Bright Horizons Family Solutions, Inc. (BFAM)

Bright Horizons Family Solutions' stock (BFAM) has experienced a decline over the past six months. Despite the stock's recent performance, the company reported strong financial results for the third quarter of 2025, leading to raised full-year guidance. Analysts currently have a consensus "Hold" rating for BFAM, with varying price targets from different firms.

Demand for Bright Horizons Family Solutions' products and services exhibits seasonality. Operational capacity and service utilization trends reflect seasonal scheduling patterns and contractual program cycles with employer clients, suggesting fluctuations throughout the year influenced by school calendars, holiday periods, and corporate benefit cycles.

Bright Horizons Family Solutions, Inc. provides employer-sponsored child care, early education, and work/life solutions. The company's services are divided into 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 early education and child care programs. The Back-Up Care segment addresses temporary care disruptions. The Educational Advisory Services segment includes tuition assistance, student loan repayment program management, and educational consulting services.

Bright Horizons Family Solutions has a global presence, operating over 1,000 centers worldwide. The company's geographic footprint extends across the United States, Puerto Rico, the United Kingdom, the Netherlands, Australia, and India.

Bright Horizons Family Solutions' brand reputation has been significantly impacted by negative events in the past year. In July 2025, three employees at a Bright Horizons location in New York were arrested on charges of child abuse, which is a serious blow to the company's reputation.

Bright Horizons Family Solutions, Inc. is predominantly owned by institutional investors, who hold a significant majority of the company's shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and JPMorgan Chase & Co. David Humphrey is noted as the largest individual shareholder.