-03-31
Giverny Capital Francois Rochon 2.2% $61.0M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 2 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $34.6M Estimated from net added shares
Reduction amount $72.2M Estimated from net reduced shares
Net share change / base shares -7.4% -147,125 / 1,991,762
Giverny Capital Francois Rochon 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 81.0% 13F value change +$19.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 410,196 Last 1 periods +332,133 (+81.0%) Total shares 742,329 Value $61.0M
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 8.8% 13F value change -$12.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,013,488 Last 1 periods +88,820 (+8.8%) Total shares 1,102,308 Value $90.5M
Durable Capital Partners Henry Ellenbogen 1 filing periods
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$72.2M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 568,078 Last 1 periods -568,078 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.