Latest revenue
$712.2M
as of 2026-03-31
Latest net income
$34.1M
as of 2026-03-31
Net margin
4.8%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $3.56B
- Enterprise value
- $3.56B
- P/E (trailing)
- 18.5×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $132.99
- 52-wk low
- $63.68
- Beta
- —
- Shares out
- 52.6M
5-year trend
What this company does
Item 1. Business Our Company For 40 years, Bright Horizons has been a champion for working families — designing and delivering innovative education and care solutions. We are a leading provider of high-quality early education and child care, comprehensive back-up care solutions and educational advisory services. Our offerings support both working families and employers’ workforce strategies by supporting their employees across life and career stages, and improving employee recruitment, engagement, productivity, retention, and career advancement. We provide services primarily under multi-year contracts with employer-clients who offer early education and child care, back-up care, and…
AI summary unavailable — showing raw filing excerpt
Generated from BFAM's filing dated 2026-02-26
Key risks
Item 1A. Risk Factors The following risk factors and other information included in this Annual Report should be carefully considered. Set forth below are certain risks related to our business, industry and common stock that could have an adverse effect on our operations. The risks described below are not the only risks we face. Additional risks and uncertainties, not presently known to us or that we currently deem immaterial, may also impair our business, financial condition, results of operations or the trading price of our common stock. Business and Operational Risks Our business depends largely on our ability to hire and retain qualified teachers and maintain strong employee relations…
AI summary unavailable — showing raw filing excerpt
Generated from BFAM's filing dated 2026-02-26
Profitability
Gross margin
23.8%
3.0%Operating margin
10.7%
16.8%Net margin
6.6%
26.1%Return on equity
14.4%
31.5%Return on assets
5.0%
36.4%Leverage
Debt / equity
1.90×
5.3%Long-term debt / equity
0.56×
22.3%Debt / assets
65.6%
1.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $712.2M | +7.0% | $34.1M | -10.4% | 4.8% |
Q4 2025 2025-12-31 | $733.7M | +8.8% | $21.7M | -25.4% | 3.0% |
Q3 2025 2025-09-30 | $802.8M | +11.6% | $78.6M | +43.1% | 9.8% |
Q2 2025 2025-06-30 | $731.6M | +9.2% | $54.8M | +39.8% | 7.5% |
Q1 2025 2025-03-31 | $665.5M | +6.9% | $38.0M | +124.0% | 5.7% |
Q4 2024 2024-12-31 | $674.1M | — | $29.1M | — | 4.3% |
Q3 2024 2024-09-30 | $719.1M | +11.4% | $54.9M | +37.3% | 7.6% |
Q2 2024 2024-06-30 | $670.1M | +11.1% | $39.2M | +90.2% | 5.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Child Day Care Services · SIC 8351
Your notes
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Insider activity
Insider buying
$0
Insider selling
$2.6M
Net activity
−$2.6M
Distinct insiders
4
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns BFAM
Institutional value
$2.08B
Total shares held
25.5M
Distinct holders
228
-176 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.0M | $243.2M | -222.9K (-7.0%) | Trimmed |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $204.9M | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2M | $180.1M | — | New |
| 4 | JPMORGAN CHASE & CO | 2.2M | $174.7M | +16.4K (+0.8%) | Added |
| 5 | Capital World Investors | 1.8M | $148.8M | +32.3K (+1.8%) | Added |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $109.6M | +316.9K (+31.1%) | Added |
| 7 | Conestoga Capital Advisors, LLC | 1.3M | $106.2M | +192.3K (+17.5%) | Added |
| 8 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.0M | $82.4M | -125.6K (-11.1%) | Trimmed |
| 9 | BANK OF MONTREAL /CAN/ | 973.7K | $80.0M | +970.7K (+32530.9%) | Added |
| 10 | UBS Group AG | 845.1K | $69.4M | +541.6K (+178.4%) | Added |
| 11 | GENEVA CAPITAL MANAGEMENT LLC | 792.4K | $65.1M | -82.5K (-9.4%) | Trimmed |
| 12 | WELLS FARGO & COMPANY/MN | 687.9K | $56.5M | +167.7K (+32.2%) | Added |
| 13 | Stephens Investment Management Group LLC | 559.4K | $45.9M | -3.8K (-0.7%) | Trimmed |
| 14 | Nuveen, LLC | 429.6K | $35.3M | +30.5K (+7.7%) | Added |
| 15 | Fiera Capital Corp | 424.8K | $34.9M | +19.3K (+4.8%) | Added |
| 16 | Invesco Ltd. | 379.9K | $31.2M | +18.9K (+5.2%) | Added |
| 17 | VANGUARD FIDUCIARY TRUST CO | 352.1K | $28.9M | — | New |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 288.2K | $23.7M | +15.0K (+5.5%) | Added |
| 19 | Assenagon Asset Management S.A. | 263.8K | $21.7M | +145.1K (+122.2%) | Added |
| 20 | DEUTSCHE BANK AG\ | 262.8K | $21.6M | +27.8K (+11.8%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once BFAM's latest filing finishes processing.