Vanguard Group Inc. Acquires 576,906 Shares of BrightSpring Health Services, Inc. $BTSG

Vanguard Group Inc. lifted its stake in BrightSpring Health Services, Inc. (NASDAQ:BTSG) by 6.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,604,703 shares of the company’s stock after acquiring an additional 576,906 shares during the period. Vanguard Group Inc. owned approximately 5.33% of BrightSpring Health Services worth $283,915,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. Invesco Ltd. boosted its holdings in BrightSpring Health Services by 47.7% in the 2nd quarter. Invesco Ltd. now owns 9,119,408 shares of the company’s stock valued at $215,127,000 after purchasing an additional 2,946,811 shares during the period. The Manufacturers Life Insurance Company lifted its stake in shares of BrightSpring Health Services by 936.4% in the second quarter. The Manufacturers Life Insurance Company now owns 2,276,583 shares of the company’s stock valued at $53,705,000 after buying an additional 2,056,920 shares during the period. Jane Street Group LLC grew its position in BrightSpring Health Services by 855.4% during the second quarter. Jane Street Group LLC now owns 2,076,730 shares of the company’s stock worth $48,990,000 after buying an additional 1,859,369 shares in the last quarter. Voya Investment Management LLC increased its stake in BrightSpring Health Services by 556.1% during the third quarter. Voya Investment Management LLC now owns 1,343,775 shares of the company’s stock valued at $39,722,000 after acquiring an additional 1,138,965 shares during the period. Finally, Adage Capital Partners GP L.L.C. raised its holdings in BrightSpring Health Services by 106.3% in the 2nd quarter. Adage Capital Partners GP L.L.C. now owns 1,938,547 shares of the company’s stock valued at $45,730,000 after acquiring an additional 999,018 shares in the last quarter.

BrightSpring Health Services News Roundup

Here are the key news stories impacting BrightSpring Health Services this week:

• Positive Sentiment: Q4 revenue topped expectations: BrightSpring reported $3.55B in Q4 sales versus ~ $3.38B consensus and revenue was up ~29.3% YoY—this top-line beat is the primary driver of the stock’s uptick. BrightSpring Health Services (NASDAQ:BTSG) Posts Better-Than-Expected Sales In Q4 CY2025
• Positive Sentiment: Management gave FY2026 revenue guidance roughly in line with or slightly above Street expectations (about $14.5B–$15.0B vs. $14.6B consensus), which supports continued revenue-driven growth expectations. BrightSpring Health Services, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Full Year 2026 Guidance
• Neutral Sentiment: Management commentary and detail from the earnings call are available for investors evaluating margin drivers, mix and outlook; read the transcript for color on margin timing and growth drivers. BrightSpring (BTSG) Earnings Call Transcript
• Neutral Sentiment: Some company-provided guidance items were unclear in early release notes (EPS guidance not clearly stated in initial summaries); investors may await a management follow-up or the slide deck for clarification before fully re-pricing valuation.
• Neutral Sentiment: Reported short-interest figures for February appear to be erroneous (showing zero shares); treat those data points with caution as they won’t reliably explain share moves.
• Negative Sentiment: Q4 EPS missed consensus by $0.01 ($0.33 reported vs. $0.34 expected) and net margin remains slim (~1.0%), which keeps focus on profitability and justifies some valuation skepticism despite revenue growth. BrightSpring Health Services, Inc. (BTSG) Q4 Earnings Lag Estimates

BrightSpring Health Services Stock Performance

Shares of NASDAQ:BTSG opened at $41.43 on Friday. The company has a debt-to-equity ratio of 1.36, a current ratio of 1.79 and a quick ratio of 1.38. The business’s fifty day moving average price is $39.13 and its two-hundred day moving average price is $33.33. BrightSpring Health Services, Inc. has a fifty-two week low of $15.48 and a fifty-two week high of $44.87. The stock has a market capitalization of $7.47 billion, a price-to-earnings ratio of 47.08, a price-to-earnings-growth ratio of 0.57 and a beta of 2.36.

BrightSpring Health Services (NASDAQ:BTSG) last issued its earnings results on Friday, February 27th. The company reported $0.33 EPS for the quarter, missing the consensus estimate of $0.34 by ($0.01). The firm had revenue of $3.55 billion during the quarter, compared to analyst estimates of $3.38 billion. BrightSpring Health Services had a net margin of 1.04% and a return on equity of 11.61%. The firm’s revenue for the quarter was up 29.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.11 EPS. As a group, analysts predict that BrightSpring Health Services, Inc. will post 0.59 EPS for the current fiscal year.

Analyst Ratings Changes

BTSG has been the topic of a number of research reports. Bank of America boosted their price objective on BrightSpring Health Services from $38.00 to $41.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. TD Cowen reiterated a “buy” rating on shares of BrightSpring Health Services in a research note on Tuesday, January 27th. Wall Street Zen cut shares of BrightSpring Health Services from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 15th. BMO Capital Markets reaffirmed an “outperform” rating and set a $46.00 price objective on shares of BrightSpring Health Services in a report on Friday, January 23rd. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of BrightSpring Health Services in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, BrightSpring Health Services currently has an average rating of “Moderate Buy” and a consensus price target of $41.33.

About BrightSpring Health Services

BrightSpring Health Services (NASDAQ: BTSG) is a leading provider of home and community-based care and workforce solutions aimed at seniors, individuals with disabilities and those facing behavioral health challenges. The company’s operations encompass a broad spectrum of services, including personal care, skilled nursing, therapy, habilitation and supported living, as well as specialized behavioral health programs delivered through both clinical and non-clinical channels.

Through its network of subsidiary brands, BrightSpring offers integrated care in the patient’s home environment, fostering independence and improving quality of life.