Bright Horizons Family Solutions (BFAM) Stock Forecast & Price Target
BFAM$69.90+0.61 +0.88%
$3.40B
Market Cap
22.38
P/E
13.67
Forward P/E
55
Score
Bright Horizons Family Solutions (BFAM) Stock Forecast & Price Target
BFAM price $69.90 +0.61 +0.88%
- Ticker
- BFAM
- Price
- $69.90
- Change
- +0.61 +0.88%
- Market cap ?
- $3.40B
- P/E ?
- 22.38
- Forward P/E ?
- 13.67
- Dividend yield ?
- 0.00%
- Beta ?
- 1.18
- Sector
- Industrials
- Industry
- Specialty Business Services
- Stocklytics score
- 55
- Value
- 72
- Quality
- 37
- Growth
- 57
Stocklytics score rationale: value 72, quality 37, growth 57.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 1569841000 | 1740905000 | 1903182000 | 2062017000 | 1515093000 | 1755307000 | 2020487000 | 2418257000 | 2686013000 | 2933607000 |
Bright Horizons Family Solutions is a leading provider of high-quality early education and child care, family care solutions, and workforce education services. The company primarily contracts with employers to offer these services as part of their employee benefits packages. Its operations are divided into three main segments: full-service center-based child care, back-up care, and educational advisory services. As…
Fair value
BFAM fair value $146.29. Price $69.90. Price is 52% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 98% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 233.74M. Growth 17.02%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 10.77% (beta 1.2). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 48.64M. Net debt 1.62B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | 1.76 | — | 842.69M |
| 2026-07-30 | 1.28 | 1.20 | 779.18M | 774.84M |
| 2026-05-05 | 0.82 | 0.79 | 712.22M | 713.35M |
| 2026-02-12 | 1.15 | 1.13 | 733.70M | 727.46M |
| 2025-10-30 | 1.57 | 1.32 | 801.34M | 727.97M |
| 2025-07-31 | 1.07 | 1.00 | 731.57M | 781.16M |
| 2025-05-05 | 0.77 | 0.63 | 665.53M | 664.61M |
| 2025-02-13 | 0.98 | 0.91 | 674.15M | 672.00M |
| 2024-11-04 | 1.11 | 1.06 | 719.10M | 672.90M |
| 2024-08-01 | 0.88 | 0.73 | 670.06M | 665.68M |
| 2024-05-02 | 0.51 | 0.45 | 622.71M | 615.81M |
| 2024-02-13 | 0.83 | 0.73 | 615.65M | 593.22M |
| 2023-11-01 | 0.88 | 0.81 | 645.79M | 619.03M |
| 2023-08-01 | 0.64 | 0.59 | 603.22M | 584.25M |
| 2023-05-02 | 0.49 | 0.37 | 553.61M | 530.32M |
| 2023-02-16 | 0.77 | 0.74 | 529.52M | 525.41M |
| 2022-11-01 | 0.66 | 0.65 | 540.22M | 529.20M |
| 2022-08-02 | 0.71 | 0.68 | 490.34M | 496.89M |
| 2022-05-03 | 0.47 | 0.41 | 460.41M | 481.52M |
| 2022-02-16 | 0.65 | 0.62 | 462.66M | 465.23M |
| 2021-11-02 | 0.64 | 0.61 | 460.33M | 486.22M |
| 2021-08-04 | 0.49 | 0.28 | 441.48M | 436.22M |
| 2021-05-05 | 0.23 | 0.10 | 390.84M | 345.47M |
| 2021-02-17 | 0.36 | -0.24 | 377.08M | 342.10M |
| 2020-11-05 | 0.02 | -0.46 | 337.92M | 8.28B |
| 2020-08-05 | 0.44 | -0.61 | 293.77M | 387.24M |
| 2020-05-06 | 0.74 | 0.67 | 506.32M | 513.17M |
| 2020-02-13 | 1.01 | 0.97 | 520.62M | 500.00M |
| 2019-10-30 | 0.86 | 0.86 | 511.58M | 511.58M |
| 2019-08-01 | 0.99 | 0.98 | 528.06M | 522.73M |
| 2019-04-30 | 0.81 | 0.79 | 501.76M | 489.37M |
| 2019-02-12 | 0.90 | 0.84 | 478.24M | 446.36M |
| 2018-11-01 | 0.73 | 0.73 | 471.58M | 471.58M |
| 2018-08-02 | 0.87 | 0.85 | 489.70M | 478.44M |
| 2018-04-30 | 0.72 | 0.71 | 463.66M | 457.26M |
| 2018-02-08 | 0.73 | 0.69 | 439.88M | 415.80M |
| 2017-11-01 | 0.62 | 0.61 | 433.32M | 426.31M |
| 2017-08-01 | 0.74 | 0.72 | 445.55M | 433.46M |
| 2017-05-04 | 0.61 | 0.56 | 422.16M | 387.59M |
| 2017-02-09 | 0.56 | 0.55 | 398.54M | 398.50M |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-02 | TOCIO MARY ANN | Sell | 6.00K | $72.65 | 435.88K |
| 2026-09-01 | Burke Mary Lou | Sell | 1.20K | $75.00 | 90.00K |
| 2026-08-03 | Burke Mary Lou | Sell | 1.20K | $75.57 | 90.68K |
| 2026-07-31 | Smith Philip John | Other | 0 | — | — |
| 2026-07-28 | Burke Mary Lou | Sell | 500 | $80.00 | 40.00K |
| 2026-06-03 | LISSY DAVID H | Buy | 2.10K | — | — |
| 2026-06-03 | Alleva Lawrence M | Buy | 2.10K | — | — |
| 2026-06-03 | Atkinson Julie | Buy | 2.10K | — | — |
| 2026-06-03 | HITCH JORDAN | Buy | 2.10K | — | — |
| 2026-06-03 | Richie Laurel | Buy | 2.10K | — | — |
| 2026-06-03 | Schulz Jennifer | Buy | 2.10K | — | — |
| 2026-06-03 | TOCIO MARY ANN | Buy | 2.10K | — | — |
| 2026-06-03 | BEKENSTEIN JOSHUA | Buy | 2.10K | — | — |
| 2026-03-04 | Marshall Rosamund | Buy | 4.95K | — | — |
| 2026-03-04 | Casagrande John Guy | Buy | 4.95K | — | — |
| 2026-03-04 | Janoff Jason | Buy | 3.30K | — | — |
| 2026-03-04 | Burke Mary Lou | Buy | 7.26K | — | — |
| 2026-03-04 | BOLAND ELIZABETH J | Buy | 9.90K | — | — |
| 2026-03-04 | Kramer Stephen Howard | Buy | 33.00K | — | — |
| 2026-03-04 | Berman Mandy | Buy | 6.60K | — | — |
| 2026-03-04 | Berman Mandy | Buy | 7.26K | — | — |
| 2026-02-24 | Marshall Rosamund | Buy | 2.62K | — | — |
| 2026-02-24 | Marshall Rosamund | Sell | 1.18K | $71.64 | 84.61K |
| 2026-02-24 | Marshall Rosamund | Sell | 2.16K | $71.64 | 155.03K |
| 2026-02-24 | Kramer Stephen Howard | Buy | 12.24K | — | — |
| 2026-02-24 | Kramer Stephen Howard | Sell | 4.08K | $71.64 | 292.51K |
| 2026-02-24 | Kramer Stephen Howard | Sell | 8.79K | $71.64 | 629.93K |
| 2026-02-24 | Janoff Jason | Sell | 1.17K | $71.64 | 83.96K |
| 2026-02-24 | Burke Mary Lou | Buy | 3.85K | — | — |
| 2026-02-24 | Burke Mary Lou | Sell | 1.28K | $71.64 | 91.91K |
| 2026-02-24 | Burke Mary Lou | Sell | 2.43K | $71.64 | 173.94K |
| 2026-02-24 | Casagrande John Guy | Buy | 2.10K | — | — |
| 2026-02-24 | Casagrande John Guy | Sell | 700 | $71.64 | 50.15K |
| 2026-02-24 | Casagrande John Guy | Sell | 1.37K | $71.64 | 98.15K |
| 2026-02-24 | Berman Mandy | Buy | 3.85K | — | — |
| 2026-02-24 | Berman Mandy | Sell | 1.28K | $71.64 | 91.91K |
| 2026-02-24 | Berman Mandy | Sell | 2.43K | $71.64 | 174.09K |
| 2026-02-24 | BOLAND ELIZABETH J | Buy | 3.85K | — | — |
| 2026-02-24 | BOLAND ELIZABETH J | Sell | 1.28K | $71.64 | 91.91K |
| 2026-02-24 | BOLAND ELIZABETH J | Sell | 2.42K | $71.64 | 173.51K |
| 2025-10-01 | Burke Mary Lou | Sell | 1.00K | $108.52 | 108.52K |
| 2025-09-02 | Burke Mary Lou | Sell | 1.00K | $116.49 | 116.49K |
| 2025-08-05 | Marshall Rosamund | Sell | 2.25K | $117.60 | 264.60K |
| 2025-08-05 | TOCIO MARY ANN | Sell | 3.00K | $120.10 | 360.29K |
| 2025-08-01 | Burke Mary Lou | Sell | 1.00K | $128.99 | 128.99K |
| 2025-07-01 | Burke Mary Lou | Sell | 1.00K | $122.56 | 122.56K |
| 2025-06-03 | TOCIO MARY ANN | Buy | 976 | — | — |
| 2025-06-03 | Schulz Jennifer | Buy | 976 | — | — |
| 2025-06-03 | Alleva Lawrence M | Buy | 976 | — | — |
| 2025-06-03 | Richie Laurel | Buy | 976 | — | — |
| 2025-06-03 | LISSY DAVID H | Buy | 976 | — | — |
| 2025-06-03 | Atkinson Julie | Buy | 976 | — | — |
| 2025-06-03 | HITCH JORDAN | Buy | 976 | — | — |
| 2025-06-03 | BEKENSTEIN JOSHUA | Buy | 976 | — | — |
| 2025-06-02 | Burke Mary Lou | Sell | 1.00K | $128.25 | 128.25K |
| 2025-05-29 | TOCIO MARY ANN | Sell | 2.50K | $128.49 | 321.23K |
| 2025-05-28 | LISSY DAVID H | Sell | 6.28K | $130.10 | 817.29K |
| 2025-05-27 | BOLAND ELIZABETH J | Sell | 3.50K | $132.16 | 462.56K |
| 2025-05-22 | Kramer Stephen Howard | Sell | 4.38K | $125.51 | 549.85K |
| 2025-05-22 | Kramer Stephen Howard | Sell | 928 | $126.38 | 117.28K |
| 2025-05-22 | Kramer Stephen Howard | Sell | 4.69K | $127.31 | 597.19K |
| 2025-05-01 | Burke Mary Lou | Sell | 1.00K | $125.36 | 125.36K |
| 2025-04-01 | Burke Mary Lou | Sell | 1.00K | $126.54 | 126.54K |
| 2025-03-13 | Burke Mary Lou | Sell | 1.00K | $124.69 | 124.69K |
| 2025-03-10 | TOCIO MARY ANN | Sell | 2.50K | $124.74 | 311.85K |
| 2025-03-07 | Kramer Stephen Howard | Sell | 400 | — | — |
| 2025-03-05 | BOLAND ELIZABETH J | Buy | 4.22K | — | — |
| 2025-03-05 | BOLAND ELIZABETH J | Sell | 5.00K | $130.17 | 650.83K |
| 2025-03-05 | BOLAND ELIZABETH J | Buy | 4.67K | $130.21 | 608.21K |
| 2025-03-05 | Marshall Rosamund | Buy | 2.88K | — | — |
| 2025-03-05 | Marshall Rosamund | Buy | 3.19K | $130.21 | 414.72K |
| 2025-03-05 | Burke Mary Lou | Buy | 4.22K | — | — |
| 2025-03-05 | Burke Mary Lou | Buy | 4.67K | $130.21 | 608.21K |
| 2025-03-05 | Kramer Stephen Howard | Buy | 13.44K | — | — |
| 2025-03-05 | Kramer Stephen Howard | Buy | 14.86K | $130.21 | 1.94M |
| 2025-03-05 | Janoff Jason | Buy | 1.92K | — | — |
| 2025-03-05 | Casagrande John Guy | Buy | 2.30K | — | — |
| 2025-03-05 | Casagrande John Guy | Buy | 2.55K | $130.21 | 331.78K |
| 2025-03-05 | Berman Mandy | Buy | 4.22K | — | — |
| 2025-03-05 | Berman Mandy | Buy | 4.67K | $130.21 | 608.21K |
| 2025-02-25 | Janoff Jason | Sell | 246 | $127.17 | 31.28K |
| 2025-02-25 | Janoff Jason | Sell | 524 | $127.17 | 66.64K |
| 2025-02-25 | Janoff Jason | Sell | 285 | $127.17 | 36.24K |
| 2025-02-25 | Kramer Stephen Howard | Sell | 3.33K | $127.17 | 422.97K |
| 2025-02-25 | BOLAND ELIZABETH J | Sell | 1.71K | $127.17 | 217.08K |
| 2025-02-14 | Casagrande John Guy | Buy | 6.00K | $96.46 | 578.76K |
| 2025-02-14 | Casagrande John Guy | Sell | 5.05K | $128.93 | 650.71K |
| 2025-02-14 | Casagrande John Guy | Sell | 6.00K | $96.46 | 578.76K |
| 2024-12-03 | TOCIO MARY ANN | Sell | 5.00K | $114.71 | 573.53K |
| 2024-11-05 | Burke Mary Lou | Sell | 800 | $128.84 | 103.07K |
| 2024-10-07 | Burke Mary Lou | Sell | 800 | $136.94 | 109.55K |
| 2024-09-17 | Schulz Jennifer | Buy | 542 | — | — |
| 2024-09-17 | Schulz Jennifer | Other | 0 | — | — |
| 2024-09-05 | Burke Mary Lou | Sell | 800 | $140.65 | 112.52K |
| 2024-08-30 | Kramer Stephen Howard | Sell | 5.40K | $139.83 | 754.78K |
| 2024-08-30 | Kramer Stephen Howard | Sell | 4.43K | $140.37 | 622.13K |
| 2024-08-19 | Kramer Stephen Howard | Buy | 17.08K | $94.03 | 1.61M |
| 2024-08-19 | Kramer Stephen Howard | Sell | 14.40K | $135.07 | 1.95M |
| 2024-08-19 | Kramer Stephen Howard | Sell | 17.08K | $94.03 | 1.61M |
| 2024-08-15 | BOLAND ELIZABETH J | Sell | 3.46K | $138.00 | 476.79K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 394, holders +16 vs prior quarter. Ownership 108.11%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 6.38M | 3.42M | +115.49% | 452.32M |
| AQR CAPITAL MANAGEMENT LLC | 3.08M | -241.93K | -7.27% | 218.37M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.88M | -964.02K | -25.08% | 204.13M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.67M | 477.26K | +21.77% | 189.22M |
| ABRAMS BISON INVESTMENTS, LLC | 2.39M | 980.25K | +69.37% | 169.63M |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.39M | -109.63K | -4.39% | 169.08M |
| STATE STREET CORP | 1.79M | 800.45K | +81.19% | 126.62M |
| DIMENSIONAL FUND ADVISORS LP | 1.69M | 350.55K | +26.27% | 119.45M |
| GOLDMAN SACHS GROUP INC | 1.50M | -422.99K | -21.99% | 106.38M |
| NEUBERGER BERMAN GROUP LLC | 1.45M | 16.42K | +1.15% | 102.64M |
| MORGAN STANLEY | 1.44M | 367.89K | +34.30% | 102.10M |
| BANK OF MONTREAL /CAN/ | 1.33M | 353.12K | +36.27% | 94.05M |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.23M | 50.36K | +4.28% | 86.97M |
| TWO SIGMA INVESTMENTS, LP | 1.14M | -209.20K | -15.45% | 81.12M |
| GIVERNY CAPITAL INC. | 1.08M | 338.46K | +45.59% | 76.61M |
| BAMCO INC /NY/ | 1.06M | -47.16K | -4.28% | 74.79M |
| POINT72 ASSET MANAGEMENT, L.P. | 920.38K | 342.85K | +59.36% | 65.24M |
| GEODE CAPITAL MANAGEMENT, LLC | 907.74K | -75.41K | -7.67% | 64.36M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 819.60K | -183.85K | -18.32% | 58.09M |
| JPMORGAN CHASE & CO | 803.13K | -1.36M | -62.85% | 57.11M |
| UBS GROUP AG | 755.36K | -89.73K | -10.62% | 53.54M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 713.54K | 35.53K | +5.24% | 50.58M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 713.54K | 713.54K | New | 50.58M |
| JUPITER TOPCO LLC | 699.22K | 699.22K | New | 49.56M |
| FMR LLC | 638.90K | 638.90K | New | 45.29M |
Forecast
Consensus Hold from 20 analysts. Average price target $75.00, +7.3% versus the current price. Low $64.00. High $83.00.
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