Giverny Capital Inc. Takes $41.59 Million Position in Bright Horizons Family Solutions Inc. $BFAM

Giverny Capital Inc. acquired a new stake in Bright Horizons Family Solutions Inc. (NYSE:BFAM) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor 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 holdings, making the stock its 24th biggest position.

Several other institutional investors have also modified their holdings of the company. Goldman Sachs Group Inc. lifted its holdings in shares of Bright Horizons Family Solutions by 23.9% in the fourth quarter. Goldman Sachs Group Inc. now owns 3,026,442 shares of the company’s stock valued at $306,881,000 after buying an additional 582,976 shares during the period. Fuller & Thaler Asset Management Inc. acquired a new stake in shares of Bright Horizons Family Solutions in the fourth quarter valued at $191,952,000. Capital World Investors lifted its holdings in shares of Bright Horizons Family Solutions by 16.9% in the fourth quarter. Capital World Investors now owns 1,779,738 shares of the company’s stock valued at $180,465,000 after buying an additional 257,813 shares during the period. Conestoga Capital Advisors LLC lifted its holdings in shares of Bright Horizons Family Solutions by 25.0% in the fourth quarter. Conestoga Capital Advisors LLC now owns 1,100,803 shares of the company’s stock valued at $111,621,000 after buying an additional 220,223 shares during the period. Finally, Morgan Stanley raised its position in shares of Bright Horizons Family Solutions by 25.7% during the fourth quarter. Morgan Stanley now owns 1,066,234 shares of the company’s stock worth $108,116,000 after purchasing an additional 217,963 shares during the period.

Bright Horizons Family Solutions Stock Performance

Shares of BFAM stock opened at $64.79 on Friday. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.46 and a quick ratio of 0.46. Bright Horizons Family Solutions Inc. has a fifty-two week low of $57.63 and a fifty-two week high of $130.76. The stock’s 50-day moving average is $73.18 and its two-hundred day moving average is $83.87. The firm has a market cap of $3.41 billion, a P/E ratio of 19.51, a PEG ratio of 1.11 and a beta of 1.18.

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

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the company. JPMorgan Chase & Co. cut their target price on Bright Horizons Family Solutions from $115.00 to $105.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 6th. UBS Group dropped their price target on Bright Horizons Family Solutions from $93.00 to $88.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 6th. 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. BMO Capital Markets dropped their price target on Bright Horizons Family Solutions from $124.00 to $100.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 17th. Finally, Barclays dropped their price target on Bright Horizons Family Solutions from $160.00 to $95.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 17th. Four investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $100.44.

About Bright Horizons Family Solutions

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.